The basic Item Management functions include all functionalities required for creating, editing and managing items. Standard PLM functions like history, reservation, revision management, etc. are also available. In general, it is important to differentiate between the Item and the Item master. The item is under revision control while the item master collects the item information independent of the item revision. The item master always references to an item and is created automatically when creating the item. |
|
![]() |
For additional information on the standard PLM functions, refer to the Getting Started manual. |
Item Master |
|
General Information | |
An item master is automatically created when saving a new item. It cannot be copied and it is deleted when the last item version referencing to the item master is deleted. The allocation of an item to an item master can be changed in the tab of the mask with the function The tab shows all item revisions assigned to the item master. The assignment between item revision and item master can also be changed from the item (revision) mask.Besides changing the item / item master reference, it is also possible to update the item master information by changing the item number, adding persons and companies and defining units / unit conversions. |
|
When copying an item to a new revision, the new item revision references the same item master - also if the item number is changed. |
|
To display the item master, you can either select | and search for the respective or click on the hyperlink in the field in the mask.|
![]() |
|
Units of Measurement | |
The item master is used to define the units of measurements which are available for the item. When creating an item the unit of the item becomes the default unit of the item master. Additional units can be added under the tab. Based on these units, a conversion factor can be defined. |
|
Unit Conversion | |
![]() |
Units used in the unit conversion are at first defined under the tab of the item master and are then available for selection in the units conversion. |
The item master allows the definition of unit conversions, e.g. conversion of pieces to kilogram. To fill in the unit conversion, the target unit, the source unit and the conversion factor are defined under the tab.The unit conversion is used to create BOM specific quantity units.
|
|
![]() |
The definition of the units and their derived units can only be changed with manager privileges! |
![]() |
|
![]() |
The unit conversion factor can also be defined for an item in the | tab of the mask. When changing from one unit to another, a special window is opened to define the qunatity for the new unit. According to the entered value, the unit conversion factor will be calculated automatically and entered into the tab of the respective item master.
![]() |
|
After defining a conversion factor, a message is displayed in the message window. |
|
![]() |