| Overview |
The Omnify Reporter provides a Document Packager report.
The Document Packager allows you to view documents associated with all items of a Bill of Material.
The Packager also allows you to combine multiple associated documents into a single folder and/or zip file.
The Packager can be used for BOM item documents as well as documents that have been modified by a Change/ECO.
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Launching the Document Packager |
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You can launch the Document Packager from the Reporter Home Page using the BOM Reports pane in the navigator or the BOM Reports drop list.
You can launch the Document Packager from the View drop list of the Parts List page on the Item form.
You can also launch the Document Packager from the Affected Items page of the Change/ECO form.
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Specifying a BOM Item |
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When launching the Document Packager from the View drop list of the Parts List page on the Item form the Reporter will automatically specify the item and revision.
When launching the Document Packager from the Reporter Home Page using the BOM Reports pane in the navigator or the BOM Reports drop list,
the Document Packager form will be blank and you will need to specify the BOM part number and revision (or Change/ECO number).
To set or change a BOM Part Number, you can type the part number in the BOM Part Number field or use the Browse button to select the part number.
Clicking the Browse button will invoke the Omnify Object Search form.
Using this form you can search and select the desired BOM item.
Once the BOM Part Number is specified, click the Load BOM button to list the revisions and display the active BOM.
You can change the revision by selecting the desired revision from the Rev drop list.
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Viewing Documents |
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Once the BOM has been loaded, the results table will display all BOM items and their associated documents.
The Packager will include all child BOM items and all levels of hierarchy.
You can open/view any document by selecting the document hyperlink.
You can include all vendor item documents by checking the Include vendor item documents checkbox and then clicking the Load BOM button.
A Vendor Items/Documents column will be included in the report.
You can select the columns that will appear in the BOM table by selecting the Fields/Options button.
You can check/uncheck the fields you wish to display/hide in the Packager Display Fields section.
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Including/Excluding Documents |
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You can select the document to include/exclude by checking/unchecking the checkbox next to each document.
You can include all documents on all items by checking the checkbox in the Documents column header.
You can include all documents for any BOM child items by checking the checkbox in the item's action column.
Hovering over the icon of any document will display the document properties.
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Packaging Documents |
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Once all the desired documents have been checked/included, you can select the Package Documents button from the toolbar.
The Package Documents dialog will appear.
You can specify the Zip file to be created as well as provide an Encryption method.
Checking the Include file report option will include a HTML file that lists the BOM items and their associated files.
Once all package options have been assigned, click the Package Documents button to create the zip file.
The dialog will update to display the results of the package operation.
The package file will reside in an area specified by the Omnify Web Server.
The results dialog will display the size of the file.
You can download the file by clicking on either the file hyperlink of the Download File button.
Note: for large files, it's best to leave the file on the server and ask your administrator how to obtain the file.
You can view the details of the package operation by clicking the View Report hyperlink.
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