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.
Item uniqueness definition (rule)
Before editing a system rule, ensure that no other users are using the system. After editing a system rule, close the PDXpert client and start it again.
Administrators open this using the
menu.Purpose §
Specifies the identifier set that's used to determine item uniqueness. The identifier set prevents duplicate items. An item can't be saved if the values in its identifier set are the same as an existing item's.
Description §
True: Include the data element to validate that an item's identifier set is unique.
False: Ignore the data element while validating that an item's identifier set is unique.
Data type §
True/false
Recommended or default value §
Data element | Element description | Default |
---|---|---|
Number | Part or document number | True |
Organization | Item owner | True |
Class | Part or document | False |
Type | Part Type or Document Types collection member | False |
Details §
When a data element is set as True (that is, the checkbox is marked), it's included in the test for uniqueness. Or, you can think of it this way: setting a data element to False makes that element a passive attribute that will be ignored, just like the item's Name, Language or Trustee.
Reducing an identifier's "degrees of freedom" by clearing checkboxes reduces ambiguity and communication errors. However, be cautious about removing data elements after items have been given identifiers using a larger set of elements. If you reduce the identifier set so that previously-unique items are now considered duplicates, you may need to modify at least one element of the item's identifier set to re-establish uniqueness before saving.
Selecting the Number as True with the Organization as False would mean that many legitimate overlaps between two organizations' part numbers would be invalid. Except in special circumstances, if you mark Number, you should also mark Organization.
Identification goal | Example & configuration | Number | Organization | Class | Type |
---|---|---|---|---|---|
Within any organization, there can be no duplicate part numbers and no duplicate document numbers. No part may have the same number as a document. Recommended goal. | You give number 12005 to any organization's document. No other document
or part owned by that organization can be given number 12005. You could have a single Identifier Sequence shared by all Part Type and Document Type members. You could also define Identifier Sequence members with distinct formats for documents and parts; for example, a 5-digit number is given to a document and a 6-digit number is given to a part. |
True | True | False | False |
Within any organization, there can be no duplicate part numbers and no duplicate document numbers. However, a part and a document may share the same number. | There can be only one part 103006 and one document 103006. The document
103006 may (but doesn't need to) specify the design details of part 103006. You'd have a single Identifier Sequence shared by all Part Type and Document Type members, and manually give (edit) the identifier of one related part to match the document number (or vice versa). |
True | True | True | False |
Within any organization, there can be duplicate part numbers and document numbers, provided that they are of different types. | You could give 120406 to a part such as a bare printed circuit board
(Part Type: PCB),
and overlay related document types: Schematic
120406, Drill Pattern 120406, and
Silkscreen 120406. Each part and document type could have their own Identifier Sequence, but they all share the same length and format. When appropriate, you'd manually give (edit) the identifier(s) for related items. |
True | True | True | True |
The software performs no validation, and duplicates items are OK. Not recommended for normal use. | You could give any value to any item data element. This is for
unusual circumstances, such as when legacy data contains duplicate items.
To reduce the chance of giving the same identifier to new items, ensure that your Sequences: Identifier collection members cannot overlap by either giving unique prefixes to each one and/or by minimizing the number of members specified in the Sequences: Identifier collection. |
False | False | False | False |
2102
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
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- 0300. Console reference
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- 0400. How to start the PDXpert client
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- 0500. PDXpert introduction
- 0501. PLM summary
- 0502. Item identification
- 0503. Item iterations
- 0504. Item: Document
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- 0506. Item: Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Item Explorer
- 0702. Make a new item
- 0703. Search for items
- 0704. Use search commands
- 0705. Recent items
- 0706. Files in work
- 0707. Tasks open
- 0708. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Remove a collection member
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1001. Make a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
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- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1201. Make a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1501. Originate a new change form
- 1502. Snapshot a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1601. Attach a revision file
- 1602. Attach an item file
- 1603. Attach an external link
- 1604. Viewing a file
- 1605. Copy a file
- 1606. Check out a file
- 1607. Check in a file
- 1608. Free a file lock
- 1609. Remove a revision file
- 1610. Remove item file or link
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2001. Adjust your user settings
- 2002. Arrange the Explorer windows
- 2003. Get technical help
- 2004. Manage user accounts
- 2005. Manage system emails
- 2006. Use Administrator Override
- 2007. Check index status
- 2008. Use the Recursion Assistant
- 2100. Menu reference
- 2101. Item menu
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- 2200. Document reference
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- 2202. General
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- 2205. References
- 2206. Appears On
- 2207. Files
- 2208. Tasks
- 2209. Notes
- 2300. Part reference
- 2301. Part summary
- 2302. General
- 2303. Attributes
- 2304. Custom
- 2305. Materials
- 2306. BOM (Bill of Materials)
- 2307. Sources
- 2308. References
- 2309. Appears On
- 2310. Files
- 2311. Tasks
- 2312. Notes
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Transforms
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices