# Revising assembly on Estimate for Release

## Revising estimate on two purpose :

* Revising a part which is already in production
* Adding a new part to be purchased or made for an existing assembly.

## Revising a part which is already in production.

### **Step 1**

Make sure BOM on Genius matches with the CAD Model and its ETM properly in order to have updated Bills of Manufacturing.

Open Estimate Module> Navigate to the job provided > Double click to select the estimate.

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzArPdw889Fcgdb%2F0.jpeg?generation=1579285824170053\&alt=media)

### **Step 2**

In this case, we are adding a rework operation to item no **A81404**

#### Select the item in the assembly to add rework > Right click > Click Add Operation

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzBZn_TTboYBVZH%2F1.jpeg?generation=1579285824194514\&alt=media)

### **Step 3**

Click the search icon > Search for rework operation > double click to select > Hit Save

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzC-m13pTCunkJx%2F2.jpeg?generation=1579285824219239\&alt=media)

### **Step 4**

Now we can see a rework operation underneath the item.

#### Select the item A81404 > Click edit button

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzDRSVp3F4UPWWW%2F3.jpeg?generation=1579285824232332\&alt=media)

### **Step 5**

Balloon Ref. is a field which helps us to monitor the changes on a part by using codes

#### Add Revision code in this format : "**REV A**" or "**REV B**" or "**REV C**" on balloon ref. text field > Hit Save

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzFAZash2YLC-9v%2F5.jpeg?generation=1579285824216206\&alt=media)

### **Step 6**

Hit Save button to submit changes to estimate.

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzGX-dmokxnW5DS%2F6.jpeg?generation=1579285824199018\&alt=media)

Revising estimate on two purpose :

1. Revising a part which is already in production
2. Adding a new part to be purchased or made for an existing assembly.

## Adding a new part to be purchased or manufactured for an existing assembly.

### **Step 1**

Make sure BOM on Genius matches with the CAD Model and its ETM properly in order to have updated Bills of Manufacturing.

Open Estimate Module> Navigate to the job provided > Double click to select the estimate.

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzH0ckj8RyI3j4R%2F7.jpeg?generation=1579285824195611\&alt=media)

#### **2. Adding a new part to be purchased or manufactured for an exisiting assembly.**

### **Step 2**

In this case, we are adding items **A52856 (x2)** and **A37370 (x4)** to assembly **A81735.**

#### Select the assembly to add new items under > Right click > Click Add Item

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzI95cjXbC4v8gE%2F8.jpeg?generation=1579285824188837\&alt=media)

**2. Adding a new part to be purchased or manufactured for an exisiting assembly.**

### **Step 3**

Search for the items needed to be purchased or manufactured.

#### Search for item > Update quantity respectively > Hit save button

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzJJS8-fVuvr8dH%2F9.jpeg?generation=1579285824277313\&alt=media)

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzKgmZdWhb6XFmF%2F10.jpeg?generation=1579285824195264\&alt=media)

### **Step 4**

Now we can see items **A52856 (x2)** and **A37370 (x4)** under the assembly **A81735.**

#### Hit Save button to submit changes to estimate.

![](https://3568076745-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fspmconnect%2F-LyolED4JQC8A49OS3Dm%2F-LyolIzLLm-qXh5tiv5k%2F11.jpeg?generation=1579285824197771\&alt=media)