PDXpert PLM software configuration options

These attributes cover a wide variety of areas: organizations, part categories, document access guidelines, file types, number and revision identifiers, change reasons, dispositioning activities and many others. Each of these is managed as collections of individual members; most collections can have an unlimited number of members, and each member can be tailored to your organization's specific requirements.

The Places/Organizations/People set contains information such as countries, languages, and currencies (which include conversion rates for calculating assembly costs using any currency); organizations (e.g., suppliers, customers, regulatory agencies, standards bodies); people; and security roles. Roles are flexible and powerful, but also simple to manage - a series of checkboxes gives you full control over whether a user can view pending, released or canceled parts and documents, whether new items can be created, and whether the user can manage the collections as an administrator.

The General set of collections includes common attributes such as item classes (for managing the default characteristics of documents, parts and changes); units of measure; text templates for offering users pre-defined part names and document titles; sequences that let you specify an unlimited number of item number formats, each with its own prefix, suffix, sequential assignment and invalid ("skipped") characters; product families; and collections to support data import/export.

The Document set of collections is comprised of media type or location, which provides information about the physical location or handling of a document; and document types. A document type lets you classify your documents and defines the basic characteristics of each type. You can specify whether the document type is available for use only by your own organization or by supply chain partners (or both); the document number and revision sequences; revision rules; whether you can associate other documents, parts or files with the type; designate author and user responsibilities; and define custom numeric, text, date and Boolean attributes that will be applied to all documents of the specified type.

Parts collections include part handling categories; make/buy categories; RoHS/WEEE/EVL-related areas, such as material categories, material constraints, materials, and recovery/disposal methods; bill of material categorization; and part types (similar to document types).

All of the Changes collections manage the definition, creation, characteristics and workflow of part and document changes. The collections cover problem sources, reasons, priorities; workflows; change types, including numbering, workflow, default department reviewers and observers; starting/ending date or serial number assignments; and dispositioning information (in other words, what to do with on-order, in-transit, on-hand, or sold inventory). PDXpert product lifecycle management does not limit you to a fixed number of pre-defined change forms; you can create an almost unlimited selection based on specific department or workflow needs.

You can even define your own Custom collections for use with document, part and change form custom attributes.

While PDXpert PLM software's extensive list of collections provides incredible flexibility, managing the collections is easy: the interface is simple and consistent. You can learn a few collections in minutes, and it's easy to become an expert in configuring your system.