Create a new incremental change

Procedure

1. Click the Create Incremental Change button .Teamcenter displays the Create/Revise Incremental Change dialog box.

2. Click the IC Attributes tab and set the following incremental change attributes:

Type an ID and revision for the change object. Alternately, click Assign to let the system assign this information for you.

(Optional) Type a description for the incremental change.

Select a change type from the Incremental Change Type list. Note that some of these types may be for general changes, not incremental changes.

3. Click the Effectivity tab and specify whether to set effectivity for the incremental change using unit serial numbers or dates by doing one of the following:Note You cannot specify an effectivity until the incremental change is released. An incremental change may be released by a workflow process that is specific for your company or site. If you do not specify an effectivity, Teamcenter creates the change object without a status. The administrator determines the initial release status of all new incremental changes by setting a site preference. If the preference is not set, you cannot set effectivity while creating the incremental change. You must release the incremental change (revision) separately with the appropriate process. Once the release status is attached, you can set the effectivity on the incremental change.

Click Units and specify the range of serial numbers to which the effectivity is to be applied. You can also click one of the following buttons:

UP button to define an unlimited effectivity from a starting number. For example, typing 1-UP means the change is effective from unit 1 upward.

SO button to define an effectivity until all stock is exhausted. For example, typing 1-SO means the change is effective from unit 1 until no stock remains.

Tip The tooltip provides you with more information about the formatting for this entry.

Click Dates to set effectivity based on calendar dates. Multiple date ranges can be entered. To set a date:

Type the start and end dates for the effectivity period into the From Date and To Date cells in the date table.

Select a date in the calendar table and click Set Date to specify both the From Date and the To Date entries.

When the correct effectivity is shown, click OK.

4. If unit effectivity is set, populate the End Item box on the Effectivity tab using one of the following methods:

From the list of most recently used end items

Using the Search function to open an item by name or ID

By pasting an item from the clipboard

5. Click OK to finish creating a new incremental change and close the dialog box, or click Cancel to cancel the operation.Teamcenter creates a copy of the new incremental change in your New Stuff folder.

6. At an appropriate time, the designated user or a workflow process approves the change object by adding the release status. The change object is now locked and you cannot use it to track further changes to the process or operation.Note You can use a Workflow handler that renames the status and retains the effectivity, for example, the add_status handler with a –remove option.