PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Defines the format and next assigned number for new documents, parts and changes.
Documents, parts, changes
- This is the complete name for the identifier sequence.
- This describes the identifier sequence and how it should be used.
- Prefix characters—
- These are an unchanging set of characters that are copied to the beginning of every Next assignment value.
- Example: If you've specified "DWG-" as the current sequence's prefix characters and the Next assignment value is "100123", then the value assigned to a new item would be "DWG-100123". The subsequent assignment would be "DWG-100124".
- Next assignment—
- The currently-displayed Next assignment value is assigned to a new item's number attribute, and the sequence value is incremented after the assignment. You specify both the sequence's format and the actual next-assigned value. The format is determined by the location and type of character (letter, number or symbol) that you enter. If you enter a numeric digit at a specific location, then all subsequent values will only use a numeric digit at that location. Likewise, a letter at a particular location ensures that only letters are used when the identifier is incremented. Non-alphanumeric characters (e.g., "/" or "-") are skipped when the value is incremented.
- Example: If you've specified "123AZ-99" as the Next assignment value, then the value would be incremented to "123BA-00".
- Use only numeric characters (0..9) in your sequences. Avoid using a sequence longer than 8 characters.
- Suffix characters—
- These are an unchanging set of characters that are added to the end of every Next assignment value.
- Example: If you've specified "-000" as the current sequence's suffix characters and the Next assignment value is "100123", then the value assigned to a new item would be "100123-000". The subsequent assignment would be "100124-000".
- Skip characters—
- You can also specify which characters are not considered when a Next assignment value is incremented. Since these characters are only examined when the sequence increments, you can (for instance) use a skip character as the initial value for an identifier and it will never be used in a subsequent assignment.
- Example: If the letters "IOZ" are invalid, then the Next assignment value of "CH9Y9" is incremented to "CJ0A0".
- If your company mixes letters and numbers in the same identifier (not a best practice), then the letters BIOQSZ are good candidates to be skipped since, in some typefaces, they are difficult to distinguish from numbers.
- 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.
Where Used tab—
This list enumerates all of the item types that are using the current identifier sequence.
Designing a part or document number scheme can be simple or highly complex. For our recommendations, search the web for pdxpert item number best practice.
Item identification is not just assigning a number to a part or document, but typically includes defining the owning organization and possibly the item class and item type.
To avoid duplicate identifiers, your System Rules window specifies which data elements are tested for uniqueness. As you configure your identification system, you should also refer to the System Rules reference > Item uniqueness definition help topic for more information.
If you need to reserve a block of numbers (such as for a contract design service), edit the Next number value. For example, if the current value is 100489 and you need to reserve a block of 100 numbers, modify the Next number to 100589.
Although you can modify a sequence after it's been in use, you should anticipate any conflicts with previously-created items.
Edit the value only when no other users are creating new item records.
Help Guide Contents [PDF]
- 0001. Welcome!
- 0002. Help conventions
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0400. How to start the PDXpert client
- 0500. Program concepts
- 0600. How to set up PDXpert
- 0700. How to use the Item Explorer
- 0800. How to use the Collection Explorer
- 0900. How to work with documents
- 0901. Manage documents
- 1000. How to start a document
- 1003. Fill in the new document
- 1004. Add a document's references
- 1005. Save your document
- 1006. Remove your document
- 1007. Release your document
- 1008. Manage a released document
- 1009. Revise a released document
- 1010. Cancel a released document
- 1100. How to work with parts
- 1101. Manage parts
- 1200. How to start a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add a part's references
- 1208. Save your part
- 1209. Remove your part
- 1210. Release your part
- 1211. Revise a released part
- 1212. Manage a released part
- 1213. Cancel a released part
- 1300. How to revise multiple markups
- 1400. How to work with change forms
- 1401. Processing a change
- 1402. Originate a new change form
- 1403. Analyze a submitted change
- 1404. Fix change processing errors
- 1405. Remove your change form
- 1406. Review a routed change
- 1407. Resolve an on-hold change
- 1408. Analyze an accepted change
- 1409. Use a released change
- 1410. View a completed change
- 1411. Analyze a stopped change
- 1412. View a rejected change
- 1413. Remove a canceled change
- 1414. Return a submitted change
- 1500. How to work with file attachments
- 1600. How to report, import & export
- 1601. Create a report
- 1602. Export a PDX package
- 1603. Use the Report/Export Wizard
- 1700. Import & update items
- 1701. Initialize your PLM database
- 1702. Use the External Data Importer
- 1703. Item Master import
- 1704. Iteration-level relational imports
- 1705. Bill of materials import
- 1706. References import
- 1707. Revision files import
- 1708. Sources import
- 1709. Item-level relational imports
- 1710. Item files & links import
- 1711. Materials import
- 1712. Groups collection import
- 1713. Materials collection import
- 1714. Organizations collection import
- 1715. Persons collection import
- 1716. Custom collection import
- 1800. View & export via ODBC
- 1801. View database objects
- 1802. Create an ODBC connection
- 1803. ItemViews reference
- 1804. ReferencePairViews reference
- 1805. SourcePairViews reference
- 1806. SourceItemMasterView reference
- 1807. StructurePairViews reference
- 1808. ChangeViews reference
- 1809. ChangePairViews reference
- 1810. FilePairMasterView reference
- 1900. How to perform other tasks
- 2000. Menu reference
- 2100. Item Explorer reference
- 2200. Document window reference
- 2300. Part window reference
- 2400. Change Form window reference
- 2500. System Rules reference
- 2501. System Rules window
- 2502. General: Copy files to snapshot
- 2503. General: Item uniqueness definition
- 2504. General: Reviewer's comment required
- 2505. Default File Access
- 2506. Password Policy
- 2507. References Tabs
- 2508. BOM: Allow duplicate parts
- 2509. BOM: Lock part default unit of measure
- 2510. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2800. General
- 2900. Documents
- 3000. Parts
- 3100. Changes
- 3108. Custom collections
- 3200. Other reference topics
- 3300. Software licenses & legal notices