Creating a New Part Request
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Creating a new part request starts the workflow. Once you create a part request, you can submit it from the My Tasks page.
To create a part request:
1. In a Windchill product or library, select Details or Folders.
2. From the Actions menu, select New Part Request.
The New Part Request window opens.
3. Select the type of the part request you want to create from the Type list. If your administrator has defined additional part request subtypes, they appear in the list.
4. Click Next.
The initial part request information page appears.
5. Enter information in the following fields:
Field
Entry Description
Number
The part request number. By default, the part request number is auto-generated.
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If your Windchill administrator configured the system to not automatically generate numbers, type the part request number. The part request number must be unique to your site.
Team Template
Select a team template for the part request process.
Priority
Set a value to Low, Medium, or High.
Required By
(Optional) Specify the date by which you need the new part released.
Multiple Sources required?
Choose Yes or No.
Description
Describe the new parts you need. For example, you can include a note stipulating that no alternative parts, other that the attached one, can be accepted.
Justification
(Optional) Provide a reason for requesting the new part.
6. (Optional) Set the security information.
7. Click Next.
The Set Attachments page appears.
8. You can perform the following actions to attach documents and URLs to your request:
a. Attach a local file – Click and then click Browse to select a file that you want to attach. If desired, add a description for that file.
b. Remove an attachment – In the Attachments table, check the items that you want to delete and click .
c. Add a URL as an attachment – Click and specify the attachment number, URL, file name, and description.
d. Add an external location as an attachment – Click to provide information about objects that are not electronically linked to part request (for example, a reference to a drawing, or a file location on a different file system).
9. Click Next.
The Related Parts page appears.
10. On the Related Parts page, you can attach candidate parts for your request. You can perform the following actions from this table:
a. Add a part – Click to add a part. Specify search criteria in the Find Part window and click Search. In the Search results table, check the related part that you want to add and click OK.
b. Remove a part – Check the related part that you want to remove and click .
11. Click Finish to complete the part request.
The New Part Request window closes and you are informed that the part request was successfully created. Click the link to the part request information page if you want to view it.
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If you want your part request to follow the Fast Track workflow, after creating the request, you must edit it to attach the resultant part. The Component Engineer reviews the request with the attached resultant part and determines if the request can follow the Fast Track workflow.
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