Perform a Direct Revision Transfer for a Site
Explanation
Use this activity to perform a direct transfer of one or more engineering
revisions to a site. You can select whether you want to perform a single level
transfer or transfer all levels of the parts. The process creates the parts,
part revisions, and structure data needed. You can create
either manufacturing structures or prototype structures.
Since the application uses date effectivity, the transfer will attempt to use
the tentative revision that has a phase-in or effective date that is closest to
the date that is listed in the proposed start date in the Engineering transfer
windows. If no tentative revision exists, the system will either create the
first revision, as is the case when the part is new to the manufacturing site,
or it will create a revision that is numbered sequentially from the latest
revision that is presently buildable. This situation will occur except when the
first revision is tentative, the system will not use the first tentative
revision, instead system will create a second tentative revision. When
additional revisions are transferred, the system will overwrite the structure of
the second revision until the second revision is made buildable. Any unwanted
tentative revisions for the parts should be canceled before the transfer, in
order to avoid overwriting.
Prototype structures will create a unique Part Revision with the
Prototype Part Revision Prefix defined
in the Site/Manufacturing tab. Prototype structures are created in Tentative state and will not
be overwritten by different
engineering part revisions, but will always create a new prototype structure in an engineering transfer.
However, if an already transferred engineering part revision is transferred again due to changes in the engineering
structure it will overwrite the particular prototype structure related to the engineering part revision.
Creating prototype structures via an engineering transfer can be done only for single level transfers.
In addition, depending on the part transfer template used, alternate
components defined in engineering may also be transferred over, and may
overwrite existing alternate components defined in manufacturing.
Prerequisites
This activity has the following prerequisites:
- The destination site must exist in the system.
- The engineering revision must exist.
- Prototype Part Revision Prefix must be defined in the
Site/Manufacturing tab in order to create prototype structures.
System Effects
As a result of this activity:
- The system performs a direct transfer of an engineering revision or
revisions to a site.
- Data about one or more new parts, part revisions, and structures is
created if needed.
- Data about alternate components for each part in the structure may be
transferred.
- If the direct transfer is processed for a single level, routing
information based on a routing template may also be created.
- If you start the direct transfer function in the
Engineering Revision Transfers
window, the engineering revision or revisions are moved from the
Engineering Revision Transfers window to the
Engineering Revision Transfer Actions window.
- In the Engineering Revision Transfer Actions
window, the status of the particular part is changed from Active to
Transferred.
Window
Engineering Revision Transfers
Engineering
Revision Transfer Actions
Related Window Descriptions
Engineering Revision Transfers
Engineering Revision
Transfer Actions
Procedure
Engineering Revision Transfers:
- Open the Engineering Revision Transfers window.
- Select the destination site in the Current Site field. Use
the List of Values to select from available sites.
- Populate or query to retrieve the part records.
- Select the engineering revision for which you want to start a direct
transfer.
- Right-click and then click Direct Transfer. The
Transfer
Parameter dialog box will be opened.
- Select either Single Level Transfer or All Level Transfer, depending on the levels you want to transfer.
- Select Include parts where part type has been changed check box for the system to identify the
transferable parts
during the next transfer, if there is a difference between the values in Part Type and Current Inventory Part Type fields in
Engineering Revision Transfer Actions
window. This is similar in changing the PDM preliminary rev change from Not Changed to Changed.
Please note that changes to part type should always be done in the inventory
part first.
- Select Include Proposed Start and/or End Date(s) check box to include the proposed start date and/or end date specified in the selected engineering revision(s) during a
single level or all level transfer to its component parts. If the proposed start date is not defined, the current system date will be considered for the transfer.
- Select the Create Prototype Structure check box ,If you want to create the prototype structures via an engineering transfer
- Select Execute Transfer Online check box to execute the engineering transfer process online.
- Click OK.
Engineering Revision Transfer Actions:
- Open the Engineering Revision Transfer Actions
window.
- Populate or query for the part number.
- Right-click and then click Direct Transfer. The Transfer Parameter dialog box will be opened.
- Select either Single Level Transfer or All Level Transfer, depending on the levels you want to transfer.
- Select Include parts where part type has been changed check box for the system to identify the
transferable parts
during the next transfer, if there is a difference between the values in Part Type and Current Inventory Part Type fields in
Engineering Revision Transfer Actions
window. This is similar in changing the PDM preliminary rev change from Not Changed to Changed.
Please note that changes to part type should always be done in the inventory
part first.
- Select Include Proposed Start and/or End Date(s) check box to include the proposed start date and/or end date specified in the selected engineering revision(s) during a
single level or all level transfer to its component parts. If the proposed start date is not defined, the current system date will be considered for the transfer.
- Select the Create Prototype Structure check box ,If you want to create the prototype structures via an engineering transfer
- Select Execute Transfer Online check box to execute the engineering transfer process online.
- Click OK.
Note: If the Execute Transfer Online option is not clicked, this activity
will be performed as a background job. Open the
Background Jobs
window and populate to view the background job created for this job. This
background job comes with a description of Direct Engineering Transfer
Processing. Once this job is processed the status changes to Ready, upon
which the structure is transferred to Manufacturing.
If the transfer is done for the first time for a part, the Std planned
Item check box will automatically be selected in
Product Structure window. It is possible for you to modify this check
box in the
Product Structure window. Once this check box is
selected in
Product Structure window, the setting of this flag on
any future transfers are ignored.
There are two reasons due to which the job can get stuck at the Executing status when it is performed as a background job:
- The status change has not occurred from Executing to Ready
after the job is processed.
- The job is really stuck at Executing status.
Subsequently if any Engineering transfers are done for the same site
- For a change in structure of the part which you tried to transfer
earlier.
- For another part on the same site.
These jobs do not get transferred. When this new structure is transferred it
creates a background job which is re-submitted 15 times. The last re-submit
gives the following message:
“This job on site XX failed due to a job stuck in Executing state. Delete the
stuck job and retransfer.”
When you get the above message you should note the Job ID of the job which is
stuck in Executing status and delete it using the delete (X) option in the
Background Jobs window.
You have to re-transfer the jobs which have not got transferred using the
Engineering Revision Transfer Actions window.
Note: A job stuck while executing affects only the future jobs that
will be transferred for the same site.