Synchronizing Data with Planning for a Manufactured Product

You can use the Synchronizing Data with Planning command to update manufactured products.

This task shows you how to:

Before you begin: Open content containing planning for a Manufactured product and start Process Planning.

Synchronize Data with Planning for Assembly Context

You can synchronize planned data for the Assembly context.

  1. Click an object, and from the Authoring section of the action bar, click Synchronizing Data with Planning .
    The Programming Context dialog box appears.
  2. Select Assembly and click OK.
    The Synchronizing data with Planning panel appears.

    The panel includes:

    • 3D Viewer: A view displaying products related to the current planning operation.
    • Planning Operation: The selected operation, or the one implemented by the selected resource.
    • Location: The manufacturing cell where the manufacturing product will be instantiated, which is the parent of the executing resource. The Select the location to create Manufacturing Product command allows you to select the location from the tree.
    • Status: The update status of the object displayed with a red or green thumb. A red thumb represents an incomplete/ not updated status. A green thumb represents a complete/ updated status.
    • Data to import: Lists data to import for several Managed Products and Input Products of the current operation. It also lists the Number of Trajectories and the Number of Tracks, if there are any.

  3. Click Select the location to create Manufacturing Product and choose a location to instantiate the Manufacturing Product.
    The Synchronizing data with Planning panel closes and you can select the location in the tree.
    Note: The location in which the Manufacturing Product is to be instantiated is governed by the following rules in particular order:
    • If a Manufacturing product already exists related to the selected planning operation, then use its parent organizational resource.
    • If the selected planning operation is linked to a working/programmable resource, then use its parent organizational resource.
    • If the selected planning operation is linked to an organizational resource, then use it.
    • If there is a scoped organizational resource of the first parent system related to the selected planning operation, then use it.
  4. Run the command again to reopen the panel and click OK.
    This creates the planned Manufacturing Product as specified in the Synchronizing data with Planning panel for the Assembly Context. The Status in the Synchronizing data with Planning panel will display a green thumb to indicate an updated status.

Synchronize Data with Planning for Drill & Rivet Context

You can synchronize planned data for the Drill & Rivet context.

  1. Click an object, and from the Authoring section of the action bar, click Synchronizing Data with Planning.
    The Programming Context dialog box appears.
  2. Select Drill & Rivet and click OK.
    The Synchronizing data with Planning panel appears.
  3. Click Select the location to create Manufacturing Product and choose a location to instantiate the Manufacturing Product.
    The Synchronizing data with Planning panel closes and you can select the location in the tree.
  4. Run the command again to reopen the panel. Specify the requirements in the Manufacturing fastener creation options section of the Synchronizing data with Planning panel.
    The Manufacturing fastener creation options section has two subsections: Action and Rivet Table. The Action subsection has three choices:
    • Update manufacturing fasteners and patterns: To create manufacturing fasteners related to all the design fasteners that are instantiated under a Manufacturing product. It then groups them into patterns based on their reference type.
    • Update manufacturing fasteners: To create the manufacturing fasteners related to all of the design fasteners that are instantiated under the Manufacturing product. There is no grouping of patterns with this option.
    • No action: To not create Manufacturing Fasteners.

    The Rivet Table subsection has a command ... to select the Rivet table from the data, which is based on the parameters of the created Manufacturing Fasteners.

  5. Click OK.
    This creates the planned Manufacturing Product as specified in the Synchronizing data with Planning panel for the Drill & Rivet Context. The Status in the Synchronizing data with Planning panel will display a green thumb to indicate an updated status.

Synchronize Data with Planning for a Planning System

You can synchronize planned data for a planning system.

  1. Click a system or an organizational resource scoping a system, and from the Authoring section of the action bar, click Synchronizing Data with Planning .
    The Programming Context dialog box appears.
  2. Select Assembly and click OK.
    The Synchronizing data with Planning panel appears.

    The panel includes:

    • Planning System: The selected system that is scoped by the selected resource.
    • Operation Level: The level of depth of listed operations. If the level is 1, then all operations under a system are displayed. If the level is 2, then all operations under a system + their operation children are displayed. If the level is 3, then all operations under a system + their operation children + their operation grand children are displayed, and so on.
    • Select the Location: Sets the organizational resource for the location of the Manufacturing product creation for the selected rows. The command is grayed when no row is selected.
    • Synchronize data with planning for the selected rows: Creates or updates the corresponding Manufacturing product for the selected rows at a specified location. The command is grayed when no row is selected.
    • Operation: The name of an operation occurrence.
    • Manufacturing Product: The name of the generated Manufacturing product, if any.
    • Assigned Resource: The assigned executing resource, if any.
    • Location: The name of the organizational resource owning the manufactured product, parents of the assigned resource, or the resource scoping the selected system, if any.
    • Status: The status of the content of the Manufacturing product. Yellow signifies when no Manufacturing products have been created. Red signifies when the content of the associated Manufacturing product is different from the corresponding planning operation. Green signifies when the content of the associated Manufacturing product does not need to be updated.

  3. Specify the parameters and double-click a row to bring up the panel shown in previous section. Create/ update the manufacturing product for the selected operation and click OK.
    This creates the planned Manufacturing Product as specified in the Synchronizing data with Planning panel for the planning system. The Status in the Synchronizing data with Planning panel will be green to indicate an updated status.

Update B.I. Essentials by Synchronizing Data with Planning

You can update the Manufacturing Product Status section of B.I. Essentials with the Synchronizing Data with Planning command.

  1. After synchronizing data with planning for any of the above scenarios, select an object. From the Tools section of the action bar, click B.I. Essentials.
    The B.I. Essentials panel appears.
  2. Use the drop-down-menu to select Manufacturing Product Status.
    The Manufacturing Product Status section shows the status and correlating color for the Manufactured products updated with Synchronizing Data with Planning command.