1. How To ..... for PDM
1.1. Finding A Product Data Management Record
 

 

Enter Quality Engineering/Product Data Management (PDM)


The following screen will appear:




Depress the Find  Record action button.  The following Selections will appear.
  

 

If the user selected to find by Product Number the following will appear:

 

The user may find a MAKE part directly by typing in the part number in the red prompt box, or scan down the list of part numbers until the correct part is located.

 

When the appropriate part is found, double-clicking on the part number loads the information for that part.

If the user wishes to narrow the search for an assembly number, they may first elect to search by Part Class.

Choosing that option will bring up a screen with part classes displayed.
 
After selecting a part class, the search by part number screen (as described in previous paragraphs) is displayed, but showing only those part numbers contained in the part class that was selected.
 
 
 
 

 

When the part number is located, the screen displays Work Order Traveler Setup information about the product.
 
   
The plus (+) mark preceding work centers indicate that additional activities are included in the work center, and may be viewed by clicking on the plus sign. 

  

1.2. Add Information to the PDM Module
Find a PDM Record.
 
 
To attach Related Documentation See Article #2396 .  Once the information is loaded, the user may re-visit the Documentation in the PDM module and may also access the information from the Shop Floor Tracking Module.
 
See Article #3272 on how ManEx can help to simplify the process of identifying, tracking, and eliminating attrition and scrap. 
 
To add Engineering Notes or Production Feedback, depress the buttons, a blank screen will appear, type in the information, and depress the Save action button to save the changes or depress the Abandon changes action button to abandon changes.
 
 
To view existing Instructions or add Work Instruction or Special Instructions, depress the buttons, a screen will appear, type in the information, and depress the Save action button to save the changes or depress the Abandon changes action button to abandon changes.  To load PDF files depress the clipboard next to the Work Instruction or Special Instructions.  This allows the user to load and give users access to whole textbooks from within ManEx. PDF files can be drawings, images, CAD files (as printed to a plotter) and multiple pages of mixed test and graphics. Users may also print these PDF files from ManEx.    See Article #2823 for instructions on loading pdf files to the Work Instructions or Speical Instructions.
 
 
Depress the Tool/Fixture button and this screen will appear:
Depress the Add action button.  Select the Tool/Fixture from the pull down. 

Enter the Location and Expiration Date.  Depress the Save action button to save the changes or depress the Abandon changes action button to abandon changes


 
  
WIP Status - displays the WIP Status of all the open work orders for this product and displays where the quantities are in the shop floor.
 
 
 WC BOM -  The part numbers that are assigned to that specific Work Center within the BOM module will be listed within this screen.
 
 
Depressing the “View Entire BOM” button will then display all parts listed on that BOM regardless of the Work Center. If there is a customer part number linked to the highlighted number in the main grid, then the Customer Part number information will be displayed.  The Reference Designators will be listed for the highlighted part number, which is pulled forward from the BOM module.  All AVL information will be displayed in the Approved Manufacturer list, and the system will show the approved AVL’s with a check mark next to it (same as in the BOM module)   Alternate Part Number section will list any Alternate part numbers that were selected within the BOM module.  

Depress the “Inventory Status” button, the following screen will be display Available Inventory information for the highlighted part number.  EXIT will bring you back to the previous screen.
 
 
 
Depress the “Open PO” button. The following screen will display all open Purchase Orders and their Balance Quantities for the highlighted part number.  Exit will bring you back to the previous screen. 
 

 

 ECO - All of this information is carried forward from the ECO Control Management module.  If the highlighted part number within the Part Change Information section was added as a Consigned item, then the associated Customer Part Number information will populate the field.  EXIT will bring you back to the Product Data Management module.  

 
 
Deviation -  All of this information is carried forward from the ECO Control Management module.  If the highlighted part number within the Part Change Information section was added as a Consigned item, then the associated Customer Part Number information will populate the field.  EXIT will bring you back to the Product Data Management module.
 
Quality Info - This screen will display Quality information for the Product that is displayed for the selected work center.
 
If the highlighted work center has had not Inspection information entered against it, then the following message will be displayed
 
Once you depress the OK button the following screen will be displayed. You can then change the selections to view All Work Centers if need.
 
 
 
If there has been Inspection information entered for the highlighted work center then the following screen will be displayed.  The Quality information displayed on screen will appropriately update as the user selects the desired button selections. Exit will bring you back to the Product Data Management Module.
 
 
 
Depressing this button will display the following screen. Which is just there for reference for the users to use, just in case they do not recall what the displayed Defect Code stands for on the previous screen.
 

 

 
 
 
 
 
 
 
 
 
 
 
1.2.1. Load Document
Depress the Clipboard next to the Work Instructions or Special Instructions Button 
 
The following screen will appear:
 
 

To load images or documents, depress the "Load Document" button, up in the right hand corner of the screen.  A browser screen will appear similar to this one: 

Find and highlight the desired Image file, as illustrated.

Once the file name appears, depress the Ok button.

Note: that the user can also load other document types by changing the File of Type to ALL
 
The file will appear in the screen as displayed:
 
 
Depress the Save action button to save the changes or depress the Abandon changes action button to abandon changes.  Exit will bring the user back to the Product Data Management module.
 

All files and images planned to be used within the Product Data Management module should be stored in a permanent directory on the server, which users will have read access to. The user will define the directory and file for each product in this module, but the information will be available elsewhere throughout the manufacturing module.

 
 
 
 
 
 
 
 
 
 
 
1.3. Setup a Checklist
Find a PDM Record.
 
Depress the CheckList Title tab.  The following screen will appear:
 
 
This screen allows the user to establish check lists for a specific Work Center for a specific PRODUCT.  This checklist is for users to check if they do all the necessary task, but it does NOT enforce the user to check all items before the user can transfter to next WC.  Note:  this is a different check list than the one setup for Work Orders which is set up in Shop Floor Tracking Defaults . 
 
Select the Work Center/Activity from the Pull down:
 
Depress the Edit button.
 
Select the Standard Specification Number from the Pull down: 
 
These are defaulted in from the PDM Standard Process Specification module.
 
If the specification is not listed in the pulldown, user may depress the ADD button and enter a new specification in the CheckList Title screen:
 
 
 
Pressing the DELETE button deletes the item that the cursor is on when the delete button is pushed.
 
While screen is in Edit mode, user may also check the Tool/Fixture Released and/or PDM Released boxes.  Note: Users MUST have special rights within the Security module to check these boxes. Users with “supervisor’s rights” will automatically have access.  These boxes must be check when usiing the Unreleased Work Order List  and the Work Center Checklist . 
 
 
Depress the Save button to save changes or depress the Abandon changes button to abandon changes. The completed screen should appear as follows:
 
 
 
This information will be carried forward into the Shop Floor Tracking module for the highlight Work Center.   NOTE:  If  there are existing Work Orders to update user MUST go to the WO Traveler screen and depress the "Update Open Work Orders" button. 
 
 
 
1.4. Copy Information from another Product
Find a PDM Record.
 
The following screen will appear:
 
 
Depress the Copy button, to copy a routing  and the following selection screen will appear:
Users can select one or more of the options by highlighting them.  To continue depress the "OK" button.  
 
 
Note:  All notes on the existing routing will be removed and/or replaced with the new notes when copying a routing.

The following message will appear:

Depress the OK button

The following selection screen will appear:

Choose to find Product by Product Number or Part Class

If user selects by Product Number the following list will appear:

Double click on the Product number or  or Type the Product number in the Red box:

The following message will appear:

Depress the OK button
Double click on the Work Center Selection