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Different Default Planner ID for Manufactured Parts and Purchased Parts

  • 6 October 2022
  • 4 replies
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Userlevel 3
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I have a user that is requesting that the default planner ID from ENG Part be set to one user for manufactured parts and a different user for purchased parts.  The only place I know to set this is on the Sites Per User screen under Default Planner ID.

Is there a way to have two based on the type of part?

 

TIA

Cindy

 

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Best answer by MikeCH 7 October 2022, 13:39

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Userlevel 7
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Aside from what you mentioned, you would have to create a custom event to update the planner as part of the transfer template after adding a custom field containing that information.  We may end up doing the same, but haven’t implemented it yet.

Userlevel 4
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The request is not possible in the standard. But it can be configured via the solution as described by @ShawnBerk

Create the corresponding column in the mask Engineering Transfer Site Role…

...and then have the field value inserted here, for example, via an event/workflow:

 

I hope this helps to clarify once again.

Userlevel 3
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@mike.brukner is this a solution for a single user or would it be all users in a site?

Userlevel 4
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@chajash, this configuration can then be used by all users. What exactly is to happen with the saved purchasing user during the transfer must then be defined in the event/workflow.

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