Occurrence Properties command


Use the Occurrence Properties command on the Assembly PathFinder shortcut menu to specify the characteristics of one or more parts or subassemblies in an assembly. You can use this command to access both types of occurrence properties:

You can use the Occurrence Properties command to define initial custom occurrence property values for selected part, subassembly, and assembly models. You also can use it to override the values for system and custom occurrence properties assigned to lower-level models, even when they are read-only.

Accessing occurrence properties

The hierarchical level of the model file in the Assembly PathFinder assembly structure where you select the Occurrence Properties shortcut command affects what you see and to which models you can assign property values.

We recommend that you right-click the lowest-level assembly in Assembly PathFinder that uses a part, and then select the Open command to open it in a new window. Then right-click the assembly in the new window and select the Occurrence Properties command.

If you want to ensure that a specific custom occurrence property value is shown whenever a certain part is used in an assembly, assign a custom occurrence property to the part in that context.

Example:

Create a custom occurrence property for Paint with different predefined colors that can be assigned to a part. Assign the custom occurrence property Paint=Red to the part by opening the subassembly where it is used. Every time that subassembly is then used in a higher-level assembly, the predefined paint color for the part is listed in the Occurrence Properties dialog box.

You can apply overrides to occurrence property values that were set in lower-level assemblies and parts by opening an upper-level or top-level assembly. These overrides appear only in the context of the higher-level assembly. They do not affect the lower-level models.

Example:

In an upper-level assembly, the details about painting individual items is not important. You can suppress the detail by opening the assembly and setting the values to blank or using the Add Override shortcut command.

Assigning occurrence property values

You can assign values and override previously defined values in the Occurrence Properties dialog box based on the level in the assembly structure where you enter the values and the defined behavior type of the occurrence property.

To enter property values, you can:

  • Select a property value from a list and then edit it.

  • Type a value in a box.

  • Copy and paste values into one or more columns from another source, such as an Excel sheet.

Use the commands on the shortcut menu to:

  • Expose the full hierarchy of all lower-level parts and subassemblies at once by selecting the Expand All command from the top-level assembly in the Placement Name column. You also can click the plus (+) and minus (-) buttons to expand and collapse individual subassemblies in the structure.

  • Override the current default or read-only value using the Add Override command.

    Values that you override using the Add Override command use light blue or yellow colors to indicate where they were overridden. For more information, see Cell override color scheme.

  • Remove the override of a property value using the Remove Override command. This command can be used only at the same hierarchical level where an override was applied.

  • Reorganize and control the width and display of the columns using the Columns... command. You also can drag a column to change the column order.

  • Prevent values in selected columns from scrolling out of view using the Freeze Columns command.

    Example:

    To understand how this works, try locking the first three columns so they stay in place as you scroll to the last column.

    1. Right-click the third column and select Freeze Columns. The system locks in place the first three columns.

    2. Scroll horizontally to the last column. The first three columns remain in view as you scroll across the document list.

    3. To unlock all columns, right-click any column and select Unfreeze Columns.

Cell override color scheme

The cell color indicates the status of the occurrence property value in the Occurrence Properties dialog box. The blue and yellow cell color appears only when you override a value with the Add Override command. Overridden values also display a tooltip indicating where the override was applied.

Cell color

Indicates

White

The value can be edited. The result varies based on whether the property is a Global property or a Global+Overrides.

To change only the value at the current level, select the Add Override command and then type a value.

To change the value of all occurrences of the property in the active document, simply type a value in the cell. This pushes the change down to the part level and in every assembly the part was used in (unless the other assemblies have an override for that part).

Light Yellow

A local property, which can be only be assigned and edited in the active assembly.

Dark Yellow

Override defined in a lower-level assembly.

Light Blue

Override defined in the active assembly.

Gray

Value is read-only from a read-only assembly. You can override the value in the active assembly.
Note:

For more information about property behavior, see Custom occurrence properties in assemblies.

Using occurrence properties in a Teamcenter-managed environment

In a Teamcenter-managed environment, QY CAD Assembly occurrence properties are written to Teamcenter for the corresponding BOM Line. The CustomOccurrenceProperty.xml file delivers the schema, defining the property name, description, LOV and behavior that supports this functionality. The CAD document owns the properties and they are written to Teamcenter. By publishing the assembly occurrence data to Teamcenter, a Teamcenter report produces the same results as a QY CAD report such as a Bill of Material.

Use the Synchronize All command to update the item number, quantity, and custom occurrence property information with information from Teamcenter. Colors indicates the status of the occurrence property value in the Occurrence Properties dialog box.

Color

Indicates

Blue

Value modified with data from Teamcenter where the cell is writeable and you can apply the value.

Orange

Value modified with data from Teamcenter where the cell is read-only and the value cannot be applied. File not checked out.

Red

Item number conflict.

A .CSV file is generated in the Log Files folder that contains details of any issues that occur during synchronization. Review the .CSV log file for details regarding issues with the item number or custom occurrence property. Issues that can occur can relate to:

  • Item number conflicts.

  • Custom occurrence properties are modified but cannot be synchronized because the parent is not checked out.

  • The quantity is modified but cannot be synchronized because the parent is not checked out.

  • The quantity is modified but cannot be shown because the user defined quantity is set to No.

Set part properties in an assembly Occurrence Properties dialog box

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