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.
Manage parts
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 iterations. (By convention, the physical part itself is not identified by revision.) Each record iteration can reflect the part's lifecycle phase, such as Preliminary or Production. While the part record iteration 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 by dragging items from the Item Explorer's Search or Previous lists, and dropping them onto the appropriate Markup tab.
-
Add parts that are used or consumed to produce the current parent part to the BOM tab.
-
Add related documents — specifications, assembly and test instructions, and drawings — to the References tab. You can also add parts, such as tooling or fixtures, that are relevant to the part's construction.
-
If the current part is acquired from supply chain partners, add these source parts to the Sources 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 BOM, Sources and References tabs.
-
Many of the released part record's attributes are locked and can never be modified;
-
Some attributes can be modified by members of the item trustee and product team; and
-
Some part attributes (such as the BOM) can be modified only by creating a new pending iteration 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.) A part iteration is canceled when (a) a replacement iteration is released, or (b) when the part is obsolete and no further iterations are desired.
To indicate a part is no longer acceptable for use, you can choose to release a new iteration with lifecycle of (say) Obsolete, or to cancel the currently-released iteration. The practical difference is whether you want the system to enforce its rules for canceled items.
Canceling the part ensures that (a) it can't be canceled unless it's also removed from all parent items; (b) after it's canceled, the part can't be added to a new Markup list; and (c) users can be prevented from opening the part through role permissions. The part can be easily reactivated by creating and releasing a new iteration, even with the same revision and lifecycle.
A new iteration of a part record remains pending until you release it on an implementing change form. At that time, you'll also cancel the preceding part iteration record by listing it on the same change. At most, only one pending part record iteration and one released part record iteration can exist; any number of canceled iterations can exist.
1101
Learn More
- PDXpert Home
- Pricing & Discounts
- System Requirements
- Download PDXpert Software
- Web Tutorials
- Help Guide
- Install Guide
- Sales & Support Policies
- Application Notes
- PLM Good Practices
Help Guide Contents [PDF]
- 0001. Welcome!
- 0002. Help conventions
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0201. Back up the database
- 0202. Restore data from a backup
- 0203. Reset the administrator password
- 0204. Reset the database contents
- 0205. Change the data directory
- 0206. Change the database server
- 0207. Extract files from a PDXZ backup
- 0300. Console reference
- 0301. Manage tab
- 0302. Information tab
- 0303. About tab
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client log-in problems
- 0404. Set your password
- 0500. Program concepts
- 0501. PLM introduction
- 0502. Items: Common elements
- 0503. Document and part iterations
- 0504. Document
- 0505. Part
- 0506. Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Create a new item
- 0702. Return to a previously open item
- 0703. Search for an item
- 0704. Use search commands
- 0705. What's ignored in search
- 0706. Work with tasks and files
- 0707. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Delete a collection member
- 0900. How to work with documents
- 0901. Manage documents
- 1000. How to start a document
- 1001. Create a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Save your document
- 1006. Remove your document
- 1007. Release your document
- 1008. Manage a released document
- 1009. Revise a released document
- 1010. Cancel a released document
- 1100. How to work with parts
- 1101. Manage parts
- 1200. How to start a part
- 1201. Create a new part
- 1202. Snapshot 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. Save your part
- 1209. Remove your part
- 1210. Release your part
- 1211. Revise a released part
- 1212. Manage a released part
- 1213. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1402. Originate a new change form
- 1403. Analyze a submitted change
- 1404. Fix change processing errors
- 1405. Remove your change form
- 1406. Review a routed change
- 1407. Resolve an on-hold change
- 1408. Analyze an accepted change
- 1409. Use a released change
- 1410. View a completed change
- 1411. Analyze a stopped change
- 1412. View a rejected change
- 1413. Remove a canceled change
- 1414. Return a submitted change
- 1500. How to work with file attachments
- 1501. Attach a revision file
- 1502. Attach an item file
- 1503. Attach an external link
- 1504. Viewing a file
- 1505. Copy a library file
- 1506. Check out a file
- 1507. Check in a file
- 1508. Free a file lock
- 1509. Remove a revision file
- 1510. Remove item file or link
- 1600. How to report, import & export
- 1601. Create a report
- 1602. Export a PDX package
- 1603. Use the Report/Export Wizard
- 1700. Import & update items
- 1701. Initialize your PLM database
- 1702. Use the External Data Importer
- 1703. Item Master import
- 1704. Iteration-level relational imports
- 1705. Bill of materials import
- 1706. References import
- 1707. Revision files import
- 1708. Sources import
- 1709. Item-level relational imports
- 1710. Item files & links import
- 1711. Materials import
- 1712. Groups collection import
- 1713. Materials collection import
- 1714. Organizations collection import
- 1715. Persons collection import
- 1716. Custom collection import
- 1800. View & export via ODBC
- 1801. View database objects
- 1802. Create an ODBC connection
- 1803. ItemViews reference
- 1804. ReferencePairViews reference
- 1805. SourcePairViews reference
- 1806. SourceItemMasterView reference
- 1807. StructurePairViews reference
- 1808. ChangeViews reference
- 1809. ChangePairViews reference
- 1810. FilePairMasterView reference
- 1900. How to perform other tasks
- 1901. Arrange the Explorer windows
- 1902. Set your preferences
- 1903. Manage user accounts
- 1904. Rename the default Admin person
- 1905. Set up and manage system emails
- 1906. Use the Recursion Assistant
- 1907. Obtain technical support
- 2000. Menu reference
- 2001. Item menu
- 2002. Edit menu
- 2003. Tools menu
- 2004. Process menu
- 2005. Window menu
- 2006. Help menu
- 2100. Item Explorer reference
- 2101. Item Explorer
- 2102. New tab
- 2103. Previous tab
- 2104. Search tab
- 2105. Tasks tab
- 2106. Files tab
- 2200. Document window reference
- 2201. Document window
- 2202. General tab
- 2203. Attributes tab
- 2204. Custom tab
- 2205. References tab
- 2206. Appears On tab
- 2207. Files tab
- 2208. Tasks tab
- 2209. Notes tab
- 2300. Part window reference
- 2301. Part window
- 2302. General tab
- 2303. Attributes tab
- 2304. Custom tab
- 2305. Materials tab
- 2306. BOM (Bill of Materials) tab
- 2307. Sources tab
- 2308. References tab
- 2309. Appears On tab
- 2310. Files tab
- 2311. Tasks tab
- 2312. Notes tab
- 2400. Change Form window reference
- 2401. Change Form window
- 2402. General tab
- 2403. Attributes tab
- 2404. Custom tab
- 2405. Affected tab
- 2406. Tasks tab
- 2407. Related tab
- 2408. Reviewers tab
- 2409. Observers tab
- 2410. Files tab
- 2411. Notes tab
- 2500. System Rules reference
- 2501. System Rules window
- 2502. General: Copy files to snapshot
- 2503. General: Item uniqueness definition
- 2504. General: Reviewer's comment required
- 2505. Default File Access
- 2506. Password Policy
- 2507. References Tabs
- 2508. BOM: Allow duplicate parts
- 2509. BOM: Lock part default unit of measure
- 2510. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Data transformations
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Configuration & log files
- 3204. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices