Drawing Transfer Across Procurement Documents
This section explains how Drawing Sets flow from engineering/master data into operational procurement documents in project environments. It covers all active procurement channels: Purchase Quote, Purchase Order, Production Order, Service Order, Construction Order, and Assembly Order.
Drawing Set Source by Document Type
This table summarizes how Drawing Sets flow from engineering/master data into operational procurement documents.
| Document Type | Document Level | With Document BOM | Without Document BOM |
|---|---|---|---|
| Project Budget Line | Line | Merged from Master BOM/Production BOM/Routing when a Document BOM is created | From selected BOM source (Production BOM or Assembly BOM) |
| Procurement Line | Line | Inherited from Project Budget Line | Inherited from Project Budget Line |
| Production Order | Header/Line | From Procurement Line | From Procurement Line |
| Production Order | Components | From Document BOM lines | From Production BOM lines |
| Production Order | Routing Lines | From Document BOM | From Routing lines |
| Service Order | Service Item Line | From Procurement Line | From Procurement Line |
| Assembly Order | Header | From Procurement Line | From Procurement Line |
| Assembly Order | Lines | From Assembly BOM lines | From Assembly BOM lines |
| Construction Order | Header | Procurement Line and Document BOM (merged) | From Procurement Line |
| Construction Order | Lines | From Document BOM source lines | From Master/Production BOM/Routing lines or Item |
| Purchase Quote/Order | Line | From Document BOM | From Procurement Line, Construction Order line, or Item |
Document BOM Creation from Project Budget
When creating a Document BOM from a Project Budget Line, drawings from the selected BOM sources (Production BOM, Routing, or Master BOM) are merged back into the Project Budget Line. This bidirectional transfer ensures that project budget lines receive all relevant engineering drawings from the manufacturing BOMs.
The merge is additive: existing drawings are retained, and valid drawings from the BOM source are appended. Only drawings with valid statuses for the applicable context are transferred.
Transfer Flow Diagram
These diagrams illustrate the Drawing Set transfer process with and without a Document BOM.
With Document BOM (Merged Drawing Sets)
┌─────────────────────────────────────────────────────────────────────────────┐
│ ENGINEERING SOURCES │
├─────────────────┬─────────────────┬─────────────────┬───────────────────────┤
│ Master BOM │ Production BOM │ Routing │ Assembly BOM │
└────────┬────────┴────────┬────────┴────────┬────────┴───────────┬───────────┘
│ │ │ │
└────────────┬────┴────────┬────────┘ │
▼ ▼ │
┌───────────────────────────┐ │
│ Document BOM │ │
│ (Merged Drawing Set) │ │
└─────────────┬─────────────┘ │
▼ │
┌───────────────────────────┐ │
│ Project Budget Line │◄──────────────────────┘
│ (Consolidated Drawing) │
└─────────────┬─────────────┘
▼
┌───────────────────────────┐
│ Procurement Line │
└─────────────┬─────────────┘
│
┌──────────┬───────┼───────┬──────────┬──────────┐
▼ ▼ ▼ ▼ ▼ ▼
┌──────────┐ ┌───────┐ ┌─────┐ ┌─────────┐ ┌────────┐ ┌────────┐
│Production│ │Service│ │Assem│ │Construct│ │Purchase│ │Purchase│
│ Order │ │ Order │ │Order│ │ Order │ │ Quote │ │ Order │
└──────────┘ └───────┘ └─────┘ └─────────┘ └────────┘ └────────┘
Without Document BOM (Direct Source Inheritance)
┌─────────────────────────────────────────────────────────────────────────────┐
│ ENGINEERING SOURCES │
├─────────────────┬─────────────────┬─────────────────┬───────────────────────┤
│ Master BOM │ Production BOM │ Routing │ Assembly BOM │
└────────┬────────┴────────┬────────┴────────┬────────┴───────────┬───────────┘
│ │ │ │
│ │ │ │
│ ┌────────────┴─────────────────┘ │
│ │ (Selected as direct BOM source) │
│ ▼ │
│ ┌───────────────────────────┐ │
│ │ Project Budget Line │◄───────────────────────┘
│ │ (No merge - single source)│
│ └─────────────┬─────────────┘
│ ▼
│ ┌───────────────────────────┐
│ │ Procurement Line │
│ └─────────────┬─────────────┘
│ │
│ ┌─────────┼─────────┬───────────┬─────────┬──────────┐
│ │ │ │ │ │ │
│ ▼ ▼ ▼ ▼ ▼ ▼
│ ┌──────────┐ ┌───────┐ ┌─────┐ ┌─────────┐ ┌────────┐ ┌────────┐
│ │Production│ │Service│ │Assem│ │Construct│ │Purchase│ │Purchase│
│ │ Order │ │ Order │ │Order│ │ Order │ │ Quote │ │ Order │
│ └────┬─────┘ └───────┘ └───┬─┘ └─────┬───┘ └────────┘ └────────┘
│ │ │ │
│ ▼ ▼ ▼
│ ┌──────────────┐ ┌──────────┐ ┌──────────────┐
└─►│ Components │ │ Assembly │ │ Construction │
│ (from Prod. │ │ Lines │ │ Lines │
│ BOM lines) │ │(from Asm │ │(from Master/ │
├──────────────┤ │BOM lines)│ │Prod BOM/ │
│Routing Lines │ └──────────┘ │Routing/Item) │
│(from Routing)│ └──────────────┘
└──────────────┘
Key Rules
This table describes the general rules for how Drawing Sets are transferred across procurement documents.
| Rule | Description |
|---|---|
| Additive Merging | Where merge logic is applied, existing drawings are retained and valid new drawings are appended. |
| Status Validation | Invalid drawing statuses are skipped during transfer. |
| No Auto-Update | Adding new drawings to source BOMs after initial expansion does not automatically update existing Drawing Sets. |
| Manual Refresh | To include new drawings, regenerate/expand again or manually edit the Drawing Set. |
Drawing Status Requirements
For drawings to be transferred, they must have a status that allows:
| Usage Context | Required Status Permission |
|---|---|
| Purchase Lines | Use in Purch. Line |
| Not Released Production Orders | Use in Not Released Prod. Order |
| Released Production Orders | Use in Released Prod. Order |
| Construction Orders | Use in Construction Order |
Note
The applicable Production Order status depends on the Def. Prod. Order Status setting in the Projects Setup page.
Special Cases
In some cases, the transfer of drawings to the procurement documents deviates from the established rules. These are summarized in the following table.
| Scenario | Behavior |
|---|---|
| Assembly Orders | No Document BOM merge occurs; header from Procurement, lines from Assembly BOM. |
| Construction Line Item Replace | Drawing Set refreshes from the new item when Type = Item. |
| Manual Purchase Lines | Takes Drawing Set from item if no project/document links exist. |
| Work Center and Machine Center | Drawing Sets can be assigned and edited directly on Project Budget lines when Type = Work Center or Machine Center. |
Discrete Manufacturing Integration
Drawing Sets fully integrate with Discrete/Project Manufacturing procurement flows. When the following procurement documents are created from project lines:
- Production Orders – Drawing Sets transfer from the Procurement Line to the Production Order Line, and from the Project Budget Line to production order components and routing lines.
- Assembly Orders – Drawing Set transfers from the Procurement Line to the Assembly Header, and from BOM components to assembly lines.
- Service Orders – Drawing Set transfers from Procurement Line to Service Item Line.
- Construction Orders – Drawing Sets merge from the Procurement Line and Document BOM (if applicable) to the Construction Order header and lines.
Transfers apply drawing status validation rules. Depending on the process, drawing sets are either merged additively or transferred/reassigned from the source context.
Feedback
Submit feedback for this page .