Simple, flexible product lifecycle management software for growing companies™
Simple, flexible product lifecycle management software for growing companies™
Part records describe a physical item installed or consumed in the construction of a product.
When you create a new part record, you're providing the attributes that affect your organization's design, acquisition, use, service, recovery and disposal of that part.
These are the basic ideas for managing parts:
A part database record is identified primarily by the part's owner, type, and number. Within the part record, there may be one or more data revisions. (By convention, the part itself has no revision.) Each record revision can reflect the part's lifecycle phase, such as Preliminary or Production. While the part record revision is pending, you describe part characteristics such as production attributes, costs, and materials. You may also create a structured relationship between the current part and other items. You establish these relationships simply by dragging items from the Item Explorer's Search or Previous lists, and dropping them onto the appropriate Markup tab.
Items that are used in the construction of the current "parent" part are managed on the part's Markup list on the Structure tab. These may be "child" parts, as well as documents (such as specifications, assembly instructions, and drawings).
If the current part is acquired from supply chain partners, these source parts can be identified on the Markup list of the Source tab
When you've completed adding information to the part window, you release the part record by adding it to an implementing change form's Affected tab and then approving the change form. Until you submit the change form for approval, the part record remains pending and can be changed in whatever way that you want. After the change form has been submitted and approved, the part record becomes released, and the child relationships are formalized and appear on the Current lists of the the Structure and Source tabs.
Many of the released part record's attributes are locked and can never be modified;
Some attributes can continue to be modified by members of the item trustee and product team; and
Some part attributes (such as the structure) can be modified only by creating a new pending revision of the part record.
You cancel a previously released part record by adding it to a new implementing change form's Affected tab, and approving that change form. (You do not remove child items from a canceled part, so there is no change to the Markup tab.)
Revising a part record consists of creating a new revision record (as in step 1, above), which remains pending until you release it on an implementing change form. At that time, you'll also cancel the preceding part revision record by listing it on the same change, as in step 3. At most, only one pending part record revision and one released part record revision can exist; any number of canceled revisions can exist.
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