Sample.Tab-File-ErpBom

The “ERP BOM” tab from this sample script allows the designer to select a file in the Vault Client and immediately see if a BOM already exists in the ERP system.
If it does, all the position numbers, item numbers, quantities, and other relevant BOM row details are displayed live from the ERP system.
With the BOM Window it is possible to automatically generate and update all required materials and BOMs in the ERP system.

Requirements

This Vault Client customization is designed to be used with the “DemoService” from the Demo ERP system:

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

  • An entity set named “BomHeaders” is expected as well as the entityset “BomRows” and “Items”

  • Vault files are uniquely assigned to an ERP BOM via their item number stored in the Vault property “Part Number” and the ERP field “ParentNumber”.

  • Individual BOM rows are also identified by the item number, but their position in the CAD BOM and the ERP BOM “Position” must also match.

This tab can also be activated at any time when you are already using your own ERP integration.

In the ERP Integration Settings dialog, it is possible to specify from which Vault Properties (or fixed-values) the data of created Items comes from (see type-mapping Vault ‘File’ -> ERP ‘Item’).
Additionally, also the possible values for the ERP field “UnitOfMeasure” are retrieved from this configuration (see ERP field ‘UnitOfMeasure’ -> list values).

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 a file and select it.

  3. Click on the tab with the name “ERP BOM”.

  4. Since no BOM with the “Part Number” of the selected file exists in the Demo ERP system, a new one can be created.

    ../../_images/Sample_Tab_File_ErpBOM_empty.png

  5. Click on “Create new ERP BOM…”. The BOM Window opens and the complete CAD-BOM is displayed.

  6. Use the respective Check- and Transfer buttons in the “Items” tab to first create or update all the required Items in ERP.

    ../../_images/bomwindow_itemtab_transfer_vaultfiles_completed.png

  7. Click the Check- and Transfer buttons in the “BOM” tab.

    ../../_images/bomwindow_bomtab_transfer_vaultfiles_completed.png

    The BOMs have now been successfully generated in the ERP system and the BOM Window can be closed.

  8. The position number, item number, quantity, and other relevant information are displayed for all rows in the newly created ERP BOM:

    ../../_images/Sample_Tab_File_ErpBOM.png

Disabling the script

After the installation on new environments, this script by default enables the Vault “ERP BOM” tab for files.
If you work exclusively with Vault Items, or if you do not use this tab, the file %PROGRAMDATA%\coolOrange\Client Customizations\Sample.Tab-File-ErpBom.ps1 can be moved to the directory %PROGRAMDATA%\coolOrange\Client Customizations\Disabled.

Note

Please note that after updates from v23.0.4 and older, this script is automatically disabled and installed in the %PROGRAMDATA%\coolOrange\Client Customizations\Disabled directory.
Scripting guys can then enable and review the “ERP BOM“ tab in a test environment before deploying their own version of the script in production ERP integrations.