PDM Gateway in import mode offers the updating of PDM data cards with information from the ERP.

The import file must respect the format described in the attached paragraph. 


The next screen allows you to set the variables concerned by this update.


 


Option Configuration to be modified

You can choose to update all document configurations, or to process the configuration defined in the import file.


Option Modification type

Apply to all configurations: Check this option if the update concerns all configurations of the document (case of a material code for example).


Modification of PDM variables

  • Modification with release :

The document is extracted, updated and archived.

The properties associated with PDM variables are updated.

However, the document must be archived before it is updated.

    • Replace newer version when archiving

       This option only works in SOLIDWORKS PDM 2017 and allows you to overwrite the latest version of the file when archiving.


  • Modification without taking a version :

The change is made directly in the database.

The document can be extracted.

The properties associated with PDM variables are not updated.

Beforehand, it is necessary to inform SQL database connection information.


Variable Matching

The table lists the variables to be updated.

Each variable is defined by the name declared in the import file, and the corresponding PDM variable.