To create a BOM redlining, perform the following steps: As a participant, you can use redlining to propose and track modifications to a BOM added in a collaboration. Redlining involves deleting or adding components, changing quantities, or editing other attributes. The redlining will create a new version of the BOM in the collaboration.
Steps
From the list of shared product data, choose the required BOM.
In the BOM details view, in the header area, choose Create Redlining.
The BOM redlining view displays.
Perform one of the following actions:
User Action Description Result Add Adds a component The component is added to the redlining, and the Status attribute of the component is updated to Created. The table row is also highlighted. Edit Edits the selected component. The component is updated, and the Status attribute of the component is updated to Edited. The table row is also highlighted. Delete Deletes the selected component. The component is updated, and the Status attribute of the component is updated to Deleted.
Note that once you delete a component, no other actions can be performed on it.
Before saving a redlining file, the redlining actions you perform determine the status of a component in the redlining. For more information, refer to the following table.
Initial Status Add Edit Delete Status after user action No Status Created Edited Deleted Created NA Created NA - the component is deleted from redlining Edited NA Edited Deleted Deleted NA User action is not allowed User action is not allowed Save the redlining.
Depending on your role as a participant in the collaboration, you can perform redlining from the BOM details screen by choosing to Create Redlining in the header area. The following table describes the actions you can perform based on the role assigned to you in collaboration.
Result
BOM Redlining User Actions and Roles
| User Action | Administrator | Contributor | Reader |
|---|---|---|---|
| Create Redlining | Yes | Yes | No |
| Edit Redlining | Yes | Yes | No |
| Delete Redlining | Yes | Yes | No |
| View Redlining | Yes | Yes | Yes |
| Download Redlining | Yes | Yes | Yes |
The number of redlining associated with a BOM is displayed in the Redlinings column in the list of shared product data. A list of redlining created for the BOM is displayed on choosing the number displayed as a link. You can delete, download, or view a redlining from the list.