SOLIDWORKS PDM to SAP Business One Integration

Send

Send to SAP Business One, all levels

Select the assembly in the vault, right-click and choose ERP Integrator > Send to SAP Business One all levels. It reads the data cards and the complete bill of materials from PDM, applies your rules and creates everything in SAP Business One: the items, the bills of materials for the assembly and its sub-assembly, and every line.

• In the demo the file names serve as item numbers; any data card variable can be the key.
• One row per file, with what happened to the item and to its bill of materials lines.

Result in SAP Business One

The bill of materials, line by line

In SAP Business One the bill of materials of the engine assembly lists all eight lines, with the file names as item numbers, the data card descriptions and the quantities: the same structure as in the vault.

Check in the vault

Live SAP Business One data inside PDM

Nobody has to leave the vault to check. The Item Details tab shows the item live from SAP Business One, and the ERP Data tab puts PDM and SAP Business One side by side.

In the demo the cap screw's description has since changed on its data card, so the difference stands out in red, and the tooltip shows both values.

As of a date

Compare the bill of materials as of a date

SAP Business One keeps one current bill of materials, so the vault's structure on the date you pick is compared with today's rows in SAP Business One; the tab says so next to the date.

On 15 July the data cards had no descriptions yet, so every name stands out in red. On a recent date the names match again.

Rules and AI

Your company rules in plain words

Describe a rule in plain words: parts with screw, ring or pin in the data card description are bought, everything else is made. The AI looks up the field in SAP Business One and how to read the data card, asks for your approval before it changes the macro, writes the rule, checks that it compiles and previews the result on the real assembly.

• Preview: the cap screw is set to Buy, everything else to Make.
• Whole words only: a conrod bearing is not taken for a ring.
• Nothing has been saved or sent at that point.

Questions

Ask about the assembly

Asked whether the component quantities of the assembly match SAP Business One, the assistant reads the bill of materials in the vault and the live rows in SAP Business One and answers: all eight components match, quantity for quantity.

Where-used search

Which files use this part, and are they in SAP Business One?

Ask which files in the vault use the connecting rod and which of them exist in SAP Business One: the assistant runs a where-used search in PDM, looks the result up in SAP Business One and answers in one table: the engine assembly, and it is there.

The assistant works with your own key for Claude, OpenAI, Azure OpenAI or a compatible model, with a ChatGPT sign-in, with a coding agent such as Claude or Gemini, or with your own assistant through the MCP connector. Whatever it proposes, nothing is changed until you approve it.