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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Product Data Management (PDM) Features and Functions

Product data management (PDM) provides the ability to integrate at the engineering level to ensure accurate updated product information. It involves bills of materials and routings creation, and engineering change management. It also provides a consolidated view of the product.

  • BOMs structured in a tree chart can be edited and modified

  • Validates data before it is added to a file or database

  • Integrates with a CAD or PDM system so part numbers can be added directly into a BOM

  • Rules to ensure that only available parts are added to a BOM

  • Reference designators are included with BOMs

  • PDM workflow

  • Item version control

  • Automatic effectivity dating on production revisions

  • Uses effectivity logic by date, lot, order number, or must-be-used-by date

  • Sequence numbering is used to update BOMs

  • Tracks and links order revisions in MPS and MRP

  • Uses effective dates to exclude or include items from MRP calculations

  • Suspends engineering changes to BOMs used for customized items

  • Customizable reason and impact codes can be created to indicate changes and their affects on inventory

  • Users can make and modify approved changes

  • Engineering change data can be viewed online

  • Online and print inquiries to engineering change data

  • Open order engineering changes data inquiries

  • Tracks and generates reports on forthcoming engineering changes

  • Change request escalation process, including approvals and sign-offs

  • Bills and item masters are automatically updated when changes are approved

  • ECNs can be approved online by authorized personnel

  • Engineering bills can be changed online

  • Existing bills can be copied and used for new products or orders

  • Copied bills can also include same as-except rules

  • The number of components can be changed on a bill

  • Sends notification for phantom BOMs and assemblies must be kitted

  • Identifies part substitutions and tracks materialand labor costs for temporary configuration changes

  • Where-used reporting feature explodes BOMs of ECNs

  • Engineering change activities tied to work, customer, and purchase orders

  • Material requirements are scheduled contingent on specific assembly configurations

  • Updates to BOM are triggered by release status of parent

  • Tracks BOM effectivity by engineering change number and the dates the changes will be in effect

  • Queries and reports by revision effectivity date

  • Implements a design freeze so manufacturing can remain responsive to production scheduling

  • Updates manufacturing revision levels and most recent engineering revision levels

  • Tracks changes by engineering change number

  • History file for item numbers

  • Online display of higher-level items affected by engineering change activities

  • Online display of items by engineering change activity

  • Reports implementation status of an engineering change

  • Tracks engineering change activities by effectivity

  • Tracks reasons for engineering change activities and traces higher-level accommodation of changes

  • Links engineering change activity log to all associated documents and annotations

  • Reports engineering change activity data by project

  • Logs engineering changes and authorized engineering change activities for revision control

  • Tracks and reports engineering change activity data

  • Maintains log of ECOs, ECNs, notices, and requests

  • Generates reports for prior, present, and planned revision levels

  • Controls effectivity dates for revision levels

  • Simultaneous maintenance and scheduling of revisions for multiple items

  • Revision-level views for work orders, rework orders, purchasing, and inventory

  • Generates snapshots of as-built revision levels by part

  • Modifications at part revision level can be tracked to change date or serial number

  • Flags BOM loops

  • Tracks and manages engineering change effectivity dates by order or serial number

  • Global add, change, and delete online function for BOM items

  • Global updating of BOM item numbers

  • PDM manages ProEngineer files and their ProE relationships, such as parts to assemblies, drawings to parts, and family table

  • PDM manages AutoCAD files and their relationships, such as xrefs

  • PDM manages Microsoft Office files such as Word and Excel

  • PDM manages miscellaneous files from various programs, such as test data files, finite element analysis files, etc.

  • Inputs cost target data

  • Inputs where item classification

  • Automatic notification when configuration changes

  • Dynamic and graphical parts lists

  • Standard interface to CAD systems for direct data access

  • Multiple description fields for product definition

Manufacturing Management Features and Functions
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