PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Materials import
This file defines how PDXpert materials – that is, chemical substances – are added to existing part records.
Each row in the import file represents an item record with a material name, and possible quantity and notes.
The import file adds, updates or deletes part-material relationships regardless of the parent item's iteration status (pending, released or canceled).
For important rules that affect this import, see theItem-level relational imports help topic.
Rows on the Materials list are added cumulatively. That is, you can import a different row (say, a newly-regulated substance) without affecting the current list. If you want to replace an existing materials list, clear the list using the DELETE-MATERIAL-LIST special value.
The Batch Importer tool can generate a CSV template file, which can be used to import your data. Select List: Materials from the dropdown list, click theExport button, and save the file to a convenient location.
| Column name | Data type | Value if empty | Description |
|---|---|---|---|
| Class | string Part | Part | Must be a Part or remain empty. |
| Owner | Organizations | home organization | Identifies the organization that is primarily responsible for the parent item's specification and which issues the itemNumber. If not specified, then the home organization is used. |
| Type | Part Types | default member | If not specified, then the part is matched against the defaultPart Types collection member. |
| Number | string | row is skipped | REQUIRED: Part number. If the value is empty, the row is not imported. |
| MaterialName | Materials | row is skipped | REQUIRED: If the value is empty, the row is not imported. The special value DELETE-MATERIAL-LIST deletes the materials list from the part. Other rows in the import file can add new materials. |
| MaterialValue | double ≥ 0 | 0.0 | Material's mass quantity or a ratio of material to the total part mass. |
| MaterialUnit | Units of Measure | g (gram) | If this value is
|
| MaterialLocation | string | no value | Imported as the material's Location value. |
A part's mass is specified on the part's Materials page by thePart mass (weight) value. It can be entered manually or is imported using theItem Master import format values ofMass and MassUOM.
When the materials list is imported, the part's mass is compared to the sum of all materials imported into that part. The imported materials' MaterialUnit says how to use the MaterialValuevalue:
as a mass by using a mass unit of measure likeg or mg, or
as a proportion by using a ratio unit of measure like% or ppm, which calculates each imported material's mass from the part's total mass.
Any Units of measure collection members in the Mass / weightor Proportion (ratio) categories can be used as a MaterialUnitvalue.
| Part mass (weight) is… | MaterialUnit category | Calculation effect |
|---|---|---|
| 0 (zero) | Proportion | The material's proportion of part mass can't be calculated, thus the MaterialValueis imported as 0. |
| Equal to the sum of MaterialValue | Mass or Proportion | The sum of imported values does not change the part mass, and is 100% of the part mass. |
| Less than the sum of MaterialValue | Mass or Proportion | The part mass is changed to the sum of imported values. If the imported materials list is used to set the part mass, then the part mass should be 0 before importing. If the list of imported materials is incomplete (for example, unregulated materials like water are not imported), then the part's mass in PDXpert is less than the actual part's mass. While each material's mass is correct, the material's proportion of the part is overstated. If the imported materials list is used to set the part mass, then change the part mass back to 0 before importing a replacement materials list. |
| Greater than the sum of MaterialValue | Mass or Proportion | The sum of imported values does not change the part mass. The sum of materials is less than 100% of the part mass. If the part's mass is correct, then each material's mass and proportion is correct, even if some materials (such as unregulated materials) are not included in the materials import list. |
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