(I) — CHANGE-ORDER5 min read

Revise a part

The satellite bus's antenna pointing bracket needs a thicker wall and one fewer fastener. Create a , edit a hidden draft of the part's method, review the diff, and release the change. Until release, jobs, planning, and costing continue to use the current bracket.

A change notice records the change and contains its working draft. Release makes that draft active.

Start with the parts, not the change

Start from Items → Change Notices → New, the part header, the part's table row, or New Change Notice in the method-version menu. Item-based entry points attach the bracket as the first affected item. Creating a notice from a quality issue links the non-conformance to the resulting change.

The header form contains Name, Category, Reason for Change, Description of Change, Owner, Priority, and dates. Categories come from the configured change-notice types, initially seeded with values such as Design Improvement, Cost Reduction, and Obsolescence / End-of-Life. A quality-issue entry point also links its non-conformance. After creation, Add Affected Item accepts Parts only; materials, consumables, and services are excluded.

A part on an open change notice displays "This part is on 1 open change notice" with a link to the notice. This warning is informational. Carbon permits parallel notices for the same part and assigns independent draft versions to avoid version collisions.

Name, category, reason, owner, and priority. The header before any affected item is added.
TOP-DOWN, NOT BOTTOM-UP

You pick the parts first, then edit them in place.

Select the affected part, then edit its bill of materials and bill of process inside the change notice. The completed draft defines the change.

Draft the change in place

Adding the bracket copies its active into a Draft version associated with the change notice. The draft is excluded from version selectors, copy-target lists, MRP, jobs, and costing. Edit it with the standard Bill of Material and Bill of Process editors.

Before editing, select a change type for the affected item. The type determines which fields are editable and what release creates. Changing the type later discards the draft and creates a new one from the live method, removing all draft edits.

An affected item's draft method open for editing on CN-000001, with the 'Change type' select on the item card.
  • changes the BoM or BoP for the same part. Release activates a new method version and archives the previous version. It creates no item or supersession.
  • Revision creates the next revision under the same Part ID. Its draft supports attributes, documents, and method edits. Release activates the revision and supersedes the previous one.
  • Replacement Part derives a new part number from the affected part. Release activates it and supersedes the affected part in a one-to-one replacement.
  • New Part creates a part without a predecessor. Release activates it without creating a supersession.
A VERSION MOVES THE METHOD, NOT THE PART

Only Revision and Replacement Part supersede.

A Version changes the method on the existing item, preserving its stock and history without supersession. A Revision or Replacement Part derives a new item and writes a supersession at release. A New Part has no predecessor and creates none. Because a purchased part has no method to version, a Buy item defaults to Revision.

This bracket requires a new drawing revision and a stock phase-over, so select Revision. Update the wall attribute, remove the fastener from the BoM, and attach the revised drawing to the draft.

PURCHASED PARTS KEEP THEIR SUPPLIERS

A bought revision inherits the old revision's suppliers.

A purchased revision includes a Supplier Parts grid. A Revision draft starts with the old revision's supplier parts and price breaks, plus its lead time, batch size, and reordering policy. Change the grid only where the new revision differs, such as a new supplier part number. A Replacement Part or New Part starts with an empty grid. Add its supplier parts before you release, or the released item cannot be added to a purchase order.

Review the diff

Advance the notice one stage at a time: Draft, Start, Engineering Complete, then Implementation. Entering Start, Implementation, or Done notifies the notice assignee and action-task assignees. The stages are the approval and release workflow; there is no separate approval configuration. Cancel is available at every open stage. It locks the notice but preserves its drafts. Reopen returns a Cancelled notice to Draft with its edits intact.

The overview's Changes card displays each affected item's current diff throughout authoring, including material, property, and supplier-part changes.

At Implementation, Release first displays a read-only diff for every affected item. It compares added and removed materials, operation and step changes, and modified attributes with the snapshotted method.

The dropped fastener line and the thicker-wall attribute, shown as a diff before you confirm.
EXACT BY CONSTRUCTION

The diff is real because the draft is real.

The diff compares the actual draft method with its live source method. The reviewed draft is the artifact that release activates.

Release, and let supersession carry it

On confirmation, Carbon processes each affected item. For the bracket revision, it activates the draft method, archives the previous version, activates the new revision, and writes a from the old revision to the new one. After all items are released, the notice becomes read-only in Done.

Configure phase-over through the affected item's cutover fields: a , which defaults to Consume First, a discontinuation date, and a successor effectivity date. Release creates the supersession automatically.

Once effective, the old bracket's demand redirects to the new revision, times its conversion factor.

Consume First uses on-hand stock of the old bracket before redirecting demand. Prefer New redirects new demand immediately. After the successor becomes effective, MRP redirects planned demand to the new revision, and Get Method substitutes it on new jobs while retaining the source item for traceability.

NOTHING IN FLIGHT SHIFTS

Release steers the future, not the past.

Existing stock remains on the old bracket. Existing jobs retain their materials and method versions. Open purchase orders and quote lines also retain the old revision without warning or rewrite. Supersession affects only forward planning: jobs created after the effectivity date use the new revision; earlier jobs do not.


The new revision contains a "Created by CN-…" link to its change notice, and the bracket page retains the complete change-notice history.