Updating Equivalent Links in the Downstream Structure and Resolving Discrepancies
Parts that are not linked to the most recent iterations of their downstream equivalent parts have an out-of-date icon
displayed next to them. To update a part that is linked to an iteration of another part which is not the most recent iteration, perform the following steps:
1. Right-click the upstream part that is linked to an out-of-date downstream part and select
Equivalent Parts on Other Side
. The out-of-date downstream parts are highlighted.
| Equivalent parts are displayed on the Latest non-linked iteration of downstream equivalent parts matching the filter subtab of the Equivalent Parts tab, as well as in the downstream view. |
2. Right-click on the part that is to be updated and select
Update to Current Upstream Equivalent Object . The
Update Equivalence dialog box opens. The
Carry over from upstream check box is already selected.
| If the Carry over from upstream is selected, only the documents and associations are propagated from upstream to downstream. |
3. Click OK. The parts are updated and made available on the downstream Equivalent tab.
| A warning is displayed if the part is checked out by another user. In this scenario, the update cannot be performed. |
4. If there are discrepancies, the related discrepancies are highlighted in the upstream and downstream tree structures, and the Update to Current Equivalent Objects dialog box opens. The dialog box displays the discrepancies for the highlighted parts. Review the discrepant parts listed in the table and resolve the discrepancies, as needed by selecting the checkbox in front of the discrepancies.
5. Click Resolve and Update to resolve discrepancies.
Key Points
• As a best practice, you should resolve all the discrepancies with status as Auto and Interactive, that appear in the Update to Current Equivalent Objects dialog box.
• The Resolve and Update action updates a part to its most recent iteration even if you choose to not resolve the discrepancies in the Update to Current Equivalent Objects dialog box.
• A part in upstream can have multiple equivalent parts in downstream. The
Update to Current Upstream Equivalent Object action updates the equivalent links only for the selected part. Also, the discrepancies are resolved only for the selected part.
• If there are no discrepancies or the discrepancies are resolved, the Update to Current Equivalent Objects dialog box does not open.
• The Carry over from upstream check box in the Update Equivalence dialog box appears only if the value of the Ask To Carry Over During Create or Update preference is set to Yes.
