Document Details Tab

Use this tab to enter or edit organization information, maintenance, and effective dates for the document record you want to create or update.

Contents

Field	Description
Status	Use this drop-down list to select the status of the document. The available options are: U: Unreleased R: Released O: Obsolete This field is editable if the Use Separate Document Release Function check box in the Configure Bills of Material Settings screen is cleared. Otherwise, this field is disabled for existing document records, and defaults as either U or R for new document records depending on the selection in the Default Initial Document Status group box in the Configure Bills of Material Settings screen.
Type	Use this field to enter, or use to select, the type of document being created. Once you have assigned a document type and saved the record, you cannot modify this field. You can establish document types using the Manage Document Types screen. If the fields in the Document Defaults group box in the Manage Document Types screen are populated, those values are automatically entered with the corresponding fields in this tab. You can modify these values as you wish.
Size	Use this field to enter, or use to select, the document size. You can establish document sizes using the Manage Document Sizes screen.
Media	Use this field to enter, or use to select, the document media. You can establish document media codes using the Manage Document Media screen.
CAGE	Use this field to enter, or use to select, the Contractor and Government Entity (CAGE) code to which you want to assign the document.
Sheets	Use this field to enter the number of sheets the document uses.
Tabulated Drawing	Select this check box to consider the document as a tabulated drawing.

Organization Details

Use this group box to specify organization information for the document.

Field	Description
Organization	Use this field to enter, or use to select, the organization to which this document belongs. The organization name displays in the adjacent unlabeled field.
Org Abbrev	This field displays the abbreviation for the organization. As an alternative to the Organization field, you can use this field to specify the organization to which the document belongs.

Document Maintenance

Use this group box to specify maintenance information for the document.

Field	Description
Maintenance Group	Use this field to enter, or use to select, the group responsible for maintaining this document. The maintenance group name displays in the adjacent unlabeled field. You can establish document maintenance groups using the Manage Document Maintenance Groups screen.
Created By	Use this field to enter, or use to select, the employee ID of the individual who created this document. The employee's name displays in the adjacent unlabeled field.
Created Date	Use this field to enter, or use to select, the date on which this document was created.
Released By	Use this field to enter, or use to select, the employee ID of the individual who released this document. The employee's name displays in the adjacent unlabeled field.
Released Date	Use this field to enter, or use to select, the date on which this document was released.
Planned Release Date	Use this field to enter, or use to select, the date on which this document is planned for release.

Part Document Default Effective Dates

Use this group box to specify the default dates on which the document will take effect on the part to which it is associated.

You can associate the document to parts using the Parts subtask.

Field	Description
Starting	Use this field to enter, or use to select, the starting date for the default effective dates.
Replace Existing Start Dates	Click this button to replace the existing starting dates in the Parts subtask with the new defaults.
Ending	Use this field to enter, or use to select, the ending date for the default effective dates.
Replace Existing End Dates	Click this button to replace the existing ending dates in the Parts subtask with the new defaults.