Deliverables management for component evaluation

[Blacksmith]

Version: Windchill 12.1

Use Case: For example, I want to make it possible for the Purchase Team to download all files related by one component and share to external supplier effectively. The files are in different formats like PDF , Stp, PPT. etc. Currently PPT file can be found under the related objects page of grey gear, For PDF you need to find it under the content page of one drw file. Stp can be found under the related objects page of one prt file. What should I do ? It is impossible to get Purchase Team to download those files from different pages.

Description:

It is impossible to get Purchase Team to download those files from different pages.

So a better way should be here to make all files be visible to Purchase Team and one more button developed  for them to send all files to supplier.

Share me with your ideas.

[TDT]

Hi @Blacksmith,

Before I comment further, I would like to understand how you want your purchasing team to share files with the supplier.

Should this be an automated process or a manual one?

[Blacksmith]

Purchase team manually send the files to supplier for component feasibility evaluation.  

[TDT · Accepted solution]

Option 1:
To keep things simple, I would suggest adding an action on the Part that opens a form where the user can select the different file formats to be included. Once the user clicks Finish, all the selected formats can be zipped together. The packaging team can then share the ZIP file as needed.

As an optional automated approach, you could also include the supplier’s email address in the form so the ZIP file is sent automatically. However, I would not recommend this option, as it comes with several drawbacks.

Option 2:
You could create a new Table Builder that displays all relevant data, allowing the packaging team to simply select and download the required files.