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.
Collection Explorer ◢ General group ◢ Sequences: Identifier collection
Defines the format and next number for new documents, parts and changes.
Where used §
Documents, parts, changes
Data fields §
- Name §
- This is the complete name for the identifier sequence.
- Description §
- This gives the identifier sequence and how it should be used.
- Prefix §
- This is an unchanging set of characters that is copied to the beginning of every Next assignment value.
- Example: If you've specified DWG- as the sequence's prefix characters and the Next assignment value contains 100123, then the value given to a new item is DWG-100123. The item following is assigned DWG-100124.
- Next assignment §
- The Next assignment value is given to a new item's number attribute, and the value is then incremented. 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 specified 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 (symbols like / or -) are skipped when the value is incremented.
- Example: If you've specified 123AZ-99 as the Next assignment value, then the value is incremented to 123BA-00.
- Use only numeric characters (0…9) in your sequences. Avoid using a sequence longer than 8 characters.
- Suffix §
- This is an unchanging set of characters that is added to the end of every Next assignment value.
- Example: If you've specified -000 as the sequence's suffix characters and the Next assignment value contains 100123, then the value assigned to a new item is 100123-000. The item following is assigned 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.
- Enter the exact characters to be skipped, without a space, quote or other delimiter: IOSQXZ.
- Example: If the letters IOSZ are invalid, then the Next assignment value of CH9Y9 is incremented to CJ0A0.
- If your company mixes letters and numbers in the same sequence (not a best practice), then the letters BIOQSZ are good candidates to be skipped since, in some typefaces or handwritten notes, they are difficult to distinguish from numbers.
- Active: users can select
Default member of collection
Permanent member of collection §
- See the Managing collections: Common attributes help topic.
Where Used list §
This list enumerates all of the item types that are using the 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 giving a number to a part or document, but typically includes defining the owning organization and possibly the item class and type.
To avoid duplicate identifiers, your System Rules tool specifies which data elements are tested for uniqueness. As you configure your identification system, see the Item uniqueness definition system rule help topic for more information.
The sequence generator doesn't try to enforce the rule. You can edit the value using, for example, a different prefix, suffix, or skip character.
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 consider possible conflicts with existing items. Edit the value only when no other users are adding new item records.
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