Manuals - 3Dfindit

3.1. PARTdataManager

3.1.12. Document scan / Analyses

Analyze assemblies --- Document scan + Purchineering

Function

In the PARTdataManager under Part selection -> Structure, select the Document scan tab page.

Two things are possible with the document scan [Document scan]:

Check that PARTsolutions components of an assembly loaded in CAD PARTsolutions components
Analysis of which components of an assembly are own parts and which are PARTsolutions parts
+
Applying purchasing analysis functions to the result structure (optional plus manually added additional components)
The import is carried out within a wizard.
- Pre-classify parts
  During the scan process the assembly parts are automatically sorted in the following sections:
  - My parts
  - Purchased parts
    Supplier parts
    Standard parts
  This makes sense, as different purchasing analyses are applied to the various groups following the document scan [Document scan]. For example,"make or buy " for in-house parts, and supplier search [Supplier search] for standard and purchased parts, e.g.
- The geometries must be imported so that purchasing analyses can be applied to the document scan [Document scan].
  The corresponding Import geometry option appears in the Import document structure dialog box.
  - Import geometry
    If an import was carried out without geometries, these can also be imported afterwards.
    For this purpose, there is now the context menu command Import geometry for the corresponding components (icon ) the context menu command Import geometry (multiple selection with CTRL key)
    
    After a successful import and generation of the fingerprints the icons change.

The procedure step by step as a whole

Initial situation:
The assembly to be scanned is opened in the CAD system.
In general assemblies of any size can be scanned. But please regard, that scanning of complex assemblies can be time consuming.^[106]
Start document scan:
Start the scan either in PARTdataManager under tab page Part selection -> Structure -> tab page Document scan by clicking on Start [Start document scan] document scan

or from the CAD system by clicking on Perform analysis [Start analyse].

PARTsolutions-Menu in CAD -> Perform analysis [Start analyse]
The Structure preview dialog page opens in the Import document structure dialog window. The document structure of the assembly loaded in CAD is displayed.

Import document structure

You can perform the import of the document structure with or without geometry:
1. Import geometry activated
  Activating the Import geometry option is a prerequisite for creating purchasing reports.
2. Import geometry deactivated
  This only makes it possible to check that the PARTsolutions components are up to date.
Click Next >. [Next>]
The Classify parts dialog page opens in the Import document structure dialog window.
Pre-classify parts (optional):
Enable the checkbox in order to activate input options.

Classification options:
- Purchase part printout [Purchased parts expression] (recognize manufacturer parts)
  For example, if the part property "Manufacturer " is managed in the CAD system, you can reference this in the purchased part printout [Purchased parts expression] input field.
  
  Part property example for Inventor
  For example, enter the following expression in Fortran syntax. You can find information on Fortran syntax under Section 6.1.1, “Fortran Syntax ” in PARTsolutions Administration - Manual .
```
Hersteller .NE. ''
```
  This means, if the field "Supplier" is not empty, then the respective part is classified as supplier part.
- Recognize the following standards (recognize standard parts)
  If certain terms like DIN, EN, ISO, etc. are part of the document name, then the part is classified as standard part.
  Certain options are already pre-selected via checkboxes. Under User-defined [Custom], you can enter any additional terms, separated by commas.
- Detect expired parts
- Detect expired, but still available parts
Click on Finish.
Result Classification process:
The classification process assigns the components to the following categories during scanning:
- My parts
- Purchased parts
  - Supplier parts
  - Standard parts

Perform purchineering analyses

Now carry out analyses on any directories or projects. You can find detailed information on this under Section 3.1.13, “ Analysis ”.

For example, " Make-or-Buy Report " can be found [Find suppliers] in the own parts folder [My parts], and " Suppliers" can be found [Find suppliers] in the manufacturer parts folder [Supplier parts], e.g.

Icons for parts

3D part

Assembly

Part without geometry (assembly or individual part)

The import was carried out with the Import geometry option deactivated.

Check for up-to-dateness at PARTsolutions parts

During the check for up-to-dateness the assembled 3D parts are compared with the current catalog state.

Icons for up-to-dateness of components

The part of your assembly corresponds to the latest in PARTsolutions

A more up-to-date part than the one in your assembly already exists in PARTsolutions. To update the part, use the Replace parts interface function in the CAD system.

The part in your assembly is more up-to-date than the latest in PARTsolutions.

This case can occur, when several users work with the same assembly, however use different PARTsolutions catalog versions.

Delete document scan

Simply delete scans that are no longer required using the context menu command Delete document scan.

Create directories and move content:

The following commands and methods are available to create a desired structure on the Document scan tab page:

Create new directory

Rename directory
Drag & Drop
You can move complete scans, directories and single parts (multiple selection with Ctrl key) into newly created directories via Drag & Drop.

Communicate cross-departmental via comment function:

In the context menu of each directory and project, you will find the command Document scan comments.... [Document scan comments...] under Analysis ^[107]

-> The Document scan comments dialog box opens. Enter your comment and confirm with OK.

-> In the respective directory or project line the comment icon is displayed . When you move the mouse over the icon, the comment is displayed in a tooltip.

Clicking on the comments icon the Document scan comments dialog box opens again. Further comments can be added as required. If you delete the content of the dialog box (e.g. by selecting, Del ), the comment icon disappears again.

Open scan documents in the CAD system

You can open the scan documents in CAD again using the context menu command Analysis -> Open document in CAD.^[108]

Document scan with ERP integration / Display status bitmaps

ERP line information is also overtaken and displayed in the document scan.

Example:

At characteristics with a price higher 100 (in the following figure 110) a pink icon is displayed.

PARTdataManager - Status icon in the table

PARTadmin - Status bitmaps for table [Status indicating bitmaps for table view]

If this part is now used in an assembly in CAD, the ERP information is transferred during the document scan and also displayed there.

Part with ERP information used in an assembly

Pink icon in the document scan

^[106]At large assemblies possibly perform the scan at night.

^[107]Comments are stored in a shared index, the so-called "Shared Index", in order to support cross-divisional work (purchasing).

^[108]Documents that were created with an older version cannot be opened in CAD.

Prev	Up	Next
3.1.11.14. Show CAD documents (PDM-ID) in PARTdataManager	Home	3.1.13. Analysis