Preliminary
New parts and new part revisions are created in the Preliminary state.
A part may have its name automatically generated or calculated by the
user and given to the system. In either case the Create Part or Revise
Part pages are used to generate the part and connect it to the appropriate
ECO and drawing print objects.
Once a part is created, the Bill of Material page is used to build
its Bill of Material, a comprehensive definition of materials (and their
effectivity dates) required to manufacture the product. The user can
also copy another part's Bill of Material by using the Copy EBOM command
link. Drawing print objects are created and attached to the part as required
during this step in the process.
Once the owner of the part has completed building the Bill of Material
and connecting the appropriate drawing prints, the owner promotes the
object to the Review state.
Because of the following checks, the user is required to promote the
part from the bottom up. That is, the drawing prints must be promoted
before their respective parts and the components must be promoted before
their respective assemblies.
As the Part leaves the Preliminary state, the following Checks are
fired:
- All Component Parts attached via the EBOM relationship ("From" direction)
must be at or beyond the Review state.
- All drawings attached via the Part Specification relationship must
be at or beyond the Review state.
- The part must be connected to an ECO via the ECO New Part Revision
relationship.
- All earlier revisions of this part must be at or beyond the Release
state.
- All Component Parts attached via the EBOM relationship ("From" direction)
must be the Latest Released Revision of that Part Name.
- At least one Part Specification connection must exist regardless
of the object type related. The object type can be a drawing print, CAD
model, CAD drawing or any other type added to the Part Specification
relationship.
- The related document must have at least one file checked in.
- At least one Design Responsibility connection must exist regardless of
the object type related. Design Responsibility can be assigned only to
organizations (subsidiaries, business units, or departments) within the
host company.
If all of these Checks pass, the Part will be promoted to the next state.
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Review
The part is reviewed and approved in this state by the Responsible Manufacturing
Engineer using the ECO Properties page. The review should include the
parts attributes, Bill of Material, and drawing print.
The Responsible Manufacturing Engineer makes adjustments to attributes
like Effectivity and Estimated Cost as necessary. The permissions in
this state do not allow any relationships below this part to be made
or broken.
Once the Responsible Manufacturing Engineer is satisfied that the
part can be manufactured consistent with its intent, s/he promotes it
to the Release state.
Because of the following checks, the user is required to promote the
parts from the bottom up.
As the Part leaves the Review state, the following checks are fired:
- All Component Parts attached via the EBOM relationship ("From" direction)
must be at or beyond the Release state.
- All Drawings attached via the Part Specification relationship must
be at or beyond the Release state.
- If there are one or more manufacturer equivalent parts connected,
at least one must be in the Release state.
If these checks pass, the part will be promoted to the next state.
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Approved
After the part enters the Approved state, all affected items connected
to the part's ECO are checked to see if they are also in the Approved
state. If all affected items are in the Approved state, the ECO is automatically
promoted to the Review state. If any single affected item connected to
the ECO is in a state prior to Approved, the ECO is not promoted to the
Review state.
A trigger is available (but is inactive, by default) to block ECO
affected items from being promoted to the Release state unless the connected
ECO is already in the Release state.
If a part has equivalent parts connected to it, one or more of the
equivalent parts must be in the Release state before this part can be
promoted to Release.
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Release
The Compliance or Component Engineer is responsible for promoting manufacturer
equivalent parts to the Release state when the part definition is complete.
When an equivalent part is promoted to this state, connections are maintained
to the last released and/or in process revisions of its enterprise part,
and history connections are maintained to the previous enterprise part.
This is handled by the release state action trigger.
The Manufacturer Equivalent History relationship accommodates
this delayed float logic. This relationship has all the same attributes
as the Manufacturer Equivalent relationship. Both of these relationships
have the attributes Start Effectivity Date and End Effectivity Date.
On the initial connection of a manufacturer equivalent part, the Start
Effectivity Date and End Effectivity Date on the manufacturer equivalent
part are both blank. It is not until the enterprise part is promoted
to the Release state that the Start Effectivity Date is set to the released
date of the enterprise part.
As a Part enters the Release state, the following Action fires:
- When an enterprise part is released, the Start Effectivity Date on the
Manufacturer Equivalent relationships between this enterprise part and
the equivalent part is set to the released date of this enterprise part.
If the part that is being released is determined to be an equivalence
part, then the following actions are performed:
- If the Manufacturer Equivalent connection is from the highest release
of an enterprise part, the following steps are performed:
- An identical Manufacturer Equivalent History relationship is created
between the parts. This connection has all the same attribute values
as the Manufacturer Equivalent connection.
- The End Effectivity Date is set on the Manufacturer Equivalent History
connection to the date the equivalent part is released minus 1 second.
(The subtraction of 1 second is so that the end effectivity date on the
Manufacturer Equivalent History connection is not identical to the start
effectivity date on the Manufacturer Equivalent connection)
- The Manufacturer Equivalent connection is floated to the newly released
equivalent part.
- The Start Effectivity Date on the Manufacturer Equivalent connection
is set to the date the equivalent part is released.
- The End Effectivity Date on the Manufacturer Equivalent connection
is kept blank (no end effectivity date since this is the last released
revision)
- If the Manufacturer Equivalent connection is from an in-process enterprise
part, then the Manufacturer Equivalent relationship is floated to the
new released equivalent part. There is no need for a Manufacturer Equivalent
History connection here.
- If the Manufacturer Equivalent connection is from a previous release
of an enterprise part (previous to the latest released revision), then
the Manufacturer Equivalent connection is left as is. There is no need
for a Manufacturer Equivalent History connection here.
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Obsolete
As a Part enters the Obsolete state, the following action fires:
- When a equivalent part is promoted to Obsolete a trigger will set the
End Effectivity Date on the Manufacturer Equivalent relationship between
that part and its enterprise part to the date this part enters the Obsolete
state.
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