To aide breaking down of a BOM View into lists for different purposes the custom BOM view is great. But when you have multiple functional areas looking at that information such as Procurement, Fabrication, Wharehouse etc. it would be nice to be able to filter the list to show only items in the BOM that met a specific criteria. Similar to the way Excell uses it Autofilter.
The idea would be that you have a filter row you could pick or enter the filter than apply and the currently displayed view would get filtered to show only matching items (parent items could be included if that causes issues). This functionality would be used for both Nested and Flat BOM Views.
It would be a time saver to be able to configure a custom BOM view for the Flat view, Similar to the nested view. This could possibly be implemented with a checkbox for and Applies to Nested, Flat or Both.
We have set up custom BOM field that is used to trigger spawing of tasks to perform action on the item in the BOM Row, I.E. Generate an RFQ request where the item info is copied via script to the RFQ Record. The issue is that in the nested view the quantity shown is the unit quantity not the project rolled up quantity. To get that you need to switch to the flat view get the rolled up quantity and switch back to the nested view and enter the quantity to Request for Quote.
This is just one use case, but feel that functionality would make the BOM View for useful.
It would be very helpful to have picklists for Groups that are created that is similar to the Users, ALL by Name picklist. This way, the users would only have to be maintained in the Group and not in a manually entered picklist as well.
Right now you can only use purge on the workspace to remove all the data in that workspace, one issue we are facing is deleted items are appearing in search and other users are finding ways of navigating to them. So basically any user error or duplicate that we deleted sits in our data forever and crops up to cause confusion.
So I am looking for a way to truly hide deleted items, their previous releases, and all the relationships they may have (project, BOM, relationships...). The two options I can think of would be purging those deleted items from the workspace or possibly creating a deleted item view permission.
One very interesting feature from NetSuite is the Field Help. Every field within every form/record is clickable and triggers a small pop up with a short help outline or instructions on how to access/modify. This field help can be configured by the admin for custom fields.
It would be great to add the capability to specify help and instructions on PLM 360 fields and would even allow clients to implement their processes within their workspaces and forms.
Streamline the process for setting up administrator rights including better documentation regarding the Administration [SYSTEM] group and the workspace-agnostic Special Permissions (Administer Users, Setup Administration, and Share Reports). It took me a while to figure out exactly what gives users administrator rights, and I'm still not exactly sure what the pros/cons of the system-protected group is vs using those workspace permissions. It's confusing and illogical to include the administrator permissions in the workspace roles.