To save a file to PLM

Before you can save a file to Infor PLM Discrete, you must save it in Creo with a unique name.
Note: Do not use & < > ' “ symbols in the file names that you save to Infor PLM Discrete, this will cause errors to occur.

To save a file to Infor PLM Discrete, select Save to PLM from the PLM menu. Click Save to PLM in the menu:

  • If all the IDs are generated automatically by PLM, which you can specify in the preferences, the file is saved. For further information on setting preferences, see Introducing PLM preferences.
  • If the Set Object Attribute During Save check box is selected in the integration preferences, the Cad Integration: Save To PLM screen is displayed.

    In this screen, you can switch between the File, Document, and Item tabs and for each tab you can update any attribute. After you finish updating attributes, click Continue.

    For attributes that you do not update, the PLM default values are automatically populated. Attributes for File-Documents-Items - Commands.

    Note: You only have to enter ID and/or revision numbers the first time that you save your file to PLM.
    Note: No Item is created during initial Save To PLM if all the following conditions apply:
  • The Integration preference Set as PHANTOM Item must be selected.