ERPPicker_RefManual en GB

ERP picker

Autodesk Inventor addin

Purpose

  • preview from Inventor to the database of items, filtering and sorting

  • transfer of the selected record attributes to the iProperties of the component in Inventor

Use

  • in Inventor call the window using the "CS ERP picker" command

  • in the window use the search criteria above the data table

  • mark the selected record and use its data according to its purpose

menu

    • or they have to mark the component as a purchased part (identification of the purchased component - e.g.

engine, hinge, ...) - then from the menu

    • in both cases the values of the selected row are written to the iProperties of the Inventor component according to the mapping set in the configuration

the same action is performed by double-clicking on the record (with Ctrl for the "Pick C & Exit" action)

Sheet thickness transfer to the search filter

  • the sheet metal part thickness can be used for filtering the data table - i.e. the Picker configuration can be set so that the data table is filtered according to the value read from the sheet metal part definition in Inventor already when running over the sheet metal part

  • The MJ used to express the thickness of the plate are [mm]

Default filtering

the Picker configuration can be set so that the data table is filtered by the column and value in the configuration at startup

Installation

  • is done with the .msi file

  • the target directory is: "<Public Documents>\CADStudio\RawMatPicker"

  • configuration is done using the .ini file in this folder

  • after installation, buttons will appear in Inventor:

    • "CS ERP picker" - calling the window with the "ERP" data table

    • "Config" - test of data source availability

  • addin logs activities to the folder "<Public documents>\CADStudio\RawMatPicker"

  • automatic license activation:

In bulk installations, the activation license key can be written to a file:

%LOCALAPPDATA%\CAD Studio a.s\RawMatPicker\lic.txt

Configuration

Configuration file location

The name of the configuration file is RawMatPicker.ini

this file can be placed in different folders - depending on customer requirements

  • The configuration must be different for different Win users within the computer "roaming" folder: c:\Users\<USER>\AppData\Roaming\CadStudio\RawMatPicker\

  • The configuration is the same for all users within the computer "public" folder: c:\Users\Public\Documents\CADStudio\RawMatPicker\

  • Uniform settings for all computers

create a registry key HKEY_CURRENT_USER\SOFTWARE\CadStudio\RawMatPicker\Settings create a string value named ConfigFullFileName in this key

Procedure for finding the configuration file:

if the file is not found in the "roaming" folder or the registry folder, the "public" folder is used

Contents of the configuration file

The .ini file is divided into sections that contain individual keys

section [Settings]

  • ConnectionString: connection to the database resource

  • ConnectionSelectCommand: basic definition of columns, links between tables, conditions and sorting (standard SQL syntax)

  • ConnectionSelectHeaders: (optional) list of names for column headers of the data table

  • MainFormLabel: (optional) title for the header of the whole dialog (e.g. SAP Lookup) and also the name of the button in Inventor;

(the change in .ini will be reflected in INV after reboot)

  • MainFormIcon: (optional) icon for the header of the whole window (name of the .ico file) and also the button icon in Inventor (raster formats are accepted);

(the change in .ini will be reflected in INV after reboot)

  • ShowAll: the (optional) setting True ensures that immediately after the window starts the data table is filled with all records that match the query described by ConnectionSelectCommand;

True setting is therefore undesirable, it unnecessarily uses up the data source and the data network

  • ApplyFilterDelay: (optional) time in [ms], if the filter content above the data grid is not changed after this time, the filter condition is applied

  • FullRowSelect: (optional) selection method in the data grid; (default=True) - clicking selects the whole row; if set to False, clicking selects one cell (reason = possibility of copying values of individual cells for other purposes)

  • SheetMetalThicknessDbFieldName: name of the db field by which the sheet thickness value is filtered

  • SheetMetalThicknessUseDotAsDecDelim: (default = False) if True, then a dot is used as decimal separator in the value for filtering by sheet thickness (i.e. regardless of the setting "CurrentCulture" on the computer)

  • InitiateFilterDbFieldName: db field name for the initial filtering

  • InitiateFilterValue: value for initial filtering

section [Mappings_xxxx]

mapping to the Inventor file iProperties during the "Pick" action:

  • the name of the key is the name of the iProperty

  • the key value is the column name (according to ConnectionSelectCommand, not according to ConnectionSelectHeaders),

  • iProperty affiliation to the iProperty set - see attachment

section [MappingsC_xxxx]

mapping to the Inventor file iProperties during the "Pick C" action:

  • possibility to use a different mapping for transmission with component identification (C = Component)

  • if the user double-clicks on the selected dataset row, it is necessary to hold the Ctrl key to trigger this transfer

Notes

  • the original naming of RawMatPicker is still used for internal objects and license

Attachments

Inventor - features

Sets of properties

Description

GUID

From

Inventor Summary Information

Inventor Summary

{F29F85E0-4FF9-1068-AB91-08002B27B3D9}

ISI

Inventor Document Summary Information

Document summary information

{D5CDD502-2E9C-101B-9397-08002B2CF9AE}

DSI

Design Tracking Properties

Features Design Tracking

{32853F0F-3444-11D1-9E93-0060B03C1CA6}

DTP

Inventor User Defined Properties

User-defined properties

{D5CDD505-2E9C-101B-9397-08002B2CF9AE}

UDP

Fixed (system) properties

complete list of iFeatures (version Inv 2017)

From

Name

Display name

DTP

Appearance

Appearance

ISI

Author

Author

DTP

Authority

Answered by

DTP

Catalog Web Link

Web link to the catalogue

DTP

Categories

Category

DSI

Category

Category

ISI

Comments

Comments

DSI

Company

Company

DTP

Cost

Cost

DTP

Cost Centre

Cargo centre

DTP

Creation Time

Date of creation

DTP

Date Checked

Date of inspection

DTP

Defer Updates

Postpone updates

DTP

Density

Density

DTP

Description

Description

DTP

Design Status

Design status

DTP

Designer

Designer

DTP

Document SubType

Component type

DTP

Document SubType Name

Name of the component type

DTP

Engineer

Engineer

DTP

Engr Approved By

Techn. contr. Approved by

DTP

Engr Date Approved

Date of approval of technical inspection

DTP

External Property Revision Id

External component revision

DTP

Flat Pattern Area

Area of the boundaries of the development

DTP

Flat Pattern Defer Update

Postpone the update of the development

DTP

Flat Pattern Length

Length of the development limits

DTP

Flat Pattern Width

Width of the development limits

DTP

Checked By

Checked out

ISI

Keywords

Keywords

DTP

Language

Language

ISI

Last Saved By

Last time he saved

DTP

Last Updated With

Last updated with

DSI

Manager

Head of

DTP

Manufacturer

Producer

DTP

Mass

Weight

DTP

Material

Material

DTP

Material Identifier

Material identifier

DTP

Mfg Approved By

The production was approved by

DTP

Mfg Date Approved

Date of approval of production control

DTP

Parameterized Template

Parameterized template

DTP

Part Icon

Component icon

DTP

Part Number

Part Number

DTP

Part Property Revision Id

Component revision

DTP

Project

Project

DTP

Proxy Refresh Date

Restore proxy data

ISI

Revision Number

Revision Number

DTP

Sheet Metal Area

SheetMetalArea

DTP

Sheet Metal Length

SheetMetalLength

DTP

Sheet Metal Rule

The sheet rule

DTP

Sheet Metal Width

SheetMetalWidth

DTP

Size Designation

Size designation

DTP

Standard

Standard

DTP

Standard Revision

Revision of the standard

DTP

Standards Organisation

Organisation - Standards

DTP

Stock Number

Stock number

ISI

Subject

Subject

DTP

SurfaceArea

Surface area

DTP

Template Row

Template row

ISI

Thumbnail

Preview

ISI

Title

Title

DTP

User Status

User status

DTP

Valid MassProps

Valid MassProps value

DTP

Vendor

Supplier

DTP

Volume

Volume

DTP

Weld Material

Weld material

Vault - SELECT

SELECT example for verification:

SELECT ItemNumber, ItemTitle, ItemDetail, units, CategoryName, IsConsumable, IsObsolete, CONVERT(NVARCHAR(10), (SELECT TOP (1) Value FROM dbo.Property AS P WHERE (EntityID =

dbo.vw_ItemRevision.ItemIterationID) AND (PropertyDefID=166)) AS TpvZm FROM dbo.vw_ItemRevision

WHERE (ItemIterationID IN (SELECT MAX(ItemIterationID) AS E1 FROM dbo.vw_ItemIteration AS I1 GROUP BY itemMasterID))

  • highlighted in yellow is the part of the SQL query that retrieves the user property

  • sql function CONVERT converts a value (table Property, field Value) from the sql_variant type to a specific type to

ERP picker over user property enabled filtering

  • the PropertyDefID value for the required property can be found in the PropertyDef table

example script to create View in db storage:

CREATE VIEW [dbo].[CS_ItemMaster] AS

SELECT ItemNumber, ItemTitle, ItemDetail, units, CategoryName, IsConsumable, IsObsolete, CONVERT(NVARCHAR(10), (SELECT TOP (1) Value FROM dbo.Property AS P WHERE

(EntityID=dbo.vw_ItemRevision.ItemIterationID) AND (PropertyDefID=166)) AS TpvZm

FROM dbo.vw_ItemRevision WHERE (ItemIterationID IN (SELECT MAX(ItemIterationID) AS E1 FROM dbo.vw_ItemIteration AS I1 GROUP BY itemMasterID))

final configuration of the ERP picker:

ConnectionString=Server=VaultSrv; Database=Vault; User ID=UserName; Password=UserPwd ConnectionSelectCommand=SELECT * FROM CS_ItemMaster

Configuration examples - Connection String and Command

MS SQL

ConnectionString=Server=mySqlSrv; Database=Helios001; User ID=HeReader; Password=HeReaderPwd ConnectionSelectCommand=SELECT id, group, regcis, name1, name2 FROM TabKmenZbozi ConnectionSelectHeaders=_|SZ|Reg. number|Name 1|Name 2

Excel

ConnectionString=Provider=Microsoft.ACE.OLEDB.12.0;Data Source=c:\OleDbTest.xls;Extended Properties="Excel 12.0;HDR=YES"

ConnectionSelectCommand=SELECT * FROM [List1$]

Access

ConnectionString=Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\\vm- cadsadms\POHODA\Data\12345678_2015.mdb

ConnectionSelectCommand=SELECT IDS, Name, Name1, Name2, SText, SText1, SText2, MJ, MJ2, MJ3, EAN, ObjName, Company, Sales FROM Skz

Text, csv, ...

ConnectionString=DRIVER=Microsoft Access Text Driver (*.txt, *.csv); DefaultDir=d:\t_drive\Techbase\Development\STROS\db

ConnectionSelectCommand=SELECT * FROM `POL_NAK.txt` `POL_NAK` WHERE LEN(CMAT) > 0 ORDER BY 2

Vault Database

Vault queries are more complex, so it is advisable to create a view in the db storage first and then use it in ERP picker - see attachment

Potential for addin development

Support for transfer of metallurgical material quantities to ERP

  • try to apply the MJ-based logic that the selected row has in ERP

  • if metallurgical material enters the manufactured part,

  • if sheet metal, then limits of development OR property values? parameters (default names)

  • if the G_L parameter exists

Filtering by sheet metal

in addition to the thickness, you can apply another filter - e.g. "Sheet*"

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