Product Snapshot Management

The Snapshots tab allows you to perform tasks such as upload a new BoM Configuration, create a new Concept, create a new Snapshot, and so on.

The Snapshots tab appears only at the Product level of the Program tree.
The Snapshots tab allows you to perform the following tasks:
  • Upload a new BoM Configuration
  • Create a new Concept Snapshot
  • Create a new Development Snapshot
  • Copy from another Snapshot
  • Import Snapshot
  • Delete Snapshot
  • Recalculate Weight
  • Recalculate Costs
  • Customize Grid Columns
  • Save as XLSX report
  • Approve Snapshot
  • Reject Snapshot
  • Mark for validation
  • Reload Snapshots
  • Import selected BoM
You can also right-click the Snapshot name and perform the following tasks:
  • Navigate to Concept/Development (this operation is context dependent. If the selected Snapshot is of 'Concept' type, you navigate to Concept > F-BoM Management, and if the selected snapshot is of 'Development' type, you navigate to Development > E-BoM Management.
  • Create a new Concept Snapshot
  • Create a new Development Snapshot
  • Copy from another Snapshot
  • Import Snapshot
  • Delete Snapshot


The following table provides detailed information that you must specify for a Snapshot:
For Specify
Icons Used to add icons for needed recalculation. The following three different icons are available:
  • Yellow icon - Indicates that weight recalculation is needed.
  • Green icon - Indicates that cost recalculation is needed.
  • Red icon - Indicates that both weight and cost recalculation are needed.
# Indicates a sequential number automatically assigned by the Weight Analytics at the time of loading a BoM.
Status Indicates the status of the BoM. For a list of possible statuses, see the Snapshot Status table.
User code Indicates the user name of the user who created the Snapshot.
Validity Date Indicates the date of uploading the Snapshot that you have created manually. It also lists the date that is set automatically by the system when an approved Snapshot is duplicated.
Condition Indicates whether the weight of the parts is considered as "empty parts" or "filled parts" (e.g. tank with empty weight or fuel filled weight)
BOM system of unit Specify the unit when you create a Snapshot manually.
Note: When the Snapshot is created automatically, the unit system is the same as the unit set in the reference Snapshot.
Weight Margin Indicates the margin that you define for the estimation of weight in the Snapshot (this value is added to the total weight). This data is editable.
Freezing Date Indicates the date of approval of the BoM set by the system. The freezing date is allotted only if the Snapshot has been approved.
Freezing by User Indicates the User ID of the user who approves the Snapshot and is set automatically by the system.
Table 1. Snapshot Status Table
Status Description
Loading Indicates the status of the Snapshot during the loading process.
Loaded Indicates that the BoM has been loaded, but not processed.
Processing Indicates that the Snapshot is under process.
Processed Indicates that the Snapshot has been processed. (This status will need some time to be updated to the database).
To be revised Indicates that the processed Snapshot is error-free.
Error Indicates that the processed Snapshot contains errors.
Work in Progress Indicates the processed Snapshot after approval.
Check Indicates that a Snapshot that has been approved after completion of Work in Progress state.
Approved Indicates that a Snapshot that has been checked and approved. Once a Snapshot has been approved and frozen, a copy of the Snapshot is created automatically with a status of Work in Progress.
Reject Indicates that a Snapshot that has been checked and rejected. The status returns to Work in Progress.
Concept Indicates that a new Concept is created. This status cannot be changed.

Upload a new BoM configuration

  1. Click the Upload new BOM configuration icon.
    The Upload new BOM configuration dialog box is displayed.
    The User row shows the user currently logged in.
  2. Click the calendar icon in the Reference Date field.
    A calendar is displayed below the icon.
  3. Select the required date from the calendar.
  4. Select the BOM type from the BOM Type dropdown list.
  5. Select the required System of Units from the BOM system of unit dropdown list.
  6. Click the Upload icon next to File Name to Upload.
    The File Upload dialog box is displayed.
  7. Navigate to the file containing the BoM data that you want to upload.
    The file name is populated in the File Name to Upload field and the file will be uploaded to the WA server. A message indicating the size of the uploaded file is displayed next to the field.
  8. Use one of the following options:
    • Without a Preview
      1. Click Confirm.

        The uploaded BoM is listed in the uploads table. The same BoM will be displayed as a new Snapshot in the Snapshots table. The status of this Snapshot will change to Loaded.

      2. Select the uploaded BoM from the uploads table and then click the Import selected BOM icon.

        The status of the Snapshot changes from Loaded to To be revised.

    • With Preview
      1. Click Preview.

        A new popup containing a preliminary analysis of the file described in tabs is displayed. Each tab displays traffic light colors to indicate blocking errors (red), warnings (yellow) or correct data (green).

        The first tab Format Issues provides details on the file format (delimiter issue, different number of columns, and so on):
        The second tab Weight Issues provides a list of objects in the file that assume different weight values:
        The third tab Weight File vs Best Weight provides a list of parts/revisions with different weight values or weight maturity between file data and WA data:
      2. Click Execute.

        The Bom Structure Issue tab will contain the results of the imported BoM and when closing the dialog box, the status of the Snapshot changes to To be revised.

        The red alert at least in one of the first three tabs will disable Execute.
      3. Before clicking Execute, click Close, and the uploaded BoM will be listed in the uploads table. The same BoM will be displayed as a new Snapshot in the Snapshots table. The status of this Snapshot changes to To be Revised.
        Note:
        • The Confirm and Preview run procedures that create a Snapshot in Loaded status.
        • The Execute and Import selected BOM run procedures that change the status from Loaded to To be Revised.
  9. Click the Enable Changes icon.
    The Weight Margin column of the Snapshot is enabled.
  10. Specify a value in the Weight Margin column for the selected Snapshot.
  11. Click the Save Changes icon.
    A confirmation dialog box is displayed.
  12. Click OK.
    The changes made will be updated to the database.

Create a New Concept Snapshot

  1. Click the Create new Concept icon.
    The Create new Concept dialog box is displayed.
  2. Click Confirm.
    A new Concept will be added to the Snapshots table.
  3. You can edit the Weight Margin of this Concept using the Enable Changes option.

Create a New Development Snapshot

  1. Click the Create new empty Snapshot icon.
    The Create New Snapshot dialog box is displayed.
  2. Specify a date that you want to associate with this Snapshot in the Reference Date field.
  3. Click Confirm.
    A new Snapshot with a status of To be revised is added to the system and listed in the Snapshots table.
  4. Click the Save Changes icon.
    A confirmation dialog box is displayed.

Copy a Snapshot

  1. Click the Copy from another Snapshot icon.
    The Select source (copy from) Snapshot dialog box is displayed.
  2. Select the source Snapshot that you want to copy.
  3. Click the icon.
    The Product Selection dialog box is displayed.
  4. From the Program tree, select the required Product.
    Select Product is enabled.
  5. Click Select Product.
    The Product Selection dialog box closes and the Select source (copy from) Snapshot dialog box is updated with the name of the selected Product.
    Note: You can copy a Snapshot with any status (Work in Progress, Approved, or To be Revised).
    The Snapshots that are available for the selected product will be listed in the Snapshots dropdown list.
  6. Select the required concept Snapshot from the Snapshots dropdown list.
    The status of the Concept Snapshot remains the same after copying.
  7. Click Confirm.
    The selected Snapshot will be copied to the Snapshots table with To be revised status.
    Note: To copy the Snapshot, the Functional View of the source Program must be same as the target Product. If it is different, then the Concept Snapshot is shown as blank.

Remove/Delete a Snapshot

  1. Click a Snapshot in the Snapshots table.
  2. Click the Delete Snapshot icon.
    A confirmation dialog box is displayed.
  3. Click OK.
    A confirmation dialog box that reminds you to save the changes made to the Snapshots table is displayed.
  4. Click the Save Changes icon.
    A confirmation dialog box is displayed.
    The Snapshot is deleted from the database.

Recalculate Weight

  1. Click the Recalculate icon to initiate recalculation of the weight in the selected Snapshot.
    Every time the weight of a part is changed in the Snapshot, you must perform the recalculate operation again. This icon will automatically be enabled whenever a Snapshot is changed.
  2. To initiate this operation, click the Recalculate icon.
    All the changes made to the Snapshot are updated and the overall weight is recalculated.

Recalculate Cost

  1. Click the icon to initiate recalculation of the cost in the selected Snapshot.
    Every time the cost of a part is changed in the Snapshot, you must perform the recalculate operation again. This icon will automatically be enabled whenever a Snapshot is changed.
  2. To initiate this operation, click the icon.
    All the changes made to the Snapshot are updated and the overall cost is recalculated.

Customize Grid Columns

  1. Click the icon to customize the columns view.
  2. In the Customize Grid View dialog box, select the column or cluster check boxes that you want to include in the table.
    The list of check boxes on the left are the individual columns that can be added or removed from the table. The check boxes in the Cluster groups selection selection list are the categories of columns. If you select any cluster from this list, all columns that belong to this cluster are selected automatically.
  3. Click Save and Close to save the changes that you have made.
    The selected columns will be added to the table and the unselected columns will be removed from the table.

Update Snapshot Status

  1. Select the required Snapshot from the Snapshots table.
    Upon selection, the Mark for Validation icon is displayed.
  2. Click to validate the Snapshot in its current form.
    The status of the Snapshot changes to the next status in the approval process. The following icons are displayed:
    • Approve
    • Reject
    Post validation, you can click the Approve or Reject icons to approve or reject a Snapshot before moving further along to the final approval state. After a Snapshot is frozen, the date of freezing the Snapshot and the user who freezes the Snapshot will be populated in the Freezing Date and Freezing by User columns respectively.