Use this screen to enter and maintain documents and to link documents to the parts to which they refer. Documents typically include drawings, parts lists, work instructions, test procedures, source control documents, and other documents that are used to engineer, manufacture and procure products.
You can add, maintain, clone, and delete a document on both the Manage Documents and Release Documents screens, but if you selected the Use Separate Document Release Function check box on the Configure Bills of Material Settings screen in Costpoint Bills of Material, you must use the Release Documents screen to modify document status, and make modifications or delete a document that has been released or made obsolete (document status is R or O).
Use this screen to create and release documents.
You can also access this screen in Bills of Material.
This screen has three tabs:
Document Details — Use this tab to enter and maintain detailed information about the document, including customer and project information to which the document is related, as well as document notes. This tab is optional.
Locations — Use this tab to store file (and file copy) locations for documents that are associated with a specific part.
Customer/Project Information — Use this tab to enter information about the customer and project to which this document is related.
Enter the document ID.
Enter the document revision.
Enter the name of the document.
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Subtask |
Description |
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Parts |
Click this link to open the Parts subtask, where you can view additional information about the parts of this document. |
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Text |
Click this link to open the Text subtask, where you can view additional information about this document's text. |