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Enterprise Item Number Management - v3.5 - 20210122

The document discusses the need for unique identifiers like part numbers to manage engineering items across systems and communicate with suppliers. It describes common part number practices and how part numbers are used throughout the digital thread from engineering to manufacturing and service.
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0% found this document useful (0 votes)
790 views42 pages

Enterprise Item Number Management - v3.5 - 20210122

The document discusses the need for unique identifiers like part numbers to manage engineering items across systems and communicate with suppliers. It describes common part number practices and how part numbers are used throughout the digital thread from engineering to manufacturing and service.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 42

Enterprise Item Number Management

in 3DEXPERIENCE Platform
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

3DEXPERIENCE R2021x FD04

January 2021
Agenda
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Part Number: Requirements and Practices

Enterprise Item Number in 3DEXPERIENCE Platform

Functional delivery details

Enterprise Item Number Display

2
Agenda
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Part Number: Requirements and Practices

Enterprise Item Number in 3DEXPERIENCE Platform

Functional delivery details

Enterprise Item Number Display

3
Need for a Unique identifier
 Any item which is part of the Engineering Definition and
modeled as an engineering artefact in 3DExperience, needs a
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

unique identifier, to manage it in the Enterprise across


Systems and to communicate with Suppliers
 Companies often use a global naming convention, following a
standard format, as the unique identifier for any item, this even
for non-BOM items
 Making its eventual semantics interpretable by company employees
 Usually some description is used as complementary
information(displayed in tree structure)
 Non-BOM items may have some unique ID, with a similar format as
a Part Number(often called “fake” Part Number)
 The Unique Identifier will be used for search purpose as key
identifier to directly retrieve all corresponding items

4
Part Number practices in Industry A&D
 The Part Number is an identifier for an Enterprise Part that will uniquely
reference it among the Enterprise or even a Corporation or several
Corporations
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Part Number expression adheres to a specific standard (internal to company


or shared within a global industry/association standard) like S1000D
standard from Aerospace
 Part Number for non Standard Parts can contain significant information
related to:
 Prefix : classification (e.g. based on ATA in A&D)
 Department/Discipline
 Systems/Modules Automotive
 Part Family
 Product Line
 Product Model
 Suffix: Revision/Release

 In addition the Part Number can contain some non significant information
that guarantees the unicity(e.g. Incremental counter)
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Part Numbers & the Digital Thread
Part Numbers applies throughout the digital thread, from
engineering to sourcing, manufacturing and service :
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Standard Parts will have some non modifiable Part Number for
both Design and Manufacturing Engineering
 Part Number assigned on Design Engineering specification can
be overloaded on Manufacturing Engineering artefacts
 Whenever the input Product Engineering definition has to be enhanced
with additional information(e.g. different design in the “condition of
supply” use case)
 This can consist of additional digits added as suffix on Manufacturing Spare parts
artefact
 Some items could be managed only at Manufacturing or Service
without being part of the Engineering BOM
and will also have some Part Number
 Packaging, protection, grease, oil…
 Spare parts
6
Agenda
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Part Number: Requirements and Practices

Enterprise Item Number in 3DEXPERIENCE Platform

Functional delivery details

Enterprise Item Number Display

7
Enterprise item Number in 3DEXPERIENCE Platform
 “Enterprise Item Number” (or “EIN”) is an identifier of an engineering definition,
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

which is accepted by single or multiple organizations.


 The 3DEXPERIENCE platform enables setting this number from several
authoring applications. By doing so, “Enterprise Information” is aggregated to the
correspondent Item with the “Enterprise Item Number”:
 

8
Enterprise Item Number Capabilities
3DEXPERIENCE Platform delivers the following capabilities in 21x FD04
 FUNCTIONAL
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Define a schema in the Configuration console for defining the EIN


 Define an automated Busines Rule script for defining the EIN
 Ensure the EIN uniqueness
 Get and Set an EIN from an external system using web services
 Import & Export an Enterprise Item Number through a CATIA V5 file – R2021x FD04
 Check the uniqueness of an EIN entered manually – R2021x FD04
 USER EXPERIENCE
 Enable configuration of how the EIN is displayed in the native & web Apps UI
 Set
the EIN from authoring applications: Engineering Release (XEN), 3DProduct Architect (PAU),
3DEXPERIENCE CATIA Native Application, xCAD Applications.

9
Agenda
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Part Number: Requirements and Practices

Enterprise Item Number in 3DEXPERIENCE Platform

Functional delivery details

Enterprise Item Number Display

10
Enterprise Item Number (EIN) Valuation Options
Different means to set EIN to fit customer business process
Free – Option 1 Business Rule – Option 2 Numbering Configuration – Option 3
Available: R2019x GA Available: R2019x FD01 Available: R2019x FD04
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Administrator defines a business Administrator defines the schema to be


rule script to be run to set EIN. run when to set EIN.
Configuration N/A Opening ID: PLMComputePartNumber .

Entered by user Business rule sets the EIN value. EIN computed by the system according
(*) to configured Numbering definition.
(*)
Set EIN
Command

Administrator can enforce a


Uniqueness 3DEXPERIENCE check of the Business rule algorithm must ensure Ensured by the system based on
management uniqueness of the EIN (R2021x uniqueness. <counter> part of the configuration
FD04)

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(*) End user cannot modify computed value
Enhancement availability
(R2021x FD04)

Enterprise Item Number Unicity


Check the Enterprise Item Number uniqueness before setting it to an Engineering Item
 This new function provides the ability
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

to check and enforce uniqueness of


Enterprise Item Number (EIN) value
across all “Engineering Items” that
are present in the system regardless
of the user's P&O security context or New Administrative
object policy access rules. parameter to activate
the uniqueness
 The uniqueness check can be checking
performed whatever the EIN
configuration options:
 Manual Input / Free form text (default)
An error message indicates
 Formula configuration with or without that the EIN has not been
counter defined set because another
 Business Engineering Item already
Logic (BL) enabled for
has this EIN
custom EIN behavior
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Enterprise Item Number Existence Check at Promote
 Not all Engineering Item require an Enterprise Item Number. For example it may
be required for production parts but not for study/development parts.
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 OOTB Configuration: Customer Business Rule script to check Existence of


Enterprise Item Number on an Engineering Item at promote maturity state.
EI maturity states
 Example:
 When the user promotes an Engineering Item from Frozen to Released a check is
performed:
 If EIN exists and is compliant with customer naming rules, the state changes to Released
 If EIN does not exist or is not compliant with customer naming rules, a message informs the user

that an EIN is mandatory and the state remains at Frozen

13
US Lifecycle operations (1/2)
AT
ST

Enterprise Item Number propagation


3DEXPERIENCE
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

User Intent Lifecycle Family Relations Reroute Enterprise Item Number (EIN)
Operations scope Assistant vs.
Resulting revision behavior

Create a new definition New NEW N/A OPTIONAL

KEEP
Create an improvement of an existing definition New Revision KEEP KEEP
From ancestor revision of the branch

RESET
Create an Alternative, Study, … from an existing definition New Branch KEEP KEEP
On new revision of the new branch

Create an improvement of an existing definition by integrating KEEP


New Revision From KEEP KEEP
other Alternative, Study definition From ancestor revision
RESET
Create a new definition from an existing definition Duplicate NEW RESET
On duplicated revision

14
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

15
ST
AT
US
Lifecycle operations (2/2)
Enterprise Item Number propagation – Sample Revisions view
Web services
 Customization using OOTB Web services: the Enterprise Item Number is generated by an
external system and is set to the 3DEXPERIENCE platform using web services. The
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

uniqueness of the EIN is under the responsibility of the external system (provided the EIN
is not imported with external dataset in parallel). Setting an EIN by web service also
supports the option to check the uniqueness: by setting an EIN that already exists the web
service will fail with a corresponding error message.

https://media.3ds.com/support/documentation/developer/R2021x/en/English/CAAEngineeringWS/CAAEngineeringWSAPI.htm

16
Agenda
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Part Number: Requirements and Practices

Enterprise Item Number in 3DEXPERIENCE Platform

Functional delivery details

Enterprise Item Number Display

17
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

18
Product Release Engineer
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

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Product Structure Editor
Display in Search Results
 Using individual settings or Administrator-defined settings, search resultst can be
configured to display EIN prominently:
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

20
*(Configuration details in Appendix)
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

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Configuration to display Enterprise Item Number
3DEXERIENCE CATIA Native Client
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

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Set EIN
3DEXERIENCE CATIA Native Client
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

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 Set EIN

 Customizable display (21xFD03)


Collaborative Designer for CATIA V5
Collaborative Designer for SOLIDWORKS
Configuration to display Enterprise Item Number
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

24
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

25
Set Enterprise Item Number
Collaborative Designer for SOLIDWORKS
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

26
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Appendix
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

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Enterprise item Number (EIN) Valuation
Options
Detailed view
Free – Option 1
OOTB - Default: the user sets the Enterprise Item Number (EIN) manually from the
native or web Apps. Optionally the 3DEXPERIENCE can check the uniqueness of
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

the entered value (FD04)

29
Business Rule – Option 2
OOTB - Configuration : the user sets the Enterprise Item Number (EIN) manually from the
native or web Apps. A customer Business Rule script is triggered and it generates the
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Enterprise Item Number (EIN). The script must ensure the uniqueness of the EIN (Provided
the EIN is not imported with external dataset in parallel)

Script Input : EI Object

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Numbering Configuration – Option 3 (1/3)
 OOTB - Configuration: the user sets the Enterprise Item Number (EIN) manually from
the native or web Apps. A formula defined in the 3DEXPERIENCE configuration is
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

triggered and it generates the Enterprise Item Number (EIN).


 A concatenation of fields can be used to generate the Enterprise Item Number (EIN) :
 Text (Static string)
 User Input

 Attribute (Customized through Console)


 Counter (one by DB)
 Counter ensures the uniqueness of the EIN (Provided the EIN is not imported with
external dataset in parallel)

31
Numbering Configuration – Option 3 (2/2)
 When using a counter, the administrator could also specify on which attribute the counter value
“depends on”:
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Each value of this attribute has a dedicated counter


 Example:
 Assuming we have an Engineering Item with two attributes   #1 #2 #3 #4
that have a list of values: (Series) (Free text) (Domain) (Counter)
• “Series”: A, B, C… EIN1 A abc Electrical 0
• “Domain”: Electrical, Mechanical, Chemical EIN2 B def Electrical 1
 Formula of the EIN based on four parts (#1 #2 #3 #4): EIN3 A ghi Electrical 2
EIN4 C Ijk Mechanical 0
 ‘Series’ + Free text (user input)’ + ‘Domain’ + ‘Counter’
EIN5 B lmn Mechanical 1
 Administrator can define a dedicated “Counter” for each
EIN6 A Opq Electrical 3
value of the attribute “Domain”.

32
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

33
How to Configure 3DSearch Columns for
Enterprise Item Number
User Configuration
Step 1 : Search on Extension
 Either through Top
bar Search
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Refine on
Type: Physical
Product
 Subtype: Enterprise

information
 Or directly from Advanced Search
 Choose
Type Physical Product
 Extension : EnterpriseExtension

34
Step 2 : Configure columns
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

1 - Launch 2 - Launch Manage 3 - Add Enterprise Item


Search Settings grid view Number
customization

This configuration can be saved locally (on your browser’s cache ) with a dedicated name

35
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

36
the pre-defined columns
Step 3 : Search Result Automatically displayed with
How to Configure 3DSearch Columns for
Enterprise Item Number
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

Administrator Configuration

37
How to Configure 3DSearch Columns for Enterprise
Item Number (Administrator)
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Before R2021xFD02 On Premise only


 File to position in FE1E3B51.json

 /webapps/SNInfraUX/assets/ SearchColumnCustoAdmin.json

 Since R2021x FD02 on both On Cloud and On Premise


 See next slides to apply the methodology

38
Step 1
Administrator
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Open the Platform Management Dashboard using Administrator Role


 Select the “Search” tab

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Step 2
Administrator
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Add the Webtop variable “ ?AdminColumnsSearch ” to the URL as specified below


to activate a new GridView Customization panel

New

40
Step 3
Administrator
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020

 Import your Customization file (.json).


See next section “How to Add EIN To
Search Results”

 Then Reload server cache using the


option available under
Content>Collaborative Spaces
Configuration Center>Configuration
Deployment>Reload Server Cache

41
Step 4
Administrator
Optional: Set “Datagrid View” as the default option in the Search>General section to
© Dassault Systèmes | Confidential Information | 9/23/21 | ref.: 3DS_Document_2020


standardize view mode to all users.

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