Manuals - 3Dfindit

6.3.5. Show / hide LinkDB buttons

6.3.5.4. Request ERP number: administration via dashboard

/ ERP number apply for [Request ERP number]

There is a alternative method to send requests (for an ERP number) to the AppServer. (new button ERP number in [Request ERP number] 3Dfindit ) and use it on the new Dashboard page Part number manager instead of working with emails. The user is notified via the Current status in 3Dfindit using activities [Activities] dialog informed.

Part number manager

Prerequisites

Update of the LinkDB tables using erp_patch_mssql.sql (see $CADENAS\tools\databases\databasename ). NOTIFICATIONTABLE and REQUESTTABLE is required.
The button ERP number must [Request ERP number] be reported. It makes sense to use only the button of the method used (i.e. SENDMAIL_ACTION [] or CREATE_REQUEST_ACTION []) and control the display on a role-specific basis. Unneeded buttons can be stored in erpcustom.cfg, block [WEB_ACTIONS], can be hidden.
```
[WEB_ACTIONS]
1=ADD2DB_ACTION
2=SENDMAIL_ACTION
3=EXPORT_ACTION
4=ADDVARIANT_ACTION
5=EDITRECORD_ACTION
6=CREATE_REQUEST_ACTION
```
Administration / Standardization department must have the LinkDb administrator profile.

Profile "LinkDb administrator"

Workflow

User actions

Select the desired line for which you would like to request a release (ERP number).
Click click on the button ERP number . [Request ERP number]

-> The Request Ident Number [Create a part ident request] dialog box opens.
Fill in the fields and click on the Request [Apply for] button. In this example, the fields are Material and Comment, but there can be any number depending on the configuration. You can also enter in the comment field, for example, that a specific variant is required.
-> After After sending, a notification is displayed for the user.

Notification: "ERP number request created [ERP number request created]"

Admin actions (standardization department)

-> The requested part is now listed in the dashboard, in the Part number manager. Here you have the option of filtering by status and date.

Part number manager

Select the desired part to accept or reject the request.
-> The corresponding dialog opens.
Click click the Open requested part or Assign button.

Edit request" dialog

-> In both cases, the table of the relevant part is opened in 3Dfindit. (See next point.)
Alternatively, the administrator can also click the Reject button. In this case, a comment field opens. The reason for the rejection can be entered here, for example.

"Edit request" dialog after clicking on "Reject"
Click on the Add to link database button. (A variant can also be created using Add variant to link database ).

Note
Admins or the standardization department usually have other rights, so that other functions (buttons) are also available in 3Dfindit.

Add to link database" button
-> The New ident number [new ident-no.] dialog opens.
Now fill in the fields. Depending on the intended workflow, the ERP number [ERP Number] field may already have been filled in automatically.

New ident number [new ident-no.]" dialog
Confirm by clicking on OK.
-> A message appears stating that the part has been successfully assigned.

Note: "Part successfully assigned"

-> The application switches to the dashboard.
The administrator can now enter a comment (e.g. "Accepted") and finally click on the Finish request button.
Delete assignment deletes the assignment of the part to the request. (This has nothing to do with LinkDB actions. It can only be used to undo the assignment of an incorrect row).

Edit request" dialog with comment

Activities / Notifications dialog

In 3Dfindit, the user is always informed about the current status.

Example: Notification after the requested part has been approved. The status display now shows green and the part can be exported to CAD/PDM

The following notification cases exist:

ERP number request created
ERP number request accepted
ERP number request rejected

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