PartTo synchronize the data in a CAD/PDM application with Isah, all engineers usually have to do is create a link between a CAD/PDM document and a part or an engineering item. Most of the time, engineers only have to create a new part or engineering item. The Create engineering item process allows engineers to quickly enter an engineering item without having to enter all information.
When you select a part to link it to the engineering item, the fields relating to the part, such as Size, Material and Standard, are filled in automatically.
If you often enter the same details when you create a part or engineering item, you can save time by selecting 'Save data for new entry' in the Settings menu. The next time you open the form, the data entered last time will already be filled in.
Note: This form is not visible in Isah. You can open it only by using the Isah Integration Server.
Fields
Before you start synchronizing with production, the engineering item must be linked to a part if that engineering item is included in an engineering BOM. The engineering item is then added to the production calculation as a part during synchronization. If the engineering item only appears in the header and not in an engineering BOM, there is no need to link it to a part. The engineering item is linked to a production file that already contains a part.
The part also controls settings such as the Part type and the Order code. For some fields, data are copied from the part when a part is selected and the data are not yet available for the engineering item. These fields are:
When filling in this field, you can select a value from the list box, or you can manually enter a unit that is not in the list.
The unit code indicates the dimensions used (dimension fields). You can enter more or fewer dimensions than are defined for the unit code. The unit code also controls which data are available as document properties for standard CAD integrations. For instance, if the unit code is 'Quantity * Length', a length value can be defined as a property for a document, but no width or height values can be registered.
If you specify a part for the engineering item, you can use the sequence indicator 
to ensure that the unit and unit code always match the unit and unit code of the part. Once you choose a part with a different unit or unit code, or change one of these fields for the engineering item, the sequence indicator link will be broken. By reactivating the sequence indicator link, the fields will again be matched to those of the linked part.
You can use this field to enter additional information about the part. The contents of this informational field are displayed on various Isah forms, including offers and orders. The size in this field is not used in calculations.
You can use this field to enter additional information about the part. The contents of this informational field are displayed on various Isah forms, including offers and orders.
The part type indicates the type of part:
Use the order code to set the default value for the origin of the part. The order code of a part is copied if you click the Parts button to include the part in the part calculation. When a part is used on a sales line or on the Parts production calculation form, the order code determines the origin of the line.
In all of these cases, you can change the default order code by entering another order code, for example because it is cheaper to purchase a part than to produce it yourself, or because you have a production part still in stock. You therefore use this field to enter the order code that is used most frequently for the part.
Note: Order codes are not just relevant for purchase parts. Order codes are also used for production parts. For a production part, for instance, you could specify the order code 'Produce in new production file' to indicate that you want to produce the part yourself when it is required.
You can choose from the following options:
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This order code indicates that the part will not be ordered until it is required for an order, at which time it will be ordered in accordance with the exact specifications (quantity, length, etcetera) listed in the order calculation. The most basic unit (the stock unit) will be used for the calculation; other settings have no impact on this.
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This setting indicates that the part will not be ordered until it is required for an order. The part will be ordered in the purchase unit set for this part on the Purchasing tab of the Parts form in the Parts module. The number of purchase units required to meet the requirements will be ordered.
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Use this order code to indicate that the part is in stock, and that you will take it out of stock if you need it. If the stock level of the part falls below the minimum, the part will automatically appear on the purchase requirement, and it can be ordered to replenish the stock. If the part is a purchase part, it is ordered in the order quantity set on the Purchasing tab in the Parts module. This tab also shows the minimum stock and the current stock. The unit used for purchase parts is the purchase unit. The requirement is converted into the order quantity as a minimum, and if required, the order quantity is increased by the quantity set in the Increase by field on the Purchase tab. If the part is a production part, the quantity specified in the Batch size field on the Calculation/production tab in the Parts module will be ordered. The unit used for production parts is the stock unit. The requirement is converted into the batch size as a minimum, and if required, the batch size is increased by the quantity set in the Increase by field on the Calculation/production tab.
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Use this setting to indicate that the part is supplied by the customer (who has ordered the finished product in which it will be included). No purchase requirements are created for parts with this order code.
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Use this order code for semi-finished products that will not be assembled until you need them. These parts are parts of the 'Production part' type. To create a separate production order for the semi-finished product, choose order code 'Produce in new production file'. This will create a link between the two production orders, allowing you to see for which production order the semi-finished product is to be produced. No purchase requirements are created for parts with this order code A production file is created to meet the requirement. This can be done when the sales order line is saved or when a calculation is copied. Use the Auto-create production file for sales offer/order? field on the Calculation/production tab of the Parts form to configure the software to automatically create the production file when a requirement arises.
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Use this order code for semi-finished products that will not be assembled until you need them. These parts are parts of the 'Production part' type. Use the order code 'Copy calculation (phantom)' to merge any underlying calculations into one calculation. The calculation will then include a phantom line that shows the semi-finished product for which the underlying calculation components are intended. All part lines, operation lines, equipment lines, and external operation lines referring to the semi-finished product will contain a reference to the phantom line. Use the Show phantom option to specify whether the phantom line should be displayed on the form. No purchase requirements are created for parts with this order code
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Use this field to enter an engineering group for the part. Engineering groups are used to organize parts into groups that are useful from an engineering point of view. The engineering group can be used by Isah-PDM (formerly Cadalink) to build the Explorer tree.
The engineering item status indicates the phase the engineering item is in, for example 'Released for production'. The use of engineering items statuses is not required.
Basic parts, such as pipes, sockets and sheets, form the basis of a structure. They are not drawn in the engineering stage. During synchronization, the dimensions of the part are copied from the item or part of which it is a component part. If the Basic part check box is selected, the part will therefore automatically get the dimensions of the part or the item of which it is a component part.
Typical characteristics of basic parts are:
Unit code |
Quantity * Length or Quantity * Length * Width or Quantity * Length * Width * Height |
Part type |
Purchase part |
Order code |
In stock |