Fill in the new part

1. On the General page, specify

   • The part record's Data revision and Lifecycle phase. You can modify the proposed revision or lifecycle values. For example, if you're making a new iteration simply to promote a record to a new lifecycle (say, from Preliminary to Production), then you can change the lifecycle and use the previous revision to show that the technical content hasn't changed.

   • The Part name. The starting value is copied from the part type's Text template value. See the Part types: Part name template help topic.

     The Name{a} button inserts the values on the Custom page into the part type's Text template. The button is visible only when custom attributes have been specified on the part type. To make a new part name, first enter the custom attribute values, and then click the Name{a} button to make the name. The new name completely replaces the previous name. You can edit the new name after the custom attributes have been inserted.

     Keep in mind any naming constraints of downstream computer systems. For example, some MRP/ERP systems can accept only 30 characters, or are limited to ANSI Basic alphanumeric characters. Export queries can, for example, convert the name to uppercase, but converting Unicode to ANSI or correctly shortening a long description is more difficult. Some data fields show a character counter in the upper right of the box that show the current text length.

2. Enter information or keywords in the Revision area and Release description to help users search for this revision.

   • The Revision area may be used to identify where the change occurs (say, Mounting flange).

   • The Release description summarizes how the technical content has been changed (for example, Removed interfering material). This is shown on the change form Affected list as a brief note to reviewers.

3. If you need to apply security access settings related to a Product Families collection member, drag the member from the Collection Explorer and drop it on the Product families list box.

4. Use the data on the Attributes list to identify information required by your engineering procedure and manufacturing system, such as Default unit of measure and Make/buy code.

   If a BOM part can have a unit of measure different than its default and the part's default is later changed, then make sure that the unit of measure originally used on the BOM is correct.

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