Generating Parts Lists from a Generic Parts List (Template)
Windchill Service Information Manager provides the option to generate product-specific parts lists from a generic parts list or template. You can select a service structure (Information Structure or Publication Structure) template from a library then use that template as the basis for generating product-specific parts lists from the parts list information elements in that structure. Filters are applied during the process to provide the product-specific information.
For more information about the process, see Building Service Structures.
The Information Structure (IS) / Publication Structure (PS) template should contain one or more generic (configurable) parts lists, with:
1. Parts List Information Element
2. Parts List containing configurable parts with child parts / parts list items (part usage)
Process
To generate product (spare) parts lists:
1. Working in Windchill Service Information Manager, navigate to the required service structure (IS or PS) table on the Details page of your product or library.
2. Use the Create New option to open a wizard that assists you in configuring the structure for a specific product.
3. Select the required structure template from the Template list.
The list shows the templates that have been created for your product or library.
For more information, see Service Structure Templates.
4. In the wizard, create a new filter or use Saved Filters to apply required navigation criteria (options/choices, service effectivity, etc).
You can generate multiple parts lists from the same template by specifying different navigation criteria.
5. Parts List Information Elements (generic parts lists) in the IS or PS generate spare part parts lists, which contain parts that match the filter applied.
The spare part parts lists will have the same Name value as the original, but a different Number value.
These rules apply for parts lists with no valid parts:
◦ If the generic parts list contains no configurable parts, the spare part parts list will return unchanged
◦ If the generic parts list contains configurable parts, but the parts are all filtered out, no spare part parts list will be returned
No error message will be generated in this instance.
6. Generated parts lists are saved to the folder specified by the OIR of the target product. For more information, see Service Object Initialization.
7. The Related Objects tab of an IS/PS information page shows the structures, including parts lists, that were generated from a template.
You may need to add the tab to the information page.
If you subsequently make an update to the generic parts list (template) in Windchill Service Parts, any spare part parts lists that were generated from it are marked Regenerate Required. The flag indicates that the spare part parts lists can be updated to match their source generic parts list (template).
For more information, see Updating Parts Lists after Changes to Source.
Guidelines
• Configurable parts marked as Collapsible will not appear in generated parts lists
• Parts list items in generated parts list will display:
◦ Item Number assigned using the mechanism defined by the Item Number From Template preference
If the preference is set to Yes (default) — items in the product parts list inherit the Item Number from the original configurable part in the generic parts list
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Multiple child parts for the same configurable part will show the same Item Number in the generated parts lists, if they all appear
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If the preference is set to No — the Item Number for the original configurable part is ignored, and a new Item Number is assigned to each item in the product parts list
For more information see Setting Service Preferences.
◦ Alternate and superseding part definitions and applicability set for the part from the part master
◦ Substitute and supplementary replacement part definitions and applicability set for the part from the part usage
• Illustrations that match the filter criteria will be copied to the generated parts list
• The filter applied during the generation process can match attributes of both the part master and its usage in a parts list
The tables below demonstrates how a product parts list will be generated from a generic parts list when a specific filter is applied during the process.
In this example, the default Item Number mechanism is used.
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CONFIGURABLE (GENERIC) PARTS LIST
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SPARE (PRODUCT) PARTS LIST
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Item Number 1
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Configurable part 1
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Spare part 1 (part master)
Alternate part 1
Alternate part 2
Superseded part 1
ATO: Voltage =+48
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Item Number 1
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Alternate part 1
Alternate part 2
Superseded part 1
ATO: Voltage =+48
Substitute part 1
Supplementary Replacement part 1
Supplementary Replacement part 2
Effectivity: Serial Number = 1000
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Parts list item (usage of spare part 1)
Substitute part 1
Supplementary Replacement part 1
Supplementary Replacement part 2
Effectivity: Serial Number = 1000
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Spare part 2 (part master)
Alternate part 3
Superseded part 2
Supplementary Replacement part 2
ATO: Voltage = +108 || +48
Effectivity: Serial Number = 2000
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Item Number 1
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Alternate part 3
Superseded part 2
Supplementary Replacement part 2
ATO: Voltage = +108 || +48
Effectivity: Serial Number = 2000
Substitute part 2
Supplementary Replacement part 3
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Parts list item (usage of spare part 2)
Substitute part 2
Supplementary Replacement part 3
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Item Number 2
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Configurable part 2
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Spare part 3 (part master)
Alternate part 4
Superseded part 3
Superseded part 4
Effectivity: Serial Number = 1000
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Parts list item (usage of spare part 3)
Substitute part 3
Substitute part 4
Supplementary Replacement part 4
ATO: Voltage = +296
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CONFIGURABLE (GENERIC) PARTS LIST
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SPARE (PRODUCT) PARTS LIST
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Item Number 1
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Configurable part 1
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Spare part 1 (part master)
Alternate part 1
Alternate part 2
Superseded part 1
ATO: Voltage =+48
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Item Number 1
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Alternate part 1
Alternate part 2
Superseded part 1
ATO: Voltage =+48
Substitute part 1
Supplementary Replacement part 1
Supplementary Replacement part 2
Effectivity: Serial Number = 1000
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Parts list item (usage of spare part 1)
Substitute part 1
Supplementary Replacement part 1
Supplementary Replacement part 2
Effectivity: Serial Number = 1000
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Spare part 2 (part master)
Alternate part 3
Superseded part 2
Supplementary Replacement part 2
ATO: Voltage = +108 || +48
Effectivity: Serial Number = 2000
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Parts list item (usage of spare part 2)
Substitute part 2
Supplementary Replacement part 3
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Item Number 2
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Configurable part 2
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Spare part 3 (part master)
Alternate part 4
Superseded part 3
Superseded part 4
Effectivity: Serial Number = 1000
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Item Number 2
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Alternate part 4
Superseded part 3
Superseded part 4
Effectivity: Serial Number = 1000
Substitute part 3
Substitute part 4
Supplementary Replacement part 4
ATO: Voltage = +296
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Parts list item (usage of spare part 3)
Substitute part 3
Substitute part 4
Supplementary Replacement part 4
ATO: Voltage = +296
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Generating a Sorted Parts List
You can specify that a parts list should be ordered in a specific way when it is generated.
You can define the attribute on a parts list item, for example Quantity, that represents the sorting marker for the items in generated / updated parts lists. The parts list will be ordered by the values of this attribute for its items when it is generated.
For more information, see Sort a Parts List by an Attribute Value.