Create a new assembly
Importing a 3D CAD file is similar to importing other CAD files into FactoryLogix.
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Log into the NPI client application.
Select Process Engineering
> New Assembly.
Enter a name for the New Assembly, then enter a value for the New Assembly Revision level.
To associate a customer with this assembly, select a name from the Customer drop-down or select the Add
button, enter a new customer name, then select OK.Note icon false title Note: Configure-to-Order (CTO) represents a customer's ability to define the configuration of a product when they order it and a manufacturer to subsequently build that product configuration dynamically when they receive the order.
- If this assembly is a Configure-To-Order assembly, select the Is a Configurable Assembly (Will be a configure-to-order/CTO assembly) check box.
If this assembly is required to pass Restriction of Hazardous Materials (RoHS) compliance, select the RoHS check box.
Enter a Description for the assembly.
Note icon false title Note: Although entering an assembly description is optional, a detailed description can be very helpful to others who may not be familiar with the assembly.
Select New BOM/CAD if you want to import a BOM file and CAD file for this assembly or select Copy From Existing Assembly to quickly reuse an existing BOM and CAD, then select the assembly from the list and select OK.
Enter a New Process Revision level.
Select New Process to create a new process definition for this assembly or select Copy from Existing Assembly to copy a process definition from an existing assembly, select the assembly name from the list that displays, then select OK.
Select Next.
Select new process options
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If you did not select New Process in the previous procedure, skip to the next topic, Load Design Files. |
If you selected New Process in the previous procedure, the wizard adds the New Process Options page automatically. On this page, you specify a template for the process definition, the product tracking mode, route enforcement options, a profile for post-release editing, and (if desired) a project to associate the new process definition with for the assembly.
On the New Process Options page, select a template for the process definition (if one is available), or select No Template if you plan to create a new process definition for this assembly.
Select the Product Tracking Mode: Serialized, Non-Serialized, or Hybrid.
Note icon false title Note: The Hybrid tracking mode tracks (in order) non-serialized, then serialized products.
Determine if you need route enforcement for this assembly, then select Disabled, Warn, or Enabled.
If you plan to allow Post-Release Editing of this assembly, select a previously-defined Lock Down profile from the drop-down to apply it to the assembly or create a new profile:
To create a Lock Down profile for this assembly, select the gear icon, select the Add
button, enter a name for the profile, then select OK. Use the check boxes to select the parts of the process definition you want to lock down (that is, prevent others from editing), then select OK.
Note icon false title Note: A Lock Down profile specifies the parts of a process definition that can be edited and the parts that are locked down (non-editable) after being released to production.
To associate this process definition with a project, select the Browse (...) button, locate and select the project, then select OK.
Select Finish.
Load design files
The Load Design Files page is where you select a 3D CAD assembly file, a BOM, and other supporting files for a new assembly. When you import files and folders, options at the top of the page are available to help you organize, select, and/or remove the necessary files and folders for the new assembly: View Item, Remove Item, Undo Delete, Select All, Remove All, Select Group, Remove Group. The available options depend on the files or folders selected on the page; use the check boxes to select or deselect specific files.
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Under Importing File List on the right side of the page, select Add File, then select the 3D CAD file for this assembly.
Info icon false title Important! When importing a 3D CAD file, be sure to unzip any zipped files, then select the master assembly file on the Load Design Files page of the New Assembly wizard. For example, when working with SOLIDWORKS assembly files, you would select the *.SLDASM file to load the 3D CAD image of the full assembly. (Very large files may take longer to load.)
Select Add File, locate and select the BOM file for the new assembly, then select Open.
Note icon false title Note: For BOM files created in Microsoft Excel, FactoryLogix supports only Excel version 5.0 and higher files (*.xlsx format).
If the BOM file isn't recognized, it displays as type Other. To change the file type for the BOM, select BOM File from the File Type drop-down, and note the addition of a new button on the left side of the wizard page for BOM Formatting.
Info icon false title Important! If you don't select the file type BOM for your BOM file, you won't see or be able to use additional BOM formatting options!
Add any other remaining files to support this assembly build, then select Next to move to the BOM Text Formatting page.
Note icon false title Note: Product and Manufacturing Information (PMI) refers to the annotations and attributes that compliment the geometric definitions in a 3D CAD model. PMI markup can be associated with specific components in the model hierarchy including the faces or edges of the assembly parts. PMI elements are often associated to 3D CAD views, in particular, annotation-views representing a specific state of an assembly. When you import a 3D CAD assembly file into FactoryLogix, all existing PMI is also imported automatically.
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