Drawings
Drawings are the construction plans linked with the item. In Microsoft Dynamics 365 Business Central, these consist of several components.
To open the Drawings list, choose the 
icon, enter Drawings, and then choose the related link.
Drawings List
The drawing list is the overview of all drawings. If an item uses different drawings, all drawings are displayed in connection with the No. field to the Type Code field.
The fields in the Drawings page are described in the following table.
| Field | Description |
|---|---|
| No. | Number of drawing. |
| Type Code | Unique description of a drawing type. |
| Revision Code | Displays the current revision of the drawing. |
| Description | Brief description of the drawing. |
| Status Code | Displays the current status of the drawing. |
| Starting Date | Displays the starting date from which the specified status is valid for the respective drawing. |
| Ending Date | Displays the ending date up to which the specified status is valid for the respective drawing. |
| Created from No. | Displays the number of the drawing from which the current revision has emerged. This field is used to make revision statuses traceable. |
| Created from Revision Code | Displays the revision code of the drawing from which the current revision has emerged. This field is used to make revisions traceable. |
Drawing Card
The fields in the Drawing Card are used to specify each individual drawing.
Choose the New action to open a new Drawing Card or the Edit or View action to open an existing one.
General FastTab
In this area the general drawing data is recorded, some of which can also be seen in the list. Therefore, only the fields specific to the Drawing Card are defined in the table below.
| Field | Description |
|---|---|
| Comment | An internal comment can be written for the drawing. This has no relevant effect on the further procedure. |
| No. of Items Assigned | Specifies the number of items the drawing is assigned to. |
History FastTab
All data regarding the last change is displayed on this tab. This makes it possible to trace exactly when a drawing was changed by whom at each revision status. Revisions are created by choosing the Create New Revision action on either the Drawings list or Drawing Card.
The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Created from No. | Displays the number of the drawing from which the current revision status has emerged. |
| Created from Revision Code | Displays the revision status of the drawing from which the current status has emerged. |
| Creation Date | Date on which the data record was created. |
| Created by User ID | User ID from the user list that created the record. |
| Last Date Modified | Date on which a change was made to the current record. |
| Modified by User ID | User ID that last changed the record. |
FactBoxes
The Drawings list/Drawing Card includes three FactBoxes. Each is described in this section.
Picture FactBox
Pictures of drawings can be stored via the standard Picture FactBox, which is on the Details tab. Use the drop-down arrow to access options to take, import, export, and delete a picture.
Documents FactBox
Multiple files can be uploaded to the drawing via the Documents FactBox, which is on the Details tab. Use the drop-down arrow to access options to upload, download, and share files as well as open or edit the files in OneDrive. Additionally, you can choose Show details to open the Attached Documents page, which provides further information about the document(s), including who uploaded the files and when.
Links FactBox
Links to URLs can be assigned to a drawing via the standard Links FactBox, which is on the Attachments tab. Choose the New Line (+) icon and then enter the URL and a description of the link as needed. Links can be opened, edited, and deleted using the Show more options icon. Choose Edit to open the Links page, which includes who created the link and when.
Assign Drawings to Items
Drawings that are not linked to any item can be assigned manually. Choose the Assign to Items action to open the Items list. Choose one or more items to be assigned to the drawing and then choose the OK button.
Assign New Item Drawings to Existing Document Lines
When one or more drawings have been added to an existing item, hence the item is already used in documents that are now missing the new drawing(s), you can use the Assign Item Drawings page to copy the new drawings to the documents.
The Assign Item Drawings page can be accessed via the Tell Me feature or from the Items list/Item Card by choosing Actions > Functions > Assign Drawings to Document Lines.
Important
The Assign Item Drawings page can be opened only by users with the Assign Item Drawings field activated on the User Setup page.
Depending on how the page was opened, the Item No. field will be empty (if opened from Tell Me) or filled with the item number (if opened from the item). If empty, choose the item to copy the drawings from.
In the Select Lines FastTab, the Source Drawings section lists all drawings attached to the selected item and the Target Document Lines section lists all documents related to the selected item. You can use the drop-down arrow on the Source Drawings to open the drawings, and the drop-down arrow on the Target Document Lines to view the drawing set or show the document.
- In the Source Drawings section, choose the drawing(s) to assign.
- In the Target Document Lines section, choose the document(s) to assign the drawings to.
- Choose the Assign Drawings action.
- Choose the Yes button to assign the drawing(s) to the document line(s).
A confirmation window opens with the number of documents assigned or skipped (already assigned) as well as any errors. If errors exist, the Error Messages page will list all drawings whose status prevented an assignment. - Choose the OK button to close the window.
Link Drawings with Documents (in header and in lines)
Drawings are used in manufacturing to guide the assembly of parts to ensure that the correct drawing is used for a manufacturing part. Therefore, COSMO Product Data Management offers the ability to trace the currently used drawing status with links in the documents.
The Drawing Set and Line Drawing Set FactBoxes show the drawing status of the header item and the status of the drawing in the line, respectively. These COSMO Product Data Management FactBoxes are available in many pages to provide immediate access to the drawing information. The Drawing Set FactBox shows the drawing status of the header item, and the Line Drawing Set FactBox shows the status of the drawing in the line.
Note
If a component for an assembly of a production order contains a component whose status code is not valid, an error message is issued when you post or process the production BOM or any other document.
Create Drawing from Drawing Set
Drawings that don't yet exist for an item can be added to its drawing set, which will then automatically create the drawing based on settings in the PDM Setup page. This is useful in situations, such as when a customer has their own specifications for the item and provides a drawing during the sales process.
For the automatic creation of the drawings, the Create Drawings Automatically toggle must be turned on in the PDM Setup page and the default drawing type and status must be defined in the Default Drawing Type Code and Default Drawing Status Code fields.
To create drawing from drawing set
- Open the document to add the drawing to, (for example, the Item Card, Sales order, Purchase Order, etc.) and access the Drawing Set action from the header or lines.
- In the Drawing No. field, enter a drawing number.
The Drawing Type Code field is automatically populated with the value from the Default Drawing Type Code field in the PDM Setup page. - In the Drawing Revision Code field, enter a revision code.
- Press Enter or Tab.
- If the combination of drawing number, type, and revision does not match an existing drawing, a message opens asking if you want to create it.
- Choose the Yes button to create the drawing and add it to the drawing set. The Drawing Status Code field is set with the value defined in the Default Drawing Status Code field in the PDM Setup page.
- Choose the No button to stop the creation process and clear the Drawing Revision Code field. This entry will need to be removed or updated accordingly (i.e., a drawing needs to be created) before leaving the Drawing Set Entries page.
Feedback
Submit feedback for this page .