Tools menu

Report/Export Wizard...

Opens the Report/Export Wizard for exporting data files and running specialized reports using members of the Data Transformations collection. This command is available when the user's assigned role has Allow Data Transformations marked.

Markup Wizard...

Opens the Markup Wizard for revising the list of child items that are shown on groups of parent items. This command is available when the user's assigned role has Is an analyst marked for both Documents and Parts.

Preferences...
Opens the Preferences window, which lets you manage personal settings.
Passwords...

Opens the Set Password dialog, which lets you change your local account password. This command is not available if you have logged into PDXpert using a domain account, which is like <domain>\<username>.

Export/Report ▸

Displays selected members of the Data Transformations collection. Commands are displayed only when the user's assigned role has Allow Data Transformations marked, and where the transform's context location is UserArea.

Administrator tools

These commands are available when the user's assigned role has Manage as administrator marked.

Email Management...
Opens the Email Management dialog, which lets administrators manage the outbound email notice settings and queue. See the help topic How to perform other tasks > Email management.
External Data Importer...
To perform bulk imports and updates of your part and document records, refer to the help topic How to report, import & export > Use the External Data Importer.
Index Status...
The Index Status window displays the status of indexed items (documents, parts, change forms) and file attachments. Although the index is maintained automatically, you can click the Reindex button to delete the current index and start the indexing process.
With typical resources, the system indexes about 500 to 2000 items per minute. However, a large quantity of custom attributes can slow indexing by up to 80%. Fle library attachments always take additional time, but are indexed separately and do not affect item searches.
Recursion Assistant...
The Recursion Assistant examines your database for cyclic errors on bills of materials. Refer to the help topic How to perform other tasks > Use the Recursion Assistant.
Software License Key...
To enter your license key, see the help topic How to start PDXpert > Enter the software license key.
System Rules...
Opens the System Rules dialog, which lets administrators manage the application's overall behavior. See the help topics within System Rules reference.
Update Currencies...
You can update the exchange rate for all members of the Currencies collection. The default member of the collection will always be assigned a value of 1.
PDXpert uses a free public internet service to obtain recent exchange rate data. The accuracy and reliability of this service may vary. If you require a specific value or known data source, then you should manually edit an exchange rate.
User Management...
To manage your user accounts, refer to the help topic How to perform other tasks > Manage user accounts.
Export/Report ▸

Displays selected members of the Data Transformations collection. Commands are displayed only when the administrator's assigned role has Allow Data Transformations marked, and where the transform's context location is AdministratorArea.

1030

Learn More
Help Guide Contents [PDF]