IFConneX for MS Dynamics NAV

PTC Windchill® – MS Dynamics NAV Interface

The PTC Windchill® - MS Dynamics NAV interface links PTC Windchill® with the ERP system MS Dynamics NAV. It is easy to use and integrates seamlessly into the construction process of the design engineer. With its help, NAV objects like article master, bill of materials and other business data can be generated in NAV and synchronized automatically with a single click. The release and change processes can be designed across systems.

IFConneX for NAV can also be used for Pro/INTRALINK. PTC's Pro/INTRALINK is technically also based on PTC Windchill®. However, its functionality is mainly limited to CAD data management functions. In this case, the interface is based on CAD data but it can essentially generate and synchronize the same NAV objects, e. g. article master and bill of materials. The release and change processes across systems can also be supported.


Features


Functions

Article Master

The design engineer defines the parts that are necessary for the product. As soon as a part needs to be purchased or produced, an article master is created in MS Dynamics NAV. The interface makes it possible to create an article master with one single click. The CAD part is marked with the article number. Thus, a clear reference between the CAD part and the article master in NAV is established. If a CAD part needs to be changed, the change of the article master in NAV can be updated automatically or with a few clicks. 

Bill of Materials

The engineering bill of materials is defined by the CAD structure. PTC Windchill® automatically creates the corresponding parts structure by deriving it from the CAD structure. Using IFConneX for NAV you can either use the CAD structure or the parts structure derived from PTC Windchill® to directly extract the bill of materials for NAV and put it into the system. If the structure changes, the change can be transmitted to the bill of materials in NAV automatically. If required, the user can have a preview of the bill of materials in NAV and its changes in the parts list browser of the interface before he or she transmits them to the NAV system.

Structure Browser

In order to make the selection easy, the interface IFConneX has a browser that is embedded in PTC Windchill®. The browser enables the user to select and navigate in the product structure. The parts that need to be linked are displayed. They are validated before they are shown in the interface browser. The browser shows the result of the validation including all error messages. This ensures that the data transmitted to NAV fulfills the data quality requirements. 

Release Process

After completion of engineering and after generating and updating the master data in NAV using the interface, the design engineer can release the product structure with all the described documents. The NAV interface makes sure that the NAV master data generated in NAV is synchronized with the data that needs to be released in PTC Windchill®. The article status shows the NAV user that the engineering data for the article master is released.

Change Process

Changes are requested via change requests in PTC Windchill®. After the change request has been approved, a change message is created in PTC Windchill®.

As soon as the design engineer has made all the changes, all the master data are changed in NAV with reference to the change number either automatically or via IFConneX. As soon as the changes are released in PTC Windchill®, the status of the article master is set to "engineering release" in NAV so that the NAV user can continue working.

Special Functions of the NAV Interface

The standard functions are configurable. Since the functions and attributes of the NAV systems can vary depending on the provider, we have created the possibility to initialize the NAV attributes in the configuration. 

The interface was designed in a manner that internal trigger functions can still be used. Thus, the logic of generating and changing the article master and the material master is maintained.

If the NAV user has a light user, he or she can easily and quickly visualize the drawings in PTC Windchill® by setting a suitable URL to the viewing data in Windchill.

Using the module SIS in combination with the Release Engine, the user can make changes in the linked article masters in NAV and send them to the corresponding PTC Windchill® object. Thus, a status change of the article master can result in a change of the life cycle in the WTPart or CAD model.

You can find a detailed list of the functions and features of our interface in the product brochure for the PTC Windchill® - MS Dynamics NAV interface IFConneX.