Overview
Client Integration is a feature within AMFG that allows you to connect with other users of our software. You can then provide your partners with a special access key so that they can order parts from you directly from their Part Preparation page.
External Production Center
External production centers are used to outsource production to other AMFG users.
Precondition
Your partner’s application which will be used as an External Production Center should set for you a new customer record in the Customers page.
The order that will be processed via an external center will have a delivery and billing address based on the created customer record (also, there is an option to make visible the original delivery and billing address of the customer who associates with an order which is described in the Supplier ship to the section below)
At least one Quotation Form must be applied to "Client Integration"
Quotation Form for client integration should have the following defined fields:
Technology (Mandatory)
Machine (Mandatory)
Material (Mandatory)
Services (Mandatory)
Color (Optional)
Be sure you have the same Local currency in Settings -> Localisation page for both Production Center and Connected Client.
Machines, Materials, and Services that are used for client integration should be linked in Settings -> Production Parameters.
Connecting Client
External Production Center can be added in Settings -> Client Integration page.
Your partner should select your contact and generate an integration key. The delivery and billing address for the upcoming orders that will be passed to the external production center will display the delivery and billing address based on the selected contact data.
The generated key should be sent to the Connected Client (in any convenient way).
After the connected client receives the key, the external production center can be created in the Production Center tab -> Add Production Center.
Fill in the following information:
Production center name
Name the production center.
Integration key
Paste the integration key that you received from your partner.
Supplier ship to
Ship to me original customer: the order that will be created in the partner’s application will have the delivery address from the original customer.
Ship to me: the order that will be created in the partner’s application will have delivery address information that belongs to the connected client.
Supplier ship to
Original customer billing info: the order that will be created in the partner’s application will have the billing address from the original customer.
My billing info: the order that will be created in the partner’s application will have billing address information that belongs to the connected client.
Order creation (Ticket Overview)
The order can be sent to production by using partner resources on the Ticket Overview page:
The created project will be displayed on the Project Overview page for each application (both for the Production Center and Connected Client).
Note:
The parts of the order will be also displayed in the Production module (Create a build page) in the external production center.
Order creation (Project Overview)
Updating the price for the order will also update the price in the connected client application.
Note:
Updating part status of the project is possible only on the External production center's side.
As soon as the part status is updated on the External production center side, the updated part status will be displayed for both Connected client and External production center applications.
Automated Supplier Integration
One of the new features is to apply the workflow automated rules for client integration.
The flow is the same as we already have for Workflow Automation rules.
The connected client can send the orders to the external production center automatically based on specific conditions that can be set.
For example, the order will be automatically sent to the production center based on the specifically selected technology and material.
How to create linked services and materials:
Both connected AMFG consoles need to choose Services and Materials in production parameters that are “linked” in order to outsource production. A production job with certain services and materials can only be outsourced to a connected partner if both AMFG consoles have chosen the same linked Services and Materials.
How to create a linked Service:
In Production Parameters -> Create Service -> Choose from a Service from the dropdown Menu. The connected partner needs to add the same Service from the dropdown menu in order to receive jobs that include that Service.
Note: Custom inputs are not “linked” Services!
How to create a linked Material:
In Production Parameters -> Add Material to a Machine -> Choose a material from the AMFG database -> Select a supplier and material from the dropdown menu.
Note: If you click on “Can’t find my material?” and add a material manually - this is not a linked material. The connected client needs to add the same “linked” material to send a job with that material.What to do if my material doesn’t exist in the provided list?
Add a random material from the dropdown menu in your AMFG console and the same material on the connected AMFG console.
Open the material and change the name and material properties according to the actual material you want to offer. This needs to be done on both AMFG consoles.