This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

Organizations

Purpose

Identifies your organization as well as the suppliers, customers, regulatory agencies and other entities that interact with it or that affect your PLM process.

Expanding a specific organization member will display the departments associated with it. These departments can be designated as change form reviewers.

You cannot delete the home organization, which has its Default member checkbox marked. By design, the home organization is permanent and active, and the licensee of this PDXpert instance.

Where used

Documents, parts, persons (employees)

Data fields

General tab

Name

This is the name of the company, agency or other organization.

This value is locked for the home organization. You can only change its value in the Software License Key dialog, which can be opened by double-clicking on the Name field or by selecting Software License Key from the Tools menu. You may need to restart your PDXpert client application to see license changes in the Organization window.

Display name

You'll typically use the organization's abbreviation for this value. It's used extensively throughout PDXpert to identify the organizations responsible for creating and managing documents as well as manufacturing or distributing parts.

Parent organization

This textbox identifies the current organization's parent enterprise. You must go to the parent organization to change the relationship between the parent and current organization members.

Language

This is the organization's preferred language for communications. Most documents, part descriptions and changes will be written in this language. You can select from active members of the languages collection.

D-U-N-S number

The D&B D-U-N-S Number is a unique nine-digit identification sequence, which provides unique identifiers of single business entities, while linking corporate family structures together. It is recognized and/or required by many government, industry standards bodies and trade associations, including ANSI, the United Nations, the U.S. Federal Government and the European Commission.

D-U-N-S+4

This 13-digit (9+4) value specifies the organization and its geographic location. In non-IPC environments, you may prefer to use this for the EAN.UCC 13-digit Global Location Number.

Currency

This is the organization's preferred currency. For instance, when a part is assigned a cost, this currency will be assumed unless overridden.

Partner classification

You can classify the organization and its relationship to your own organization, which may be important to other parties who exchange product design data with you. (See the Partner classifications topic for more information.)

Supplier status

Use this to indicate whether the current organization is an approved supplier. This list is managed using the Item lifecycle phases collection, displaying only those part lifecycle phases which have their Show for Partner organizations checkbox marked.

URL/website

Enter the organization's home page or intranet page. Clicking on this link launches your computer's default browser and attempts to open the web page.

Active: users can select

Default member of collection

Permanent member of collection

For a description of these checkboxes, see the Collections reference > Common properties & attributes help topic.

Address tab

These fields are used to specify the organization's location and contact information, and are generally self-evident. Clicking on the email address fields will create a new email using your computer's default email application.

The Country and Postal code values are locked for the home organization. You can only change their values in the Software License Key dialog. You may need to restart your PDXpert client application to see any changes.

Files tab

The Files list lets you attach files to the current organization. These can be changed at any time by users with administrative permissions for the Organizations collection.

Library tab

Library files are saved within PDXpert's own data library. Appropriate uses may be to save, for example, non-disclosure agreements and customer contracts.

URLs tab

URLs can point to files stored anywhere: on your local computer, a file server, or a website. An unmanaged file is not controlled by PDXpert, and may be modified, moved or deleted without PDXpert's knowledge. Use a URL when you want to always point to the latest version of an often-updated "background information" file, such as the organization's web site or supplier-maintained price list.

Notes tab

The Notes textbox may be used for any purpose that you choose. Up to 20,000 characters (about 10 printed pages of text) can be added.

Setup suggestions

The organization which has been assigned the PDXpert software license is always defined as the default ("home") collection member. Modify the default organization member to reflect your company's information. You cannot modify the home organization's Active or Permanent member checkboxes.

Create an entity record for any organization that:

• Issues document numbers or part numbers that are used in your PLM system
• Supplies you with parts
• Has regulatory control over the technical contents of your documents
• Has adopted any of your documentation for its own use, and will be affected by changes to that documentation

Providing a unique Display name for every entity you add to the database will help you distinguish between various organizations' parts and documents. Make the abbreviation suggestive of the organization you're working with: "Motorola", "CSA", "VDE", "FDA" and "Boeing" are good examples.

In U.S. Government contracting environments, the CAGE code can be used as (or appended to) the Name or Display name values. The CAGE then becomes a searchable value for items in the database.

2030

Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.