Direct Revision Transfer to Site
Explanation
To perform a direct transfer of one or more engineering revisions to a site from the Engineering
Revision Transfer Actions page, select one or more rows and click Transfer.
The transfer assistant contains two steps. First, you may edit the transfer data. Second, you can select transfer
parameters. To perform a direct transfer, select the transfer type Direct Transfer. Options:
- You can select whether you want to perform a single level transfer or transfer all levels of the parts.
- You can select to create protoype structure.
- You can select to execute the transfer online, otherwise it will be performed as a batch job.
- You can select to include parts where part type has been changed. This means that there is a difference
between the values in Part Type and Current Inventory Part Type fields. Please note that changes to
part type should always be done in the inventory part first.
- You can select to include proposed start and/or end dates. If proposed start date is not defined or used, the
current system date will be used for the transfer.
- You can use the "ignore" command to ignore engineering part revisions from engineering transfer
process, if there are engineering revisions which you do not need to transfer to the site.
To make a direct transfer from the Engineering Revision Transfer Status page, the
PDM Preliminary Rev Change value must be set to Changed. To perform the direct
transfer, click Direct Transfer. The same options as above apply.
Prerequisites
This activity has the following prerequisites:
- The destination site must exist in the system.
- The engineering revision must exist.
- Prototype Part Revision Prefix must be defined on the Site/Manufacturing page in order
to create prototype structures.
- A part transfer template of type Engineering must exist for the part type to be
transferred.
- Part type Remanufactured is not supported. Transfer of an existing part with this part type
will not update any structures.
System Effects
As a result of this activity:
- Data about one or more new parts, part revisions, and structures are created if needed.
- Since the application uses date effectivity, the transfer will attempt to use the tentative revision that
has a phase-in or effective date that is closest to the date that is listed in the proposed start date. If no
tentative revision exists, the system will either create the first revision, as is the case when the part is
new to the manufacturing site, or it will create a revision that is numbered sequentially from the latest
revision that is presently buildable. This situation will occur except when the first revision is tentative,
the system will not use the first tentative revision, instead system will create a second tentative revision.
When additional revisions are transferred, the system will overwrite the structure of the second revision
until the second revision is made buildable. Any unwanted tentative revisions for the parts should be
canceled before the transfer, in order to avoid overwriting.
- Depending on the part transfer template used, alternate components defined in engineering may also be
transferred, and may overwrite existing alternate components defined in manufacturing.
- If the direct transfer is processed for a single level, routing information based on a routing template may
also be created.
- If you start the direct transfer function from the Engineering Revision Actions page, the
engineering revision or revisions are moved to the Engineering Revision Transfer Status page.
- On the Engineering Revision Transfer Status page, the status of the particular part is
changed from Active to Transferred.
- Prototype structures will create a unique Part Revision with the Prototype Part Revision
Prefix. Prototype structures are created in Tentative state and will not be overwritten by different
engineering part revisions, but will always create a new prototype structure in an engineering transfer. However,
if an already transferred engineering part revision is transferred again due to changes in the engineering
structure it will overwrite the particular prototype structure related to the engineering part revision. Creating
prototype structures via an engineering transfer can be done only for single level transfers.