10 Replies Latest reply on Jun 27, 2012 9:29 AM by Jim Pietrovito

    Will be starting to implement CADLINK for data transfer to Epicor

    Corey Hinman

      We're starting this process now, I'll try to post occasional updates on progress either here or on my "fledgling" blog.

       

      This looks like a slick system for managing revision changes from PDM to our ERP (Epicor 9).

        • Re: Will be starting to implement CADLINK for data transfer to Epicor
          Patrick Brochu

          Corey,  Will the bridge be between "Enterprise" PDM & Epicor 9?  Working with QBuild?  -Patrick

              • Re: Will be starting to implement CADLINK for data transfer to Epicor
                Anna Wood

                Corey,

                 

                Will be curious to see how it works.  We are going to be rolling out Epicor 9 in the next month or so.  (beem working on the implementation for quite a while).  I want to start pushing SolidWorks meta data into Epicor.

                 

                The Qbuilt software looks like it would do the job.

                 

                Cheers,

                 

                Anna

                  • Re: Will be starting to implement CADLINK for data transfer to Epicor
                    Jeremy Isch

                    Any updates from Anna or Corey?  We're looking at migrating from a legacy ERP to Epicor 9 and CADLink.  You're both a couple months ahead of us so any tips, probelms or general impressions would be appreciated.

                      • Re: Will be starting to implement CADLINK for data transfer to Epicor
                        Anna Wood

                        We have not implemented Epicor yet.  It is still a work in progress.  Engineering does not need Epicor for our work, so it will be a while after we have gone live with Epicor before we work to link our engineering data to it.

                         

                        Cheers,

                         

                        Anna

                          • Re: Will be starting to implement CADLINK for data transfer to Epicor
                            Corey Hinman

                            Yes I would say we are now complete with this implementation. So here's how I've set this up for us.

                             

                            After an Engineering Change is approved (or could be at any time), a user will right click on an assembly or item and select "Run CADLink". They are then prompted with a login for Epicor.

                             

                            Cadlink then reads the PDM BOM, and asks you for the BOM template you'll be using. It pulls all the variable data from the default tab unless you specifically tell it to read from the @ tab. It then shows you a grid display similar to this picture below, any changes are highlighted yellow, new parts in green, etc....cadlink1.JPG

                             

                            You can add a generic BOO to the file, which is generally only useful on a first time part upload. Or just hit save changes, and that will write the data into Epicor.

                             

                            Prior to all of that:

                             

                            The first thing I did was make a CADlink tab on our CAD data card:

                             

                            cadlink2.JPG

                            All of those variables appear in the BOM template BOM-ERP that I created, along with "configuration", and "found in" version.

                             

                            There were several customizations that I requested, and suggested to CADLink that we implemented:

                             

                            • The ability to choose "as built", or not.
                            • If choosing as built, an option to choose which version
                            • The ability to identify items that could belong to multiple UOM classes and be able to select what's appropriate
                            • The ability to run CADlink on parts, not just assemblies (I use paste as reference to make some BOMs)
                            • The ablilty to select how many levels of the BOM you wish to show, 1 through x, or -1 for all levels.
                            • Added an "EPICOR JOBS" tab that lists all open production orders that are affected by a bom change, this can be used for disposition of materials

                             

                            A couple suggestions that haven't made it through yet:

                            • A simple "find" button on the grid display, with hundreds of items you need to look close and scroll through.
                            • A print function

                             

                            Other notes

                            • This does not work from the search tool.
                            • Data for all configs must match on the epicor tab to avoid any mismatches after uploading. Set vars to "update in all configurations"
                            • I don't use this for BOO's, I don't think it's effective.

                             

                             

                            Overall this took us a couple months from start to finish. Qbuild never came on site, but they were normally very fast to respond to problems. It did require a lot of remote connection time on my part. I think they are good on the Epicor and API end of things, and ok, but not great in Enterprise. And the last few customizations they wanted to quote me a price for implementing, I passed. Spec out exactly what you want before you agree to purchase.

                             

                            If you have any other questions just ask:

                             

                            Corey Hinman,

                            CEPA, ePDM Black Belt

                  • Re: Will be starting to implement CADLINK for data transfer to Epicor
                    Jim Pietrovito

                    We just finished our implementation of CADLink with EPDM & E9 almost a month ago. Just like Corey, we are very pleased with the results. I would also caution you to have a good SOW or Spec before hitting the go button. We are now working on implementing QBuild's ECN Manager which will allow us to tie EPDM, CADLink, & E9 all into our ECO process. It's looking quite promising so far.