8.1.  Add data record to the link database

/ To the link database add [Add to link database]

[Note]Note

Whether a button is displayed, i.e. a function is available, is subject to administrative default settings and can also be controlled depending on the role, e.g. Admin may, but User may not.

Depending on the intended workflow, an ERP number can be added to a table row (a product) in 3Dfindit.

Background: As already mentioned under Export status, parts without an ERP number cannot usually be exported to the CAD system. A corresponding workflow must therefore exist in order to assign an ERP number to parts or to enter them in the ERP system.

The range goes from a simple workflow with direct assignment of an ERP number from the application (described in this chapter), to requesting an ERP number by e-mail ( described below ), to direct integration in the ERP/PDM system.[18]

The following example shows the direct assignment of an ERP number from the application.

  1. Select a line (empty line or one with an existing ERP number to create another line with a different material).

  2. Click on the Add to link database button.

    -> The New Ident Number [new ident-no.] dialog box opens.

    [Note]Note

    In order to limit the variety of parts, similar parts - if available - are displayed so that you can possibly dispense with creating a new part and use a part that already exists in the database.

    Similar parts that are already in the database. Please check whether you can use one of these parts instead [Similar parts which are already in the database. Please check if you can use one of these instead]

    Similar parts that are already in the database. Please check whether you can use one of these parts instead [Similar parts which are already in the database. Please check if you can use one of these instead]

    The ERP fields to be filled in are displayed in the left-hand dialog area, while all similar parts that are already contained in the link database are displayed in the right-hand dialog area.

    If no similar parts are available, only a corresponding note will appear.

    No geometrically similar parts were found that are already in the database.

    No geometrically similar parts were found that are already in the database.

    The input fields can be extended as required, so they do not necessarily look like the example here.[19]

    Dialog with extended input fields

    Dialog with extended input fields

  3. If you actually want to create the part, fill in the ERP fields displayed and confirm with OK. (The ERP_PDM_NUMBER can also be generated automatically depending on the defined workflow).

    -> The data is entered in the corresponding ERP columns.

    The figure shows an example of ERP number and material

    The figure shows an example of ERP number and material




[18] See, for example, Section 3.3.3, “ SAP ECTR ” in PARTsolutions Administration - Manual .

[19] Details on the configuration of the New Ident Number [new ident-no.] dialog can be found under Section 4.11, “ Design "New ident number " dialog box - erpcustom.cfg -> Block [USERDIALOG] ” in PARTsolutions Administration - Manual . The automatic assignment of an ERP number can also be defined.