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Manual

6.10.2.  Check ERP-Mapping (Add ERP-Mapping... and Edit ERP-Mapping...)

6.10.2.1. Workflow
6.10.2.1.1. Check ERP-Mapping (Add ERP-Mapping... and Edit ERP-Mapping...) [catalog modeling]
6.10.2.1.2. Use order numbers to create mappings
6.10.2.1.3. Add ERP-Mapping... and Edit ERP-Mapping...
6.10.2.1.4. Cleanup previous ERP mappings...
6.10.2.1.5. Installation of catalog update (at the customer)
6.10.2.2. User interface and simple use case
6.10.2.3. User interface: Reference of icons and functions in detail
6.10.2.3.1. Plus button
6.10.2.3.2. Map resolved value ranges
6.10.2.3.3. Generate algorithm matching the selected line and copy it to clipboard
6.10.2.3.4. x-Button
6.10.2.3.5. Blue arrow button
6.10.2.3.6. Open project
6.10.2.3.7. Approve assignment
6.10.2.3.8. Verify all mappings
6.10.2.3.9. Different options
6.10.2.3.10. OK
6.10.2.4. The most important use cases
6.10.2.4.1. Renamed folder
6.10.2.4.2. Changed NB
6.10.2.4.3. Changed order number
6.10.2.4.4. Changed variable of order number
6.10.2.4.5. Deleted project
6.10.2.4.6. Hidden project
6.10.2.4.7. Moved project
6.10.2.4.8. Changed project name
6.10.2.4.9. Splitting of project with value range variable in two projects with fixed variable
6.10.2.4.10. Merged projects with fixed values
6.10.2.4.11. Resolved value range
6.10.2.4.12. Changed table row
6.10.2.4.13. Deleted/hidden table row
6.10.2.4.14. Rearranged table rows
6.10.2.4.15. Value range: Changed values
6.10.2.4.16. Value range: Changed range
6.10.2.4.17. Value range: Changed range with undefined stepping
6.10.2.4.18. Concatenated variables
6.10.2.4.19. Fixed variable changed to value range variable
6.10.2.4.20. Changed precision of decimal places
6.10.2.4.21. Renamed value range variables
6.10.2.4.22. Renamed fixed variables
6.10.2.5. ERP mapping: Questions -> Answers

Why ERP mapping has to be performed at all?

A small example shall illustrate the necessity: When performing changes in a catalog's follow-up version it could be, for example that a project was split into two. If on customer side, just the new catalog version would be installed, related ERP numbers could not be assigned anymore, because the corresponding project is missing. However, if a mapping is created, this information is available during the installation and the ERP numbers can be correctly assigned to the new projects again.

Up to V10 now a customer administrator had to perform a mapping for LinkDB datasets at each catalog update, if projects or variables had been changed, which led to lots of effort on the customer side and less upgrades to latest catalogs. [65]

In order to relieve the customer side, as of V10, mapping information is created in the SVN catalog status and during publishing integrated in the CIP file so that it can be processed during the installation. That means, mapping tasks are now done by the catalog modeller and don't have to be conducted on the customer side at each update.

[Note] Note

For each new catalog release ERP mappings have to be created by the modeling in PARTproject.

Publishing without this mapping information is not possible. Once under context menu command Versioning system, executing the command Upload changed files in directories / projects to the server, automatically the dialog box Check ERP-Mapping is opened. Click on Search to load published catalog versions, select one and under Execute ERP-Mapping for the whole catalog or Execute ERP-Mapping for changed projects, click on Execute. Just as well under context menu command Publication, you can use the commands Add ERP-Mapping... and Edit ERP-Mapping....

Details on this can be found in the following sections.

Precondition on customer side

On customer side, a version has to be installed for which mappings have been created.

Now the new method takes effect and manual editing is only necessary in exceptional cases, if an adjustment cannot be processed automatically.

Example:

At catalog xy the latest status is from 01/01/2015 and still without mappings. A customer with V10 has exactly this catalog status.

Now a new version is released on 06/01/2015. In this, the modeling has already added the mapping information, namely at the last released status from 01/01/2015.

When the customer installs the latest status now, these mappings are automatically processed.



[65] Hereto the Update manager is used. Call up via PARTlinkManager -> Extras menu -> Update manager. Details on this can be found under Section 4.16.3, “ Catalog update with ERP integration - Fix mapping problems with the Update manager ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.