This topic describes a typical procedure to define a new assembly using Gerber data. FactoryLogix uses a series of wizards to guide you through the steps to create a new product or assembly in the NPI client application.
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Log into the NPI client application.
Select Process Engineering
> New Assembly.
Enter a name for the New Assembly and a value for the New Assembly Revision level.
Note icon false title Note: Configure-to-Order (CTO) represents the ability for a customer 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.
To associate a customer with this assembly, select a name from the Customer drop-down or select the Add
button to add a new customer.Note icon false title Note: 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 a Description for an assembly 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 have 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 Next.
Select new process options
If you selected New Process in the previous topic, the wizard adds the New Process Options page where you can 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 combines both serialized and non-serialized tracking.
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 to apply from the drop-down.
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 BOM, Gerber, 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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