Checklist for automation

When automating data transferral, there are some fundamentals that must be in place.

Below is a checklist to assist you to successfully automate your data transfer, with optional items marked accordingly.

Definition: Component

A component is a part or assembly at any hierarchy level in the assembly. A component can also be something that is not modelled in CAD, such as weld rods, glue, etc.

Requirement Status
Item
Description

Required

Part Number

Each component has a unique part number that is in the CAD, PDM, PLM or ERP

Optional

Part Description

Each component has a non-unique description that is in the CAD, PDM, PLM or ERP

Optional

Matching item code

Each component has a unique matching number that spans the CAD, PDM, PLM and also in the ERP

That is it. If you have unique part numbers, we can do the rest

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