Manual Approval Process for New Component Introduction

About the Manual Approval Process

New Component Introduction allows you to introduce your Enovia components into the CES database.   This capability allows you to move common components that you utilize in multiple designs - either individually or in bulk, into the CES environment where they can now be accessed by all other users within your organization. This functionality can save your organization time and money by promoting component reuse and reducing the costs associated with duplication and redundancy.  Once components exist within your CES environment, you also have the ability to take these components through a manual approval process that identifies the validity in using these parts.  This approval process is managed within the PLM Profile window and is explained below.

When Manually Changing Status of an Item

  • All items introduced into CES using the New Component Introduction process, will automatically obtain the Approval Status of APPROVED.  You can change this status by editing the part in the PLM Profile window.
  • All items introduced into CES from ENOVIA, will be designated as Internal Items.

Accessing the Edit Items: PLM Profile Window

Within CES, there are many methods of accessing the Properties window. To complete the scenario below, select one of the following methods to access the Properties window:

 
If You Are Using the... Then...

Search Results Window

  1. Follow the steps to search for an internal item.

  2. In the Search Results window, select the objects that you want to edit.

  3. Right-click the object and select Properties or Edit from the shortcut menu.

  4. Click the PLM Profile tab.

Relationship Navigator

  1. From the Relationship Navigator window, select the objects that you want to view properties.

  2. Right-click and select Properties or Edit from the shortcut menu.

  3. Click the PLM Profile tab.

Favorites
  1. From Favorites, select the object that you want to view properties.

  2. Right-click and select Properties or Edit from the shortcut menu.

  3. Click the PLM Profile tab.

How To Manually Change Status of an Internal Item

For the following scenario, the Accessing the PLM Profile Window: Search Results Window method is being used to access the PLM Profile window. 
  1. From the Search Results window, select the internal item that you wish to approve.  Right-click and select either Properties or Edit from the shortcut menu.  If you select Properties from the shortcut menu, then you will need to select the Edit button in the PLM Profile window in order to activate the part for approval.  If, however, you select the Edit button in the shortcut menu, the Properties window appears in the edit mode.  Click the PLM Profile tab.  The PLM Profile window appears in the edit mode.

     

  2. When items are introduced into CES, their Approval Status is automatically set to APPROVED.  To edit this status, click the Available Values button located next to the Approval Status field.  The Available Values window appears with the values that are appropriate for this field.

  3. You can see from the window above that the available values for approval statuses are APPROVED, PENDING_APPROVAL, and UNAPPROVED.  Select the PENDING_APPROVAL status and move it over into the Selected Items column.  Once selected, click OK to return to the PLM Profile window.  The PLM Profile window appears with the newly assigned status.

  4. Click the Save button to save your changes.

The Edit Items: PLM Profile Window

This table describes the fields displayed in the Edit Items: PLM Profile window.

Fields Description
Part Family Item ID The identification of a 3D entity referring to a .CATPart document.
Part Family Revision The revision level of a 3D part belonging to a .CATPart document.
PLM Domain Type The PLM Database housing your part information.
PLM Status The approved or unapproved state of the PLM part that the internal item is linked to.
SyncStamp The value of the synchronization as the PLM Item is introduced. 
Part Family Name The name of the organized family of parts of which another part belongs.
PLM Applicability Stores the configuration number of the current product's configuration.
PLM Item ID The part number of the PLM part that the internal item is linked to.
Sourcing Revision The internal CES Revision Number.  This is different than the PLM Revision Number, and only tracks revisions that are CES based (changing of supplier, pricing changes, etc.). These revisions will not affect the PLM Revision status.
Approval Status The approved or unapproved state of the internal item.


This table describes the buttons displayed in the Edit Items: PLM Profile window:

Button Description
Commits the changes to the database.
Removes all the changes and leaves the fields open for additional entries.
Opens the Attachment window and allows you to locate the PLM Part for linking.