Set Item Effectivity

Setting effectivity releases an item to production at a specified date. Effectivity can only be set on an item in the released state.

Effectivity can be set by:

• Users with Item Editor Level 2, ERP Manager, or Administrator roles. Effectivity can only be set or edited manually on items when the lifecycle state is set to Released.
• A change administrator on a change order in the Approved state.
  Note: Only the administrator can perform the Set Effectivity activity on an item attached to a change order. The change administrator must set the effectivity in the Approved state to release the items to production and close the change order.

The date for the items to become released is specified in the Set Item Effectivity dialog box.

Note: Setting effectivity on a parent item also sets the effectivity on any previously unreleased children.

Lifecycle States and Item Effectivity

• The effective date is the date when the items become effective and are released to production.

  If an item is made immediately effective then the lifecycle state is set to Released and the item's effectivity is set to Effective.

• If an item is made effective at some future date, the lifecycle state is set to Released and the item's effectivity is set to Pending. The effectivity date is set to the date at which the item is to be made effective.
• On the date that the item is set to become effective, the item's effectivity is set to Effective. This action additionally sets the previously released effective revision of the item to Superseded. The expiration date of the superseded item is set to the date at which the newly effective revision starts.

The state of the effectivity of an Item whose lifecycle state is released is determined by the following:

State	Description
Pending	The released revision of the item becomes effective on the effectivity start date.
Effective	The released revision of the item that is ready for production.
Superseded	The released revision of the item that is no longer being built whose revision number is less than the currently effective revision. Note: If a new revision of released item is made while the previous released effective revision is set to expire, the new revision becomes effective and the previously released revision set to expire is set to Superseded.
Expired	Released revision of the item that is no longer being built whose revision number is greater than the currently effective revision.

Set Effectivity on an Item in a Change Order

Rules

• The change order must be in the Approved state.
• Only a change administrator can set the effectivity.

1. Right-click a change order and then select Respond ► Set Effectivity.
2. You are prompted to add a comment regarding the effectivity. Add a comment and then click OK.
3. In the Set Item Effectivity dialog box, specify an effectivity date as indicated below.

Set Effectivity on an Item

Rules

• The item must be released before it can be made effective and it cannot currently be associated with either a closed or canceled change order.
  Note: When an item is released, the effectivity of the item is immediately set if a date is not specified in the Set Item Effectivity dialog box. The effectivity date of an item in the Released state can be changed by right-clicking on the item, and selecting Change Effectivity.
• Only an Item Editor Level 2 or Administrator can set the effectivity.

1. Select an item from the item master.
2. Right-click the item and then select Change State.
3. In the Select Lifecycle dialog, select Released.
   Note: Released is only enabled if the item is currently in the Work In Progress or In Review lifecycle state.
4. Click Set Effectivity.
5. In the Set Item Effectivity dialog box, specify an effectivity date as indicated below.

Note: To change the effectivity of an already released item, right-click the released item in the item master and then select Change Effectivity.

Enable Effectivity Expiration Dates

Note: Expired items continue to be displayed in bills of material. With the removal of the Effective BOM option, bills of material no longer display a BOM based on effectivity.

1. Exit Autodesk Vault Professional.
2. Locate the file Connectivity.Product.exe.config in C:\Program Files\Autodesk\Vault Professional [Year]\Explorer.
3. Open Connectivity.Product.exe.config in a text editor such as Windows Notepad.
4. Select Edit > Find.
5. In the Find dialog, enter "enableEffectivityEndDate" and then click Find Next.
6. In the line containing enableEffectivityEndDate, the default value is 0. Change the value to 1.
7. Save the file.
8. Restart Autodesk Vault Professional.

Note: If you set expiration dates in a previous release of Vault Professional, you must enable the expiration date setting to see the expiration dates in the current version of Vault Professional.

Set the Effectivity Expiration Date

1. From the New Effective Date calendar, select a date to make the items effective.

   The effectivity state of an item with a future effective date is set to Pending.

2. If you have enabled the enableEffectivityEndDate setting in the Connectivity.Product.exe config file, then you can specify an expiration date. From the New Expiration Date calendar, select a date to make the items expire or click Never Expire to make the items have no expiration date.
   • If you set an expiration date, the item ceases to be effective on that date and the previously released item is effective unless a new revision has been or is made to supersede it.
   • You cannot set an item's effectivity to expire on a given date if there is no previously released item to revert to.
   • The current revision of any item can be set to a specific effectivity start and end date. If a revision does not have an effectivity end date, then the item's effectivity is never set to Expired.
3. Click OK.