Exporting Enterprise Parts

You can report the compliance of their products to customers.

Required access roles:

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

Use the Compliance menu to export compliance data. You can find this menu on the toolbar of any of these pages:

  • Properties page for a part
  • Compliance View category for a part
  • Compliance Portfolio app category for Materials Compliance Management
  • Bill Of Materials for the part

Note: Export is not available on mobile devices.

  1. For a list page, select the parts to include in the report. From the Properties page of a part, click Compliance > Export.
  2. Define how you want the app to export data:

    Field Name Description
    Report Type Choose the export report type. You only see the report types for the data management options you use. Many of the report types add fields to this dialog box. For more information, see 3.
    Selected Parts For information only. Lists the parts selected to export. The part is identified by Name, Rev, and Plant (for plant-specific parts).
    Compliance Definitions Select the compliance definition used to filter substances in the export from the list.
    Substances to Export Lists all the calculated substances referenced in the selected configuration of the part BOM, including any substances in materials directly associated with component parts or in selected equivalent MEPs. If there are no substances then it shows "no substances found".

    Manually de-select any substances you do not want to be included in the export. When a compliance definition is selected, this list is updated as follows:

    • Lists only substances with thresholds defined in the compliance definition
    • Shows the thresholds for substances
    • If the threshold is for a substance classification, all substances with that classification are selected in this list and the threshold for the substance classification is shown next to each of these substances.

    Export Only Substances Exceeding Thresholds and not exempt If this field is checked and a compliance definition is selected, then the export includes only those selected substances that are not exempt and cause a threshold in the selected compliance definition to be exceeded.

    Any substance in the part that is de-selected (either manually or via the selection of a compliance definition) is reported as a miscellaneous substance.

    Report Level Choose how many levels of enterprise parts in a BOM to export. By default, all levels of the BOM are exported unless you change the level. When a level other than All is selected, no part below that level of the BOM is exported. Instead, the materials of the parts below that level of the BOM are rolled up and reported under the part at that level.
    Note: For the IPC 1752A and IPC 1754 reports, the report level is automatically set to Level 2 and above.
    Include Sub-tiers in the Export Select the Include Sub-tiers in the Export check box to include the subtiers of a part in the export. By default, this option is selected.
    Note: You cannot include the subtiers of a part to export for the IPC 1752 report.
    Customer Program Select a customer program for the export. Determines the corresponding customer part number object associated with each top level enterprise part. Multiple customer program selections are allowed only for IMDS.
    Suppress Material Trade Name and Manufacturer Allows you to suppress the export of the material trade name and material manufacturer when materials are exported. Applies to all export report types.
    Export Minimum/Maximum Weight Select Yes to export the minimum or maximum weight. Otherwise select No.

  3. Enter values for the report type-specific fields. Follow the links in this table for information about the fields added to the dialog box based on the selected report type.

    Report Type Data Management Option For More Information
    Compliance Connect (ELV) ELV Exporting to Materials Compliance Connect
    Compliance Connect (RoHS) RoHS Exporting to Materials Compliance Connect
    Compliance Connect (ELV+RoHS) ELV and RoHS Only shows when they are used. Exporting to Materials Compliance Connect
    Material Composition Report to Browser – Exporting to the Material Composition Report
    Material Composition Report to XML – Exporting to the Material Composition Report
    Material Composition Report to PDF Only when PDF output is configured Exporting to the Material Composition Report
    chemSHERPA Article Tool chemSHERPA Exporting to chemSHERPA Article Tool
    IMDS ELV Exporting to IMDS
    IPC 1752A RoHS Exporting to IPC 1752A
    IPC 1752B RoHS Exporting to IPC 1752B
    IPC 1754 RoHS Exporting to IPC 1754
    SCIP ELV Exporting to SCIP

  4. Click Submit.
    You might see one of these messages:
    • If a Compliance Definition is selected, you see the message: "Warning: All substances that are not selected in the substance list or do not exceed the substance threshold will be exported as miscellaneous."
    • If the "Use thresholds to filter the substances to Export" is unchecked, you see: "Warning: All substances that are not selected in the substance list will be exported as miscellaneous."

    The export is submitted as a background job. For more information, see Background Jobs.

  5. When ready, click MCC Export Formatter in the Report Output tab.

    Except for the browser report type, the app prompts you to save the report file.