Manually Lock BOM - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

A user can lock WBS nodes manually so that no other users can update the locked nodes and the assigned BOM positions.

When you lock a node, it means the node and all the positions of the node can no longer be modified by other users. In detail, they cannot:

  • modify or delete the node

  • add child nodes to the locked node

  • modify the node properties

  • modify the node attribute values

  • add, modify, or delete BOM positions of the node

  • modify the position values of the nodes’ BOM positions

WBS nodes and BOM positions can manually be locked on the B.40.31 Manually Lock BOM screen.

The BOM Tree field on the left side of the screen shows the work breakdown structure (WBS) of the login project and discipline. To display the next node level, click the + sign in front of the node.

To lock a node from the WBS, select the node and open the right mouse-click menu.

Select Lock Selected Node from the menu to lock only the selected node. Or select Lock Sub Tree to lock the selected node and all its sub-nodes. Window 2 will open to allow you to enter a lock reason, define permissions, and select an issue status.

Enter the locking reason in the Reason field; this is a mandatory field. In the Permissions section, you can define which particular actions will be allowed to modify BOM data although the node is locked. The available options are listed below.

Select the Allow MTO indicator to allow MTO processes to modify the BOM data. Select the Allow Forecast Run indicator to allow forecast runs to modify the BOM data. Select the Allow Reservation Run indicator to allow reservation runs to modify the BOM data. Select the Allow Other Site Activity indicator to allow other site activities to modify the BOM data. For example, issuing material can update the BOM issue quantity. Select the Allow Split Tag indicator to allow splitting tags to modify the BOM data.

In the Issue Status section, you define for which issue status(es) the node will be locked. Select All to lock all issue statuses. Choose Selected and Lower and select an issue status from the LOV in the adjacent field to lock the selected and all lower issue statuses. Choose Selected and select an issue status from the LOV in the adjacent field to lock only the selected issue status.

Finally, click the Continue button to perform the lock and to close window 2. The locked nodes will be displayed in the BOM Lock Details section.

The BOM Lock Details section on the right displays all locked WBS nodes.

The Locked Node field shows the entire path of the locked node. The Sub-Tree field indicates if just the selected node is locked (N) or if the selected node was locked with all sub-nodes. If the node is locked with a particular issue status, this status is displayed in the Issue Status field. An empty Issue Status field indicates that the selected node is locked for all issue statuses. The user who locked the node is shown in the Lock User field. The date and time when the node was locked is shown in the Lock Date field. The Reason field displays the remark entered by the user when locking the node.

If the Allow MTO indicator is checked, any MTO can modify the locked BOM data. If the Allow Forecast Run indicator is checked, any forecast run can modify the locked BOM data. If the Allow Reservation Run indicator is checked, any reservation run can modify the locked BOM data. If the Allow Other Site Activity indicator is checked, any other site activity can modify the locked BOM data. Other site actions are, for example, the reservation or issue of material. If the Allow Split Tag indicator is checked, it’s allowed to modify the locked BOM data by splitting tags.

To remove a lock from a BOM node, select the locked node in the BOM Lock Details section and click the Release button at the bottom of the screen. Locks can only be released by the user who created the lock. This means the Release button is only enabled if the login user is shown in the Lock User field. When a locked node is released, it will no longer be displayed in the BOM Lock Details section. If a node was locked with its sub-nodes, releasing the node will also release all of its sub-nodes.

Locked nodes are displayed on the B.20.03 Adv. Maintain BOM screen using a different folder icon.