Prerequisites

• Access to the File > Customer (CT001) menu.
• Access to the Supplier (SL016) menu.
• 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 for defining the items that will be produced or consumed by said customer.

By associating a supplier (SoftExpert Supplier), it is possible to define the items that it provides.

See how to associate customers or suppliers with items below:

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 done, it is now possible to identify the relationship between consumption and production referring to a given customer or supplier.