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Setting WTPart Effectivity (Outside of ECN)

dwilliams
6-Contributor

Setting WTPart Effectivity (Outside of ECN)

Now that we are integrated with our ERP system with a part centric approach, the ability to set and manage the effectivity outside of the ECN is a real need for our configuration management team.

What options are out there for setting WTPart effectivity outside of an ECN? Is anyone currently doing this without any heavy customizations? Any thoughts of how this can be easily achieved for both new and existing parts?

Thank you in advance for any advice,
Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-<">mailto:->

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7 REPLIES 7
AL_ANDERSON
5-Regular Member
(To:dwilliams)

You may consider creating a type of ECO with OIRs such that there is no
workflow and only one lifecycle state. You can then create that type of
ECO without an ECR, assign your effectivities for a part or parts, then
save your record with no further processing, including no task processes.
If you have to have the data on tasks for your records, or you could
similarly have a type of task with no workflow and only one lifecycle
state where the task(s) are created along with the ECO but once created,
there is no further processing. The idea would be to turn that kind of
subtyped ECO/task into a data entry record rather than some kind of review
and release process where you need the record, but don't need the process.

You could call your ECO type and "Effectvity Record" (or something
similar), and give it a different icon than a regular ECO. You might even
benefit from different attributes on that kind of ECO associated with your
effectivity records. It would also allow you do group sets of related
part effectivities together in one record.

The nice thing about this kind of approach would be that it should all be
configurable with out of the box objects without having to customize
anything. Lots of custom UIs can get expensive to maintain over time.

Al Anderson







"Dax Williams" <->
07/23/2009 09:12 AM
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Subject
[solutions] - Setting WTPart Effectivity (Outside of ECN)




Caterpillar: Confidential Green Retain Until: 08/22/2009



Now that we are integrated with our ERP system with a part centric
approach, the ability to set and manage the effectivity outside of the ECN
is a real need for our configuration management team.

What options are out there for setting WTPart effectivity outside of an
ECN? Is anyone currently doing this without any heavy customizations? Any
thoughts of how this can be easily achieved for both new and existing
parts?

Thank you in advance for any advice,
Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-


In 9.x Effectivity can be set at the Part info page. It is under General Options.

In Reply to Dax Williams:
Now that we are integrated with our ERP system with a part centric approach, the ability to set and manage the effectivity outside of the ECN is a real need for our configuration management team.

What options are out there for setting WTPart effectivity outside of an ECN? Is anyone currently doing this without any heavy customizations? Any thoughts of how this can be easily achieved for both new and existing parts?

Thank you in advance for any advice,
Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-<

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Jeff Zemsky
-


Folks,

How do you use Effectivity dates from business perspective? I meanwhat purpose you are trying to fulfill by using effectifity dates?Do you useeff dates to build product configurations duringnew product development stages and continuous improvement stages (sustaining)?


D

dwilliams
6-Contributor
(To:dwilliams)

Jeff,
That is excellent news as we are upgrading to 9.1 later this year. The ability to set the effectivity from the part info page will work perfectly for our need. Thank you for sharing!

Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-<">mailto:->

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dwilliams
6-Contributor
(To:dwilliams)

Hi Al,
Thank you for the reply and the great suggestions. Unfortunately, we are on 8.0 M050 and the ability to create an ECN/ECO without an ECR is not currently available. We can probably sub type the ECR that could then automatically create a sub typed ECN. However, this could introduce a large amount of clicks and picks.

It looks like the solution we are looking for is built into 9.1 but this might be a good short-term solution worth looking into.


Thanks again,
Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-<">mailto:->

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dwilliams
6-Contributor
(To:dwilliams)

Daniel,
Thank for the email and direction. I went down this path originally but I could never figure out how to get the version reference ID from a Query Builder Report.

I looked at it again today and it appears that the reference id is always one less than the id of the first iteration of the versioned part. Knowing this, I was able to write a quick report (attached) to populate the link by part number and version. This works well for the configuration management group and the amount of clicks needed to set the effectivity is minimal.

Thanks again for your help,
Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-<">mailto:->

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dwilliams
6-Contributor
(To:dwilliams)

Dani,
Thank you for steering me in the right direction. I was not aware that the VR id is the branch identifier. This works perfect and now that I can pull the latest iteration; I can also include the existing effectivity values in the report.

I appreciate your time and expertise,
Dax Williams
Business Administrator, Windchill
Lifetime Products, Inc.
-<">mailto:->

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