Updating Parts Lists after Changes to Source

With Windchill Service Information Manager and Windchill Service Parts, parts lists display indicators when changes to their source have been made. A Parts List Author can then update parts lists associated with an SBOM or regenerate spare part parts lists as required.

When changes to an SBOM have been made and checked in, any parts lists that are associated with the SBOM display an Update Required flag. The flag is displayed in two ways:

• The Details page for the parts list shows the Update Required icon

• An Update Required column and icon Update Required icon

is available for the parts list in the Information Element List of an information structure or the product’s Folders view.

You can sort on the column to identify those parts lists in a product or structure that may need to be updated.

You will need to customize your views of these tables to expose the Update Required column and icon. For more information, see Customizing Table Views.

You can also run a report that lists the parts lists in a product’s information structure that need an update after changes to their source SBOM. Select the Reports > Parts Lists Requiring Update menu option from the Structure tab of an information structure to generate the list.

For more information, see Parts Lists Requiring Update Report.

These types of change to an SBOM will flag an associated parts list as Update Required:

• Changes to the SBOM structure, for example adding or removing a part

You can set the Service Parts preference Automatic Update Notification to control the notifications generated when changes to an SBOM associated with a parts list are made.

When the preference is set to No, changes to the root node of the SBOM are ignored. A parts list associated with the SBOM will not be marked as Update Required following a change to the root node of the SBOM.

For more information, see Setting Service Preferences.

Identifying Changes Made to a Source SBOM Associated with a Parts List

There are two options for listing the changes that have been made to an SBOM:

• The Compare to part structure

action in the BOM tab of a parts list’s structure

• The Compare Information

action in the Parts Lists Requiring Update report for a product’s information structure

If a parts list displays an Update Required indicator, you can update it so that it includes the changes that were made to the source SBOM.

There are two methods of updating the parts list:

• Automatic update — you can use the Update Parts List action to automatically update a parts list to include all changes that have been made to the source SBOM.

The Update Required flag is removed from the parts list with this action.

Several types of change to a source SBOM will be passed to parts lists associated with the SBOM during an Update Parts List action:

This only applies to parts at one level down from the SBOM root node

PTC recommends maintaining a separate parts list for each level of a BOM structure.

To define the attributes to be copied over, you must provide a part to parts list item mapping in the XCONF file PartsListItemMappings. For information on how to add part mappings to this file, see Mapping Part Attributes to Parts List Item Attributes.

You can specify that part attributes should only be copied over on parts list creation, or be copied during an Update Parts List action as well.

◦ Applicability settings (Service Effectivity and ATO) for a part

Manual updates to a parts list are considered as additions to SBOM data. Manual updates to a parts list are retained when the parts list is updated after SBOM changes with an Update Parts List action.

Parts list items removed from the parts list will be added back during an Update Parts List action if their equivalent parts appear in the SBOM.

• Manual update — you can manually make changes to the parts list as required. Using this method means you can reflect in the parts list some or all of the changes that have been made to the source SBOM.

It may be appropriate to manually update a parts list in these situations:

◦ The parts list is driven from an SBOM but you do not want to use the automated update, for example if you do not want to add all SBOM changes

◦ You want to supplement the parts list with data from a source other than the SBOM

If you have manually updated the parts list, you can use the Update Completed action to confirm that all required changes have been made. The Update Required flag is removed from the parts list with this action.

A parts list cannot be updated if it is checked out.

If you access update actions from the Parts Lists Requiring Update report, you can update multiple parts lists in a single action.

If you complete an update for a parts list that was the generic parts list (template) source for any generated spare part parts lists, the spare part parts lists may need to be regenerated.

When a parts list has been flagged as Update Required, you can use several actions to remove the flag. The action you select depends on how you want to reflect the changes to an SBOM in the parts lists associated with that SBOM.

• Update Parts List

— automatically update the parts list to reflect the changes that have been made to its associated SBOM

• Update Completed

— the parts list has been manually updated to reflect changes to its source SBOM, an automatic update is not required

• Update Not Required

— do not update the parts list to reflect the changes to its source SBOM

You can select these actions in several places:

You can carry out the required action on multiple parts lists in a single action when you access them from the report.

These actions are available from the context menu for a single parts list in Folders view and in the parts list’s information page.

You can also select the option for one or more selected parts lists listed in the Parts Lists Requiring Update report.

Each action includes a dialog in which you can confirm you wish to proceed with the action.

A parts list will either be iterated or revised when it is updated after changes to its source SBOM.

The update process uses the value of these Service Information Management preferences to assess the update type required, based on the current lifecycle state of the parts list:

• Lifecycle States to iterate a structure during regeneration

• Lifecycle States to revise a structure during regeneration

For more information, see Preferences for Regenerating a Service Structure.

Identifying Parts Lists Affected by Changes to Generic Parts List (Template)

When a generic parts list (template) has been updated, any spare part parts lists that were generated from it display a Regenerate Required flag.

The addition of a Regenerate Required flag depends on the current setting for the Service Parts preference Parts Lists Auto-Regeneration. The preference has two values:

• Yes — Spare part parts lists are regenerated automatically when their source generic parts list (template) has been updated.

• No (default) — Spare part parts lists have the Regenerate Required flag set when their source generic parts list (template) has been updated

Windchill Service Parts provides a report that lists the part lists in an information structure that need to be regenerated.

For more information, see Setting Service Preferences.

The Regenerate Required flag can be displayed as a column and icon Regenerate Required icon

in two places:

You can sort on the column to identify those spare part parts lists in a product or structure that may need to be regenerated .

You will need to customize your views of these tables to expose the Regenerate Required column and icon. For more information, see Customizing Table Views.

You can also run a report that lists the spare part parts lists in an information structure that need to be regenerated after an update to the generic parts list (template). Select the Reports > Parts Lists Requiring Regeneration menu option from the Structure tab of an information structure to generate the list.

For more information, see Service Structure Editing.

If a filter applied to the information structure has removed a parts list, the parts list will not be listed in the Parts Lists Requiring Regeneration report.

Updating a Parts List after Changes to the Generic Parts List (Template)

If a spare part parts list displays a Regenerate Required indicator, you can update it so that it includes the updates that were made to the source generic parts list (template).

Choose the Regenerate action from the context menu for an information structure to regenerate spare part parts lists from any generic parts lists (template) in the structure.

If the Service Parts preference Parts Lists Auto-Regeneration is set to Yes, the spare part parts lists will be regenerated automatically when an update to their source generic parts list is completed.