Setup Product Requirements
Product Requirements are used to define the characteristics and substances for the product along with their limits. It is used in Certificate requests to allow the supplier to enter results for each of the required characteristics and substances.
Define Product Requirements
Open a Product to define its requirements.
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Go to the Mechanical properties tab.
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Click Add Standard to link already existing standards from your class or material standard registry
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Click Add group to create a new characteristics group for this product.
Add a name for the new group by clicking on the three dots and click "Change name".Add characteristics relevant for the custom group.
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Enable / Disable "allow linking results from Bill of Material" checkbox on each standard group
Enabling "allow linking results from Bill of Material". This is used to transfer results to lots it is a part of.
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Click Save / Save and Back
Manage Class and Material standards
Class standards and Material standards are a group of requirements that can be linked to products. They can be either Global (defined by ChainTraced) or you can create your own standards for requirements that are shared by several products.
If you update a standard, you will be asked is you want to update all products that use this standard.
Class standards categorise steel products based on their intended applications and define key properties such as:
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Mechanical properties (e.g., tensile strength, hardness).
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Performance criteria (e.g., corrosion resistance, heat tolerance).
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Certification requirements (e.g., compliance with ASTM, EN, or ISO standards).
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Application-specific criteria (e.g., structural, automotive, or tool steel).
Material standards typically list the chemical composition of the material.
Create a new standard
You can create your own class or material standards to be linked to your products.
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Go to Class or Material standards in the main menu, and click "Create new class/material standard"
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Enter a name and description for the standard
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Click Add Characteristic or Add Substance button
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Within the popup, pick characteristic or substances from the list. You can also create your own custom characteristic if not available in the defined list.
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Select Type of characteristic
You can select from following Types of characteristics
Min/Max: refers to measurable attributes that are defined by minimum and maximum limits.
Conform: Result is input as either Pass or Fail.
Checkbox: Provides a checkbox that can be ticked to indicate compliance.
Specification: Result field is a free text field. A specification characteristic can have the result field pre-filled in the product specification.
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Enter Unit if applicable
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Enable/ Disable Define on product (template)
If Enabled you can define the limits on the product instead of in the standard. This is used when the limits are unique for each product.
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Enable / Disable Optional. This means that the result for the characteristic is optional.
Click Add
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Click Save button / Save and back button.
Configure the Bill of Material
If a BoM is added to the product, you can configure how data from the BoM products should behave in a manufacturing lot as default. This can be changed on an individual lot.
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Append Attachments: all attachments that are set to Available from the incoming lot will be attached to the outgoing lot as is, when sending to Customer.
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Append Characteristics/Append Charge: all the characteristics/charges and their test results, will be appended as is, from the incoming onto the outgoing lot when sending to Customer.
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Under the “Characteristics” and “Material” headings, you can choose to “Allow linking results from the Bill of Material”. This will pick the results from the BoM Lots that match the characteristics on the Product being manufactured and fill as results on the manufactured product
The difference between Append Characteristics and Link results is that appended characteristics will be declared separately on a certificate with BoM product specified.
A linked result will be inserted on the matching characteristic on the manufactured products.
Typically, you might want to link the chemical composition of the raw material to a machined product rather than declaring the raw material´s product number separately.
For an assembled product or a kit, you probably want to Append the data for the BoM products to declare them separately in a list.