Organization Specific Configurations
The following sections describe how to configure ERP Connector to work within organizations.
How to configure organization specific ESI workflows
By default the publication of business objects is done using the site specific Release To Manufacturing workflow.
To publish using an organization specific Windchill ESI workflow use the following procedure:
1. Select Organization, and then Utilities.
2. Open the Workflow Template Administration utility.
3. Save the Release to Manufacturing template in the Site context to the Organization context.
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If the template name has been changed to something other than Release To Manufacturing you must modify the ERP Connector preference Workflow Template, found in the Workflow category. This will ensure that the new template, with the proper name, is used during the publication of objects within the organization context.
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How to configure organization specific ESI teams
By default the publication of business objects is done using the site specific ESITeam template.
To publish using an organization specific Windchill ESI team use the following procedure:
1. Select Organization, and then Utilities.
2. Open the Team Administration utility.
3. Save the ESI Team template in the Site context to the Organization context.
4. Add the following required users:
◦ ESI Administrator
◦ Change Admin III
◦ ESI Engineer
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If the template name has been changed to something other than ESI Team you must modify the ERP Connector preference Team, found in the Workflow category. This will ensure that the new template, with the proper name, is used during the publication of objects within the organization context.
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