5.23.8.3.3.2. Procedure

The entire process alternates between different stations.

  1. Parts request by user.

  2. Approval by admin/standards body/key user

  3. Part export by user

5.23.8.3.3.2.1. Parts request by user
  1. Select the desired line and click on the Request an ERP number button.

    -> The Request Ident Number [Create a part ident request] dialog box opens.

    Background information:

    • The Request to ERP number button was defined for the Designer role under WEB_ACTIONS.

    • The USERDIALOG(Designer) block defines for the Designer role which fields are generally displayed and which are also available for input. The list shows declared variables, whereby the key values define whether a field is displayed in the dialog or whether an entry is made in the LinkDB, etc.

      Example: Definition of the USERDIALOG for the "Designer" role

      Example: Definition of the USERDIALOG for the "Designer" role

  2. In this example, a selection can be made in the list field for material. In addition, a corresponding comment can be entered in the comment field.

    Click OK to confirm the entries.

    This triggers the following actions:

    • The table is displayed again.

    • The line receives a LinkDB entry, i.e. an ERP number, and is thus uniquely identified.

    • A notification appears in the Activities dialog box that an ERP number has been created or a request for approval has been created.

    • The entry ~Pending~ appears in the PLM Status column. Based on this entry, export restrictions can be triggered if necessary, so that, for example, exports may only be carried out when the status is Released.

      Background information on the underlying setting: The 5th parameter with the value "8" causes ~Pending~ to be displayed.

      erpcustom.cfg

      USERDIALOG
      CNS_MATSTATE|PLM Status:|0|1|8|0|0||||

      erpcustom.cfg > Block "USERDIALOG(Designer)" Key "CNS_MATSTATE"

      erpcustom.cfg > Block "USERDIALOG(Designer)" Key "CNS_MATSTATE"

      The mapping to the display term takes place in plinkcommon.cfg > Block MAPPING_CNS_MATSTATE.

    • The request for approval for export is now processed by the administration, standards department or a key user, depending on the respective company workflow.

5.23.8.3.3.2.2. Administration calls up the "Part number manager" in the dashboard
  1. The user's part request is displayed in the dashboard.

    Click on the line.

    -> The Edit request dialog opens.

  2. Possible actions are now:

    Click on Assign to open the table view.

    ~Pending~" is still displayed in the "PLM Status" column.

    ~Pending~" is still displayed in the "PLM Status" column.

    [Note]Note

    The key user can now make the assignment directly on the desired part or search for a similar part using all the usual methods (even in another catalog) and assign it. The rest of the process remains the same. If the key user assigns a part that does not yet have an entry in the LinkDB, a small special feature must be taken into account. See Section 5.23.8.3.3.2.4, “Notes for new creation by admin”.

    In the following, we consider the case of assigning the desired part...

  3. Click on button Assign Part To LinkDB Request:

    -> A notification appears that the part has been successfully assigned to the request.

    Notification in the tooltip

    Notification in the tooltip

    -> The Edit request dialog box opens.

    Same part was assigned

    Same part was assigned

    -> The message Same part was assigned appears. (If a similar part was assigned, e.g. from another catalog, Different part was assigned is displayed).

    If a part other than the desired one has been assigned,"Different part was assigned" appears.

    If a part other than the desired one has been assigned,"Different part was assigned" appears.

    -> The assignment could still be canceled with Delete assignment.

    -> Optionally, a comment can be entered.

  4. Click on Finish request.

    Released" is now displayed in the PLM Status column in the table view.

  5. Optionally, the administration, standards body or a key user can fill in the data record manually; in practice, this is usually done automatically via reverse mapping.

    Here is an example of filling using "Edit/delete record in link database"

    Here is an example of filling using "Edit/delete record in link database"

5.23.8.3.3.2.3. Further procedure for the user

Once the request for part release has been accepted by the administration, standards body or a key user, the following changes take effect:

  • A corresponding notification is displayed again:

    ERP number request accepted

  • The display may also change at product and directory level.

  • The status icon changes its color (e.g. to green).

  • Released" is displayed in the PLM Status column.

  • The part can now be exported by clicking on the CAD button.

5.23.8.3.3.2.4. Notes for new creation by admin

If the administration, the standards body or the key user (depending on the company workflow) decides not to assign the part requested by the user, but a similar part AND this part does not yet have an ERP number (i.e. no entry in the link database), then the ADD2DB_ACTION function must also be activated.

[WEB_ACTIONS(Admin)]
1= ADD2DB_ACTION

In this case, the Create a part ident request dialog opens by default.

After confirming with OK, a positive confirmation also appears by default.

If the ADD2DB_ACTION key is not activated, an error message appears.

If the admin assigns a similar part with an existing ERP number, there is no difference to the standard process.

5.23.8.3.3.2.5. Rejected" case

If the request is rejected by the key user by clicking on Rejected, the Edit request dialog box also opens. Rejected requested part is displayed in red.

The key user enters a comment and clicks Finish request.

-> The line created by the user request is deleted again and a corresponding note appears under Activities.

ERP number request created

ERP number request created

ERP number request rejected

ERP number request rejected