Bulk New Component Introduction

About Bulk New Component Introduction

Bulk New Component Introduction enables you to introduce multiple custom parts created within ENOVIA into CES simultaneously.  When searching for parts within Enovia that meet the requirements of your design, you can introduce these parts in CES to make them accessible to your entire organization.  This functionality allows you to promote part reuse within your company and reduces the expense that results from part duplication.

When Using Bulk New Component Introduction

  • Bulk New Component Introduction is only supported within the Enovia VPM Lifecycle Navigator Web environment.
  • The approval status of all part entries during Bulk New Component Introduction will be APPROVED by default.
  • When introducing a part to CES, the PLM project associated with the part must exist within CES. If the project does not exist within CES, part family introduction will fail. For more information about adding projects to CES, refer to CES Administration Guide : User Tasks : Customizing CES in Admin Desktop : Adding PLM Projects to CES.
  • You cannot map a CES attribute that has a preset default value.
  • You may map any PLM attribute to a string type attribute in CES, but you will get a warning message that this is happening.  If you do not want to retain that mapping you can remove it from the mapping list.
  • When introducing a new revision of a previously introduced component, you have the option of retaining the same mapping information from the previous version of the component.  Select Copy related information to new revision to retain the mapping information.  The following information is copied:
    • Manufacturer Information
    • Supplier Information
    • Pricing and Availability
    • Alternates

Accessing the New Component Introduction Windows

Within CES, follow the steps below to access the New Component Introduction window.

 
If You Are Using the... Then...

Search Results Window

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Standard Search or Simple Search tab to access the search window.

  3. Complete the search criteria to retrieve parts that you would like to promote into CES, and click the Search button to execute the search.

  4. In the Search Results window, select the multiple items that you want to add into the CES database, right-click, and select Custom Part Promote from the shortcut menu,

- or -

Click the Custom Part Promote button located on the horizontal toolbar.

How To Perform Bulk New Component Introduction

For the following scenario, the Accessing the New Component Introduction Windows: Search Results Window method is used to access the New Component Introduction window.  This task explains how to add Enovia items into the CES database using the Bulk New Component Introduction functionality:
  1. From the Enovia Search Results window, select the multiple items for which you want to add into the CES database.  Right-click, and select Custom Part Promote from the shortcut menu.  The New Component Introduction 1/3 Window appears.

     

  2. In the New Component Introduction 1 of 3 window, you define the organization that is introducing the parts within the database.  This capability assists you by allowing you to track the facilities within your organization that are introducing and utilizing specific parts.  Define the organization that is creating the part within the CES database and click the Next button to advance to the next window.  The New Component Introduction 2 of 3 window appears.

  3. In the New Component Introduction 2/3 window, you can categorize your parts by selecting a leaf level category for your parts to reside.  Expand the Supplemental Information category tree until you locate the category of which your parts should reside.

  4. Once you have completed your categorization of the part, you can now map the attributes of your PLM part to your CES category entry. You can also load existing mapping (mapping that has already been defined for you) by clicking the Load Existing Mapping button.  For this scenario, name your mapping by entering a name in the Mapping Name field.  The Engineering Part Attributes and Sourcing Attributes fields become available for the mapping process.

  5. Select the Engineering Part Attribute drop-down menu to view the PLM attributes of your part that you can map to the CES database.  As you can see in the window below, the Part Number attribute in Enovia is equivalent to the Description attribute within the CES database.  Once this selection is complete, click the Add button to add this mapping to your list.  The mapped attribute is added to the Attribute Mapping list.

  6. Continue the mapping until you have correctly defined the part.  Once complete, click the Next button to move to the next window.  The New Component Introduction window appears.

  7. In the New Component Introduction window, you can define the category specifications that are applicable to your part by selecting the Available Values button.  The Valid Values function allows you to see all the values that logically define your part within the CES database.  To review how the Available Values function works in detail, see Using Available Values. 

  8. Once you have completed your specification definition, select Copy related information to new revision if you wish to retain mapping information in the new revision.  Click the Submit button to save your changes and to complete the part introduction process. Your parts are successfully introduced into the CES database as Internal Items.

The New Component Introduction 1/3 Window

This table describes the fields displayed in the New Component Introduction 1/3 window.

Fields Description
Creator Organization The organization that you belong to when creating the new component.
Consumer Organization Organization from which this part is available.
Description The description of the PLM object that is being introduced.


This table describes the buttons displayed in the New Component Introduction 1/3 window:

Button Description
Proceeds to the next window.
Returns to the previous window.
Cancels the operation.

The New Component Introduction 2/3 Window

This table describes the fields displayed in the New Component Introduction 2/3 window.

Fields Description
Engineering Part Attributes The PLM Part attributes that will be mapped to the CES catalog attributes.
Sourcing Attributes The CES catalog attributes that will be mapped to the PLM Part attributes.


This table describes the buttons displayed in the New Component Introduction 2/3 window:

Button Description
Saves your changes and moves you to the next window.
Discards your changes in the current window and takes you back to the previous window.
Discards all your changes and returns you to the Search Results window.
Deletes the selected entry from the Attribute Mapping list.

The New Component Introduction 3/3 Window

 

This table describes the buttons displayed in the New Component Introduction 3/3 window:

Button Description
Saves all your changes and completed the new component introduction process.
Discards your current changes and returns you to the previous window.
Cancels all of your changes and returns you to the Search Results window.
Opens the Project Selector window.
Removes the selected project from the list.

The Project Selector Window

This table describes the buttons displayed in the Project Selector window:

Button Description
Saves all your changes and completed the new component introduction process.
Discards your current changes and returns you to the previous window.
Cancels all of your changes and returns you to the Search Results window.
Opens the Project Selector window.
Applies attribute information to the parts.
Removes the selected project from the list.
Option to retain mapping information from the previous revision of the component.