Loadsheet 及 Windchill 操作步骤

Change log：2016-2-29-Mamie：add how to download where used report operation processHow to create loadsheet:1. Loadsheet structure presentation1.1 Mainly includes：EC Loadsheet、LPART、LFRU、LBOM、LDOC、Service Attributes、EC Purpose2. Create step2.1 Write LPART Loadsheet2.1.1 The frame as shown in the figure below：2.1.2Yellow typeand Some of the blue type（such as Number 、Product Hierarchy、item_type、bom_comments）must fill in2.1.3 Write “Action”listThis column has the following several options，such as：Add、Update、Obsolete、Reactive，Select the material type which it needs to change；Remind：“Update”——When you update the FRU PN again，must use for “Update”，andPPN is always use for “Update”“Add”——When you apply for new FRU PN or OB FRU PN release in the Windchillsystem，mustuse for“Add“2.1.4 Write“Number”listFill PN in the form which will need to be changed the material2.1.5 Write“basic_name”listFill the basic name in the form which will need to be changed the material；Remind：（1）To release PPN or FRU PN for the first time ，you need fill in the form；（2）If you don’t need to change it which had been released，then you don’t fill in the form；The basic name should follow mapping table，please refer the file and the latest version of the document, please consult the Windchill system web site；basicnamemappingtable_20150902.xls2.1.5 Write“Name”listFill name whichneed to be changed and please follow the rules according to the attached document，especially，please pay more attention to that the “Basic name”+“BLANK”+“Name”not more than 40 characters40-character FRUNaming Rules for Th2.1.6 Write“LocationCode”list（1）In view of the service FRU materials，need to fill in“SFWP”or “SFWI”attribute；Remind：SFWI→In-house sourced FRU ; SFWP→OEM sourced FRU；And you should chose which need to be changed project attribute，（2）In view of the PPN materialsneed to fill in“NCWP”attribute；Remind：If the change of material properties existence already in the windchill system，then you don't have to fill in the form2.1.7 Write“unspsc_code”listRefer to the attachment document content and find the need to change the material of theunspsc_ code，the latest version of the document, please consult the Windchill system web siteRemind：if you don’t find the material of the code，you can choose the L1 code which it’s correspondingbasicnamemappingtable_20150902.xls2.1.8 Write“bac_code”listIn view of the FRU materials shall fill in“FRU”；In view of the other attribute materials shall fill in“PPN”Remind：If the change of material properties existence already in the windchill system，then you don't have to fill in the form；2.1.9 Write“disposition”listAccording to the rules shown as the below properties, choose to change material properties of the code and fill in the form“19”→if you choose it，you need fill it’s changed time and specific way clearly in the EC purpose;→Not commonly used；“99”→which need to be released for the first time in Windchill system，you should choose it；→Commonly used；“22”→which had been released in the past，but now you need update it，you should choose it；Commonly used；2.2.0 Write“Product Hierarchy”listRemind：If the change of material properties existence already in the windchill system，then you don't have to fill in the form，only it’s released FRU PN for the first time，should use for“5FUP”2.2.1 Write“Location”listAccording to the rules shown as the below properties, choose to change material properties of the code and fill in the form，the FRU and PPN are all using for the“Parts”；2.2.2 Write“item_type”listAccording to the rules shown as the below properties, choose to change material properties of the code and fill in the formRemind：If the change of material properties existence already in the windchill system，then you don't have to fill in the formPPN→DetailFRU→ Group BOMWrite here2.2.3 Write“bom_comments”listFill detail in the form whichneeds to be changed the names of the material project name and specific description；Write hereRemind：#EOF upper cannot be blank，as below shown；2.2 Write LBOMLoadsheet2.2.1 The frame as shown in the figure below：2.2.2 As the chart shown in red square, must fill in the informationcontentSuch as “father” part、Assembly Part Name、Action、Children Part、Qty for Child、OPTIONAL PARTS、disposition、Children Part Name2.2.3 Write “father”part listFill in the form and choose a higher level of PN which needs to be changed the materialPlease pay more attention with the PN number，it’s corresponding to the LPART “Number”2.2.4 Write “Assembly Part Name”listFill in the form which it corresponds to the name of the “Father”part materials details2.2.5 Write Action listThe Action has the following several kinds of attribute selection，such as：Add、Change、Delete、Replace，according to the need to change the material properties，select the corresponding "Aciton"（1）For example：change the existing material PN，Operating as follows；（2）For example：Delete the optional parts，Operating as follows；（3）For example：change the existing material Qty，Operating as follows；2.2.6 Write Children Part listFill in the "father" part material corresponds to the next layer of the PN number2.2.7 WriteQty for Child listFill in the form which needs to be changed the material quantity2.2.8 WriteOPTIONAL PARTS(replacements) listFill inthe substitute material PN number2.2.9 Write disposition listThe LBOM disposition chooses is the same as the LPART disposition，select the corresponding "Father part" and fill in the disposition code；“99”→which need to be released for the first time in Windchill system，you should choose it；→Commonly used；“22”→which had been released in the past，but now you need update it，you should choose it；→Commonly used；2.3.0 WriteChildren Part Name listFill in the form which the correspond with “Children Part”material PN2.3 Write LFRU loadsheetThe frame as shown in the figure below：Action：“Delete”、“Add”Remind：Only to apply for change of FRU materials shall need to fill in 2.4 Write LDOC loadsheetThe frame as shown in the figure below：（1）Link the DOC with the FRU PN：（2）Link the DOC with Planar label PN：Remind：apply for change of FRU materials and planar label shall all need to fill in2.5 Write ServiceAttributeloadsheet listThe frame as shown in the figure below：Refer to the attachment document content and find the need to change the material of the V Vitality code，the latest version of the document, please confirm with service teamVitality CodeRule20150924.xlsxRemind：Only FRU PN shall need to fill in；Mark：“NA”——The United States and Canada；“EMEA”——The European；“AP”——Asia and Africa；“LA”——Latin America；2.6 Write EC purposeThe frame as shown in the figure below：In accordance with the changes shown as below format to fill in the contentMark：“What& Why”→should write specific description for this EC purport；“CARD Affected”→when use for MB ，you should choose it and if only for small board，you needn’t choose it；“FRU Affected EC”→ when you release new FRU PN，choose it；2.7 Write LEC-EC loadsheetThe frame as shown in the figure below：3 Storage loadsheet format(见附见)When initial release Storage PN,theloadsheet format is special(operating step refer to windchillmanule)Firstly,upload a blank loadsheet into windchill to get a loadsheet number.3.2Lpartsheet:To Tray PPN,thebom_comments format is belowLenovo Disk Tray-serialsDrive ASMstorage type, capacity/rpm，thickness，interface，security.vendor,model,capacity***************************************************[Label]NB ASM P/N xxNB FRU P/N xxExample:Lenovo Disk Tray-CS15Drive ASMHDD 500G/7200rpm 7.0mm SATA3Seagate Yarra-X 500G***************************************************[Label]NB ASM P/N SH20J20781NB FRU P/N 00PA934the name row should be written as the fixed format: Tray-series vendor,model,capacity Example:Tray-CS15 Seagate Yarra-X 500GTo FRU PN,the description row should fill in like this (loadsheet#)FRU PN,desc. Example:(0001272743) 00PA934 Seagate Yarra-X 500GAnd the bom_comments format is belowLenovo Disk Tray-seriesDrive FRUStorage type FRU descExample:Lenovo Disk Tray-CS15Drive FRUHDD 500G/7200rpm 7.0mm SATA3 SeagateAnd the other columns just fill in as normal process.(refer to loadsheet operating manule)3.3Lbom sheet:When father part is SBB/Tray,the” BOM COMMENTS “should write below information Lenovo Disk Tray-Drive ASMfather part’sdescchild part’s desc***************************************************[Label]NB ASM P/N xxNB FRU P/N xxExample:Lenovo Disk Tray-CS15Drive ASMTray 500G,5400,7mm,Seagate,SATAbare KAHUNA-V-500**********************************************[Label]NB ASM P/N SH20K42315NB FRU P/N 01AW239And “Bom Description “write below information:(loadsheet#) father part PNSync tentative EC for supply/demand(these are fixed words)Example:(0001523847)SH20K42315Sync tentative EC for supply/demand3.4EC-purpose sheet:Should add below format words into EC-purpose,referto below example******************************************************************************* ** New Release of Disk Tray-CS15 Asm& FRU******************************************************************************* *1. PurposeRelease ASM P/N and ASM BOM for Disk Tray-CS15Release FRU P/N (w/ FRU BOM) for Disk Tray-CS152. FRU AffectDisk Tray-CS15 HDD+----------------------------------------------------------------------------------+: Model : Drv P/N :Asm P/N : FRU P/N : Description ::----------------------:---------:---------:---------:-----------------------------:: Seagate Yarra-X : SH20E38302 : SH20K42313 : 01AW237: 500G/7200rpm:----------------------:---------:---------:---------:-----------------------------:3.5When finish the loadsheet,gotowindchill to replace the blank loadsheet with the newone(operating refer to windchillmanule).附件：initial Storagetemplete.xls Windchill operation1.ReleaseLoadsheet1.1Introduce Windchilla.Windchill folder：Comm_Edgeb.Windchill search function：1.2 Upload Loadsheeta.Choose “Libraries”→”Comm_Edge”→“Folders”b.Choose “EC Loadsheet”, then press “New documents”c.For “Type” , choose “ EC Loadsheet”, then switch your document.d.Switch “finish” , then the EC Loadsheet will be upload to windchille.If your Loadsheet is no problem , you can find a subject that named “ Approve EC Loadsheet”in “my Task ”. you can also get an “Approve EC Loadsheet”e-mail. Press “ Approve ” ”Complete Task ”f.Then “ DE Task ” ”Complete Task ” to finish release Loadsheet.1.2Replace error loadsheeta.IF you can find a subject that named “ Submit EC Loadsheet” in “ my Task ”, it means thatthe loadsheet is error . you can also get an “Submit EC Loadsheet”e-mail. Press “view pre-check report ” to get the wrong places in the loadsheet.b.Press “ Submit ”c.Find your subject and press it.d.For “Actions”, switch “replace content ”. Then switch correct Loadsheet to upload.e.Then press “ Submit ” again →“complete Task”2.Reserved PNa.Choose “Utilities”→”Part Reservation”b.Fill the “commodity ID”;”Name”and “quantity”. For “Container”, switch“/Comm_Edge/PartsExample:c.Then press “OK”d.Then you can get the doc include the PN you need. You can also get an E-mail with theattachment.3.Artwork and FRU text file3.1 Upload artworka.“Library”→”Comm_Edge”→”Artwork”→”New doc”b.For “Type”, choose “Artwork/Label”,then choose artwork docs to finish upload.3.2Update Artworka.Search the artwork which want to update.Then“Action”->”Revise”->Then “replace content”b.Browse the new file and finish updateC．3.3Upload FRU text filea.“Library”→”Comm_Edge”→”Eng Doc”→”New doc”c.For “Type”, choose “Country Code Reference Document”,then choose artwork document tofinish upload.4.Download Report4.1 Download MT and SBB BOM reporta.Choose “common reports navigation” ”Multi-Level BOM Report ”b.Selcet“Service BOM”c.If you need the report of all SBB in a CTO BOM, switch ”single ”,then write CTO Part Numberto search a version that you need. Then press “OK”d.If you just need report of some SBB, write these SBB in PartList DOC. Then switch“Multi”,for“Local File Parts”,select the “PartList” document , and then press “OK”4.2Download where used reportIf you want to know the upper level of one part.please follow below operation process Choose “common reports navigation” ”Single-Level where used”Key in the PN you want to search, thenclick”search”Choose the latest version, thenclick”OK”Click “Generate Report”Then you will receive email excel report as below。