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	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

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	All merges are additive: existing drawings are retained, new valid drawings are appended.
Duplicate Handling	Duplicate drawings are automatically deleted during merge.
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.

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