About Detect and Resolve Discrepancies in BOM Transformer

When changes are made in the upstream structure of a product, it is important for the manufacturing team to be made aware of such changes so that all the changes can be synchronized in the downstream structure. These changes can be detected and resolved in a simplified manner by using the

Detect Discrepancies and

Review and Resolve Discrepancies actions in the middle pane toolbar. Here, the term discrepancies are used to indicate the differences between previous and new version of engineering bill of materials.

In addition to the

Detect Discrepancies action, you can also use the

Reconciliation Assistance action in the middle pane toolbar to detect and resolve discrepancies.

PTC recommends the use of

Detect Discrepancies to detect and resolve discrepancies.

2. Click

Detect Discrepancies. The related discrepancies are highlighted in the upstream and downstream tree structures, and the Review and Resolve Discrepancies dialog box opens. It displays the discrepancies for the highlighted parts. Review the discrepant parts listed in the table and resolve the discrepancies as needed.

• You can select the Show only selected part discrepancies checkbox to view the discrepancies related to the selected parts in the upstream tree structure. For more information click Use case: Resolving Individual Discrepancy Using the Show only selected part discrepancies checkbox

• The Review and Resolve Discrepancies dialog box includes the following status for each change:

◦ Auto—The changes in the upstream structure can be propagated to the downstream structure using the

action.

◦ Manual—The changes in the upstream structure cannot be propagated using the default logic.

◦ Interactive—The changes in the upstream structure can be propagated by using the default logic and with user interaction. Use the

action to resolve discrepancies with status as Interactive.

◦ Resolved—The changes in the upstream structure are already resolved in the downstream structure.

3. Optionally, click

Review and Resolve Discrepancies to open the Review and Resolve Discrepancies dialog box.

Use the

Detect Discrepancies action before using the

Review and Resolve Discrepancies action. When you select a part and click

Review and Resolve Discrepancies, the Review and Resolve Discrepancies dialog box lists discrepancies for the selected part only if discrepancies are detected beforehand.

4. Use the options under the Criteria and Status sections in the left pane to filter any specific discrepancies that you would like to review and resolve. To know more about the Criteria and Status sections, see Propagating Upstream Changes.

You can use the Clear all, Select all, Invert selection, or Select in downstream structure actions in the Review and Resolve Discrepancies dialog box to review discrepancies.

6. Click

to propagate changes. The changes are prorogated to the downstream side.

A discrepant part in the upstream view can have multiple equivalent parts in the downstream view. For such discrepant parts, the

action propagates the upstream changes displayed in the Review and Resolve Discrepancies dialog box to all the equivalent parts downstream.

When a discrepancy is resolved, for every resolved discrepancy, two entries of the discrepancy are created in the Review and Resolve Discrepancies dialog box. You can view those entries when you select the Resolved check box. The entry that are in italics represent the resulting downstream change. The highlighted entry in blue represents the detected upstream change that is resolved.

The entry that is in italics represents the resulting downstream change. The highlighted entry represents the detected upstream change that is resolved. If you select any of the two entries and click

Select in downstream structure action, the resolved part in downstream structure will be highlighted.

In case of discrepancy of criteria Added Parts, the resolved part in downstream structure is highlighted only if you select the resolved discrepancy that is highlighted in the Review and Resolve Discrepancies dialog box and initiate the

Select in downstream structure action.

Icon	Action	Description
	Clear all	Clears the selected entries.
	Select all	Selects all the entries listed in the table.
	Invert selection	Inverses the current selection. Clears current selection and selects the entries that are not selected
	Select in downstream structure	The selected discrepancy in the Review and Resolve Discrepancies table is selected and highlighted in the downstream tree structure. To know more about the Criteria and Status sections, see Use Case related with Select in Downstream Structure Action
	Propagate changes to downstream	Propagates the changes selected in the downstream tree structure.
	Next Discrepant Part Previous Discrepant Part	Traverse up or down through the upstream structure to identify the next discrepant part.

Possible Reason	Suggested Resolution
No discrepancies detected in a selected part.	• This may happen when you execute Review and Resolve Discrepancies before initiating the Detect Discrepancies action. The Review and Resolve Discrepancies dialog box does not list discrepancies unless they are detected beforehand. Consider using the Detect Discrepancies action before initiating the Review and Resolve Discrepancies action. • If you have detected the discrepancies, select a discrepant part from upstream tree structure. Alternatively, you can use or actions in the Review and Resolve Discrepancies dialog box to move to the next or previous discrepant part in the upstream structure.
Selected entity is not a part.	Select a valid entity in the tree structure.
Incorrect discrepancy criteria selected in the Review and Resolve Discrepancies dialog box.	Use the options provided in the Criteria and Status sections in the Review and Resolve Discrepancies dialog box.

The following considerations apply when using the

Detect Discrepancies and

Review and Resolve Discrepancies actions:

• If the selected part does not have any discrepancy, and you initiate the

Detect Discrepancies action, a message appears indicating that no upstream changes were detected.

• The

Detect Discrepancies and

Review and Resolve Discrepancies actions are enabled or available for use only when parts are selected in upstream structure. An exception to this behavior is when parts are opened in BOM Transformer from the change notice or change task information page. When you open parts from change notice or change task information page in BOM Transformer, you can use the actions without any selection.

• The implementation of the

Detect Discrepancies and

Review and Resolve Discrepancies actions depends on the values set in the Reconciliation Assistance Criteria user level preference. When you click

Detect Discrepancies, only those parts with discrepancies that satisfy the criteria set in the Reconciliation Assistance Criteria preference are highlighted. When set to Out of Date, the default, the system detects all types of discrepancies.

• To identify or track discrepancies in a sub-assembly, select the sub-assembly and click

Detect Discrepancies. The discrepant parts in the subassembly are highlighted in the part structure. For example, an engine sub-assembly. You can detect discrepancies for multiple subassemblies at a time by selecting multiple subassemblies and initiating the

Detect Discrepancies action.

• The information in the Downstream Context column is useful when you initiate the

Detect Discrepancies action on an out of date part in the upstream view that has equivalent parts in multiple contexts. You can resolve the discrepancies, present in these multiple contexts.

By default, the Downstream Context column in the Review and Resolve Discrepancies dialog box is not selected.

• A discrepant part upstream can have multiple equivalent parts downstream. For such discrepant parts, the

action propagates the upstream changes displayed in the Review and Resolve Discrepancies dialog box to all the equivalent parts downstream.

• Out of the box, the following columns are available in the Review and Resolve Discrepancies dialog box: Identity, Number, Name, Version, Criteria, Current Value, Previous Value, Status, and Downstream Context. You can click the arrow in the Review and Resolve Discrepancies dialog box to select the columns as shown in the following image.

• Use

in the Review and Resolve Discrepancies dialog box to search for discrepancies associated with a particular part. After you click

, you must type the name of the part with which the discrepancy is associated.

• Select a discrepant part from the upstream tree structure to view the corresponding discrepancy in the Review and Resolve Discrepancies dialog box. The selection of parts in the downstream tree structure does not impact the results in the Review and Resolve Discrepancies dialog box.

• When you select the Resolved check box in the Status section, a list of resolved discrepancies appears. The entry for the resulting downstream change, that is indicated by italics, disappears when you select a different part in the upstream tree structure and then again select the previously-selected part for which discrepancies were displayed. For example, initially when the Cap and Body parts are selected, the Review and Resolve Discrepancies dialog box displays discrepancies related with that part.

• The Resolved check box in the Status section of the Review and Resolve Discrepancies dialog box is not selected by default when you resolve a discrepancy in the Review and Resolve Discrepancies dialog box. If you want to view the resolved discrepancies, you need to select the Resolvedcheck box. For example, in the following image, the Resolved check box is cleared:

The entry for resulting downstream change, that is indicated by italics disappears when you select a different part in upstream tree structure and then come back to the previously selected part for which discrepancy were displayed. For example, initially when the Cap and Body parts are selected, the Review and Resolve Discrepancies dialog box displays discrepancies related with that part.

• It may happen that discrepancies, for parts that are not present in the BOM Transformer, are displayed in the Update to Current Equivalent Objects dialog box. This happens, because of the filter criteria applied on the structures in the BOM Transformer.

• Consider that you removed some parts from the tree structure and initiated the

Detect Discrepancies action. The parent parts of the parts that were removed from the structure before initiating the

Detect Discrepancies action are highlighted in the upstream tree structure. The parts that were removed appear as discrepancies in the Review and Resolve Discrepancies dialog box. Also, the removed parts are highlighted in the downstream tree structure. You can use the Removed Parts check box to view or hide these discrepancies.