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.
• Previously created customer or supplier.
• Access to the Management > Item definition (IT011) menu.
• 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.

Conclusion

With the association finished, it is now possible to identify the relationship between consumption and production of a given customer/supplier.