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.

You cannot delete the home organization. By design, the home organization is permanent, default 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. For other uses, see Color-coded environments, below.
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.
Language
This is the organization's preferred language for communications. Most documents, part descriptions and changes are written in this language. You can select from active members of the languages collection.
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.)
Currency
This is the organization's preferred currency. For instance, when a part is assigned a cost, this currency is assumed unless overridden.
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 > Managing collections 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 creates 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 or removed at any time by users with administrative permissions for the Organizations collection.

To add, edit or remove a file:

  • Right-click within the Files area or directly on an existing file. This displays a context menu with the available commands.

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

URLs can point to files stored anywhere such as a file server or 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.

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 is affected by changes to that documentation

Providing a unique Display name for every entity you add to the database helps 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 appended to the Name or used as the Display name value. The CAGE then becomes a searchable value for items in the database.

Color-coded environments

You must request a separate software license key for each non-production server.

The Display name can be used to confirm when users are logged into non-production environments, such as for test or training. Include an exclamation character ! anywhere in the Display name to set the background color on the main window's status bar.

  • ! (without 1, 2, 3, or 4 following) displays the status bar with a black background. For example, !Training displays status text as Status text.
  • !1 displays the status bar with a dark red background. For example, Home!1 displays as Status text
  • !2 displays the status bar with a dark yellow background. For example, SYS!2 displays as Status text
  • !3 displays the status bar with a dark green background. For example, ALT!3rd displays as Status text
  • !4 displays the status bar with a dark blue background. For example, Test!4U displays as Status text

After you save your changes, you must restart your PDXpert client to see the effect.

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