If all you want is to unapprove revisions, there is no need to check out the part in Engineering Workbench. You can do so directly from the Part Maintenance by unchecking the approved box on the revision tab.
We're on Vantage 8.00 so maybe something changed on your later version but the "Undo Check Out" action works to remove the revision from the Engineering Workbench group without approving it.
All that said, I would say that best practice would be to keep the revision in the workbench group until it's completed. This gives a solid work queue for the engineer to follow. If more than one engineer is working on the same revision, you can share the group by unchecking the "Single User" option on the group.
HTH
Chris Clunn
We're on Vantage 8.00 so maybe something changed on your later version but the "Undo Check Out" action works to remove the revision from the Engineering Workbench group without approving it.
All that said, I would say that best practice would be to keep the revision in the workbench group until it's completed. This gives a solid work queue for the engineer to follow. If more than one engineer is working on the same revision, you can share the group by unchecking the "Single User" option on the group.
HTH
Chris Clunn
--- In vantage@yahoogroups.com, "Paul Pachniak" <paul.pachniak@...> wrote:
>
>
> We are on version 8.03.408B and have an issue that when you pull a
> Part/Rev into engineering workbench, you have to approve the Rev when
> you move the part back out of engineering workbench. I contacted Epicor
> and was informed that this issue was previously reported, see below.
>
>
>
> Two questions, 1st how do others deal with unapproved part/rev's? We
> currently move them out of engineering workbench and unapprove them, so
> we may have for example 4 unapproved revs and 1 approved rev for a
> particular part. We do not leave them in a workbench group as suggested
> below!
>
> 2nd question is has anyone already written a BPM as per development
> notes below to unapprove a revision after it has been checked in?
>
>
>
> Summary: ENH ENG would like to check in a part with a revision that
>
> is unapproved.
>
> Book: Change Requests
>
> Request no.: 27849MPS
>
>
>
> Description / Steps to reproduce:
>
>
>
> PAGE NUMBER
>
> 27849MPS
>
>
>
> PROBLEM DESCRIPTION
>
> Would like to be able to check in a part revision that is unapproved
>
>
>
> PROGRAM ID
>
> Engineering Work Bench
>
>
>
> SOFTWARE AND DATABASE INFO
>
> Vantage
>
>
>
> Business Reason for Request:
>
>
>
> Vantage doesn't follow the same logic that PDM systems employ.
>
> With PDM, users can check out (only one user can check out at a time)
> numerous times to add or modify without having to approve.
>
> When the process is complete it is approved.
>
>
>
> Typically a part/assembly doesn't get approved until it is completely
> finished.
>
>
>
> The logic Vantage employs is backwards to PDM industry.
>
>
>
> Suggested Enhancement:
>
> Have an option of whether to require approval of the revision before
> checking the part in.
>
>
>
>
>
> VERSION NUMBER
>
> 8.03.404A
>
>
>
> RESPONSE FROM DEVELOPMENT
>
> Typically users would leave the part checked out if they did not want it
> to be used or approved.
>
>
>
> The user could also go in and manually un-approve it.
>
>
>
> 9x enh meeting:
>
> This will not be considered at this time.
>
> Typically users would leave the part checked out if they did not want it
> to be used or approved.
>
>
>
> The user could also go in and manually un-approve it.
>
>
>
> Another option is to create a BPM to go in and unapprove the revision
> after it is checked in
>
>
>
>
>
> Paul E. Pachniak
>
> Accounting Manager
>
> Ace Precision Machining Corporation
>
> W146 N5714 Enterprise Avenue
>
> Menomonee Falls, WI 53051
>
> Phone: 262-252-4003 Ext. 3114
>
> Fax: 262-252-4974
>
> Email: paul.pachniak@...
> <mailto:paul.pachniak@...>
>
> WWW: http://www.aceprecision.com <http://www.aceprecision.com>
>
>
>
>
>
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