Teamcenter 8.3. Getting Started with Vendor Management. Publication Number PLM00184 B

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1 Teamcenter 8.3 Getting Started with Vendor Management Publication Number PLM00184 B

2 Proprietary and restricted rights notice This software and related documentation are proprietary to Siemens Product Lifecycle Management Software Inc Siemens Product Lifecycle Management Software Inc. All Rights Reserved. All trademarks belong to their respective holders. 2 Getting Started with Vendor Management PLM00184 B

3 Contents Proprietary and restricted rights notice Getting started Before you begin Basic concepts Vendor management objects you work with Installing and customizing vendor management Configuring business rules Setting preferences Vendor roles Vendor management workflows Interacting with other applications Basic tasks Using a vendor management process Understanding the vendor management process Managing vendor data Create a commercial part Associate a specification document to a commercial part Create a vendor object Add, modify, or remove a vendor role Create a company location Delete a location Create a contact Edit company contact Edit location properties Relate a vendor contact to a vendor location Delete a contact Delete a vendor Associate a quality document to a vendor Create a vendor part associated to a commercial part Specify a location for new vendor part Add a location to a vendor part Relate a vendor or vendor part to a company location Relate a vendor or company location with vendor contact Remove a location from a vendor part Attach a dataset to a vendor, a vendor part, or a commercial part Associate an existing vendor part to a commercial part Change the vendor of a vendor part Copy vendor part data to a new vendor Classify commercial and vendor parts Set the status of a vendor part of a commercial part PLM00184 B Getting Started with Vendor Management 3

4 Contents Display vendor parts in Structure Manager Restricting vendor and vendor parts by status Create a bid package Add a bid package line item to a bid package Glossary A-1 Index Index-1 4 Getting Started with Vendor Management PLM00184 B

5 Chapter 1 Getting started Before you begin PLM00184 B Getting Started with Vendor Management

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7 Chapter 1 Getting started Vendor management lets you model vendor contributions to a product by letting you capture information about the vendors and the vendor parts they provide to satisfy the form, fit, and function of commercial parts. Vendor management functionality is available in the My Teamcenter and Structure Manager applications in the rich client and the thin client. Before you begin Prerequisites Enable vendor management Configure vendor management You do not need specific permissions to use the vendor management functionality. Standard Teamcenter user and administrator accounts are adequate. Likewise, no special license is required. Vendor management is installed as part of the standard Teamcenter core installation, using the Teamcenter Environment Manager (TEM) tool. For more information about installation considerations and installation procedures, see the installation guides for the operating system on which you run Teamcenter ( Installation on UNIX and Linux Servers Guide, Installation on UNIX and Linux Clients Guide, Installation on Windows Servers Guide, or Installation on Windows Clients Guide). For information about installing particular options with TEM, see the TEM online help. Before using vendor management, you must: Configure the necessary business rules. For information about configuring business rules, see Configuring business rules. Set the appropriate site preferences. Start vendor management For information about setting the necessary preferences, see Setting preferences. When you start Teamcenter, select the My Teamcenter application in the rich client or the thin client. Vendor management functionality is immediately available. PLM00184 B Getting Started with Vendor Management 1-1

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9 Chapter 2 Basic concepts Vendor management objects you work with Installing and customizing vendor management Configuring business rules Setting preferences Vendor roles Vendor management workflows Interacting with other applications PLM00184 B Getting Started with Vendor Management

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11 Chapter 2 Basic concepts Vendor management allows you to: Associate commercial parts with vendor parts. Navigate from a vendor object to commercial parts and vendor parts that are associated with the vendor object. Navigate from a commercial part or a vendor part to the vendor associated with the part. Navigate between commercial parts and vendor parts. Manage company locations and contacts. Display vendor parts in Structure Manager and compare bills of materials (BOMs) that include vendor parts. Create configurable business rules for vendor management actions. Change a vendor for a vendor part. Classify commercial and vendor parts. Note To classify vendor management types, you must first add them to the ICS_classifiable_types preference. Vendor management objects you work with You can create and manage the following vendor management business object types: Note If you view these objects in the rich client or the thin client, the names may appear in a slightly different format. CommercialPart Related to a Part object type by a Structure relation. A commercial part is made externally by a vendor who resells, builds, or designs and builds the part PLM00184 B Getting Started with Vendor Management 2-1

12 Chapter 2 Basic concepts for your company. 1 Commercial parts may be off-the-shelf market parts or custom-designed parts. The form, fit, and function of a commercial part can be satisfied by one or more vendor parts that you may source from one or more vendors. Typically, a commercial part has one or more associated VendorPart objects. Commercial parts may be qualified with a preferred status, for example, preferred, approved, or obsolete. This allows you to grade the overall product BOM, as described in Getting Started with Product Structure. VendorPart Acts as a vendor representation of a part. A vendor part: Is obtained from a single vendor, not multiple vendors. Has a vendor part name assigned by the vendor or assumes the company s name for the part. Has a vendor ID to specify the vendor providing the part. Has a vendor name for the vendor providing the part. Has a part number assigned by the actual builder of the part. Is related to a vendor company location. Vendor parts may be qualified with a status, for example, preferred, backup, approved, or obsolete. This allows your company to always use the best source of vendor parts. It also allows you to grade the overall product BOM, as described in Getting Started with Product Structure. Vendor Note A VendorPart object cannot be sent to Structure Manager because the VendorPart object type is not intended to be included in an OEM product structure. Instead, a CommercialPart object should be included in the structure. A CommercialPart object is an internal representation of a sourced part, while a VendorPart object is a vendor representation of the part. Provides parts or services, with attributes for locations and contacts. Businesses may maintain a list of approved vendors (approved vendor list or AVL) outside of Teamcenter, for example, in a Microsoft Excel spreadsheet. CompanyLocation 1. In this context, your company is referred to as the original equipment manufacturer (OEM). 2-2 Getting Started with Vendor Management PLM00184 B

13 Basic concepts Lets you record information for a particular site or facility, including the name (required), Web site, address, region, and notes. A company location can be related to any number of company contacts. CompanyContact Specifies an individual in a company and lets you record standard contact information. First name and last name values are required. BidPackage Contains package line items you supply to vendors who submit quotes. Bid packages may be assigned to selected projects or programs. BidPackageLineItem Comprises a BOM line representing a part or assembly with associated context rules, if any. Quote Contains the vendor s response to a bid package line item. The vendor offers (attaches) vendor parts that satisfy each line item in the bid package. Note When you create a vendor management object, such as a commercial part, vendor part, or vendor, the system creates organizational folders, called pseudofolders, to display related objects. For example, when you create a CommercialPart object, the system creates pseudofolders to display related vendors and vendor parts. Similarly, for a Vendor object, the system creates folders to display related commercial parts and vendor parts. Finally, for VendorPart objects, folders are created for commercial parts and vendors. Installing and customizing vendor management To install vendor management, select the Vendor Management subfeature under Supplier Relationship Management when you run Teamcenter Environment Manager (TEM). For more details, see the Installation on UNIX and Linux Servers Guide, the Installation on Windows Servers Guide, and the Teamcenter Environment Manager Help. In addition to installing the standard vendor management functionality, you can also customize vendor management to suit your working practices. For example, you can write Integration Toolkit (ITK) programs that do the following without user intervention: Create a commercial part as a component of your product assembly. Use the VMS_create_commercial_part function. Create vendors that provide quotes. Use the VMS_create_vendor function. You can also create vendor roles, such as distributor or supplier, with the VMS_create_vendor_role function. You can also copy a vendor with the VMS_copy_vendor function or delete a vendor with the VMS_delete_vendor function. PLM00184 B Getting Started with Vendor Management 2-3

14 Chapter 2 Basic concepts Create a bid package to provide to vendors so they can develop their quotes. Use the VMS_create_bidpackage function. Use the VMS_create_bidpackage_lineitem, VMS_add_bidpackage_lineitem and VMS_delete_bidpackage_lineitem functions to modify the contents of the bid package. Create vendor parts and associated quotes that fulfill the requirements of your commercial parts. The vendor part and quote information is provided by your vendors. You can use different vendor parts for the commercial part in your product. Use the VMS_create_manufacturer_part function for the vendor part and connect it to your part information with the VMS_add_mfg_part_to_comm_part function. Use the VMS_create_quote function to create the quote and use the VMS_add_quote function to add the quote information to your bid package line item. For more information, see the Server Customization Programmer s Guide. You can also use the service-oriented architecture (SOA) services APIs to customize vendor management functionality. For more information, see the Services Guide. Configuring business rules Vendor management functionality is controlled by the vendormanagement template that is managed in the Business Modeler IDE. To configure vendor management for your business, you set the following: BidPackageLineItemCustAttrs constant Contains the line item custom attributes form to be associated with a bid package line item. When a user of the Teamcenter rich client creates a new vendor management bid package, these line items may be added to the bid. The form holds custom attributes to bid package line items. This constant is placed on BidPackageLineItem business objects and their children. By default, no value is set for this constant, and no form is assigned. showallvendorparts condition Provides a vendor part selection rule in Structure Manager. This rule controls the display of vendor parts in the product structure. A user can set this rule in Structure Manager by selecting from a list of valid conditions. Upon selection, the system filters the list of vendor parts displayed based on the selected condition. The criteria are evaluated against each potential vendor part in the structure, and only parts meeting the criteria are displayed. The showallvendorparts rule displays all possible vendor parts. showpreferredvendorpartsonly condition Provides a preferred vendor part selection rule in Structure Manager. This rule controls the display of preferred vendor parts in the product structure. A user can set this rule in Structure Manager by selecting from a list of valid conditions. Upon selection, the system filters the list of vendor parts displayed based on the selected condition. The criteria are evaluated against each potential 2-4 Getting Started with Vendor Management PLM00184 B

15 Basic concepts vendor part in the structure, and only parts meeting the criteria are displayed. The showpreferredvendorpartsonly rule displays only those parts that are marked as Preferred using the preferred status property on the vendor representation relation. For more information about business rules, see the Business Modeler IDE Guide. In addition, site-level Access Manager business rules allow you to restrict vendor management actions on released vendor parts. The system checks the write access on a commercial part or revision for adding or removing the vendor parts and editing VM Represents relation properties such as Preferred Status. For more information about these restrictions, see the Access Manager Guide. Setting preferences Set the following preferences before using vendor management: BidPackageLineItem_default_relation Specifies the default relation created when you paste a line item into a bid package. BidPackageLineItem_DefaultChildProperties Specifies the properties that can be displayed as children of line items in bid packages, for example, TC_part_quote_rel. BidPackageLineItem_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node for line items in bid packages, for example, TC_part_quote_rel. BidPackageRevision_DefaultChildProperties Specifies each property that can be displayed as a child of a bid package revision node, for example, IMAN_specification. BidPackageRevision_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node in a bid package revision, for example, lineitems. CommercialPart_DefaultChildProperties Specified each property that can be displayed as a child of a commercial part, for example, vendorparts. CommercialPart_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node of a commercial part, for example, vendorparts. This preference must be set to allow users to view and manage the dataset associated with a commercial part. CompanyLocation_DefaultChildProperties Specifies each property that can be displayed as the child of a company location, for example, ContactInCompany. PLM00184 B Getting Started with Vendor Management 2-5

16 Chapter 2 Basic concepts CompanyLocation_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node of a company location object, for example, ContactInCompany. Each entry must be a vendor location property. ContactInCompany_relation_primary Enables the ContactInCompany relation for each business object specified in this preference, for example, CompanyLocation. ICS_classifiable_types Defines all business object types that can be classified. Add any vendor management types you want to classify. LocationInCompany_relation_primary Enables the LocationInCompany relation for each business object specified in this preference, for example, ItemRevision. ManufacturerPart_DefaultChildProperties Specifies each property that can be displayed as the child of a manufacturer part, for example, commercialparts. Each entry must be a property of ManufacturerPart. ManufacturerPart_DefaultPSEProperties Specifies the properties of vendor parts that are visible in Structure Manager, for example, vendor_part_num. Each entry must be a property of ManufacturerPart or a property of the VMRepresents relation. ManufacturerPart_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node of a ManufacturerPart object, for example, ProvidedFrom. Each entry must be a property of ManufacturerPart. ManufacturerPartRevision.REGISTEREDTO Specifies the business object types to which the vendor part revision properties style sheet is applied. ManufacturerPartRevision.RENDERING Registers the properties style sheet for vendor part revision objects. ManufacturerPartRevision.SUMMARYRENDERING Registers the summary style sheet for vendor part revision objects. ManufacturerPartRevSummary.SUMMARY_REGISTEREDTO Specifies the business object types to which the vendor part revision summary style sheet is applied. ManufacturerPart.REGISTEREDTO 2-6 Getting Started with Vendor Management PLM00184 B

17 Basic concepts Specifies the business object types to which the vendor part properties style sheet is applied. ManufacturerPart.RENDERING Registers the properties style sheet for vendor part objects. ManufacturerPart.SUMMARYRENDERING Registers the summary style sheet for vendor part objects. ManufacturerPartSummary.SUMMARY_REGISTEREDTO Specifies the business object types to which the vendor part summary style sheet is applied. ProvidedFrom_relation_primary Specifies the business object types for which the ProvidedFrom relation is enabled, for example, ManufacturerPart. PseudoFolder.ContactInCompany_ColumnPreferences Specifies the properties that are displayed when a ContactInCompany pseudofolder is selected in the Details view of the rich client, for example, CompanyContact.title. PseudoFolder.lineitems_ColumnPreferences Specifies the properties that are displayed when the BidpackageLineItems pseudofolder is selected in the Details view of the rich client, for example, BidPackageLineItem.quantity. PseudoFolder.LocationInCompany_ColumnPreferences Specifies the properties that are displayed when a LocationInCompany pseudofolder is selected in the Details view of the rich client, for example, CompanyLocation.city. PseudoFolder.ProvidedFrom_ColumnPreferences Specifies the properties that are displayed when a ProvidedFrom pseudofolder is selected in the Details view of the rich client, for example, CompanyLocation.street. PseudoFolder.TC_part_quote_rel_ColumnPreferences Specifies the properties that are displayed when a Quotes pseudofolder is selected in the Details view of the rich client, for example, Quote.unit_price. Quote_DefaultChildProperties Specifies the properties that can be displayed as children of quotes, for example, vendor. Restricted_Vendor_Part_Statuses This site preference is optionally defined for commercial parts and revisions. It specifies restricted statuses that prevent users from associating commercial parts or part revisions with vendors, for example, Obsolete. This allows you PLM00184 B Getting Started with Vendor Management 2-7

18 Chapter 2 Basic concepts to configure a business rule so that, with certain release statuses on vendor parts, users are not allowed to associate a commercial part or commercial part revision with vendor parts or vice versa. Note After you freeze a commercial part, you cannot change the preferred status for the vendor part. Restricted_Vendor_Statuses This site preference is optionally defined for vendors. It specifies restricted statuses that prevent users from associating vendor parts with vendors, for example, Obsolete. This allows you to configure a business rule so that, with certain release statuses on vendor objects, users are not allowed to create vendor parts for a vendor. TC_Distributor_info_form Specifies the Distributor role default form type, for example, DistributorInfo. TC_Manufacturer_info_form Specifies the Manufacturer role default form type, for example, ManufacturerInfo. TC_part_quote_rel_relation_primary Specifies the primary types of the TC_part_quote_rel relation, for example, BidPackageLineItem. TC_Quality_Document_relation_primary Specifies the primary types of the TC_Quality_Document relation, for example, Vendor. TC_Supplier_info_form Specifies the Supplier role default form type, for example, SupplierInfo. TC_vendor_part_rel_relation_primary Specifies the primary object types of the TC_vendor_part_rel relation, for example, Item. Vendor_DefaultChildProperties Specifies the properties that can be displayed as children of vendors, for example, vendorparts. Vendor_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node of a Vendor object, for example, commercialparts. Each entry must be a property of Vendor. VendorRevision_DefaultChildProperties 2-8 Getting Started with Vendor Management PLM00184 B

19 Basic concepts Specifies the properties that can be displayed as children of vendor revisions, for example, vendor_role_info. Each entry must be a property of VendorRevision. VendorRevision_PseudoFolder Specifies each property that can be displayed as a pseudofolder under a node of a VendorRevision object, for example, LocationInCompany. Each entry must be a property of VendorRevision. VMRepresents_relation_primary Specifies the primary object types of the VMRepresents relation, for example, Item. VMS_Maintain_Vendor_History Specifies whether Teamcenter moves or copies vendor data after it is changed. VMS_vendor_part_selection_rule Specifies the current vendor part selection rule, for example, showallvendorparts. For more information about these preferences, see the Preferences and Environment Variables Reference. Vendor roles In Teamcenter, a vendor can take on one or more roles. Role definitions are not fixed and can be defined to meet customer business mode. Vendor roles, for example, can include the following: Distributor Resells, but does not make, parts. Supplier Makes parts to order for the OEM. Manufacturer Makes parts for the general market. You can create the necessary role types for your business with the Organization application. For more information, see the Organization Guide. PLM00184 B Getting Started with Vendor Management 2-9

20 Chapter 2 Basic concepts Note The Teamcenter administrator can set a TC_Role-Type_info_form preference to define a custom form for a vendor role. If you define a custom form for a role and you select that role during creation of a new vendor, the system dynamically loads that form. For example, if you have a custom form for the supplier role and a valid form type, such as SupplierInfo, you can set the value of the TC_Supplier_info_form site preference to SupplierInfo. Vendor management workflows No specific workflows are provided in Teamcenter for managing vendor data. However, you may want to consider implementing workflows for the following purposes: Releasing vendor parts. Making vendor parts obsolete. Approving new vendors. For more information, see the Workflow Designer Guide. Interacting with other applications Vendor management interacts with other Teamcenter solutions as follows. Installing vendor management is a prerequisite if you implement the Aerospace and Defense solution. For more information about Aerospace and Defense, see Aerospace and Defense Solution Guide. Installing vendor management is a prerequisite if you implement EDA part library management. The part library management feature requires the vendor management Commercial Part business object type. For more information about using EDA part library management, see Getting Started with Electronic (EDA) Lifecycle Management. You can optionally use vendor management with other industry-focused solutions such as Consumer Packaged Goods. For more information about Consumer Packaged Goods, see Getting Started with Consumer Packaged Goods. Teamcenter s Integration for Microsoft Office allowing you to import vendor data in bulk as a spreadsheet using Microsoft ExcelLive or standard Excel. SRM Connect for exchanging vendor data and bid packages with Supplier Relationship Management Getting Started with Vendor Management PLM00184 B

21 Basic concepts For more information about SRM Connect, see the SRM Connect Installation and Configuration Guide in the Supplier Relationship Management library. Data Exchange and the Briefcase feature to exchange information with a supplier that does not have an online connection to any of your Teamcenter sites. This allows you to manage shared data in an archive file that can be physically moved or electronically transferred to or from the supplier site. Data Exchange can also export data in PDX format as a PDX package. This package can be viewed by PDX viewer applications or used by other systems that support the PDX data format. You can also create a PDX package using a workflow process by specifying the workflow handler provided for PDX packages. For more information about Data Exchange, see the Data Exchange Guide. Note It is also necessary to configure Data Exchange if you use SRM Connect. PLM00184 B Getting Started with Vendor Management 2-11

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23 Chapter 3 Basic tasks Using a vendor management process Understanding the vendor management process PLM00184 B Getting Started with Vendor Management

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25 Chapter 3 Basic tasks You can customize or enhance the basic vendor management process provided with Teamcenter to suit your business practices. Using a vendor management process To fulfill design and manufacturing needs, and to compete effectively in today s marketplace, a typical company may have other companies manufacture parts. It creates a network of suppliers, manufacturers, and distributors, collectively referred to as vendors. Vendors may provide both direct materials, such as parts and assemblies, and may provide indirect materials, such as tooling used in the manufacturing process. A typical vendor management process consists of the following steps. Ensure you relate the objects as shown next or unpredictable results may be obtained. For example, commercial part items are related to vendor part items, although they are not shown in the Vendors pane in Structure Manager. To set up vendor management in Teamcenter: PLM00184 B Getting Started with Vendor Management 3-1

26 Chapter 3 Basic tasks 1. Create Vendor objects and specify the vendor role as Supplier, Manufacturer, or Distributor. 2. Define the company locations from which that each vendor supplies parts. 3. Create vendor parts for each vendor. 4. Associate commercial parts with one or more vendor parts. 5. Populate the product structure (BOM) with commercial parts. The associated vendor parts are now visible on the Vendor Parts pane of Structure Manager. 6. Define Bid Package objects with line items related to commercial parts and vendor quotes. Understanding the vendor management process Many companies outsource 80 percent or more of the component parts of their products to compete effectively in today s marketplace. A rich ecosystem of suppliers, manufacturers and distributors (collectively referred to as vendors) exists to support the outsourcing process. These vendors provide both direct materials (for example, parts and assemblies) and indirect materials (for example, tooling in the manufacturing process). Companies must tightly integrate their PLM system and process knowledge with their vendor supply chain. 3-2 Getting Started with Vendor Management PLM00184 B

27 Basic tasks Teamcenter administrator tasks: Step User action System response 1 Install vendor management solution. 1a Install vendor management template. Vendor management menu commands and functionality are available in the clients. Business Modeler IDE template solution is installed and ready for configuration. 1b Configure vendor management. Restrict statuses, custom forms, vendor part IDs and commercial part IDs, and autonaming. Team leader tasks: Step User action System response 2 Create vendor management objects. This step may be automated using ExcelLive. Vendor management objects populated in Teamcenter. PLM00184 B Getting Started with Vendor Management 3-3

28 Chapter 3 Basic tasks Step User action System response 2a Create vendors with roles, company locations, and contacts. Vendors with roles, related locations, and contacts populated in Teamcenter. You can associate commercial parts and vendor parts with these objects. 2b Create vendor parts. Vendor parts are created and IDs automatically assigned. Vendors, locations, and contacts are populated. 2c Create commercial parts. Commercial parts are created and IDs automatically assigned. Vendor parts and vendors are populated. General user tasks: Step User action System response 3 View View vendors, commercial parts, and vendor parts in Teamcenter. 4 Update commercial part properties. Commercial part properties are updated. 5a Vendor part to commercial part Vendor parts are related to commercial part. 5b View or update preferred status. Preferred status for vendor parts updated if appropriate. 6 Delete vendor parts. Obsolete vendor parts are removed. 7 Apply release status to vendor parts using a workflow. Vendor parts show correct release status. 8a Search for vendors. Vendors found. 8b 9a 9b Search for commercial parts or vendor parts. Create relations between commercial parts and other objects. Cut, copy, and paste vendor part search results to work in progress (WIP). Commercial parts and vendor parts found. Commercial parts have related objects. View WIP vendor objects. 10 Add found vendors to home folders. View vendors in home folder. 3-4 Getting Started with Vendor Management PLM00184 B

29 Chapter 4 Managing vendor data Create a commercial part Associate a specification document to a commercial part Create a vendor object Add, modify, or remove a vendor role Create a company location Delete a location Create a contact Edit company contact Edit location properties Relate a vendor contact to a vendor location Delete a contact Delete a vendor Associate a quality document to a vendor Create a vendor part associated to a commercial part Specify a location for new vendor part Add a location to a vendor part Relate a vendor or vendor part to a company location Relate a vendor or company location with vendor contact Remove a location from a vendor part Attach a dataset to a vendor, a vendor part, or a commercial part Associate an existing vendor part to a commercial part Change the vendor of a vendor part PLM00184 B Getting Started with Vendor Management

30 Copy vendor part data to a new vendor Classify commercial and vendor parts Set the status of a vendor part of a commercial part Display vendor parts in Structure Manager Restricting vendor and vendor parts by status Create a bid package Add a bid package line item to a bid package Getting Started with Vendor Management PLM00184 B

31 Chapter 4 Managing vendor data You can manage vendor data in the rich client or the thin client. The following procedures describe how to manage vendor data in the rich client. For information about how to manage vendor data in the thin client, see the Thin Client Interface Guide. Vendor management tasks performed by end users in the Teamcenter rich client and thin client include: Working with commercial parts Create a commercial part. Associate a specification document to a commercial part. Working with vendors Create a vendor object. Add, modify, or remove a vendor role. Create a company location. Delete a location. Create a contact. Edit company contact. Edit location properties. Relate a vendor contact to a specific vendor location. Delete a contact. Delete a vendor. Associate a quality document to a vendor. Working with vendor parts Create a vendor part. Specify a location for new vendor part. Add a location to a vendor part. PLM00184 B Getting Started with Vendor Management 4-1

32 Chapter 4 Managing vendor data Relate a vendor part to a company location. Relate a vendor or company location with vendor contact. Remove a location from a vendor part. Attach a dataset to a vendor, a vendor part, or a commercial part. Managing vendors and vendor parts Associate an existing vendor part to a commercial part. Set preferred vendor parts for a commercial part. Move vendor data to a new vendor. Copy vendor part data to a new vendor. Classify commercial and vendor parts. Set preferred status for vendor parts of a commercial part. Display vendor parts in Structure Manager. Restrict vendor and vendor parts by status. Working with bid packages Create a bid package. Add a bid package line item to a bid package. If you have administrative privileges, you can also manage vendor data with a command line utility. Teamcenter does not provide a standard utility for this purpose. However, the vms_util.c file provides an example of how you can write a custom utility using vendor management functions. Create a commercial part Create a Commercial Part object or Commercial Part revision : 1. In My Teamcenter, choose File New Part. The system displays the New Part dialog box. 2. Select Commercial Part and click Next. 3. Type values for Part ID, Revision ID, Name, and an optional Description, and click Next. 4. Specify whether design data is required. 5. Provide additional attribute values as needed, and click Finish to create the commercial part object. 4-2 Getting Started with Vendor Management PLM00184 B

33 Managing vendor data Note The default value for the revision master form Make/Buy attribute is 2 (Buy). Associate a specification document to a commercial part Note You can associate a Requirements Manager specification document with a vendor. For information about Requirements Manager, see the Requirements Manager Guide. Put any object into the specification document pseudofolder to relate it to the vendor. Create a vendor object Create a Vendor object : 1. In My Teamcenter, choose File New Vendor Management Vendor. The system displays the New Vendor dialog box. 2. Type values for Vendor ID, Revision ID, Name and optional values and click Next. 3. Select a vendor role type and click Next. Provide additional attribute values as needed and click Finish to create the vendor revision object. Add, modify, or remove a vendor role Add or remove a vendor role from a Vendor object or a Vendor revision : 1. In My Teamcenter, select a Vendor revision object. 2. Use the Tools Vendor Management menu to choose Add Vendor Role or Remove Vendor Role. The system displays a dialog box. 3. Select the appropriate option and click OK. Note Modify vendor roles using the standard properties dialog. Create a company location Create a Company Location object : PLM00184 B Getting Started with Vendor Management 4-3

34 Chapter 4 Managing vendor data 1. In My Teamcenter, open the vendor and select the Locations folder. 2. Choose File New Other. The system displays the New Business Object dialog box. 3. Select Company Location from the list of business objects. 4. Type values for Name, Street, City, State/Province, Country, Region, URL, and so on. Delete a location 1. In My Teamcenter, expand the Locations folder under a vendor. 2. Select the location you want to delete. 3. Choose Edit Delete. This removes the location from the list of associated locations for the vendor from the database. Create a contact 1. In My Teamcenter, select the Contacts pseudofolder for a vendor or company location. 2. Choose File New Other. The system displays the New Business Object dialog box. 3. Select Company Contact from the list of business objects. 4. Type values for Title, First Name, Last Name, Suffix, Phone, Fax, Pager, , and optional information. The system creates the contact object and associates it to the selected vendor or company location using the ContactInCompany relation. Edit company contact 1. In My Teamcenter, check out the object. Note Checkin and checkout do not provide any revision mechanism for vendor contact. When a property is updated, it overwrites the object with the new value. 2. Choose View Properties. 3. Edit the properties of the contact. 4-4 Getting Started with Vendor Management PLM00184 B

35 Managing vendor data 4. When the edits are complete, check in the object. Edit location properties 1. In My Teamcenter, check out the object. Note Checkin and checkout do not provide any revision mechanism for locations. 2. Choose View Properties. 3. Edit the properties of the location. 4. When the edits are complete, check in the object. When a property is updated, it overwrites the object with the new value. Relate a vendor contact to a vendor location 1. In My Teamcenter, select the vendor and expand the Contacts pseudofolder. 2. Open the Locations pseudofolder under the same vendor. 3. Drag the vendor contact from the Contacts pseudofolder and drop it in the specific vendor location. For example, if you have a vendor contact called John Doe, you can drag and drop him into the Plano pseudofolder. Delete a contact 1. In My Teamcenter, expand the Contacts folder. 2. Select the contact you want to delete. 3. Choose Edit Cut. This removes contacts from the list of associated contacts in the database. Delete a vendor 1. In My Teamcenter, select the vendor you want to delete. 2. Choose Edit Cut. If a vendor is deleted, the associated locations and contacts are also deleted. Associate a quality document to a vendor Put any object into the quality document pseudofolder to relate it to the vendor. PLM00184 B Getting Started with Vendor Management 4-5

36 Chapter 4 Managing vendor data Create a vendor part associated to a commercial part Create a Vendor Part object associated to a Commercial Part Revision : 1. In My Teamcenter, select the Vendor Parts folder under a Commercial Part Revision and choose File New Part. The system displays the New Part dialog box. 2. Select Vendor Part and click Next. 3. Type values for Vendor Part Number, Vendor Part Name, and an optional Description. 4. Type or select a value for Vendor ID and click Next. 5. Provide additional attribute values as needed, and click Finish to create the vendor part object. Specify a location for new vendor part 1. In My Teamcenter, select the Vendor Parts folder under a Commercial Part or Commercial Part revision and choose File New Part. The system displays the New Part dialog box. 2. Select Vendor Part and click Next. 3. Type values for Vendor Part Number, Vendor Part Name, and an optional Description. 4. Type or select a value for Vendor ID. 5. Select a vendor location. 6. Provide additional attribute values as needed and click Finish to create the vendor part object. Add a location to a vendor part 1. In My Teamcenter, select the Locations folder in the Vendors folder under a vendor part. 2. Drag a location from the vendor to the Provide From Locations folder of the vendor part. Note The system either verifies that the location is a child of the vendor that is providing the vendor part or displays an error message. 4-6 Getting Started with Vendor Management PLM00184 B

37 Managing vendor data Relate a vendor or vendor part to a company location 1. In My Teamcenter, select a location pseudofolder. 2. Select a location. 3. Drag and drop the location onto the Locations pseudofolder. Relate a vendor or company location with vendor contact 1. In My Teamcenter, select a contacts pseudofolder. 2. Select a location. 3. Drag and drop the location onto the contacts pseudofolder. Remove a location from a vendor part To remove locations from the list of associated locations for the vendor part: 1. In My Teamcenter, expand the Locations folder under a vendor part. 2. Select the location you want to remove. 3. Choose Edit Cut. Attach a dataset to a vendor, a vendor part, or a commercial part You can attach datasets to vendor management objects (vendor, vendor part, commercial part) with standard specified relations. The system provides pseudofolders under vendor management objects to attach the documents. 1. Select the vendor management object. 2. Choose File New Dataset. The system uploads the associated files and displays the dataset under the pseudofolder. Associate an existing vendor part to a commercial part Associate a Vendor Part object to a Commercial Part revision : 1. In My Teamcenter, select a Commercial Part revision. 2. Drag-and-drop a vendor part into the Vendor Parts folder of the Commercial Part revision. PLM00184 B Getting Started with Vendor Management 4-7

38 Chapter 4 Managing vendor data Change the vendor of a vendor part 1. Select one or more vendor parts. 2. Choose Tools Vendor Management Change Vendor. Note The VMS_Maintain_Vendor_History site preference controls whether the system moves or copies the vendor parts. If it is set to FALSE, they are moved to the new vendor and removed from the previous vendor. For information about vendor management preferences, see Preferences and Environment Variables Reference. Copy vendor part data to a new vendor 1. Select one or more vendor parts. 2. Choose Tools Vendor Management Change Vendor. Note The VMS_Maintain_Vendor_History site preference controls whether the system moves or copies the vendor parts. If it is set to TRUE, they are moved to the new vendor but are not removed from the previous vendor. For information about vendor management preferences, see Preferences and Environment Variables Reference. Classify commercial and vendor parts 1. Select the commercial part or vendor part. 2. Right-click and choose Send To Classification. If the part is classified, the system displays the classification parameters. If the part is not already classified, the system prompts you to classify it. Select the particular class where you want to classify that object. Set the status of a vendor part of a commercial part 1. In My Teamcenter, select the commercial part revision. 2. Choose Tools Vendor Management Update Preferred Status. The system displays a dialog box. 3. Set the preferred status of each vendor part associated with the selected commercial part revision, for example, Preferred, Backup, or Obsolete. 4-8 Getting Started with Vendor Management PLM00184 B

39 Managing vendor data Note The available preferred status values are configured by your administrator and you cannot enter other values. Alternatively, you can right-click a commercial part revision and choose Preferred Vendor Parts. You can then set a preferred status for each vendor part as before. Display vendor parts in Structure Manager 1. In Structure Manager, click, or choose View Show/Hide Data Panel to display the data pane. 2. Click the Vendor Parts tab. 3. Select a commercial part revision in the structure and Structure Manager shows the associated vendor parts and their attributes in the data pane, including the Preferred Status and Vendor Locations information. Note By default, Structure Manager displays all vendor parts for the selected commercial part revision. The administrator can create a selection condition that limits the vendor parts that are displayed in the data pane. For example, you may see only preferred parts. 1. Choose Tools Vendor Parts Selection Rule. Teamcenter displays the View/Set Current Vendor Parts Selection Rule dialog box. 2. Select the required selection rule and click OK. For example, the showpreferredvendorspartsonly rule hides all parts that are not preferred. Teamcenter applies the selected rule to future actions. For details of how to create a selection condition, see the Business Modeler IDE Guide. This setting is stored in the VMS_vendor_part_selection_rule site and user preference. To restrict a group of users from changing the setting, set the site preference to the required rule and use Command Suppression to restrict the group s ability to change the rule. PLM00184 B Getting Started with Vendor Management 4-9

40 Chapter 4 Managing vendor data Restricting vendor and vendor parts by status You should implement practices and processes for tracking the performance of vendors and parts. Approval should be obtained via a Workflow task before a new vendor is assigned any vendor parts or before a new vendor part is assigned to a commercial part. Teamcenter provides two preferences to help you control this process: Restricted_Vendor_Statuses This preference prevents users assigning a new vendor part to a vendor with specified status levels. For example, if the preference contains Preliminary and Disqualified, any vendor with either status cannot accept any new vendor parts. To support the use of this preference: Define the necessary status types in Business Modeler IDE. Apply the appropriate status to the vendor using Workflow. Set the preference to the appropriate status types. Restricted_Vendor_Part_Statuses This preference prevents users assigning a vendor part with specified status levels to a commercial part. For example, if the preference contains Obsolete and Disqualified, any vendor part with either status cannot be associated with a commercial part. To support the use of this preference: Define the necessary status types in Business Modeler IDE. Apply the appropriate status to the vendor part using Workflow. Set the preference to the appropriate status types. Create a bid package Create a Bid Package object and Bid Package revision : 1. In My Teamcenter, choose File New Vendor Management Bid Package. 2. The system displays the New Bid Package dialog box. 3. Type values for Bid Package ID, Revision ID, Name and an optional value for Description and click Next or click Finish to create the bid package and bid package revision. Note The system also creates an empty line item pseudofolder package revision. under the bid 4-10 Getting Started with Vendor Management PLM00184 B

41 Managing vendor data Add a bid package line item to a bid package Add a Bid Package Line Item object to a Bid Package revision : 1. In My Teamcenter, navigate to a bid package revision and select the Bid Package revision. 2. Choose Tools Vendor Management Add Bid Package Line Item or use the shortcut menu to choose Vendor Management Add Bid Package Line Item. 3. Type values for the Name box and an optional value for the Description box. 4. Enter the Part/Assembly value to specify the commercial part to which the line item refers. 5. Enter the Configuration Context value to specify the configuration and variant rules for export. 6. Type a value in the Quantity box for the number of parts required. 7. Click OK to create the bid package line item. Note Modify bid package line items using the standard properties dialog. Note The line item is created with a pseudofolder for quotes. Quotes are typically added automatically by importing data, but you can also add a quote by selecting and copying a Vendor object, and selecting the line item and choosing Vendor Management Add Quote from the shortcut menu or the Tools menu. In the Add Quote dialog box, provide the Name value and other values, and paste the value for Vendor in the indicated area. PLM00184 B Getting Started with Vendor Management 4-11

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43 Appendix A Glossary PLM00184 B Getting Started with Vendor Management

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45 Appendix A Glossary A Access Manager (AM) Teamcenter application that enables the system administrator to grant users access to Teamcenter objects. B bid package Contains line items supplied to vendors to submit quotes. bid package line item Part of a bid package; contains an assembly or part with specific context rules. business object Logical grouping of data attributes and properties that are manipulated at the enterprise level. A Global Services business object allows users to query for and update information in multiple data sources. C Commercial Part Business object type related to a Part object type by a structure relation. A commercial part is made externally by a vendor who resells, builds, or designs and builds the part for the OEM (original equipment manufacturer). Commercial parts may be off-the-shelf market parts or custom-designed parts. A commercial part is a part whose form, fit, and function may be satisfied by one or more vendor parts that the OEM may source from one or more vendors. P Program Teamcenter application used to define programs and assign program team members, program team administrators, and privileged team members. Project Teamcenter application used to define projects and assign project team members, project team administrators, and privileged team members. PLM00184 B Getting Started with Vendor Management A-1