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Tag: SOLIDWORKS Dynamics F&O

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Easy to set up and also comes with advanced functionality to handle complex scenarios.
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Integrate SOLIDWORKS, SOLIDWORKS PDM with Dynamics 365 Finance & Operations using PDMFINOP integration

  • Automatic transfer of data from SOLIDWORKS PDM to Dynamic 365 Finance and Operations
  • Data can be transferred by right click option or by button click or during workflow approval process
  • Both item data and Bill of materials(BOM) data are transferred
  • Automatic tranData can be sent automatically during workflow or on demand using right click menu optionsfer of data from SOLIDWORKS PDM to Dynamic navision or Business Central
  • Functionality to preview Dynamics 365 BOM inside SOLIDWORKS PDM
  • Functionality to preview Dynamics 365 Product details inside SOLIDWORKS PDM
  • Functionality to compare SOLIDWORKS PDM BOM with Dynamics 365 Finance BOM.
  • Functionality to compare SOLIDWORKS PDM BOM with old versions of Dynamics 365 BOM
  • Functionality to create new items using serial number from Dynamics 365 Finance
  • SOLIDWORKS add-in to preview information and do integration activities from inside SOLIDWORKS
  • Supports creation of Purchase orders, Sales orders, Sales quotes, Sales invoices, and Routings directly from SOLIDWORKS PDM or SOLIDWORKS
  • Supports adding file attachments to Items or Products or other Sales or Purchase entities directly from SOLIDWORKS PDM or SOLIDWORKS
  • Supports viewing or updating Customers or Vendors directly from SOLIDWORKS PDM or SOLIDWORKS
  • Preview Dynamics Navision (Dynamics Business Central) item properties inside SOLIDWORKS PDM.
  • Data are seen in real-time ERP data
  • This also helps to identify if an item exists in Dynamics Business Central or Dynamics Navision
  • Item properties that one wants to see in SOLIDWORKS preview can be modified based on the requirement
  • Preview settings can be saved so that one need not adjust the properties one wants to see every time.
  • Preview Dynamics 365 Finance and Operations BOM inside SOLIDWORKS PDM
  • It is possible to preview the old Bill of Materials
  • It is possible to choose configurations also if configurations are being used
  • It is possible to modify what ERP BOM columns one wants to see inside the PDM preview
  • Column settings can be saved for future use
  • Compare Dynamics 365 Finance BOM with SOLIDWORKS PDM BOM
  • It is possible to compare SOLIDWORKS PDM BOM with old ERP BOM if BOM versions are being used
  • The comparison also shows differences in item properties of first level children.
  • This functionality is very useful when one wants to see what changes have been done in SOLIDWORKS PDM  since data has been sent last to ERP
  • Using the PDM2ERP tool it is possible to keep track of data transferred to ERP from PDM
  • It is possible to see how many items have been created or updated during a period of time
  • It is possible to see which user has created or updated how many items during a period of time
  • Exports reports to excel for further analysis
  • Inside the log viewer, it is possible to see old logs for error analysis
  • Inside the process list one can see details of old processes
Click here to schedule a demo.
Easy to set up and also comes with advanced functionality to handle complex scenarios.
Contact Us