Updated 11/21/2024. (To include new fields "Initial Adopted Date" & "Last Adopted Date.")
In order to Adopt (and/or Re-Adopt) a Design from PLM to Exenta follow below steps.
Steps to take when Adopting or Re-Adopting a Design from PLM to Exenta:
1. Identify the design you will be adopting. For example, design no. 70391:
2. Once you are viewing the design profile, ensure all data is accurate & design is ready to be adopted or re-adopted.
3. Once you have confirmed you are ready to adopt the design, change the "ready for adoption" marker to "Ready." There are two ways to do this.
Option 1: At the top right of the overview page, there is a drop down. Change this to read "Ready"
Detail View:
OPTION 2: In the Design Overview > Edit page, there is a drop down field. Change this to read "Ready"
Detail View:
OPTION 3: In the design library list view, you can "mass update" the "Ready for Adoption" status to read "Ready"
4. Once the "Ready for Adoption Status" is changed to "Ready" you will see this status at the top right of the design overview, as well as in the Design Library > List View.
5. From here, the user's job is done. A task (which runs out of Exenta every 10 minutes) will adopt all designs that are marked "Ready" for adoption in PLM. You will be able to identify if your design has successfully adopted by reviewing the below three fields:
1. Ready for Adoption Status
2. Initial Adopted Date
3. Last Adopted Date
These 3 fields are available to view at both the Design List View, as well as the Design Overview.
Re. Ready for Adoption Status
If the design has successfully been adopted, then the "Ready for Adoption Status" will be changed from "Ready" to "Adopted."
If the design adoption has failed, then the "Ready for Adoption Status" will be changed from "Ready" to "Failed."
Re. Initial Adopted Date & Last Adopted Date
If the design has successfully been adopted, then the Initial Adopted Date & Last Adopted Date will change from null to the date/time of adoption.
If the design has successfully been re-adopted, then the Last Adopted Date will change to the date/time of last successful adoption.
Please note these fields are also available to use as filters.
To find designs that have not yet been adopted, filter by:
To find dates that have been adopted, filter by:
A user also has the ability to view the design's change log to see adoption history.
When a design has been successfully adopted:
- The change log will show that a VB user changed the "Ready for Adoption Status" to "Ready"
- And then that the "ERP Bot" successfully adopted the design at a specific date/ time.
When a design has failed adoption:
- The change log will show that a VB user changed the "Ready for Adoption Status" to "Ready"
- And then that the "ERP Bot" changed the "Ready for Adoption Status" to "Failed"
