# ERPPicker\_RefManual en GB

### ERP picker

Autodesk Inventor addin

### Purpose <a href="#purpose" id="purpose"></a>

* 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 <a href="#use" id="use"></a>

* 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
  * ![](https://content.gitbook.com/content/gwcxPqB56iIYloMqvMpD/blobs/dQBmNO9tPDWdZL179T4m/2)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

![](https://content.gitbook.com/content/gwcxPqB56iIYloMqvMpD/blobs/5ELYuUAOEaG1pTonxnsY/3)

* * 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 <a href="#sheet-thickness-transfer-to-the-search-f" id="sheet-thickness-transfer-to-the-search-f"></a>

* 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 <a href="#default-filtering" id="default-filtering"></a>

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

### Installation <a href="#installation" id="installation"></a>

* 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 <a href="#configuration" id="configuration"></a>

#### Configuration file location <a href="#configuration-file-location" id="configuration-file-location"></a>

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

![](https://content.gitbook.com/content/gwcxPqB56iIYloMqvMpD/blobs/K8VENClJ13feDcP59api/4)

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 <a href="#contents-of-the-configuration-file" id="contents-of-the-configuration-file"></a>

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 <a href="#notes" id="notes"></a>

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

### Attachments <a href="#attachments" id="attachments"></a>

#### Inventor - features <a href="#inventor-features" id="inventor-features"></a>

**Sets of properties**

| **Description**                                                                          | **GUID**                               | **From** |
| ---------------------------------------------------------------------------------------- | -------------------------------------- | -------- |
| <p>Inventor Summary Information</p><p><em>Inventor Summary</em></p>                      | {F29F85E0-4FF9-1068-AB91-08002B27B3D9} | ISI      |
| <p>Inventor Document Summary Information</p><p><em>Document summary information</em></p> | {D5CDD502-2E9C-101B-9397-08002B2CF9AE} | DSI      |
| <p>Design Tracking Properties</p><p><em>Features Design Tracking</em></p>                | {32853F0F-3444-11D1-9E93-0060B03C1CA6} | DTP      |
| <p>Inventor User Defined Properties</p><p><em>User-defined properties</em></p>           | {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 <a href="#vault-select" id="vault-select"></a>

**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 <a href="#configuration-examples-connection-stri" id="configuration-examples-connection-stri"></a>

#### MS SQL <a href="#ms-sql" id="ms-sql"></a>

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 <a href="#excel" id="excel"></a>

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

ConnectionSelectCommand=SELECT \* FROM \[List1$]

#### Access <a href="#access" id="access"></a>

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, ... <a href="#text-csv-..." id="text-csv-..."></a>

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 <a href="#vault-database" id="vault-database"></a>

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 <a href="#potential-for-addin-development" id="potential-for-addin-development"></a>

#### Support for transfer of metallurgical material quantities to ERP <a href="#support-for-transfer-of-metallurgical-ma" id="support-for-transfer-of-metallurgical-ma"></a>

* 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 <a href="#filtering-by-sheet-metal" id="filtering-by-sheet-metal"></a>

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