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.
A part record contains information for modeling a physical part's structure. Part records include common item elements for identification and iteration control, custom attributes, references, file attachments, tasks and other common elements.
The part class also has:
- Attributes such as unit of measure, unit cost, mass, lead time, etc. that are useful when exporting your product data to computer systems like MRP/ERP.
- Materials content and end-of-life recycling data.
- A single-level parts list that, when used with other parts, can show a multi-level bill of materials.
- A list of approved manufacturers for purchased parts.
The Materials list shows the chemical substances that are used to make the part. Each line item consists of
- a substance name or identification,
- the quantity and its unit of measure,
- a calculated proportion (based on the part mass), and
- the location or application of hazardous or controlled material.
The constituents of a part, as well as a complete product, can be summed and reported.
Bill of materials (BOM) §
A bill of materials ("BOM") is a list of the physical parts required to build a manufactured assembly. (It may also be a list of chemicals in a formula or ingredients in a recipe.) Each row on the BOM is uniquely identified by its find number; the row identifies a physical part with quantity, unit of measure and possibly application notes, procedure instructions or reference designators.
An indented BOM report shows all of the direct parts, and those parts' lower-level components, that are required to construct an assembly. All items that directly report to the assembly are considered as one level deep; items that directly report to first-level items are two levels deep; and so on. (The top assembly has a depth of zero.) Complex products can have as many as 10 levels, although simpler BOMs are much easier and less expensive to manage, particularly in modern continuous-flow production environments.
To protect the product, child items should be added and removed only after careful review and approval. An item must be released on an executing change, and a child item must also be added on or taken off an item BOM. The BOM: Markup list tracks these changes. Once you've added or deleted the appropriate child items, releasing the item iteration also implements those markup items. The final BOM is shown on the BOM: Current list.
Find-item numbers §
A find-item number is a child item's location on the BOM and provides:
- A point of reference between iterations (and specifically technical revisions), or between similar parent items.
- A way to identify items depicted on a drawing without including the actual item number on the drawing, thereby abstracting the item's purpose from its identification.
To show the differences between two consecutive revisions of a parent item, BOM markups refer to a particular find number, and reference that find number in removing one item and adding a different item. To ensure traceability between revisions, find numbers cannot be modified after the parent item's initial revision has been released.
Rather than designing every part that your products use, your organization may purchase parts from one or more approved vendor source. The source list is sometimes called an Approved Manufacturer List ("AML") or Approved Vendor List ("AVL").
Only a part record can be the source for a part. You can't drop a document record onto the Sources: Markup list.
The rank number shows the designer's preference of one supplier over a different supplier.
Your own organization can be the source for an item. This is useful if you are switching to a different numbering system, or have discovered multiple inventory numbers for the identical item, or are merging two different companies' identification schemes.
Help Guide Contents [as PDF]
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0400. How to start the PDXpert client
- 0500. PDXpert introduction
- 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. How to work with documents
- 1000. How to start a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with 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 or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2100. Menu reference
- 2200. Document reference
- 2300. Part reference
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. 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