White Paper. Exchange Data between GDM and ERP/PLM/PDM

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Caren Goodman
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1 White Paper Exchange Data between GDM and ERP/PLM/PDM

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

3 3. California RoHS 4. Canadian EPA Prohibition of Certain Toxic Substances Regulations, 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 REACH Carcinogens REACH Mutagens 21. REACH Toxic for Reproduction 22. REACH Annex REACH Annex-17 Scan 24. Stockholm Convention POPs 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 3

Provides Gap Analysis for a BOM on a specific regulation or customer requirement related to the data collection for compliance data and associated documents.

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.

4 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: Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 4

5 Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 5

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

6 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 Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 6

7 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 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 Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 7

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

8 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 8

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

9 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) Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 9

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

10 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) Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 10

compliance reports for the designated BOM as shown below.

11 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 11

compliance reports of such designated BOM, as shown below.

12 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 12

13 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 Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 13

14 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 14

software and the exchange method to share information between these 2 systems.

15 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 15

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

16 155 S. El Molino Ave. Suite 100 Pasadena, CA USA Phone: (323) 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. Exchange Data between GDM and ERP/PLM/PDM Confidential 2015 GreenSoft Technology, Inc. Page 16

Best Practices for Reducing Risk through Environmental Compliance Data Collection

White Paper January 2014 Best Practices for Reducing Risk through Environmental Compliance Data Collection Generating RoHS/REACH SVHC/Full Disclosure Material Data for Compliance Management Complying with