Change types
Version, Revision, Replacement Part, and New Part — the per-affected-item choice that decides what you can edit and what release creates.
Each affected item has a change type, defaulting to Version. The type determines which draft fields are editable and what release creates. The four types differ by whether they have a predecessor and whether the result keeps the same part number.
The four types
| Change type | You edit | Release creates | Auto-supersession |
|---|---|---|---|
| Version | BoM and BoP on the same item | A new method version; the prior Active version is archived | None |
| Revision | Attributes, documents, BoM and BoP | A new item revision (same Part ID, next revision) | Old revision → new revision |
| Replacement Part | Attributes, documents, BoM and BoP | A new part number derived from the affected part | Affected part → new part |
| New Part | Attributes, documents, BoM and BoP | A net-new part minted under the change notice | None — it has no predecessor |
A Version bumps the method; the two replacement types mint a new item; New Part is net-new.
A Version creates a method version on the same item and does not supersede anything. A Revision or Replacement Part creates a new item derived from the affected part and writes a from old to new. A New Part has no predecessor and therefore creates no supersession. See Supersession & cutover.
When to use which
- Version — use for manufacturing-method changes that do not require a new item revision or stock phase-over.
- Revision — the part is formally revising (new drawing revision, new dimension) and you want old and new
to coexist while stock phases over. This is the everyday engineering-change case. You can name the revision
(for example
A) when you add the item, or leave it blank to take the next revision automatically. - Replacement Part — use for a one-to-one replacement with a new part number derived from the old part.
- New Part — you're introducing a genuinely new part under change control, with no old part behind it. Nothing is superseded. This is also how a consolidation is modeled: when several components collapse into one, the consolidated "1" is added as a New Part and the old lines are dropped from the parent assembly's draft BoM.
A New Part's change type is fixed.
Because a New Part is net-new by construction, you can't switch it to another change type after you add it, and it shows no cutover card. The other three types can be switched, but switching discards the draft and mints a fresh one, so any edits are reset.
What each type gates
Change type also controls the editable surface on the affected item:
- Version exposes the Bill of Material and Bill of Process editors on the draft method.
- Revision, Replacement Part, and New Part add Part Properties (attributes) and documents on top of BoM and BoP, because each is producing a genuinely new item, not just a new recipe.
Change notices operate on Parts only.
The Add Affected Item picker accepts Parts only — the existing-item selector is filtered to Parts, and the New Part mini-form always mints a Part. There's no Tool path in the change-notice UI.
A purchased item can't take a Version.
A purchased (Buy) item has no bill of materials or process, so a Version is meaningless for it. The picker hides Version for Buy items and restricts a Version's item selector to Make parts; adding a Buy item defaults its change type to Revision instead.
Add a net-new part
Choosing New Part in the change-type selector swaps the affected-item modal to a short mint-a-part form:
... to pull the next id in the Part sequence.Submitting creates an inactive Part and adds it as a New Part affected item. The part remains hidden until release.
Supplier parts on a purchased line
A Revision, Replacement Part, or New Part whose draft item is purchased (Buy or Buy and Make) gets a Supplier Parts grid on its line, right alongside the properties editor. You use it to set up how the new part or revision is bought: Supplier, Supplier ID (the supplier's own part number), Unit Price, Unit of Measure, Minimum Order Quantity, and Conversion Factor. Add, edit, and delete rows here the same way you would on a live part.
A Revision draft starts with the source revision's supplier parts and their price breaks, along with its batch size, scrap percent, lead time, reordering policy, preferred supplier, and item group. It releases ready to plan and buy, so edit the grid only where the new revision differs. The change notice's changes list only the suppliers you added, changed, or removed.
Set suppliers up on a Replacement Part or New Part before you release.
These two drafts start with no supplier parts. A Replacement Part does not inherit the source item's suppliers, and a New Part has no source to inherit from. If a purchased one releases with an empty grid, the new part is stocked but has no way to buy it, so a purchase order can't reference it. Fill the grid on the line first. The suppliers you add show up in the change notice's changes as additions.