Integration Manufacturing and Document Management

In Manufacturing, you can link a document to an object using Document Management ( Data Management). To the document, you can attach files of any format. For example, you can link a document to BOM lines, production items, or production order headers. The files attached to the document can provide important information such as instructions for shop floor operators about how to work with the object.

To link documents

To link a document to an object, take the following steps:

Save the file(s) in your work area. Your work area and its path is defined in the Areas (dmdoc5120m000) session.
Select the object to which you want to link a document. For example, if you want to link a document to a BOM line, select a BOM line in the Bill of Material (tibom1110m000) session. If you want to link a document to a production item, select an item in the Items - Production (tiipd0101m000) session.
Click the paperclip in the toolbar.
Click File Linking.
Use the File Linking (dmdoc4540m002) session to link the document to the object.

If you linked a document to an object, you can view, edit, print, or e-mail the files linked to the document. Carry out the following steps:

Select the object, for example, the BOM line, (production) item, or production order.
Click the paperclip in the toolbar.
Click Launch Main File(s) to open the file.

To inherite document links

If you link a document to an object, you can view, edit, and print the files attached to the document throughout the object's lifecylce. For example, if you link a document to a production item, you can still access the document when the item is used in a bill of material because the BOM has inherited the production item's document.

In the Related Objects (dmsys1113m000) session is registered when a document is inherited from an object. Those related objects are provided in a demo company when you install LN. For Manufacturing, the following related objects are defined:

When a document is linked to:	The document is inherited by:
General item data ('derived from' item)	General item data
General item data	Item production data
Item production data	Production order header
Item production data (child)	Generic BOM lines
Item production data (parent)	Generic BOM lines
General item data (child)	BOM lines
Item production data (parent)	BOM lines
General item data (child)	Estimated material line
Engineering item (parent)	Engineering BOM line
Engineering BOM	Engineering item revision

Also in other LN packages, documents or document links are copied during an ERP business flow. In the Related Objects (dmsys1113m000) session a great number of related objects are listed. You can also define new related objects in the Related Objects (dmsys1113m000) session.

If you linked a document to an object, for example, to an item in the general data, and you want to view or edit the document when the item is used in a BOM, carry out the following steps:

Select the object, in this case the BOM line where the item is used.
Click the paperclip in the toolbar.
Click Document Rev.
Select the document (revision) concerned, and go to the appropriate menu. You can now choose what to do with the document: Edit File, View File, Print File, or E-mail.