Flow | Description |
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Set up engineering attributes |
You can use attributes to further describe a product and its characteristics with user-defined fields. You can also set up engineering attributes and assign them to product versions or variants separately. You set up engineering attributes to:
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Set up engineering change management |
To manage engineering changes with engineering change requests and engineering change orders, set up:
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Set up engineering change parameters |
To be able to work with engineering change management, this setup is required:
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Set up engineering change severities |
An engineering change has an impact on operations and products. For each engineering change order, you can define the severity of the impact. You can use severities to determine how severe the impact of a change is or can be based on the type of changes. So, appropriate measures can be taken to implement the changes as smoothly as possible. In the Product engineering parameters, you define how the severity of an engineering change order is determined:
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Set up engineering product categories |
You can set up categories and have these automatically assigned to engineering products, product versions or variants on release. |
Set up engineering product type |
An engineering product type is a template. You need an engineering product type to create or release an engineering product. Usually, the number of engineering product types is defined by your range of products. The engineering product type is comparable with product categories but has many additional features. The engineering product type is designed to have common setup ready when a new product, product version, or variant is released to save time and effort in the creation process. Prerequisites to set up an engineering product type are:
Elements of the engineering product type are:
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Set up product engineering parameters |
Before you start using Product engineering, set up the Product engineering parameters. You can define the behavior of these product engineering functions:
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Set up product owners |
Set up the product owners who are allowed to release products and approve changes made to products. You can set up a product owner that is linked to a user or a team of users. |
Set up product version number rule |
Set
up product version number rules to define the ways in which version numbers can
be defined. To apply a version number rule to a product, you must first select the applicable rule for the engineering product type. This version number rule defines how the version numbers for the related products are defined. The Number rule type defines the initial version number and a new version number on adding a product to an engineering change order for which the Impact is set to Version update. You can use these number rule types:
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Set up readiness control |
You can use readiness control to confirm that a product, version, or variant is ready to be used in transactions before it is activated. |
Set up user workflows |
Usually, specific engineering product changes require the approval of several roles in a company. Use a user workflow if several users are involved in the approval process. A user workflow can reduce risks and ensure quality. For more information on how to set up workflows, refer to Create workflows. |