Activity 2: Configure an item numbering scheme

Fusion Manage Extension

This feature is part of an extension. Extensions are a flexible way to access additional capabilities in Fusion. Learn more.

In this activity, you’ll configure several item numbering schemes for components and drawings.

Note: Once an item numbering scheme is created, you cannot modify or delete it. You can only deactivate it. For this reason, you should make sure the parameters and settings are correct before you finish adding the scheme. In this activity, you will create item numbering schemes that your team will use to complete their tutorials.

Important: It is assumed that you are performing this activity in your production environment. Therefore, we recommend that you read through the relevant help pages and steps so that you know what the result will be before modifying anything.

Prerequisites

Before you can complete these activities, you must complete Tutorial 1.

Steps

Access the hub administration.
1. Option 1: In the top-right corner of the Fusion web client, click your profile and select Admin.
2. Option 2: In the top-right corner of the Fusion Manage Extension site, click your profile and select Admin.
Create an item numbering scheme for assemblies.
1. Open the Item Numbering tab.
  
  Notice the default system numbering schemes:
  - Component (System) - item numbering scheme for components.
  - Drawing (System) - item numbering scheme for drawings.
  - Mapped (System) - item numbering scheme that uses the Part Number property as the item number.
    
    So that your team can complete their tutorials, do not deactivate these schemes.
2. Click Add Scheme.
3. In the Add Scheme dialog, enter the following information for the new scheme. Required fields are highlighted with a red asterisk.
  - Name: The name people see when choosing an item numbering scheme to use. Enter Assembly.
  - Text: Use these two boxes to enter a prefix and suffix for the scheme. Enter a prefix as ASM. We will not use a suffix in this example.
  - Delimiter: Use these two boxes to select a character for separating segments of the scheme. Click the first Delimiter drop-down and select - (dash).
  - Sequence: Numerical starting point for the scheme. The value you enter is the value applied to the first item created with this scheme. For subsequent items, the value increments by one. Enter 00001.
  - Object Type: Select the type of object this scheme will be used for. Click the dropdown and select Component.
  - Active: Makes the scheme available when generating item numbers. Click to make this scheme active.
    
    Note: Since schemes cannot be edited or deleted, you can deactivate them to hide them from your team.
  - Default: Makes this the default scheme when generating item numbers. Leave this unselected for this scheme.
4. Click Add.
Create a default item numbering scheme for parts.
1. Click Add Scheme.
2. In the Add Scheme dialog, enter the following information for the new scheme. Required fields are highlighted with a red asterisk.
  - Name: Enter Part.
  - Text: Enter a prefix as PRT. We will not use a suffix in this example.
  - Delimiter: Click the first Delimiter drop-down and select - (dash).
  - Sequence: Enter 00001.
  - Object Type: Select Component.
  - Active: Select to make this scheme active.
  - Default: Select to make this scheme the default.
3. Click Add.
Create an item numbering scheme for purchased/off-the shelf parts.
1. Click Add Scheme.
2. In the Add Scheme dialog, enter the following information for the new scheme. Required fields are highlighted with a red asterisk.
  - Name: Enter Purchased.
  - Text: Enter a prefix as PUR. We will not use a suffix in this example.
  - Delimiter: Click the first Delimiter drop-down and select - (dash).
  - Sequence: Enter 00001.
  - Object Type: Select Component.
  - Active: Select to make this scheme active.
  - Default: Leave this unselected.
3. Click Add.