Teamcenter Materials Management Solution Guide. Publication Number plm00198 B

Transcription

1 Teamcenter 10.1 Materials Management Solution Guide Publication Number plm00198 B

2 Proprietary and restricted rights notice This software and related documentation are proprietary to Siemens Product Lifecycle Management Software Inc Siemens Product Lifecycle Management Software Inc. All Rights Reserved. Siemens and the Siemens logo are registered trademarks of Siemens AG. Teamcenter is a trademark or registered trademark of Siemens Product Lifecycle Management Software Inc. or its subsidiaries in the United States and in other countries. All other trademarks, registered trademarks, or service marks belong to their respective holders. 2 Materials Management Solution Guide plm00198 B

3 Contents Proprietary and restricted rights notice Basic concepts of Materials Management Overview of Materials Management Materials Management components you work with Materials Management file formats Materials analyst role Applying ITAR and IP protection to materials Materials Management interaction with other Teamcenter applications Cross reference to other customer databases Materials Management workflow Installing and configuring Materials Management Installing Materials Management Configuring Materials Management Importing and exporting Teamcenter materials Importing materials into Teamcenter Exporting materials from Teamcenter Managing materials Creating a material Update a material Deleting a material Classifying a material Assigning materials to parts Deleting materials from a part Managing substances Create a substance Update a substance Deleting a substance Assigning substances to materials Deleting substances from a material Viewing and searching for Materials Management information Viewing material and substance information Searching for Materials Management information Materials Management preferences A-1 Materials Management Utilities B-1 plm00198 B Materials Management Solution Guide 3

4 Contents Glossary C-1 Index Index-1 4 Materials Management Solution Guide plm00198 B

5 Chapter 1 Basic concepts of Materials Management Overview of Materials Management Architecture overview Materials Management components you work with Substance Material Types of materials Confidential materials Proprietary materials Nonlibrary materials Part Materials Management file formats MatML file format example Materials analyst role Applying ITAR and IP protection to materials Materials Management interaction with other Teamcenter applications Cross reference to other customer databases Materials Management workflow plm00198 B Materials Management Solution Guide

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7 Chapter 1 Basic concepts of Materials Management Overview of Materials Management The Teamcenter Materials Management solution stores approved material and substance information imported from a third-party database (for example, Granta and IMDS) into a materials library in the Teamcenter database. The materials and substances can also be created by a materials analyst. By storing the materials in Teamcenter, the Teamcenter materials library is available for use by other Siemens PLM Software applications, rather than each application owning individual material libraries. The Materials Management solution is required to support Teamcenter Substance Compliance. Materials Management provides the capability to designate the substance composition of materials, so that regulatory compliance reporting can be supported. For example, a Teamcenter part or BOM is sent to an external compliance checker to verify if the part or BOM is compliant with specific substance regulations. For more information about substance compliance, see the Substance Compliance Solution Guide. The imported information must be in the MatML format. For more information, see Materials Management file formats. By applying style sheets, the incoming material files are converted to TC XML format. A materials analyst role is provided in Materials Management to perform various tasks, such as creating materials, exporting and importing materials, classifying materials, and so on. For more information, see Materials analyst role. The system administrator can provide other Teamcenter users access privileges to perform the materials management related activities. The system administrator provides the access privileges using the access control list of the Access Manager application. For more information, see Providing access and command privileges to Teamcenter users. plm00198 B Materials Management Solution Guide 1-1

8 Chapter 1 Basic concepts of Materials Management Architecture overview The Materials Management template is added over the Foundation template. All new functionality is added to the Materials Management template. The Foundation template is modified to support different relations, such as part to material relation. Materials Management components you work with Following are the different components of Materials Management: Substance Material Part Substance A substance is the basic form of matter that cannot be disintegrated further using a mechanical or physical process, for example, iron, carbon, cadmium, and so on. Each substance has a unique identifier called Chemical Abstracts Service (CAS) number. For more information about CAS, see A business object, Mat1Substance, is provided by Materials Management to represent the substance data. For more information about business objects, see the Business Modeler IDE Guide. A unique substance object, called unknown, is available in the Teamcenter materials library. The CAS number of this substance is This unique substance is used as the main and only constituent of proprietary material. Rolling up the amount of unknown substances gives the total undisclosed mass of a part. This substance also triggers an Unapproved compliance status when used with the Substance Compliance solution. One or more substances are combined to form a material. The composition of a substance in a material can be definite or in range. For a given substance, a material revision is related to the substance through the Mat1UsesSubstance relation. For more information regarding creating substances, updating substances, and relating substances to material, see Managing substances. Material A material is made of one or more substances. For example, carbon steel, cast iron, and so on. Each material to substance relation contains composition that can be definite or in range. A business object,mat1material, is provided by Materials Management to represent the material data. The material is represented as a subclass of Item in Teamcenter. For more information about business objects, see the Business Modeler IDE Guide. One or more materials are combined together to form a part, which is stored as an item in Teamcenter. For a given material, an item revision is related to the material relation through the Mat1UsesMaterial relation. 1-2 Materials Management Solution Guide plm00198 B

9 Basic concepts of Materials Management For information regarding creating materials, updating materials, assigning materials to parts, and so on, see Managing materials. Example The material carbon steel is comprised of three substances: iron, carbon, and cadmium. In carbon steel, the composition of each substance is specified in a range. It contains percent iron, 5 10 percent carbon, and 5 10 percent cadmium. The total amount of the substances must add up to a minimum of 100 percent or else the material cannot be approved to be used in a part. Types of materials Materials Management supports the following types of materials: Confidential materials Proprietary materials Nonlibrary materials Confidential materials Note Confidential materials functionality is available only when the Substance Compliance solution is installed. Confidential materials are those materials that a supplier certifies as not restricted but wants the substance composition to be kept confidential for competitive reasons. The supplier provides the substance breakdown of the confidential material; however, only authorized users can access the material composition. To other Teamcenter users, only the name of the material is displayed. The authorized users must be a part of the accessor user group and role defined by the SUBSCMPL_confidential_material_accessor_roles and SUBSCMPL_confidential_material_accessor_groups preferences respectively. Substances of a confidential material are eligible for a substance compliance check only when initiated by a compliance officer. For information about the role of a compliance officer, see the Substance Compliance Solution Guide. Proprietary materials Note Proprietary materials functionality is available only when the Substance Compliance solution is installed. plm00198 B Materials Management Solution Guide 1-3

10 Chapter 1 Basic concepts of Materials Management Proprietary materials are those materials that a supplier certifies as not-restricted but wants the substance composition to be kept confidential for competitive reasons. The supplier does not provide the substance breakdown of a proprietary material. A Teamcenter user cannot see the material composition. The supplier provides a certificate, such as a waiver, stating that the supplier takes complete responsibility for the material composition. A proprietary material must be made up of the unknown substance available in the Teamcenter materials library. Nonlibrary materials Nonlibrary materials are those materials that are not maintained in the Teamcenter materials library. For these materials, the material mass and substance composition are not declared. There is only one nonlibrary material in the Teamcenter materials library. Part A part, such as a screw or a bolt, is made of one or more materials. Each part to material relation contains the mass of the material. A part is represented as an Item object in Teamcenter. For more information about adding materials to parts, see Assigning materials to parts. The part, a screw, is comprised of two materials, carbon steel and cast iron. The screw contains kg of carbon steel and kg of cast iron. The mass of a part is equal to the sum of all the masses of the materials it contains. 1-4 Materials Management Solution Guide plm00198 B

11 Basic concepts of Materials Management The materials, in turn, are comprised of different substances. Here, carbon steel consists of iron, carbon, and cadmium. Cast iron is comprised of iron. The composition of each substance is defined in a range. Identical supplier parts can be made in different locations and of different compositions. For example, one part can be comprised of Tungsten from Congo and another part can be comprised of Tungsten from Romania. In such a case, different vendor parts should be created in Teamcenter based on the locations. Materials Management file formats The following two file formats are used in Materials Management: MatML Teamcenter XML (TC XML) Teamcenter XML (TC XML) is an extensible markup language used by Teamcenter. For information about the TC XML file format, see the Data Exchange Guide. MatML is an extensible markup language that is used for exchanging material information. For more information about MatML, see The materials and substances are imported from or exported to a third-party database in the MatML file format. A style sheet is then applied to the MatML file format to convert it to TC XML file format. The style sheet matml_to_tcxml.xsl style sheet located in the TC_DATA folder is available by default. If this style sheet is used to convert MatML file format to TC XML file format, it must be updated with the correct site ID. For any change in the MatML schema or any change in the import format, the style sheet must also be updated accordingly. MatML content imported into your local site from an external site (for example, another Teamcenter site or Granta Design) is owned by the other site and is not editable after the import. Typically, the MatML content s master site is the local site in which you are working, unless you are importing a MatML file from an external site. o o If the materials are imported from an external site, such materials are considered to be replicas and are not owned by local site. The properties of these objects can be modified by the material import utility only if the specified site is same as originating site. The properties of such material and substances are not modifiable from user interface. If an originating Teamcenter site specified is the master site or local site during the material import, the material and substance objects are local objects and the properties of those objects can be modified only in the user interface. plm00198 B Materials Management Solution Guide 1-5

12 Chapter 1 Basic concepts of Materials Management Note The GSIdentity label for a materials is created in TC XML from its external identifier. For example, for material revision, the label is created as a combination of material revision and external identifier. The GSIdentity labels for a substances is created in TC XML from its CAS number. MatML file format example If needed, you can create MatML files. The following example provides a minimal guide to creating a MatML file. <?xml version="1.0" encoding="utf-8"?> <! use this tag to add comments to the XML document > <! these are the minimal set of data needed to define a material in Teamcenter > <MatML_DOC> <Material> <BulkDetails> <Name>Lead alloy</name> <ExternalIdentifier>GRA </ExternalIdentifier> <! ExternalIdentifier must be unique in Teamcenter> <SubstanceData property="5001"> <! 5001 is not used in Teamcenter.--> <! 5001 links SubstanceData to SubstanceDetails in the next section --> <Data format="exponential">65</data> </SubstanceData> </BulkDetails> </Material> <Metadata> <SubstanceDetails id="5001"> <! links to SubstanceData in previous section --> <Name>Lead</Name> <CasNumber> </CasNumber> <!-- Must be unique in Teamcenter, if already exists --> <!-- Teamcenter will use the object in its database --> <Units description="" name="%"> <Unit> <Name>%</Name> </Unit> </Units> </SubstanceDetails> <SubstanceDetails id="5002"> <Name>Lead stearate</name> <CasNumber> </CasNumber> <Units description="" name="%"> <Unit> <Name>%</Name> </Unit> </Units> </SubstanceDetails> </Metadata> </MatML_Doc> Materials analyst role For the Materials Management solution, a materials analyst role is provided by the Organization application. For more information about roles, see the Organization Guide. A materials analyst performs the following tasks: Imports material and substance information in MatML XML format from a third-party database into the Teamcenter materials library. For more information, see Importing materials into Teamcenter. Exports materials from Teamcenter. For more information, see Exporting materials from Teamcenter. Creates, updates, deletes, and classifies materials. 1-6 Materials Management Solution Guide plm00198 B

13 Basic concepts of Materials Management For more information, see Create a material, Update a material, Delete a material and Classifying a material. Creates, updates, and deletes substances. For more information, see Create a substance, Update a substance, and Delete a substance. Assigns substances to materials. For more information, see Assigning substances to materials. Deletes substances from a material. For more information, see Delete substances from a material. Applying ITAR and IP protection to materials Standard access tree rules and authorized data access capabilities are applied to materials. The Materials Management solution provides the ability to access the material metadata and control access to the associated specifications and MatML files using the ITAR and IP capabilities of Teamcenter. Teamcenter ITAR and IP protection capabilities can be used to restrict access to material objects based on licensing. For more information, see the Security Administration Guide and the Authorized Data Access License Guide. Materials Management interaction with other Teamcenter applications Materials Management interacts with other Teamcenter applications as follows: Installing Materials Management is a prerequisite if you implement the Substance Compliance solution. For more information about Substance Compliance, see the Substance Compliance Solution Guide. Teamcenter XML framework supports the import and export of materials by default by adding a new set of closure rules and transfer modes required for the material business object. Cross reference to other customer databases Materials Management supports cross reference to other customer databases. The materials and substances information must be either defined in the system by the materials analyst or can be imported from an external materials library. The external identifier attribute is used for mapping materials and substances from the external materials library to the Teamcenter materials library. plm00198 B Materials Management Solution Guide 1-7

14 Chapter 1 Basic concepts of Materials Management Materials along with substances information can be imported in bulk into the Teamcenter materials library from an external database, such as Granta, IMDS, and so on. The information is imported in MatML format. Materials Management workflow Installing and configuring Materials Management The system administrator installs the Materials Management solution. For more information, see Installing Materials Management. The system administrator then configures Materials Management as per site working practices. For more information, see Configuring Materials Management. Importing materials The materials analyst imports the material and substance information from third-party database. The imported information is in MatML format that is converted to TC XML format using style sheets. For more information, see Importing materials into Teamcenter and Materials Management file formats. (Optional) Creating materials and substances The materials analyst can create materials and substances using the My Teamcenter user interface if Teamcenter is the material master. For more information, see Creating a material and Create a substance. Classifying materials The materials analyst creates a material classification tree and classifies the material object against this tree. For more information, see Classifying a material. Assigning materials to parts A Teamcenter user searches for a material and assigns the material to a part. For more information, see Assigning materials to parts. Assigning substances to materials The materials analyst searches for a substance and assigns the substance to a material. For more information, see Assigning substances to materials. Deleting materials from a part A Teamcenter user deletes a material from a part to disassociate the material from the part. On deletion, the material to part relationship is deleted. The material, however, is not removed from the Teamcenter materials library. For more information, see Deleting materials from a part. 1-8 Materials Management Solution Guide plm00198 B

15 Basic concepts of Materials Management Deleting substances from a material The materials analyst deletes a substance from a material to disassociate the substance from the material. On deletion, the substance to material relationship is deleted. The substance, however, is not removed from the Teamcenter materials library. For more information, see Deleting substances from a material. plm00198 B Materials Management Solution Guide 1-9

16 Chapter 1 Basic concepts of Materials Management 1-10 Materials Management Solution Guide plm00198 B

17 Chapter 2 Installing and configuring Materials Management Installing Materials Management Configuring Materials Management Providing access and command privileges to Teamcenter users Adding, updating, and removing material properties Add, update, and remove material properties Configure to add, update, and remove countries for conflict minerals plm00198 B Materials Management Solution Guide

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19 Chapter 2 Installing and configuring Materials Management Installing Materials Management As a system administrator, run Teamcenter Environment Manager (TEM) to install the Teamcenter Materials Management solution by select the Materials Management subfeature under Enterprise Knowledge Foundation. For more details about the installation process, see the Installation on UNIX and Linux Servers Guide, the Installation on Windows Servers Guide, and Teamcenter Environment Manager Help. Configuring Materials Management You must have the system administrator privileges to configure Materials Management to suit your working practice. Providing access and command privileges to Teamcenter users By default, the Materials Management solution provides the materials analyst role to perform various materials management-related activities. However, you can provide other Teamcenter users access privileges to perform the materials management-related activities by using the access control list of the Access Manager application. For information about creating and managing access control lists, see the Access Manager Guide. You can also display or suppress the available Materials Management features on the user interface for a specific Teamcenter user by using the Command Suppression application. For information about using command suppression, see the Application Administration Guide. Adding, updating, and removing material properties Properties contain information such as name, number, description, and so on. A material object derives its persistent properties from the attributes on its persistent storage class. Material objects can also have additional properties such as run-time properties, compound properties, and relation properties. plm00198 B Materials Management Solution Guide 2-1

20 Chapter 2 Installing and configuring Materials Management For more information about adding properties to a business object, see the Business Modeler IDE Guide. A system administrator user can add new properties to the material object and can update or remove the existing properties. Add, update, and remove material properties 1. Access the Business Modeler IDE perspective by choosing WindowfiOpen PerspectivefiOtherfiBusiness Modeler IDE. 2. In the Business Objects view, right-click the Mat1Material object and choose Open. 3. Click the Properties tab. 4. To add a new property: a. Click Add. The New Property dialog box appears. b. Select the property type and click Next. c. Enter the required property information and click Next. For the different field descriptions, see the Business Modeler IDE Guide. d. Enter the required information for property operation. For the different property operation field descriptions, see the Business Modeler IDE Guide. e. Click Finish. The new property appears in the properties table and is marked with a c indicating it is a custom property. 5. To update an existing property: a. Select the property and click Edit. The Modify Property dialog box appears. b. Update the required properties and click Finish. 6. To delete an existing property: a. Select the property and click Remove. The Delete Object dialog box appears. b. Click Finish. The property is removed from the properties table. 7. To save the changes to the data model, choose BMIDEfiSave Data Model. 8. To deploy the changes to the server, choose BMIDEfiDeploy Template. 2-2 Materials Management Solution Guide plm00198 B

21 Installing and configuring Materials Management 9. Restart Teamcenter server for the changes to affect. Configure to add, update, and remove countries for conflict minerals 1. Access the Business Modeler IDE perspective by choosing WindowfiOpen PerspectivefiOtherfiBusiness Modeler IDE. 2. In the Extensions view, click the Find Extension Object button. 3. In the Find Extension Object dialog box, search for the Scp0ConflictCountriesOfOrigin LOV. 4. In the Extensions view, right-click Scp0ConflictCountriesOfOrigin and choose Open. 5. To add a country of conflict: a. In the Scp0ConflictCountriesOfOrigin tab, click Add. b. In the Add LOV Value dialog box, enter the following information: Value Type the value of the LOV. Value Display Name Type the country name as you want it to appear in the user interface. Description Type a brief description of the LOV value. 6. To update a country of conflict: a. In the Scp0ConflictCountriesOfOrigin tab, select the country that you want to update and click Edit. b. In the Modify LOV Value dialog box, update the required information. 7. To remove a country of conflict: a. In the Scp0ConflictCountriesOfOrigin tab, select the country that you want to delete and click Remove. 8. Click Finish to add the new value to the LOV. 9. To save the changes to the data model, choose BMIDEfiSave Data Model. 10. To deploy the changes to the server, choose BMIDEfiDeploy Template. 11. Restart Teamcenter server for the changes to affect. plm00198 B Materials Management Solution Guide 2-3

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23 Chapter 3 Importing and exporting Teamcenter materials Importing materials into Teamcenter Exporting materials from Teamcenter plm00198 B Materials Management Solution Guide

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25 Chapter 3 Importing and exporting Teamcenter materials Importing materials into Teamcenter The materials analyst imports materials from a third-party database in the MatML file format. The materials analyst can import either existing materials or new materials. Materials are imported using the material_import utility. Before importing the materials in the Teamcenter materials library, the MatML file format is converted into TC XML file format. The import status is displayed after the execution of this utility. material_import file=matml file -dir=directory of MatML file -u=user p=password optionset=materialimportdefaultoptionset xsl=optional XSLT file For more information about the file formats, see Materials Management file formats. Materials existing in the Teamcenter materials library may have been previously imported. If the material information changes in the third-party database, the materials analyst can re-import these materials. A new revision is created for the re-imported material. If the material contains substances that do not exist in the Teamcenter materials library, these substances are created in the Teamcenter materials library for the specific material. All imported materials (including those owned by the local system) require an external identifier. o Material and related substances are created as local objects (MatML file import from a local site). When a user imports a MatML file using the material_import utility and specifies the originating site as the local/target site in the XSLT file, the system creates the material and substances as local objects. Locally owned objects can be modified from the Teamcenter user interface. You can use Access Manager to create access rules to prevent modifications of the material and substance objects in Teamcenter. If the material already exists, based on the external identifier, a new material revision is created in Teamcenter. The MatML input file is attached as a MatML dataset to the newly created revision. plm00198 B Materials Management Solution Guide 3-1

26 Chapter 3 Importing and exporting Teamcenter materials Note o Material and related substances are created as replicas (MatML file import from an external site). When a user imports a MatML file using the material_import utility and specifies the originating site as some other external site in the XSLT file, the system creates the replicas of the material and substance objects. In this case, the master copy is owned by the external site. Teamcenter does not allow any modifications to the replica objects from Teamcenter user interface. If the material already exists, based on the external identifier, the existing material object is updated with the contents of the MatML file in Teamcenter. This process replaces any existing MatML dataset attached to the material revision with the new copy of the MatML file. To update existing materials, ensure that the external identifier for materials and substances are the same. While importing materials, the system starts an approval process for all the materials that are marked as approved in the import file. If the import fails, an error message stating the reason for the failure and the log file location are displayed. The import may fail if: The command line utility is incorrect. The import file format is incorrect. The user ID is incorrect or if the user is not authorized to perform the import functionality. If the directory path is incorrect or is not specified. If a material has a substance that does not have the chemical abstracts service (CAS) number specified. Exporting materials from Teamcenter Materials, which are available in the Teamcenter materials library in the TC XML format, are exported by the materials analyst in the MatML file format using the material_export utility. This utility takes materials as input and creates the export files in the MatML format. material_export file=outputfile u=user p=password xls=optional XSLT file For more information about the MatML and TC XML file formats, see Materials Management file formats. If the export fails, an error message stating the reason for the failure is displayed. The export may fail if: The materials analyst writes the material_export utility syntax incorrectly. The user ID is incorrect or if the user is not authorized to perform the export functionality. If the output file is not specified. 3-2 Materials Management Solution Guide plm00198 B

27 Chapter 4 Managing materials Creating a material Create a material Update a material Deleting a material Delete a material Classifying a material Classify a material Assigning materials to parts Assign materials to parts Deleting materials from a part Delete materials from a part plm00198 B Materials Management Solution Guide

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29 Chapter 4 Managing materials Creating a material The materials analyst can create a material in Teamcenter. For more information, see Create a material. Create a material Note Except for Unit of Measure, you can use the Tab key to move from field to field. 1. In the navigation pane, click My Teamcenter. 2. Choose FilefiNewfiItem. The New Item dialog box appears. 3. On the Select Type tab, select Material and click Next. 4. On the Enter Item Information tab, enter the following information: ID (Optional) Type an identifier for the new material. If you do not enter an identifier, the system generates it automatically when you click Assign. Revision (Optional) Type an identifier for the specific revision of the new material. If you do not enter an identifier, the system generates it automatically when you click Assign. Name Type a unique name for the material. Description (Optional) Type a description of the new material. Unit of Measure (Optional) Select a unit of measure, if applicable. Note 5. Click Next. Currently, only the grams unit of measurement is supported. plm00198 B Materials Management Solution Guide 4-1

30 Chapter 4 Managing materials 6. On the Enter Additional Item Information tab, enter the following: CAS Number (Optional) Type the chemical abstracts service (CAS) number, if applicable. External Identifier Type the external identifier to map the material from a third-party database, such as Granta. Note The GSIdentity labels for materials are created in TC XML from their external identifier. For example, for material revision, it is created as a combination of material revision and external identifier. Is the material confidential, Is the material non-library, Is the material proprietary (Optional) If the Substance Compliance template is installed along with Materials Management, you can specify if the material is a confidential, nonlibrary material, or proprietary. For more information, see Types of materials. Teamcenter Unique Identifier (Optional) Enter an unique identifier to search the material in Teamcenter. 7. Click Finish. The material and material revision are created. Update a material 1. In the navigation pane, click My Teamcenter. 2. Search for the material that you want to update. 3. Select the material and choose EditfiProperties. Alternatively, right-click the material and choose Edit Properties. If the material was imported in the MatML format from an external materials library, the material cannot be updated using Edit Properties. The Properties dialog box appears. 4. Update the required information. Deleting a material A material can be deleted. However, the material should not be associated with any part. On deletion, the material is removed from the Teamcenter materials library. 4-2 Materials Management Solution Guide plm00198 B

31 Managing materials Delete a material 1. In the navigation pane, click My Teamcenter. 2. Search for the material that you want to delete. 3. Select the material and choose EditfiDelete. Alternatively, click the Delete button on the toolbar. The Delete dialog box appears. 4. Click Yes. Classifying a material Material objects can be classified against a custom classification tree that is hosted in the Teamcenter Classification application. By classifying Teamcenter objects, you can categorize your products, parts, and components according to their common characteristics. The classification allows you to search for parts independent of the location in the product structure. To classify a material, you must: Create a new material classification in the Teamcenter Classification application. This step is repeated as many times as needed to build the material classification tree. Assign the material object to the material classification. For more information about working with classification objects, see the Classification Guide. Classify a material 1. In the navigation pane, click Classification Administration. The Classification Admin tab appears. 2. Right-click Classification Root and choose Add Class. The Add new class dialog box appears. 3. As an example, create the following classes: Metal Aluminum Alloy 5500 Series Fluid For more information about adding classes, see the Classification Administration Guide. 4. Add attributes to the Metal and Fluid classes. plm00198 B Materials Management Solution Guide 4-3

32 Chapter 4 Managing materials Class Attributes Metal Ductility Electric conductivity Fluid Boiling point Density For more information about assigning attributes to a class, see the Classification Administration Guide. If the attributes are not available in the attributes list by default, you need to create the attribute dictionary definitions. For more information, see the Classification Administration Guide. 5. Choose EditfiOptions and click Index. 6. Search for ICS_classifiable_types preference and add the following values: Mat1Material Mat1Material Revision For information about editing preference values, see the Preferences and Environment Variables Reference. A material can be classified when this preference is set. 7. In the navigation pane, click My Teamcenter. 8. Search for a material. Right-click the material and choose Send toficlassification. 9. In the Classify Object dialog box, click Yes. 10. Under Classification Root, right-click Metal and choose Select. 11. In the Properties tab, assign values to the following attributes: Attributes Values Ductility 15 Electric conductivity Click Save on the toolbar. 13. Repeat steps 7 to 9 to send another material to Classification. 14. Under Classification Root, right-click Fluid and choose Select. 15. In the Properties tab, assign values to the following attributes: 4-4 Materials Management Solution Guide plm00198 B

33 Managing materials Attributes Values Boiling point 15 Density Click Save on the toolbar. Assigning materials to parts Materials can be assigned to a part. When you add materials to a part, you must declare the mass of each material. If the material is comprised of conflicting substances, the supplier must specify the country that produces these substances. During compliance check, the compliance officer contacts the supplier whenever conflicting substances are found for which the supplier did not specify the country of origin. The country of origin can also be specified if a material is produced in more than one country or if there is a concern that the material was obtained from a country on a restricted list. The country of origin is part specific and not material specific because materials can be obtained from multiple countries. For example, one part can be comprised of Tungsten from Congo and another part can be comprised of Tungsten from Romania. Assign materials to parts 1. In the navigation pane, click My Teamcenter. 2. Search for the part to which you want to assign materials. 3. For a selected part, search for the material that you want to add. 4. Select the material revision and choose EditfiCopy. 5. Select the part and expand the item revision. 6. Select the Materials folder and choose EditfiPaste. Alternatively, you can also drag the material and drop it on the part to create a material to part relation. The Enter the values for Properties on Relation dialog box appears. 7. Enter the following properties: Country of Origin for Conflict Minerals (Optional) If the Substance Compliance template is installed along with Materials Management, and if the material is comprised of a substance from a country that is on a restricted list, you can select the country that produces the substance. plm00198 B Materials Management Solution Guide 4-5

34 Chapter 4 Managing materials The country of origin LOV must be set up a system administrator using Business Modeler IDE. For more information about creating LOVs, see the Business Modeler IDE Guide. Mass Type the mass of the material. Unit of Measure Select grams as the unit of measurement of the material. By default, the unit of measure displayed on the Properties on Relation dialog is g (grams). To display additional units of measure, administrators can use the Business Modeler IDE. The list of values for Mat1UnitsOfMeasure contains the units of measure available when MaterialRevs are related to an item revision. Note Currently, the only supported unit of measurement is grams. 8. Click Finish. The material to part relationship is created. Deleting materials from a part The relation between a part and a material can be deleted. Deleting a material from a part only disassociates the material from the part. The material is not deleted from the Teamcenter materials library. Delete materials from a part 1. In the navigation pane, click My Teamcenter. 2. Search for the part from which you want to delete the material. 3. Expand the part revision and select the Materials folder. 4. Expand the Materials folder and select the material that you want to delete from the part. 5. Choose EditfiCut. Alternatively, right-click the material and choose Cut. The material is no longer related to the part. 4-6 Materials Management Solution Guide plm00198 B

35 Chapter 5 Managing substances Create a substance Update a substance Deleting a substance Delete a substance Assigning substances to materials Assign substances to a material Deleting substances from a material Delete substances from a material plm00198 B Materials Management Solution Guide

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37 Chapter 5 Managing substances Create a substance 1. In the navigation pane, click My Teamcenter. 2. Choose FilefiNewfiOther. The New Business Object dialog box appears. 3. From the Business Object Type list, select Substance. 4. Click Next. 5. In the New Business Object dialog box, enter the following: Chemical Abstract Service Register Number Type the chemical abstracts service (CAS) number of the substance. The CAS number must consist of numerals and dashes only. Description (Optional) Type a description of the new substance. External Identifier (Optional) Type the external identifier to map the substance from a third-party database, such as IMDS or Granta. Name Type a unique name for the substance. Unique Identifier (Optional) Enter an unique identifier to search the substance in Teamcenter. 6. Click Finish. The substance and substance revision are created. Update a substance 1. In the navigation pane, click My Teamcenter. 2. Search for the substance that you want to update. For more information about searching for a substance, see Search for substances. plm00198 B Materials Management Solution Guide 5-1

38 Chapter 5 Managing substances 3. Select the substance and choose EditfiProperties. Alternatively, right-click the substance and choose Edit Properties. The Properties dialog box appears. 4. Update the required information. Deleting a substance A substance can be deleted. The substance must not be associated with any material. On deletion, the substance is removed from the Teamcenter materials library. Delete a substance 1. In the navigation pane, click My Teamcenter. 2. Search for the substance that you want to delete. For more information about searching a substance, see Search for substances. 3. In the Search Results tab, select the substance. 4. Choose EditfiDelete. Alternatively, click the Delete button on the toolbar. The Delete dialog box appears. 5. Click Yes. Assigning substances to materials One or more substances can be assigned to a material. Only approved substances with a valid CAS number can be assigned. If the material was imported from an external materials library in the MatML format, new substances cannot be assigned to the material. Assign substances to a material 1. In the navigation pane, click My Teamcenter. 2. Search for the material to which you want to assign substances. 3. For a selected material, search for the substance that you want to add. 4. Select the substance revision and choose EditfiCopy. 5. Select the material and expand the material revision. 6. Select the Substances folder and choose EditfiPaste. 5-2 Materials Management Solution Guide plm00198 B

39 Managing substances Alternatively, you can also drag the material and drop it on the material to create a substance to material relation. The Enter the values for Properties on Relation dialog box appears. 7. Enter the following properties: Composition (in %) Type the composition of the substance (in percentage) that constitutes the material. For a variable composition, that is, for compositions defined as a range, this denotes the minimum composition. The total Composition (in %) of all substances for a material must not exceed 100 percent. For example, for a carbon steel material consisting of iron and carbon: o iron 40% and carbon 60% is correct; total = 100% o iron 40% and carbon 40% is acceptable, but incomplete; total = 80% o iron 60% and carbon 60% is incorrect; total = 120% Is the composition in range Click True if the substance composition is defined as a range, for example, minimum and maximum percentage. Click False if the substance composition is a single value. Maximum composition (in %) Type the maximum composition (in percentage) of the substance that constitutes the material, in case the substance composition is defined as a range. Note Unlike Composition (in %), the total of Maximum composition (in %) for all substances in a material can exceed 100%. To use maximum composition o o Click True if the maximum composition of the substances must be used during the substance compliance check. Click False to have the minimum composition will be used in a compliance check. The To use maximum composition property is independent of the Is the composition in range property. o o The To use maximum composition property is used by the Substance Compliance solution during substance compliance check when the composition of a substance is defined as a range. If the composition of the substance is not defined as a range, the To use maximum composition property is not used and the fixed composition of the substance is used. plm00198 B Materials Management Solution Guide 5-3

40 Chapter 5 Managing substances Example Consider a material, carbon steel, that made of two substances, iron and carbon. The composition of iron and carbon is defined as a range, 40% to 60%. The materials analyst uses carbon steel in a part, a screw, and enters the mass of carbon steel as 100 grams. The composition of carbon and iron are defined as a range, so when the screw is submitted for a compliance check the To use maximum composition property is used for determining whether to use the maximum composition of the substances. The mass of carbon steel was reported as 100 grams, so iron is calculated at 60 grams (60% of 100 grams) and carbon at 80 grams (80% of 100 grams) resulting in 140 grams of carbon steel material. 8. Click Finish. The substance to material relationship is created. Deleting substances from a material The relation between a material and a substance can be deleted only if the material was created using the My Teamcenter user interface. If the material was imported from an external materials library in the MatML format, the relation between the material and substance cannot be deleted. Deleting a substance from a material only disassociates the substance from the material. The substance is not deleted from the Teamcenter materials library. Delete substances from a material 1. In the navigation pane, click My Teamcenter. 2. Search for the material from which you want to delete the substance. 3. Expand the material revision and select the Substances folder. 4. Expand the Substances folder and select the substance that you want to delete from the material. 5. Choose EditfiCut. Alternatively, right-click the material and choose Cut. The substance is no longer related to the material. 5-4 Materials Management Solution Guide plm00198 B

41 Chapter 6 Viewing and searching for Materials Management information Viewing material and substance information View material and substance information Searching for Materials Management information Search for item revisions Search for material revisions Search for substances plm00198 B Materials Management Solution Guide

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43 Chapter 6 Viewing and searching for Materials Management information Viewing material and substance information You can view the materials and substance information for a part or BOM in the materials and substance dashboard. The material and substance dashboard displays the: Materials and their individual masses. Substances with their respective CAS numbers and masses. Total material mass and total substance mass. View material and substance information You can view the material and substance information for a part or BOM in the materials and substance dashboard. 1. In My Teamcenter, select the part or BOM for which you want to view the material and substance dashboard. 2. Choose WindowfiShow ViewfiOther. 3. In the Show View dialog, choose Materials ManagementfiMaterial and Substance Dashboard. The material and substance information is displayed in the Material and Substance Dashboard tab of the part or BOM. Searching for Materials Management information By default, the Materials Management solution provides queries to search for materials and substances. Any Teamcenter user can run these queries. Following are the queries available by default: Materials Management - Item Revisions Use this query to find items that use specific types of materials. The items are searched based on different material attributes. plm00198 B Materials Management Solution Guide 6-1