Associating a customer/supplier with a SoftExpert PDM item
Prerequisites
- Access to the File > Customer (CT001) menu if you wish to associate a customer.
- Access to the File > Supplier (SL001) menu if you wish to associate a supplier.
- Access to the Management > Item definition (IT011) menu.
- Previously created customer or supplier.
- Previously created item.
Introduction
Associating a customer (SoftExpert Customer) with SoftExpert PDM items allows you to determine which items are produced for said customer or consumed by them.
Associating a supplier (SoftExpert Supplier) allows for defining which items come from which supplier.
Associating a customer/supplier with an item
1. Access the Management > Item definition (IT011) menu.
2. Select the desired item.
3. Click on the button.
4. Click on Companies and select Customers/Suppliers.
5. Click on the button.
6. In the Customer/Supplier field, select the customer you want to associate.
7. Enter further details related to the record of this association.
8. Once done, click on Save and exit.
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The associations established in SoftExpert PDM can be viewed on the data screen of the associated customers/suppliers, from the Association > PDM tab.
Conclusion
With the association finished, it is now possible to identify the relationship between consumption and production of a given customer/supplier.