Commodity related workflows - Intergraph Smart Reference Data Standard Database - Version 12.3 - Help - Hexagon PPM

Standard Database for Intergraph Smart Reference Data Help

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Standard Database for Smart Reference Data Version
12.3

In this section, we create a new commodity code with its own table, table details, commodity rule, commodity group, part, object parameter, geometrics and so on.

Create Table Name with Table Details

Users need to formulate the commodity rule and identify if a new table name is required. If a new table name is required, carry out the steps as provided below. These steps will create the required Table Name, Table Group, and Table Details.

Adding a Table Name

Users can create new Table Names using the SRD > Component Management >Table Management > Table Types (for Details)/Tables/Table Groups/Table Details screen in Smart Reference Data Plus by following the steps below:

  1. Double click on COMMATTR node in the Data Explorer section.

  2. In the Tables grid, click .

  3. Type the Table Name and other required details and click Save to save the new Table Name to SDB.

Adding a Table Group

Users can create new Table Groups using the SRD > Component Management >Table Management > Table Types (for Details)/Tables/Table Groups/Table Details screen in Smart Reference Data Plus by following the steps below:

  1. Expand COMMATTR node in the Data Explorer section.

  2. Double-click Table Name.

  3. In the Table Groups grid, click .

  4. Type the Table Group name and other required details and click Save to save the new Table Group to SDB.

Table groups must be associated with appropriate parts using the S.20.03 Parts with Tablegroups screen in Smart Reference Data classic, so that the correct table groups are accessed by users who create the commodity code.

Adding a Table Detail

Users can create new Table Groups using the SRD > Component Management >Table Management > Table Types (for Details)/Tables/Table Groups/Table Details screen in Smart Reference Data Plus by following the steps below:

  1. Expand the COMMATTR node and then expand Table Name in the Data Explorer section.

  2. Double-click Table Group.

  3. In the Table Details grid, click .

  4. Type the new Table Detail and other required details and click Save to save the Table Detail to SDB.

  • Users should not change the meaning of existing table details. The user should not extend the SDB in the delivered table groups, other than that specified in the documentation. Extending the SDB can create problems when updates are carried out, such as a different commodity code for the same part.

  • A comma "," is appended at the beginning of the short description and the long description in order to avoid the comma at the end when using the commodity code description layout.

  • When adding table details to the P_MATERIAL table name, the base material information should also be entered, where CS stands for carbon steel, SS stands for stainless steel, and so on.

Create Commodity Rule

Commodity Rule

Users can create new Commodity rules using the SRD > Component Manager > Commodity/Ident Management > Commodity Rule screen in Smart Reference Data Plus by following the steps below:

  1. Click Add to add the new Commodity Rule.

  2. In commodity rule properties window, type the Commodity rule name and other required details.

  3. Click Save to save the Commodity Rule to SDB.

Commodity Attributes

Users need to define attributes for the newly created commodity rule to define the structure of commodity code. To add the commodity Attributes,

  1. Double click on commodity rule and click in the Commodity Attributes grid.

  2. Select the required Table Names from LOV, which are required for building the commodity code.

  3. Click Save to add the Commodity to Commodity Rule.

Commodity Keys

Once the commodity Attributes are added to the Commodity Rule, the user needs to define the Commodity Keys. The order of commodity keys defines the structure of commodity code.

To define the Commodity Keys

  1. Go to SRD > Component Manager > Commodity/Ident Management. Right-click Commodity/Ident Management, and select Commodity Rule.

  2. Select Manage Commodity Keys to open the Commodity Keys Management tab.

  3. Click in the Commodity Keys grid and define the commodity code structure by entering Digit Id and Table Name.

  4. Click Save to save the commodity Keys to the Commodity Rule.

  5. The user can define the commodity layout also, by clicking in Commodity Keys grid.

P_ALIAS has been kept as a non-mandatory field. If the user is not using P_ALIAS in the commodity code process on S.30.01, then by default, the InsChar values will insert "ZZZ" into the Alias field.

Commodity Code Rule to Increase Length of Commodity Code

To make the length of a commodity code consistent with the customer commodity code, the customer must modify the commodity code rule

  1. Go to the applicable commodity rule for the commodity codes to be updated.

  2. Navigate to SRD > Component Manager > Commodity/Ident Management.

  3. Right-click Commodity Rule and select Manage Commodity Keys to open the Commodity Keys Management tab.

  4. Insert the character Z for the TDs where the TD characters are varying.

  5. Click Update Commodity Codes to update the entire set of commodity codes under this rule and make the length of all the commodity codes the same.

The Data Table Configurations and Data Table Mappings present under Integration > Smart 3D > Smart 3D Configuration are not affected by this exercise. However, this exercise may create duplicate commodity codes in the customer database. This situation must be analyzed and fixed by the user after the update is completed.

Create Commodity Group

Users can create new Commodity Groups using the SRD > Component Manager > Commodity/Ident Management > All Commodity Groups/Commodity Group screen in Smart Reference Data Plus by following steps below:

  1. Click in the Commodity Groups grid to add create new commodity Group.

  2. Click Add and enter Commodity Group name and other required details.

  3. Click Save to save the Commodity Group to SDB.

Create Commodity Part

Users can create new Commodity Parts using the SRD > Component Manager > Commodity/Ident Management > All Commodity Groups/Commodity Group/Part/Commodity Code screen in Smart Reference Data Plus by following the steps below:

  1. In Data explorer, double-click Commodity Group.

  2. Click in the Commodity Parts grid to add create new commodity Part to the group.

  3. Click Add and type the Commodity Part Name, Commodity Rule, and other required details.

  4. Click Save to save the Commodity Part to SDB.

Create Attributes

Users can define any new attributes for defining the object parameter if required. This can be done by using the SRD > Component Manager > Attribute Management > Attribute Groups/Attributes screen in Smart Reference Data Plus by following these steps:

  1. In Data Explorer, double-click GEOM ATTRS attribute group.

  2. Click in the Attributes grid to add create new geometric attributes to SDB.

  3. Click Add and type the Attribute Name, Units, and other required details.

  4. Click Save to save the Attribute to SDB.

Similarly, the user can define any new attributes required in other attribute groups.

Create Object Parameter

Object Parameter

Users need to determine whether a new object parameter is required. If required, user can add a new Object Parameter using SRD > Component Manager > Commodity/Ident Management > Object Parameters/Object Parameter Details screen in Smart Reference Data Plus by following steps:

  1. Click Add to add a new Object Parameter.

  2. In the Object Parameter properties window, type an Object Parameter name and other required details.

  3. Click Save to save the Object Parameter to SDB.

Object Parameter Details

Once a new object parameter is created, the user must add Object Parameter details for the same by following these steps:

  1. Double-click the newly created Object Parameter.

  2. Click in the Object Parameter details grid to add attributes to object parameter.

  3. Click Add and select Attribute Name and other required details.

    • User must define whether the attribute is an "input" attribute or not.

    • User must define whether the attribute should be used for ident creation or not.

    • User must define the correct value for "Kind of Attribute" field.

  4. Click Save to save Object Parameter details to the Object Parameter.

  5. Users can define the Object parameter layout also by clicking in the Object Parameter details grid.

Create Table Names with Attributes

Table Names with Attributes are used for:

  • Defining the structure for Geometric tables.

  • Adding custom attributes/properties required for defining table details.

    For material attributes, two new additional attributes have been defined. The first is for mapping to design systems (CL145), and the second is the BASE_MATL attribute for storing base material information. This helps with calculations and basic grouping based on the material.

Users can add new Table Names and table Groups by following the Adding a Table Name and Adding Table Group sections in this document. However, the user needs to create a Table Name in the respective Table Types as specified below:

  • GC (Commodity Geometric Tables) to define structure for Commodity Geometric Tables.

  • GF (Filter Geometric Tables) to define structure for Filter Geometric Tables.

  • GO (Other Geometric Tables) to define structure for Other Geometric Tables.

  • GR (Rating Geometric Tables) to define structure for Rating Geometric Tables.

  • GS (Standard Geometric Tables) to define structure for Standard Geometric Tables.

  • GW (Wall Thickness Tables) to define structure for Wall Thickness Geometric Tables.

  • INTERFACE (Interface Tables) to define structure for Interface specific Geometric Tables.

  • GC (Commodity Geometric Tables) to define structure for Commodity Geometric Tables.

  • SPEC (Specification Tables) to define structure for Specification Tables.

To associate the attributes to the Table Names, the user needs to navigate to the SRD > Component Management >Table Management > Table Types (all)/Tables/Table Attributes grid in Smart Reference Data Plus and perform these steps:

  1. Expand the appropriate Table Type and double-click Table Name.

  2. Click in the Tables/Attributes grid to add attributes to Table Name.

  3. Click Add and select Attributes, Data types, and other required details.

  4. Click Save to save attributes to Table Name.

Create Geometrics

Geometric Names

Users can create new Geometric Names using the SRD > Component Manager > Geometric Management > Geom Types/Geom Names screen in Smart Reference Data Plus.

  • All the Build ident tables needs to be created under Geom Type - Commodity Geometrics.

  • All the specification filter geometric tables need to be created under Geom type - Filter Geometrics.

  • All the Specification Rating Geometric Tables need to be created under Geom Type - Rating Geometrics.

  • All the Dimensional, Weight and COG tables need to be created under Geom Type - Standard Geometrics.

  • All the Wall Thickness Geometric Tables need to be created under Geom Type - Wallthickness Geometrics.

  • All the Other Geometric Tables need to be created under Geom Type - Other Geometrics.

Users can add new Geometric Names by following these steps:

  1. Click Add to add a new Geometric Table.

  2. In the Geometric Names properties window, type the Geometric name, Table name, and other required details.

  3. Click Save to save the Geometric Name to SDB.

Geometric Details

Users can create new Geometric details using the SRD > Component Manager > Geometric Management > Geom Types/Geom Names screen in Smart Reference Data Plus by following these steps:

  1. Expand the appropriate Geometric Type and double-click Geometric Name.

  2. Click in the Geometrics grid to add Geometric details to Geometric Name.

  3. Click Add and type the data for all the required attributes.

  4. Click Save to save the geometric details to Geometric Name.

Create Geometric Rules

Geometric Rules are used for mapping the build ident table, dimensional tables, Center of Gravity (COG) tables, and weight tables for the appropriate components. This enables automatic mapping between geometric tables and commodity codes, when the commodity codes are created with matching properties as defined in the geometric rule.

Users can create Geometric Rules using the SRD > Component Manager > Geometric Rules screen in Smart Reference Data Plus by following these steps:

Geometric Rules

  1. Click in the Geometric Rules grid to add a new Geometric Rule.

  2. Click Add and provide Rule code and other required data.

  3. Click Save to save Geometric Rule to SDB.

Geometric Rule Definitions

  1. Click Geometric Rule. This will show the Geometric Rule Definitions grid.

  2. Click in the Geometric Rule Definitions grid to add new Geometric Rule definitions to Geometric rule.

  3. Click Add and select Group, Part, Geometric, and other required data.

  4. Users need to select the Ident checkbox to define whether the geometric table needs to be used for ident creation or not.

  5. Click Save to save the Geometric Rule Definition to Geometric Rule.

Geometric Rule Definition Details

  1. Click Geometric Rule. This will show the Geometric Rule Definitions grid to the user.

  2. Click Geometric Rule Definition. This will show the Geometric Rule Definition Details grid to the user.

  3. Click in the Geometric Rule Definition details grid to add new Geometric Rule definition details to Geometric Rule Definition.

  4. Click Add and select appropriate Table Name, Table Group, and Table Detail.

    This will act as filtering condition for associating geometric name to appropriate commodity code. User can add multiple such conditions for same geometric rule definition.

  5. Click Save to save Geometric Rule Definition Details to Geometric Rule definition.

Create Short Codes

Users can add new Short Codes to SDB using the SRD > Spec > Short Code Management > All Short Codes/Short Code Types/Short Code screen in Smart Reference Data Plus by following these steps:

Short Code

To add a new short code,

  1. Double-click Short Code Type to show the Short Codes grid.

  2. Click in the Short Codes grid to add a new Short code.

  3. Click Add , and provide all the required details to create a short code.

  4. Click Save to save the new short code to SDB.

Part to Short Codes

Users can associate commodity parts to a short code by following the steps below. This will help users while adding spec items to a specification by restricting the available List of Values:

  1. Expand Short Code Type to see all the Short Codes present under that node.

  2. Double-click on the short code to see Short Code Management window and click the Parts to Short Codes tab.

  3. Click in the Parts to Short Codes grid to associate commodity parts to short code.

  4. Click Add and select group and part from List of Values (LOV).

  5. Click Save to save the commodity parts mapping to a short code.

Allowed Option Codes

Users can restrict the option codes that can be used for a specific short code by mapping option codes to short codes. This can be done by following these steps:

  1. Double-click the short code to see Short Code Management window, and click the Allowed Option Codes tab.

  2. Click in the Allowed Option Codes grid to associate option codes to short code.

  3. Click Add and select usage and option codes from List of Values (LOV).

  4. Click Save to save the option codes mapping to a short code.

Smart 3D Short Codes

Users need to create a mapping between Short Codes and Smart 3D short codes. This enables the export of mapped S3D short codes whenever data is exported for the Smart 3D interface. This can be done by following these steps:

  1. Double click on the short code to see the Short Code Management window and click on the Smart 3D Short Codes tab.

  2. Click in the Smart 3D Short Codes grid to associate Smart 3D Short Codes to short code.

  3. Click Add and select appropriate Smart 3D Short Codes from the LOV.

  4. Click Save to save the Smart 3D Short Codes mapping to a short code.

Create Commodity Codes

The structure of a commodity code is shown below. This structure forms the basis of creating a commodity code.

The rules and object parameters are associated with the parts of commodity groups. The commodity codes can be created in the commodity codes (Table Details) grid by following these steps:

  1. Go to SRD > Component Manager > Commodity/Ident Management.

  2. Select All Commodity Groups/Commodity Group/Part/Commodity Code from the list.

  3. Click to expand the tree and double-click the part under which you want to create a new commodity code.

  4. Click in the Commodity Codes (Table Details) grid.

  5. Click Add and type the data for the new commodity code. Select the table group for the first table name and then choose the appropriate table detail. Similarly, carry out the same steps for all the other applicable table names for that rule.

  6. Click Save to save the commodity code to SDB.

Create Commodity Idents

Users need to review the commodity code and associated geometric tables (build ident, dimensional, weight, and COG (if any)) before creating the idents on the Ident Management screen.

Follow these steps to create idents:

  1. Go to SRD > Component Manager > Commodity/Ident Management.

  2. Select All Commodity Groups/Commodity Group/Part/Commodity Code/Ident from the list.

  3. Click to expand the tree and double-click the commodity code for which user want to create idents.

  4. In the Ident Management window, click Show Idents to Build.

  5. Review the idents shown in the Only New Idents grid and click Build All Idents to build all the idents for the selected commodity code.

    Users can build a set of idents concurrently by clicking Build Selected Idents after selecting the required idents.

  6. Users can also check invalid idents in the Ident Management screen by clicking available on the Existing Idents grid.

  7. If any invalid idents are found, you can delete by clicking the Delete icon.