Replace or Delete Drawings

Replacing a drawing can be done manually (by changing the drawing in the related records) but the Drawing Search gives you the ability to find all of the records in which the drawing exists and then run a replace function to perform a mass update in valid records. You can also perform a mass deletion of a drawing from drawing sets.

The Drawing Search page can be accessed from the:

  • Drawing Card or Drawings list by choosing the Search action. The page will be populated with the drawing information in the top section and the records to which the drawing is assigned are displayed in the bottom section.
  • Tell Me feature (choose the Lightbulb that opens the Tell Me feature icon, enter Drawing Search, and then choose the related link), which will open an empty search page.

Replace Drawings

The following processes describe how to replace drawings automatically and manually using the Drawing Search page when opened from a drawing. If using the Tell Me feature, then you will need to enter the relevant information in the top section (see Search for Drawings or Items for details about the fields).

Fontos

If drawing status checks are activated, then a drawing can only be replaced with a drawing that has a status that allows the assignment of drawings. For example, you can replace a drawing in an item only if the status of the replacement drawing has the Valid in Items checkbox selected.

To replace drawings automatically

When the Replace action is chosen in the Drawing Search page, the Drawing Search Results page opens with the selected entries, where you can choose in which entries the drawing should be replaced via the Change checkbox. There are actions to select/clear the Change checkbox on all entry lines as well as an action to toggle the checkbox (select all that are clear and clear all that are selected).

  1. Open the drawing to replace and then choose the Search action on the Home menu.
  2. In the lines, choose the entry where the drawing needs to be replaced.
  3. On the Home menu, choose the Replace action.
    The Drawing Search Results page opens with all entries to which the drawing can be replaced.
  4. Choose which entries to include in the drawing replacement process:
    • To choose all entries, choose the Change All action. The Change checkbox will be selected for all entries.
    • To choose specific entries, select the Change checkbox on the entry lines.
  5. If you need to start over, choose the Change None action to clear the checkbox on all entries.
  6. Choose the OK button to complete the drawing replacement.

Inactive Versions

If a search result includes inactive versions of the document, a message opens to alert you that drawings are typically not replaced in these types of documents. The Inactive Version checkbox will be selected on the relevant lines. However, you are still able to select the entries and perform the drawing replacement.

For example, a production BOM has multiple versions: A, B, C, D, and E (which is the only active version). The drawing you want to replace was assigned to versions A, B, and C, and then a new drawing was assigned to versions D and E. If you search for the drawing used in versions A, B, and C, then only these entries will be shown for the Production BOM Version line (No. of Entries = 3). If you choose the Replace action for the Production BOM Version entries, the message will be shown and the Inactive Version checkbox will be selected for the three entries.

If the drawing to be replaced had been used in all versions (A–E), then five entries would be shown for the Production BOM Version line (No. of Entries = 5), the message would still open when the Replace action was chosen, and the Inactive Version checkbox would be selected on the lines for versions A–D but not on version E because it is the active version.

To use the drawing search to replace drawings manually

  1. Open the drawing to replace and then choose the Search action on the Home menu.
  2. In the lines, choose the entry where the drawing needs to be replaced and then either choose the Show Related Entries action or the value in the No. of Entries field.
  3. Select the entry that needs the drawing replacement and then open the related drawing or drawing set.
  4. Replace the drawing as needed.

Delete Drawings from Drawing Sets

If a drawing is no longer used and needs to be deleted from many drawing sets, then you can use the Drawing Search page to perform a mass deletion.

To delete a drawing from drawing sets

  1. Open the drawing to delete and then choose the Search action on the Home menu.
  2. In the top section, clear the Drawing No. and Revision Code fields in the Replace with group.
  3. On the Home menu, choose the Replace action.
    The Drawing Search Results page opens, displaying all entries from which the drawing can be deleted.
  4. Choose which entries to include in the drawing deletion process:
    • To choose all entries, choose the Change All action. The Change checkbox will be selected for all entries.
    • To choose specific entries, select the Change checkbox on the entry lines.
  5. If you need to start over, choose the Change None action to clear the checkbox on all entries.
  6. Choose the OK button to complete the drawing deletion.

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