Replace an item

Requirements

To replace an item in its current cBOM context, you must first check out the parent item in order to maintain the relationship between the child and parent.

Replace an item

1. Open the assembly containing the item to be replaced in your CAD software.

2. Refresh the cBOM view. Ensure the parent items of the item to be replaced are checked out.

3. Right-click the item you want to replace and select Copy.

   • Cancel, Clone and Replace are displayed at the top.

4. Select the items you wish to replace.

   Tip: Right-click the top level box to select items by status.

5. Click Replace.

   • Upchain begins the copying process

6. Refresh the cBOM view.

   • The new item appears as 'Not Registered' with an orange icon next to it indicating a new item is about to be created.

7. Right-click the parent item and select Check in (or Save).

   • The CAD Check in window opens and indicates with a green icon that new items are about to be created.

8. In the CAD Check in window, click OK.

The new item is created and replaces the original item in the cBOM.