Perform a Detailed Revision Transfer for a Site

Explanation

Use this activity to start a detailed transfer of an engineering revision to a site. You can select whether you want to do a single level transfer or transfer all levels of the part. Only one engineering revision can be transferred at a time.

Prerequisites

This activity has the following prerequisites:

• The destination site must exist in the system
• The engineering revision must exist.

System Effects

As a result of this activity:

• The system starts a detailed transfer of an engineering revision to a site.
• If you start the detailed transfer function in the Engineering Revision Transfers window, the engineering revision is moved from the Engineering Revision Transfers window to the Engineering Revision Transfer Actions window.
• The Action state in the Engineering Revision Transfer Actions window is set to In Process for the part.
• Depending on the part transfer template used for the transfer, alternate components defined in engineering are also transferred over, and may overwrite existing alternate component definitions in manufacturing.

Window

Engineering Revision Transfers
Engineering Revision Transfer Actions

Related Window Descriptions

Engineering Revision Transfers
Engineering Revision Transfer Actions

Procedure

Engineering Revision Transfers :

1. Open the Engineering Revision Transfers window.
2. Select the destination site in the Current Site field. Click List of Values to select from available sites.
3. Populate or query to retrieve the part records.
4. Select the engineering revision for which you want to start a detailed transfer.
5. Right-click and then click Detailed Transfer. The Transfer Parameter dialog box will be opened.
6. Select either Single Level Transfer or All Level Transfer, depending on the levels you want to transfer.
7. 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.
8. 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.
9. Select the Create Prototype Structure check box ,If you want to create the prototype structures via an engineering transfer
10. Click OK.

Engineering Revision Transfer Actions:

1. Open the Engineering Revision Transfer Actions window.
2. Populate or query to retrieve the part records
3. Right-click and then click Detailed Transfer. The Transfer Parameter dialog box will be opened.
4. Select either Single Level Transfer or All Level Transfer, depending on the levels you want to transfer.
5. 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.
6. 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.
7. Select the Create Prototype Structure check box ,If you want to create the prototype structures via an engineering transfer
8. Click OK.