BOM Template Versions
A BOM Calculation Template supports versioning to track and preserve changes to formulas, lines, variables, properties, and restrictions over time. Each version is a complete, independent snapshot of the template. The version marked as Active is used for all new configurations.
Warning
Changes to the active version (the base template with no version code) affect all future configurations immediately. If you need to preserve the current state before making changes, create a new version first.
Version Concepts
- Base template (empty version code) — The current working state of the template. This is always the editable version and serves as the source for new configurations. It is not a named version.
- Named version — A saved snapshot with a non-empty Version Code. Named versions are read-only and store an independent copy of all template sub-records (lines, variables, properties, matrices, restrictions).
- Active version — The version flagged as Active. Only one version can be active at a time. Activating a named version restores its data back to the base template.
Note
Item variants already created from a BOM template are not affected when a new version is created. The updated template is only applied when configuring new variants.
Opening the Versions List
- Open a BOM Calculation Template card.
- Choose the Versions action in the ribbon.
The versions list shows all named versions sorted by version code in descending order.
Version Fields
| Field | Description |
|---|---|
| Version Code | Unique identifier for the version. Automatically assigned when creating a new version. |
| Description | Description of the version, inherited from the template at the time of creation. |
| Calculation Type | The calculation type used in this version (e.g. inside or outside dimensions). |
| Active | Read-only indicator showing whether this version is currently active. |
How to Create a New Version
- Open a BOM Calculation Template card.
- Choose the Create New Version action in the ribbon.
- Confirm the prompt to create a new version.
- If no changes have been made since the last version, a second confirmation asks whether to create the version anyway.
The system creates a complete copy of the current base template, including all lines, properties, variables, matrices, restrictions, and routing template data. The new version is automatically set as Active.
How to Activate a Version
- Open the versions list from the BOM Calculation Template card.
- Select the version to activate.
- Choose the Set Active action.
Activating a version restores its data back to the base template. This replaces the current working state.
How to Restore a Version
- Open the versions list from the BOM Calculation Template card.
- Select the version to restore.
- Choose the Restore action.
Restoring copies the version data to the base template without changing which version is marked as active.
How to Reset the Default Configuration
If a default configuration was saved for the template version and is no longer needed, it can be removed.
- Open the version card from the versions list.
- Choose the Reset Default Configuration action.
- Confirm both prompts to reset the default configuration.
Note
This action is only available when a default configuration has been saved for the version. Once reset, the configurator opens without pre-filled values for this version.
Use Cases
- Seasonal changes: Create a new version before adjusting material specifications for a different season.
- Material updates: Save the current state before switching to alternative materials or suppliers.
- Cost adjustments: Preserve the previous cost structure before updating formulas.
- Testing: Create a version before experimenting with significant formula changes, so you can restore the previous state if needed.