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Different Default Planner ID for Manufactured Parts and Purchased Parts

  • October 6, 2022
  • 4 replies
  • 115 views

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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

 

Best answer by MikeCH

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.

4 replies

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  • Superhero (Customer)
  • 1482 replies
  • October 6, 2022

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.


MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 166 replies
  • Answer
  • October 7, 2022

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.


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  • Author
  • Hero (Customer)
  • 63 replies
  • October 7, 2022

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


MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 166 replies
  • October 7, 2022

@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.