Be.Smart ERP Connector
(EN) Consultant Manual
(EN) Consultant Manual
  • Be.Smart ERP Connector Consultant Manual
  • Abbreviations used
  • Home
  • Purpose of the product
  • Technical solution
    • Data Interface
    • Autodesk Vault
    • Basic types of jobs and their origin
  • Configuration
    • EC configuration (central)
      • Main Card
      • Property Values tab
        • Tab < entity>
    • EC local configuration
    • Logging in
      • Logging to the local station
      • Logging in DI
    • Reverse logging
      • Description of the reverse logging process
    • FLAGs (additional flags in std Vault configuration)
      • List of symptoms
  • Commands and Features in Vault Explorer
    • Attach to already existing purchased item
    • Apply item security to files
    • Create Raw material BOM rows
    • Send to DI (Send to Data interface)
    • Data interface browser
      • Functions
  • Export
    • Item breakdown
      • BOM loading method
      • Transfer MJ
    • Atypical requirements
  • Imports
    • Processing of external requests for transfer to Vault (from version 2019 inclusive)
      • The procedure for processing the Arkance.Import initialization job:
    • PreProcess sample
    • Imports of entities
      • Entity identification by ERP system
      • Import items
      • Importing applications
      • Import folder
      • Importing a change command
      • Import schedules
  • Recommended commissioning procedure
    • DI commissioning
    • Mapping fields
  • Castomization (ec addons)
  • Attachments
    • Job types - complete list
    • Configuration type Global/Workgroup
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  1. Imports
  2. Imports of entities

Importing a change command

Use of numbering schemes

If EcENTITY.name contains only the beginning of the number for Vault - this determines which numbering scheme to use.

The specific number of the newly created CO is logged in the DI as information

Routing

  • the EcENTITY.category field can optionally be used to determine the routing (Routing) when importing a change command

Status

  • supported state changes (EcENTITY . lfcycstate_name field) are:

    • OPEN (change from CREATE)

    • WORK (change from OPEN or CREATE)

    • APPROVED (change from REVIEW)

    • REJECTED (change from REVIEW)

    • CLOSED (change from APPROVED)

  • EcENTITY . lfcycstate_name - both "SystemName" and "DisplayName" can be used (AWS.WorkflowState.Name or AWS.WorkflowState.DispName)

  • EcENTITY.lfcycstate_id is preferred over EcENTITY.lfcycstate_name

Import user roles for change commands

if it is required to import also the roles (functions) of individual users for a given change command, it is necessary to add additional fields to EcENTITY with fixed names according to the role names - here is the complete list:

  • EcENTITY.co_user_role_change_requestor

  • EcENTITY.co_user_role_change_administrator

  • EcENTITY.co_user_role_reviewer (Reviewer)

  • EcENTITY.co_user_role_approver (Approving)

  • EcENTITY.co_user_role_checker (Verifier)

  • EcENTITY.co_user_role_responsible_engineer

  • EcENTITY.co_user_role_notification_user (Notification user)

Conditions:

  • the fields do not have to be all, only the roles to be imported are sufficient

  • the array must be of type NVARCHAR(x) - length does not matter

  • in the ec configuration, these fields do not need to be mapped to a change statement property (this is ensured by a fixed field name in the exchange interface), it is necessary to verify the direction of the mapping

  • value translation (Replace) can be used

  • The ERP system writes a user name or a list of users separated by one of the following characters: semicolon, slash, pipe (|), tab

  • user names must match the name under which the user logs into the Vault (case is not differentiated)

  • if the name is not found in the list of Vault users, the import is not stopped, but a comment is added to the change command that the user could not be identified/assigned to the role

Import comments

if import of a comment for a given change command is also required, additional fields with fixed names must be added to EcENTITY:

  • EcENTITY.co_msg_subject optional field - if it does not exist or has no value, "ERP message" is used

  • EcENTITY.co_msg_text

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Last updated 2 years ago

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