1. To-Increase Dynamics 365 for Finance & Operations
  2. PLM integration
  3. PTC Windchill

Use PTC Windchill integration

You can use PTC Windchill to create parts and to change parts. When finished, you can send new parts and change notices to a distribution target to be picked up by D365 FO for further processing.

This section explains how to send a new part or a change notice on an existing part to a distribution target as defined in PTC Windchill.

Before you can send part data, make sure the applicable distribution target is associated to the part.


Engineer Engineer Engineering manager Engineering manager Check associated distribution target Check associated distribution target You can check if the correct distribution target is associated with a part. This is required to be able to send the data to D365 FO.Note: The steps and user interface can differ in your PTC Windchill version. Procedure 1. Log in to PTC Windchill 2. Browse to the item which needs to be sent to D365 FO. 3. Click the Related Objects tab > Expand the Distribution Targets section. 4. Check if the correct distribution target is associated. In this example, one distribution target is associated (19. ToD365). Note: The number and name of the distribution target are likely to be different in your environment of PTC Windchill. PTC Windchill Associate distribution target to part Associate distribution target to part Before you send data to a distribution target, make sure the applicable distribution target is associated with the part. A distribution target is a combination of a location and formatting rules to which PTC Windchill data is sent. D365 FO takes the PTC Windchill data from this location for further processing in D365 FO.You can associate a distribution target with an item. By doing so you are able to use this distribution target to send data of the item to external systems.Note: The steps and user interface can differ in your PTC Windchill version. This topic describes the manual procedure. For other ways to associate distribution targets to parts, consult your PTC Windchill partner. Procedure 1. Log in to PTC Windchill. 2. Browse to the part to be sent to D365 FO. 3. Click Actions >click Associate Distribution Targets. 4. Click Search. 5. Select the applicable distribution target (in this example 19. ToD365) > click OK. PTC Windchill Send part to distribution target Send part to distribution target If you have created a new part in PTC Windchill, send it to a distribution target. So, D365 FO can take the part data from this location for further processing in D365 FO. For more information, refer to ESI Send to distribution target . Note:  The steps and user interface can differ in your PTC Windchill version. This topic describes the manual procedure. For other ways to send part data to distribution targets, consult your PTC Windchill partner. Procedure   1. Log in to PTC Windchill. 2. Browse to the part which needs to be sent to D365 FO. 3. Click Actions > click Send To Distribution Target. 4. Click Next. 5. You can check if the correct distribution targets are associated (In this example the item is only associated with distribution target 19) > click Send. PTC Windchill Create change notice in PTC Windchill Create change notice in PTC Windchill You can create a change notice to manage the changes to be applied to parts. In this example, one part is revised within a change notice. However, multiple parts could be changed within a change notice and also any other changes could be covered by a change notice.Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner. Procedure 1. Log in to PTC Windchill. Note: In this topic, we only revise one part. 2. Browse to the part to be changed. 3. Select the part > click Actions > click New > click New Change Notice. 4. In the textbox Name type a value > click Next. 5. Click Edit. 6. Click Next. 7. Select the part > click Revise. Note: In this topic we only revise one part. 8. Click OK. 9. Click Finish. 10. Click Finish. 11. Click Submit Now. Note: By submitting the change notice, the change notice is available for an engineer to apply the changes described in the change notice. PTC Windchill Data must be  sent to distribution target. Data must be  sent to distribution target. Is the right distribution target associated to the part? Is the right distribution target associated to the part? Data sent to  distribution target Data sent to  distribution target Complete change notice task in PTC Windchill Complete change notice task in PTC Windchill You can complete the tasks of a change notice. By doing so, you indicate in the workflow that the required changes from the change notice are applied and ready for review.Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner. Procedure 1. Log in to PTC Windchill. 2. Go to My Assignments > click the name of the selected assignment. 3. Click Complete Task. Note: Before clicking Complete Task, the engineering work to apply the changes should be executed. How to change the part based on the change notice is not relevant in this topic, and left out. PTC Windchill How to send to  partdata to  the distribution target? How to send to  partdata to  the distribution target? Review change notice in PTC Windchill Review change notice in PTC Windchill You can review changes made to a part by the instructions of a change notice. By doing so you approve the changes applied by the engineer.Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner. Procedure 1. Log in to PTC Windchill. 2. Go to My Assignments > click the name of the selected assignment. 3. Click Complete Task. Note: Before clicking Complete Task, the actual reviewing of the parts of the change notice should be executed. How to review the changes is not relevant in this topic, and left out. PTC Windchill Audit change notice in PTC Windchill. Audit change notice in PTC Windchill. You can audit a change notice in PTC Windchill. By doing so you approve the sending of the parts of the change notice to the distribution target.Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner. Procedure 1. Log in to PTC Windchill. 2. Go to My Assignments > click the name of the selected assignment. 3. Click Complete Task. Note: Before clicking Complete Task, the actual auditing of the parts of the change notice should be executed. How to audit the changes is not relevant in this topic, and left out. PTC Windchill No Yes Manually With change notice

Activities

Name Responsible Description

Check associated distribution target

Engineer

 		You can check if the correct distribution target is associated with a part. This is required to be able to send the data to D365 FO.
Note: The steps and user interface can differ in your PTC Windchill version.

Associate distribution target to part

Engineer
Before you send data to a distribution target, make sure the applicable distribution target is associated with the part. A distribution target is a combination of a location and formatting rules to which PTC Windchill data is sent. D365 FO takes the PTC Windchill data from this location for further processing in D365 FO.

You can associate a distribution target with an item. By doing so you are able to use this distribution target to send data of the item to external systems.
Note: The steps and user interface can differ in your PTC Windchill version. This topic describes the manual procedure. For other ways to associate distribution targets to parts, consult your PTC Windchill partner.

Send part to distribution target

Engineer
If you have created a new part in PTC Windchill, send it to a distribution target. So, D365 FO can take the part data from this location for further processing in D365 FO.
For more information, refer to ESI Send to distribution target .
Note:  The steps and user interface can differ in your PTC Windchill version. This topic describes the manual procedure. For other ways to send part data to distribution targets, consult your PTC Windchill partner.

Create change notice in PTC Windchill

Engineering manager

 		You can create a change notice to manage the changes to be applied to parts. In this example, one part is revised within a change notice. However, multiple parts could be changed within a change notice and also any other changes could be covered by a change notice.
Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner.

Complete change notice task in PTC Windchill

Engineer

 		You can complete the tasks of a change notice. By doing so, you indicate in the workflow that the required changes from the change notice are applied and ready for review.
Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner.

Review change notice in PTC Windchill

Engineering manager

 		You can review changes made to a part by the instructions of a change notice. By doing so you approve the changes applied by the engineer.
Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner.

Audit change notice in PTC Windchill.

Engineering manager

 		You can audit a change notice in PTC Windchill. By doing so you approve the sending of the parts of the change notice to the distribution target.
Note: The steps and user interface can differ in your version of PTC Windchill. This topic describes the manual procedure. For other ways to send change notices, consult your PTC Windchill partner.

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