ERP and Vault Professional

ERP (Engineering Resource Procurement) systems track a bill of materials (BOM) after it has been released to manufacturing. ERP systems track information on all purchased materials.

Vault Professional bridges the gap between tracking CAD design development and ERP management tools. The integration of an ERP system into Vault Professional allows item and BOM information to be exchanged between Autodesk Vault Professional and other products.

ERP tasks are performed within the item master:

Export to ERP exports one or more items to an ERP system.
Save As ERP saves one or more items from Vault Professional to a local computer.
Import from ERP imports a .dwf file from an ERP system into Vault Professional. Items that reside within an ERP system can be exported as a .dwf and then imported as an item into Vault Professional. The Import from ERP Wizard resolves conflicts that might occur during the import item process.

The focus of Vault Professional on the design data and the focus of ERP on financial and inventory data allows data for the manufacturing process within a specialized system to be managed and also keeps the ERP system accurate and up-to-date.

Rules

Only users with assigned the ERP Integrator role can perform ERP tasks.

The export is only allowed for items in a released or obsolete state.

NoteAn assembly cannot be released if any children cannot be released.

An item must be in a released or obsolete state to export or save to an ERP system. Only ERP Managers and Administrators can perform ERP tasks.

Save an Item as an ERP

Right-click an item in the item master.
Select Save as ERP from the context menu.
In the Save as dialog box, enter a name. The Item must be saved as a .dwf file.
The Successful dialog displays the path where the .dwf is saved.
The .dwf file can be sent to ERP users through e-mail, FTP, or using any other form of electronic communication.

Export an Item as an ERP

Right-click an item in the item master.
Select Export as ERP from the context menu.
The Successful dialog indicates that .dwf is exported successfully.
NoteThe item is exported as a .dwf to the designated queue on the ERP server. There is no automatic notification to the user. You must notify the ERP user that items have been exported to the ERP server.