Product Engineering - Engineering Change Management

How To : Import files into the Staging Table

This scenario assumes that the engineering department works with a system that delivers files for changed products and bills of material (Windchill, Teamcenter). The file layout is either CSV or XML, and combinations of fields determine the type of change to be processed. The sequence of imports is important: to substitute an item with a new item, first import the new item before importing the substitute. The list below shows the supported transactions from the staging table with examples of the fields that the import file must provide.

Specific mapping rules:

  1. Items, when new items are created, the item information is completed based on a template set in the ECM Setup.
  2. Item variants are supported, when specified, the system either creates a new variant or updates an existing one.
  3. Item substitutions are supported, when a Substitution Type and No. are specified, it is assumed that the dependent line is a new item for which a separate ECO is created. When processing the ECO, a check is made whether the new item exists. If not, an error requests the user to first process the ECO for the new item.
  4. When a Production BOM No. is specified, it is assumed that the Production BOM No. is the same as the parent item of the BOM. The lines that contain the Production BOM No. are then considered component lines and created with a line number.
  5. Based on the settings in the ECM Setup, a BOM is either replaced or created as a new version. When Create BOM Version is checked, the new version is created with the revision code as the version number. The same method applies to the routing.

Import a new or changed item

Field Example
Type Item
No 1002
Variant Code
Description New Bicycle
Description 2
Unit Of Measure Code PCS
Class
Vendor No.
Vendor Name
Item Category Code MISC

Import an item substitute

Field Example
Type Item
No 1000
Variant Code
Description Bicycle
Description 2 Substituted
Unit Of Measure Code PCS
Class
Vendor No.
Vendor Name
Item Category Code MISC
Substitution By Type Item
Substitution By No. 1002
Inter Changeable
Substitution Condition Upgraded

Import a Bill of Material

Field Example Example
Type Production BOM Production BOM
No 1002 1100
Variant Code
Description Bicycle New
Description 2
Unit Of Measure Code PCS PCS
Class
Vendor No.
Vendor Name
Production BOM No. 1002
Production BOM Version No. 1000-2
Production BOM Version Date 1-12-2015
Length
Width
Depth
Weight
Prod BOM No. Series
Prod BOM Version No.
Position
Position 2
Position 3
Lead Time Offset
Routing Link Code
Scrap
Calculation Formula
Quantity Per 1

Import a Routing

Field Example Example
Type Routing Routing
Routing Type Serial
Routing No. 1002
Routing Version No.
Routing No. Series
Routing Version Nos.
Routing Operation No. 10
Routing Line Type Work Center
Routing Line Type No. 100
Routing Work Centre
Routing Setup Time 80
Routing Run Time 10
Routing Wait Time
Routing Move Time
Routing Setup Time UOM Code
Routing Run Time UOM Code
Routing Wait Time UOM Code
Routing Move Time UOM Code
Routing Minimum Process Time
Routing Maximum Process Time
Routing Concurrent Capacities
Routing Send Ahead Quantity 1
Routing Routing Link Code
Routing Standard Task Code

See also

Reference

Engineering Change Management