Arena User Training

Items World
This lesson will cover the following topics:

 About items

 Methods for creating items

 Item lifecycle stages

 Item lifecycle phases

 Viewing Working Revision Modifications

 The Working Revision

 Making Modifications Effective

 Discontinuing Use of Items

 Creating and Modifying a Bill of Materials

 BOM Substitute Components

 Bulk Remove Items

 Browse BOM

 BOM Subviews

 Item Where Used View

 Subscriptions

 Export Item
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About Items

 Items are found in the Items World.

 An Item can be a part or document.

 By adding Items to the bill of materials of an Item, you can make an Item an assembly.

 Items are revision-controlled. This means that when you need to modify the Item, you do so
on its working revision, and then make those modifications effective with a Change.

 The category to which an Item is assigned, determines the default numbering scheme for
an Item.
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Methods for Creating Items
Multiple ways to create Items:

 Item World drop-down menu  New Item button

 In bulk with Import Items

 During workflow when adding Items to a

BOM

 By Duplicating an existing Item

 For similar Items/BOMs

 Select revision and views to be duplicated
 Can copy history over if needed
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Item Lifecycle Phases
 Items go through a lifecycle starting at Unreleased.

 Items may be released, abandoned, deleted, deprecated, or obsoleted.

 The lifecycle phase shows up in many places on the Item:

 Top of the Item window

 Attribute on the Item Specs view

 Revisions view, Lifecycle subview (in yellow)

 The Revision > Lifecycle diagram also shows what commands are available during each
lifecycle (bold lines).
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Item Lifecycle Stages

 Pending  First Article

 Concept  In Prod
 Proto-Eng  VLDT-PROD
 Proto-Prod  Pend-Prod
 VLDT-Proto  VLDT-Prod

 There are three stages in the Item lifecycle in Arena PLM: Preliminary, Design, and
Production.

 Items always start at the Preliminary Stage.

 You may move an Item to the Design Stage or skip it and go directly to Production.

 The stages you use will depend on the release procedures.

 This example shows an Item in the “Unreleased” lifecycle, which is in the Preliminary Stage.

NOTE: We have several sub-phases under each Lifecycle Stage – noted in diagram above and
Jason’s slide
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Item Lifecycle – Preliminary Stage

 Item is in the “Unreleased” lifecycle phase.

 Item is not under Revision Control.
 There is only a working revision.
 Modifications can be made to the Item.
 From Preliminary you can do the following:

 Delete the item.

 Add to Request
 Duplicate
 Release to Design – with a Change.
 Release to Production – with a
Change.

Item Lifecycle – Design Stage

 Item is released to Design and under revision control.

 Revision is Effective and is read-only.
 Once released to Design cannot go back to Preliminary.
 From Design you can do the following:
 Make Effective multiple Design revisions and Phases – with a Change.
 Roll Back working rev modifications.

 Release to Production - with a Change (depending on your assigned role).

 Abandon the Item – can be recovered.
 Delete the Item.
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Item Lifecycle – Production Stage

 Item is released to Production and under Revision Control.

 Revision is Effective and is read-only.
 Once released to Production cannot go back to Design or Preliminary.
 From Production you can do the following:

 Make Effective multiple Production revisions and Phases– with a Change.

 Roll Back working rev modifications.

 Deprecate Item – should no longer be used for future designs (can re-activate).
 Obsolete Item – is no longer being produced (can re-activate).
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The Working Revision

 An unreleased Item only has a Working Revision; it is not under revision control.
 The Working Revision is unlocked and ready for you to make modifications to the Item.
 When an Item gets released to Design or Production it is under revision control and is locked.
 No modifications can be made to a released revision of an Item.
 However, there’s always a Working Revision ready for you to make modifications to the Item.

 This example shows an assembly released to Production with the following revisions:
 D – released with ECO-000152 (this is the latest effective revision of the Item)
 D – released with ECO-000144 (this is a superseded revision of the Item)
 Working Revision – this is always available and ready for modification.
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Making Modifications Effective
 To incorporate modifications into an Item you must make the Working Rev effective.
 To make the Working Rev modifications of an Unreleased Item effective, and move it to the
Design stage:
 Use a Change Order.

 To make a the Working Rev modifications of a Design stage Item effective, and keep it in the
Design stage:
 Use a Change Order.

NOTE: More on Change Orders later in this class!

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Discontinuing Use of Items

 Abandon—a Design stage Item can no longer be used, but can be recovered. Item is marked as
Inactive in Oracle.

 Delete—gone permanently.
 Only permitted at Preliminary stage
(We do not allow Deleting Items once released to Design Stage).

 Deprecate—Indicates that the item is approaching the end of its lifecycle, a Production Item is
now discouraged.

 Can use in BOMs but get warnings.

 Can Re-Activate.

 Obsolete—a Production Item can no longer be used, can be re-activated.

(In Oracle - no transactions are allowed on the item. Also, you need to dispose of all the on-
hand stock before you can obsolete any item.)

NOTE: To Obsolete/Abandon must remove Item from effective BOMs or Obsolete/Abandon

parent Items.
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Bill of Materials (BOM)

Child

Parent

Child
Parent

 A bill of materials (BOM) is a list of Items (components, documents, subassemblies, etc…)

that make up an assembly.

 You make an Item into an assembly by adding other Items to its BOM. Arena calls this a
Parent Item with Child Items.

 Because Arena is a relational database, if you add another assembly to a BOM, you
automatically get its entire bill of materials.
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Creating a BOM
There are many ways to create a BOM in Arena PLM:

 Duplicate an item with a BOM.

 After item creation, add to BOM or add BOM to this item.

 Search, select, then Add to BOM.  Search, select, Keep, then Add to BOM.

 Open an Item, select Add Items.

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Input BOM Attributes

When adding Items to a BOM you will be able to enter values in the BOM attributes.

 Line number – used to sort the Items on the BOM, if left blank the BOM will be sorted by.
Item Number (may be entered manually or automatically)

 Quantity

 Reference Designators (may be checked against quantity)

 BOM Notes

Check box at the bottom of the window to add the Items to other assemblies.
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Edit BOM Settings

On the Bill of Materials view of an Item you can edit these BOM settings:

 Line Numbering

 Automatically generate line numbers

 Allow manual editing of line numbers

 Reference Designator Checking

 Don’t check reference designators

 Check reference designators and generate a warning if there’s a mismatch with quantity or if
the same reference designator is used more than once.
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Edit BOM Values

 Edit Values opens the BOM lines for editing the following attributes:

 Line Numbers (if allowed under Edit BOM Settings)

 Quantity

 Reference Designators

NOTE: reference designators are case sensitive – c6 is not the same as C6

 BOM Notes
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Bulk Remove Items
 When removing items from a BOM you have two options:
 Remove from this Assembly

 Remove from Multiple Assemblies

 Removing items from multiple assemblies is called Bulk Remove Items.

 First select the item(s) you want to remove then select the assemblies you want to remove them
from.

 The Working Rev of each specified assembly will be modified.

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Browse BOM

 Handy for jumping around between BOM Items

 Opens a secondary window

 Lists all BOM Items with links

 Great for looking at a particular view in multiple Items

 Go back to parent assembly with link at top and then close browser when done
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BOM Subviews

The Bill of Materials view has multiple subviews, each representing a different type of BOM.

 Indented – This is the default layout for a bill of materials, and is also called a nested BOM.
You can collapse or expand subassemblies with the orange triangle to the left of the line item.

 Sourcing — Child Items are listed with Supplier sourcing information for each.

 Flat — All child Items are listed in a single-level display, regardless of whether or not they are
contained within subassemblies.

 Redline — Child Items are listed with text formatting to show changes that have occurred in
this bill of materials from a chosen revision to the current revision.

 Compare — Child Items in this assembly are compared to the child Items in other assemblies
of your choosing. Text formatting shows differences in specified fields.
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Sourcing BOM

 See all sourcing information for all BOM components at once

 Toggle between Vendor and Manufacturer info

 Can export list for editing Supplier Item info (‘scrubbing’)

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BOM Redline

 Redline—BOMs from two revisions of the same Item

 Shows differences (in red) between current revision and selected revision
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BOM Compare

 Compare—BOMs from 2 or more different Items

 Configurable by each user

 Compare quantities, reference designators, substitutes all at once (we are not using substitutes at
this time)

 Compared Items stay attached until removed

 Compares selected revision to Effective Revisions of other Items

 Except Working compares to Working

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Item Where Used View

 Two sections of information:

 BOMs where an Item was added to directly (upper list).

 Top-level assemblies that include this item (middle list).

 Expand an assembly to see the ‘In-between’ subassemblies

 Check items and add to BOM, Change, Request, or Category.

 These lists are for the revision specified in the Revision drop-down.

 Revision filters available.

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Subscriptions

 Use the Subscribe button on the Notifications view > My Subscription subview

 Subscribe to Items to be notified of Item Revision and Phase changes

 Can subscribe self but not other employees

 Must subscribe suppliers

 Can set scope (Item only, or Items in BOM)

 Subscribe to Changes if not a reviewer

 Notifications go to Dashboard Inbox and email (optional)

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Export Item

 Select the Revision of the Item to export.

 Export to CSV, Excel, or PDX

 Select or create the Export Setting file – can configure and save your own setting files.

 Configure Views:

 Specs – lifecycle, description, owner, procurement type, creation date, selected custom
attributes

 Bill of Materials – indented, flattened, purchasing, additional BOM information

 Sourcing – vendors, manufacturers

 Files – Item files, Supplier Item files

 Configure Columns and column order

 The export runs in the background and will be in your Dashboard > Downloads tab when
complete.