Documents (pdpdm2600m000)

Use session to view and maintain the document data. You can also copy an existing document data to a new document. The data in the header section is defaulted from the Documents Defaults (pdadm5154m000) session.

Note:

The User Defined Attributes II tab comprises of the custom fields that are included based on the requirement.
You can use the Add Files option to add file. This is the Files (pdpdm5100m000) session.
You can use the CAD Viewer Workbench option to access the CAD Viewer Workbench (pdpdm8500m000) session, wherein you can view the 2D,3D files and also attach markups (such as comments, notes and drawings) to files displayed in the viewer, for review and collaboration.

These sessions are displayed as satellite sessions:

Child Documents (pdpdm2101m000)
Files (pdpdm2102m000)
Items (pdpdm1104m100)
Folders (pdpdm3102m100)
Business Processes (pdwfl1516m100)
Models (pdpdm1105m100)
PLM Projects (pdpdm2104m000)
Category (pdpdm1526m100)
Where Used (pdpdm2501m100)
Reference Documents (pdpdm2103m000)
Driver Documents (pdpdm2109m000)
Impacted Documents (pdpdm2109m100)
Hard Copy (pdpdm2110m000)
Revisions (pdpdm2500m100)
Revision History (pdpdm2508m000)
TAA (pdpdm2105m000)
Distribution List (pdpdm2106m000)
Thumbnails (pdpdm5502m000)

Field Information

Document

The code of the document. Documents are revision controlled and are intrinsic to the functional processes supported by PLM. Documents refer to the files that contain the actual data.

Is Latest

Indicates if the revision of the document is the latest.

Revision

The revision number of the linked document.

Description

The description or name of the code.

Status

The status of the document.

Allowed values

Draft
Released
Under Change
Obsolete

Status

The status of the revision.

Allowed values

Draft
Released
Under Change

Life Cycle

The stage at which the document is, in the production life cycle. This is used to track the document through the various phases (from design to production).

Allowed values

Editing
Pending Approval
Limited Available
General Available
Superseded
Withdrawn
Not Implemented
Created

Document Type

The characteristic of the document.

Note: By default, this field is set to Common

General

PLM Project: The PLM project for which the document is created. The PLM administrator assigns users to the specific projects based on the authorization.
Description: The description or name of the code.

Security Access Level

The level of security access provided to the user.

Allowed values

Unrestricted
Restricted
Confidential
Secret
Top Secret

Note: By default, this field is set to Unrestricted.

Category

The category code to which the document is classified.

Category Name

The category name to which the document is classified.

BOM Defining

If this check box is selected, the Bill of Material is defined for the item linked to the document.

Template

The code of the template defined for the document.

Note: The template for which the Preferred check box is selected in the Document Defaults (pdadm5154m000) session, is defaulted.

Description

The description or name of the code.

Object Type

The category used to classify the object.

Note: By default, this field is set to Document.

Application Format Type

The category of CAD integration file format.

Note: By default, this field is set to Not Applicable.

Business Process

The code of the business process for which the document is created. The application populates this value when the business process is in progress. This value is cleared when the business process is complete.

Doc Class

The type of document.

Allowed values

Not Applicable
Fixed Asset
Sales Quotation
Sales Quotation Line
Purchase Inquiry
Purchase Inquiry Line
ECM Project
Charge Element
Employee
Business Partner
Customer BP
Purchase Order
Supplier BP
LOT
Dummy
Service Order Activity
Project (TP)
Project (PCS)
E Item
P Item
Service Installation
Installation Component
Purchase Order Line
Customize Routing
Customize Routing Line
ERP Task
ERP Machine
Customized Item
Service Call
Service Contract
Service Contract Quote
Service Order Quote
Service Quote Activity
Sales Order
Reference Activity
ECO
Budget
Calculation Part
Routing Sheet Budget
Routing Sheet Operation
Sales Activity
Purchase_Requisition
Purchase Req Line
SCH Sales Contract
Sales Order Line
SCH Sales Contract Line
SCH Purchase Contract
SCH Purchase Contract Line
NCR
Received Invoices
Received Purchase Invoices
Received Purchase Invoices Line
Serialized Items
Serial Numbers
Physical Breakdowns
Production Order
Work Order
Work Order Activities
Maintenance Sales Order
Maintenance Sales Order Item Lines
Bill of Material
Contacts
Inspection Plans
Inspection Plan Characteristics
Serial End Item Header
Serial End Item Components
Service Order
Opportunity
Warehouse Order
Warehouse Order Line
Planned Order
Purchase Requisition Order
Incident Number Car
Incident Number Car1
Incident Number Car2
Incident Number Car3
CUSAI Number
Routing
Planned Item
ERP Work Center
Routing Line

Note: By default, this field is set to Not Applicable.

Locked By

The name of the user who has locked the document.

Change Management

Created By: The login ID of the user who creates the document.

Created By

The name of the user who creates the document.

Created On

The date and time when the document is created.

Originating App

The application using which the document is created.

Note: By default this field is set to PLM.

Previous Revision

The alpha numeric code of the existing revision of the document.

Approval Date

The date on which the document is released.

Effective From

The date and time from when the effectivity of the document is applicable.

Effective To

The date and time up to which the document is effective. The application sets the date when a new revision of the document is released.

Derived From

The original document from which this document is copied.

xcad1