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Manual

Manual

3.1.13.  Document scan / Analyses

Analyse assemblies --- Document scan + Purchineering

Function

In PARTdataManager under Part selection -> Structure select the tabbed page Document scan.

With the Document scan you can achieve two things:

  1. Check the up-to-dateness of PARTsolutions parts of an assembly loaded in the CAD system

  2. Analyse, which parts of an assembly are own parts and which are PARTsolutions parts

    +

    Applying of Purchineering Analysis Functions on the result structure (optionally plus manually added further parts)

    The import is carried out within a wizard.

    • Pre-classify parts

      During the scan process the assembly parts are automatically sorted in the following sections:

      • My parts

      • Purchased parts

        • Supplier parts

        • Standard parts

      This makes sense, because after the Document scan various purchineering analyses can be applied to the different groups. Make or Buy for example at own parts, Supplier search at standard and supplier parts.

    • In order for the purchineering analyses to be able to be applied to the Document scan, the geometries have to be imported.

      The respective option Import geometry is displayed in the Import document structure dialog box.

      • Import geometry

        When an import has been processed without geometries, they can be imported afterwards.

        For this purpose now you can find the context menu command at the respective parts (Icon Import geometry. (Multiple selection with Ctrl key)

        After a successful import and generation of the fingerprints the icons change.

      • Use Native Checkin for geometry import

        When using OSDM or CATIA it is probably better not to use NativeCheckin at the geometry import. In this case only empty tables without attributes are created. If desired deactivate the checkbox.

The procedure step by step as a whole

  1. Initial situation:

    The assembly to be scanned is opened in the CAD system.

    In general assemblies of any size can be scanned. But please regard, that scanning of complex assemblies can be time consuming.[105]

  2. Start document scan:

    Start the scan either in PARTdataManager under tabbed page Part selection -> Structure -> tabbed page Document scan by clicking on Start document scan

    or from CAD system by clicking on Start analyse.

    PARTsolutions menu in CAD -> Start analyse

    PARTsolutions menu in CAD -> Start analyse

  3. In the Import document structure dialog box the section Structure preview opens and the document structure of the assembly loaded in the CAD system is displayed.

    Import document structure

    Import document structure

    You can perform the import of the document structure with or without geometry:

    1. Import geometry activated

      The activation of the Import geometry option is precondition for the creation of purchineering reports.

    2. Import geometry deactivated

      This way only the check for up-to-dateness of the PARTsolutions assembly parts is possible.

    Click on Next>.

  4. In the Import document structure dialog box the section Classify parts is displayed.

    Pre-classify parts (optional):

    Enable the checkbox in order to activate input options.

    Classification options:

    • Purchased parts expression (recognize supplier parts)

      If for example the property "Supplier" is available in the CAD system, then you can reference to it in the input field Purchased parts expression.

      Part property exemplified with Inventor

      Part property exemplified with Inventor

      Enter the following expression for example in Fortran syntax. Notes concerning Fortran syntax are found under Section 6.1.1, “Fortran Syntax ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.

      Supplier .NE. ''

      This means, if the field "Supplier" is not empty, then the respective part is classified as supplier part.

    • Recognize the following standards (recognize standard parts)

      If certain terms like DIN, EN, ISO, etc. are part of the document name, then the part is classified as standard part.

      Some options are already listed with checkbox. Under Custom you can insert any further terms (comma separated).

    • Detect expired parts

    • Detect expired, but still available parts

  5. Click on Finish.

    Result of the classification process

    The classification process sorts the parts into the following classes:

    • My parts

    • Purchased parts

      • Supplier parts

      • Standard parts

  6. Perform purchineering analyses

    Now you can perform purchineering analyses for any directory or project. Detailed information on this is found under Section 3.1.14.1, “ Purchineering ”.

    At the My parts folder perform Make-or-Buy Report for example or at the Supplier parts folder perform Find suppliers for example.

    • Icons for parts

      3D part

      Assembly

      Component without geometry (part or assembly)

      Import has been performed with deactivated option Import geometry.

    • Check for up-to-dateness at PARTsolutions parts

      During the check for up-to-dateness the assembled 3D parts are compared with the current catalog state.

      Icons for up-to-dateness of PARTsolutions parts

      =

      The part of the your assembly is according to the latest in PARTsolutions.

      >

      In PARTsolutions there is more up to date part than in your assembly. In order to update the part, use the interface function Replace parts in your CAD system.

      <

      The part in your assembly is more up to date than the latest in PARTsolutions.

      This case can occur, when several users work with the same assembly, however use different PARTsolutions catalog versions.

Delete document scan

When a scan is not needed anymore, then simply delete it with the context menu command Delete document scan.

Create directories and move content:

In order to create the desired structure at the Document scan tabbed page, you have the following commands and methods available:

  • Create new directory

    Rename directory

  • Add to analysis...

    Before performing analyses like Make or Buy, for example on the base of the document scan, you can fill the newly created directories, so that further parts are included in the analyses.

    You can find the command Add to analysis... at several places in the context menu:

    • On all tabbed pages (Catalogs, Classes, Search, Favorites, History, Analyses) in the context menu of each directory or project

      Example: "Add to analysis..." on the "Catalogs" tabbed page

      Example: "Add to analysis..." on the "Catalogs" tabbed page

    • In the result list of a searches

      Example: "Add to analysis..." in the result list of search

      Example: "Add to analysis..." in the result list of search

    • In the Links dialog

      Example: "Add to analysis..." in the "Links" dialog

      Example: "Add to analysis..." in the "Links" dialog

    As soon as the command has been performed the dialog box Add to analysis appears.

    [Note] Note

    It is not possible to add anything inside the scan structure. Added parts are displayed beside the scan. However you can create any directories.

    The following figure exemplifies how you can enhance the directory structure in order to include further parts in the analyses, in addition to the scanned assembly.

  • Drag & Drop

    You can move complete scans, directories and single parts (multiple selection with Ctrl key) into newly created directories via Drag & Drop.

Communicate cross-departmental via comment function:

In the context menu of each directory or project, under Analysis you can find the command Document scan comments....[106]

-> The dialog box Document scan comments opens. Insert your comment and confirm with OK.

-> In the respective directory or project line the comment icon is displayed . When you move the mouse over the icon, the comment is displayed in a tooltip.

By clicking on the comment icon the dialog box Document scan comments opens again. You can insert any further comments. When you delete the content (e.g. via selection, Del), the comment icon disappears again.

Open scan documents in the CAD system

Via context menu command Analysis -> Open document in CAD, open the scan documents in the CAD again.[107]

Document scan with ERP integration / Show status icon

ERP line information is also overtaken and displayed in the document scan.

Example:

At characteristics with a price higher 100 (in the following figure 110) a pink icon is displayed.

PARTdataManager - Status icon in the table

PARTdataManager - Status icon in the table

PARTadmin - Status indicating bitmaps for table view

PARTadmin - Status indicating bitmaps for table view

If this part is used in an assembly and scanned by the document scan, then it will be displayed there as well.

Part with ERP information used in an assembly

Part with ERP information used in an assembly

Pink icon in the document scan

Pink icon in the document scan



[105] At large assemblies possibly perform the scan at night.

[106] Comments are stored in a shard index, in order to support cross-departmental working (Purchineering).

[107] Documents created by an older version cannot be opened in the CAD.