Part types

Other users should not be using the system while you're working. Close all item records in your workspace before you begin. Restart your PDXpert client application when you've finished.

Purpose

Classifies parts according to their application, and defines their rules and custom properties.

Where used

Parts

Data fields

General tab

Name
This is the complete name for the part type.
Abbreviation
This is the name that is displayed in lists and reports to save space. It should be as short as possible, preferably fewer than 8 characters.
Description
This describes the part type and its function.

The following four checkboxes show or hide data lists on a part record. After parts are created while a list is visible, be cautious about hiding the list. Hiding the list does not delete any data on the part. A part's Appears On list may identify parent items where the part is hidden.

Show Materials tab
When this checkbox is marked, the Materials tab is visible. Materials (chemical substances) can be added to the part.
The Part mass (weight) is available only when the Materials tab is shown.
Show BOM tab
When this checkbox is marked, the BOM tab is visible. Component parts can be added to the part.
Show Sources tab
When this checkbox is marked, the Sources tab is visible. Approved manufacturer sources can be added to the part.
Show Files tab
When this checkbox is marked, the Files tab is visible. Revision files, item files and external links can be added to the part.
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.

Attributes tab

Display selection for an additional person #1

Marking the checkbox allows users to identify a person with some responsibility for the part. A different person can be assigned to each new part iteration. For example, you may want trustees to identify the designer responsible for the part.

If this checkbox is cleared, then the additional person #1 dropdown list isn't shown on the part window.

Person #1 role label
This textbox allows you to label the additional person's function. For example, you may want to use Designer or Specified by as the label on the part window. New parts created based on this part type will display this label for the additional person #1.
Display selection for an additional person #2

Marking the checkbox allows users to identify a person with some responsibility for the part. A different person can be assigned to each new part iteration. For example, you may want trustees to identify the part's production user or field service engineer.

If this checkbox is cleared, then the additional person #2 dropdown list isn't shown on the part window.

Person #2 role label
This textbox allows you to label the additional person's function. For example, you may want to use Production or Validated by as the label on the part window. New parts created based on this part type will display this label for the additional person #2.
Display compliance checkbox
For parts that are subject to specific regulatory requirements, display a checkbox that indicates whether the part is in compliance.
Compliance label
This textbox allows you to label the compliance standard(s) that must be met by parts based on this type. You can leave it rather generic, such as Meets regulatory requirements or more specific to the part type, such as Meets RoHS/WEEE regulations.
Identifier sequence
This dropdown list permits you to select an identifier sequence (part number) for the current part type. You can choose a single number sequence for all part types, or you can designate a separate sequence just for electrical components, another for mechanical components, etc. The selections for this are created and managed in the Sequences: Identifier collection.
User cannot edit assigned number
When this checkbox is marked, a new part identifier cannot be modified after it's been assigned. When this checkbox is cleared, the creator/trustee can (a) manually enter an identifier and/or (b) request a new identifier string and edit it after it has been assigned by the system.
Default make/buy
The selected Make/Buy Category collection member is assigned as a new part is created.
User cannot edit assigned make/buy value
When this checkbox is marked, the value assigned by the Default make/buy (above) cannot be modified. For example, standard purchased components will typically be marked (since it's very likely that, say, a standard machine screw will always be bought), while custom fabrications and in-house assemblies will typically be cleared to allow for outsourcing.
Part name template
When a new part is first created, the part's Name (description) field will automatically be loaded with this text value, which the user can then edit. Defining a useful part name template enhances consistency, which makes items easier to locate.
Suggest information that the user should enter as [hint], such as [power rating]. This makes part names more predictable, and can improve search results.
A text template can include custom attribute names as {custom attribute name}. After creating a new part record, clicking the Name{a} button replaces the custom attribute's name with its actual value. For example, a custom attribute named Length, with an actual value of 50 mm, can be merged with a text template like SCREW, {Length} {Length++@U}, PLATED to obtain a part name SCREW, 50 MM, PLATED. See the Collections reference > Custom attributes: Merging custom attribute values into an item name help topic.
Default lifecycle phase
The selected Item Lifecycle Phase collection member is assigned as a new part is created.
Default unit of measure
The selected Unit of Measure collection member is assigned as a new part is created.
Revision must be unique
When this is marked, PDXpert will indicate a rule violation if there is more than one part record iteration with the same revision identifier. Users must update the revision to be unique for all iterations of the part record.
Initial revision sequence
This permits you to specify the record revision format for the current part type. The selections for this are created and managed in the Sequences: Revision collection.
Subsequent revision sequence

If your process distinguishes between pre-production and production revisions, this permits you to specify a production revision format for the current type.

When an item moves to a lifecycle with relative maturity value of 0 or greater (for instance, Production or Service), the subsequent revision sequence format is assigned.

If you use only one revision format for the current type, you should leave this field empty so that the initial revision is incremented when moving to a production lifecycle.

Using a subsequent revision sequence may confuse vendors and employees with unnecessary data changes. Instead of editing a revision when there's no actual technical change, rely on the item's lifecycle phase to specify when it's ready for production.
User cannot edit assigned revision
This checkbox allows you to determine whether users may modify a system-assigned revision, or whether the assignment is permanent.
You should always allow users to edit revisions to items owned by partner organizations, since the part record revision is not controlled within PDXpert.
Part has version
When this checkbox is marked, the version attribute is displayed on the part window, in lists and on reports. When this checkbox is cleared, the version attribute is hidden.
A part typically won't have versions. However, if the current part type is closely associated with an electronic file (for instance, it is a masked ROM), and that file is identified by version, you may want to enable the version field for the associated part type. Keep in mind that multiple versions of a part may be put into a single inventory bin, and may be freely mixed in production, if they all share a common part number. It may be better to assign a unique part identifier to each version of an item.

Custom tab

You can define custom attributes (or "properties" or "extensions") to the system-supplied attributes for each part type. When a new part is created, any custom attributes will appear on the part's Custom tab.

Before working with custom attributes, refer to the Collections reference > Custom attributes topic for important information.

Setup suggestions

Limit the number of part types to broad easily-distinguished categories. Your users shouldn't have to puzzle over whether to categorize a machine screw as hardware or a fastener, or an LED as a diode or a display device.

Part types should be used to facilitate computer searches with distinct names and abbreviations. For example, don't assign the Assembly part type and its abbreviation the label Assembly but perhaps Assembly and Assy.

2035

Learn More
Help Guide Contents [PDF]