BOM and routing statuses

What each BOM, routing, and item revision status means and which actions are available in it.

BOMs, routings, and item revisions share the same shape of lifecycle: they start editable in Draft, lock when Released, and end in a retired state. The status controls what you can edit and whether Production can build from the record.

BOM statuses

StatusMeaningWhat you can do
DraftBeing built or revised. Editable.Add and edit lines, release.
ReleasedThe version Production builds from. Locked.Revise (new draft version), or obsolete.
ObsoleteRetired. No longer used.None.

The following diagram shows how a BOM moves between statuses:

BOM status flow: Draft to Released to Obsolete, where a Released BOM can be revised into a new Draft version

Releasing a BOM requires exactly one Primary line that matches the BOM's item, and every line must have a positive quantity.

Routing statuses

StatusMeaningWhat you can do
DraftBeing built or revised. Editable.Add and edit operations, release.
ReleasedThe version Production builds from. Locked.Revise (new draft version), or obsolete.
ObsoleteRetired. No longer used.None.

A routing follows the same flow:

Routing status flow: Draft to Released to Obsolete, where a Released routing can be revised into a new Draft version

Releasing a routing requires at least one operation, and setup and run times cannot be negative.

Item revision statuses

StatusMeaningWhat you can do
DraftNew revision being prepared. Editable.Release, or obsolete.
ReleasedThe current effective revision.Obsolete. (Releasing a newer one supersedes it.)
SupersededReplaced by a later released revision.None.
ObsoleteRetired.None.

The following diagram shows how an item revision moves between statuses:

Item revision status flow: Draft to Released, then Superseded when a newer revision is released, with Obsolete reachable from Draft or Released

Releasing a new item revision automatically supersedes the prior released revision for that item and sets its effectivity dates.

Editing rules

  • Only a Draft record is freely editable. To change a released BOM or routing, revise it into a new draft version, edit that, then release.
  • A released definition stays on record after it is superseded or made obsolete, so history of what was built remains intact.

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