Sample.TransferERPItemViaItemTab

During the design process, it is crucial for the engineer to access material information from the ERP system.
Using the “ERP Item” tab from this sample script, the designer can select an item in the Vault Client and view the material number and other relevant information live from the ERP system.

Requirements

The event script is designed to be used with the “MaterialService” from the Demo ERP system:

  • an internet connection is required and the domain ‘demo.powergate.online’ needs to be accessible on TCP port 80.

  • Vault items are uniquely assigned to an ERP item via their material number stored in the Vault property “Number” and the ERP field “Number”.

This tab can also be actived at any time when a custom ERP intergration is available.
However, please note that this may cause errors due to entityset-conflicts with the Sample.ConnectToPowerGateServer script which should be disabled (entity sets “Materials” and “MaterialDescriptions” are used).

The possible values for “Type” and “Unit of Measure” are retrieved from the Tab configuration that got uploaded to the Vault Server using the Tools Menu items provided by Sample.SyncERPTabConfiguration.
If no configuration has been uploaded yet, a default configuration is uploaded the first time you log in to Vault.

Testing

The script can be tested by doing the following steps on your test-environment:

  1. Open the Vault Client and log in to your Vault

  2. Navigate to an item in the Item Master view and select it

  3. Click on the tab with the name “ERP Item”, which will automatically connect to the Demo ERP system

  4. Since no item with the “Number” of the selected item exists in the Demo ERP system,, a new one can be created.
    To do this, select a ‘Type’ from the combobox and click on “Create Item in ERP”:

    ../../_images/Sample.TransferERPItemViaItemTab_Create.png

  5. A new ERP Item has now been successfully created in the ERP system.
    Its material number and other metadata are displayed:

    ../../_images/Sample.TransferERPItemViaItemTab_Update.png

Disabling the script

By default, the script enables the Vault “ERP Item” tab for items.
If you work exclusively with Vault files, or if you do not use this tab, the file %PROGRAMDATA%\coolOrange\powerEvents\Events\Sample.TransferERPItemViaItemTab.ps1 can be moved to the directory %PROGRAMDATA%\coolOrange\powerEvents\Events\Disabled.