Documents (pdpdm2600m000)
- 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.
- You can use the option to
download a document.
If multiple files are attached to the document, the files are displayed on the Files (pdpdm2502m200) session.
- You can use the option to view a
document.
If multiple files are attached to the document, the files are displayed on the Files (pdpdm2502m200) session.
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
- Created
- Editing
- Pending Approval
- Limited Available
- General Available
- Superseded
- Withdrawn
- Not Implemented
- 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
-
The file name (used to replace references correctly in the assemblies) or collaboration information about objects.
- xcad2
-
The file name (used to replace references correctly in the assemblies) or collaboration information about objects.
- xcad3
-
The file name (used to replace references correctly in the assemblies) or collaboration information about objects.
- xcad4
-
The file name (used to replace references correctly in the assemblies) or collaboration information about objects.
- xcad5
-
The file name (used to replace references correctly in the assemblies) or collaboration information about objects.
- Form
-
- Obsolete
-
Indicates if the document is no longer in use.