There is a necessity to integrate the data from ERP with the materials lists that are generated by QC in an automatic way. To make the process quicker and more automated, you can create an export structure, and save it as a template so you can use and integrate information with ERP in order to diminish the time taken up by this process.
Basically, the items that compose the materials list are the ones that need to be present in the list that is to be exported and integrated to ERP. They are:
- Property values
- Information order
And some additional options:
- Export format
- File location
- Access the Project tab and click Export
- Define, under Data, the kind of information that is to be shared in this export list (‘Wires’, ‘Components’, ‘Wires and components’ are some of the options)
- Define the properties that are to be listed.
If you’d like to find the properties that are already set up in the QC, you can open the dictionary of custom properties.
- Click on Advanced
At this point, you will be able to set up filters for the properties to be exported
- Select the properties you want to include in the export list
- Click Ok and then Export
Know more about how to customise your export list, setting up the property fields in: Setting up properties in lists that can be integrated with ERP