Functional description
Configuration collections
|
|
|
|
Scroll through the organized collections to view and tailor your PLM configuration.
Identify active, default, inactive and invalid collection members at a glance. Build
new items by dragging and dropping a collection member directly onto the relevant
item field.
|
|
PDXpert PLM is a powerful database framework that manages the characteristics
of your product information using specialized attributes. These attributes cover
a wide variety of areas: organizations, part categories, document access guidelines,
file types, number and revision identifiers, change reasons, dispositioning activities
and many others.
Each of these are managed as collections of individual members; most collections
can have an unlimited number of members, and each member can be tailored to your
organization's specific requirements.
The General group of collections includes common attributes such as item
classes (for managing the default characteristics of documents, parts and changes);
units of measure; text templates for offering users pre-defined part names and document
titles; sequences that let you specify an unlimited number of item number formats,
each with its own prefix, suffix, sequential assignment and invalid ("skipped")
characters; baseline definitions; product families; and other collections to support
data export.
The Places/Organizations/People group contains information such as countries,
languages, and currencies (which include conversion rates for calculating assembly
costs using any currency); organizations (e.g., suppliers, customers, regulatory
agencies, standards bodies); people; and security roles. Roles are flexible and
powerful, but also simple to manage - a series of checkboxes gives you full control
over whether a user can view pending, released or canceled parts and documents,
whether new items can be created, and whether the user can manage the collections
as an administrator.
The Document group of collections is comprised of access guidelines, which
informs users of restrictions on how the actual document (or associated file) should
be managed; media type or location, which provides information about the physical
location or handling of a document; and document types. A document type lets you
classify your documents and defines the basic characteristics of each type. You
can specify whether the document type is available for use only by your own organization
or by supply chain partners (or both); the document number and revision sequences;
revision rules; whether you can associate other documents, parts or files with the
type; designate author and user responsibilities; and define custom attributes that
will be applied to all documents of the specified type.
Parts collections include part handling categories; make/buy categories;
RoHS/WEEE/EVL-related areas, such as material categories, material constraints,
materials, and recovery/disposal methods; bill of material categorization; and part
types (similar to document types).
All of the Changes collections manage the definition, creation, characteristics
and workflow of part and document changes. The collections cover problem sources,
reasons, priorities; workflows; reviewer participation and response classifications;
change types, including numbering, workflow, default department reviewers and observers;
starting/ending date or serial number assignments; and dispositioning information
(in other words, what to do with on-order, in-transit, on-hand, or sold inventory).
Unlike some PLM systems, PDXpert PLM does not limit you to a fixed number
of pre-defined change forms; you can create an almost unlimited selection based
on specific department or workflow needs.
While PDXpert PLM's extensive list of collections provides incredible flexibility,
managing the collections is easy: the interface is simple and consistent. You can
learn a few collections in minutes, and it's easy to become an expert in configuring
your system.
070202.0945