Overview
The Component Editor is a tool to maintain and search components. The Component Editor is invoked from the Library menu.
Components are classified into:
1. End Item
2. Assembly
3. Manufactured Item
4. Item
5. Feature
6. Raw Material
7. Purchased Item
Rules
• ID is a mandatory field.
• Locking a version of a component is an irreversible process. The user can set the preference of viewing the latest version of a Component by setting the “ShowAllVersions” option in the Edit -Preferences menu.
• “Move to Next Version” context menu will be enabled only for Locked Versions of a component. This will create a version of the component that would be one greater than the latest version.
• Cloning a component would create a new component at the bottom of the tree with the ID as “Clone of xxx” where “xxx” is the ID of the Component. The Version of the Clone would be “1”.
• Deleting a version of a Component would remove only the selected version of the component. Delete will be allowed only if the component is not used in the mBOM/eBOM tree. Similarly deleting the folder of the components would remove all the versions of that Component.
• Renaming a component would be allowed as long as the first Version of the Component is not locked.
• Locking a version of a component will lock all the child components under it.
Functionalities
Most of the functionalities that are accessible via the right click menus (context menus) are also accessible through the main menu.
Adding a New component (Library View)
1. To add a New Component, click on "File" then select "Add New Component”, add information as shown in the following figure. Note: The component type selected in the Select Type box will determine the type of component to be added.
 Figure 1: Adding a new component |
2. Enter the required information. Note: ID is a mandatory field and is unique.
 Figure 2: Component details |
3. The new component will be tagged as version 1 and will be displayed on the tree inside a folder with the same name.
Searching Components (Library View)
Components can be searched by component types, ID range or effective date range. The user can also choose to display either all versions or just the latest version by using the ‘All Versions’ checkbox.
1. Check the ‘By Type’, ‘By ID range’, ‘By Effective Date’ and ‘All versions’ as required.
2. Enter the required information and hit the Search button. The results will be displayed in the tree. If ‘All versions’ is selected, the results will be displayed in a folder.
• Locking a version of a component is irreversible.
• Locking a version of a component will lock all the child component versions.
1. |
Use the search functionality to retrieve the target component. |
2. |
Right click on the unlocked version of the component. |
3. |
Select ‘Lock Version’ and hit ‘Yes’ when asked for confirmation. |
The component can be alternatively locked by clicking on the "File" option and selecting "Lock Version" and then by hitting "Yes" when asked for confirmation.
Adding a new version of a component
Note: A component version can be added only if the latest version has been locked.
1. |
Right click on the locked component & select ‘Move to Next version’ |
2. |
The component can be alternatively moved to a new version by clicking on the "File" option and selecting "Move to Next Version" and then by hitting "Yes" when asked for confirmation. An unlocked component with a version higher than the latest version of that component is added. |
Deleting a component
You can delete a specific version of a component as well as all the versions of a component at once.To delete a specific version of a component, right click on the version in the tree & select delete. To delete all versions, right click on the folder containing all the versions & select delete.
The version can also be deleted alternatively by clicking the component to select it and then selecting the "Edit" option and selecting the "Delete" option.
 Figure 3: Deleting a component |
a. To delete all versions, right click on the folder & select “Delete All Versions”
b. To delete a version, right click on the version & select “Delete Version”
Cloning a component
1. |
Right click on the version of the component you want to clone and select ‘Clone’ |
2. |
The version can also be cloned alternatively by clicking the component to select it and then selecting the "Edit" option and selecting the "Clone" option . |
3. |
After cloning a component, a new component is added at the bottom of the tree with the ID as “Clone of xxx”, where “xxx” is the ID of the Component that was cloned. The Version of the Clone would be “1”. |
Changing the ID
ID can be changed only if the first version of the component is not locked. To change the ID, right click on the version of the component and select ‘Rename’or click on the component, select the "Edit" option and then click on the "Rename" option.
Authoring
1. |
The component editor allows the user to attach documents to the components. |
2. |
The user can add images, map suppliers and also add custom fields to the component. To add images , new suppliers and to add custom fields ,click to select the component to which there are to be additions made and select the option desired.
|