Revisions and release status
Automation must know which revision is valid, whether an item is released and which exceptions require manual review.
- Current revision checks
- Prevention of outdated documents
- Clear exception handling
PDM automation
PDM automation for product data, documents and revisions
PDM processes become error-prone when product data, drawings, bills of materials or revisions are manually transferred to ERP, folder structures, portals or reports. Automation helps process technical data more consistently.
What PDM automation needs to handle
PDM is not only about copying data. Revision status, release status, file names and document relationships determine whether the output is reliable.
Bills of materials and item data
Product structures can be prepared for ERP, reporting or fixed file locations when item codes and relationships are clear.
- BOM checks
- Item data to ERP
- Consistent master data
Documents and folders
Drawings, STEP files, PDFs or exports can be renamed, placed and checked according to fixed rules.
- Consistent naming
- Less searching
- Better handover to production or production preparation
Approach
Technical data requires strict process rules
For PDM automation, the data model, revision logic, permissions, release moments and dependencies are defined first. Only then do we choose integration, RPA, export flow or workflow.
Define upfront
- Which status may be processed automatically?
- Which revision is leading?
- Which documents belong to which item?
- Which errors should go back to engineering?
Contact
Want to identify the right route for your process?
Briefly describe where time is lost or errors occur. You will receive focused advice on RPA, integration, workflow or process improvement.