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:

1. Open the Engineering Revision Transfers window.
2. Select the destination site in the Current Site field. Use the 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 direct transfer.
5. Right-click and then click Direct 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. Select Execute Transfer Online check box to execute the engineering transfer process online.
11. Click OK.

Engineering Revision Transfer Actions:

1. Open the Engineering Revision Transfer Actions window.
2. Populate or query for the part number.
3. Right-click and then click Direct 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. Select Execute Transfer Online check box to execute the engineering transfer process online.
9. 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:

1. The status change has not occurred from Executing to Ready after the job is processed.
2. The job is really stuck at Executing status.

Subsequently if any Engineering transfers are done for the same site

1. For a change in structure of the part which you tried to transfer earlier.
2. 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.