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Tickets Overview - Part Preparation

Tickets Overview - Ticket & Parts View

Written by AMFG Consulting & Support
Updated this week

Summary

The Part Preparation page has been developed to enable users to track activity, enhance communication, edit key data, and ultimately manage the part[s] before production.

To access the Part Preparation page from the Tickets Overview page, simply click on the relevant Ticket ID or the Ticket Name.

Requests → Tickets Overview → TI-000XX
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Ticket View

Selecting the Ticket ID opens a summary of the received Quote consisting of:

  1. Parts Panel

  2. Communication Widget

  3. Request for Quote message

  4. Ticket Details

  5. Contact Details

  6. Create a Quote/Send to Production buttons

1) Parts Panel

In every Ticket, there is a left-side panel where CAD files can be added to create parts for quoting.

Within the Parts Panel, the user can perform the following actions:
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  1. Drag and drop files directly, or use the 'Browse' button to upload CAD files.

  2. Rename Project

    1. Change the default name of the Ticket that consists of the Ticket ID + Ticket Date.

  3. Add to Catalogue

    1. Allows adding this Ticket and the parts in it to the Catalogue Projects

  4. Duplicate Ticket

    1. Allows the creation of an exact copy of an existing Ticket

    2. The Activity log of the duplicate ticket will provide a link to the original ticket

2) Communication Widget

The Communication Widget is central to the Part Preparation page and will be available to the user on the Work Order level as well.

It consists of three tabs: Activity, Messages, and Production Notes.

  • Activity

Tracks all events and changes that happened in the Ticket. Events such as status changes, production parameters assignment/update, assignment of users/contacts, received messages, download of PDF documents, etc., will be logged as an activity.

  • Messages - review this Guide for more information

Allows users to link emails to the Ticket, send emails to contacts and internal users, attach templates, and create meeting notes with a specified date and time.

  • Production Notes

Allows the user to create Internal or External production notes referencing a specific part or all the parts.

3) Request for Quote Message

Quote requests submitted via the customer web portal mark the start of the activity log within the Communication Widget.

From the request for quote message, users can:

  1. Create the Part[s] in the Ticket and begin the quoting process by assigning production parameters to it internally

  2. Download the received file[s]

4) Ticket Details

Allows changing the Priority level (High or Low), changing the Ticket Status, uploading additional files, entering a Custom Ticket ID, and reassigning the ticket to a different user.


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​5) Contact Details

Summary of the customer contact's details, including main data points such as organization, name, email, and telephone.

If a customer has registered an account, the fields will be pre-populated.

By using the "Change Contact" button, you can select from a list of saved contacts or create a new contact:


You can create customized contact statuses in Settings → Attributes & Status → Customer Status section:
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Customer Status can be changed in the ‘Contacts’ section by accessing the specific contact's details page:
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6) Create a Quote/Send to Production buttons

  1. Create a Quote opens the Quote Module pop-up (refer to the linked article)

  2. Send to Production converts the Quote to a Work Order and sends the parts to the Production Module.

Part View

The Part View offers a more granular perspective of the file selected, allowing the user to view repairs, apply production parameters, and quote the part with the calculated price.

Requests → Tickets Overview → TI-000XX → Select Part via Part Panel

The page consists of:

  1. Parts Panel

  2. 3D CAD Viewer

  3. Similarity Analysis

  4. Communication Widget

  5. Analysis & Repair panel

  6. Part Details

  7. Production Parameters

  8. Create a Quote/Send to Production buttons

1) Parts Panel

Displays a 2D image, file name, some production parameters, and the status of the part within the Ticket.

  • The following actions can be performed in bulk:

  1. Apply a saved production parameters configuration

  2. Change parts status

  3. Delete parts

  4. Download source files

  5. Download final files

  6. Add to Part Catalogue (saving the current production parameters configuration)

  • The following actions can be performed on a single part:

  1. Change part status

  2. Change part units (does not change the default units of the Management Console set in Settings → Localisation → Units of Measurement)

  3. Download part files (all available versions)

  4. Delete part

  5. Duplicate part (creating an exact copy of the same part)

  6. Mirror part (creating a mirrored copy of the same part)

  7. Add part to Part Catalogue (saving the current part configuration)

2) 3D CAD Viewer

The primary feature of the Part Preparation page is the large 3D CAD viewer, which allows users to inspect parts in detail. Users can freely rotate the model by left-clicking and dragging or using the "Change part orientation" menu, add annotations, minimise the bounding box, measure the part, and zoom in or out using the mouse wheel button for closer examination.

The Annotations tab enables internal users to attach notes directly to the 3D model, making it easier to communicate design details and manufacturing considerations.

Within the viewer, users can display 3D annotations and customize the visibility of the part with the following features:

  • Show/Hide:

    • Axis

    • Platform

    • Bounding Box (**This is not the actual Bounding Box of the part, just an example one**)

    • Annotations

    • Geometric warnings

    • Switch between Light and Dark Mode

  • Select Cutting Plane

  • Mirror the part

  • View the part with:

    • Shading with boundaries

    • Wireframe

    • X-ray view

    • CNC features

  • Use 'Hand Tool'

3) Similarity Analysis

AMFG will search for parts with similar characteristics within the range configured and for the selected technology.

4) Communication Widget

The Communication Widget appears underneath the CAD viewer in the Part View page. This is where you can still see the Activity log, Messages - send emails to Contact or User email, and Production notes - additional information for your parts.

5) Analysis & Repair panel

Specifies the Volume, bounding box, analysis findings, and any required repairs suggested for the part. **Correct Volume can be calculated only after repairs have been done!**


​6) Part Details panel

Provides a summary of all the main data points relating to the part, including part ID, shipping deadline, Production center, technology, material, and any other production parameters applied to the part. Users can select/deselect the relevant fields they want to view in this panel from the cog wheel icon.

This widget also provides the ability to upload additional files and download PDF templates stored in your Management Console.

  • Manage Workplan

If a part has post-processing services applied, the user can arrange the sequence of the required services, which will be reflected in the Production module.

7) Production Parameters

The production parameters widget enables the user to select the production specifications and internally quote the selected part.

  1. Select the Production Center where the parts will be printed:

    1. Inhouse:
      The production parameters will reflect the fields and logic within Quotation Forms that are applied to Internal Quotations.
      Although the price will automatically be calculated, the user has the option to override it manually as well.

    2. Partners:
      The production parameters will reflect the fields and logic within Quotation Forms that are applied to Client Integration.


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  2. ‘Save Config’ saves the parameters and price without applying them to the part.

    The configuration is stored in the dropdown menu at the top of the Parts Panel.

    Simply click 'Apply' to attach to the part.
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  3. Part price breakdown where:

    1. Total price is shown first (on top)

    2. Price per unit is shown second (below)
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  4. 'Add to Quote' saves the parameters and applies them to the part. This will update the details in the Parts Panel and the PDF templates, e.g., Job sheet.
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8) Create a Quote/Send to Production buttons

  1. Create a Quote opens the Quote Module pop-up (refer to the linked article)

  2. Send to Production converts the Quote to a Work Order and sends the parts to the Production Module.

Setting a Minimum Order Value will also be available from Tickets in the Management Console. (previously only supported in the Front End Ordering Portal)
This creates consistency in the minimum order value and ensures that internal personnel adhere to minimum order price requirements.


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