Product requirements are the characteristics and substances a product must meet, each with its limits. They decide which results a supplier fills in on a lot transaction, whether a manufacturing lot is Fulfilled or Failed, what can be auto-approved, and what the Cruncher Assistant looks for in a PDF.
Where: open the product from Registry > Products and go to the Specifications tab. It has two sections: Characteristics (mechanical properties, dimensions, tests) and Material (chemical composition).
Add requirements to a product
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Button |
Use it when |
What you get |
|---|---|---|
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Add standard |
The requirements are shared by several products. |
Links a Class standard (under Characteristics) or a Material standard (under Material) from your registry. The rows follow the standard; when the standard changes you are offered the new version. |
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Add group |
The requirements belong to this product only. |
A named group of your own where you add rows one by one. A group is not shown as a standard in lists or on certificates. |
Each group has a menu with Rename, Move up, Move down and Delete group. A linked standard also offers Unlink standard, which keeps the rows on the product but drops the connection so you can edit them freely.
On the rows you set Min and Max, mark a row as optional with Make optional, and for a Specification-type characteristic enter the Required value the supplier must confirm. A standard with Define on product (template) rows expects you to fill in the limits here, on the product. Click Save or Save and back when done.
Requirements of the same shape as another product's can be copied instead of re-entered; see Copy Specifications from another product.
Class and Material standards
A standard is a reusable set of requirements. Class standards hold characteristics: mechanical properties, performance criteria, certification or application-specific requirements. Material standards hold the chemical composition. Standards marked Global are defined by ChainTraced and cannot be edited; the others are your company's.
Where: Standards > Class Standards or Standards > Material Standards, then Create new Class Standard / Create new Material Standard.
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Enter a Name and a Description.
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Click Add characteristic (class standard) or Add substance (material standard) and fill in the row. You can create a characteristic of your own if the list lacks it; see Account setup and company settings.
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Click Save, Save and back, or Save & Duplicate to start a similar standard from this one.
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Field |
Meaning |
|---|---|
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Type |
Min/Max: a measured value checked against limits. Conform: the result is Pass or Fail. Checkbox: ticked to confirm compliance. Specification: a free-text result; the expected value can be pre-filled on the product as the Required value. |
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Unit |
The unit of the measured value, where one applies. |
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Define on product (template) |
The standard names the characteristic but leaves the limits to be set on each product. Use it when limits differ per product. |
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Optional |
The supplier may leave the result empty. Optional rows without a result do not fail the requirements check. |
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Element, Min, Max (material standards) |
The chemical element and its limits in % of total weight. |
Changing a standard that products use. When you save, Products are out of date lists the products still on the previous version. Choose Update products to move them all, or Ignore to leave them; a product on an old version then shows an Update version button on the standard in its Specifications tab, so you can update product by product.
Results from the bill of material
When a product is made from other lots, two settings decide what the incoming lots contribute to the manufactured lot. They set the default for every lot of the product and can be changed on each lot.
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Setting |
Where |
Effect |
|---|---|---|
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Append Options: Append Attachments, Append Characteristics, Append Charge, Append Emission Datasets |
Product data tab, on each row of the Bill of Material. |
Carries the incoming lot's attachments, test results, material charge or emission datasets along as they are. On the certificate they are declared separately, under the incoming lot's product number. |
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Allow linking results from Bill of Material |
Specifications tab, on each characteristics or material group. |
Lets the lot take results from the incoming lots for the rows that match this product's own requirements, with Link results on the lot. The results then appear as this product's results. |
A machined part usually links the chemical composition of its raw material rather than declaring the raw material separately. An assembly or kit usually appends the data of its components so each is listed on its own. Company-wide defaults for the append options are in Company Settings; see Account setup and company settings and Manufacturing Lots.
Related
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Manufacturing Lots: how results are checked against the requirements.
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Auto-approve transactions that fulfill your defined specifications