Odoo ERP Integration Export Profile

Profile name	Specifies the name of the export profile.
Profile type	Specifies the type of the export profile. Select the profile type based on the purpose of the structure export the selected profile is about to be used for. For exporting the model structure into the Odoo ERP system, select the Odoo ERP Integration option. If a special export profile type for your structure export needs, does not exist in options available in the Profile type box, select the <XSL / Script> option.
Allow using in SOLIDWORKS PDM	Select this option to allow usage of the selected Export Profile, with the SOLIDWORKS PDM integration. This option is not selectable in an environment that does not support the option. However in case that the type of your selected Export Profile just does not support the Allow using in SOLIDWORKS PDM option, you receive an error message while attempting to exit the Export Profile dialog box.
	This button is disabled when configuring Export Profile used for the Odoo ERP export.
Output path	Specifies the destination path and the desired file name. > menu contains pre-defined attributes that you can use to generate dynamic output path and filename.
XSL style sheet	Defines the content structure of the exported document data.
Browse	Browse for the XSL Stylesheet file (.xsl, .xslt) used as the XSL style sheet of the Export Profile. The XSL style sheet may not be needed if the export profile's functionality is controlled by a CUSTOMTOOLS script add-in.
Configurations to export	Select the desired method to process configurations of the models included in your structure to export.
Language	Specifies the content language for the output file.

Top level only	Process only the documents in the top level of an assembly.
Parts only	Process only the part documents of the assemblies.
Indented assemblies	Processes all documents which belongs to the same entity.
Accumulate quantities	Select this option to calculate the part quantities to the output file based on the most top level document of the assembly structure. *Example:* An assembly have two sub-assemblies and both of the sub-assemblies have two parts. When the Accumulate quantities option is selected, the output file show that the structure have one main assembly, two sub-assemblies, and four parts. In same case when the Accumulate quantities option is not selected, the output file show that the structure have one main assembly, two sub-assemblies, and two parts.
Include drawings	Select this option to process drawings related to the models in file conversions executed on the structure export.
Include weldment cut list items	Include the cut list items associated to the weldment components into the Export by selecting this option.
Detailed cut list	Select this option while you also have the Include weldment cut list items option selected to include the weldments' individual structural members on the Export too.
Include sheet metal cut list items	Cut list items of the sheet metal parts are included in the Export while you have this option selected.
Include solid body cut list items	Include the cut list items of your solid body components into the Export by selecting this option.

Select the desired file conversion rules that you want to be executed against the selected model structure during the structure export.

Display configurations of parts as separate items	Separates the different configurations of the document to an individual items.
Display configurations of parts as one item	Parts appears as one no matter how many configuration they has.

Always show components of subassemblies ignoring the “Child component display when used as a subassembly” setting	Select this option to ignore selection of the Child component display when used as a subassembly options in Properties of the SOLIDWORKS assembly configurations. While you have this option selected, all supported components of the subassemblies are always included in the CUSTOMTOOLS structure export.
Use part’s preview image for cut-list items	Select this option to ignore the Cut-List Item specific preview image and replace it with the actual component's preview image in the output Excel Report.
User property scopes to be exported	Select the desired user defined Property scopes to be exported on the structure export.
Open output file(s) once completed	Select this option to open the output files of the structure export with the system's default program assigned for the output file type.

The following attributes are available for the dynamic output path and filename generation in the Export Profiles:

Browse for folder. Opens a folder browser that you can use to manually select the desired target path for the output files.
Model Properties. Retrieve a value of the desired model property into the filename.
Source Filename. Retrieves the filename from the source document and inserts it to the output filename.
Source Path. Retrieves the source document path and includes it to the target filename.
When for example an assembly have some virtual components included, the Source Path attribute consider the parent model's path also as the source path for the virtual components. Because of that, the virtual components are converted into the folder where their parent documents are located at.
Source Configuration. Inserts the name of the model configuration into the name of the output file.
CUSTOMTOOLS Username. Inserts the username of the CUSTOMTOOLS user currently logged in, into the output path or filename.
Windows Username. Inserts the username of the Windows user currently logged in, into the output path or filename.
Time. Inserts the current system time into the filename of the output file.
Date. Inserts the current system date into the filename of the output file.

Active/Referenced Configuration	Include only the active/referenced configuration of the model in the export. Using this option lets you to ignore the model configurations obsolete for the exported structure. Ignoring the obsolete configurations would save a bit your time while exporting your model structures into another information systems like ERP or PDM but, it also helps you to optimize the structures imported to the external system as the model configurations are not included in structures they does not belong to.
All Configurations	Include all configurations of the models exported, in the process output.
All Top Level Configurations	Include only main level of the model configurations from the source documents, in the process output. Using this option, the child configurations of the model configurations like for example the derived configurations are ignored in the export.

CUSTOMTOOLS Export Profile could work in association to a CUSTOMTOOLS script add-in. CUSTOMTOOLS script add-ins are maintained using the Manage Scripts feature located in the CUSTOMTOOLS Administration. The script add-ins are very flexible and they could be fully customized based on your needs.

NOTE: CUSTOMTOOLS script add-ins are always implemented by the customer's separate order. For that reason, some extra costs may apply. Please contact the CUSTOMTOOLS Sales Team for the further information.

Odoo ERP Integration Export Profile

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