Generating an IMDS Export

If you have the ELV data management option, you can export to IMDS.

This export generates an IMDS export file and automatically uploads it to IMDS. Once the upload is complete, the results of the upload are downloaded and imported into Materials Compliance Management so that you can view the success or failure of the upload.

Prior to performing an export and upload to IMDS you should run the IMDS Export Validation Report on the parts to be uploaded to view and correct any errors that could prevent the upload from being successful. For more information see Running the IMDS Validation Report.

Required access roles:

  • Baseline: Leader
  • App-specific: Senior Compliance Engineer

Before you begin: The IMDS username/password and proxy server details must be defined. For more information, see User Preferences.
  1. Use the Compliance menu to open and fill out the Export dialog box. For more information, see Exporting Enterprise Parts.
  2. For the Report Type, select IMDS
  3. Enter the following information:

    Field NameDescription
    IMDS ActionChoose the type of action to be performed to create, modify, or delete IMDS modules in the upload.

    ActionDescription
    Insert/Update Insert new modules or update existing modules. A part or material is updated when a corresponding IMDS module exists for the part or material and the part or material has been cleared for update. A part or material is inserted if no corresponding IMDS module exists or the part/material has been cleared for insert.
    Change StatusChange the status of modules in IMDS. This action only applies to parts and materials that are associated with existing IMDS modules. See the IMDS Status field.
    DeleteDelete the module in IMDS. This action only applies to parts and materials that are associated with existing IMDS modules.

    IMDS StatusChoose the state of the modules created or updated in IMDS for parts and materials.

    OptionDescription
    EditThe modules are not released and are editable in IMDS.
    InternalThe modules are released in IMDS and can no longer be edited without being revised. However, it has not yet been published or sent to a customer.
    PublishThe modules are internally released (if not already) and published, meaning they becomes available to be referenced by other companies.
    ProposeThe modules are internally released (if not already) and "proposed" to the customer (one step short of a final send).
    SendThe modules are internally released (if not already) and sent to the customer.

    IMDS Tolerance (%)The maximum allowed percentage weight deviation between the part weight uploaded to IMDS and the part weight calculated by IMDS. This attribute applies when IMDS Action is "Insert/Update" and IMDS Status is something other than "Edit". The value must be between 0 and 100%. A blank indicates zero.

    The export will use each selected part value for the IMDS Weight Tolerance. The IMDS Tolerance (%) attribute is only used when a part does not have its own IMDS Weight Tolerance.

    IMDS ContactChoose an IMDS contact for the upload. IMDS Contacts are loaded into Materials Compliance Management by a Compliance Administrator. The IMDS Contact is required for IMDS Status values other than "Edit".
    IMDS Organization UnitThe IMDS organization unit of the host company. The default value is the org unit having the same org unit ID as the host company's IMDS company ID. The chooser is empty if the IMDS company ID for the host company is not set in the IMDS Company/Contact file.
    IMDS Replace/Update ModeSpecifies, when a module for a part or material is updated and IMDS Status is "Edit", whether the module is replaced (all previous "Edit" versions of the module in IMDS are deleted) or updated (a new version of the module is created and previous "Edit" versions of the module are saved).
    Expose LevelsSpecifies the number of levels of the part BOM to upload as individual modules to IMDS. Values are All, Level 1 only, Level 2 and above, Level 3 and above, Level 4 and above, Level 5 and above, and Level 6 and above. The default value is "Level 1 only", which means that modules are uploaded only for the top level selected parts in the BOM. All component parts in this BOM will be uploaded as components within the module. Changing this value to "All" causes every part in the BOM to be uploaded as a separate module. By using the default value of "Level 1", you can minimize the number of modules uploaded to IMDS.
    Handle Mixed NodesA mixed node occurs when a semicomponent is added at the same level as a component. When "Mixed Nodes" is checked, a new component is automatically inserted between the semicomponent and its parent component during IMDS export. This new component will have no corresponding part in Materials Compliance Management.
    Multi-Sourcing Select the Multi-Sourcing option to include the multisource components during the upload for the selected report type as IMDS. By default, this option is selected. The upload of multisource components are supported during the upload of an enterprise part from the selected equivalent method. You can define whether to include multisource components or the single component from the selected equivalent method using the configuration setting. For more information, see Configuring Multisource Components.

  4. Click Submit.
    When the export job is submitted, a background job creates an IMDS XML file and automatically uploads it to IMDS using the IMDS login preferences. When the upload is complete, see Checking the Results of an IMDS Upload.