White Papergreensofttech.com/wp-content/uploads/2016/...and_ERP-PLM-PDM-2015_v2-1.p… · GreenData Manager Software ... If VPN is provided, then there is a network access time requirement

White Paper

Exchange Data between GDM and ERP/PLM/PDM

Exchange Data between GDM and ERP/PLM/PDM | Confidential | © 2015 GreenSoft Technology, Inc. Page 2

GreenData Manager Software

GreenSoft offers a series of GreenData Manager software products that help OEMs to manage environmental compliance regulations such as ROHS, REACH, Conflict Minerals, and other customer specific chemical restriction requirements (OEM requirements). GreenData Manager software:

Is a hosting place for all components and BOMs, with substance data and regulations/rules, and compliance documents for each component such as Certificate of Compliance (CoC), Proof of Compliance (PoC), Test Report, or Full Material Declaration (FMD) document, and compliance reports for BOMs.

Supports the import of component data through Excel file format, IPC-1752 XML, IPC-1752A XML file format, IPC-1755 XML, GreenSoft PartData file format, or on-screen manual entry.

Supports the import of BOMs through Excel file format or web services like XML messaging format.

Supports the dashboard function for all parts in Item Master with the view of compliance status of multiple regulations for each component and access to supporting documents through hyperlinks.

Supports the dashboard function for all BOMs with view of compliance status of multiple regulations or OEM requirements, and the navigation of BOM details with compliance status and supporting documents for each component used inside the BOM.

Supports 25 built-in compliance regulations/rules:

1. EU Directive Battery

2. California Proposition 65

Executive Summary

OEMs may have an ERP/PLM/PDM to manage the company parts list and BOMs and

would like to use GreenData Manager (GDM) software from GreenSoft to manage

their environmental compliance reporting. This document describes the best

methods to exchange data between GDM software and the ERP/PLM/PDM.


3. California RoHS

4. Canadian EPA – Prohibition of Certain Toxic Substances Regulations, 2012

5. China RoHS

6. Conflict Minerals – Examine Only (4 metals)

7. EU Directive Asbestos – 2009/148/EC – Quick Scan

8. EU Directive Radioactive Substances – 96/29/EURATOM – Quick Scan

9. EU Regulation – 1005/2009 Ozone Depletion Substances – Quick Scan

10. EU RoHS

11. Halogen Free

12. Norwegian POHS

13. Packaging and Packaging Waste

14. EU Directive PFOS

15. Rare Earth Substances – Examine Only

16. REACH – Azocolourants

17. REACH – CMR

18. REACH – Carcinogens-1

19. REACH – Carcinogens-2

20. REACH – Mutagens

21. REACH – Toxic for Reproduction

22. REACH Annex-14

23. REACH Annex-17 Scan

24. Stockholm Convention POPs – 2004-05-17

Generates due diligence reports with hyperlinks to supporting documents, as shown below. This report can be used as part of the submission to apply for a CE-Mark for RoHS-2 compliance reporting. The report can be made available in Excel format so your customers can view and access documents without installing any software.


Provides Gap Analysis for a BOM on a specific regulation or customer requirement related to the data collection for compliance data and associated documents. The parts that are not meeting the requirements can be exported to an Excel file for further processing.

Generates various compliance reports for BOMs, such as EU RoHS report, REACH SVHC report, China RoHS report, and Product Disclosure report in either Excel or IPC-1752A ver 1.1 Class-6, IPC-1752A Class A or C or D. Sample reports of REACH SVHC-46, China RoHS, and Product Disclosure Report in IPC-1752A with Class A, Class C, and Class D are shown below for reference:



Supports the generation of various Conflict Minerals reports for company level, product level, or product family level, including CMRT forms, Smelter Analysis reports, Conflict Minerals Gap Analysis reports and Conflict Minerals Due Diligence reports.

GreenData Manager Configurations

GreenSoft offers 4 different configurations of GreenData Manager (GDM) to fit your need: Desktop Edition, Workgroup Edition, Browser Edition and GDM Embedded Module.

1) GreenData Manager – Desktop Edition (GDM-DE)

GreenData Manager Desktop Edition (GDM-DE) is desktop software for

RoHS/REACH/Conflict Minerals and full material declaration Compliance

Management on one single computer. The software runs on MS XP, Vista or

Windows 7/8. Database is maintained in MS SQL Express.

2) GreenData Manager – Workgroup Edition (GDM-WE)

GreenData Manager Workgroup Edition (GDM-WE) is designed for multiple users

on a Local Area Network (LAN). The software carries the same function as GDM-DE,

but with multiple users sharing access to the same database. The software consists

of two major pieces:

Server side software hosts the component database (with all chemical

substance data and component compliance status data), rule database (with

all built-in regulations and the customer-specific rules), supplier database


with Conflict Minerals data and templates (CMRTs), and BOM database.

GDM-WE will also store the documentation database with all certificates or

material composition documents provided by suppliers. Software upgrade

can be conducted on the server side with one click after receiving notification

through email from GreenSoft. Server software can provide database backup

and restore functions.

Client side software provides the client side access to all databases hosted

inside GDM-WE. GDM-WE supports multiple clients access to the same

databases. All product compliance management tasks are done through the

use of GDM-WE client side software. The client can perform the functions

described above.

If VPN is provided, then there is a network access time requirement for network

latency delay of less than 25 msec. GDM software has the capability of restricting

users from different locations can only see the BOMs generated at such location.

People from other locations will not be able to see the BOMs at your location so

the BOM security is protected.

3) GreenData Manager – Browser Edition (GDM-BE)

GreenData Manager Browser Edition (GDM-BE) is a browser-based version

of the software that allows multiple users to access to compliance status and

reports from an Internet browser without installing any software (starts from

50 concurrent users and you can add more).

Management of compliance data is conducted through GDM-WE with access

by Administrator and seat-based clients.

4) GDM Embedded Module (eGDM)

eGDM is an add-on module to GDM software that contains a standard web

services interface (through SOAP messaging) to communicate with your

ERP/PLM/PDM automatically.

You can use eGDM to load in the parts lists of BOMs and the required

compliance regulations or customer requirements for compliance validation

from your ERP/PLM/PDM system to GDM software. eGDM returns the


compliance status of the parts or BOMs for the designated compliance

regulations or customer requirements, as well as creates reports in various

formats (roll-up status or aggregated substance in weight or PPM).

Data Exchange between GDM Software and

ERP/PLM/PDM

There are several ways to exchange data between GDM software and your ERP/PLM/PDM system, from manual mode to semi-auto mode and fully auto exchange mode. Each mode of data exchange is detailed below:

1) Manual Mode – Simple Exchange through Excel import and Excel

For customers who own a simple Compliance Interface Module from

ERP/PLM/PDM, a simple Excel file with components list and its associated

compliance status (such as for RoHS and REACH SVHC) and the associated

compliance documents in hyperlinks (as shown below) can be generated from

GDM and imported back to ERP/PLM/PDM. The naming convention on the

documents can be customized to fit your requirements and documents can

be imported through FTP as a whole without doing each one at a time. The same

Excel file can be generated on a per BOM basis so you can manage on the product

level as well.


2) Manual Mode – Simple Exchange through IPC-1752A XML with Material Declaration Data

In addition to presenting the RoHS and REACH compliance data in the Excel

file, you can also generate the material declaration data from GDM in IPC-

1752A XML format (covering Class A, C and D) and import the file to your

ERP/PLM/PDM system. You can also generate a human-readable IPC-1752A

Viewer file from GDM, which the receiver of the IPC files can view the

component data through their Internet browser without installing any

software. Click here to download a sample component IPC-1752A Viewer file

(This is a ZIP file; you will need to unzip it to a folder and open the “*.html”

file by using an Internet browser).

3) Semi-Auto Mode – Import BOMs through Folder Exchange

You can set up your ERP/PLM/PDM system to export BOMs to an external

folder, and GDM software will import these BOMs to GDM software

automatically. Once the collection efforts on all parts used in the BOMs are

completed, you can command GDM to generate Grand Reports (compliance

report with parts list, compliance status, and hyperlinks to the compliance

documents – similar to the one shown above) for all BOMs and export such

to another external folder for import into your ERP/PLM/PDM.

4) Fully Auto Mode – Direct Links to Compliance Status and Compliance Reporting (for GDM-BE users only)

If your objectives are to obtain the component compliance status and the

BOM level compliance status and reporting (RoHS/REACH/Conflict Minerals)


from GDM-BE software to your ERP/PLM/PDM system, and you don’t want

to do any programming from the ERP/PLM/PDM side, GreenSoft offers the

eGDM module that will provide direct links to the compliance status and

compliance reporting for components and BOMs.

To add the component compliance status at your ERP/PLM/PDM side, you

will need to add several columns to the component table from your system,

which may describe the compliance status or compliance details – as shown

below. A new column of “Compliance Details” is added to your ERP/PLM/PDM

screen.

GDM will help you populate the value for this column, which will be the URL

to one of the GDM-¬‐BE pages that shows the compliance details of the

designated component, as shown below. Please note that this web page is

part of the GDM-¬‐BE pages and it shows the component compliance status

for 6 different rules (or regulations) that you can change at any time:

1. Conflict Minerals – examine only

2. EU RoHS

3. Norwegian POHS

4. REACH SVHC (53)

5. REACH SVHC (73)

6. REACH SVHC (84)


You could do the same to add the BOM-level compliance status at your

ERP/PLM/PDM side. You can add a few columns to the BOM List table from

your system, which may describe the compliance details or the compliance

reports for the designated BOM – as shown below. Several new columns of

“Compliance Details – View Details and View Reports” are added to your

ERP/PLM/PDM screen.


GDM will help you populate the value for these 2 columns, which will be

the URL to the respective GDM-BE page that shows the compliance details

or compliance reports of such designated BOM, as shown below.


5) Fully Auto Mode – Full Data Exchange through Web Services Interface (for both GDM-WE and GDM-BE users)

If your objectives are to obtain full data exchange for component/BOM data

including compliance status, material composition substance data, and

associated documents, and various compliance reports or conflict minerals

reports (including CMRT forms for company level or product/product family

level), GreenSoft offers an eGDM module that will exchange the full set of

information between GDM software and your ERP/PLM/PDM system, through

SOAP messages.

eGDM module provides the full set of information from GDM database, including:

Items

BOMs

Rules (with chemical substances and thresholds)

Compliance status and documents (for items and BOMs)

Reports


The full set of web services that assess such 5 objects (items, BOMs, rules,

compliance status and documents, and reports) are shown below.

GreenSoft has also developed a set of sample codes to help you program the

interface to access the 5 objects through eGDM Module. Your IT person will

be able to do a quick try and learn about the interface of exchanging data

between GDM and your ERP/PLM/PDM system.


Conclusion

Data Exchange has become a key issue for OEMs so compliance data can be

shared through a company. This paper has summarized how data is exchanged

between GDM software and ERP/PLM/PDM systems, OEMs should be able to

find the best-¬‐fit configuration in GDM software and the exchange method

to share information between these 2 systems. This way the exchange of flat

files, Excel or XML between GDM and SAP can be done quickly and easily.

A summary table for different GDM configurations and the exchange method

is shown below.


155 S. El Molino Ave. Suite 100 Pasadena, CA 91101 USA Phone: (323) 254-5961 www.greensofttech.com

GreenSoft Technology: A Trusted Partner

GreenSoft has more than 13 years of experience in managing compliance data and has a broad range of expertise in active and passive components, electrical and mechanical parts, packing and printing materials, and raw materials including gas and chemicals. GreenSoft has relationships with over 22,000 suppliers worldwide and is ISO 9001:2008 certified.

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White Papergreensofttech.com/wp-content/uploads/2016/...and_ERP-PLM-PDM-2015_v2-1.p… · GreenData Manager Software ... If VPN is provided, then there is a network access time requirement