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

  • either they have to determine the material from which the manufactured part is made (identification of the metallurgical material - e.g. sheet metal, bar stock, ...) - then from the

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*"