How to Restrict User Access to Update Parts

Normally, a user with permission to update part means he can update all parts in the system. We received many enquiries on this issue, most of which on how to hold this permission, such as let a few users to update a certain part only. Users asked us about when we would add this function, or how much it costs for customized developing. But the truth is: this function has been there for a long time. It is called “Engineering Group User Permission”. In this article, you will read about how to use Engineering Group User Permission to create your private part. Does it sound like something?

1. Enable Engineering Group User Permission

The reason that you’ve never found this “Engineering Group User Permission” is you haven’t enabled it. In “Control Panel – General Setting – Company Setting”, check “Multi-Company Part” and “Use Eng Group User Permission”. Please note that only the first one is checked can you check the second one.

Then open Part Master homepage, you will find a new tag “Multi-Company Part Master”.

In this interface, you can see buttons of Eng Group and Eng Group User.

2. Search and Add Engineering Group

In 2BizBox, there is a default engineering group which is the current company. Click “2Search Eng Group” to see the existing Engineering Group.

This is the main Engineering group, under which you can add Sub Engineering Group. Select the Engineering Group Line, click “Add Sub Eng” and fill in Eng Group ID and Name in the popup window. Click “2Add” to finish.

Now you can see the Sub Engineering Group added.

3. Set Engineering Group for Parts.

After “Multi-Company Part Master” is checked, you can see the Eng Group Option when adding a new part.

Eng Group information also appears in Part Master Properties.

The default Eng Group of a part is the main Engineering Group SER001. To change the Eng Group, click picker to choose a new one.

Now the Eng Group of this part is changed.

Now let’s see how to allow certain parts to be updated by certain employees. Suppose we have 7 Parts as follow:

Since parts that start with P are being designed and tested, we would like to allow the Engineering Department to update them only. So we set the P Parts into the Engineering Group SER001.SER002 which we’ve created just now.

4. Add Engineering Group User.

We’ve set P parts for Engineering Group SER001.SER002, and there left the final step: add users into this group to allow these users to update parts in Group SER001.SER002.

First, click “2Search Eng Group User” to see the current status of group users.

This totally blank list tells us that not any user is in any Eng Group now, and that means no one can update any part because the part has its own Eng Group.

In this situation, if you try to update a part, you will see the failure notice.

Now let’s add the Eng Group User. Click “2Add Eng Group User”,

Choose Eng Group and Employee ID:

E.g. we choose employee Mike Bailey to Eng Group SER001.SER002 and click “2Update”:

Search Eng Group User again:

Now the employee Mike Bailey can update all parts in SER001.SER002 Engineering Group.

Can ERP Manage Drawings? 2BizBox Achieves It!

Today I would like to introduce the Drawing Management in 2BizBox.

2BizBox ERP seems to be the only ERP Software that is able to manage Drawings. In the Engineering Box of 2BizBox, you might have found two types of Drawings addable: Manufacturing Drawing (hereinafter referred as MFG Drawing) and Engineering Drawing (hereinafter referred as ENG Drawing). So what is the difference between them?

Let’s talk from the manufacturing enterprises. If you’ve worked in some manufacturing enterprises, you must understand that the original drawings are the most confidential document, just as important as the source code to a software company. The original drawing is detailed in all design information of the part’s size, material, components, etc. They exist in format of AutoCAD DWG or other software like Solidworks. In 2BizBox, we call these original drawings as ENG Drawings.

Another type of Drawing is derived from ENG Drawing, but much more simplified, and mostly used in commercial communication or manufacturing, e.g. assembly drawings for workshop or customers and vendors. These drawings only contain the most basic information for installation and their format also changes to DWF, PDF or even image. We call these drawings MFG Drawings. Generally, MFG Drawings are readable but not editable.

Now let’s come back to 2BizBox. 2BizBox, each part can have multiple MFG or ENG Drawings. What is more, as the part’s design improves, each revision can match a MFG and ENG Drawing. Considered about the globalization, we especially allow you to upload drawings in different languages.

Here is a very simple manual for adding drawings.

First you need to set an uploading path for drawings:

Then in Engineering Box – Drawing, you can see the uploading options (MFG or ENG, Single or Batch) :

The uploading process is not complicated, but you have to pay attention to the rule of naming Drawings.

Batch Upload is a bit complex, so we write a simple explanation on how to do it.

First, choose a folder which contains another folder named after part type. Put all uploading files into this “another folder”. Pay attention to the file name rule.

Tip: If the part type name has “/”, you can write “%2F” instead.

For example, we want to upload drawings for three parts as follow:

So we establish a folder named “PART” and name the drawings as follow:

Put this folder “PART” under any dictionary. Click “Batch Upload MFG Drawing” and choose the folder “batch upload”:

Click “Start Upload”:

Drawing Management is not as simple ad uploading it to FTP. When you need to revise a part, you should create an ECN and accordingly, the Drawing need to be revised and uploaded again.

Finally, don’t forget security! Who has the right to upload and download drawings? Set it in security box. 

To know more about 2BizBox Security Settings, you can read the following articles:

Understanding Relationship Among “Permission”,“Role”&“User” in 2BizBox ERP

Impregnable Security Strategy for 2BizBox ERP 

CG Box Manual Part Five - Equipment & Distrbutor Customer

1. Equipment

After the sales order is shipped, we can add the sold part as the customer’s equipment so that the customer can easily look up it in CG Box.

Click “2Add Customer Equipment in CG”, input SO #, Item Number and quantity. The quantity must be less than the shipped quantity:

In update GUI, the Customer ID is automatically matched to the SO:

After the equipment is added, CG User A025 is able to look up this part in “my Equipment”:

2. Distributer CG User

Finally let take a look at the CG Box when set CG User as distributer. Basically it is the same as before when we set CG User as distributer, except the GUI. In Distributer CG User GUI:

As you see, instead of tree menu, Distributer CG User GUI is operated by 5 dropdown menus which are: Part, RFQ, Quote, SO and CSR. Compare with Customer CG User GUI, we remove the “My Equipment” function.

We list the dropdown menus of each function as follow.

Part: Search Parts.

RFQ: Need Quoted RFQ & Quoted RFQ.

Quote: Quotes Not Pasted Due.

SO: search SO.

 

CSR: Male CSR & Search CSR. 

CG Box Manual Part Four - Customer Service Request & Incident

CSR (Customer Service Request) is sent by CG User through online CG Box to 2BizBox to require service. CSI (Customer Service Incident) is created by 2BizBox User to response to CG User’s CSR.

1. Customer Service Request

1.1 Set CSR Email Address

First we need an email address to receive the request. In 2BizBox Control Panel – Company Settings, we set the email as: gloria.zhang@servasoft.com

Also we need to set the mail server.

Now CG User can send customer service requests.

1.2 Add a Customer Service Request

Suppose we’ve made a sales order S1200007 and the parts have arrived to customer. There are some problems with one part, so customer A025 decides to make a customer service request.

Click “Make Customer Service Request”, fill in all the required contents and submit.

A confirmation message shows the request is sent.

1.3 Look up Customer Service Request

i Look up CSR in CG Box

When a CSR is sent, it is saved in “My Customer Service Request”. Click to check:

ii Look up CSR by Email.

After the CSR is sent through CG Box, the pre-set email will receive an email remind:

Pay attention to the address column:

This email is sent by address we set in mail server and sent to address we set as CSR email. Also the email is cc to the CSR requester. 

iii Look up CSR in 2BizBox.

Now we can look up the CSR in 2BizBox. Under catalog “Sales Box – Sales Order – CG”:

Click “2Search Pending Customer Service Request” to find the new CSR.

The CSR detail is as follow. You can click “update” button to revise its status and other information.

At the same time, we can create a CSI (Customer Service Incident) to response this CSR in “Customer Service Box – Customer Service Incident”.

2. Customer Service Incident.

2.1 Add Customer Service Incident

Click “2Add Incident” under “Customer Service Box – Customer Service Incident”:

Fill in the detail information according to the CSR:

 CSI Detail:

After the CSI is created, CG User can click “Customer Service Incident” to look up the CSI and check the CSR process.

2.2 Related CSI to CSR

The CSI can be related to CSR as follow: