Ennov InSight Registrations 7.2

Replace a Material PDS Project

Using the Global Project Planning (GPP) wizard, you can replace an approved material in one or more PDSs with a new material. When you replace an approved material using the GPP wizard, the material is replaced in each instance that it appears as Approved in the PDSs you choose to modify.

The following conditions apply to the Replace Material function:
  • The approved materials listed as available for replacement include all materials that exist in all the PDSs selected when using the GPP wizard.
  • The new materials available for selection include only active materials set up by your data administrator.
  • The approved material will be assigned a Pending Withdrawal status when it is replaced by a new material.
  • A new material added to the PDS will be assigned a Pending Add status. However, the new material will not be replaced if the same material currently resides in the parent detail with a Pending or Approved status.
  • Materials that have a Withdrawn status in the PDS can be added again to the PDS.
Note: The procedure below is a continuation of the Update Product Detail Sets project in the GPP wizard. The procedure presented in Creating an Update Product Detail Set Project must be initiated first.
To replace materials from the Select Action page of the GPP wizard:
  1. Select Replace Material on the Selection Action page.
  2. Click Next.
    The Select Materials page appears.
  3. Do the following:
    1. Select the approved material that you want to replace.
    2. Select the new material.
  4. Click Next.
    The Perform Another PDS Action page appears.
  5. Do one of the following:
    • Click Yes to perform another update PDS action.
    • Click No to proceed to the Summary page of the GPP wizard.
  6. Click Next.
    One of the following occurs:
    • If you selected Yes in step 5, you return to the Select Action page of the GPP wizard.
    • If you selected No in step 5, the Summary page opens. Go to step 7.
  7. On the Summary page, do one of the following:
    • Select the project link on the Summary page to review the new project you created.
    • Click Finish. You are returned to the view from which you invoked the GPP wizard.
    Upon completion, the approved material you chose to replace is assigned a Pending Withdrawal status in the PDS. The new material status in the PDS is Pending Add.
  8. To view the project after closing the GPP wizard, click Home > Projects.
  9. Click the link for the project you just created to open the Project Attributes page.
  10. Navigate to the PDS to view the modified details.