Setting Up Engineering Transfer—Basic Data and Requirements Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

 

Purpose: The purpose of this exercise is to set up the basic data needed to transfer data from Engineering (PDM-Configuration).

Windows:
Manufacturing Standard Basic Data
 Part Transfer Template

 

Manufacturing Engineer

  1. Open the Manufacturing Standard Basic Data window.
  2. Click the Manufacturing Engineer tab.
  3. Select Engineer from the List of Values.
  4. Optionally, select the Blocked for Use check box to block the manufacturing engineer from further use.

Note: If you block a manufacturing engineer that is specified as the default value in the Manufacturing Standard Basic Data/Engineering Transfer Site Role tab, a dialog box appears when you select the Blocked for Use check box. Specify a different manufacturing engineer to update the default manufacturing engineer for engineering transfers for all sites whose current default value is the one you blocked.

  1. Save your changes.

Engineering Transfer Site Role

  1. Open the Manufacturing Standard Basic Data window.
  2. Click the Engineering Transfer Site Role tab.
  3. Enter your site, planner, and manufacturing engineer.

Note: If you do not have a site or planner and do not know how to enter one, please follow the link below.

General exercise for Basic Data for Inventory

Part Transfer Template

  1. Open the Part Transfer Template window.
  2. Create new templates according to the information in the table below.
Template ID Description Part Type
MAN Manufactured Manufactured
PUR Purchased Purchased
RAW Purchased Raw Purchased (raw)
EXP Expense Expense

Default Part Template

  1. Open the Manufacturing Standard Basic Data window.
  2. Click the Default Part Template tab.
  3. Enter your site, part type, and part template ID according to the information in the table below. 
    Replace XX with your site ID.
Site Part Type Part Template ID
XX Manufactured MAN
XX Purchased PUR
XX Purchased (raw) RAW
XX Expense EXP