14 Replies Latest reply on Dec 5, 2016 10:01 AM by Ricardo Talbot

    PDM and Automation

    James Guilford

      Hi Everyone,

       

      I'm new to PDM so apologize my ignorance in advance. I have a few questions in regards to data managements on SW.

      I have been assigned to ease the process of manually entering and editing data sheets on excel by incorporating an automated script so that  when someone changes a part or assembly on Solidworks it would automatically update the data base in different departments. ( Vendors too)

       

      I was reading the forums that this could be done using MSMQ as a medium once a xml file is created, and emailed the pdf file to the correspondence individual. However, I would like to update these files and populate an excel or word file.

       

      I appreciate your help .

       

      Thanks

       

      James

          • Re: PDM and Automation
            Jeremiah Davis

            Hello James,

             

            I am not exactly sure what you are trying to do, but it sounds like you are looking for some sort of method to export things like item masters into an Excel or XML document that can be published to something like an ERP system?

             

            If so, this should be easy with some of the existing methods that exist, including the built in XML export functionality or the "Generate Parameter File" in dispatch.

              • Re: PDM and Automation
                James Guilford

                Hello Jeremiah,

                 

                Thanks for your response. I'm trying to export multilayer BOM,drawing name and number and engineering change notices in an excel file. Furthermore, I would like to have the excel file updates when changes are made to any parts or assemblies.

                 

                My goal is to then import the xml or excel file into Netsuite.

                 

                Thank you for your help.

                  • Re: PDM and Automation
                    James Guilford

                    I pretty Much need all those information in one signle excel or xml file.

                      • Re: PDM and Automation
                        Jeff Sweeney

                        The concern I have is what happens if I have the Excel file open (locking the file) and you make an update? Your application is going to have to have a queue process. ...and those add to the cost!

                         

                        If you want to use Excel I would consider a macro, the user starts the Excel macro and it pulls the data from EPDM....but how much data are we talking about, importing the entire vault or just a single project?

                         

                        Does Netsuite have an API? Seems like you are using this XML/Excel file just as a holding tank, can you go straight to Netsuite ?

                          • Re: PDM and Automation
                            James Guilford

                            Hi Jeff,

                             

                            Thanks for your response.

                             

                            "The concern I have is what happens if I have the Excel file open (locking the file) and you make an update? Your application is going to have to have a queue process. ...and those add to the cost"

                            Interesting point, I never thought of that. Would that be same in XML?\

                            Are there any ways to highlight the changes that are made in each revision in the excel or xml document ? ( color coding, rev edition )

                             

                            "If you want to use Excel I would consider a macro, the user starts the Excel macro and it pulls the data from EPDM....but how much data are we talking about, importing the entire vault or just a single project?"

                            It would be a single project including all the parts and assemblies + description of each part/assembly - part sub numbers, revision number and start-end of each part.

                             

                            Does Netsuite have an API? Seems like you are using this XML/Excel file just as a holding tank, can you go straight to Netsuite ?

                             

                            Netsuite has API, But I have limited knowledge of programming, therefore, I prefer to use XML or Excel as a data bank.

                             

                            The problem we are having with  NetSuite is that every time a part is updated by the engineering team, operations needs to manually enter that in Netsuite in a structured format, and I have been assigned to automate this process.

                             

                            Any suggestions,

                             

                             

                            Thanks

                             

                             

                              • Re: PDM and Automation
                                Jeff Sweeney

                                If you want this data [re]published every time you make a change, you’re probably looking at some API. The only automatic publication of XML files done out of the box for EPDM is via a workflow transition….and even that is unlikely to be able to be directly imported into Netsuite without some customization.

                                  • Re: PDM and Automation
                                    James Guilford

                                    I have a hard time to located any documentation of Netsuite API to guide me how to make a bridge between EPDM and Netsuite. I understand that I can be using the workflow diagram to rebulish/publish XML file once the part/assembly is released. However, Here comes the question of how to push that file in Netsuite. Or how to Netsuite would be able to pull in those information. Any one have had any experiences with Netsuite API ?

                                     

                                    Any other ways you suggest I could be doing this ?

                      • Re: PDM and Automation
                        James Guilford

                        Update :

                        So I have managed to find some documentation on Netsuite. This could be done through NetSuite's API to import the files automatically while in the folder directory. However, you should upload the file manually in that folder inorder for it to get uploaded. Still working to see if there are any other alternatives.

                          • Re: PDM and Automation
                            James Guilford

                            and the folder is a web based folder within NetSuite

                              • Re: PDM and Automation
                                Jonathan Gamble

                                Hi James,

                                We have both Netsuite and Solidworks EPDM.  We have tested being able to export data from EPDM to Netsuite, but are not using it automatically.  The way we did it was to create an excel file from PDM and save that in a network shared folder, which was then imported by Netsuite.  It worked, but we haven't automated it. I will have to check with my colleague to see exactly how it was done. The eventual goal is to have this happen automatically during the engineering change workflow, but I know there were some "issues" which have prevented us from "throwing the switch" yet; like Netsuite won't accept a record if there is a required field (in Netsuite) that is left blank in the import document.

                            • Re: PDM and Automation
                              Ricardo Talbot

                              You may also want to take a close look at Agni Link, which greatly helps automate the transfer of BoMs from CAD/DPM/PLM applications to many ERP systems.  We are currently putting the finishing touch to a NetSuite connector, and are accepting applications for Beta Testers.

                               

                              Hope this helps,

                              Ricardo Talbot
                              Elmo Solutions Inc.