Alias ID

Key Features

 

 

The diagram shows a schematic representation of the process for defining a Cooperation Partner and assigning it to an object.

 
  1. Create a Cooperation Partner
  2. Assign Cooperation Partner to Object via Alias ID in Object mask.
    The Cooperation Partner can be assigned to Items, Documents, Work Order and Work Request.
 
 

Cooperation Partner

Cooperation Partners are created in the module Organization and are identified as Cooperation Partners in the field Code in the Cooperation Partner mask. An overview of all Cooperation Partners is displayed in the mask Cooperation Partners when selecting Start > Organizations > Cooperation Partners. By clicking the button all existing organizations that have an identification for the Cooperation Partner are displayed.

Alternatively, Cooperation Partners can be created in the Company/Department mask when selecting Start > Organizations > Companies/Departments. A Company/Department is identified as a Cooperation Partner by adding a code in the field Code.

It is also possible to add a new Cooperation Partner in the Cooperation Partner list directly.

You can only update an existing Cooperation partner in the Code field if no object is assigned.
You can only delete an existing Cooperation Partner if the Cooperation partner is not referenced to an object.

Having defined a Cooperation Partner, it can be referenced to an item, document or work order/request with the Alias Identification.

 

Alias Identification

An Alias Identification is a mechanism to associate an object with an additional identifier that is used to identify the object in a different context. For the Cooperation Partner the Alias ID consists of the Organization (Cooperation partner), the Alias number (which is usually the item number used by the customer) and the revision of the item as used by the customer.

Reference Cooperation partner to Object

A Cooperation Partner is assigned to an object via the Alias IDs tab in the object mask. The organization and alias number entered in the corresponding fields will be displayed in the object mask when the mask is updated.

Organization Select a Cooperating partner available from the Cooperation partner list.
Alias number Enter the object number used at the cooperation partner.
Revision Enter the revision number used at the cooperation partner.

For the Item Management you have the optional attributes Finish and Color Code.

The Alias information for an object is also displayed in other related masks (e.g. Item -> BOM list). It is possible to Assign multiple Alias Ids and define default cooperation partners to be displayed in the main object mask (Filter Cooperation Partner).

Alias Information for an assigned object cannot be updated in the main header directly. Updates to the Alias Information is only possible in the Alias IDs list, selecting the tab Alias IDs.

Assign Multiple Alias IDs

It is also possible to assign several Cooperation Partners to one object. All Cooperation Partners are assigned and displayed to an object in the Alias ID list (Tab: Alias ID). In this list, you can also define a default partner which is then displayed in the mask header. The default partner is selected via context menu.

 

Filter Cooperation Partner

If you want to define a global default partner which is displayed in the mask header of the object, use the filter function (View > Filter > Cooperation Partner).

The selected Cooperation Partner will be displayed as default in the header of the object mask - also if the default Cooperation Partner for the individual object is different. If you do not want to define a Cooperation Partner globally, select the empty line at the bottom of the selection list.