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Service - Manager

Teamcenter 13.0's Service Manager provides comprehensive tools for managing as-maintained structures and service events throughout an asset's lifecycle. The document outlines installation, configuration, and operational tasks, including creating product structures, managing part logistics, and handling service discrepancies. It also covers advanced features such as comparing structures, visualizing data, and sharing information across multiple sites.

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0% found this document useful (0 votes)

59 views256 pages

Service - Manager

Uploaded by

cad cad

We take content rights seriously. If you suspect this is your content, claim it here.

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Download as PDF, TXT or read online on Scribd

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Teamcenter 13.

Service Manager
PLM00170 - 13.0
Contents

Getting started with Service Manager

Getting started with Service Manager ──────────────────────── 1-1
Before you begin ────────────────────────────────────── 1-2
Service Manager interface ──────────────────────────────── 1-3
Service Manager perspective ───────────────────────────────── 1-3
Service Manager menus ──────────────────────────────────── 1-4
Service Manager buttons and symbols ─────────────────────────── 1-11
What are perspectives and views? ───────────────────────────── 1-14
Basic concepts for using Service Manager ───────────────────── 1-15
Product structure use in Service Manager ───────────────────────── 1-15
Service Manager as-maintained management elements ──────────────── 1-15
Service Manager service event management elements ───────────────── 1-17
Search for Service Manager objects ───────────────────────── 1-17
Basic tasks for using Service Manager ─────────────────────── 1-18
Service Manager process task flow ───────────────────────── 1-19

Installing and configuring Service Manager

Install Service Manager ───────────────────────────────── 2-1
Configuring Service Manager ────────────────────────────── 2-2
Setting Service Manager preferences ───────────────────────── 2-4
Setting Service Manager global and property constants ───────────── 2-4
Setting Service Manager global and property constants ───────────────── 2-4
Set up automated creation of part logistics forms ───────────────────── 2-4
Define default values for part logistics form ──────────────────────── 2-5
Define part logistics form name prefix ──────────────────────────── 2-5
Define default disposition ─────────────────────────────────── 2-5
Define usage property ───────────────────────────────────── 2-6
Reuse an authorized deviation ──────────────────────────────── 2-6
Setting Service Manager business object constants ─────────────── 2-7
Setting Service Manager business object constants ──────────────────── 2-7
Identify neutral item types ─────────────────────────────────── 2-7
Define physical part types ─────────────────────────────────── 2-7
Setting up Service Manager naming rules ────────────────────── 2-8
Setting Service Manager lists of values ─────────────────────── 2-8
Setting Service Manager lists of values (LOVs) ─────────────────────── 2-8
Define valid deviation status list ─────────────────────────────── 2-9
Define deviation authority list ──────────────────────────────── 2-10
Define physical location types ──────────────────────────────── 2-10
Define types of service ──────────────────────────────────── 2-11
Define service discrepancy severity ───────────────────────────── 2-12
Define neutral part class for a part movement ────────────────────── 2-12
Configuring Service Manager workflows ────────────────────── 2-13

Service Manager, Teamcenter 13.0 PLM00170 13.0 2

Creating neutral structures

Creating neutral structures ─────────────────────────────── 3-1
Creating product structures ─────────────────────────────── 3-2
Creating product structures ────────────────────────────────── 3-2
Creating neutral structures ────────────────────────────────── 3-3
Defining global alternates ─────────────────────────────────── 3-3
Defining substitute parts ──────────────────────────────────── 3-4
Creating and managing part logistics data ───────────────────── 3-5
Creating and managing part logistics data ───────────────────────── 3-5
Managing part logistics forms ───────────────────────────────── 3-5
Edit part logistics data ───────────────────────────────────── 3-8
Override part logistics data in context ──────────────────────────── 3-9
Defining parts for tracking ────────────────────────────────── 3-10
Create a lot definition ───────────────────────────────────── 3-10
Create a serial number generator ────────────────────────────── 3-11
Set or unset generic serial number generator ─────────────────────── 3-12
Define part usage ─────────────────────────────────────── 3-14
Creating characteristic definitions ────────────────────────── 3-15
What is a characteristic definition? ───────────────────────────── 3-15
Create a life characteristic ────────────────────────────────── 3-16
Create a date characteristic ───────────────────────────────── 3-17
Create an observation characteristic ──────────────────────────── 3-17
Create a derived characteristic ──────────────────────────────── 3-18
Assign characteristics to a neutral part ─────────────────────────── 3-20
Update characteristic definition properties ──────────────────────── 3-21
Delete a characteristic definition ────────────────────────────── 3-21

Generating as-maintained physical structures

Generating as-maintained physical structures ─────────────────── 4-1
Defining disposition types ──────────────────────────────── 4-3
Create a disposition type ──────────────────────────────────── 4-3
Update disposition type properties ────────────────────────────── 4-4
Delete a disposition type ──────────────────────────────────── 4-4
Managing physical location structures ──────────────────────── 4-4
Managing physical location structures ──────────────────────────── 4-4
Creating physical locations and location structures ──────────────────── 4-5
Set a preferred physical location ─────────────────────────────── 4-8
Unset a preferred physical location ────────────────────────────── 4-8
Delete a location ───────────────────────────────────────── 4-8
Remove a location ──────────────────────────────────────── 4-9
Generate a partial or entire as-maintained structure (top down) ─────── 4-9
Build an as-maintained physical structure (bottom up) ───────────── 4-13
View the neutral structure details ────────────────────────── 4-13
Duplicate an as-maintained structure ──────────────────────── 4-14
Generate an as-maintained structure from an as-built structure ─────── 4-16
Generate an as-built structure from an as-maintained structure ─────── 4-16

Service Manager, Teamcenter 13.0 PLM00170 13.0 3

© 2020 Siemens
Setting up as-maintained physical structures
Setting up as-maintained physical structures ──────────────────── 5-1
Resolving missing parts ───────────────────────────────── 5-2
Managing physical part properties ────────────────────────── 5-2
Update physical part properties ──────────────────────────────── 5-2
Assign a serial number ───────────────────────────────────── 5-4
Assign a manufacturer ID ─────────────────────────────────── 5-4
Assign a lot number ──────────────────────────────────── 5-4
Install a physical part ─────────────────────────────────── 5-6
Uninstall a physical part ──────────────────────────────── 5-10
Replace a physical part ───────────────────────────────── 5-11
Rebasing physical parts ───────────────────────────────── 5-15
Rebase a physical part ────────────────────────────────── 5-16
Delete a physical part ────────────────────────────────── 5-17
Implementing deviations ──────────────────────────────── 5-18
Implementing deviations ─────────────────────────────────── 5-18
Create a deviation authority item ────────────────────────────── 5-18
Set up a deviation ─────────────────────────────────────── 5-19
Send the deviation authority item through the required workflow ────────── 5-19
Install a deviated part ───────────────────────────────────── 5-20
View the deviation authorization information ────────────────────── 5-22
Release an as-maintained physical structure ─────────────────── 5-24
Update a released as-maintained physical structure ────────────── 5-24
Rename a physical part ───────────────────────────────── 5-24
View untraced structures ──────────────────────────────── 5-25
Updating structures using Excel Live ──────────────────────── 5-26

Viewing as-maintained physical structures

Viewing as-maintained physical structures ───────────────────── 6-1
Managing revision rules ───────────────────────────────── 6-1
Create or edit a revision rule ────────────────────────────── 6-1
Set the revision rule ──────────────────────────────────── 6-3
Set the revision rule date ──────────────────────────────── 6-3
Modify the current revision rule ──────────────────────────── 6-3
Show the top physical part ─────────────────────────────── 6-4

Managing as-maintained physical structures

Managing as-maintained physical structures ──────────────────── 7-1
Move a part to another physical location ────────────────────── 7-2
Display physical location members ────────────────────────── 7-2
Managing physical part disposition data ─────────────────────── 7-3
What is disposition data? ──────────────────────────────────── 7-3
Change part disposition ──────────────────────────────────── 7-4
View disposition history ──────────────────────────────────── 7-4
Tracking part utilization ───────────────────────────────── 7-4

4 PLM00170 13.0 Service Manager, Teamcenter 13.0

Tracking part utilization ──────────────────────────────────── 7-4

Create a logbook ───────────────────────────────────────── 7-5
Record utilization ──────────────────────────────────────── 7-5
View the part utilization data ───────────────────────────────── 7-6
View log entries ───────────────────────────────────────── 7-7
Allow a user to invalidate a log entry ──────────────────────────── 7-8
Update a log entry ──────────────────────────────────────── 7-8
View physical part usage history ──────────────────────────── 7-9
Managing assets ───────────────────────────────────── 7-10
What are asset groups and asset hierarchies? ─────────────────────── 7-10
Create an asset group ───────────────────────────────────── 7-11
Create an asset group hierarchy ─────────────────────────────── 7-11
Add a part to an asset group ───────────────────────────────── 7-12
Display asset group members ──────────────────────────────── 7-12
Display asset group properties ──────────────────────────────── 7-13
Delete an asset group ───────────────────────────────────── 7-13

Managing service data

Managing service data ────────────────────────────────── 8-1
Managing service groups ──────────────────────────────── 8-2
What is a service group? ──────────────────────────────────── 8-2
Create a service group ───────────────────────────────────── 8-2
Edit a service group ─────────────────────────────────────── 8-3
Managing service events ──────────────────────────────── 8-3
What is a service event? ──────────────────────────────────── 8-3
Create a service event ───────────────────────────────────── 8-4
Edit a service event ─────────────────────────────────────── 8-6
Create an activity entry value ───────────────────────────────── 8-6
Display utilization values ──────────────────────────────────── 8-7
Tracking actual time and cost for service events ────────────────────── 8-8
Managing service discrepancies ──────────────────────────── 8-8
What are service discrepancies and fault codes? ────────────────────── 8-8
Create a service discrepancy ────────────────────────────────── 8-8
Edit a service discrepancy ────────────────────────────────── 8-10
Create a corrective action service event ────────────────────────── 8-10
Create a fault code ─────────────────────────────────────── 8-11
Managing part movement ─────────────────────────────── 8-12
What is part movement? ─────────────────────────────────── 8-12
Create part movement – uninstall ───────────────────────────── 8-13
Create part movement – install or replace ───────────────────────── 8-19
Approve service data ────────────────────────────────── 8-26
View service details ─────────────────────────────────── 8-27

Comparing as-maintained structures

Comparing as-maintained structures ───────────────────────── 9-1
Comparing structures with or without context ─────────────────── 9-1
Comparing with context ──────────────────────────────────── 9-1

Service Manager, Teamcenter 13.0 PLM00170 13.0 5

© 2020 Siemens
Set compare with context preferences ─────────────────────────── 9-2
Perform compare with context ──────────────────────────────── 9-2
Comparing without context ────────────────────────────────── 9-4
Set compare without context preferences ───────────────────────── 9-4
Perform compare without context ────────────────────────────── 9-5
Clear comparison ───────────────────────────────────── 9-6
Comparing a neutral structure to a physical structure ────────────── 9-7
Comparing as-maintained physical structure to neutral structure ─────────── 9-7
Compare with context example between a neutral structure and a physical structure
─────────────────────────────────────────────── 9-7
Compare without context example between a neutral structure and a physical structure
─────────────────────────────────────────────── 9-9
Comparing two physical structures ───────────────────────── 9-11
Comparing two as-maintained physical structures ──────────────────── 9-11
Compare with context example between two physical structures ─────────── 9-11
Compare without context example between two physical structures ──────── 9-13

Visualizing as-maintained physical structures

Visualizing as-maintained physical structures ─────────────────── 10-1
Associating image file datasets ──────────────────────────── 10-2
Visualize the as-maintained structure model ─────────────────── 10-2
Visualization window layout ────────────────────────────── 10-3
Change visibility ───────────────────────────────────── 10-4
Using the graphics menu ──────────────────────────────── 10-4
Navigating the 3D model ──────────────────────────────── 10-6

Sharing Service Manager data

Sharing Service Manager data ──────────────────────────── 11-1
Exporting Service Manager data ─────────────────────────── 11-1
Export Service Manager data ───────────────────────────── 11-2
Importing Service Manager data ─────────────────────────── 11-4
Importing Service Manager data ────────────────────────────── 11-4
Import Service Manager data ──────────────────────────────── 11-6
Import as-maintained structure behavior ───────────────────────── 11-7
Re-import as-maintained structure behavior ─────────────────────── 11-8
Sharing Service Manager data using Multi-Site Collaboration ──────── 11-10
Managing Service Manager data for Multi-Site Collaboration ──────────── 11-10
Multi-Site Collaboration support for as-maintained structures ──────────── 11-11
Service Manager actions on stub and replica objects ───────────────── 11-13
Multi-Site Collaboration support for Service Event Management data ─────── 11-14

Service Manager preferences

As-Maintained preferences ─────────────────────────────── A-1
Service event management preferences ────────────────────── A-17

Glossary B-1

6 PLM00170 13.0 Service Manager, Teamcenter 13.0

© 2020 Siemens
1. Getting started with Service Manager
Getting started with Service Manager
The Service Manager application supports as-maintained structure management and service event
management capabilities within Teamcenter. As-maintained management is the base functionality of
Service Manager and allows you to manage the as-maintained configuration of an asset over its lifetime.
As-maintained structures are generated from, and validated against, product definition structures, such
as design or planning structures. You can use the Service Manager as-maintained management to:

• Create the as-maintained physical product instantiation for any configured product definition
structure.

• Store and manage additional information about the as-maintained physical part structure that is not
tracked on the product definition structure, such as serial numbers and lot numbers.

• Reconcile the as-maintained structure with a configured product definition structure to identify parts
that are missing, alternates, substitutes, or deviations.

• Track part utilization, part usage, and disposition history.

• Manage physical locations and the assets in those locations.

• Manually update the as-maintained structure with changes that occur over the lifetime of the physical
asset.

• Compare the as-maintained structure to the product definition structure or to another as-maintained
structure.

• View the as-designed product structure and the as-maintained physical structure configuration side-
by-side or by using the embedded viewer available in the rich client.

• Import an as-maintained structure from an external manufacturing execution system (MES) or an

enterprise resource planning (ERP) system in PLM XML.

• Manage as-maintained structures in a Multi-Site Collaboration environment.

Service Event Management is a separately licensed extension of the Service Manager application that
allows you to manage service events that affect the as-maintained configuration. You can use Service
Manager with the Service Event Management extension to:

• Define service group structures to efficiently identify maintenance events that have occurred on an
asset.

• Record service events, such as an inspection, overhaul, repair, or other type of service.

Service Manager, Teamcenter 13.0 PLM00170 13.0 1-1

• Maintain service history by recording service event data such as work scope, approval, resource
information, maintenance times, and cost.

• Record and track part discrepancies and failures and the associated corrective action service events.

• Record part movement transactions such as install, uninstall, and replace for both tracked and
nontracked parts.

• Record utilization information (life, date, and observation characteristic values) on service events and
apply these values to the as-maintained structure upon approval of these service events.

• Apply configuration updates to the as-maintained structure driven by approved service events.

Before you begin

Prerequisites The Service Manager application and the Service Event

Management extension require separate licenses in addition
to the standard Teamcenter product license. You must obtain
and install the appropriate licenses required to run the Service
Manager application (as-maintained management) and the
Service Event Management extension.

Enable Service Manager Service Manager does not need to be enabled before you use
it, but you must select the appropriate components during
installation.
If you have trouble accessing Service Manager, see your
system administrator; it may be a licensing issue. The Service
Manager application (as-maintained management) and the
Service Event Management extension each require separate
licenses in addition to the standard Teamcenter product
license.

Configure Service Manager There are additional steps you must perform to configure
Service Manager before you can use it.

Start Service Manager Click Service Manager in the navigation pane.

1-2 PLM00170 13.0 Service Manager, Teamcenter 13.0

Service Manager interface

Service Manager perspective

1 Teamcenter component pane Shows the Teamcenter folders and components.

2 Service Editor pane Allows you to view data about the selected line. To display
a different data pane, click its tab.

3 Service details and utilization Allows you to view the service details and utilization for the
pane selected line.

4 Physical part and disposition Allows you to view the physical part and disposition history
history pane for the selected line.

Service Manager uses the Teamcenter rich client interface and provides the Service Editor view. The
interface items for Service Manager are described in the Service Manager menus, buttons, and symbols
topics.

Not all of the following menu commands and buttons may be available on your system, as the
administrator can hide or reveal only those commands and buttons that are appropriate for your site.

Service Manager, Teamcenter 13.0 PLM00170 13.0 1-3

Service Manager menus

File menu

Command Description

New → Item Creates a new item.

New → Folder Creates a new folder.

New → Dataset Creates a new dataset.

New → Workflow Process (Ctrl+P) Creates a new workflow process.

New → Log Book Creates a new log book.

New → Life Characteristic Creates a new life characteristic for a neutral part.

New → Date Characteristic Creates a new date characteristic for a neutral part.

New → Observation Creates a new observation characteristic for a neutral part.

Characteristic

New → Physical Location Creates a new physical location.

New → Asset Group Creates a new asset group.

New → Disposition Type Creates a new disposition type.

New → Fault Code Creates a new fault code.

Note:
This menu command is available only if the Service Event
Management extension for Service Manager is installed
and licensed.

New → Service Discrepancy Creates a new service discrepancy.

Note:
This menu command is available only if the Service Event
Management extension for Service Manager is installed
and licensed.

New → Activity Entry Value Creates a new activity entry value.

1-4 PLM00170 13.0 Service Manager, Teamcenter 13.0

Command Description

Note:
This menu command is available only if the Service Event
Management extension for Service Manager is installed
and licensed.

New → Service Event Creates a new service event.

Note:
This menu command is available only if the Service Event
Management extension for Service Manager is installed
and licensed.

New → Service Group Creates a new service group.

Note:
This menu command is available only if the Service Event
Management extension for Service Manager is installed
and licensed.

New → Part Movement Creates a new part movement.

Note:
This menu command is available only if the Service Event
Management extension for Service Manager is installed
and licensed.

Duplicate As-Maintained Creates a duplicate of the as-maintained physical structure.

Structure

Close Closes the Service Manager application.

Open (Ctrl+O) Opens the selected structure.

Exit Ends the rich client session.

Service Manager, Teamcenter 13.0 PLM00170 13.0 1-5

Edit menu

Command Description

Cut (Ctrl+X) Marks the selected lines for removal and copies the content to
the clipboard. Cut lines are only removed once pasted elsewhere
in the structure.

Copy (Ctrl+C) Copies the selected lines to the clipboard.

Paste (Ctrl+V) Inserts the Clipboard contents below the selected item.

Paste Special Allows you to specify a relation type rather than using the
default paste relation when pasting an object reference into an
item or item revision.

Delete Deletes the selected object from the database.

User Setting Displays the User Settings dialog box, where you can change
your group, role, or volume assignments, and your application
logging and journaling options.

Options Changes your user interface settings that affect all applications,
not only Service Manager.

Toggle In-Context Mode Enables or disables editing in context mode, allowing creation of
absolute occurrences for the selected assembly.

View menu

Command Description

Properties (Alt+Enter) Shows the properties for the selected object.

Refresh (F5) Updates the information displayed for a selected line and all of
its children.

Refresh Window Synchronizes the currently displayed Service Manager structure

with the database. The displayed structure refreshes with
changes that have been made in other sessions and saved since
you loaded the currently displayed Service Manager structure.

Show Data Panel Shows or hides the data pane containing, for example,
properties data or the embedded viewer.

Show/Hide Second Structure Shows or hides a second structure pane below the first. You can
Panel set the size of each structure pane by moving the horizontal split
bar between the panes. If the second structure pane is
displayed, this command hides the lower pane.

1-6 PLM00170 13.0 Service Manager, Teamcenter 13.0

Command Description

Show/Hide Collaboration Panel Shows or hides the collaboration panel.

Expand Expands the substructure immediately below the selected lines.

Expand Below Expands the complete substructure below the selected lines.

Expand Below... Expands the substructure below the selected lines to a user-
selected level. You can also collapse an expanded substructure
when you choose this option (hide certain child lines).

Collapse Below Collapses the complete substructure below the selected lines
(hide all child lines).

Pack (Ctrl+Shift+M) Packs the selected lines so that all lines with the same item
revision and find number are displayed as a single line. The
actual quantity of lines appended to the node.

Unpack (Ctrl+Shift+N) Unpacks the selected packed lines so that they are displayed as
separate lines, one for each occurrence.

Pack All Packs all packable lines in the displayed structure.

Unpack All Unpacks all packable lines in the displayed structure.

Show Unconfigured Variants Shows or hides unconfigured variant components.

Show Unconfigured Assigned Shows assigned objects that were configured out by the variant
Occurrences rules of the structures from which the objects were assigned.
You can only use this command with composition structures.

Note:
This command does not automatically refresh. Any
changes to the assigned objects are not reflected in the
structure until you run this command again.

Show Unconfigured Changes Shows unconfigured changes. If you hide unconfigured

changes, only those changes configured by the current revision
rule are visible.

Show Unconfigured By Shows or hides components that are not configured when using
Occurrence Effectivity occurrence effectivity.

Show Untraced Parts Shows or hides the neutral parts that are not traceable in the
physical structure.

Service Manager, Teamcenter 13.0 PLM00170 13.0 1-7

Tools menu

Command Description

Check-In/Out → Check-Out Checks a selected component out of the database.

Check-In/Out → Check-In Checks a selected component into the database.

Check-In/Out → Cancel Check-out Cancels a request checkout action.

Check-In/Out → Transfer Check- Transfers a selected, checked-out component to another user.

out

Check-In/Out → Notification List Allows you to view or edit the list of users who are informed if
the selected component is checked in or checked out.

Check-In/Out → Check-Out Allows you to view the history of checkout actions for the
History selected component.

Id Display Rule → View/Set Allows you to view the ID display rule currently applied to the
Current selected structure or set a different ID display rule.

Id Display Rule → Modify Current Modifies the ID display rule currently applied to the selected
structure.

Id Display Rule → Create/Edit Creates a new ID display rule or modify an existing ID rule.

Revision Rule → View/Set Current Allows you to view or set the revision rule for the currently
displayed structure.

Revision Rule → Set Date/Unit/End Sets the date, unit number, or end item to configure the
Item structure, if the current rule allows.

Revision Rule → Set Override Sets an override folder to override item revisions that would
folder otherwise be selected by other criteria.

Revision Rule → Modify Current Modifies the current revision rule and apply the modified rule to
the current structure. You can save the change if you have write
access to the original rule.

Revision Rule → Create/Edit Creates or edits a revision rule.

Variants → Configure Variants Allows you to configure or edit a variant structure for the
selected top-level module.

Variants → Only Configure Root Allows you to set to on to only display options for the top-level
module, regardless of the line selected. Set to off to configure
the structure for a lower level module.

Variants → Search Searches for an existing variant item.

Variants → Count Modules Counts the modules defined for the selected variant structure.

1-8 PLM00170 13.0 Service Manager, Teamcenter 13.0

Command Description

Arrangements → View/Set Allows you to view or set the current NX arrangements.

Current

Export → Objects Exports selected objects in Teamcenter format, STEP format or a

new or available application interface. When you export an
object in Teamcenter or STEP format, you move all internal data
associated with that object.

Export → To PLMXML Exports the selected structure and its attachments in the PLM
XML format to a selected export directory. You must choose the
appropriate transfer mode for the destination system.
If you export a structure in which substitute components are
defined, the substitutes are also exported.

Export → Objects to Excel Exports the selected structure lines to an Excel spreadsheet.

Import → Templates Imports a specification, object, or Excel template.

Import → Objects Imports objects in a Teamcenter format or STEP format to your

Teamcenter database.

Import → From PLMXML Imports objects in the PLMXML format to your Teamcenter
database.

Import → Remote Imports objects from a remote site using Multi-Site

Collaboration.

Rebase Physical Part Updates the physical part to the latest design of the neutral
structure.

Compare Compares two as-maintained structures or compares the as-

maintained structure to the neutral product structure in
separate windows.

Clear Clears the results of comparing two structures.

Find in Other Structure Finds the selected object in another structure pane. The search
follows the closest match rule if it does not find an exact match.

Rename Physical Part Allows you to change the part number and serial number of a
physical part.

Assign Lot Assigns a lot number to the selected physical part.

Install Physical Part Adds or installs a copied physical part into the current as-
maintained structure.

Uninstall Physical Part Uninstalls and removes the selected lines from the as-
maintained structure completely and does not place them on
the clipboard.

Service Manager, Teamcenter 13.0 PLM00170 13.0 1-9

Command Description

Replace Physical Part Replaces a selected physical part in the current as-maintained
structure with a copied part.

Setup Deviation Opens the Setup Deviation wizard. Use the Setup Deviation
wizard to search for a deviation document to associate to the
physical part.

Generate As-Maintained Creates a physical as-maintained structure from the selected

Structure neutral structure.

Show Top Physical Part Displays the top-most physical part parent for the selected
physical part.

Change Disposition Changes the state of a physical part. These states are classified
as operational or nonoperational.

Record Utilization Allows you to add characteristic values to a physical part to

capture part utilization.

Move From Cuts the selected physical part from the current physical
location and places it on the clipboard.

Move To Moves the physical part from the current physical location into
the selected physical location.

Show Physical Part Usage History Displays the physical part usage history for the selected physical
part.

Show Disposition History Displays the history of disposition states for the selected
physical part.

Show Utilization Displays the utilization information for the selected physical
part.

Show Log Entries Displays the log entries for the selected physical part.

Generate As-Built Structure Generates an as-built structure from the selected as-maintained
structure.

Name Occurrence Assigns a name to the occurrence for the selected neutral part
using the predefined naming rules.

Set Preferred Location Sets the selected physical location as the preferred location.

Unset Preferred Location Changes the selected physical location so that it is no longer the
preferred location.

Show Contains View Displays the physical parts contained in the selected physical
location or the selected asset group.

1-10 PLM00170 13.0 Service Manager, Teamcenter 13.0

Service Manager buttons and symbols

Note:
You can add buttons that are not displayed on the main toolbar by right-clicking the toolbar,
choosing Customize, and selecting the buttons you want to add. Once you add buttons to the
toolbars, they are displayed in future sessions. Consider adding buttons that:

• You use frequently.

• Provide a shortcut to menu commands that are not primary selections, for example,
Tools → Revision Rule → Set Date/Unit/End Item.

Button Purpose

These standard buttons are located on the main toolbar at the top of the Service Manager structure
pane.

Soft abort If enabled, allows you to terminate the current operation

without closing Service Manager or losing data.

Cut Cuts the selected lines from the structure and places them
on the clipboard.

Copy Copies the selected lines in the structure and places them
on the clipboard.

Paste Pastes the components from the clipboard as children of

the currently selected (assembly) line in the structure.

Delete Deletes the selected object from the database.

Open Opens the selected structure line in a new window.

Show/Hide data pane Shows or hides the data pane containing, for example,
properties data or the embedded viewer.

Show/Hide the lower Displays a second structure pane below the first. You can
structure pane set the size of each structure pane by moving the
horizontal split bar between the panes. If the second
structure pane is displayed, this button hides the lower
pane.

Show/Hide the Displays or hides the collaboration pane, which provides

collaboration pane advanced features for configuring structures. These
features relate primarily to Multi-Structure Manager.

Show untraced parts Shows or hides the neutral parts that are not traceable in
the physical structure.

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Button Purpose

Create lot Allows you to create lot information when you select a
part defined as a lot part. Lot information includes lot
number, manufacturer ID, and lot size.

Create serial number Allows you to create numbering scheme information for a
generator serial number on a neutral part that is defined as a
serialized part. The numbering scheme information is
used for serial number generation on physical parts
generated from that neutral part. For example, you can
define a prefix, suffix, or maximum number for the serial
numbers generated.

Generate as-maintained Creates a physical as-maintained structure from the

structure selected neutral structure.

Name occurrence Assigns a name to the occurrence for the selected line
using the predefined naming rules.

View/set current Allows you to view or set the revision rule on the current
line.

Configure variants Allows you to view and configure the variant option
values for the selected line.

Refresh Updates the information displayed for a selected line and

all of its children.

Find selected in other When you select a component in the BOM in one structure
panel pane and click this button, you can search for the
component in the BOM in the other structure pane. The
search follows the closest match rule if it does not find an
exact match.

Pack selected line Packs the selected lines so that all lines with the same
item revision and find number are displayed as a single
line. The actual quantity of lines appended to the node.

Unpack selected line Unpacks the selected packed lines so that they are
displayed as separate lines, one for each occurrence.

Setup deviation Opens the Setup Deviation wizard. Use the Setup
Deviation wizard to search for a deviation document to
associate to the physical part.

Install physical part Adds or installs a copied physical part into the current as-
maintained structure.

Replace physical part Replaces a selected physical part in the current as-
maintained structure with a copied part.

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Button Purpose

Uninstall physical part Uninstalls and removes the selected lines from the as-
maintained structure completely and does not place them
on the clipboard.

Navigation Pane Displays or hides the navigation pane.

Advanced Search Allows you to select a search form that includes multiple
search criteria relevant to the type of information or
object being sought.

The following buttons are located at the bottom left corner of the Service Manager structure
navigation tree pane.

Most recently used Shows a list of your most recently accessed structures. If
(MRU) list you select an entry from the list, Service Manager loads
the structure into the structure pane. You can configure
the number of entries shown in the MRU list by right-
clicking the button and moving the slider to the desired
number.

Open by name Browses for and opens a specific structure by name.

Open structure context Browses for and opens a specific structure context by
by name name.

Most recently used Selects a revision rule to apply to the current product
(MRU) revision rules list structure from a list of the rules you have used recently.
You can configure the number of entries shown in the
MRU by right-clicking the button and moving the slider to
the desired number.

List substitute Adds or removes substitute components or set the

components preferred substitute.
This button is enabled if the selected line may have
substitutes; otherwise, it is disabled.

Manage global Shows a list of the global alternates available for the
alternates selected line. You can add alternates and select a
preferred alternate. The preferred global alternate is
indicated by an asterisk.

Find in display Searches for matching lines (components) in the displayed

Shows if the item or revision represented by the line is

currently classified.

What are perspectives and views?

Within the rich client user interface, application functionality is provided in perspectives and views.

View The basic display component that displays related information in a UI window.
Perspective A collection of one or more views and their layout.

Some applications use a perspective with multiple views to arrange how functionality is presented.
Other applications use a perspective with a single view.

You can use the HiddenPerspectives preference to prevent the display of some Teamcenter
perspectives in the rich client.

If your site has online help installed, you can access application and view help from the rich client Help
menu or by pressing F1.

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Basic concepts for using Service Manager

Product structure use in Service Manager

Before creating or modifying the product structure, read Getting Started with Product Structure, which
describes the basic concepts behind product structure and includes advanced information on how to use
and administer it.

To take full advantage of Service Manager, you should be familiar with the Teamcenter elements that
are used to define and present product structure and how to manage multiple product views. Product
structures are not created or modified in Service Manager, but these structures are used as the
definition for the as-maintained structure.

Service Manager as-maintained management elements

Element Description

As-maintained structure The representation of a physical configuration of a manufactured

product evolving through its serviceable lifetime. A single neutral
structure can result in many as-maintained structures, one for each
physical asset. The as-maintained structure contains additional asset-
specific information and records authorized differences from the
product definition and captures characteristics and the history of the
structural changes as it evolves over time.

Characteristics definition Information related to a neutral part that is important for service
organizations maintaining assets. You can create characteristic
definitions that contain information to be measured against the
physical part, such as how long a product has been in use. You can
also create characteristic definitions that contain data to be
measured against a physical part, such as temperature or oil
pressure.

Deviation document A document that authorizes the installation of a physical part which
is a deviation from the design structure.

Deviated physical part A physical part installed in a physical structure which is not the
preferred part or designated as a valid alternate or substitute to the
preferred part.

Deviation workflow The process flow, reviewer’s list, and business validations required to
route a deviation document for review and approval.

Disposition Defines whether the physical part is in an operational or a

nonoperational state. For example, the part disposition can be an
operational disposition such as In-Service or a nonoperational
disposition such as In-Repair.

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Element Description

Log book A collection of log entries recorded against a specific physical asset. A
physical asset may have more than one associated log book.

Log entry A record of data collected about a physical asset and recorded by a
certain person at a certain time. The log entry is associated to a
single asset but may record characteristic values for several
components within that asset.

Lot Group of physical parts controlled by the same number. A lot number
is similar to a serial number. The difference between the two is that
the same lot number can identify multiple physical parts, but no
more than the total number of physical parts specified by the lot size.

Lot part Physical part or assembly identified by a lot number.

Neutral part An item defined in the neutral structure representing a part

definition. It can be a part object or any other item type configured as
a valid neutral item type in the Business Modeler IDE.

Neutral structure A hierarchy of neutral parts representing the asset independent

product definition structure, such as the manufacturing or design
structure.

Part logistics data Information added to the neutral part that will support the realization
of physical parts in Service Manager or as-maintained representations
of the product. For example, part logistics data determines whether
the part is traceable, serialized, or lot. Part logistics data is added to
each neutral part using the Part Logistics Form.

Physical location An area where physical parts are stored. A location can be a site,
region, inventory, customer, contractor, or shop.

Physical part The representation of a built or manufactured physical asset realized

from the neutral part. The physical part captures the asset
information such as its serial number, manufacturer, lot number. It
also inherits the part number from the neutral part from which it is
realized.

Physical structure A structure composed of physical parts.

Physical realization The relation between a physical part and the neutral part revision
that it was realized from.

Serial number generator A number generator that can be configured on a neutral part to
create serial numbers for every instance of a physical part. You can
set characteristics for the serial numbers, such as a prefix, suffix, the
number increment, and the maximum number of characters in the
serial number. During the instantiation of the physical structure from
the neutral structure, you can choose to automatically assign the
serial numbers to the newly created physical parts.

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Element Description

Serialized part Approved product structure that includes part information.

Usage Defines the position that the physical part occupies within the as-
maintained structure.

Service Manager service event management elements

Service event management is available only if you have installed and obtained the proper license for the
Service Event Management extension for Service Manager.

Element Description

Activity entry value A characteristic definition value logged to a service event to capture
life, date, or observation characteristics for the associated physical
part. Characteristic definitions are defined on the neutral structure.

Fault code An identifier that indicates an itemized fault or problem that a

manufacturer has identified with a part. Physical parts can also report
fault codes as a result of internal diagnostics.

Part movement A record of each physical part that is installed or uninstalled as a

result of a service event. Each installation or uninstallation of a
physical part must have a unique part movement record.

Service discrepancy An irregularity or observation discovered with regard to maintenance

of a physical part. Discrepancies can also identify if there was a
failure with the physical part.

Service event Informational data that is captured as a result of service activity that
is performed by an external source.

Service group Collection of service events and service discrepancies used to

organize the service records of one or more physical parts.

Search for Service Manager objects

You can search for the following Service Manager objects using advanced search:

• MRO Asset Group

• MRO Date Characteristics
• MRO Deviation Document
• MRO Disposition Types
• MRO Fault Code
• MRO Item
• MRO Life Characteristics
• MRO Log Book

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• MRO Lot
• MRO Observation Characteristics
• MRO Physical Location
• MRO Physical Part
• MRO Serial Number Generator
• MRO Service Discrepancy
• MRO Service Event
• MRO Service Group
• MRO Service Group and Event

1. Choose Advanced from the quick Search menu at the top of the navigation pane.

2. On the Search pane toolbar, click to select a search type.

3. Click More to display the system defined searches.

4. Under System Defined Searches, select the object you want to search for.

5. Click OK.

The dialog box that contains the object properties appears.

6. Type the values for the object properties that you want to search for.

7. Click the button to search.

Basic tasks for using Service Manager

The basic tasks for using Service Manager are:

1. Configuring Service Manager by setting global and business object constants, LOVs, and
preferences.

2. Creating the neutral structure definition.

3. Generating the physical structure from the neutral structure.

4. Setting up and configuring the physical structure.

5. Recording service done on the physical structure.

6. Evolving and managing the physical structure.

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Service Manager process task flow

The following graphic shows the Service Manager process task flow. The functionality for recording
service is available only if you have purchased and have a license for Service Event Management.

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© 2020 Siemens
2. Installing and configuring Service
Manager
Install Service Manager
As a system administrator, you must install and configure Service Manager using Teamcenter
Environment Manager (TEM). As the following figure shows, you install Service Manager on the server
and on the rich clients that use the application.

1. Start Teamcenter Environment Manager (TEM).

2. Select appropriate options until you reach the Features panel.

Note:
The configuration installed is dependent on the options that you choose in the Solutions
panel of the TEM installation windows, such as Corporate Server, Rich Client 2–Tier or Rich
Client 4–Tier, and Business Modeler IDE. You can also add any of the options available in
the Solutions panel from the Features panel.

3. In the Features panel, under Extensions, expand Service Lifecycle Management and select from
the following features.

Feature Description Prerequisite features

As-Maintained Installs the As-Maintained Teamcenter Foundation

Management Management functionality.

As-Built and As- Installs the operability functionality As-Maintained Management

Maintained between the As-Built Management
As-Built Management
Alignment and As-Maintained Management
applications. This functionality is

Service Manager, Teamcenter 13.0 PLM00170 13.0 2-1

Feature Description Prerequisite features

available only if you have

purchased and have a license for
As-Built Management and As-
Maintained Management.

Service Event Installs the Service Event As-Maintained Management

Management Management functionality. This
functionality is available only if you
have purchased and have a license
for Service Event Management.

4. If you want to configure your system using the Business Modeler IDE:

a. Click Next. Select appropriate options until you reach the Business Modeler IDE Templates
panel.

b. In the Business Modeler IDE Templates panel, select the following templates.

Template Description

Teamcenter Foundation Installs the Teamcenter Foundation template.

As-Maintained Management Installs the As-Maintained templates.

Service Event Management Installs the Service Event Management templates. This
template is available only if you have purchased and have
a license for Service Event Management.

As-Built and As-Maintained Installs the template for the operability functionality
Alignment between the As-Built Management and As-Maintained
Management applications. This template is available only
if you have purchased and have a license for As-Built
Management and As-Maintained Management.

5. Click Next.

Select appropriate options until you complete the installation.

Configuring Service Manager

The Teamcenter administrator configures Service Manager according to company needs and
organization requirements as shown in the following figure.

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You can configure:

• Service Manager preferences.

• Global and property constants that control part logistics information, define part usage properties,
and set a default disposition.

• Business object constants that identify neutral item types and physical part types.

• Naming rules for occurrences.

• Lists of values (LOVs) that define physical location types, deviation authority documents, and status
lists. The Service Event Management extension for Service Manager also provides LOVs to define
service information, such as type of service, severity of a service discrepancy, and the new neutral
part class to use when creating a part movement.

• Workflows.

Note:
As a best practice, use command suppression to limit the use of the rebase command to Service
Lifecycle Management super users.

You use the Business Modeler IDE to configure global and property constants, business object constants,
naming rules, and LOVs. An administrator creates and configures a custom template based on the As-
Maintained Management, Service Event Management, or another template. You must deploy the
custom template after making the changes.

Service Manager, Teamcenter 13.0 PLM00170 13.0 2-3

Setting Service Manager preferences

As an administrator or Teamcenter user, you can set the Service Manager preferences according to your
needs. Preferences are special environment variables stored in the Teamcenter database and are read
during Teamcenter application usage.

Setting Service Manager global and property constants

Global constants provide consistent definitions that can be used throughout the system. These
constants have only one value, either the Default value or the value you set. You use the Business
Modeler IDE to configure the global constants in a custom template that you define. You must deploy
the custom template after making the changes.

You can configure the following Service Manager global constants:

• AutoCreatePartLogisticsForm
Set this value to automatically create part logistics forms and relate them to a neutral item.

• PartLogisticsFormNamePrefix
Set this value to automatically create a prefix in part logistics form names.

• PhysicalPartDefaultDisposition
Set this value to the default disposition for physical parts.

• UsageAttributeName
Set this value to the property of PSOccurrence that is to contain the value for the generated physical
part's usage.

• ReuseAuthorizedDeviation
Set this value to reuse an authorized deviation information when duplicating physical structures.

You can configure the following Service Manager property constant:

• InitialValue
Set this value to set the defaults for the properties of the part logistics form.

Set up automated creation of part logistics forms

As an administrator, you can set the AutoCreatePartLogisticsForm global constant to true to configure
part logistics forms to be automatically created and related to a neutral item during creation. The part
logistics form is related to the neutral item with a References relation.

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Example:
Because a part object by default is classified as a neutral item, a part logistics form is automatically
created and related to a newly created part.

Global constant Default value

AutoCreatePartLogisticsForm True

Define default values for part logistics form

As an administrator, you can set the defaults for values contained in the part logistics form by setting the
property constant InitialValue for any of the properties of the PartLogisticsForm business object.

Example:
You may want to set the InitialValue for the IsSerialized property to True, to require all physical
parts to have a serial number on one system, but not on another system.

Define part logistics form name prefix

As an administrator, you can set the PartLogisticsFormNamePrefix global constant to a prefix that is
used for part logistics form names.

Example:
Because a part object by default is classified as a neutral item, a part logistics form is automatically
created and related to a newly created part.

Global constant Default value

PartLogisticsFormNamePrefix NULL

Define default disposition

As an administrator, you can set the PhysicalPartDefaultDisposition global constant to a default

disposition for the physical parts when generating an as-maintained structure. You must set a value for
this global constant before using Service Manager.

Example:
You may want to set the PhysicalPartDefaultDisposition global constant to In-Repair.

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ReuseAuthorizedDeviation True

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Setting Service Manager business object constants

Business object constants provide default values to business objects that define the behavior for a
specific business object. Because these constants are attached to business objects, they are inherited,
just like properties. These constants have only one value, either the default value or the value you set.
You use the Business Modeler IDE to configure the business object constants in a custom template that
you define. You must deploy the custom template after making the changes.

You can configure the following as-maintained business object constants:

• IsSLMNeutralType
Set this value to automatically configure which items are defined as neutral items.

• PhysicalPartTypeForCreate
Set this value to the physical part type created from a neutral item.

Identify neutral item types

As an administrator, you can set the IsMRONeutralType business object constant to true to configure
which items are defined as neutral items. Physical parts are only generated from neutral items.

Example:
Because IsMRONeutralType is false for the document business object, physical parts cannot be
generated from documents.

Business object constant Default value

IsMRONeutralType false for business object item

IsMRONeutralType true for business object part

Define physical part types

As an administrator, you can set the PhysicalPartTypeForCreate business object constant to represent
the physical part type that is generated from a neutral item.

Example:
You may want to a create new neutral item called Aircraft to represent an aircraft assembly and a
new physical part subtype called PhysicalAircraft to represent a physical aircraft assembly. If you
set the PhysicalPartTypeForCreate business object constant to PhysicalAircraft for the neutral

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item Aircraft, the physical part is set to the type PhysicalAircraft when the as-maintained
structure is generated.

Business object constant Default value

PhysicalPartTypeForCreate Physical Part for business object item

Setting up Service Manager naming rules

As an administrator, you can create naming rules that define the data entry format for a business object
property. A naming rule consists of rule patterns and a counter. Before creating a naming rule, you
should be familiar with the pattern and counter formats. After you create a naming rule, you must
attach it to the business object property. You use the Business Modeler IDE to create the naming rules in
a custom template that you define. You must deploy the custom template after making the changes.

You can configure the following Service Manager naming rules:

• Automatically name occurrences

You can optionally create a naming rule and attach it to the business object property
occurrence_name for the PSOccurrence business object. This rule automatically names occurrences
when a Teamcenter user chooses the Name Occurrence command. The naming rule can also be
based on conditions.

Setting Service Manager lists of values

Setting Service Manager lists of values (LOVs)

As an administrator, you can set LOVs located in the LOV folder in the Extensions view in the Business
Modeler IDE. LOVs are commonly accessed by Teamcenter users from a menu at the end of a data entry
box. After you create a list of values, you must attach it to a property on a business object. You use the
Business Modeler IDE to set the LOVs in a custom template that you define. You must deploy the custom
template after making the changes.

You can configure the following Service Manager global LOVs:

• MRO Valid Deviation Status List

Set this list of values to configure the approved status list for deviations.

• MRO Deviation Authority List

Set this list of values to configure items used to authorize a deviation.

• Physical Location Type

Set this list of values to define physical location types that are used when creating a physical location.

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Additional LOVs are also available in the Service Event Management template available with the
Service Event Management extension for Service Manager. The Service Event Management extension
for Service Manager is a separately-licensed option.

If you have installed the Service Event Management extension for Service Manager and have obtained
the appropriate license, you can configure the following Service Event Management LOVs:

• MRO Transaction Types

This list of values defines the type of service performed on a physical part. This LOV is not editable,
but contains values for the following LOVs. The values for the SLM Transaction Types LOV correspond
to the Category attribute available when you create a service event.

• sem_inspection_types
Set this list of values to define the type of inspection performed on a physical part.

• sem_overhaul_types
Set this list of values to define the type of overhaul performed on a physical part.

• sem_repair_types
Set this list of values to define the type of repair performed on a physical part.

• sem_other_types
Set this list of values to define the type of work performed on a physical part that is not an
inspection, overhaul, or repair.

• MRO Severity
Set this list of values to define service discrepancy severity levels.

• MRO New Part Class

Set this list of values to define the type of neutral part to use when creating a new part movement.

Define valid deviation status list

As an administrator, you can set the MRO Valid Deviation Status List LOV to the list of status values
needed on the deviation authority to validate the authorized installation of a deviated part. The deviated
authority item must be at the approved status before a deviated physical part can be installed.

Example:
You may want to include an additional status value such as Complete to validate a deviation.

LOV Description Default value

MRO Valid Specifies the list of status values needed on TCM Released
Deviation the deviation authority to validate the
Status List authorized installation of a deviated part.

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Define deviation authority list

As an administrator, you can set the MRO Deviation Authority List LOV to the list of item classes used
to authorize a deviation.

Example:
You may want to use a manufacturing document in addition to a deviation document to authorize
deviations. If you have installed Service Event Management, ServiceEvent is a valid deviation
authority.

LOV Default values Description

MRO Deviation Authority DeviationDoc Deviation document

List

Cm0DevRqst Deviation request

• Repair type

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As an administrator, you can set the sem_repair_type LOV to define specific types of repair service
performed on a physical part. The sem_repair_type LOV is a subset of the MRO Transaction Type
LOV.

LOV Description Default value

sem_repair_types Specifies the type of repair Repair

service performed on a
physical part.

Define service discrepancy severity

As an administrator, you can set the MRO Severity LOV to a list of valid severity levels for a service
discrepancy.

Note:
The following LOV is not available unless you have installed the Service Event Management
extension for Service Manager and have the appropriate license.

LOV Description Default values

MRO Severity Specifies the severity level of a Critical

service discrepancy.
Major
Minor

Define neutral part class for a part movement

As an administrator, you can set the MRO New Part Class LOV to a list of valid types of neutral part
classes to use when creating a part movement.

Note:
The following LOV is not available unless you have installed the Service Event Management
extension for Service Manager and have the appropriate license.

LOV Description Default value

MRO New Part Class Specifies the type of neutral part Part
class to use when creating a new
part for tracking part movement.
The value used for this LOV must be
a valid SLM neutral part, so

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LOV Description Default value

IsMRONeutralType business object

constant must be set to true.

Configuring Service Manager workflows

As an administrator, you can configure the following workflows to support your Service Manager
installation:

• Deviation workflow
The TCM Release Process workflow is provided with the Teamcenter Foundation feature. You can
configure this workflow or create your own to set up the process flow, reviewers, and business
validations required to route a deviation document for review and approval.

• Release workflow
The Release As-Maintained Structure workflow is provided with Service Manager. You can configure
this workflow or create your own to set up the process flow, reviewers, and business validations
required to release an as-maintained structure.

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© 2020 Siemens
3. Creating neutral structures
Creating neutral structures
The neutral structure is the item or part structure representing the asset-independent product definition
structure. It provides the basis for the physical structure that is generated from the neutral structure. The
neutral structure can be created with Structure Manager, Multi-Structure Manager, or imported from
your CAD system.

You can populate the neutral structure in a way that is useful for servicing your physical assets. After
populating the neutral structure, you can attach other items or datasets to these neutral structure
elements. For example, you can attach documents such as design documents, specifications, and
service bulletins.

As shown in the figure, the neutral structure tasks include:

• Creating the product structure with valid global alternate and substitute parts by a user such as a
design engineer.

• Creating and managing the part logistic data by a user such as a logistics engineer. Part logistics data
includes information such as serial and lot definitions and part usages.

• Creating the characteristic definitions by a user such as a logistics engineer.

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Creating product structures

A user such as a design engineer creates the neutral product structure as well as any substitute or global
alternate parts. The following figure shows the product structure tasks.

A neutral structure is the product structure that you create with Structure Manager, Multi-Structure
Manager, or import from your CAD system. The product structure, is sometimes referred as the bill of
materials (BOM).

The following figure shows an example of a neutral structure for a bearing housing assembly.

Teamcenter allows you to view an indented listing of the assemblies and piece parts that comprise the
product structure; the indenting allows you to interpret the relationship between the assemblies and
piece parts. The physical structure is generated from the neutral structure.

You can specify global alternates of a component, one of which is designated as the preferred global
alternate. Global alternates may be used in any product and are not defined in the context of a particular
assembly. Global alternates do not require an authorized deviation when installed as a alternate physical
part in the as-maintained physical structure.

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You can also specify substitute components, which are components that can be used interchangeably
within an occurrence, typically for manufacturing purposes. The preferred substitute is displayed in the
structure. In contrast with global alternates, substitutes may only be used in the context of a particular
assembly. Substitute parts do not require an authorized deviation when installed as a substitute physical
part in the as-maintained physical structure.

Creating neutral structures

You must create the neutral structure before you can generate the as-maintained physical structure.
After you create the structure, you modify it as necessary to reflect any changes to the product design.

Note:
Do not add physical parts to neutral structures in Structure Manager, Multi-Structure Manager, or
other BVR applications. Active Workspace cannot handle these types of structures and will produce
an error when trying to view them.

The following bill of material is an example of a neutral structure.

BH001/A;1–BH Assembly (view)

BH012/A;1–Blade Front
BH013/A;1–Blade Rear
BH014/A;1–Shaft
BH015/A;1–Heat Shield
BH016/A;1–B Housing
BH017 /A;1–Cover Ring
BH018 /A;1–Piston
BH019/A;1–Journal Bearing X 2
BH020A;1–Retaining Ring

Defining global alternates

A global alternate part is interchangeable with another part in all circumstances, regardless of where the
other part is used in the product structure. A global alternate applies to any revision of the part and is
independent of any views.

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Note:
A global alternate part does not require an authorized deviation when installed as an alternate
physical part in the as-maintained physical structure.

Defining substitute parts

A substitute part is a part that is interchangeable with a particular component in an assembly.

Substitutes are often defined for manufacturing purposes, allowing use of the substitute if the preferred
part is unavailable, for example, due to a stock shortage.

Note:
A substitute part does not require an authorized deviation when installed as a substitute physical
part in the as-maintained physical structure.

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Creating and managing part logistics data

Part logistics data is the logistical information defined for a neutral structure that is used by the
generated physical structure. Part logistics data includes information such as serial and lot definitions
and part usages. A user such as a logistics engineer populates the part logistic data before the as-
maintained physical structure is generated. The following figure shows the part logistic data tasks.

You can create and manage part logistics data by:

• Creating and managing part logistics forms attached to the neutral part.

• Overriding part logistics data in the context of a structure.

• Creating lot definitions for the neutral part used for the generated physical part.

• Creating serial number definitions for the neutral part used for the generated physical part.

• Defining occurrence information for the neutral part that is the part usage for the generated physical
part.

Managing part logistics forms

What is a part logistics form?

The part logistics form contains some of the logistical information required for the neutral part. It must
be attached to the neutral part item using a References relation to generate a physical part.

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Note:
The part logistics form is automatically created and attached to a valid neutral item during neutral
item creation if the AutoCreatePartLogisticsForm global constant is true. If this constant is false,
you must manually create and attach part logistics forms to the neutral parts that generate
physical parts.

Property Definition Default

Traceable Defines if a physical part will be generated from the neutral true
part.

Serialized Defines if a physical part requires a serial number. false

Lot Defines if a physical part requires a lot number. false

Rotable Defines if a physical part can be easily repaired. false

Consumable Defines if a physical part can be used and discarded. false

Preserve Defines if one physical part with the quantity defined can false
Quantity represent a multi quantity neutral part.

Life Limited Defines if a physical part has a finite life. false

Manually create a part logistics form

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1. From the navigation pane, click My Teamcenter.

2. Locate the neutral part you want to create a part logistics form for.

3. Select the neutral part and choose File → New → Form.

4. Select Part Logistics Form from the list of forms.

5. Enter the following information for the new form.

Field name Definition Valid values

Name Name for the part logistics form. Alphanumeric (1–128

characters)

Description Description of the new form Alphanumeric (1–240

(optional). characters)

6. Click OK or Apply to create the new form. Click Cancel to exit without creating a new form.

The part logistics form is related to the neutral part with a References relation.

Note:
If you created the part logistics form without selecting the neutral part, you must relate the form
to the neutral part.

Display part logistics form properties

To view the part logistics form properties using the Properties dialog box:

1. From the tree pane or Details table, select the part logistics form that you want to display.

2. Double-click the part logistics form associated to the neutral part.

The properties are displayed.

To view the part logistics form properties using the Viewer pane:

1. Select the part logistics form.

2. Click the Viewer tab.

The system displays the properties of the part logistics form in the Viewer pane.

Edit part logistics form properties

1. From the tree pane or Details table, select the part logistics form that you want to display.

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2. Double-click the form to display the properties.

3. Click Checkout and Edit.

4. Modify the form property values, as required.

5. Click Save and Check-In or Save.

Edit part logistics data

You edit part logistics data in Service Manager by selecting the BOM line for the neutral part and
changing the cell data containing the part logistic value. You can also change part logistics data by
editing the part logistic form properties.

The following part logistic values can be changed using Service Manager:

• Serialized

• Traceable

• Lot

• Consumable

• Rotable

• Preserve Quantity

1. Open the neutral structure in the Service Editor view by one of the following methods:

• From the navigation pane, click Service Manager, then from the Service Editor view, click
Open by Name .

• If you are viewing the structure in the Structure Manager view, right-click the structure parent
and choose Send to → Service Manager.

2. From the Service Editor view, select the BOM line containing the neutral part.

a. Double-click the cell containing the part logistics value.

b. Double-click the cell containing the part logistics value and type the new value.

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Override part logistics data in context

You can override part logistics data in the context of the top-level or lower level neutral structures. For
example, you may not want a physical part to be generated in the context of a specific neutral structure.
To do this, you set the neutral structure in context and override the Traceable value from Y, which is
true, to N, which is false for that neutral part in the structure.

The following part logistic values can be changed in the context of a neutral structure:

• Serialized

• Traceable

• Consumable

• Rotable

• Preserve Quantity

• Life Limited

Note:
The part logistic value Lot cannot be changed in the context of a neutral structure.

1. Open the neutral structure in the Service Editor view.

2. From the Service Editor view, select the BOM line containing the top-level or lower level parent.

3. Right-click and choose Toggle in-Context Mode to set the structure in context.

4. From the Service Editor view, select the BOM line containing the neutral part.

• To override the Traceable value, double-click the Traceable cell. Type the new value.

• To override the Serialized value, double-click the Serialized cell. Type the new value.

Note:
A serial number generator may never be assigned to a non serial part even though it may
be marked serialized in context.

• To override the Consumable value, double-click the Consumable cell. Type the new value.

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• To override the Rotable value, double-click the Rotable cell. Type the new value.

• To override the Preserve Quantity value, double-click the Preserve Quantity cell. Type the new
value.

• To override the Life Limited value, double-click the Life Limited cell. Type the new value.

Defining parts for tracking

To track physical parts, you must set the Traceable value to true to generate physical parts from neutral
parts. The value can be changed in the part logistics form.

Note:
Physical parts are not generated for traceable neutral parts that are children of nontraceable parts.

Create a lot definition

A lot contains a group of physical parts controlled by the same lot number. You can define the maximum
number of parts that a lot can contain. Based on this information, you can assign lot numbers to the
physical parts that make up the as-maintained physical structure. The lot usage value increments for
every physical part assigned to that lot. When the lot usage is more than the maximum number of parts
available, the lot cannot be used further. You can also define an expiration date for the lot. For example,
you can store parts from a particular manufacturer in a lot that is identified by a lot number. You can
then use this lot number to track the parts that belong to that particular manufacturer.

Note:
Lots can be assigned only if the part logistics lot property is true for the neutral part.

1. Open the neutral structure in the Service Editor view.

2. From the Service Editor view, select the BOM line containing the neutral part.

3. Right-click and choose New → Lot.

The New Lot dialog box appears.

4. Enter the following information for the new lot.

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Field name Definition Valid values

Lot Number Unique lot ID number Alphanumeric (1–32

characters)

Manufacturer's ID Lot manufacturer ID Alphanumeric (1–128

characters)

Lot Size Number of items in the lot Integer

Note:
If you set the lot size value to
0 (zero) or leave it blank, the
lot size is set to infinite.

Expiration Date Lot expiration date Click the Set Date button
and select a date from the
calendar.

5. Click OK to create the lot under the New Stuff folder. Alternatively, click Cancel to exit.

Newstuff
BH020–01/RRLot01 Lot

Create a serial number generator

Serialized physical parts have a unique serial number for a given Manufacturer's ID. For example, you
may have two engines with the same serial number but are manufactured by different companies.

You can type the serial number for the physical part or you can optionally create a serial number
generator. The serial number generator is defined for the neutral parts and automatically assigns the
serial numbers to the newly created physical parts in the as-maintained physical structure.

Note:
Serial numbers can be assigned only if the part logistics serialized property is true for the neutral
part.

1. Open the neutral structure in the Service Editor view.

2. From the Service Editor view, select the BOM line containing the neutral part.

3. Right-click and choose New → Serial Number Generator.

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The New Serial Number Generator dialog box appears.

4. Enter the following information.

Field name Definition Valid values

Series Prefix Prefix for the generated serial Alphanumeric (1–32

number. characters)

Series Suffix Suffix for the generated serial Alphanumeric (1–32

number. characters)

Series Current Starting numeric value for the Integer

generated serial number.

Series Maximum Maximum numeric value for the Integer

generated serial number.

Increment Increment between the generated Integer

serial numbers.

Series Characters Number of characters for the Integer

generated serial number. Numeric
values are preceded by zeros to
meet the character limit.

5. Click OK to create the serial number generator under the New Stuff folder. Alternatively, click
Cancel to exit.

Newstuff
BH014–nn-Shaft Serial number generator

Set or unset generic serial number generator

Set a generic serial number generator

1. Search for an existing serial number generator.

2. Right-click the desired serial number generator and select Set As Generic Serial Number
Generator.

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If a generic serial number generator is already set, it is now replaced.

Unset a generic serial number generator

1. Search for an existing serial number generator.

2. Right-click any serial number generator and select Unset Generic Serial Number Generator.

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Note:
Selecting a generic serial number generator that is already set makes the Unset As Generic
Serial Number Generator option available.

Define part usage

The usage of a physical part in an as-maintained structure defines the position that the physical part
occupies within the structure. You define the usage of a physical part by:

• Entering a value for the neutral structure occurrence property used to define the physical part usage.
This can be defined by the UsageAttributeName global constant. The default property is set to
occurrence_name.

• Defining a naming rule to auto name the occurrences. The occurrence_name property can only be
used if a naming rule for occurrences has been created.

1. Open the neutral structure in the Service Editor view.

2. From the Service Editor view, select the BOM line containing the neutral part.

3. • If you use an occurrence naming rule:

Right-click and choose Name Occurrence.

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• If you do not use an occurrence naming rule:

Double-click the Occurrence Name cell and type the usage value.

Note:
The occurrence_name property is the default property used to set the usage for the
physical part. The ref_designator or seq_no properties can be used only if the
UsageAttributeName global constant is set to one of those values.

Creating characteristic definitions

What is a characteristic definition?

A characteristic definition is information related to a neutral part that is important for service
organizations maintaining mission critical assets. You can create characteristic definitions that contain
information such as how many hours a part has been used, the date the asset was put into commission,
or the operating temperature of the part.

As the following figure shows, you can create characteristic definitions that define life, date, and
observation characteristics for a physical part. You can also create derived characteristics which are
characteristics values that are calculated by the system based on formulas or expressions. Only life and
observation characteristics can be defined as derived characteristics by specifying the evaluation
expression.

The characteristic definitions must be assigned to the neutral part. The generated physical part inherits
the characteristic definitions that are used for recording utilizations.

Creating characteristic definitions

• Life characteristic definition

A life characteristic defines the individual characteristics that measure the life of a physical part and
are cumulated each time they are updated during the life of the physical part. Life characteristics can

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be propagated throughout an entire physical structure providing the child physical parts share the
same life characteristic definitions.

• Date characteristic definition

A date characteristic defines a date when a specific action occurred on a physical part.

• Observation characteristic definition

An observation characteristic defines the operational characteristics observed about a physical part.

Create a life characteristic

A life characteristic defines the individual characteristics that measure the life of a physical part.

Example:
You may want to track the number of landings for an aircraft using a life characteristic. When the
number of landings reaches a specific value, scheduled maintenance on the aircraft is performed.

1. From the navigation pane, click Service Manager.

2. Choose one of the following methods:

• Select a folder where you want to create the new life characteristic.

• Select one or more neutral parts from your home folder or from the Service Editor view where
you want to assign the life characteristic.

3. Choose File → New → Life Characteristic.

The New Life Characteristic dialog box appears.

4. Enter the following information for the life characteristic.

Field name Definition Valid values

Characteristic Name of the life characteristic Alphanumeric (1–128

Name characters)

Unit Unit of measure for the recorded Alphanumeric (1–128

value characters)

Precision The number of decimal places Integer

5. In the Derived Expression box, type the expression or formula for the derived characteristic or
click the button to use the wizard.

6. Click OK to create the life characteristic. Alternatively, click Cancel to exit.

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Create a date characteristic

A date characteristic defines the a date when a specific action occurred on a physical part.

Example:
You may want to capture the commission date or warranty date of a physical part.

1. From the navigation pane, click Service Manager.

2. Choose one of the following methods:

• Select a folder where you want to create the new date characteristic.

• Select one or more neutral parts from your home folder or from the Service Editor view where
you want to assign the date characteristic.

3. Choose File → New → Date Characteristic.

The New Date Characteristic dialog box appears.

4. Enter the following information for the date characteristic.

Field name Definition Valid values

Name Name of the date characteristic Alphanumeric (1–128

characters)

5. Click OK to create the date characteristic. Alternatively, click Cancel to exit.

Create an observation characteristic

An observation characteristic defines the operational characteristics observed about a physical part.

Example:
You may want to record any cracks or record the operating temperature for a specific physical part.
When the gap distance or operating temperature exceed certain values, maintenance must be
performed.

1. From the navigation pane, click Service Manager.

2. Choose one of the following methods:

• Select a folder where you want to create the new observation characteristic.

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• Select one or more neutral parts from your home folder or from the Service Editor view where
you want to assign the observation characteristic.

3. Choose File → New → Observation Characteristic.

The New Observation Characteristic dialog box appears.

4. Enter the following information for the observation characteristic.

Field name Definition Valid values

Characteristic Name of the observation Alphanumeric (1–128

Name characteristic characters)

Unit Unit of measure for the recorded Alphanumeric (1–128

value characters)

Precision The number of decimal places Integer

5. In the Derived Expression box, type the expression or formula for the derived characteristic or
click the button to use the wizard.

6. Click OK to create the observation characteristic. Alternatively, click Cancel to exit.

Create a derived characteristic

Derived characteristics values are calculated by the system based on formulas or expressions. You can
use existing life or observation characteristics when you define the formula for the derived
characteristic.

Note:
Derived characteristics are not propagated.

Example:
An aircraft engine can have different life characteristics, such as in-flight usage and number of
landings, while in use. The actual life of the engine is a combination of these values based on
some predefined formulas. You can define a formula to calculate the derived life characteristic
value based on the two base life characteristic values that you provide. The derived life
characteristic value can then be used for calculating maintenance schedules.

1. From the navigation pane, click Service Manager.

2. Create a new life or observation characteristic and fill in the required fields.

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Note:
If you want to use a life or observation characteristic in the formula for the derived
characteristic, you must create those characteristics before defining the derived
characteristic.

3. In the Derived Expression box, choose the following methods:

• Type in the expression or formula for the derived characteristic.

• Click the button.

The Expression dialog box appears.

a. Enter the following information.

Field name Definition Action

Characteristics Names of existing Click the button and select the life or
life or observation observation characteristic you want to
characteristics you use in the expression. Click Append to
wish to use in the append the characteristic definition in
formula for the the Derived Expression box.
derived expression.

Operations The Boolean Click the button and select one of

operation you want the following operations to use in the
to use in the expression:
expression.
• Select + for addition

• Select – for subtraction.

• Select * for multiplication.

• Select / for division.

• Select ( or ) to group expressions.

Click Append to append the operation

in the Derived Expression box.

Derived Expression The derived Click Append next to the

expression is used Characteristics and Operations boxes
for the derived to create your expression or type those
characteristic. values and any other values needed to
complete the expression.

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b. Click OK to create the derived characteristic.

4. Click OK to create the life or observation characteristic using the derived characteristic.

Assign characteristics to a neutral part

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the characteristic definition in your home folder.

3. Right-click and choose Copy.

4. Select one or more neutral parts from your home folder or from the Service Editor view where you
want to assign the characteristic definition.

5. Right-click and choose Paste.

Note:
If you are in the Service Editor view, you can also choose Paste Characteristics to assign the
characteristics.

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The characteristic definitions are related to the selected neutral parts, as shown below:

BH001–01–Bearing Housing Assembly

BH001–01/A;1–Bearing Housing Assembly
BH001
EngineHours
OperatingTemperature
LastInspectionDate

Update characteristic definition properties

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the characteristic definition.

3. Right-click and choose View Properties.

4. In the Properties dialog box, change the available properties.

5. Click OK or Apply to change the characteristic definition properties. Alternatively, click Cancel to
exit.

Delete a characteristic definition

You can delete a characteristic definition if it is not attached to a neutral part.

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the characteristic definition.

3. Choose Edit → Delete.

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© 2020 Siemens
4. Generating as-maintained physical
structures
Generating as-maintained physical structures
A user such as a production planner generates the as-built physical structures.

Generating as-maintained physical structures tasks

A physical structure refers to an asset's product structure information. Each asset that your organization
manufactures or owns can be represented by one physical structure. An as-maintained physical
structure evolves as the asset changes over time. This physical structure contains other traceable
physical parts that represent the subassemblies and components that make up the asset. Each physical
part within the structure links back to the neutral part that provides its engineering and logistics
definition. Part logistics information includes if a part is traceable and should be included in the physical
structure as well as if the part should have a recorded serial number, lot number, or both.

The following figure shows an example of a physical structure for a bearing housing assembly. In this
example, all the physical parts are serialized.

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An imprecise structural relationship exists between the as-maintained assembly and the components.
The physical parts are related back to the neutral parts with a PhysicalRealization relation.

Note:
Physical parts with a green background in the as-maintained structure belong to a precise neutral
structure.

The following tasks are required steps before generating an as-maintained physical structure:

• Creating the neutral structure and populating the part logistics information assigned to the neutral
parts.

• Defining disposition types by a user such as a logistics engineer.

• Managing the location structures by a user such as an operator.

A user such as a production planner can

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• Generate an as-maintained physical structure top down from the top-level neutral structure.

• Generate an as-maintained physical structure bottom up by installing physical parts at various levels
in the structure.

• Duplicate an as-maintained physical structure.

• Generate an as-maintained physical structure from an as-built physical structure if you have
purchased and have a license for both the As-Built Manager and the Service Manager (as-maintained)
applications.

• Generate an as-built physical structure from an as-maintained physical structure if you have
purchased and have a license for both the As-Built Manager and the Service Manager (as-maintained)
applications.

Defining disposition types

Create a disposition type

Disposition types are classified as operational or nonoperational depending on the state of the physical
part. As an administrator, you define the disposition types for physical parts. For example, you may want
to create a operational disposition type called Issueable and a nonoperational disposition type called In-
Repair.

A default operational disposition called In-Service is already predefined in the system.

1. From the navigation pane, click Service Manager.

2. Select a folder where you want to create the new disposition.

3. Choose File → New → Disposition Type.

The New Disposition Type dialog box appears.

4. Enter the following information for the new disposition type.

Field name Definition Valid values

Disposition Value Name of the disposition type. Alphanumeric (1–128

characters)

5. Select the Operational check box to specify the physical part is serviceable in the new disposition
state.

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6. Select the Is Active check box to specify the disposition is an active disposition type and can be
used as a valid disposition type when generating an as-maintained structure.

7. Click OK to create the new disposition type. Alternatively, click Cancel to exit.

Emphasize the new In-Repair disposition is not an operational disposition since the operational check
box is not selected.

Update disposition type properties

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the disposition type.

3. Right-click and choose View Properties.

4. In the Properties dialog box, change the available properties.

5. Click OK or Apply to change the disposition type properties. Alternatively, click Cancel to exit.

Delete a disposition type

You can delete a disposition if it is not referenced by a physical part.

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the disposition type.

3. Choose Edit → Delete.

Managing physical location structures

A physical location is an area where physical parts are stored. A location can be a site, region, inventory,
customer, contractor, or shop. Locations can be of various types and as an administrator, you define
location types based on your requirements. You can relate locations to one another because of their
structured nature. The locations are assigned to the physical parts when you create the as-maintained
structure. You must set preferred locations before generating the as-maintained physical structure.

The following figure shows an example of a location structure.

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The following location types are provided with the As-Maintained Management application:

• Contractor

• Customer

• In-Service

• Inventory

• Region

• Shop

• Site

You can define additional physical location types by configuring the Physical Location Type LOV.

Creating physical locations and location structures

Creating physical locations

You create physical locations and physical location structures according to your requirements and assign
the physical parts to the locations when creating the as-maintained structure. A location structure is
comprised of sublocations created in the context of a parent location.

You can optionally link a physical location to a defined company location. The physical location will
display the properties of the company location such as Street, City, and State.

Create a physical location

1. From the navigation pane, click Service Manager.

2. Select the folder where you want to create the location.

3. Choose File → New → Physical Location.

The New Business Object dialog box appears.

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4. Select Physical Location from the list and click Next.

5. Enter the following information for the physical location.

Field name Definition Valid values

ID Unique ID for the physical location Alphanumeric (1–128

(required). characters)
If blank, the ID is automatically
assigned.

Revision Revision for the physical location Alphanumeric (1–32

(required). characters)
If blank, the revision is
automatically assigned.

Location Name Name for the physical location Alphanumeric (1–128

(required). characters)

Location Type The type of physical location Types are defined by the
(required). Physical Location Type LOV.

Description Description of the physical location. Alphanumeric (1–240

characters)

6. Click Finish to create the physical location.

Create a physical location structure

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, click Open by Name to open the physical location where you
want to create the sublocation.

4. Select the physical location where you want to add the sublocation.

5. Choose File → New → Physical Location.

The New Business Object dialog box appears.

6. Select Physical Location and click Next.

7. Enter the following information for the physical location.

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Field name Definition Valid values

ID Unique ID for the physical location Alphanumeric (1–128

(required). characters)
If blank, the ID is automatically
assigned.

Revision Revision for the physical location Alphanumeric (1–32

(required). characters)
If blank, the revision is
automatically assigned.

Location Name Name for the physical location Alphanumeric (1–128

(required). characters)

Location Type The type of physical location Types are defined by the
(required). Physical Location Type LOV.

Description Description of the physical location. Alphanumeric (1–240

characters)

8. Click Finish to create the physical sublocation.

The sublocation is created under the parent location.

Fort Chesternn
Fort Chester Shopnn sublocation

Link a company location to physical location

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the company location you want to link to the physical location.

3. Right-click and choose Copy.

4. Select the physical location.

5. Right-click and choose Paste.

Physical Location Structure Street City

Fort Chesternn 200 Fort Chester Lane New York

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Set a preferred physical location

You must set a preferred location before generating the as-maintained physical structure. You can set
more than one preferred location.

1. Select the physical location by one of the following methods:

• From the navigation pane, click My Teamcenter.

• Select the physical location.

• Click Service Manager.

a. Choose Window → Show View → Service Editor.

b. From the Service Editor view, click Open by Name to open the physical location.

c. Select the physical location.

2. Right-click and choose Set Preferred Physical Location.

Unset a preferred physical location

1. Select the physical location by one of the following methods:

• From the navigation pane, click My Teamcenter.

• Select the physical location.

• Click Service Manager.

a. Choose Window → Show View → Service Editor.

b. From the Service Editor view, click Open by Name to open the physical location.

c. Select the physical location.

2. Right-click and choose Unset Preferred Physical Location.

Delete a location

You can delete a location if it has no sublocations or related physical parts.

1. From the navigation pane, click My Teamcenter or Service Manager.

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2. Select the physical location.

3. Choose Edit → Delete.

Remove a location

You can remove a sublocation from a location structure.

1. From the navigation pane, click Service Manager

2. Choose Window → Show View → Service Editor.

3. Select the physical location structure where you want to remove a sublocation.

4. Right-click and choose Show in Service Editor.

5. From the Service Editor view, select the physical sublocation line in the containing the parent
physical location.

6. Right-click and choose Remove.

Generate a partial or entire as-maintained structure (top down)

1. Open the neutral structure in the Service Editor view.

2. Configure the neutral structure by setting revision rules and/or variant rules.

3. From the Service Editor view, select the top-level part from the neutral structure.

4. Right-click and choose Generate As-Maintained Structure.

Teamcenter displays the Generate As-Maintained Structure dialog box.

5. Enter the following information.

Field name Definition Valid values

Serial Number Serial number for the generated Alphanumeric (1–128

physical part. characters)
This field is optional or unavailable
in the following situations:

• Optional if a serial number

generator is defined for the
neutral part.

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Field name Definition Valid values

• Unavailable if the Serialized

property is set to false in the
part logistics form that is
attached to the neutral part.

Lot Number Lot number for the generated Alphanumeric (1–128

physical part. characters)
You must first create the lot for
the neutral part.
The Lot list is unavailable if the Lot
property is set to false in the part
logistics form that is attached to
the neutral part.

Manufacturer's Manufacturer of the physical part. Alphanumeric (1–128

ID characters)
The Manufacturer's ID box is
automatically populated if you
entered a lot number.

Structure Context The name of the structure context Alphanumeric (1–128

Name used to store the neutral product characters)
configuration information.
The structure context name is
automatically named with the part
number of the neutral part. If the
part is serialized and you type the
serial number in the Serial
Number box, the structure context
name is automatically named
using part number/serial number.
You can use these values or type in
a new value.

Manufacturing Manufacturing date for physical Click the Set Date button
Date structure. The manufacturing date and select a date from the
must be before the installation calendar.
date.

Installation Time Installation date for physical Click the Set Date button
structure. The installation date and select a date from the
must be after the manufacturing calendar.
date.

Location Name The location of the physical part. Alphanumeric (1–128

characters)

Disposition Value Disposition of the physical part. Alphanumeric (1–128

characters)

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Field name Definition Valid values

Note:
If the
Disposition_Propagate_To_
Child preference is set to
true, the disposition is also
applied to the children parts
of the structure.

Number of Levels Number of levels to be generated Integer or All

for the physical structure. If you
want to generate physical parts for
the entire structure, type All in the
Number of Levels box.

Quantity Number of physical parts to Number

generate for the top-level part.
If it is a lot part, the quantity, if a
whole number, is deducted from
the lot. If the quantity is not a
whole number, it is not deducted
from the lot.
To set the quantity, the Preserve
Quantity property for the neutral
part must be set to true.

6. If you have defined a serial number generator for the neutral part, select the Use Serial Number
Generators check box to enable it. The serial number generator automatically creates serial
numbers for all the parts within the as-maintained physical structure that have defined serial
number generators. If you have defined a generic serial number generator, the serial number will
be created for the serialized parts for which the serial number generator is not defined, and you
will be informed that generic serial number generator is being used.

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7. Click OK to generate the as-maintained physical structure or click Cancel to exit.

The physical structure is generated from the neutral structure.

BH001–nn/MTrucknn–A
BH012-nn/A
BH013-nn/A
BH014–nn/SHnn–001–A
BH015-nn/A
BH016-nn/A
BH017-nn/A
BH018-nn/A
BH019–nn/JBnn–001–A
BH019–nn/JBnn–002–A
BH020–nn/A

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Build an as-maintained physical structure (bottom up)

You can build an as-maintained physical structure by installing existing physical parts in the structure.

View the neutral structure details

You can view the neutral structure and the structure context information from which the physical
structure is realized.

1. From the navigation pane, click Service Manager.

2. Click Open by Name to open the physical structure or part.

3. Select the physical structure parent part.

4. Right-click the physical part and choose Open with → Details.

The Details pane appears at the bottom and displays the neutral structure and context information
used to generate the physical structure.

5. In the Details pane, select the neutral structure.

6. Right-click and choose View Properties.

The properties of the neutral structure from which the physical structure is realized, are displayed.

7. Click Cancel to close the properties window.

8. In the Details pane, select the structure context.

9. Right-click and choose Send to → Multi-Structure Manager.

The neutral structure is displayed in Multi-Structure Manager. Multi-Structure Manager displays the
configured variants and options that were used when generating the physical structure.

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Duplicate an as-maintained structure

You can duplicate an as-maintained physical structure to create a copy of an existing physical structure.
The copied physical structure contains the installed alternate, substitute, deviated, and extra to design
parts from the original structure.

When you duplicate an as-maintained physical structure, the following occurs:

• The duplicate physical structure uses the same structure context as the original structure.

• The duplicate physical structure is validated for a unique serial number and manufacturing ID, if those
values are entered.

• The child parts of the duplicate physical structure inherit the manufacturing ID from the parent.

• The Part Used column for all the child parts of the duplicate physical structure is set to Missing
except in the following cases where the Part Used is set to Preferred:

• Parts that do not require a serial or lot number.

• Serialized parts that have a serial number generator.

• The deviated parts in the original structure are:

• Copied to the duplicate physical structure, if the ReUseAuthorizedDeviation global constant is set
to True, to reuse the same deviation.

• Ignored and the preferred parts are used in the duplicate physical structure, if the
ReUseAuthorizedDeviation global constant is set to False.

1. From the navigation pane, click Service Manager.

2. Click Open by Name to open the as-maintained physical structure or physical part that you
want to copy.

3. Select the top-level part from the physical structure if you want to duplicate the entire structure or
select the physical part if you want to copy only the physical part.

4. Choose File → Duplicate As-Maintained Structure or right-click the physical part and choose
Duplicate As-Maintained Structure.

5. In the Duplicate As-Maintained Structure dialog box, enter the following information.

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Field name Definition Valid values

Serial Number Serial number for the copied physical Alphanumeric (1–128 characters)
structure or part.
This field is unavailable if the original
physical structure or part did not
require a serial number.

Lot Lot number for the copied physical Alphanumeric (1–128 characters)
structure or part.
This field is unavailable if the original
physical structure or part did not
require a lot number.

Manufacturer's ID Manufacturer of the physical part. Alphanumeric (1–128 characters)

The Manufacturer's ID box is
automatically populated if you
entered a lot number.

Manufacturing Manufacturing date for physical Click the Set Date button and
Date structure. The manufacturing date select a date from the calendar.
must be before the installation date.

Installation Time Installation date for physical structure. Click the Set Date button and
The installation date must be after the select a date from the calendar.
manufacturing date.

Location Name The location of the physical part. Alphanumeric (1–128 characters)

Disposition Value Disposition of the physical part. Alphanumeric (1–128 characters)

Note:
If the
Disposition_Propagate_To_Chi
ld preference is set to true, the
disposition is also applied to the
children parts of the structure.

Number of Levels Number of levels to be generated for Integer or All

the physical structure. If you want to
generate physical parts for the entire
structure, type All in the Number of
Levels box.

Service Manager, Teamcenter 13.0 PLM00170 13.0 4-15

number generators. If you have defined a generic serial number generator, then the serial number
will be created for the serialized parts for which the serial number generator is not defined, and
you will be informed that generic serial number generator is being used.

7. Click OK to duplicate the physical structure or part.

Generate an as-maintained structure from an as-built structure

If you have purchased and have a license for the As-Built Manager application, you can generate an as-
maintained structure from an as-built structure. The as-built structure must be at a Released state.

1. From the navigation pane, click As-Built Manager.

2. Click Open by Name to open the released as-built physical structure.

3. Select the top-level part from the as-built physical structure.

4. Right-click and choose Generate As-Maintained Structure.

Teamcenter displays the Generate As-Maintained Structure dialog box.

5. Click Set Date and select a date from the calendar when the as-maintained structure was
created.

6. Choose the location where the physical parts are stored.

7. Choose the disposition of the physical part.

Note:
If the Disposition_Propagate_To_Child preference is set to true, the disposition is also
applied to the children parts of the structure.

8. Type the number of levels you want to generate for the physical structure in the Number of Levels
box. If you want to generate physical parts for the entire structure, type All.

9. Click OK to generate the as-maintained physical structure or click Cancel to exit.

Generate an as-built structure from an as-maintained structure

If you have purchased and have a license for the As-Built Manager application, you can generate an as-
built structure from an as-maintained structure. The as-maintained structure must be at a Released
state.

1. From the navigation pane, click Service Manager.

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2. Click Open by Name to open the released as-maintained physical structure.

3. Choose Window → Show View → Service Editor to open the Service Editor view.

4. From the Service Editor view, select the top-level part from the as-maintained physical structure.

5. Right-click and choose Generate As-Built Structure.

Teamcenter displays the Generate As-Built Structure dialog box.

6. Click Set Date to set the rebuild date.

7. Type the number of levels you want to generate for the physical structure in the Number of Levels
box. If you want to generate physical parts for the entire structure, type All.

8. Click OK to generate the as-built physical structure or click Cancel to exit.

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© 2020 Siemens
5. Setting up as-maintained physical
structures
Setting up as-maintained physical structures
A user such as production planner manages the as-maintained physical structure according to
organization needs and requirements as shown in the following figure.

You can set up and manipulate physical structures by:

• Updating physical part properties.

• Resolving missing parts by adding serial number, lot, or manufacturing information to the physical
part.

• Assigning lot numbers to physical parts.

• Renaming as-maintained physical parts.

• Installing and uninstalling physical parts from an as-maintained structure.

• Replacing physical parts in an as-maintained structure.

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-1

• Rebasing physical parts in an as-maintained structure.

• Deleting physical parts from an as-maintained structure.

• Implementing deviations.

• Releasing the as-maintained physical structure.

• Updating the released as-maintained physical structure.

• Updating as-built physical structures using Excel Live.

• Viewing untraced structures.

Resolving missing parts

After you generate the as-maintained structure, a Missing status for the Parts Used column occurs if
there is missing information for the child physical parts. Missing information may include a missing
serial number, lot number or manufacturer id for the physical part. When you enter the missing
information, the Parts Used column is automatically changed to Preferred.

A physical part has the Parts Used column set to Missing for the following conditions:

• The lot number is missing for a lot physical part.

• The serial number is missing for a serialized physical part.

• The manufacturer ID is missing for a nonserialized, nonlot part.

• The lot number or serial number is missing for a serialized lot part.

• The child physical part has been uninstalled from the physical structure.

Managing physical part properties

Update physical part properties

You can update a physical part using either Service Manager or My Teamcenter. The physical part
properties that can be updated are shown in the following table.

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Physical Part UID Unique UID for the Yes No

physical part. Once the
UID is assigned, it
cannot be edited again.

From My Teamcenter:

1. Search for the physical part.

2. Right-click the physical part in the results list and choose Edit Properties.

3. From the Checkout dialog box, click Yes to check out the physical part.

4. From the Edit Properties dialog box, modify the properties.

5. To save and check in the modified properties, click Save and Check-In.

From Service Manager:

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open By Name to open the physical structure or part.

4. Select the BOM line containing the physical part.

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-3

5. Double-click the attribute column and type the new value.

Assign a serial number

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or part.

4. Select the BOM line containing the physical part.

5. To add a serial number, double-click in the Serial Number column and type the serial number.
The serial property for the serialized physical part is assigned and the Part Used column is set to
Preferred.

Assign a manufacturer ID

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or part.
Select the physical part.

4. To add a manufacturer ID, double-click the Manufacturer's ID column and type the manufacturer
ID.
The manufacturer ID property is set for the physical part and the Part Used column is set to
Preferred.

Assign a lot number

In Service Manager, you can assign a lot number to a physical part or change a physical part lot number.

When you assign a lot number to a physical part, the physical part's manufacturer changes to the lot
manufacturer.

After you assign a lot number to a physical part, the lot usage property of the specified lot is also
updated. Lot usage is a property that tracks the number of physical parts associated to a specified lot.

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Note:
You must create a lot definition for the neutral part before you can assign a lot number to a
physical part.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or part.

4. Select the BOM line containing the physical part. Right-click and choose Assign Lot.

5. In the Assign Lot dialog box, select a lot number from the Lot Number list.

6. In the Quantity box, type the number of physical parts to assign to the lot.

If the part is a Preserve Quantity part, the quantity is checked against the expected quantity (the
quantity from the neutral structure and the nonmissing parts from the occurrence).

• If the quantity is the same as the expected quantity, Teamcenter assigns the lot and marks the
physical part as Preferred.
If the quantity is a whole number, it is deducted from the lot. If the quantity is not a whole
number, it is not deducted from the lot.

• If the quantity is less than expected, a missing part is generated with the remaining quantity.

• If the quantity is greater than expected, Teamcenter displays an error.

• If the identified (nonmissing) parts are installed under the selected missing part and the quantity
is not the expected quantity, Teamcenter displays an error.

• If you are assigning a new lot to the selected physical part that already has a lot assigned, the
quantity is not changed, only the lot information.

7. Click OK.

The lot property for the physical part contains the assigned lot and the Part Used column is set to
Preferred.

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Install a physical part

You can install an existing physical part in a physical location at a specified usage into an as-maintained
physical structure. If the installed physical part is not a valid preferred, alternate, or substitute, you must
set up a deviation to install the deviated part.

Note:
You cannot install a physical part under a released physical part.

To install a physical part, you simply copy the physical part you want to install, navigate to the as-
maintained structure where you want to install the physical part, and install the copied physical part into
the as-maintained structure.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or part you
want to install.

4. Choose one of the following methods to identify the physical part you want to install:

• Copy the physical part you want to install.

a. Right-click the physical part and choose Copy.

b. Select the physical structure where you want to install the physical part.

c. Right-click the parent and choose Install Physical Part or click the Install Physical Part
button on the main toolbar at the top of the Service Manager pane.

The Install Physical Part dialog box appears.

The To Be Installed Physical Part field is set to the copied physical part.

d. Select the usage name to set the usage for the installed physical part. If the physical part is
an addition to the physical structure, select Extra to Design as the usage.

• Search for the physical part you want to install.

a. Select the physical structure where you want to install the physical part.

b. Right-click the parent and choose Install Physical Part or click Install Physical Part on
the main toolbar at the top of the Service Manager pane.

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The Install Physical Part dialog box appears.

c. Select the usage name to set the usage for the installed physical part. If the physical part is
an addition to the physical structure, select Extra to Design as the usage.

d. Perform the following steps to search for the physical part to be installed:

A. Click and select Add.

The Installable Physical Parts dialog box appears.

B. Click the Search tab and enter the following information you want to use as filters for
searching.

Field name Definition Valid values

Disposition Value Disposition values for Select one or more

the physical part. disposition values.

C. Click Find.

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The results display the valid preferred, alternate, substitute and deviated physical
parts that can be installed.

D. Select the physical part from the results and click OK.

The Install Physical Part dialog box reappears with the To be Installed Physical Part
field set to the selected physical part.

5. Click Set Date to set the installation date when the installation occurred.

6. If the Usage Name is set to Extra to Design, in the Extra to Design Usage Name box, type the
usage name for the installed physical part.

7. Click OK to install the physical part.

If the installed Preferred part is a Preserve Quantity part, the quantity is checked against the
neutral structure.

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• If the quantities match, the physical part is installed in the structure.

• If the quantity is greater than allowed, the installation is prevented.

• If the quantity is less than allowed, the installation is completed, and a missing part is generated
with the remaining quantity.

The Part Used column for the physical part is set to one of the following values after installing a physical
part:

• Preferred
If the newly installed physical part is a valid preferred physical part for the selected usage, the Part
Used column is set to Preferred.

• Substitute
If the newly installed physical part is a valid substitute, the Part Used column is set to Substitute.

• Alternate
If the newly installed physical part is a valid alternate, the Part Used column is set to Alternate.

• Deviated
If the newly installed physical part is an approved deviation from the design and is not a valid
substitute or alternate for selected usage, the Part Used column is set to Deviated.

• Extra to Design
If the newly installed physical part is an approved deviation and does not exist in the design structure,
the Part Used column is set to Extra to Design.

Uninstall a physical part

You can uninstall a child physical part from a parent physical part in the as-maintained structure.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure where you
want to uninstall the physical part.

4. Select the child physical part. Right-click and choose Uninstall Physical Part.
The Uninstall Physical Part dialog box appears.

5. Click Set Date to set the uninstallation date when the uninstallation occurred.

6. Select the disposition value to set the disposition type for the uninstalled physical part.

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7. Select the location name to set the physical location for the uninstalled physical part.

8. Click OK to uninstall the physical part.

The physical part in uninstalled from the structure and the Part Used column is set to Missing.
If there is more than one missing part, then a single missing part is created with the total allowed
remaining quantity, and the other missing parts are deleted.
If the uninstalled Preferred part is a Preserve Quantity part, the quantity is checked against the
neutral structure.

• If the quantities match, the physical part is uninstalled from the structure.

• If the quantity is greater than allowed, the uninstallation is prevented.

• If the quantity is less than allowed, the uninstallation is completed, and a missing part is
generated with the remaining quantity.

Note:
If the physical part to uninstall is set as Extra to Design, the uninstall action uninstalls the
selected physical part and removes the selected lines from the as-maintained structure
completely. Otherwise, the physical part is uninstalled and the Part Used is set to Missing.

As-Maintained Structure Part Used

BH001–nn/MTrucknn–A Preferred

BH012-nn/A Preferred

BH013-nn/A Preferred

BH014–nn/SHnn–001–A Preferred

BH020–nn/A Missing

Replace a physical part

You can replace an existing or missing physical part with a different physical part in an as-maintained
structure. When you replace a physical part, the following occurs:

• The original physical part is removed from the structure and replaced with the new physical part.

• The installation time on the replacement physical part is updated with the date the physical part was
replaced.

• The uninstall time on the original physical part is updated with the date the physical part was
replaced.

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Note:
If the replacement part is not a valid preferred, substitute, or alternate part, you must set up an
authorized deviation.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure where you
want to replace the physical part.

4. Choose one of the following methods to identify the physical part you want to use as the
replacement.

• Copy the physical part you want to use as the replacement.

a. Click Open by Name to open the replacement physical part.

b. Right-click the replacement physical part and choose Copy.

c. Right-click the physical part you want to replace and choose Replace Physical Part or click
Replace Physical Part on the main toolbar at the top of the Service Manager pane.

The Replace Physical Part dialog box appears.

The To Be Installed Physical Part field is set to the copied physical part.

• Search for the physical part you want to use as the replacement.

a. Right-click the physical part you want to replace and choose Replace Physical Part or click
Replace Physical Part on the main toolbar at the top of the Service Manager pane.

b. Perform the following steps to search for the physical part that will be used as the
replacement.

A. Click and select Add.

Disposition Disposition values for Select one or more

the physical part. disposition values.

C. Click Find.

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-13

The results display the valid preferred, alternate, substitute, and deviated physical
parts that can be used to replace the physical part.

D. Select the physical part from the results and click OK.

The Replace Physical Part dialog box reappears with the To be Installed Physical
Part field set to the selected physical part.

5. Click Set Date to set the replacement date when the replacement occurred.

6. Select the disposition value to set the disposition type for the replaced physical part.

7. Select the location name to set the physical location for the replaced physical part.

8. Click OK to replace the physical part,

If the installed Preferred part is a Preserve Quantity part, the quantity is checked against the neutral
structure.

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• If the quantities match, the original physical part is replaced.

• If the quantity is greater than allowed, the replacement is prevented.

• If the quantity is less than allowed, the replacement is completed, any existing missing parts are
deleted, and a missing part is generated with the remaining quantity.

Rebasing physical parts

Rebasing a physical part relates the as-maintained structure to a different configuration of a neutral
structure. The new rebased structure uses the new configuration for its structure context.

Note:
The physical part must have a Released status before you can rebase it.

The following applies to usages in the rebased physical configuration:

• If the component exists in the rebased neutral structure, the rebased physical part is assigned the
same usage as specified in the neutral structure.

• If the corresponding usage of a component is not present in the rebased neutral structure, the usage
of the rebased physical part is set to extra to design and requires no deviation authorization.

• If the component and usage is new in the rebased neutral structure, the usage of the physical part is
set to missing.

A rebase can be performed on any level within the physical and corresponding neutral structure.
However, the following two rebase scenarios cause a warning message to be displayed, although you
can proceed with the rebase action once you acknowledge the warning:

• If the selected neutral part is different from the selected physical part. For example, if you try to
rebase the old air conditioner to the new, redesigned air conditioner, which has a different part
number.

• If the occurrences between the selected neutral and physical part are different. For example, if you try
to rebase the left wheel occurrence to the right wheel occurrence.

Example:
You may want to rebase a physical structure to the same neutral structure, but with a different
variant.
The original physical structure was generated from the bearing housing assembly neutral structure
that contained the regular bearing housing. It was rebased to the bearing housing assembly
neutral structure with the heavy duty bearing housing. As the following figure shows, because the

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-15

rebased neutral structure contains the heavy duty bearing housing, the physical structure now
contains a missing part for the heavy duty bearing housing and the regular bearing housing is
installed as extra to design.

When rebasing the top-level parent in a physical structure, the following occurs:

• The top-level parent is rebased.

• Because the rebase action only works on a single level of the structure and does not traverse the
entire structure, the physical structure modifications occur only one level below the selected top-level
parent.

Rebase a physical part

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the neutral part to be used to
rebase the physical part.

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4. Click Open by Name to open the released physical part to be rebased.

5. Click Show/Hide lower Structure Panel located at the top of the application to display the
neutral part and physical part using split structure panes.

6. Select the neutral part.

7. Select the released physical part.

8. Choose Tools → Rebase Physical Part.

The Rebase Physical Part dialog box appears.

9. Click Set Date to set the rebase date when the rebase occurred.

10. (Optional) Type the name of the structure context used to store the neutral product configuration
information in the Structure Context Name box or use the name that is automatically generated.

The structure context name is automatically created using the part number of the rebased neutral
part. If the physical part has a serial number, the structure context name is automatically named as
part number/serial number.

11. Click OK to rebase the physical part.

Teamcenter checks the quantities of the parts installed in the rebased structure.

• If the quantity is over the allowed limit, the part is changed to a Extra to Design part.

• If the quantity is under the allowed limit, the part is shown as installed in the correct position, but a
new missing part is generated with the remaining quantity.

Delete a physical part

You can delete a physical part if it has no child physical parts. To delete a physical part with child physical
parts, you must delete the last child physical part first and work your way up to the parent physical part.

Note:
You can delete a physical part only from My Teamcenter.

1. In My Teamcenter, select the physical part to delete.

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2. Choose Edit → Delete.

Implementing deviations

Deviations occur when you install a physical part that is not a preferred, alternate, or substitute physical
part into an as-maintained structure. An authorized deviation can be used only once. If you uninstall and
reinstall a deviated physical part, a new authorization must be created.

The workflow to add a deviated physical part to your as-maintained structure is as follows:

1. Create the deviation authority item class for the physical part.
A deviation authority item class authorizes the installation of a physical part that is a deviation from
the design structure. The MRO Deviation Authority List LOV determines the list of item classes
that can be used to authorize a deviation.
By default, the item classes that can be used as a deviation authority item are:

• Deviation document
• Deviation request
• Service event
• Aerospace and Defense deviation request

2. Set up the deviation to specify the authorized deviation item class used for the deviated physical
part. The authorized deviation item must not be released to set up a deviation.

3. Route the authorized deviation item through the appropriate workflow.

4. Install the deviated physical part into your as-maintained structure.

Create a deviation authority item

1. Click My Teamcenter.

2. Choose File → New → Item.

3. From the New Item dialog box, select Deviation Document and click Next.

4. Enter information into all the required fields.

5. Click Finish.

6. Click Close to close the screen or repeat steps 1–5 to create an additional deviation document.

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Set up a deviation

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the deviated part.

4. Right-click the deviated part and choose Copy.

5. From the Service Editor view, click Open by Name to open the physical structure where you
want to install the deviated part.

6. Right-click the parent physical part and choose Setup Deviation.

The Setup Deviation dialog box appears.

7. Click to set the value of Document Id and select Add.

Note:
The deviation authority item must not be released to set up a deviation.

8. Search for the deviation authority item ID using the search dialog box. You can use wildcards for
searching.

9. Click OK to set up the deviation. Alternatively, click Cancel to exit.

Send the deviation authority item through the required workflow

1. Select the deviation authority item.

2. Choose File → New → Workflow Process.

3. In the New Process Dialog window, type the process name in the Process Name box.

4. From the Process Template list, select TCM Release Process.

Note:
The TCM Release Process workflow is provided with the Teamcenter Foundation feature.
You can configure this workflow or create your own to set up the process flow, reviewers,
and business validations required to route a deviation document for review and approval.

5. Click OK. Alternatively, click Cancel to exit.

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Install a deviated part

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the deviated part.

4. Choose one of the following methods to identify the deviated physical part you want to install:

• Copy the deviated physical part you want to install.

a. Right-click the physical part and choose Copy.

b. Select the physical structure where you want to install the deviated physical part.

c. Right-click the parent and choose Install Physical Part or click the Install Physical Part
button on the main toolbar at the top of the Service Manager pane.

The Install Physical Part dialog box appears.

The To Be Installed Physical Part field is set to the copied physical part.

d. Select the usage name to set the usage for the installed deviated physical part. If the
physical part is an addition to the physical structure, select Extra to Design as the usage.

• Search for the physical part you want to install.

a. Select the physical structure where you want to install the deviated physical part.

b. Right-click the parent and choose Install Physical Part or click the Install Physical Part
button on the main toolbar at the top of the Service Manager pane.

The Install Physical Part dialog box appears.

c. Select the usage name to set the usage for the installed deviated physical part. If the
physical part is an addition to the physical structure, select Extra to Design as the usage.

d. Perform the following steps to search for the physical part to be installed:

A. Click and select Add.

The Installable Physical Parts dialog box appears.

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B. Click the Search tab and enter the following information you want to use as filters for
searching.

used to filter physical and select a date from the
parts with calendar.
manufacturing dates
before the date entered.

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-21

Field name Definition Valid values

Location Name Location name of the Select one or more location

physical part. names.

Disposition Value Disposition values for Select one or more

the physical part. disposition values.

C. Click Find.

The results display the valid deviated physical parts that can be installed.

D. Select the physical part from the results and click OK.

The Install Physical Part dialog box reappears with the To be Installed Physical Part
field set to the selected physical part.

e. Click the Set Date button to set the installation date when the installation occurred.

f. If the Usage Name is set to Extra to Design, in the Extra to Design Usage Name box, type
the usage name for the installed physical part.

g. Click OK to install the deviated physical part.

The deviated physical part is installed in the structure.

View the deviation authorization information

You can view the authorizing deviation item for a deviated part.

1. From the navigation pane, click Service Manager.

2. Select the physical structure containing the deviated part and choose Send to → My Teamcenter.

3. Click the Details tab.

The Allowed Deviation relation is displayed.

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4. Select the deviated part.

5. Right-click and choose Properties on Relation....

The properties of the Allowed Deviation relation are displayed.

The Deviation Authority field shows the deviation authority item used to authorize the deviation.

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-23

Release an as-maintained physical structure

You can release the as-maintained structure after you finish building it.

1. From My Teamcenter or Service Manager, select the as-maintained structure you want to release.

2. Choose File → New → Workflow Process.

3. In the New Process Dialog box, choose Release As-Maintained Structure from the Process
Template list.

Note:
The Release As-Maintained Structure option is the standard workflow provided with the As-
Maintained Management application. This workflow also validates for any missing physical
parts.

You can configure this workflow or create your own to set up the process flow, reviewers, and
business validations required to release an as-maintained structure.

4. Click OK. Alternatively, click Cancel to exit.

Update a released as-maintained physical structure

You can update the as-maintained structure by changing the structure after releasing it. A new revision
is created when changes such as uninstalling, installing, replacing, or rebasing physical parts are made
within the structure. A new build record is created for the revised structure.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the released physical structure.

4. Change the physical structure by uninstalling, installing, replacing, or rebasing the physical parts
within the structure.

Rename a physical part

You can rename an existing physical part to change the following properties:

• Part number

• Serial number

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When you rename a physical part, the following occurs:

• The new serial number is checked for uniqueness.

• If a physical part is renamed using a different part number, the system does not check the existence
of a neutral item with the new part number.

• The physical realization relation remains intact between the original physical part (before renaming)
and the original neutral part.

Note:
If you want to relate the physical part or structure to a different neutral configuration, you need
to rebase the physical part.

1. From the navigation pane, click Service Manager.

2. Click Open by Name to open the physical part you want to rename.

3. Choose Tools → Rename Physical Part.

The Rename Physical Part dialog box appears.

4. Enter the following information.

Field name Definition Valid values

New Part New part number for the renamed Alphanumeric (1–128
Number physical part. characters)

New Serial New serial number for the Alphanumeric (1–128

Number renamed physical part. characters)
This field is unavailable if the part
did not require a serial number.

5. Click OK to rename the physical part.

View untraced structures

You can display the parts in the neutral structure that are not traceable in the related physical structure.
Parts that are not traceable have the part logistics property Traceable set to False in context of the
parent physical structure and a physical part is not generated for that neutral part.

The following occurs when you display an untraced structure in Service Manager:

Service Manager, Teamcenter 13.0 PLM00170 13.0 5-25

• The untraced parts are displayed as neutral parts in the physical structure.

• Any action that can be run on neutral parts is available on the displayed untraced parts.

When viewing an as-maintained structure using visualization, you can also display the untraced parts.

1. From the navigation pane, click Service Manager.

2. Click Open by Name to open the physical structure that you want to display the untraced parts
for.

3. Select the parent part of the physical structure.

4. Choose View → Show Untraced Parts or click the Show Untraced Parts button on the main
toolbar at the top of the Service Manager pane.

The untraced parts are displayed.

BH001/InTest–A
BH012/A
BH013/A
BH014/A
BH015/A
BH016/A untraced part

Updating structures using Excel Live

You can update physical structures using Excel Live. Teamcenter Extensions for Microsoft Office provides
synchronous access to Teamcenter workspace objects through Microsoft Office Excel. With the live
Excel, Extensions for Office gives Excel direct connectivity to the Teamcenter server and allows you to
edit physical structures using Excel.

To generate a file in live Excel, you choose the related option when exporting data for selected objects in
the Teamcenter rich client. The following occurs after export:

• The data exported to the output file consists of property values for the objects.

• The exported property values are synchronized with the corresponding values in Teamcenter.

• Values that you edit in the output file are changed interactively in Teamcenter.

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© 2020 Siemens
6. Viewing as-maintained physical
structures
Viewing as-maintained physical structures
You can view as-maintained physical structures by:

• Creating revision rules.

You can create and apply a revision rule to select and view the appropriate status and operational
state of the physical parts in an as-maintained physical structure. A revision rule sets the criteria for
selecting the revision such as whether to load working revisions or released revisions or whether the
physical structure is operational. By specifying a time in history, you see the physical structure
effective at that time. For example, you may want to view only the released physical parts in the
structure on a specified date.
If no revision rule is specified, the current revision and configuration of the physical structure is
displayed.

• Viewing the top physical part.

You can view the top physical part for a selected physical part. The system displays the topmost
physical part parent for the selected physical part and all its intermediate parents in a tree structure.

Managing revision rules

When you create a revision rule for an as-maintained structure, you can set up rules for each or a
combination of the following conditions:

• Display the as-maintained structure at a specified date.

• Display the physical parts that are operational or nonoperational. When you set up a revision rule to
see only the operational structure, the system does not display the structure if the top-level physical
part is in a nonoperational state.

• Display the physical parts at a specified status.

After you create the revision rule, you must set the revision rule to apply the rule to your structure.

Create or edit a revision rule

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

Service Manager, Teamcenter 13.0 PLM00170 13.0 6-1

3. From the Service Editor view, click Open by Name to open the structure that you want to
apply the revision rule to.

4. Select any BOM line in the physical structure.

5. Choose Tools → Revision Rules → Create/Edit.

The View/Set Current Revision Rule dialog box appears.

6. Choose Create.
The New Revision Rule dialog box appears.

7. Enter the following information for the new revision rule.

Field name Definition Valid values

Name Name for the revision rule. Alphanumeric (1–128

characters)

Description Description of the revision rule. Alphanumeric (1–240

(optional). characters)

8. Click the Set Date button to set the effective date for the configuration. Select the Current
check box to set the current date.

9. Select the Show only Operational Configuration check box to display only operational structures.

10. Select the status for the state of the configuration you want to display. Select the Any check box to
display all the states.

11. Click OK to create the revision rule. Alternatively, click Cancel to exit.
The View/Set Current Revision Rule dialog box appears.

12. (Optional) Click Apply Rule if you want to set the revision rule.

13. To edit revision rules:

a. From the Rules pane in the View/Set Current Revision Rule dialog box, select the revision
rule you want to edit. Click Modify.
The Modify Revision Rule dialog box appears.

b. Change the fields as required. Click OK to save the changes. Alternatively, click Cancel to exit.

14. To delete revision rules:

• From the Rules pane in the View/Set Current Revision Rule dialog box, select the revision rule
you want to delete. Click Delete.

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Set the revision rule

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the structure that you want to
apply the revision rule to.

4. Select any BOM line in the physical structure.

5. Choose Tools → Revision Rules → View/Set Current.

The View/Set Current Revision Rule dialog box appears.

6. From the Rules pane in the View/Set Current Revision Rule dialog box, select the revision rule you
want to set.

7. Click OK or Apply to set the revision rule.

Set the revision rule date

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the structure that you want to
apply the revision rule to.

4. Select any BOM line in the physical structure.

5. Choose Tools → Revision Rules → Set Date.

The Set Date dialog box appears.

6. Click the Set Date button to set the effective date for the configuration or select the Current
check box to set the current date.

7. Select the Show only Operational Configuration check box to display only operational structures.

8. Click OK to set the date. Alternatively, click Cancel to exit.

Modify the current revision rule

1. From the navigation pane, click Service Manager.

Service Manager, Teamcenter 13.0 PLM00170 13.0 6-3

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the structure that you want to
apply the revision rule to.

4. Select any BOM line in the physical structure.

5. Choose Tools → Revision Rules → Modify Current.

The Modify Current Revision Rule dialog box appears.

6. Change the fields as required. Click OK to save the changes. Alternatively, click Cancel to exit.

Show the top physical part

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Select the BOM line of the physical part.

5. Right-click and choose Show Top Physical Part.

The top-level parent and intermediate parents are displayed.

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© 2020 Siemens
7. Managing as-maintained physical
structures
Managing as-maintained physical structures
Users such as operators and asset managers maintain the as-maintained physical structure according to
organization needs and requirements as shown in the following figure.

You can manage as-maintained structures by:

• Managing physical part location movement by moving physical parts from one physical location to
another.

• Managing part disposition data by changing part dispositions and viewing disposition history to track
when a physical part changed dispositions.

• Tracking and recording part utilization.

• Tracking physical part usage.

• Managing assets by a user such as a asset manager that includes the following tasks:

• Creating asset group hierarchies and asset groups.

• Adding physical parts to asset groups.

Service Manager, Teamcenter 13.0 PLM00170 13.0 7-1

Move a part to another physical location

You can move a physical part from one physical location to another. The utilization information records
the physical location movements by capturing the time when the physical part is placed in a location
and when it is removed.

Note:
If the physical part is installed in a physical structure and is not the top-level parent, you cannot
move the physical part to a different location.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From your home folder or from the Service Editor view, select all the physical parts you want to
change the location for.

4. Right-click and choose Move From.

5. Select the physical location.

6. Right-click and choose Move to.

7. Click the Set Date button to set the move date when the physical part was moved to the new
location.

8. Click OK. Alternatively, click Cancel to exit.

Display physical location members

You can display the physical parts that are contained in the physical location. The locations are assigned
to the physical parts when you generate the as-maintained physical structure or when you move
physical parts from one location to another location.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open By Name to open the physical location.

4. Select the physical location.

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5. Right-click and choose Show Contains View.

The Contains pane appears.

6. Click next to the column and select a value to filter the results. You can filter the results by one
or more of the following properties:

• Object Name

• Type

• Part Number

• Serial Number

• Lot

• Manufacturer's ID

Managing physical part disposition data

What is disposition data?

Disposition data captures different states of a physical part. These states are classified as operational or
nonoperational. You can manage part disposition data by:

• Changing the disposition for a physical part. For example, you may want to change the disposition
from a operational disposition such as In-Service to a nonoperational disposition such as In-Repair.

• Viewing the disposition history that is tracked for the physical part.
The following information is displayed in the disposition history view for the physical part.

Disposition history column name Description

Disposition Type Specifies the disposition of the physical part.

Operational Specifies whether the physical part at that

disposition was operational.

Disposition Start Time Specifies the date when the disposition type
was assigned.

Disposition End Time Specifies the date when the disposition type
was removed or changed.

Service Manager, Teamcenter 13.0 PLM00170 13.0 7-3

Change part disposition

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From your home folder or from the Service Editor view, select all the physical parts you want to
change the disposition for.
If you select a parent part and the Disposition_Propagate_To_Child preference is set to true, the
disposition change is also applied to the child parts.

4. Right-click and choose Change Disposition.

The Change Disposition dialog box appears.

5. Select the new disposition value.

6. Click the Set Date button to set the disposition date when the disposition changed.

7. Click OK to change the disposition. Alternatively, click Cancel to exit.

View disposition history

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Select the physical part.

5. Right-click the physical part BOM line and choose Show Disposition History.
The Disposition History pane appears.

Tracking part utilization

A user such as an operator can record and track part utilization information based on life, observation
and date characteristic definitions defined for the neutral part. You can record values for the physical
part for all the characteristics related to the related neutral part. If you have purchased and have a
license for Service Event Management, utilization values are automatically recorded by creating service
events and activity entries; otherwise, you manually enter the values by using the Record Utilization
menu command.

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Life characteristics are cumulated for the physical part and can be propagated throughout the entire
physical structure if any of the child physical parts share the same life characteristics. Date and
observation characteristics are not cumulated or propagated.

You must create a logbook before recording utilization information. The recorded information is stored
in the logbook log entries.

Create a logbook

1. From the navigation pane, click Service Manager.

2. Select a folder where you want to create the new logbook.

3. Choose File → New → Log Book.

4. In the New Log Book dialog box, enter the following information for the new logbook.

Field name Definition Valid values

Log Book Name The name of the logbook. Alphanumeric (1–128

characters)

Description The description of the logbook. Alphanumeric (1–240

characters)

5. Click OK to create the logbook. Alternatively, click Cancel to exit.

Record utilization

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Select the BOM line of the physical part you want to record the utilization for.

5. Right-click and choose Record Utilization.

The Record Utilization dialog box appears.

6. Select the log book to record the utilization entries.

7. Enter the following information for the utilization.

Service Manager, Teamcenter 13.0 PLM00170 13.0 7-5

Field name Definition Valid values

Description Description of the utilization. Alphanumeric (1–240

characters)

Captured by User who captured the utilization Alphanumeric (1–128

information. characters)

8. Click the Set Date button and select a date from the calendar of utilization.

9. Select the Propagate check box to propagate the same data to any child physical part that shares
the same life characteristic definitions

10. Supply the characteristic values to record the utilization.

• For a life characteristic, type the value.

• For an observation characteristic, type the value.

• For a date characteristic, click the Set Date button and select a date from the calendar.

11. Click OK to record the utilization. Alternatively, click Cancel to exit.

View the part utilization data

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Select the BOM line of the physical part you want to view the utilization for.

5. Right-click and choose Show Utilization.

The Show Utilization pane appears and shows the utilization data.

Column name Description

Characteristics Name Specifies the name of the characteristic definition.

Unit Specifies the unit used for the characteristic

definition.

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Column name Description

Time Since New Specifies the sum of all recorded values for a life
characteristic definition. If a revision rule is being
used, the value is the sum of all recorded values
since the revision rule date.

Last Value Specifies the latest recorded value for an observation

characteristic definition or the latest date for a date
characteristic definition.

Last Utilization Date Specifies the latest date the utilization values were
recorded.

Time on Parent Specifies the accumulated life characteristic values

for a physical part since it was installed on the
parent.

Time Since Repair Specifies the accumulated life characteristic values

for a physical part since the last repair event.

Time Since Overhaul Specifies the accumulated life characteristic values

for a physical part since the last overhaul event.

View log entries

When you view the log entries for a physical part, the following information is displayed:

Column name Description

Log Entry Name of the log entry.

Recording Time Date and time that the utilization was recorded.

Captured By User who captured the utilization information.

Log Book Name of the log book.

Characteristic Name Name of the recorded life, observation, and date

characteristic.

Derived Is characteristic of derived type?

Value Value of the recorded life, observation, and date

characteristic.

Unit Unit of measure used for the recorded life and

observation characteristic.

Value Captured By User who captured the utilization formation.

Service Manager, Teamcenter 13.0 PLM00170 13.0 7-7

Column name Description

Last modifying User User who entered or invalidated the data.

Creation date Date and time when value was first entered.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open By Name to open the physical structure or physical
part.

4. Select the BOM line of the physical part you want to view the log entries for.

5. Right-click and choose Show Log Entries.

The Log Entries pane appears.

6. Expand the log entry to view all the characteristic definitions and their values.

Allow a user to invalidate a log entry

The administrator can do the following to allow any user to update a log entry.

1. Add an ACL rule for the CharacteristicValue business object from Access Manager.

2. Give write privilege to desired users or roles, and restrict privileges for the world.

3. Update the value of the site preference MROEnableEditLogEntry to true.

Update a log entry

1. From the navigation pane, click Service Manager.

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2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Right-click the BOM line of the physical part for which you want to view the log entries, and choose
Show Log Entries.
The Log Entries pane appears.

5. Expand the log entry to view all the characteristic definitions and their values.

6. Double-click the characteristic value to be invalidated.

The Update Utilization dialog box appears.

7. To update the utilization, enter the following:

Captured by = user who captured utilization, up to 128 Alphanumeric characters

8. Select the Propagate check box to propagate the same data to any child physical part that shares
the same life characteristic definitions.

9. Update the characteristic values to invalidate the old value and record the new utilization.

• For a life characteristic or an observation characteristic, type the value.

• For a date characteristic, click Set Date and select a date from the calendar.

10. Click OK to record the utilization.

View physical part usage history

You can the display part usage information for a physical part. Usage information includes when a
physical part was installed, uninstalled, or replaced or when the location of a physical part was changed.

The following part usage information is displayed when you show the usage for a physical part.

Column name Description

Parent/Location Specifies the parent physical part in a physical

structure for physical part installation history.
Specifies the name of the physical part location for
physical part location history.

Type Specifies the usage type. If Type is set to

PhysicalPartRevision, you see the physical part
installation usage history.

Service Manager, Teamcenter 13.0 PLM00170 13.0 7-9

Column name Description

If Type is set to PhysicalLocation, you see the

physical part location history.

Usage Specifies the physical part usage. The Usage is only

valid for physical part installation history.

In Time Specifies the installation time for physical part

installation history.
Specifies the time when the physical part was placed
in the location for physical part location history.

Out Time Specifies the uninstallation time for physical part

installation history.
Specifies the time when the physical part was
removed from the location for physical part location
history.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Select the BOM line of the physical part you want to view the part usage for.

5. Right-click and choose Show Physical Part Usage History.

The Physical Part Usage History pane appears.

Managing assets

What are asset groups and asset hierarchies?

Asset groups are collections of physical assets that define a logical grouping of physical parts. For
example, you may want to create an asset group defining a fleet of aircraft or ships.

Asset hierarchies are used to build a nested hierarchy of asset groups within asset groups. The following
figure shows an example of an asset hierarchy.

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Create an asset group

1. From the navigation pane, click Service Manager.

2. Select a folder where you want to create the new asset group.

3. Choose File → New → New Asset Group.

The New Asset Group dialog box appears.

4. Enter the following information for the new asset group.

Field name Definition Valid values

Asset Group Name of the asset group Alphanumeric (1–128

Name characters)

Description Description of the asset group Alphanumeric (1–240

characters)

5. Click OK to create the asset group. Alternatively, click Cancel to exit.

Create an asset group hierarchy

1. From My Teamcenter, select the parent asset group where you want the nested asset group.

2. Choose Send to → Service Manager.

3. Choose Window → Show View → Service Editor to open the Service Editor view.

4. Select the line containing the parent asset group.

5. Choose File → New → Asset Group.

The New Asset Group dialog box appears.

Service Manager, Teamcenter 13.0 PLM00170 13.0 7-11

6. Enter the following information for the new asset group.

Field name Definition Valid values

Asset Group Name of the asset group Alphanumeric (1–128

Name characters)

Description Description of the asset group Alphanumeric (1–240

characters)

7. Click OK to create the asset group. Alternatively, click Cancel to exit.

Add a part to an asset group

1. From the navigation pane, click My Teamcenter or Service Manager.

2. Select the physical part that you want to add as a member of the asset group.

Note:
You must select the physical part, not the physical part revision.

3. Right-click and choose Copy.

4. Select the asset group you want the physical part to be a member of.

5. Right-click and choose Paste.

Display asset group members

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor to open the Service Editor view.

3. From the Service Editor view, click Open by Name to open the asset group.

4. Select the asset group.

5. Right-click and choose Show Contains View.

The Contains pane appears.

6. To filter the results, click the button next to the column in the Contains pane.

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Display asset group properties

1. From the navigation pane, click My Teamcenter.

2. Select the asset group.

3. Right-click and choose Properties.

Delete an asset group

You can delete an asset group if it is not the parent of a nested asset group and does not contain any
physical parts.

1. From the navigation pane, click My Teamcenter.

2. Select the asset group you want to delete.

3. Choose Edit → Delete.

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© 2020 Siemens
8. Managing service data
Managing service data
Service Event Management is a separately installed and licensed add-on to Service Manager that allows
you to capture information about external service for your physical assets.

You can use the Service Event Management extension for Service Manager to:

• Create service groups and service group structures to organize the service performed on the physical
parts in your organization.

• Create and manage service events to track service history.

• Capture irregularities or discrepancies for physical parts and create associated corrective action
service events for those discrepancies.

• Record utilization information (activity entry values) on service events.

• Track physical parts installed and uninstalled in the physical structure as a result of service performed.

• Approve service events to apply any associated changes to the as-maintained structure.

You must install the appropriate components and licenses for Service Manager (as-maintained
management) and Service Event Management and perform any configuration tasks prior to using this
functionality. You must also perform any tasks needed to create your neutral structure and as-
maintained structure prior to recording any service data.

Service Manager, Teamcenter 13.0 PLM00170 13.0 8-1

Managing service groups

What is a service group?

A service group is a collection of service events and service discrepancies that you can create to organize
service data for one or more physical parts. You can create a single service group or a hierarchy of
service groups called a service group structure by creating one or more service groups within a service
group. You can create a service group without a relation to a physical part, or you can create a service
group and relate it to one or more physical parts.

Create a service group

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, create a service group in one of the following ways:

• Select the folder where you want to create the new service group or select the physical part to
relate to the service group and choose File → New → Service Group.

• Right-click the physical part to relate to the service group and choose New Service Group.

Note:
You can also select an existing service group to create this new service group in to create a
service structure hierarchy.

4. Complete the following information for the service group.

Field name Definition Valid values

Contained In Parent service group to associate to this Click and select one of the
service group.
following values:

• Add allows you to search for

an existing service group to
associate with this service
group.
• Clear clears any service group
that is contained in this field.

Name Name of the service group (required). Alphanumeric string (1–128

characters).

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Field name Definition Valid values

ID Identification number of the service group Alphanumeric string (1–20

(required). characters).

Description Description of the service group. Alphanumeric string (1–240

characters).

Purpose Purpose of the service group. Alphanumeric string (long

string).

In Progress Physical part or physical parts associated Click and select one of the
Physical Parts with this service group.
following values:

• Add allows you to search for a

physical part to associate with
this service group. You can
associate one or more physical
parts to a service group.
• Clear clears any service group
that is contained in this field.

5. Click Finish to create the service group. Alternatively, click Cancel to exit.

Edit a service group

1. From the Service Editor view, select the service group to edit.

2. Edit the service group in one of the following ways:

• Choose View → Update Properties.

• Right-click the service group and choose Update Properties.

3. Edit the information for the service group.

4. Click Finish to apply the changes. Alternatively, click Cancel to exit.

Managing service events

What is a service event?

A service event is informational data that is captured as a result of service activity performed on a
physical part by an external source. A service event captures information such as the service type, work
scope, resource information, maintenance time, and cost. When you create a service event, you can
associate it to a service group or create it without a parent service group, but you must associate it to a

Service Manager, Teamcenter 13.0 PLM00170 13.0 8-3

single physical part. After a service event is approved, you can edit it, but you cannot delete it or add
service data to it.

Create a service event

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, click Open By Name to open the physical structure or physical
part.

4. From the Service Editor view, create a service event in one of the following ways:

• Select the folder where you want to create the new service event or select the physical part or
service group to relate to the service event and choose File → New → Service Event.

• Right-click the physical part or service group to relate to the service event and choose New
Service Event.

5. Complete the information for the service event.

Field name Definition Valid values

Contained In Parent service group to associate to this Click and select one of the
service event.
following values:

• Add allows you to search for

an existing service group to
associate with this service
event.
• Clear clears any service group
that is contained in this field.

Name Name of the service event (required). Alphanumeric string (1–128

characters).

ID Identification number of the service event Alphanumeric string (1–32

(required). characters).

Activity Activity number of the service event. Alphanumeric string (1–32

Number characters).

Description Description of the service event. Alphanumeric string (1–240

characters).

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Field name Definition Valid values

Purpose Purpose of the service event. Alphanumeric string (long

string).

Category Category of the service event. Noneditable property.

Action Type Type of service completed for this service Select one of the following
event. values:

• Overhaul
• Inspection
• Repair
• Other

Authorized By Name of the person that authorized the Alphanumeric string (1–40
service. characters).

Work Start Date Date that the work starts. Click the Set Date button and
select a date from the calendar.

Needed By Date Date that the work needs to be complete. Click the Set Date button and
select a date from the calendar.

Zones Zone where the service event occurred. Alphanumeric string (1–256
characters).

Job Cards Job cards associated to the service event. Alphanumeric string (long
string).

Work Location Location that the work occurred. Alphanumeric string (long
string).

Signed Off By Name of the person that signed approval Alphanumeric string (1–40
for the service. characters).

Actual Labor Actual cost of the labor. Numeric (float).

Cost

Actual Labor Actual hours of labor. Numeric (float).

Hours

Actual Material Actual cost of the material. Numeric (float).

Cost

In Progress Physical part associated with this service Click and select one of the
Physical Part event (required).
following values:

• Add allows you to search for a

physical part to associate with
this service event.

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Field name Definition Valid values

• Clear clears any physical part

that is contained in this field.

6. Click Finish to create the service event. Alternatively, click Cancel to exit.

Edit a service event

1. From the Service Editor view, select the service event to edit.

2. Edit the service event in one of the following ways:

• Choose View → Update Properties.

• Right-click and choose Update Properties.

3. Edit the information for the service event.

4. Click Finish to apply the changes. Alternatively, click Cancel to exit.

Create an activity entry value

You can capture life, date, or observation characteristic type data on a service event for an associated
physical part. You must create characteristics definitions on the neutral structure before you can capture
this information on a service event. These characteristics are referred to as activity entry values on a
service event and record utilization information for the associated physical part. The utilization
information for the physical part is not updated until the service event is approved. An activity entry
value can only be contained within a service event.

1. From the Service Editor view, select the service event to add the activity entry values to.

2. Create the activity entry values in one of the following ways:

• Choose File → New → Activity Entry Value.

• Right-click and choose New Activity Entry Value.

3. Add the following information for the activity entry value.

Field name Definition Valid values

Service Event Parent service event associated to this Click and select one of the
activity entry value (required).
following values:

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Field name Definition Valid values

• Add allows you to search for

an existing service event to
associate with this activity
entry value.
• Clear clears any service
event that is contained in
this field.

Name Name of the activity entry value (required). Click and select the activity
entry name.

Description Description of the activity entry value Alphanumeric string (1–240

(required). characters).

Characteristic Name of the characteristic value associated Alphanumeric string (1–40

Value to this activity entry value. characters).

Characteristic Date that the characteristic was observed Click the Set Date button
Date during maintenance. and select a date from the
calendar.

Propagate Determines whether to propagate the true (default value) or

collected values down the physical part false.
structure.

4. Click Finish to apply the changes. Alternatively, click Cancel to exit.

Display utilization values

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. Select the BOM line of the physical part you want to view the utilization for.

5. Right-click and choose Show Utilization.

The Show Utilization view appears.

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Tracking actual time and cost for service events

You can capture actual time and cost information for a service event. Use Access Manager to allow only
authorized users to view or update the actual time and cost information for a service event.

Managing service discrepancies

What are service discrepancies and fault codes?

Discrepancies are irregularities or observations that are discovered with regard to maintenance of assets
or physical parts. Discrepancies can also identify if there was a failure with the physical part. For each
service discrepancy, you must create an associated corrective action service event to address the service
discrepancy. You can associate one or more fault codes to a discrepancy. When you create a service
discrepancy, you must relate it to a physical part. You can also select a parent service group or service
event to relate to the service discrepancy when you create the service discrepancy.

A service discrepancy can also contain fault information about the part. This fault information, or fault
code, is an identifier that indicates an itemized fault or problem that a manufacturer has identified with
a part. Physical parts can also report fault codes as a result of internal diagnostics.

Create a service discrepancy

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.

4. From the Service Editor view, create a service discrepancy in one of the following ways:

• Select the folder where you want to create the new service discrepancy or select the physical
part, service group, or service event to relate to the service discrepancy and choose File → New
→ Service Discrepancy.

• Right-click the physical part, service group, or service event to relate to the service discrepancy
and choose New Service Discrepancy.

5. Complete the following information for the service discrepancy. Some values may already be
supplied.

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Field name Definition Valid values

Contained In Parent service group or service event to Click and select one of the
associate to this service discrepancy.
following values:

• Add allows you to search for

an existing service group or
service event to associate with
this service discrepancy.
• Clear clears any service group
or service event that is
contained in this field.

Name Name of the service discrepancy Alphanumeric string (1–128

(required). characters).

ID Identification number of the service Alphanumeric string (1–32

discrepancy (required). characters).

Activity Activity number of the service discrepancy Alphanumeric string (1–32

Number (required). characters).

Description Description of the service discrepancy. Alphanumeric string (1–240

characters).

Initiation Date Date that the discrepancy is first recorded. Click the Set Date button and
select a date from the calendar.

Severity Severity level of the discrepancy. Select one of the following

values:

• Critical
• Major
• Minor

Is Failure Determines whether this discrepancy is a true or

part failure. false (default value).

Discovered By Name of the person that discovered the Alphanumeric string (1–40
discrepancy. characters).

Discovery Date Date that the discrepancy was discovered. Click the Set Date button and
select a date from the calendar.

Due Date Date that the corrective action work needs Click the Set Date button and
to be complete. select a date from the calendar.

Physical Part In Physical part associated with this service Click and select one of the
Progress discrepancy (required).
following values:

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Field name Definition Valid values

• Add allows you to search for a

physical part to associate with
this service discrepancy.
• Clear clears any physical part
that is contained in this field.

Fault Code Associated fault codes for this service Click and select one of the
discrepancy.
following values:

• Add allows you to search for a

fault code to associate with
this service discrepancy.
The Fault Codes tab displays
all fault codes that are
attached to the neutral part
from which the physical part
is realized. Click the Search
tab to look for other fault
codes, which are displayed on
the Search Results tab.
• Clear clears any fault code
that is contained in this field.

6. Click Finish to create the service discrepancy. Alternatively, click Cancel to exit.

Edit a service discrepancy

1. From the Service Editor view, select the service discrepancy to edit.

2. Edit the service discrepancy in one of the following ways:

• Choose View → Update Properties.

• Right-click and choose Update Properties.

3. Edit the information for the service discrepancy.

4. Click Finish to apply your changes. Alternatively, click Cancel to exit.

Create a corrective action service event

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

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3. From the Service Editor view, select the service discrepancy to associate with the new corrective
action service event.

4. Create a corrective action service event in one of the following ways:

• Choose File → New → Service Event.

• Right-click and choose Corrective Action Service Event.

5. Complete the information for the corrective action service event.

6. Click Finish to create the corrective action service event. Alternatively, click Cancel to exit.

Create a fault code

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, create a fault code in one of the following ways:

• Select the folder where you want to create the new fault code or select the physical part or
service discrepancy to relate to the fault code and choose File → New → Fault Code.

• Right-click the physical part or service discrepancy to relate to the fault code and choose New
Fault Code.

4. Complete the following information for the fault code.

Field name Definition Valid values

Service Parent service discrepancy associated to Click and select one of the
Discrepancy this fault code (required).
following values:

• Add allows you to search for

an existing service
discrepancy to associate with
this fault code.

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Field name Definition Valid values

• Clear clears any service

discrepancy that is contained
in this field.

Name Name of the activity entry value (required). Alphanumeric string (1–128
characters).

Description Description of the activity entry value. Alphanumeric string (1–240

characters).

5. Click Finish to create the fault code. Alternatively, click Cancel to exit.

Managing part movement

What is part movement?

Part movement is a record of each physical part that is installed, replaced, or uninstalled as a result of a
service event.

You can create the following types of part movements.

Type of Part Movement Description

Uninstall An uninstall part movement uninstalls a physical part from

the physical structure.

Install An install part movement installs an existing or new

physical part into the physical structure.

Replace A replace part movement uninstalls a part from a physical

structure and installs an existing or new replacement
physical part into the physical structure.

Part movements can be categorized as traceable or untraceable. Traceable part movements are
necessary for parts that affect the physical structure. The changes to the physical structure from a
traceable part movement are not applied until the parent service event is approved. Untraceable part
movements capture only the part number and serial number of the physical part and are used for parts
that do not affect the physical structure, such as a filter change.

Part movements must be approved to execute the changes to the physical structure. If the approval
fails, all changes are rolled back and the process is terminated.

The install and replace part movement records contains a Is New option.

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• If the Is New option is set to a value of true, you need to specify an existing neutral part to be used as
the basis for the new physical part. After approval, the new physical part is created and used for the
installation or replacement.

• If the Is New option is set to a value of false, you need to specify an existing physical part. After
approval, the specified physical part is used for the installation or replacement.

Create part movement – uninstall

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, select the service event or physical part to associate with the new
part movement.

4. Create a part movement in one of the following ways:

• Choose File → New → Part Movement.

• Right-click and choose New Part Movement.

5. In the Create Part Movement dialog box, complete the following information for the part
movement.

Field name Definition Valid values

Parent Parent service event associated with this Click and select one of the
part movement (required).
following values:

• Add allows you to search for

an existing service event to
associate with this part
movement.
• Clear clears any service event
that is contained in this field.

Name The name of the part movement Alphanumeric string (1–128

(required). characters).

Description The description of the part movement. Alphanumeric string (1–240

characters).

Part Movement The type of part movement (required). Select Uninstall to create an
Type uninstall part movement.

Is Traceable Determines whether this part movement is true (default value) or

for a part that affects the physical false.

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Field name Definition Valid values

structure. If set to false, the system only

captures the part number and serial
number of the physical part being
uninstalled.

Action Date The date of the part movement. Click the Set Date button and
select a date from the calendar.
Note:
If you do not enter a value for the
action date, the date is set from the
current date/time on the server
where the part movement is created.

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6. Click Show As-Maintained Structure to open the Maintenance tree pane and load the as-
maintained physical structure related to the service event.

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7. From the Maintenance tree pane, select the physical part you want to uninstall.

Note:
If a part in the physical structure is missing and has no generated physical part, the part is
highlighted in red and is represented by a neutral part. You cannot select that part for the
uninstallation.

8. Click OK. Alternatively, click Close to exit.

The following occurs:

• The Parent Physical Element field now contains the physical structure parent part.

• The Usage Name field now contains usage of the selected physical part.

9. Complete the following information for the uninstall part movement.

Field name Definition Valid values

Part Number The part number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are uninstalling does not exist as a
neutral part in the database.

Serial Number The serial number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part

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Field name Definition Valid values

you are uninstalling does not exist as a

neutral part in the database.

Manufacture The manufacturer ID of the new physical Alphanumeric string (1–128

ID part. The part number is valid only if the characters).
field Is Traceable is set to false indicating
the part you are uninstalling does not exist
as a neutral part in the database.

Lot Number The lot number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are uninstalling does not exist as a
neutral part in the database.

Uninstall The physical location of the uninstalled Click and select one of the
Location part.
following values:

• Add to select the physical

location from the displayed list
of preferred physical locations.
• Clear to clear the physical
location that is contained in
this field.

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10. Click Finish to create the uninstall part movement. Alternately, click Cancel to exit.

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The applicable part movement changes are not applied to the physical structure until the parent
service event is approved. After approval, the physical part is uninstalled from the structure.

Create part movement – install or replace

1. From the navigation pane, click Service Manager

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, select the service event or physical part to associate with the new
part movement.

4. Create a part movement in one of the following ways:

• Choose File → New → Part Movement.

• Right-click and choose New Part Movement.

5. In the Create Part Movement dialog box, complete the following information for the part
movement.

Field name Definition Valid values

Parent The parent service event associated to this Click and select one of the
part movement (required).
following values:

• Add allows you to search for

an existing service event to
associate with this part
movement.
• Clear clears any service event
that is contained in this field.

Name The name of the part movement Alphanumeric string (1–128

(required). characters).

Description The description of the part movement. Alphanumeric string (1–240

characters).

Part Movement The type of part movement (required). Select Install to create an install
Type part movement.
Select Replace to create a
replacement part movement.

Is Traceable Determines whether this part movement is true (default value) or

for a part that affects the physical false.

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Field name Definition Valid values

structure. If set to false, the system only

captures the part number and serial
number of the physical part being
installed.

Is Approved Determines whether this part movement is true or

Deviation an approved deviation. false (default value).

Is Extra to Determines whether this part movement is true or

Design extra to design. false (default value).

Action Date The date of the part installation. Click the Set Date button and
select a date from the calendar.
Note:
If you do not enter a value for the
action date, the date is set from the
current date/time on the server
where the part movement is created.

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6. Click Show As-Maintained Structure to open the Maintenance tree pane and load the as-
maintained physical structure related to the service event.

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7. From the Maintenance tree pane:

• If the Part Movement Type field is set to Install, select the physical part to identify the usage of
the part you want to install.

• If the Part Movement Type field is set to Replace, select the physical part to identify the usage
of the part you want to uninstall and replace.

Note:
If the Part Movement Type field is set to Replace, you cannot select a part for
replacement that is uninstalled or missing.

Note:
• If Is Extra to Design is set to true, select the physical part parent of the structure where
you want to install the extra to design part.

• If a part in the physical structure is missing and has no generated physical part, the part is
highlighted in red and is represented by a neutral part. You cannot select that part for
replacement.

8. Click OK. Alternatively, click Close to exit.

The following occurs:

• The Parent Physical Element field now contains the physical structure parent part.

• The Usage Name field now contains usage of the selected physical part.

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9. From Create Part Movement pane, complete the following information for the part movement.

Field name Definition Valid values

Is New Determines whether this part exists as a true or

neutral part in the database and does not false (default value)
have a realized physical part.

Neutral Part The neutral part that is used to create the Click and select one of the
new physical part to be installed.
following values:
Note:
• Add allows you to search for
This field is only valid if Is New is set an existing neutral part.
to true indicating the neutral part • Clear clears any neutral part
does not have a realized physical that is contained in this field.
part.

Physical Part The physical part to install. Click and select one of the
following values:
Note:
This field is only valid for the • Add allows you to search for
following conditions: an existing physical part to
install.
• The field Is New is set to false The search results display the
indicating the physical part valid preferred, alternate,
selected for the install already substitute, and deviated
exists. physical parts that can be
installed.
• The field Is Traceable is set to • Clear clears any physical part
true indicating it is traceable part that is contained in this field.
movement.

Part Number The part number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are installing does not exist as a
neutral part in the database.

Serial Number The serial number of the new physical Alphanumeric string (1–128
part. The part number is valid only if the characters).
field Is Traceable is set to false indicating
the part you are installing does not exist as
a neutral part in the database.

Manufacture ID The manufacturer ID of the new physical Alphanumeric string (1–128

part. The part number is valid only if the characters).

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Field name Definition Valid values

field Is Traceable is set to false indicating

the part you are installing does not exist as
a neutral part in the database.

Lot Number The lot number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are installing does not exist as a
neutral part in the database.

Uninstall The physical location of the uninstalled Click and select one of the
Location part.
following values:
Note:
• Add to select the physical
This field is only available if the Part location from the displayed list
Movement Type field is set to of preferred physical locations.
Uninstall or Replace. • Clear to clear the physical
location that is contained in
this field.

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10. Click Finish to create the install part movement. Alternately, click Cancel to exit.

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The applicable part movement changes are not applied to the physical structure until the parent
service event is approved. After approval, the physical part is uninstalled from the structure.

Approve service data

Service data must pass an approval process to perform operations to the physical structure such as part
movements or activity entry value updates. You can approve service data manually, or you can submit
the service data through an approval workflow process. If any errors are encountered during the
approval, all changes made during the approval process are rolled back and the process is terminated.

The following service data must be approved:

• Service groups
When you approve a service group, the approval process is applied to all of the service groups, service
events, and service discrepancies contained within that parent service group.

• Service events
If a service event is part of a service group, it can be approved as part of the approval process for the
parent service group.

• Service discrepancies
If a service discrepancy is related to a service group or service event, it can only be approved by
approving the parent service group or service event. A service discrepancy that does not have an
associated corrective action service event cannot be approved.

Note:
Service groups, service events, and service discrepancies can only be approved by a user that
shares the same role as the creating user. Users outside the role of the creating user cannot
approve the object.
If the service data objects are part of a service group structure, you can only approve the top level
of the structure. Approval of leaf nodes is not permitted. You can approve the above service data
objects individually if they are not part of a service group structure. When service data objects are
approved, they are locked, and you cannot add additional information.

To approve service data, do one of the following:

• Right-click the service group, service event, or service discrepancy that you want to approve and
choose Approve.

• Route the service group, service event, or service discrepancy that you want to approve to a workflow
created in Workflow Designer that uses the SERVICEPROCESSING-approve-service-structure
workflow handler for approval.

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After the above service data is approved, the following occurs:

• All related operations such as part movements are performed.

• The approval attribute for the approved service data is set to Approved.

• The In-Process relationship between each transaction element and the related physical part master is
removed and a Completed relationship is added to the physical part revision.

• The related physical structure is released.

• If the category of a service event is set to Overhaul, the date and time of the last overhaul is set to
the completion date and time of the service event.

• If the category of a service event is set to Repair, the date and time of the last repair is set to the
completion date and time of the service event.

• The service data objects are locked, and you cannot add additional information.

View service details

You can display service details to view the following information:

• Property details
Details that display the properties of the service event management object.

• Service event information and status

Properties of the service event and whether the service event is in progress or completed.

• Part movement information

Part movement information for service events.

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, select the service event object that you want to display the service
details for.

4. Choose Window → Show View → Service Details.

The Details tab appears at the bottom of the window.

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5. To display service events that are in progress for a physical structure or part, click next to the
button in the Service Details window and select Show In-Progress.

All service events that are in progress are displayed.

6. To display service events that are completed for a physical structure or part, click next to the
button in the Service Details window and select Completed.

All service events that are completed are displayed.

7. To display part movement information for a service event, click next to the button in the
Service Details window and select Show Part Movements.

The information about the part movements is displayed.

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© 2020 Siemens
9. Comparing as-maintained structures
Comparing as-maintained structures
As shown in the following figure, a user such as a production planner can compare two physical
structures or a physical structure with a neutral structure to identify changes or differences between two
product structures.

Comparing as-maintained structures

For example, you can compare the neutral structure and the physical structure to highlight the missing
and nontraceable parts or compare two different installations of the same physical structure to show
differences. The differences are displayed using colors that represent full, partial, or no matches
between the structures. You can also optionally generate a report summarizing the differences.

Comparing structures with or without context

Comparing with context

As-maintained structures can be compared with or without context.

If you select the Compare (with context) option, you are comparing the parts in position in the physical
or neutral structures. For example, you can use compare with context to determine if the left and right
engines were swapped. A compare without context would not detect those differences.

For this comparison to work properly, you must set a value in the ID in Context column in the Service
Editor window for the parts in the neutral structure. This comparison is similar to an accountability
check between structures using Multi-Structure Manager. You can select additional properties for
comparison and set the context ID to match any source and target line that have the same absolute
occurrence identifier.

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Set compare with context preferences

To specify the default and additional properties used for comparing as-maintained structures with
context, an administrator sets the DefaultAsMaintainedAccCheckProperties and
AdditionalAsMaintainedAccCheckProperties preferences.

Preference Default values

DefaultAsMaintainedAccCheckProperties phbl_part_number
phbl_part_used_is
phbl_design_rev_id

AdditionalAsMaintainedAccCheckProperties phbl_part_usage_name

Perform compare with context

You compare two as-maintained structures in the Service Editor view using two separate panes.

1. From the navigation pane, click Service Manager to open the source structure in the bottom pane
and the target structure in the top pane.

a. From the navigation pane, click Service Manager.

b. Choose Window → Show View → Service Editor to open the Service Editor view.

c. From the Service Editor view, click Open by Name to open the source structure.

d. Click Show/Hide lower structure panel located at the top of the application window to
create a new empty (target) pane. The source structure appears in the bottom pane.

e. Click Open by Name to open the second structure in the top pane.

2. After you open the as-maintained structures in the appropriate panes, configure them by setting
the revision rule and/or variant rule in each pane.

3. Expand and collapse assemblies to define the scope of the comparison.

4. Choose Tools → Compare.

The Compare dialog box appears.

5. Do one of the following:

• If you want to reverse source and target as-maintained structures, select Flip source and target.

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• To compare as-maintained structures with context, select Compare (with context).

6. Select Display Options to change comparison color scheme. When you compare two structures,
the results are displayed in a variety of colors that you can change using the display options. To
help users who cannot differentiate colors, a tool tip shows the name of the color. If the name is
not available, the tool tip displays the RGB (red, green, blue) value.

• Check the display options you require.

Display option Description

Full match If all properties of a source object are identical to the

properties of a target object, both objects are set to the
same background color. The default color is green.

Partial match If some of the properties of a source object is identical to the

properties of a target object, both objects are set to the
same background color. The default color is yellow.

Multiple match If the properties of a source object are identical to the

properties of target objects, all objects are set to the same
background color. The default color is orange.

Multiple partial If some of the properties of a source object is identical to the

match properties of target objects, all objects are set to the same
background color. The default color is pink.

Missing target If the properties of a source object are not found by target
objects, the source object is set to this color. The default
color is red.

Missing source If the properties of a target object do not meet properties of

any source objects, the target object is set to this color. The
default color is white.

• Change the default color by clicking next to the color. Set the colors by selecting a color
swatch, and setting HSB (hue, saturation, brilliance) or RGB (red, green, blue) values.

7. Select Compare Options to change properties.

• To compare any source line and target line that have the same absolute occurrence identifier,
select the Treat same ID in context as same check box. If not selected, the compare does not
match lines with different absolute occurrences, even if they share the same absolute
occurrence identifier.

• To match lines in the source and target that have the same properties as those you choose in the
Selected Properties list, select the Compare Additional Properties check box. If not selected,
the compare includes only those default options defined by your administrator.

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• Use the button to select the properties from the Available Properties list and move them
to the Selected Properties list. Use the button to remove the properties from the
Selected Properties list and move them back to the Available Properties list.

8. Click Check to begin the comparison. Alternatively, click Cancel to exit.

Comparing without context

As-maintained structures can be compared with or without context.

If you choose the Compare (without context) option, you can compare structures at the at the
assembly or subassembly levels and set the level or mode of comparison. This comparison is similar to
comparing two structures in the Structure Manager view using Structure Manager. When Teamcenter
compares the displayed product structures (BOMs); it compares each level that is visible. Consequently,
you can compare different views or configurations by expanding the structure to the desired level. Also,
if you collapse assemblies in the product structure, the comparison excludes the content of those
assemblies. You can use this feature to limit the scope of a comparison.

Set compare without context preferences

• Property preferences
To specify the default and additional properties used for comparing as-maintained structures without
context, an administrator sets the sets the DefaultAsMaintainedCompareProperties and
AdditionalAsMaintainedCompareProperties preferences.

Global constant Default values

DefaultAsMaintainedCompareProperties phbl_part_number
phbl_part_usage_name

AdditionalAsMaintainedCompareProperties phbl_part_used_is
phbl_design_rev_id

• Display preferences
Because the display options are unavailable when comparing without context, an administrator can
change the colors displayed for added and changed occurrences by setting the PSEAdditionColorPref
and PSEChangedColorPref preferences. No colors are displayed for full matches.

Preference Default value

PSEAdditionColorPref red

PSEChangedColorPref orange

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Perform compare without context

You compare two as-maintained structures in the Service Editor view using two separate panes.

1. From the navigation pane, click Service Manager to open the source structure in the bottom pane
and the target structure in the top pane.

a. From the navigation pane, click Service Manager.

b. Choose Window → Show View → Service Editor to open the Service Editor view.

c. From the Service Editor view, click Open by Name to open the source structure.

d. Click Show/Hide lower structure panel located at the top of the application window to
create a new empty (target) pane. The source structure appears in the bottom pane.

e. Click Open by Name to open the second structure in the top pane.

2. After you open the as-maintained structures in the appropriate panes, configure them by setting
the revision rule and/or variant rule in each pane.

3. Expand and collapse assemblies to define the scope of the comparison.

Note:
You compare only the visible structures displayed in the panes.

4. Choose Tools → Compare.

The Compare dialog box appears.

5. Do one of the following:

• If you want to reverse source and target as-maintained structures, select Flip source and target.

• To compare as-maintained structures without context, select Compare (without context).

6. Select Compare Options to change compare modes.

• Select the compare mode to set the level of comparison.

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Mode Description

Single Level Compares only the first levels of the product structures.

Multi Level Performs a single-level comparison at the top level, and then
starts further single-level comparisons on any subassemblies that
match between the two product structures. This process is
repeated successively down the product structure.

Lowest Level Compares only the lowest level items of the product structures,
ignoring all intermediate assemblies. This is useful for verifying
that piece parts are consistent.

7. If you want to display a report window summarizing the differences between the structures, select
the Report check box.
The Print window appears after the compare is complete.

8. To print the report, choose Print the file . To save the report to a local text file, from the report
window, choose Saves to a user specified file . To close the window, choose Close.

• In single-level mode and lowest level mode, the reports are flat lists of differences.

• In multilevel mode, the report is an indented output is produced, showing the parent assemblies
of any changed items.

9. Click Check to begin the comparison. Alternatively, click Cancel to exit.

Note:
Because the display options are unavailable when comparing without context, an administrator
can change the colors displayed for added and changed occurrences by setting the
PSEAdditionColorPref and PSEChangedColorPref preferences. No colors are displayed for full
matches.

Clear comparison
• To clear the highlighting colors, choose Tools → Clear.

Note:
If you start a new comparison before clearing the results of the previous comparison, the
existing results are automatically cleared.

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Comparing a neutral structure to a physical structure

Comparing as-maintained physical structure to neutral structure

You can compare an as-maintained neutral structure with an as-maintained physical structure. For
example, you may want to highlight the following as differences:

• Nontraceable parts

• Missing physical parts

• Substitute parts

• Deviated parts

• Global alternate parts

To compare a neutral structure with a physical structure with context, set up the comparison as
described in Perform compare with context.

To compare a neutral structure with a physical structure without context, set up the comparison as
described in Perform compare without context.

Compare with context example between a neutral structure and a physical

structure

The following compare information and figure show the result of a compare with context between the
neutral structure and the physical structure for the bearing housing assembly.

• Source structure: physical structure in the top pane for the bearing housing assembly.

• Target structure: neutral structure in the bottom pane for the bearing housing assembly.

• All the display options are selected.

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Comparing as-maintained physical and neutral structures with context

The color green indicates a full match. The following parts show differences.

Part ID Structure Color Why?

BH014 Neutral Yellow indicating a partial Some properties are identical

match because the alternate part for
the shaft was installed in the
physical structure.

BH014A Physical Light blue indicating the The alternate part for the
physical part is an alternate shaft was installed in the
physical structure.

BH015 Neutral Yellow indicating a partial Some properties are identical

match because the substitute part
for the shaft was installed in
the physical structure.

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Part ID Structure Color Why?

BH015S Physical Royal blue indicating the The substitute part for the
physical part is a substitute shaft was installed in the
physical structure.

BH021 Neutral Light blue indicating a The physical part for the
missing source. hardware is missing from the
source physical structure.

Compare without context example between a neutral structure and a

physical structure

The following compare information and figure show the result of a compare without context between
the neutral structure and the physical structure for the bearing housing assembly.

• Source structure: neutral structure in the top pane for the bearing housing assembly.

• Target structure: physical structure in the bottom pane for the bearing housing assembly.

• Display options:

• Set to Multi Level.

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Comparing as-maintained physical and neutral structures without context

No color indicates a full match. Because compare without context compares the parts that are visible
and does not compare properties, the following parts show differences.

Part ID Structure Color Why?

BH014 Neutral Red indicating no match The alternate part for the
shaft was installed in the
physical structure.

BH014A Physical Cyan indicating the physical The alternate part for the
part is an alternate shaft was installed in the
physical structure.

BH015 Neutral Red indicating no match The substitute part for the
shaft was installed in the
physical structure.

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Part ID Structure Color Why?

BH015S Physical Royal blue indicating the The substitute part for the
physical part is a substitute shaft was installed in the
physical structure.

BH021 Neutral Red indicating no match The hardware does not exist
in the physical structure.

Comparing two physical structures

Comparing two as-maintained physical structures

You can compare two as-maintained physical structures. For example, you may want to highlight the
differences between two installations of the same physical structure.

To compare two physical structures with context, set up the comparison as described in Perform
compare with context.

To compare two physical structures without context, set up the comparison as described in Perform
compare without context.

Compare with context example between two physical structures

The following figure shows the result of a compare with context between two physical structures for the
bearing housing assembly.

• Source structure: The bearing housing assembly in the bottom pane used in the missile truck. The
serial number is set to MTruck.

• Target structure: The bearing housing assembly in the top pane used in the supply truck. The serial
number is set to STruck.

• All display options are selected.

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Comparing two as-maintained physical structures with context

The color green indicates a full match. The following parts show differences.

Part ID Structure Color Why?

BH014 MTruck Yellow indicating a partial Some properties are identical

match because the alternate part for
the shaft was installed in the
physical structure used in the
supply truck.

BH014A STruck Cyan indicating the physical The alternate part for the
part is an alternate shaft was installed in the
physical structure used in the
supply truck.

BH015 MTruck Yellow indicating a partial Some properties are identical

match because the substitute part
for the shaft was installed in

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Part ID Structure Color Why?

the physical structure used in

the supply truck.

BH015S STruck Royal blue indicating the The substitute part for the
physical part is a substitute shaft was installed in the
physical structure used in the
supply truck.

BH016 STruck Light blue indicating a The regular bearing housing

missing source. does not exist in the source
physical structure used in the
missile truck.

BH016HD MTruck Red indicating a missing The heavy duty bearing

target. housing does not exist in the
target physical structure used
in the supply truck.

BH020D MTruck Yellow indicating the physical The deviated redesigned part
part is a deviation for the retaining ring was
installed in the physical
structure used in the missile
truck.

BH020 STruck Yellow indicating a partial Some properties are identical

match because the deviated
redesigned part for the
retaining ring was installed in
the physical structure used in
the missile truck.

Compare without context example between two physical structures

The following figure shows the result of a compare without context between two physical structures for
the bearing housing assembly.

• Source structure: The bearing housing assembly in the bottom pane used in the missile truck. The
serial number is set to MTruck.

• Target structure: The bearing housing assembly in the top pane used in the supply truck. The serial
number is set to STruck.

• Display options:

• Set to Multi Level.

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Comparing two as-maintained physical structures without context

No color indicates a full match. Because compare without context compares the parts that are visible
and does not compare properties, the following parts show differences.

Part ID Structure Color Why?

BH014A STruck Cyan indicating the physical The alternate part for the
part is an alternate shaft was installed in the
physical structure used in the
supply truck.

BH014 MTruck Red indicating no match The alternate part for the
shaft was installed in the
physical structure used in the
supply truck.

BH015S STruck Royal blue indicating the The substitute part for the
physical part is a substitute shaft was installed in the

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Part ID Structure Color Why?

physical structure used in the

supply truck.

BH015 MTruck Red indicating no match The substitute part for the
shaft was installed in the
physical structure used in the
supply truck.

BH016 STruck Red indicating no match The heavy duty bearing

housing is installed in the
physical structure used in the
missile truck.

BH016HD MTruck Red indicating no match The regular bearing housing

is installed in the physical
structure used in the supply
truck.

BH020 STruck Red indicating no match The deviated redesigned part

for the retaining ring was
installed in the physical
structure used in the missile
truck.

BH020D MTruck Red indicating no match The deviated redesigned part

for the retaining ring was
installed in the physical
structure used in the missile
truck.

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© 2020 Siemens
10. Visualizing as-maintained physical
structures
Visualizing as-maintained physical structures
You can visualize the neutral and as-maintained physical structures from the Service Editor view with
the embedded viewer. You can also view any untraced parts for the as-maintained physical structure.
When you visualize the as-maintained physical structure, you are looking at the data associated with its
linked neutral structure. The visualization data is only associated to the design parts of the neutral
structure and not to the related as-maintained physical structure.

You use the embedded viewer in the Service Editor view in the same way as the embedded viewer in
the Structure Manager view. If you want to use the enhanced capabilities of Lifecycle Visualization or
the embedded viewer, you must purchase and install the necessary additional licenses.

Note:
Physical parts with Part Used status set to Missing do not display any visualization.

The following figure shows an example where you can visualize both the neutral and physical structures
in the Service Editor view with a split window. You may want to use a split window to see what the
missing physical parts look like by viewing the visualization of their related neutral part item revisions.

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Visualizing as-maintained neutral and physical structures

Associating image file datasets

To visualize the neutral or as-built physical structure, you must create DirectModel datasets containing
the image (JT) files. You attach the datasets with the Rendering relationship to the neutral part item
revisions that compose the neutral structure. When you visualize the physical structure, you are
accessing the same datasets attached to its linked neutral structure. A DirectModel dataset can contain
several JT files with different names, so you should set rules that determine the file to display.

Visualize the as-maintained structure model

1. From the navigation pane, click Service Manager.

2. Choose Window → Show View → Service Editor.

3. From the Service Editor view, click Open By Name to open the as-maintained physical
structure or neutral structure.
To display split structure panes for two structures, click Show/Hide lower Structure Panel
located at the top of the application.

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4. Choose View → Show Data Panel, or click the Show/Hide Data Panel button on the toolbar.

5. Click the Assembly Viewer tab to visualize the 3D models for the structure.

Visualization window layout

The lines in the project workspace are shown with a check box to the left of the part. You select the
check boxes next to the part and assembly names in the assembly tree to choose which parts and
assemblies to load and make visible. By default, they are all clear.

Visualization screen layout

1 Project workspace Displays the product structure.

2 Navigation toolbar Toolbar used to navigate the 3D model.

3 Graphical viewing window Displays the 3D model associated with the product
structure.

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Change visibility
• To display or hide entire models, assemblies, or individual parts, you can do any of the following:

To Do this

View the entire structure Select the check box for the top-level line in the structure to
load the graphics for every line in the structure.

View a selected part of the Select the check boxes only for those lines for which you want
structure to load the graphics.

View only the part Select the check box for the line for a part.

View an assembly Select the check box for a line representing the assembly.

Hide the entire structure Clear the check boxes.

Using the graphics menu

The Graphics menu appears when you click the Assembly Viewer tab.

Command Description

Selection → Select All Selects all the objects displayed in the viewer.

Selection → Select None Clears any objects currently selected in the viewer.

Selection → Reverse Selection Selects all objects not selected in the viewer, while
simultaneously unselecting any objects currently selected in the
viewer.

Visibility → View Selected Blanks and unblanks objects loaded in the viewer.

Note:
The term loaded refers to an object whose JT file has been
loaded in the viewer. A loaded object may or may not be
visible, depending on whether it has been blanked or
unblanked.

Visibility → Blank Selected Makes any objects selected in the viewer invisible.

Visibility → Blank All Makes all objects in the viewer invisible.

Visibility → Unblank All Makes all objects loaded in the viewer visible.

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Command Description

Visibility → Reverse Blank All Makes any currently visible objects invisible, while
simultaneously making visible any loaded objects which are
currently invisible.

Visibility → Unload Selected Unloads any objects selected in the viewer.

Edit Color/Translucency Modifies the color, transparency, and shine of selected objects in
the viewer. These settings only apply to the currently loaded
objects. The next time the edited object is loaded, the settings
revert to the default color and translucency.

Insert Allows you to insert JT, stereolithography (.stl), and VRML (.wrl)
files as reference graphics.

Insert → Insert from File Inserts a reference graphic from the operating system, using the
Open by Name dialog box.

Insert → Insert from Clipboard Inserts a reference graphics object from the clipboard.

Note:
Only item revisions (not items) can be displayed as
reference graphics.

Views → Views Control Creates, edits, and displays standard views, using the Rotate and
Standard Views dialog boxes.

Draw Children Displays the components of a subassembly. You can also access
this command if you right-click in the BOM.

Show Subcomponents Breaks down solids in the corresponding monolithic JT files and
make the subcomponents independently controllable. This
function is available only for only leaf and unpacked BOM line
nodes.

Hide Subcomponents Removes all merged subcomponents and the one-level tree from
the tree. You can load or unload the monolithic JT file related to
this BOM line node in the normal way.

Export 3D File Exports the current visible objects to a STEP or VRML file.

Replace JT File Replaces the JT file that represents an item revision. You can
choose a replacement file from one of the JT files associated with
the current BOM line item.

Transformation → Temporary Generates an exploded view for use in technical illustrations.

Transformation

Transformation → Persistent Modifies the physical location of a part (or set of parts) in an
Transformation owning assembly.

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Command Description

Clearance → Preferences → Calc Specifies the precision and nature of the clearance check.
ulator Settings

Clearance → Preferences → Clear Defines the clearance conditions based on the metadata of the
ance Requirements structure or elements.

Clearance → Preferences → Clear Adjusts the clearance results preferences to change the
ance Results appearance and behavior of clearance results.

Clearance → Preferences → Togg Displays the clearance results window.

le Results Window

Performance Sets rendering, culling and general performance preferences.

Preferences Sets clearance analysis and general viewer preferences.

Navigating the 3D model

When you visualize the 3D model associated to the physical or neutral structure. the 3D navigator
toolbar appears at the top of the Assembly Viewer window. It is used to manipulate the 3D view.

Option name Mode Use this button to

Fly Explore Enable Examine mode.
Examine
Examine Explore Enable Fly mode.
Fly
Examine Fly Enable Explore mode.
Explore
Examine Fly Return to the last static view.
Previous View Explore
Examine Fly Move to the next static view
Next View Explore
Fit All Examine Fly Fit all visible parts of the model into the viewing
Explore window.
Zoom Area Examine Fly Zoom to a specific area of the model.
Explore
seek Examine Fly Center a point of the model. This point becomes the
Explore center of rotation.

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Rotate Examine Rotate your model in the viewing window.

Pan Examine Fly Pan the model in the plane of the viewing window.
Explore
Zoom Examine Move closer to or farther from the model.

Position Explore Choose your position in the model.

Level Fly Explore Align the view to the up vector.

Terrain Following Fly Explore Remain a specified distance above the floor upon
which you are moving.
Collision Detection Fly Explore Stop moving through your model when you come into
contact with a part.
Go Home Explore Return to the location and position you were at when
you last selected Set Home.
Set Home Explore Set the current location and position as the home
location.
Preferences Examine Fly Set mode preferences.
Explore

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• Importing as-maintained physical structures and service event management data from third-party
systems or other Teamcenter sites into Teamcenter using the PLM XML format.

• Exporting as-maintained physical structures and service event management data from Teamcenter to
other Teamcenter sites or third party systems using the PLM XML format.

• Using Multi-Site Collaboration to share Service Manager data between multiple Teamcenter sites.

Exporting Service Manager data

A user such as a production planner can export Service Manager data from Teamcenter to other
Teamcenter sites or third party systems.

You can export as-maintained physical structures in the PLM XML format.
Exported data includes:

• Physical parts with revisions.

• Physical realization information.

• As-maintained structures including installation dates.

• Physical alignment relations.

Service Manager, Teamcenter 13.0 PLM00170 13.0 11-1

• Lot information if assigned to a physical part.

• Deviation information.

• Physical disposition information including disposition types.

• Utilization information which includes:

• Characteristics
• Characteristic values
• Log book
• Log entries

You can export the following service event management objects in the PLM XML format:

• Service group
• Service event
• Service discrepancy
• Fault codes
• Part movements

Export Service Manager data

You can export Service Manager data from Teamcenter to PLM XML by performing the following steps:

1. Select the object to be exported.

2. Choose Tools → Export → To PLMXML.

The system displays the PLM XML Export dialog box.

3. In the Export Directory box, select the directory in which to place the PLM XML file. Click Browse
to locate the directory.

4. Specify the name of the export file in the Export Filename box.

5. Select the transfer mode to be used to configure the export operation.

• Select AsMaintainedDataExport to export an as-maintained structure.

• Select SEM_PLMXMLDataExport to export service event management data.

6. (Optional) Click Select Languages to display the Language Selection dialog box for the languages
configured at your site.

• Main Language is the site master language. This cannot be changed.

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• The Available Languages box lists the languages you can select as additional languages for
export.

• The Select Additional Languages box lists the preconfigured languages for the selected
transfer mode.

• To select additional languages for export, follow these steps:

1. Select a language in the Available Languages box.

2. Click the Add button .

• The selected language is added to the Selected Additional Languages box.

• To reorder the languages in the Selected Additional Languages box, select a language
and use the move buttons as required.

3. Click OK or Apply.

The languages selected for export are displayed in the Languages box.

Note:
If you change the transfer mode, the Languages entries remains unchanged. You can
use the Language Selection dialog box again to add or remove more languages.

7. (Optional) Select a revision rule to configure the assembly to be exported.

8. If you do not apply a revision rule, only the parent item revision is exported.

9. (Optional) Select Open PLM XML File to view the file when the export operation is complete.

10. (Optional) Select the View Log File check box to view the log file when the data translation is
complete.

11. (Optional) Select the Perform Export In Background check box to perform an asynchronous
export.

12. Click OK to export the objects in the Object List and close the dialog box.

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Importing Service Manager data

A user such as a production planner can import Service Manager data from Teamcenter to other
Teamcenter sites or third party systems.

You can import as-maintained and service event management data into Teamcenter from any third-
party system if it conforms to the PLM XML schema.

When you import as-maintained structures, the following information is also imported:

• Disposition information.

• Log book and log entry information.

• Utilization information such as characteristics definitions and values.

Refer to the following table for PLM XML elements and the associated Teamcenter as-maintained
classes.

PLM XML element Teamcenter class

RealizedProduct Physical Part

RealizedProductRevision PhysicalPartRevision

RealizedFromRelation Physical Realization (relation)

AllowedDeviationRelation Allowed Deviation (relation)

Lot, LotRevision Lot

Deviation DeviationDocument

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PLM XML element Teamcenter class

DeviationRevision DeviationDocumentRevision

CharacteristicDefinition, CharacteristicDefinition
CharacteristicDefinitionRevision

CharacteristicValue CharacteristicValue

CharacteristicValueForRealised PhysicalCharacteristics (relation)

ProductRelation

Fleet Asset Group

SLMLocation PhysicalLocation

SLMLocationRevision PhysicalLocationRevision

SLMLocationRelation PhysicalLocationUsage (relation)

Because the physical structure does not have one-to-one mapping in PLM XML, the following combined
PLM XML elements provide the information for the entire physical structure:

• InstanceGraph

• ProductRevisionView

• RealisedProductInstance

In addition, note the following when importing an as-maintained physical structure:

• Before you import an as-maintained structure, the neutral structure and the part logistics information
must exist on the importing site.

• If the occurrence information is provided along with the occurrence name, the alignment relation is
created. If the occurrence name is not provided or the occurrence name does not match the neutral
part occurrence name, PLM XML processes the structure relationship without the alignment relation.

• If the lot information is provided and the lot is not defined in Teamcenter, PLM XML creates and
assigns the physical part to the new lot. If the lot exists, the physical part is assigned to the existing
lot.

• When importing a part movement using PLM XML, the Uninstall Location field is blank and the
following values are used:

• The value of the PartMovementDefaultRemoveLocation preference, if this preference is set.

• The first value of the SLMDefaultLocations preference, if the

PartMovementDefaultRemoveLocation preference is not set.

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Refer to the following table for PLM XML elements and the associated Teamcenter service event
management classes.

PLM XML element Teamcenter class

ServiceGroupType ServiceGroup

ServiceDiscrepancyType ServiceDiscrepancy

TCServiceEventType ServiceEvent

PartMovementType PartMovement

FaultCodeType FaultCode

ActivityCostType ActivityCost

ActivityEntryValueType ActivtyEntryValue

Import Service Manager data

Note:
Before you import an as-maintained structure, the neutral structure and the part logistics
information must exist on the importing site.

You can import Service Manager data (as-maintained or service event management) into Teamcenter
from a third-party system using PLM XML by performing the following steps:

1. Choose Tools → Import → From PLMXML.

The system displays the PLM XML Import dialog box.

2. Click Browse to the right of the Importing Object box.

The Select Object dialog box appears.

3. Select PLM XML File (.xml) from the Files of type list.

4. Navigate to the directory containing the file and select the file.
The system displays the file name in the Directory name box.

5. Click Select.
The system displays the path to the selected file in the Importing Object box of the dialog box.

6. Select the transfer mode to be used to configure the import operation.

• Select AsMaintainedDataImport to import an as-maintained structure.

• Select ConfiguredDataImportDefault to import service event management data.

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7. (Optional) Select the View Log File check box to view the log file when the data transfer is
complete.

8. Click Apply to start the import operation and retain the dialog box, or click OK to start the import
operation and exit the dialog box.
The system imports the data as follows:

• By default, the imported object has no container reference. You can use relevant search criteria
to find the imported object and so you can copy it to a folder.

• To have Teamcenter import objects into your Newstuff folder, create the
PLMXML_put_objects_in_newstuff_on_import preference and set the value to TRUE.
Imported objects are placed in a folder with the same name as the imported XML file.

Note:
If object names or IDs are encountered that exceed the character limit for those fields in
Teamcenter, the name and/or ID is truncated when imported in to Teamcenter. Teamcenter
provides 128 bytes for item IDs and names.

Import as-maintained structure behavior

When you import an as-maintained structure into Teamcenter from a third-party system and the physical
part parent is at a status of released in Teamcenter, the revision of the parent is revised only if there are
structural additions to the existing structure.

As the following figure shows, because the parent physical part Aircraft #100 has a status of released
before the import, it is revised after the import because Engine #300 was added to the structure in a
different position.

Service Manager, Teamcenter 13.0 PLM00170 13.0 11-7

Released parent physical part revision is revised in Teamcenter after structural addition

Re-import as-maintained structure behavior

When you re-import an as-maintained structure into Teamcenter from a third-party system, be aware of
the following behaviors:

• Re-import after the physical part is added to the as-maintained structure on third-party systems.
As the following figure shows, when the third-party as-maintained structure is re-imported with the
newly added physical part Pump #300, the additional part is imported into Teamcenter.

11-8 PLM00170 13.0 Service Manager, Teamcenter 13.0

Re-import into Teamcenter with additional physical part

• Re-import after the physical part is deleted from the as-maintained structure on third-party systems.
As the following figure shows, when the third-party as-maintained structure Aircraft #100 is re-
imported to Teamcenter with the physical part Pump #300 removed, the physical part is not removed
in Teamcenter.

Service Manager, Teamcenter 13.0 PLM00170 13.0 11-9

Re-import into Teamcenter with physical part removed

Sharing Service Manager data using Multi-Site Collaboration

Managing Service Manager data for Multi-Site Collaboration

Using Multi-Site Collaboration, you can share Service Manager data between multiple Teamcenter sites.
Each Teamcenter site has its own independent database with its own set of users and groups, data
models, business rules, and business processes.

Data sharing is done through object replication where an exact copy of an object is made at a remote
site using remote export and import functions. The replicas are synchronized when the master copy is
modified.

11-10 PLM00170 13.0 Service Manager, Teamcenter 13.0

The Object Directory Services server (ODS) site maintains a record of each object in the entire Multi-Site
Collaboration network.

The Integrated Distributed Services Manager (IDSM) provides the mechanism used to export an object
from the owner’s site, transmit it over the network, and import it into the destination site.

Multi-Site Collaboration support for as-maintained structures

When you export as-maintained structures and related Service Manager data using Multi-Site
Collaboration, Data Exchange also exports the relations and the related objects. The table summarizes
which relations and corresponding related objects are exported for each Service Manager object and
whether the related object is optional or required.

Exported Service Manager Exported relation Exported related Optional or

object object required

Item IMAN references Part logistics form Optional

Has characteristics Characteristic Optional

definitions

Physical part Physical Characteristic Required

characteristics values

Service Manager, Teamcenter 13.0 PLM00170 13.0 11-11

Exported Service Manager Exported relation Exported related Optional or

object object required

Physical part Optional

revision (by
creation date)

Allowed deviation Physical part Required

(child)

Contains Asset group Required

Physical part in Physical location Required

location

Disposition Disposition Required

applicability

Characteristic value Tag Characteristic Required

definition

Log entry Tag Log book Required

Log book Tag Physical part Required

Allowed deviation Tag Deviation Required

document

Physical part revision Tag Physical part Required

Physical realization Item revision Optional

Physical context Structure context Required

Tag Lot Required

As-maintained Physical part Optional

structure

Physical structure Physical structure Occurrence Optional

alignment

Lot Tag Item Required

Asset group Contains Asset group Optional

Contains Physical part Optional

Physical location None Physical location Optional

revision by
creation date

11-12 PLM00170 13.0 Service Manager, Teamcenter 13.0

Exported Service Manager Exported relation Exported related Optional or

object object required

Physical location revision Tag Physical location Required

As-maintained Physical location Optional

structure

Service Manager actions on stub and replica objects

Data sharing in Multi-Site Collaboration is done by replicating objects to remote databases through
export and import functions. In addition, during Multi-Site Collaboration import, Teamcenter uses the
persistent object model (POM) to create stubs for all referenced instances on the object. The following
table shows the Service Manager actions that can be performed on object replicas and stubs.

Actions Stub Replica Exceptions

Name occurrence No No

Create lot No Yes

Create serial number No No

generator

Generate as-maintained No Yes If any stubs are found in the neutral

structure structure during generation, the action
exits and does not process any partial
structures.

Install physical part No No

Uninstall physical part No No

Setup deviation No No

Assign lot No No

Compare No Yes The compared structures should not have

any stubs.

Visualization No Yes Visualization is not supported for stubs

within the neutral or physical structures.

Display as-maintained Yes Yes Stubs are displayed as remote lines.

structure Structures below stubs are not displayed.

Display location structure Yes Yes Stubs are displayed as remote lines.
Structures below stubs are not displayed.

Display asset group structure No Yes

Service Manager, Teamcenter 13.0 PLM00170 13.0 11-13

Actions Stub Replica Exceptions

Set default location No Yes The compared structures should not have
any stubs.

Display utilization No Yes Characteristic values that are stubs are not
displayed.

Record utilization No Yes Structure must be transferred with

ownership. If the structure has a replica or
a stub, values should not be propagated.

Release physical structure No Yes Structure must be transferred with

ownership.

Where installed No Yes

View disposition history No Yes

Display usage history No Yes

Multi-Site Collaboration support for Service Event Management data

When you import service event management objects using Multi-Site Collaboration, you must set the
Include Reference option to import the following related objects. The option is set by clicking the
Advanced tab in the Import Remote Options dialog box. The table summarizes which relations and
corresponding related objects are imported for each service event management object and whether the
related object is optional or required.

Imported Service Event Optional or

Management object Imported relation Imported related object required

Service object Completed Physical part Optional

CorrectiveAction Service event that Optional

completes a service
discrepancy

HWSOStructure Children of the selected Optional

service object

Service event MovedPart Physical part for an Optional

approved part movement

Service Event Management is a separately licensed extension of the Service Manager application. You
must obtain and install the appropriate licenses required to run the Service Event Management
extension.

Site preference.

Service Manager, Teamcenter 13.0 PLM00170 13.0 A-5

Disposition_Propagate_To_Child

DESCRIPTION

Determines if the disposition defined during the generation or duplication of the as-maintained
structure is propagated to all of the children parts generated.

VALID VALUES

One of any logical pairs (true or false, on or off, 0 or 1).

true Propagates the disposition to all child parts of the structure.

false Applies the disposition only to the top part of the structure.

B
BOM
Bill of materials.

• 100% BOM
The as sold product configuration, for example, the configuration of a car to be built and shipped to
the dealer.

• 120% BOM
Partial overlay of selected variant conditions. You cannot build the product from a 120% BOM.

• 150% BOM
Overlays of all possible variant configurations. You cannot build the product from a 150% BOM.

Service Manager, Teamcenter 13.0 PLM00170 13.0 B-1

BOM view revision (BVR)

Workspace object that stores the single-level assembly structure of an item revision. Access can be
controlled on the structure (BOM view revision) independently of other data. BOM view revisions are
meaningful only in the context of the item revisions for which they are created.

BVR
See BOM view revision (BVR).

C
characteristic definition
Information related to a neutral part that is important for service organizations maintaining assets. You
can create characteristic definitions that contain information to be measured against the physical part,
such as how long a product has been in use. You can also create characteristic definitions that contain
data to be measured against a physical part, such as temperature or oil pressure.

collaboration context
Teamcenter object that holds a collection of data contained in structure and configurator contexts. This
data allows you to capture multiple different Teamcenter structures in one container. You can open a
collaboration context in the Multi-Structure Manager application, in Manufacturing Process Planner, or
in Part Planner. You can also use a collaboration context to collect data to share with a third-party
application. See also structure context.

configuration rule
Rule that configures a structure. There are two kinds of configuration rules: revision rule and variant
rule.

consumable part
Nonrepairable item or repair part that can be discarded more economically than it can be repaired.

D
design bill of materials
List of components and subassemblies used to define an assembly structure, and the representation of
the assembly structure. Compare with manufacturing bill of materials.

deviated physical part

Physical part installed in a physical structure that is not the preferred part or designated as a valid
alternate or substitute to the preferred part.

deviation document
Document that authorizes the installation of a physical part that is a deviation from the design structure.

B-2 PLM00170 13.0 Service Manager, Teamcenter 13.0

© 2020 Siemens
deviation workflow
Process flow, reviewer’s list, and business validations required to route a deviation document for review
and approval.

disposition (Service Manager)

Defines whether the physical part is in an operational or a nonoperational state. For example, the part
disposition can be an operational disposition such as In-Service or a nonoperational disposition such as
In-Repair.

E
end item
Top-level node of an assembly that can represent a product or a factory structure.

F
fault code
Identifier that indicates an itemized fault or problem that a manufacturer has identified with a part.

find number
Number that identifies individual occurrences (or groups of occurrences) within a single-level assembly.
Components are ordered by find number within an assembly.

G
global alternate
Alternate that is interchangeable with another part, regardless of where the part is used in the product
structure. A global alternate applies to any revision of the part and is independent of views.

I
item
Workspace object generally used to represent a product, part, or component. Items can contain other
workspace objects including other items and object folders.

L
log book
Collection of log entries recorded against a specific physical asset. A physical asset may have more than
one associated log book.

Service Manager, Teamcenter 13.0 PLM00170 13.0 B-3

log entry
Record of data collected about a physical asset and recorded by a certain person at a certain time. The
log entry is associated to a single asset but may record characteristic values for several components
within that asset.

lot
Group of physical parts controlled by the same number. A lot number is similar to a serial number. The
difference between the two is that the same lot number can identify multiple physical parts, but no
more than the total number of physical parts specified by the lot size.

lot part
Physical part or assembly identified by a lot number.

M
manufacturing bill of materials
Defines how the product is manufactured, rather than how it is designed. Compare with design bill of
materials.

N
neutral part
Item defined in the neutral structure representing a part definition. It can be a part object or any other
item type configured as a valid neutral item type in the Business Modeler IDE.

neutral structure
Hierarchy of neutral parts representing the asset-independent product definition structure, such as the
manufacturing or design structure.

O
occurrence
Hierarchical structure relationship between the immediate parent assembly and its child component
item or item revision in a precise assembly. Sometimes called relative occurrence.

occurrence group
Collection of occurrences and absolute occurrences in the BOM. An occurrence group typically
represents an assembly.

occurrence path
Representation of the path from a top-level assembly to an occurrence of a component or subassembly.
An occurrence path is unique to the context of a specific BOM; different BOMs cannot contain the same
occurrence paths. The occurrence path does not change if the configuration of the BOM changes.

B-4 PLM00170 13.0 Service Manager, Teamcenter 13.0

© 2020 Siemens
override list
Item revisions in a workspace folder that is referenced from a revision rule. The item revisions in the
folder override the revision that would otherwise be loaded by the revision rule.

P
part logistics data
Information added to the neutral part that supports the realization of physical parts in as-built or as-
maintained representations of the product. For example, part logistics data determines whether the part
is traceable, serialized, or lot. Part logistics data is added to each neutral part using the Part Logistics
Form.

physical part
Representation of a built or manufactured physical asset realized from the neutral part. The physical part
captures asset information such as its serial number, manufacturer ID, and lot number. It also inherits
the part number from the neutral part from which it is realized.

physical realization
Relation between a physical part and the neutral part revision that it was realized from.

physical structure
Approved product structure that includes part information.

product structure
Hierarchy of assembly parts and component parts with a geometric relationship between them, for
example, a bill of materials (BOM). Variant and revision rules define the generic BOM. This BOM can
then be loaded to display the configured variant.

product view
Saved configuration of the assembly viewer, including the selection of objects, zoom factor, rotation
angle, and pan displacements.

properties
Keys and values that specify the configuration settings for an application in the Teamcenter rich client.

R
release status
Status associated with a workspace object when it is released through a workflow process.

revision rule
Parameter set by the user that determines which revision of an item is used to configure product
context.

Service Manager, Teamcenter 13.0 PLM00170 13.0 B-5

rotable part
Repairable component or inventory item that can be repeatedly restored to a fully operational condition
and reused over the normal life cycle of the parent equipment to which it is related.

S
serialized part
Physical part or assembly identified by a serial number.

serial number generator

Number generator that can be configured on a neutral part to create serial numbers for every instance
of a physical part. You can set characteristics for the serial numbers, such as a prefix, a suffix, the
number increment, and the maximum number of characters in the serial number. During the
instantiation of the physical structure from the neutral structure, you can choose to automatically assign
the serial numbers to the newly created physical parts.

service discrepancy
An irregularity or observation discovered with regard to maintenance of a physical part. Discrepancies
can also identify if there was a failure with the physical part.

service event
Informational data that is captured as a result of service activity that is performed by an external source.

service group
Collection of service events and service discrepancies used to organize the service records of one or
more physical parts.

structure
Representation of multiple objects and their interdependencies. For example, a classification structure
represents classes and their inheritance dependencies, and an assembly structure represents how
components and subassemblies are associated to build up an assembly. The structure can be viewed in
several applications, including Structure Manager, Manufacturing Process Planner, Part Planner, Multi-
Structure Manager, and Resource Manager.
In Resource Manager, most structures are hierarchical. For example, they acquire the form of a tree
where each node can have only one parent but multiple siblings and children.

structure context
BOM or assembly structure contained in a collaboration context. The structure context can contain
occurrence groups, items, and item revisions. See also collaboration context.

substitute
Component that can be used interchangeably within an occurrence, typically for manufacturing
purposes. The preferred substitute is displayed in the structure.

B-6 PLM00170 13.0 Service Manager, Teamcenter 13.0

© 2020 Siemens
T
top level
Object at the root of a product structure where a process plan is being developed. The top level can be
either an end product being manufactured or a subassembly used in the end product (for example, an
engine for a tractor where the tractor is the end product).

U
usage
Occurrence property that defines the position that the physical part occupies within the as-built
structure.

V
view (Classification)
Tailored representation of attributes within a class. Views are associated with abstract and storage
classes. Attribute properties can also be applied. For example, a class may define the physical and
accounting attributes for its objects, but a view for tool designers may display only the physical
attributes, and a view for accountants may display only pricing and order number attributes.

view type
Attribute of a BOM view revision. The view type specifies the BOM view revision's intended use (for
example, design or manufacture). The view type distinguishes one BOM view revision from another
BOM view revision of the same item revision.

W
working revision
Revision that can be changed by a user with write privileges. No record of intermediate states of a
working revision is maintained by Teamcenter.

Service Manager, Teamcenter 13.0 PLM00170 13.0 B-7

© 2020 Siemens
Siemens Digital Industries Software
Headquarters Europe
Granite Park One Stephenson House
5800 Granite Parkway Sir William Siemens Square
Suite 600 Frimley, Camberley
Plano, TX 75024 Surrey, GU16 8QD
USA +44 (0) 1276 413200
+1 972 987 3000

Asia-Pacific
Americas Suites 4301-4302, 43/F
Granite Park One AIA Kowloon Tower, Landmark East
5800 Granite Parkway 100 How Ming Street
Suite 600 Kwun Tong, Kowloon
Plano, TX 75024 Hong Kong
USA +852 2230 3308
+1 314 264 8499

About Siemens Digital Industries Software

Siemens Digital Industries Software is a leading global provider of product life cycle management
(PLM) software and services with 7 million licensed seats and 71,000 customers worldwide.
Headquartered in Plano, Texas, Siemens Digital Industries Software works collaboratively with
companies to deliver open solutions that help them turn more ideas into successful products. For
more information on Siemens Digital Industries Software products and services, visit
www.siemens.com/plm.
This software and related documentation are proprietary and confidential to Siemens.
© 2020 Siemens. A list of relevant Siemens trademarks is available. Other trademarks belong to
their respective owners.

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