Understand the Effective date BOM structure

The following conditions determine how Upchain calculates the BOM structure when an effective date is configured for a project.

Conditions 1	Result
End item and direct parent are Released. The item's creation date precedes the project's Effective date.	Effective date pulls the item into the eBOM structure.

Conditions 2	Result
End item and direct parent are Released. The item’s creation date is after the project’s Effective date.	Effective date excludes the item from the eBOM structure.

Conditions 3	Result
End item and direct parent are Released. Item belongs to one end item or project. New versions of the item exists elsewhere on the same tenant and all of these items have a creation date that precedes the project’s Effective date.	In the eBOM structure: The direct parent adopts the top-level, child-item's status; Includes any newly created items and new versions of existing items - pulled in from wherever it exists on the tenant.

Conditions 4	Result
End item and direct parent are in Development. The direct parent’s creation date precedes the project’s effective date.	Effective date pulls the latest versions of edited/updated eBOMs into the eBOM, irrespective of their creation date. Effective date does not pull in newer versions of items if they are Obsolete or Externally_Released even if their creation date is within the project’s Effective date. Effective date pulls in the latest, checked-in versions of all items into the eBOM, irrespective of the items’ creation date. Newly created items that were checked in are also pulled into the eBOM.

Conditions 4

Result

Effective date pulls the latest versions of edited/updated eBOMs into the eBOM, irrespective of their creation date.
Effective date does not pull in newer versions of items if they are Obsolete or Externally_Released even if their creation date is within the project’s Effective date.
Effective date pulls in the latest, checked-in versions of all items into the eBOM, irrespective of the items’ creation date. Newly created items that were checked in are also pulled into the eBOM.

Conditions 5	Result
End item is Released or in Development and direct parent is in Development. The direct parent’s creation date precedes the project’s effective date.	Effective date pulls in the latest saved versions of all items, irrespective of the items’ creation date. Any structural changes made in Upchain are part of this eBOM.