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Associating objects with the customer

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▪The objects that may be associated directly through SE Customer are assets (SE Asset) and indicators (SE Performance).

▪Other objects will only be available for viewing, as the association is performed through their respective components.

 

To associate SE Suite objects with a customer, first, access the "File Customer" menu, select the record in the list of customers, and click on the button.

At this point, click on the Associations section and select the tab of the desired object:

 

Asset

This integration allows the user to view which assets are associated with the customer or to associate them directly through this tab. If necessary, the user may also create an asset directly through this screen. See the steps below:

 

Associating assets with the customer:

1.Click on the Associate button on the right side of the record screen.

 

2.Type the name of the asset in the "Object" field.

 

3.Then, select the desired assets and click on the button.

 

4.The data of each selected asset will be displayed in the list of records.

 

Creating a new asset:

1.Click on the Create button.

 

2.On the selection screen, select a type to classify the asset being created. Use the filter to facilitate searching for the desired type and select it.

 

3.Next, click on the Save option.

 

4.At this point, the asset data screen will be displayed. In it, enter the asset identification data, as well as the mandatory information for the completion.

 

5.To finish, save the record. The data of the recently created asset will be associated with the respective customer.

 

 

If necessary, refer to the SE Asset documentation for details on how to create a new asset.

 

 

Indicator

Allows associating the SE Performance indicators with the customer. To perform this association, execute the following steps:

 

1.First, type the indicator name in the object field.

 

2.Then, select the desired records and click on the button.

 

3.The data of each selected indicator will be displayed in the list of records.

 

 

There are two buttons on the upper right corner of each associated indicator:

▪The first button opens the indicator data screen for viewing;

▪The second button disassociates the customer record.

 

The data of the following objects will be available for viewing directly through SE Customer, but they can only be associated through the respective solution. See further details below:

 

APQP

It is possible to view the SE APQP/PPAP activities associated with the customer. This association is performed through the APQP data screen, in the respective component (APQP/PPAP Management APQP/PPAP planning - AP004).

 

Audit

All 2nd party audits (in customer) associated with this supplier will be displayed. This association is performed through the audit data screen, in the respective component (Audit Management Planning - AU009).

 

FMEA

All FMEAs associated with the respective customer will be displayed in this list. This feature allows the user to view the structure data of the FMEAs displayed on this list in a faster way.  

The association of FMEAs with the customer is performed through the SE FMEA component, in the Management FMEA menu.

 

PDM

All items associated with the respective customer will be displayed in this list. This association is performed through the item data screen on the PDM Management Item definition (IT011) menu, in the Companies Customer section.

 

Survey

It is possible to view the surveys (SE Survey) answered by the customer. With this feature, the user will be able to view the data of the last response of the customer, as well as the history of responses executed in SoftExpert Survey.

 

Related links:

▪Planning an APQP/PPAP

▪Creating new assets

▪Editing audit data

▪Creating FMEAs

▪Editing supplies

▪Editing items (SE PDM)