Exchange Components

Exchange Configured Components

The Exchange Configure to Order Components function allows you to batch-replace or remove a component (item or resource) across one or more CTO workflows in a single operation. This is useful when a component is discontinued, replaced by a newer version, or needs to be substituted across all workflows where it is used.

The function is available from the "Workflow Card" and "Workflow List" screens under the processing actions.

When to Use

  • An item has been discontinued and needs to be replaced with a substitute across all workflows.
  • A supplier has changed and the item number has changed for the same product.
  • An item variant is being retired and needs to be swapped with another variant.
  • A resource is being replaced (e.g. a machine is being replaced with a newer model).
  • A component needs to be removed entirely from all workflows where it appears.

Request Page Fields

Exchange (From)

Specify the component you want to find and replace:

Field Description
Type The type of component to exchange: Item or Resource. This field must be filled in before proceeding.
No. The number of the component to find. Use the lookup to select from the item or resource list. The component must exist in the system.
Variant Code Optionally specify a variant code to narrow the exchange to a specific item variant. Only enabled when the type is Item. If left blank, all variants of the item are matched.

With (To)

Specify the replacement component:

Field Description
Type The type of the replacement component: Item, Resource, or (blank). Setting the type to blank will delete all matching occurrences instead of replacing them.
No. The number of the replacement component. Use the lookup to select from the item or resource list.
Variant Code Optionally specify a variant code for the replacement item. Only enabled when the replacement type is Item.

Scope

Control which areas of the workflow are searched and updated:

Field Description Default
Exchange Base Components When enabled, base components (items/resources defined at the workflow level that are always included) are searched for the specified component and exchanged. Enabled
Exchange Option Components When enabled, option components (items/resources defined against specific step options) are searched and exchanged. Enabled
Exchange Selections When enabled, step selections (items/resources defined on Item or Resource step lines) are searched and exchanged. Enabled

Workflow Filter

The report includes a workflow filter on the request page. By default, the exchange runs against all workflows. You can filter by workflow number to limit the exchange to a specific workflow or range of workflows.

Note: When running the exchange from the Workflow Card, the filter is automatically set to the current workflow. When running from the Workflow List, you can set your own filter or leave it blank to process all workflows.

How It Works

  1. The report iterates through each workflow matching the filter.
  2. For each workflow, it searches the enabled areas (base components, option components, and/or selections) for records matching the Exchange type, number, and variant code.
  3. For each match found:
    • If a replacement is specified (the "With" type is not blank), the component is updated to the replacement type, number, and variant code. The description and other fields are re-validated from the new item or resource.
    • If the "With" type is blank, the matching component is deleted.
  4. A progress dialog shows the current type and number being processed.
  5. On completion, a message reports how many workflow entries were updated.

Validation

The report validates the following before running:

  • The Exchange Type must be specified (cannot be blank).
  • The Exchange No. must be specified.
  • You cannot exchange a component with itself (same type, number, and variant code).
  • If the replacement type is blank (deletion mode), a confirmation prompt is shown.

Completion Messages

Scenario Message
Components were exchanged "[N] configure to order workflows have been updated."
No matches found "[Type] [No.] has not been found in any configure to order workflows."
No matches found (with variant) "[Type] [No.] variant code [Variant] has not been found in any configure to order workflows."

Examples

Replace a discontinued item

Item 1000 (Old Widget) is being replaced by Item 2000 (New Widget) across all workflows:

  • Exchange: Type = Item, No. = 1000
  • With: Type = Item, No. = 2000
  • Enable all three scope options

Replace a specific variant

Item 1000, Variant RED is being replaced by Item 1000, Variant BLUE:

  • Exchange: Type = Item, No. = 1000, Variant Code = RED
  • With: Type = Item, No. = 1000, Variant Code = BLUE

Remove a component from all workflows

Resource R100 should be removed entirely:

  • Exchange: Type = Resource, No. = R100
  • With: Type = (blank)
  • Confirm the deletion when prompted

Note: This operation modifies workflow data directly and cannot be undone. It is recommended to review the affected workflows after running the exchange to verify the changes are correct.