4.8. ERP toolbar and menu

Note

	Note
The visibility of ALL toolbars, buttons, menus and menu items is controlled via the configuration files `menustructure_PARTdataManager.cfg` and `menuvisibility_PARTdataManager.cfg` configuration files. The complete description can be found under Section 1.7.8.2, “ Tweak menus, menu items, toolbars, buttons and context menu commands ”. The configuration of ERP toolbar and menu is role dependent. In the following the most important for the configuration of ERP toolbar with buttons and ERP menu with entries is explained.

The visibility of ALL toolbars, buttons, menus and menu items is controlled via the configuration files menustructure_PARTdataManager.cfg and menuvisibility_PARTdataManager.cfg configuration files. The complete description can be found under Section 1.7.8.2, “ Tweak menus, menu items, toolbars, buttons and context menu commands ”.

The configuration of ERP toolbar and menu is role dependent.

In the following the most important for the configuration of ERP toolbar with buttons and ERP menu with entries is explained.

At first you will find a short instruction and in the following a listing with all toolbar buttons and menu items together with the according tweak command.

In the configuration file menustructure_PARTdataManager.cfg configuration file, the ERP toolbar and menu are already declared with the following commands:.

LinkDatabase

"ERP" toolbar

"Sap" toolbar
ErpMenu

ERP Menu

Excerpt from $CADENAS_SETUP/menustructure_PARTdataManager.cfg

[Tweakmenu]

toolbarOrderTop=Standard,Assembly,Details,Export,\n,Views,LinkDatabase,Addsap,
 Classification,IndexTree
toolbarOrderRight=
toolbarOrderLeft=
toolbarOrderBottom=

#Toolbars
...
LinkDatabaseToolbar=MainWindow/LinkDatabase
LinkDataBaseToolbarTitle=Link database
LinkDatabaseToolbarContent=LinkDbLogin,LinkDbChangeGroup,CallLinkMgr,LinkDbSendMail,
 LinkDbAddToDb,LinkDbClassify,LinkDbShowLegend,PreferredRanges,erp_psol_mm_vars,
 show_dbdata,SORTTABLE,erp_dbedit,DisplayMatButton,ChangeMatButton,SearchMatButton,
 erp_sap_showdis
LinkDatabaseToolbarButtonStyle=

AddSapToolbar=MainWindow/Addsap
AddSapToolbarTitle=Sap
AddSapToolbarContent=sap
AddSapToolbarButtonStyle=

#Menus
...
ErpMenuName=ErpMenu
ErpMenuTitle=ERP
ErpMenuContent=LinkDbLogin,LinkDbChangeGroup,CallLinkMgr,LinkDbBackToMgr,
 LinkDbCancelBackToMgr,LinkDbSendMail,LinkDbAddToDb,LinkDbClassify,LinkDbShowLegend,
 PreferredRanges,erp_psol_mm_vars,show_dbdata,SORTTABLE,erp_dbedit,DisplayMatButton,
 ChangeMatButton,SearchMatButton,erp_sap_showdis

Using LinkDatabaseToolbarContent (and AddSapToolbarContent ) and ErpMenuContent, you decide which elements should always be available, regardless of the role-specific visibility.

Create roles and types of roles
In the configuration file menuvisibility_PARTdataManager.cfg you define all the required roles and types of roles, i.e. what should be displayed for which role in PARTdataManager.
Excerpt from $CADENAS_SETUP/menuvisibility_PARTdataManager.cfg
```
[ROLES]
LOC1=TYP_B
LOC2=TYP_C
LOC3=TYP_A
ECAT1=TYP_A
ECAT2=TYP_A
ECAT3=TYP_A
ECAT4=TYP_A
ECAT5=TYP_A
ECAT6=TYP_A
```
Configure the needed roles and types following the above schema. May be there are 20 different roles, but only 3 different types of roles.

Assign individual commands to role types

Now specify the desired GUI elements for each role type. See following example. The ERP elements are highlighted in red.

Excerpt from menuvisibility_PARTdataManager.cfg

[TYP_A]
LayoutResetDefault=true
ViewPart=true
View2D=true
...
...
LinkDbLogin=true
LinkDbChangeGroup=true
LinkDbBackToMgr=true
LinkDbCancelBackToMgr=true
LinkDbSendMail=true
LinkDbAddToDb=true
LinkDbShowLegend=true

[TYP_B]
LayoutResetDefault=true
ViewIndextree=true
ViewPart=true
View2D=true
...
...
LinkDbLogin=true
LinkDbChangeGroup=true
LinkDbBackToMgr=true
LinkDbCancelBackToMgr=true
LinkDbSendMail=true
LinkDbAddToDb=true
LinkDbShowLegend=true

[TYP_C]
LayoutResetDefault=true
ViewIndextree=true
ViewPart=true
View2D=true
...
...
LinkDbLogin=true
LinkDbChangeGroup=true
LinkDbBackToMgr=true
LinkDbCancelBackToMgr=true
LinkDbSendMail=true
LinkDbAddToDb=true
LinkDbShowLegend=true

The following listing shows tooltip, tweak command and function for each button or menu entry.^[73]

Tooltip

Tweak command

Function

Authenticate user

LinkDbLogin

Authenticate user:

In order to be able to work with the ERP/PDM integration a connection to the database has to be established.

If automatic login is not activated, the dialog for user authentication appears after starting PARTdataManager.

Authenticate user

Enter your user name and password here. If the connection does not exist or has been terminated for any reason, you can call up the Database login dialog box again using this button.

Furthermore the user can call the dialog in order to log in as another user.

Note

Users will receive username and password by the system administration.

In the case of a standard installation with PLINKDB database initially applies:

Standard user: Username and password identical 'erpuser'.
Admin: User 'sa', password: (according to the password given during the database creation)

Tooltip

Tweak command

Function

Select group

LinkDbChangeGroup

Select group :

If several roles are provided for a user, this button should also appear for a role change.

When clicking on the button the adjoining dialog is displayed.

Select the desired role here and confirm with OK.

If the user rarely selects a role, you can activate the Remember role selection [Remember selected role] option. This saves the last role selected and suppresses the role dialog until the user clicks the Select group button again or the saved role is no longer available for this user (setting in plinkusers.cfg).

The currently set user and the currently set role are displayed in the PARTdataManager at the bottom of the status bar.

Tooltip

Tweak command

Function

Launch PARTlinkManager
CallLinkMgr
Call up PARTlinkManager [Launch PARTlinkManager]

Tooltip

Tweak command

Function

Send selection to Link Manager

Cancel selection

LinkDbBackToMgr

LinkDbCancelBackToMgr

Send selection to PARTlinkManager [Send selection to Link Manager] / Cancel selection

By double-clicking on a line in the PARTlinkManager, the view changes to PARTdataManager.

In the PARTdataManager you can now select any line. By clicking on this line is linked to a new ERP number previously created in PARTlinkManager. The view switches back to PARTlinkManager. By clicking on you can cancel the selection process.

The two symbols are only active if a call has been made from PARTlinkManager, otherwise they are grayed out.

Tooltip

Tweak command

Function

Request ERP number per e-mail
LinkDbSendMail
Applying for an ERP number by e-mail [Request ERP number per e-mail]

Request [Request ERP number per e-mail] an ERP number by e-mail:
Click on the Request ERP number by e-mail [Request ERP number per e-mail] button to open a dialog box and request approval for parts that are blocked for export by e-mail from the responsible department.
To establish the functionality, please enter the mail server in the configuration file under $CADENAS_SETUP/plinkcommon.cfg enter the mail server. This is the most important setting. You will also find other setting options. See the [HELP] texts in the configuration file itself. The setting applies to all roles.
```
[MAIL]
TEMPLATE=$CADENAS_SETUP/linkdbtemplate_$(CADENAS_LANGUAGE).html
SENDTO=name@company.com
SUBJECT=Neue ERP-Nummer
SERVER=
;...
```
Under $CADENAS_SETUP/plinkgroups.cfg you can overwrite the role-specific entry.
```
[Rolename]
SENDTO=
SUBJECT=
SERVER=
```
Standard dialog

Extended dialog

Information on extending the dialog can be found under Section 4.11, “ Design "New ident number " dialog box - erpcustom.cfg -> Block [USERDIALOG] ”
The e-mail sent contains a .psmid file as an attachment. Double-click on this file to open PARTdataManager with the corresponding project and line.
The e-mail itself contains all the important information about the part, including the MIDENT ("Internal identification of the part"), which uniquely identifies a part. See also Section 3.1.17.2.6.9, “ Open part by MIDENT ” in ENTERPRISE 3Dfindit (Professional) - User.
The last line contains a batch command with which the component can also be opened in the PARTdataManager can be opened.

Sample e-mail

Tooltip

Tweak command

Function

Add dataset to link database

LinkDbAddToDb

Add data record to the link database [Add dataset to link database]

Add data record to link database [Add dataset to link database] opens the following window:

Standard dialog

The input fields can be extended as required. See the following illustration. Further information on this can be found in the Section 4.11, “ Design "New ident number " dialog box - erpcustom.cfg -> Block [USERDIALOG] ”

Extended dialog

Note

By default, ERP is not supported for individual parts in assembly tables. If an individual part of an assembly is selected in the Assembly docking window and the button Add record to link database [Add dataset to link database] button is clicked, an error message appears with a reference to the following key:

$CADENAS_SETUP/plinkcommon.cfg

[PARTdataManaager]
UseErpForAssPart=0

If the functionality is wanted the key has to be set on 1.

Tooltip

Tweak command

Function

Add dataset to link database (variant)
erp_psol_mm_vars
Add dataset to link database (variant)

Add dataset to link database (variant)
Choose a data set, which is the very next to the variable to be changed.
After clicking the button, the Create variant window opens.

All variables of the component are listed.
In the example opposite, D was set from 20 to the value 22.
The same dialog as for Add record to link database [Add dataset to link database] (see above) then appears.
As a result, the created variant is also displayed in the PARTdataManager is displayed.

Activate required VBS script
The erp_psol_mm_vars script must be activated in order to have the Add data record to link database (variant) [Add dataset to link database (variant)] function available in the ERP toolbar (regardless of the view display ).
In PARTadmin -> Category Configuration files -> $CADENAS/SETUP/erpcustom.cfg -> Block [LOAD], execute the context menu command Activate on the respective key and save. (If the key does not exist, create it with a consecutive number.) To make the button visible, you must PARTdataManager must be restarted.

PARTadmin -> erpcustom.cfg -> [LOAD] -> erp_psol_mm_vars.vbb

Correct sorting of variants
When creating variants, they may not be sorted correctly (see figure above). However, you can set up a dialog to change the sort order of variants in the PARTdataManager table. This eliminates the need to edit the PRJTABLE manually. See Specify sort order for currently open project [Set the sorting order for currently opened project].
Tooltip

Tweak command

Function

Set the sorting order for currently opened project
SORTTABLE
Set sort order for this project:

When creating variants (see ) often they are not correctly sorted. However, you can configure that a dialog is displayed where you can specify the sorting order for the PARTdataManager table. Thereby manual editing is obsolete.

To do this, activate the key in the configuration file under $CADENAS_SETUP/erpcustom.cfgin the ADDTODB_VARS block, activate the key with the value $CADENAS_SETUP/scripts/erp/erp_sorttable.vbbif the key is not available, please enter it yourself.

PARTadmin -> erpcustom.cfg -> [LOAD]

You can find user information on this under Section 3.1.11.13, “Line sorting in PARTdataManager ” in ENTERPRISE 3Dfindit (Professional) - User.
Tooltip

Tweak command

Function

Edit/delete dataset
erp_dbedit
Edit/delete data [Edit/delete dataset] record:

Edit/delete data [Edit/delete dataset] record:
After clicking on the button, the dialog box Edit/delete data record [Edit/delete dataset] appears.

Edit/delete dataset
- New key value
  Change the ERP_PDM_NUMBER if desired.
The data view is divided into link data [Link-data] and ERP data.
- Update dataset
  Click on the value to be changed, change it accordingly and press the Update record [Update dataset] button.
- Delete link
  Deletes the data of the LINKTABLE.
  Afterwards follows an inquiry whether or nor the data of the ERPTABLE should be kept. Confirm/deny the inquiry accordingly.
- Execute SQL-command
  Opens the window of the same name.
  In the SQL command entry field you can enter any command.
  Define the maximum number of rows in the result.
  Then click Execute.
  
  Note
  Using Browse ... you can display the table names and a selection of SQL commands.
  
  Execute SQL-command
- Close
Activate required VBS script
The script $CADENAS _SETUP/scripts/erp/erp_dbedit .vbb must be activated in order to have the Edit/delete data record [Edit/delete dataset] function available in the ERP toolbar (regardless of the view display ).
In PARTadmin -> Category Configuration files -> $CADENAS/SETUP/erpcustom.cfg -> Block [LOAD], execute the context menu command Activate on the respective key and save. (If the key does not exist, create it with a consecutive number) To make the button visible, you must PARTdataManager must be restarted.

PARTadmin -> erpcustom.cfg -> [LOAD] -> erp_dbedit.vbb
Tooltip

Tweak command

Function

show database-data for this part
show_dbdata
Show database data for this part [show database-data for this part] :

Display database data for this part [show database-data for this part]:
The window shows geometric data as well as ERP data.

Activate required VBS script
The script $CADENAS _SETUP/scripts/erp/show_dbdata .vbb must be activated in order to have the function Show database data for this part [show database-data for this part] available in the ERP toolbar (regardless of the view display ).
In PARTadmin -> Category Configuration files -> $CADENAS/SETUP/erpcustom.cfg -> Block [LOAD], execute the context menu command Activate on the respective key and save. (If the key does not exist, create it with a consecutive number) To make the button visible, you must PARTdataManager must be restarted.

PARTadmin -> erpcustom.cfg -> [LOAD] -> show_dbdata
Tooltip

Tweak command

Function

Show legend
LinkDbShowLegend Legend (Locked, Released, Expired)

Tooltip

Tweak command

Function

Preferred rows on/off

PreferredRanges

Preferred rows On/Off [Preferred rows on/off] :

When activating the function projects and directories which do not meet the preferred rows condition are hidden in the index tree and in the table the respective rows (characteristics).

Note

The function only then works if the setting was made for the respective role. See examples below.

Details on defining the condition can be found under Section 4.7.4.1.2, “ Preferred series - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE" ”

Effect of preferred row capitalization in the table
Only rows which meet the condition are displayed.
Example:
Setting in configuration file $CADENAS_SETUP/plinkgroups.cfg
```
[Rollenname]
PREFRANGE=((ERP_PDM_NUMBER.NE.'').AND.(ACTIVE_STATE.EQ.1))
```
Meaning: The ERP number is not empty, i.e. it exists AND the ACTIVE_STATE column has the value 1 (=released).
Setting under PARTadmin -> Category Roles -> Tab page General -> Preferred series [Preferred ranges]

-> Effect in PARTdataManager:

Preferred rows off, all rows are displayed: Row 6 and 10 do not meet the preferred rows condition and so are hidden when the function is activated.. See next figure.

Preferred rows on
Effect of the preferred rows activation in the index tree
The directories and projects in the catalog index are always colored green or semi-transparent.^[74] Green means that at least one line in a project corresponds to the condition under CONDITIONTREE or display condition for part selection [Display condition for parts selection]. Green is "inherited" upwards. Semi-transparent means that no line of any project meets the condition.
Once the preferred rows function is activated all semi-transparent projects and directories are hidden.
Example:
Setting in configuration file $CADENAS_SETUP/plinkgroups.cfg

Note
For the key CONDITIONTREE, please use SQL syntax.
```
[Rollenname]
CONDITIONTREE=(LINKTABLE.ERP_PDM_NUMBER<>'') AND (ACTIVE_STATE=1)
```
Meaning: ERP number is not equal empty, in other words available AND the column ACTIVE_STATE has the value 1 (=released).
Note
No entry in the key CONDITIONTREE is according to:

CONDITIONTREE=(LINKTABLE.ERP_PDM_NUMBER<>'')
Setting under PARTadmin -> Category Roles -> Tab page General -> Display condition for part selection [Display condition for parts selection]

-> Effect in PARTdataManager:
If you activate the Preferred rows on/off filter, only those directories and projects are displayed that contain parts that meet the condition, i.e. the green ones.

Preferred rows function off: All directories and projects are displayed.

Preferred rows function on: Only the green ones are displayed.

Note

Activating the preferred series function also affects the search!

The search results are filtered and must then also obey the preferred series condition. See also, for example, Section 3.1.7.1.11.4, “Use preferred rows filter” in ENTERPRISE 3Dfindit (Professional) - User or ERP/PDM functionality.

SAP functionality

Tooltip	Tweak command	Function
	erp_sap_showdis	Create material
	ChangeMatButton	Change material
	DisplayMatButton	Display material
	SearchMatButton	Search material

^[73]The commands for buttons and menu entries are the same.

^[74]Settings under COLORCONDITIONTREE or status colors for [Status colors for catalog index] catalog index overwrite and possibly lead to a multi-colored index tree (see Section 4.7.4.3.2, “ Status colors for catalog index - plinkgroups.cfg -> Block [role name] -> Key "COLORCONDITIONTREE<number>" ”).

Is the option under PARTlinkManager -> Extras menu [Extras] -> Configure ERP environment -> Mark [Assign linked parts in the parts selection] linked parts in the parts selection is deactivated, the catalog index is displayed in one color.

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