This document discusses the setup and configuration process of the PI Client when the Audatex Estimating System (ADXE) is being used by your shop.
In order to install the Pi Client and configure it to integrate with ADXE you will first need to determine which computer(s) it needs to be installed on in your shop. In order to do this, please answer these questions:
Note: The user must have administrative privileges on the machine that the Pi Client is being installed on.
Note 2: If the Pi Client has been previously installed on other computers in your shop then you should uninstall it from those machines except for ones where it is integrating with another Estimatic system other than ADXE. In that case you should disable Audatex integration on those Pi Clients.
If you are unsure which is correct for your shop, please consult your system administrator, IT person, or you can contact Audatex technical support before proceeding - http://www.audatex.us/product.asp?PageID=zTechnical
Version 6.0.8 of ADXE contains a new feature called PartsTrader Export. This feature exports data using the CIECA BMS format, rather than the CIECA EMS format. You will know you are able to use this new feature by logging into ADXE, and looking for the following link:
When using this feature the export files are exported to a standard location, which can’t be changed. When using the Web version of ADXE the files are saved to the user’s local machine. When using the Disconnected (DVD) version of ADXE the files are saved to the machine where ADXE is installed.
Now that we’ve set up the PI Client, we should test that it is sending the data to PartsTrader properly.
In order to support the quoting and ordering process in PartsTrader, the following information is imported by the PI Client:
The standard workflow that will utilise the Export to Estimate function is:
Information is exported for all parts that have pricing information at the time that the Export to Estimate action is performed. The most up-to-date pricing information is exported, so if price X was quoted for a part during the quoting process and the supplier changed the price to Y during the ordering process, then price Y will be exported.
The pricing data that is exported depends on the type of part being supplied:
The following other data is exported from PartsTrader to the Estimatic applications:
Export to Estimate functionality is only available for PartsTrader jobs that meet the following criteria:
In situations where it is available, the Export to Estimate function can be accessed from the following screens:
This is the second step in the Quote Selection process. When the Export to Estimate action link is clicked on this page the selections will be saved and then the data will be exported to the estimate.
There is a limitation in ADXE whereby it will not update or remove any parts on the estimate if they are exported from PartsTrader to ADXE more than once. This means, for example, that if you exported a job from PartsTrader to ADXE after the Quote Selection phase and the supplier changes the price on a part during the ordering phase, then if you export the job to ADXE after the ordering phase the new price will not be reflected in ADXE.
The workarounds for this problem are: