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Return transmittal from an input transmittal

Return transmittal from an input transmittal

 
Message from: July 2021

A new function "Return Transmittal" has been developed in the ToDo, which automatically generates a new transmittal when the ToDo is completed.

 

 

 

The return means of transport generated from the incoming means of transport after completion of the ToDo contains the documents of the incoming means of transport, whereby the sender and recipient are swapped. Further processing of the new transmittal takes place as usual. Further documents (redlining / comment reports, test certificates, etc.) can be added to the transmittal via the DMS document status dialogue.

Bring Change Request CR into DMS by process file number

Bring Change Request CR into DMS by process file number

Message from: June 2020

In order to record the process-specific processing of technical documentation in PLM planets as part of "change management", a PLM process was introduced. This PLM process is now listed in a tree in DMS and can be used as a filter.

 

 

 

Of course, several processes can be assigned to one document. In the tree, the processes are listed according to request type (e.g. claim, change for request), according to "own" or "third-party" company and the stored key (e.g. AKZ, RFC). A cover sheet can be created for a process, and the most recently assigned process is displayed on the DocInfo page.

Related software products
Related product area
PLM Office - Extended functionality of the file number

PLM Office - Extended functionality of the file number

Meldung vom: January 2020

In PLM Office the file number management has been extended. Thus the file numbers were upgraded to a "process", to which "process types" can be assigned in addition.

This makes it possible to organise the documents even more individually.
"Transaction types" such as claims often require an additional, separate schema for document numbers that is independent of document management and can be realised with this extension. Substructures that are classified and configured according to certain criteria, such as types, opponent claims, claim partners, own or third-party claims, can also be considered.

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