Document Defaults (pdadm5154m000)

Use session to view and maintain the default data for the PLM Document.

These values are defaulted when you create an document in the Document (pdpdm2600m000) session.

Field Information

Template

The ID of the template for which the default values are applicable.

Template Description

The description or name of the code.

Preferred

Indicates that the template is set as the preferred template.

Document

The code of the document for which the default values are set.

Description

The description or name of the code.

Document Type

The default document type used for the project.

Description

The description or name of the code.

Revision

The revision of the document.

Status

The status of the document.

Allowed values

Draft
Released
Under Change
Obsolete
Is Latest

Indicates if the revision of the document is the latest.

PLM Project

The default 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 default level of security access provided to the user.

Allowed values

Unrestricted
Restricted
Confidential
Secret
Top Secret
Category

The default 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.

Object Type

The category used to classify the object.

Allowed values

Item
Folder
Maintenance Sales Order
Maintenance Sales Order Item Lines
Bill of Material
Contracts
Inspection Plans
Inspection Plan Characteristics
Serial End Item Header
Serial End Item Components
Oppurtunity
Warehouse Order
Business Process
Planned Order
Purchase Requisition Order
Incident Number CAR
Incident Number CAR1
Incident Number CAR2
Incident Number CAR3
CUSAI Number
Planned Item
ERP Work Center
Instruments
Tool
Installation
Adjustment Order
Adjustment Order Line
Warehouse Receipt
Match Approve Pur Inv
Manufacturer
Supplier
Contractor
Category
File
Hardcopy
Business Process Comment
ECM File
ECM Document
Purchase Order
Purchase Order Line
Sales Order
Sales Order Line
Production Order
Service Order
Routing
Routing Line
Fixed Asset
Sales Quotation
Sales Quotation Line
Purchase Inquiry
Purchase Inquiry Line
ECM Project
Charge Element
Employee
Business Partner
Customer BP
Supplier BP
LOT
Abstract Items
Configuration Items
Service Order Activity
Project (TP)
Project (PCS)
E Item
P Item
Service Installation
Installation Component
Customize Routing
Customize Routing Line
ERP Task
Generic
ERP Machine
Customized Item
Service Call
Service Contract
Service Contract Quote
Service Order Quote
Service Quote Activity
Reference Activity
ECO
Budget
Feature
Calculation Part
Routing Sheet Budget
Routing Sheet Operation
Sales Activity
Purchase Requisition
Purchase Req Line
SCH Sales Contract
SCH Sales Contract Line
SCH Purchase Contract
SCH Purchase Cont Line
Option
NCR
Abstract File
Abstract Document
Abstract BP
Illustration
Material
Formula
Markup
Tessellation
Plan Material Purchase Order
Project Activity
Labor Budget
Equipment Budget
Subcont Budget
Sundry Budget
Purchase Advice
Purchase Advice Line
Material Requisition
Work Breakdown Structure
System
Document
System Part
Space
Received Invoices
Received Pur Invoices
Received Pur Inv Line
Serialized Items
Serial Numbers
Physical Breakdowns
Work Order
Work Order Activities
Application Format Type

The default category of CAD integration file format.

Allowed values

PE Assembly
UG Assembly
UG Part
UG Drawing
UG Other
UG Part & Drawing
UG Assembly & Drawing
MS Word
MS Excel
MS PowerPoint
MS Outlook
PE Part
PE Layout
PE Format
MS Project
LN Lotus Notes
CT CAT Product
CT CAT Part
CT CAT Drawing
UM Item
IN Part
IN Assembly
PE Drawing
IN Drawing
IN iPart Factory
IN Content Center File
IN Derived Part
IN Other
IN Package Assembly
IN Weldment Assembly
IN iAssembly Factory
IN iAssembly Factory Package
IN iAssembly Member
PE Other
ME Drawing
DS DraftSight
AC Drawing
PI Assembly
PI Part
PI Drawing
Not Applicable
PI Other
SW Assembly
SW Part
SW Drawing
SW Other
SE Assembly
SE Part
SE Drawing
SE Other
SE Sheet Metal
Business Process

The code of the business process for which the document is created.

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
Locked By

The name of the user who has locked the document.

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.

Allowed values

ECM
MSProject
IMAN
UG Manager
Inventor
ME10
Altium
DraftSight
Jvue Markup
SolidWorks
ERP
AutoCAD
SolidEdge
ProE
Ug
PLM
MSOffice
CatiaV5
CatiaV4
E-Source
Lotus Notes
CRM
MSWord
MSExcel
MSPowerPoint
MSOutlook
Previous Revision

The existing revision of the document.

Approval Date

The date on which the document is released.

Effective From

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

Today

If this check box is selected, LN considers the current date as the Effective From date.

Effective To

The date and time up to which the document is effective.

MPN

The Manufacturer Part Number. The unique number to identify individual products.

Manufacturer

The code of the manufacturer (supplier).

Description

The description or name of the code.

Cage Code

The unique Commercial and Government Entity Code, or CAGE Code, assigned to suppliers associated with various government or defense agencies.

Customer Doc No

The ID of the customer document.

Life Cycle

The name used to track the document through various stages; from design to production.

Customer Doc Revision

The revision number of the customer document.