1
Create the change order
- On the Change Orders page, click Create Change Order.
- Enter a Title, and optionally a Description for reviewers.
- Set Change Order Type to mBOM version change.
- Under Target mBOM version, pick the Part and the mBOM version to adopt. Only released versions are offered, and a part with nothing released can’t be picked: the version control says to release an mBOM version first.
- Click Create Change Order. ION opens the change order.
2
Add the inventory
In Affected Inventory on the change order, click Add inventory and pick the units. Only inventory of the target part is offered, and a record whose quantity is zero is refused: an emptied lot has nothing to adopt the change.Each unit is a group you expand to see its differences.
3
Resolve each difference
ION writes one row per build requirement the change touches. Each row carries a resolution, preset to the option that writes nothing destructive.
A resolution that can’t be applied to that unit, or that comes with a caveat, is marked with the reason.Confirming a resolution is what records the decision:
- Select the rows you’ve decided with their checkboxes.
- Click Confirm Resolution (
<n>). - To push the same decisions onto every unit carrying the same difference, use Confirm Resolution on all Inventories in the control’s menu instead.
A unit can change under a draft change order, so its rows can go stale. Recompute diffs in the More options menu restates every difference against the units as they now stand: a row that no longer applies is dropped, a row appears for a change that has just shown up, and a row whose requirement moved loses its confirmation, so you confirm it again. It’s available only on a draft, and only while a unit is still open.
4
Send it for review
- In the Reviews section of the change order, pick a role, then a user or team that holds it.
- Click Move into Review. ION refuses the move and says why when the change order has no inventory in scope, no reviewer assigned, or an unconfirmed difference.
5
Apply the change
Applying re-points each unit’s aBOM at the target version and carries out the resolutions you confirmed. It’s available once the change order is Approved.
- To apply one unit, click Apply Change on its group.
- To apply several, select their rows and click Apply mBOM Change to Inventory (
<n>). - To apply every unit still open, click Apply all (
<n>) and confirm.
6
Mark it complete
Once the units you meant to change are applied, click Mark as complete in the More options menu. When units are still open, the confirmation says they’ll be canceled.