SolidWorks vs. PDM Integration: A Comprehensive Guide

 In CADLink, Featured, PLMSync

When it comes to integrating engineering software with ERP systems, understanding the differences between SolidWorks and PDM/PLM integrations is crucial.

In this post, We will delve into the key distinctions between SolidWorks and SolidWorks PDM Professional integrations, highlighting their respective advantages and considerations.

SolidWorks CADLink Integration

Overview

SolidWorks CADLink requires SolidWorks to be installed on the user’s machine. This integration retrieves Bill of Material (BOM) data directly from the open model, analyzing the BOM tree to extract details such as structure, active part configuration, and quantities. The part information is taken directly from each component’s custom or configuration-specific properties.  

How It Works

To launch CADLink, navigate to the tool menu in SolidWorks and initiate the process. CADLink then compares the SolidWorks data with the ERP system. CADLink is a bi-directional tool that allows seamless updates to SolidWorks custom or configuration properties. To activate this functionality, ensure the file is not in a read-only state. 

Advantages and Considerations

Advantages
  • User Expertise: Operated by users familiar with the SolidWorks model, BOM structure, and part configurations ensuring accuracy and efficiency.
  • Expedited Processes: Bypasses the need for PDM workflow, speeding up BOM release into the ERP system.
  • Data Synchronization:  If you have SolidWorks PDM Standard, there is no need for an upgrade – CADLink integrates directly with the Solidworks model.
Considerations
  • Control and Standardization: CAD-level control is more effective in environments where frequent, on-the-fly changes are required.
  • ERP Data Familiarity: The CADLink users focus on the engineering data, design, and structure while relying on automation to populate the non-engineering, ERP-specific data.
  • Process: Centralizing the process within engineering ensures that only thoroughly reviewed and approved data reaches downstream departments, enhancing data integrity and minimizing errors in ERP.

SolidWorks PDM Professional PLMSync Integration

Overview

PLMSync does not require SolidWorks on the user’s machine but does need a contributor or editor SolidWorks PDM Professional license. Instead of looking at the SolidWorks model, PLMSync will be grabbing the information directly from the SolidWorks PDM side. The BOM information will be located in the BOM tab along with the configuration of each component and the quantity of the components on the BOM. The part information can be located on the BOM tab as well or on the Datacard. 

How It Works

To launch PLMSync, right-click on the desired assembly or part in PDM and select “Run PLMSync”. PLMSync then compares PDM data with the ERP system. It automatically checks out relevant parts upon launch and checks them back in after saving.

Advantages and Considerations

Advantages
  • Structured Workflow: Ensures only the latest, approved BOMs are populated into the ERP system.
  • Versatility: Supports multiple CAD file types within PDM, including SolidWorks, Excel, and PDF files.
  • Streamlined Accessibility: No need for CAD licenses to initiate CADLink within PDM.
Considerations
  • Control and Standardization: Utilizes the logged-in PDM user permissions to control who can modify data and at what PDM file state.
  • Process: Adheres to a strict PDM workflow, allowing changes only after engineering approval is granted.
  • Accessibility: This allows other departments like operations, manufacturing, or data clerks to be responsible for the PLMSync process. This frees up valuable time for engineers to focus on core design and innovation work.

Conclusion

This guide has explored the distinctions between SolidWorks and SolidWorks PDM integrations, highlighting their respective benefits and drawbacks. For further inquiries or to schedule a demo, reach out via the link in the description or visit our website.

QBuild products, including CADLink and PLMSync, can significantly enhance your company’s efficiency and productivity. For more updates, visit our website or follow us on LinkedIn.

Contact QBuild Software to book a discovery call today.

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