This manual demonstrates how to share your part information
with another company. By “share” we mean that another company is able to import
the part information from your common server. Shared information includes the
part’s revision, language descriptions, BOM, NCR, and MFG drawings. It needs a
separate task to accomplish drawing sharing. Usually “share” is from the mother
company to its children companies. When the mother company makes change to the
shared parts and drawings, the children companies will also received the
changes.
In this manual you will see how the company “SERVA SOFTWARE
LLC” exports the part “Z01-01-001” so that the company “2BIZBOX
LLC” could import the part. Two functions are involved in this manual: “Engineering
Sharing Control” in Engineering Box and “Scheduler Management” in Control
Panel.
1. Add
Engineering Sharing
1.1 Share by rule
Before exporting the part, SERVA SOFTWARE LLC creates an
Engineering Sharing company for 2BBIZBOX LLC first. In “Engineering Box – Part
Master – Engineering Sharing Control”, click “Add Engineering Sharing”:
The “Company ID” and “Company Name” doesn’t relate with the
Address Book. Effective and expiry date means during which period you want to share
the part. Then click “Add” to update Engineering Sharing:
Fill in required information. We provide three “Sharing Rules”
to indicate which parts to share:
1. Part start letters (or numbers). E.g. by input “P” in the
textbox means to share all parts start with “P”;
2. Click picker. In the pop up Pick Part
Window, select parts you want to share.
3. Share parts in an Engineering Group.
It requires enabling “Multi-Company Part” in control panel and setting up
engineering group.
Click “Update” to finish setting
sharing part and return to Engineering Sharing UI. Click “Sharing Parts under
Rule” to see the shared parts:
1.2 Share manually
Also you can click “Sharing Parts
Manually - 2Add” to add parts manually. This is the fourth method to add shared
parts.
Select start part # and end part # in part list, click ‘2Add”. Check Parts
you need, or check “Part #” to select all.
If you check “2Add from BOM”and select the BOM #, click “2Add”.You can add
all parts under the BOM.
2. Add “Export Eng Share Part” Schedule Task
2BizBox realizes part sharing by
scheduling timed exporting and importing tasks in “Scheduler Management”. In
“Control Panel – Scheduler”, click “Schedule Management”:
This is a blank task list, so we click “Add” to add a new
task:
Explanations on adding a task:
Name
|
Task name, here we choose “export eng
share part” through dropdown menu.
|
Description
|
Automatically filled along with task
name.
|
Time Range
|
Define the task time and frequency,
e.g. we set “weekly, on Monday”.
|
Scheduler Run Time
|
Define when to run the task. Choose
time “Hour” and “Min” and click “+” to add time.
|
Start Date & End Date
|
Task period, normally set the same as
sharing period
|
Parameters Format
|
Default setting
|
|
|
This is the most important setting.
First, click picker to open the parameters setting window. Choose Address ID
added in Engineering Sharing and then set a path to export the part
information. (See Image below)
|
Copy Email To/Report Exception To
|
Email address to send task reports
|
Send Notice
|
Choose users to send notice through
2BizBox
|
|
|
If the task fails, how many times to
retry the task and how many minutes to wait before the next try
|
Comments
|
Any comments you want to add to this
task
|
After adding the required task information,
click “2Add” and return to “Scheduler Management”. In this way, a scheduler task
is created. 2BizBox will run the export task on setting time.
Till now, SERVA SOFTWARE LLC has
finished setting for sharing the part “Z01-01-001”.
3. Add “Import Eng Share Part”
To get the sharing part information, 2BIZBOX
LLC need to schedule a task to import the part. In “Schedule Management”, 2BIZBOX
LLC adds a task “Import Eng Share Part”:
Fill in task information as showed in Step 2. Make sure the
import time is a bit later than export time, so as to keep the latest updates.
Also, import path should be same as export path in parameters
setting.
Then click “Add” to create a new import
task.
Till now, 2BIZBOX LLC is able to get part information from
SERVA SOFTWARE on schedule.
4. Run Scheduler for Test
Click “detail” at the end of the task line, you can check
the task detail information and test the task by clicking “Run Scheduler”:
First, SERVA SOFTWARE LLC runs the export task.
After system shows the operation is
finished, go to check the export path and you will see the exported part information
documents.
At the same time, a task notice will be
sent out if you’ve set notice email and receiver.
Then, 2BIZBOX LLC runs the import task. Related email
address and receiver will receive the task notice. After the operation is
finished, we found that the part “Z01-01-001” appears in part list.
Click the Part #, a notice of Part import log will pop up:
Click “Detail” to “Review” or “Review All”:
You can review logs with the same part together:
Not only in part detail, this notice of new import log will
appear in all orders related to the part, e.g. an open work order, sales order,
purchase order, etc.
On Scheduler Management page, 2BizBox also allows you to
search the scheduler task log. Set the searching period, task name and click
“2Search Scheduler Task Log”:
The engineering staff must search this log regularly to
make sure not missing any new imports information and review them on
time.
