PDM Setup

You specify your basic setup of COSMO Product Data Management in the PDM Setup page.

To set up general PDM information

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter PDM Setup, and then choose the related link.
  2. On the PDM Setup page, fill in or update the fields as necessary. Hover over a field to read a short description.

Specific field on General FastTab

The Activate Appl. Area field makes pages and controls visible for COSMO Product Data Management. The setting in this field in combination with the settings in the Product Configuration Management tool control the Application Areas in standard Microsoft Dynamics 365 Business Central.
For more information, see Product Configuration Management Tool.

Specific fields on Drawing FastTab

The First Revision Code field specifies the revision code to be used for first drawing versions. If no value is specified, counting will start at 000001. If the value A is stored, the following revision level is assigned the value B.

The Check Permission for Drawing Status field determines if users need a special setup on the Drawing Status Permissions page to change the status code of a drawing. For more information, see Drawing Status Permissions.

Note

This feature requires a client restart.

The Create Drawings Automatically field specifies whether upon entering a non-existing drawing number on the Drawing Set Entries page, a new drawing should be automatically created. After turning on the toggle, the Default Drawing Type Code and Default Drawing Status Code fields must be filled in. For more information, see Create Drawing from Drawing Set.

The Create Drawings Automatically field specifies whether upon entering a non-existing drawing number on the Drawing Set Entries page, a new drawing should be automatically created. After turning on the toggle, the Default Drawing Type Code and Default Drawing Status Code fields must be filled in. For more information, see Create Drawing from Drawing Set.

App Licensing FastTab

The fields on the App Licensing FastTab include the app license key, the validation period, status of the license, and information regarding your license from the licensing server. The data is generated when the setup is initialized.

Actions

The actions on the PDM Setup page are described in the following table.

Menu Action Description
Process Drawing Status Permissions Opens the Drawing Status Permissions page. For more information, see Drawing Status Permissions.
Information About View the current product version and copyright information.
Related > App Licensing License Overview Opens the COSMO License Overview page, which lists the license status of the COSMO app and allows you to register the app and perform other administrative licensing tasks.
For more information, see App Licensing and Registration.

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