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Agile Product Lifecycle Management Product Collaboration User Guide
Release 9.3.5
E61150-03
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Contents
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
Product Collaboration Use Cases
1.2
What's New in 9.3.5
1.3
What's New in 9.3.4
1.4
What's New in 9.3.3
1.5
What's New in 9.3.2
2
Items
2.1
Item Objects
2.1.1
Lifecycle Phase
2.1.2
Title Block Tab
2.1.2.1
Fields on the Title Block Tab
2.1.3
Changes Tab
2.1.4
BOM Tab
2.1.4.1
Creating a Common BOM
2.1.4.2
Creating a Site-Specific BOM
2.1.5
Manufacturers Tab
2.1.5.1
Viewing a Manufacturer Part from the Manufacturers Tab
2.1.6
Sites Tab
2.1.7
Prices Tab
2.1.8
Quality Tab
2.1.9
Compliance Tab
2.1.10
Suppliers Tab
2.1.11
Relationships Tab
2.1.12
Attachments Tab
2.1.12.1
Working with Thumbnails on Item Objects
2.1.13
History Tab
2.2
Working with Item Revisions
2.2.1
Viewing a Different Revision
2.2.2
Introductory Revisions
2.2.3
Blank Revisions
2.2.4
How the Revision List Works
2.2.5
Revisions and Attachment Capabilities
2.2.6
How Rev and Site Lists are Determined
2.2.7
Working with Pending Revisions
2.2.8
Attachments on Pending Revisions
2.2.8.1
Effects of CopyFilesToRev SmartRule
2.2.8.2
Creating a Pending Revision
2.2.8.3
Modifying Pending Revisions
2.3
Creating Agile Items
2.3.1
Creating Items in Web Client
2.3.2
Creating an Item Using Save As
2.3.3
Creating Items in Java Client
2.3.4
Creating an Item Using Add
2.3.4.1
Creating a Pending Revision
2.3.4.2
Modifying Pending Revisions
2.4
Editing Agile Items
2.4.1
Editing an Unreleased Item
2.4.2
Editing a Released Item
2.4.2.1
Editing a Released Item's Description Field
2.4.3
Changing an Item's Subclass
2.5
Releasing an Agile Item to Production
2.5.1
Unreleasing an Item
2.6
Incorporating and Unincorporating Items
2.6.1
Overview of File Folders and Item Attachments
2.6.2
Overview of Incorporation
2.6.3
Pre-incorporating an Item
2.6.4
Incorporating an Item
2.6.5
Unincorporating an Item
2.7
Attribute History Report
2.8
Where Used Tab
2.8.1
Sites and the Where Used Tab
2.9
Deleting Items
2.10
Printing Item Tabs
3
Sites and Distributed Manufacturing
3.1
What is Agile Distributed Manufacturing?
3.2
What Are Sites?
3.3
How Sites Can Be Used
3.3.1
Different AMLs at Each Site
3.3.2
Different BOMs at Each Site
3.3.3
Different Effectivity Dates and Dispositions at Each Site
3.4
How Sites Work
3.4.1
Site Information on BOMs and AMLs
3.4.2
Sites Tab of Items
3.4.3
Changes and Sites
3.4.4
Controlling Access to Sites
3.4.5
Common BOM/AML Sections
3.5
Where Sites Are Documented
3.6
Site Objects
3.6.1
General Info Tab - Sites
3.6.1.1
General Info Tab Fields - Sites
3.6.1.2
Site Lifecycle Phase
3.6.1.3
AML Required on Buy Field
3.6.1.4
Site AML Allowed Field
3.6.2
Attachments Tab
3.6.3
History Tab
3.7
Creating Sites
3.7.1
Creating a Site Using the Save As Feature
3.8
Associating a Site with an Item
3.8.1
Fields on the Sites Tab
3.8.1.1
Modifying the Make/Buy Field on the Item Sites Tab
3.8.2
Adding Sites to the Sites Tab
3.8.3
Removing Sites from the Sites Tab
3.9
Deleting Site Objects
3.10
Editing Sites
3.11
Printing Sites
4
Manufacturing Objects
4.1
What Is Agile AML?
4.1.1
What Does Agile AML Do?
4.1.2
About Manufacturing Objects
4.1.3
Many-to-One Relationships in Agile AML
4.1.4
Sites and AML Data
4.2
Setting Up Manufacturing Data
4.3
Manufacturing Objects: Manufacturers and Manufacturer Parts
4.3.1
Manufacturing Object Tabs
4.3.1.1
Where Used Tab
4.3.1.2
Sites and the Manufacturer Part Where Used Tab
4.3.1.3
Manufacturer Part Prices Tab
4.3.1.4
Where Used Tab and the Discovery Privilege
4.3.1.5
Read Privilege
4.3.2
About Manufacturers
4.3.2.1
Lifecycle Phase of a Manufacturer
4.3.2.2
D-U-N-S Number
4.3.3
About Manufacturer Parts
4.3.3.1
Lifecycle Phase of a Manufacturer Part
4.4
Creating and Managing Manufacturing Objects
4.4.1
Creating Manufacturers
4.4.2
Creating a Manufacturer Using the Save As Feature
4.4.3
Creating Manufacturer Parts
4.4.3.1
Creating a Manufacturer Part in Web Client
4.4.3.2
Creating a Manufacturer Part in Java Client
4.4.3.3
Java Client Manufacturer Name Automatic Validation
4.4.3.4
Where is Java Client Manufacturer Name Automatic Validation Used?
4.4.3.5
How to Use Java Client Manufacturer Name Automatic Validation
4.4.3.6
Creating a Manufacturer Part Using the Save As Feature
4.4.4
Modifying Manufacturing Objects
4.5
Deleting Manufacturing Objects
4.6
Manufacturers Tab of an Item
4.6.1
Manufacturers Tab Buttons
4.6.2
Manufacturers Tab Fields
4.7
Viewing AML Information by Site
4.8
Associating a Manufacturer Part with Its Corresponding Item
4.9
Important Considerations When Working with Manufacturing Objects
4.10
Working with Manufacturing Data on Preliminary Items
4.10.1
Adding a Manufacturer Part to the Manufacturers Tab
4.10.2
Deleting a Manufacturer Part from the Manufacturers Tab
4.10.3
Modifying a Manufacturer Part on the Manufacturers Tab
4.11
Modifying Manufacturing Data from the Redlines Tab
4.11.1
Overview of Redlining Manufacturing Data
4.11.2
Redline Manufacturers Tab
4.11.3
Adding a Manufacturer Part on the Redline Manufacturers Tab
4.11.4
Adding Nonexistent Manufacturer Parts on the Redlines Tab
4.11.5
Deleting a Manufacturer Part from the Redlines Tab
4.11.6
Editing Manufacturer Part Information on the Redline Manufacturers Tab
4.11.7
Undoing Changes to the Redline Manufacturers Tab
4.12
Printing Manufacturing Objects and AMLs
5
Bills of Material
5.1
About Bills of Material
5.2
BOM Tab
5.2.1
How the Agile Administrator Controls What You See
5.2.2
BOM Tab Buttons
5.2.2.1
Web Client BOM Tab Buttons
5.2.2.2
Java Client BOM Tab Buttons
5.2.3
BOM Table Fields
5.2.3.1
Web Client BOM Table Fields
5.2.3.2
Java Client BOM Table Fields
5.2.4
Common and Site-specific Portions of the BOM
5.2.5
Viewing BOMs by Site
5.3
Opening Items on a BOM
5.3.1
Opening a Part, Assembly, or Document from the BOM Tab
5.3.2
Expanding and Collapsing an Assembly
5.3.3
Using BOM Go To
5.3.4
Expanded BOM Display Window, Web Client
5.4
Revisions Listed on BOMs
5.4.1
BOMs of Items Affected by an ECO
5.5
About Modifying the BOM Table
5.5.1
Modifying Site-Specific Portions of the BOM of a Preliminary Item
5.5.2
Web Client, Adding Items to the BOM Table of a Preliminary Item
5.5.2.1
Web Client, Type in the Number of an Item to Add to the BOM Table
5.5.2.2
Web Client, Quick Search to Add Items to the BOM Table
5.5.2.3
Web Client, Create New to Add Items to the BOM Table
5.5.2.4
Web Client, Saved Search to Add Items to the BOM Table
5.5.2.5
Web Client, Custom Search to Add Items to the BOM Table
5.5.2.6
Web Client, Adding a Place-holder Row to the BOM Table
5.5.2.7
Web Client, Editing a Place-holder Row
5.5.2.8
Web Client, Completing a Place-holder Row in the BOM Table
5.5.3
Java Client, Adding Items to the BOM Table of a Preliminary Item
5.5.3.1
Java Client, Type in the Number of an Item to Add to the BOM Table
5.5.3.2
Java Client, Search for Items to Add to the BOM Table
5.5.3.3
Java Client, Adding a Blank Row to the BOM Table
5.5.3.4
Java Client, Editing a Blank Row
5.5.3.5
Java Client, Completing a Blank Row in the BOM Table
5.5.3.6
Java Client, Adding Nonexistent Items to the BOM Table
5.5.4
Modifying the BOM Table of a Preliminary Item
5.5.5
Removing Items from the BOM Table
5.6
Working with Reference Designators
5.6.1
Viewing Reference Designators
5.6.1.1
Reference Designators Allow Range Expand Collapse Preference Setting
5.6.1.2
Viewing Reference Designators in Web Client
5.6.1.3
Viewing Reference Designators in Java Client
5.6.2
Adding Reference Designators
5.6.2.1
Reference Designator Entry Format Guidelines
5.6.2.2
Leading Zeros in Reference Designators
5.6.2.3
Multi-segmented Reference Designator Entry Format Guidelines
5.6.2.4
Entering Multi-segmented Reference Designator Ranges
5.6.2.5
Editing the Reference Designator Field
5.6.2.6
Duplicate Reference Designators and Sites
5.6.3
Deleting Reference Designators
5.6.4
Modifying Reference Designators
5.7
Redlining the BOM of a Released Item
5.7.1
Overview of BOM Redlining
5.7.2
Redline BOM Tab
5.7.2.1
Redline BOM Tab Buttons
5.7.3
Adding an Item to a Redline BOM Table
5.7.4
Removing an Item from a Redline BOM Table
5.7.5
Editing Item Information on a Redline BOM Table
5.7.6
Undoing Changes to a Redline BOM Table
5.8
Printing BOM Data
6
Variant Management
6.1
About Agile PLM Variant Management
6.2
Configuring Agile PLM Variant Management
6.2.1
How Agile PLM Variant Management Works
6.2.2
Description of the BOM Items
6.2.3
Possible Combinations
6.2.3.1
Mandatory
6.2.3.2
Optional
6.2.3.3
Minimum/Maximum Quantity
6.2.3.4
Mutually Exclusive
6.2.4
Combination Rules
6.2.4.1
Valid Options of an Option Class
6.2.4.2
Mutually Exclusive BOM Items
6.2.4.3
Mandatory BOM Items
6.2.4.4
Quantities of BOM Items
6.2.4.5
Selecting BOM Items
6.2.4.6
Documents as BOM Items
6.2.5
Model Option BOM
6.2.6
Quantities
6.2.6.1
Alphanumeric Quantity Values
6.2.6.2
Reference Designator
6.2.7
Instances Tab
6.2.7.1
Instance
6.2.7.2
Propagate Instance Revision
6.2.7.3
Instance Manager
6.2.7.4
Configuration Graph
6.2.8
Derive Instance BOM
6.2.9
Instance BOM
6.2.10
Revisions
6.2.11
Import / Export
6.2.11.1
Import Objects into Instances Table
6.2.11.2
Import Configuration Graph into Instances Table
6.3
Working with Agile PLM Variant Management
6.3.1
Creating a Model Option BOM
6.3.1.1
Creating a Model
6.3.1.2
Creating a BOM Entry with Min/Max Value
6.3.1.3
Creating an Optional BOM Entry
6.3.1.4
Creating a Mutually Exclusive BOM Entry
6.3.1.5
Creating an Optional Mutually Exclusive BOM Entry
6.3.1.6
Adding Manufacturer Sites to a Model Option BOM
6.3.1.7
Checking the Model Option BOM
6.3.2
Deriving an Instance BOM with the Internal Configurator
6.3.2.1
Creating an Instance
6.3.2.2
Configuring One Instance
6.3.2.3
Validating the Instance
6.3.2.4
Comparing and Modifying Instances
6.3.2.5
Creating the Instance BOM
6.3.3
Propagating the Configuration of One Instance to Another
6.3.4
Importing / Exporting Variant Management Information
6.3.4.1
Exporting into aXML Files
6.3.4.2
Importing aXML Files
6.3.4.3
Importing/Exporting PDX Files
6.3.4.4
Exporting into Text (csv) or Excel (xls) Files
6.3.4.5
Importing Text (csv) or Excel (xls) Files
6.4
Working with Agile PLM Variant Management - External Configurator
6.4.1
Deriving an Instance BOM with the External Configurator
6.4.1.1
Creating an Instance BOM with the External Configurator
7
Changes
7.1
Change Classes
7.2
Change Objects
7.2.1
Cover Page Tab
7.2.1.1
Fields on the Cover Page Tab
7.2.1.2
Status on the Cover Page Tab
7.2.2
Affected Items Tab
7.2.3
Affected Files Tab
7.2.4
Workflow Tab
7.2.4.1
Workflow Overview Section
7.2.4.2
Web Client Workflow Tab, Base View
7.2.4.3
Web Client Current Signoff Status View
7.2.4.4
Java Client Workflow Tab Summary Table
7.2.4.5
Java Client Workflow Tab Signoff History Table
7.2.4.6
Signoff Duration
7.2.4.7
User Action Timestamp
7.2.5
Relationships Tab
7.2.6
Attachments Tab
7.2.7
History Tab
7.3
Workflow Routings Inbox
7.4
Changes and Manufacturing Sites
7.4.1
Site Information Affected by Changes
7.4.2
Sites and ECOs
7.4.3
Sites and MCOs
7.4.4
Site Change Orders
7.4.4.1
Site-Specific Effectivity and Obsolete Dates
7.5
The Relationship of Changes to Item Revisions
7.6
Creating Changes
7.6.1
Site Change Order Save As Limitations
7.7
Modifying Changes
7.8
Agile Change Control Workflows
7.9
Redlining through ECOs, DFCOs, MCOs, and SCOs
7.9.1
Redlining through ECOs
7.9.2
Redlining through DFCOs
7.9.3
Redlining through MCOs
7.9.4
Redlining through SCOs
7.10
Routing Managers: Change Analyst and Component Engineer
7.11
Deleting Changes
7.12
Printing Change Tabs
8
Affected Items of Changes
8.1
Affected Items Tab
8.1.1
Buttons on the Affected Items Tab
8.1.2
Fields on the Affected Items Tab
8.1.2.1
Sites Field in Affected Items Table
8.1.2.2
Old Item Description and Item Description
8.1.2.3
Revision
8.1.2.4
Obsolete Date and Effective Date
8.1.2.5
Lifecycle Phase and Old Lifecycle Phase
8.2
Affected Items by Manufacturing Site
8.2.1
Fields That Allow Site-Specific Values
8.2.2
Site-Specific Effectivity and Obsolete Dates
8.3
Viewing the Disposition of Parts in an ECO or SCO
8.4
Adding an Item to the Affected Items Tab
8.4.1
Web Client, Adding Items to the Affected Items Table
8.4.1.1
Web Client, Type in the Number of an Item to Add to the Affected Items Table
8.4.1.2
Web Client, Quick Search to Add Items to the Affected Items Table
8.4.1.3
Web Client, Create New to Add Items to the Affected Items Table
8.4.1.4
Web Client, Saved Search to Add Items to the Affected Items Table
8.4.1.5
Web Client, Custom Search to Add Items to the Affected Items Table
8.4.2
Java Client, Using the Add Affected Items Wizard
8.4.3
Performing Bulk Changes
8.4.3.1
BOM Bulk Changes Overview
8.4.3.2
Web Client BOM Bulk Change Wizard
8.4.3.3
Java Client BOM Bulk Change Wizard
8.4.3.4
Manufacturer Part (AML) Bulk Changes Overview
8.4.3.5
Web Client Manufacturer Part Bulk Change Wizard
8.4.3.6
Java Client Manufacturer Part Bulk Change Wizard
8.5
Working with the Affected Items Table
8.5.1
Title Block Redline Tab of ECOs and MCOs
8.5.1.1
Change Controlled Attributes
8.5.2
Special Considerations for ECOs
8.5.2.1
Fields Required to Release an ECO
8.5.3
Special Considerations for MCOs
8.5.4
Special Considerations for SCOs
8.5.5
Special Considerations for ECRs
8.5.6
Special Considerations for Deviations
8.5.7
Special Considerations for Stop Ships
8.6
Removing an Item from the Affected Items Tab
8.7
Editing Rows in the Affected Items Tab
8.7.1
Editing Affected Items Tab Rows in Web Client
8.7.1.1
Using Fill-Up and Fill-Down in Web Client Tables
8.7.2
Editing Affected Items Tab Rows in Java Client
8.7.2.1
Fill Up Rows and Fill Down Rows Buttons in Java Client
8.8
Viewing the Redlines of an Affected Item
9
Working with Product Reports and Process Reports
9.1
About Agile Reports
9.2
About Product Reports and Process Reports
9.2.1
Accessing Product Reports and Process Reports
9.2.2
Agile Products Reports Summary
9.2.3
Agile Process Reports Summary
9.3
Products Reports
9.3.1
Assembly Cost (Item Master) Report
9.3.2
BOM Explosion Report
9.3.3
Consolidated BOM Report
9.3.4
Effective BOM Explosion Report
9.3.5
Item Activity Report
9.3.6
Compare Item Attributes Report
9.3.7
Manufacturer BOM Report
9.3.8
Where Used Report
9.3.9
BOM Comparison Report
9.3.10
Legacy BOM Comparison Report - Single Level Only
9.3.11
Item Attribute History Report
9.3.12
Item Manufacturers Report
9.4
Process Reports
9.4.1
Change Activity Report
9.4.2
Change Backlog Report
9.4.3
Change Cycle Time Report
9.4.4
User Signoff Duration Report
9.4.5
Change Package Report
9.4.6
IP Transfer Report
9.4.7
Change Metrics Report
10
Help for Power Users
10.1
Details about Discovery and Read Privileges
10.1.1
Displaying Non-viewable Fields
10.2
Part or Document?
10.3
Changing an Item's Subclass
10.4
About Matching Criteria in Workflows
10.5
Details About Revision Display on BOMs
10.6
Searching for Orphan Items That Do Not Have Parents
10.7
Quick Access to Agile Objects using Smart URLs
A
Deleting Agile Objects
A.1
Soft Delete and Hard Delete Defined
A.2
Soft-Deleting an Object
A.3
Undeleting an Object
A.4
Hard-Deleting an Object
A.5
Notes about Deleting Specific Agile Object Types
A.5.1
Notes about Deleting Item Objects
A.5.2
Notes about Deleting Change Objects
A.5.3
Notes about Deleting Transfer Order Objects
A.5.4
Notes about Deleting PSR or QCR Objects
A.5.5
Notes about Deleting Sourcing Project, RFQ and RFQ Response Objects
A.5.6
Notes about Deleting Package Objects
A.5.7
Notes about Deleting Manufacturer Objects
A.5.8
Notes about Deleting Site Objects
A.5.9
Notes about Deleting User Objects
A.5.10
Notes about Deleting User Group Objects
A.5.11
Notes about Deleting PG&C Objects
B
Configuring Product Collaboration in Agile Administrator
B.1
Reference Designator Preferences
B.1.1
Reference Designators Allow Range Expand Collapse
B.1.1.1
Edit Mode - How editing reference designators is affected by the Expand/Collapse setting
B.1.2
Reference Designator Range Indicator
B.1.2.1
Why Select a Non-default Reference Designator Range Indicator?
B.1.3
Reference Designators with Leading Zeros
B.1.4
Multi-segmented Reference Designators
B.2
Revising Item Descriptions
B.2.1
Setting up the Change Order Object
B.2.2
Setting up the Appropriate Modify Privilege Masks for each Method
B.2.2.1
Item Object Description Field Modification
B.2.2.2
Revision Controlled, All Items
B.2.2.3
Revision Controlled, All Items
B.3
Notes on Configuring Product Collaboration Object Tabs
B.4
Notes on Configuring Agile PLM Settings that Affect Product Collaboration
B.5
Configuring Sites - Distributed Manufacturing
B.6
What are Change Controlled Attributes?
B.6.1
Configuring Change Controlled Attributes
B.7
Display Type for Lists in Web Client
C
Configuring Variant Management
C.1
Administrative Settings for Variant Management
C.1.1
Privileges for Variant Management User
C.2
Activating 'Internal Configurator' - Instance Manager
C.3
External Configurator - Oracle Generic Configurator User Interface
C.3.1
Activating 'External Configurator' - Generic Configurator User Interface
C.3.2
Admin Settings for the External Configurator
C.4
Event Management in Variant Management
C.4.1
Variant Management Event Types
C.4.2
Examples of Variant Management Events
C.4.2.1
Create Variant Instance
C.4.2.2
Derive Variant Model Option BOM
C.4.2.3
Update Variant Configuration
C.4.2.4
Validate Variant Configuration
C.4.2.5
Validate Variant Instance Selections
C.4.2.6
Validate Variant Model Option BOM
Glossary
