CAD-automatisering
Tilbud godkendt kl. 16. Produktion venter stadig på at engineering åbner skabelonen. Mercura kører parametriske CAD-jobs fra config-regler ved ordrebekræftelse og router undtagelser til review.
CAD automation · on order
Approved configuration → parametric CAD job
Approved configuration
Extraction Hood H-440
Q-10482 · CFG-7731
- Hood face width1800 mm
- Duct diameter315 mm
- Duct run length6 m
- Material gauge1.5 mm
- Filter moduleF2
ORDER CONFIRMED
waitingQuote accepted · Q-10482
CAD JOB QUEUED
#CAD-1844CATIA · Hood_Master.CATPart
Parametric master · dimensions
- STEPhood-H440.steppending
- DXFhood-H440.dxfpending
- PDFhood-H440-drawing.pdfpending
Step 1 of 5 · Approved config
Udfordringen
Tilbud godkendt kl. 16. Produktion venter stadig på at engineering åbner skabelonen.
Producent af industrielle aftrækshætte og kanaler til metalbearbejdning konfigurerer hættebredde, opsamlingshastighed, filtermodul og kanaldiameter i Mercura CPQ. Indendørs salg konverterer godkendte tilbud samme eftermiddag til ordrer. Produktionsplanlægning åbner tegningsfrigivelse-board og finder fjorten bekræftede jobs ventende fordi hver ordre kræver design engineer åbner CATIA-master-skabelon og taster dimensioner fra tilbuds-PDF.
Arbejdet repetitivt: hver hættevariant følger samme parametriske mønster med andre bredder og kanallengder. Transkription tilbud til CAD introducerer fejl. Forkert kopieret filterslidsdimension bliver rework-billet efter panelskæring. Engineering-kapacitet begrænser ordregennemløb selvom produktregler allerede kodér gyldige parameterintervaller i CPQ.
CAD-integration mapper bekræftede config-felter til CAD-skabelonvariabler ved ordreaccept. 3D-parametrisk visualisering former browsergeometri når købere ændrer dimensioner. 3D-produktconfig bytter prefab meshes under salg. Visuelle produktconfiguratorer opdaterer marketingbilleder ved valg. CAD-automatisering er anderledes: Mercura trigger parametriske skabelonjobs fra samme config-regler der prissatte tilbud, genererer STEP, DXF eller tegningsoutput ved tilbudskonvertering, engineering-review kun for configs uden for skabelongrænser.
Forespørgsel → config → pris → godkendelse → ordre bør ikke lade produktion stå idle mens engineering manuelt åbner filer CPQ allerede parametriserede.
Sådan fungerer det
Sådan fungerer Mercura CAD-automatisering
Engineering linker hver produktfamilie til parametriske CAD-master i SolidWorks, Inventor, CATIA, Creo eller NX. Mercura mapper config-attributter til skabelonvariabler: hættebredde, kanallengde, materialetykkelse, filtermodul og monteringsvalg. Ved tilbud-til-ordre-konvertering eller defineret godkendelsestrin queued Mercura generationsjob med parametersæt. Gyldige configs producerer output i produktionsmappe og vedhæfter sporbarhed til oprindeligt tilbud. Configs uden for skabelongrænser går i engineering-undtagelseskø. BOM-linjer fra samme config-session feeder produktionsplanlægning. Nogen skal vedligeholde masterskabeloner, teste jobs efter regelændringer og definere hvilke konverterings-events trigger generation.
Not a sales visual
Files for manufacturing, not pictures for buyers
Sales visualization vs CAD automation
Both start from a valid configuration. They serve different people at different moments.
Sales 3D visualization
3D product configuration and 3D parametric visualization · during configuration · in the browser
Buyer changes options
Browser shows the product
mesh swap or live geometry
Quote continues
Helps the buyer decide. No CAD files are produced.
CAD automation
After a commercial event · in your CAD system · from a parametric master
Order event
quote converts or approval step
CAD job
parametric master
Files
STEP · DXF · IGES · PDF
Helps manufacturing build. Same numbers sales confirmed.
From order to file
A commercial event starts the job
Illustrative configuration: Extraction Hood H-440.
What starts a job
A quote converting to an order, or an approval step you define. Nothing else opens a template.
01
Quote created
Q-10482
02
Quote approved
approval step
03
Customer accepts
quote converts
04
ORDER CONFIRMED
trigger event
05
CAD job queued
#CAD-1844
The trigger point is configurable: choose order confirmation or a specific approval step.
Parameter mapping
Each Mercura attribute is bound to a named variable in the parametric master. Select a row to see where it lands.
Schematic · master geometry
not a production drawingMasters
One parametric master per family, one output set per order
Template library
One parametric master per configurable family. Engineering owns the masters. Example library shown.
Extraction hood
Hood_Master.CATPart
CATIA
Bound to Width_Face · Duct_D · filter stack
Duct run
Duct_Master.SLDPRT
SolidWorks
Bound to Run_L · Duct_D
Filter housing
Filter_Master.ipt
Inventor
Bound to Filter_Mod · Gauge
Mounting frame
Frame_Master.prt
Creo
Bound to Mount_Type · Width_Face
Master vs generated
The master stays a template. Each order gets its own outputs.
Master · maintained by engineering
Hood_Master.CATPart
- Width_Face · default
- Duct_D · default
- Run_L · default
Reused for every hood order
Q-10482
parameters
Generated · Q-10482
- hood-H440.stepSTEP
- hood-H440.dxfDXF
- hood-H440-drawing.pdfPDF
One set per order · linked to the quote
Gate
Valid and in bounds runs. Everything else is reviewed.
Rules first, then CAD automation
Two checks stand between a configuration and a file: is it valid, and can the master take it?
Approved configuration
configuration complete
Rules: invalid
Blocked before generation. Unmanufacturable configs never reach CAD.
Valid · in template bounds
CAD job is queued automatically from the master.
Valid · outside template
Goes to the engineering exception queue.
Standard vs out-of-bounds
Try both. The same check routes each order.
Template bounds check
- Width_Face 1800900 – 2400 mm · ok
- Filter stack 2max 3 in template · ok
Route
CAD JOB QUEUED
Generated from the master. Output goes to the manufacturing folder.
Job console
Jobs you can follow, exceptions you can see
CAD jobs
One job per confirmed order. Illustrative job list.
- #CAD-1844Q-10482Extraction Hood H-440CATIA · Hood_Master.CATPartGENERATING
- #CAD-1843Q-10479Extraction Hood H-440STEP · DXF · PDF drawingCOMPLETE
- #CAD-1842Q-10477Extraction Hood, custom filter stackFilter stack exceeds template limitENGINEERING REVIEW
Engineering review
What an engineer sees when a job lands outside template limits.
ENGINEERING REVIEW
#CAD-1842 · Q-10477
Reason
Filter stack 4, template allows 3
Configuration
Valid in CPQ · approved · ordered
Master
Hood_Master.CATPart
Engineering handles this one order. Standard orders keep flowing without waiting for it.
Output and trace
Files, links back to the quote, and a BOM from the same session
Output formats
STEP, DXF, IGES, and PDF drawings. These are the supported outputs.
STEP
3D model exchange
DXF
2D geometry
IGES
3D model exchange
Drawing for release
Traceability
Every output links back to the quote that produced it.
Quote
Q-10482
Configuration
CFG-7731
CAD job
#CAD-1844
Outputs
STEP · DXF · PDF
BOM and CAD from one configuration
Production planning and drawings read the same approved session.
Approved configuration
Q-10482 · H-440
BOM
Multi-level lines for planning
CAD job
Parametric files for fabrication
PRODUCTION
Same numbers on both sides
Where it fits
Neighbouring capabilities, different jobs
CAD integration vs CAD automation
Integration is the connection. Automation is the workflow that uses it when an order is confirmed.
CAD integration
CPQ
Template variables
connection
CAD
Keeps CPQ and CAD parameters talking to each other.
CAD automation
Order event
Job from master
uses the mapping
Files + review
Decides when a job runs, what it outputs, and who reviews exceptions.
CAD automation vs parametric configuration
Parametric configuration defines valid dimensions in CPQ. CAD automation carries them into the CAD master.
Parametric product configuration
Ranges + rules
Valid dimensions
Price + BOM
Stays inside CPQ.
CAD automation
Valid dimensions
CAD master
STEP · DXF · IGES · PDF
Starts where the approved configuration leaves CPQ.
Hvad er inkluderet
Hvad CAD-automatisering dækker
-
01 Map
- Skabelonbibliotek med ét master-model pr. konfigurerbar familie
- Connectors til SolidWorks, Inventor, CATIA, Creo og NX skabeloner
-
02 Trigger
- Parametriske CAD-jobs ved tilbud-til-ordre-konvertering
-
03 Generate
- BOM fra samme session der driver CAD-generation
-
04 Validate
- Regelvalidering før generation blokerer ikke-fabicerbare configs
-
05 Output
- Output til STEP, DXF, IGES og PDF-tegningsformater
-
06 Escalate
- Engineering-undtagelseskø for uden-for-skabelon configs
-
07 Trace
- Output linket til oprindeligt tilbud for sporbarhed
-
Systems and formats
CAD
SolidWorks · Inventor · CATIA · Creo · NX
Output
STEP · DXF · IGES · PDF drawing
Forskellen
CPQ til CAD før og efter automatiseringjobs
Engineering åbner hver ordre
- Bekræftede ordrer venter i tegningskø bag manuelt CAD-arbejde
- Dimensioner genindtastet fra tilbuds-PDFs til parametriske skabeloner
- Transkriptionsfejl mellem CPQ-værdier og værkstedstegninger
- Gennemløb begrænset af design engineer headcount
- Engineers bruger meste tid på repetitive parametriske varianter
Med Mercura
- Skabelonjobs starter ved konvertering inden for regelgrænser
- Config-parametre går direkte til CAD uden genindtastning
- Produktion modtager tegninger matchende godkendte CPQ-tal
- Engineering gennemgår undtagelser, ikke hver standardvariant
- Ordrefrigivelse adskilt fra manuel skabelonåbning
Praktisk anvendelse
Eksempel-workflow: hætteordrer til CATIA uden tegningskø
Aftræk-OEM bekræftede hætte- og kanalordrer dagligt i Mercura men frigav CATIA-tegninger først efter engineers manuelt åbnede skabeloner og genindtastede hættebredde og længde fra tilbudseksport. Efter Mercura CAD-automatisering med config-output mappet til parametriske masters queued ordrekonvertering generationsjobs for in-bounds configs og skrev STEP til produktionsmappe på minutter. Engineering håndterede undtagelseskø da custom filterstack overskred skabelongrænser. Produktionsplanlægning ventede ikke længere på fjorten-job-backlog for standard hættestørrelser.
Forretningseffekt
Hvorfor CAD-automatisering er generation ved konvertering, ikke erstatning for skabelondesign
CAD-automatisering lukker gap mellem godkendt config og produktionsklar geometri for parametriske produktfamilier. Supplerer CAD-integrationsconnectors, 3D-salgsvisualisering, multi-level BOM og regelbaseret config. Mercura erstatter ikke master-skabelonforfatning, nyt produktdesign eller PLM uden for mappede familier. Nogen skal eje skabelonbiblioteker og regressionstests ved regelændringer. Hvis smerten er "CPQ godkendte ordre men CAD venter på engineering filåbning", aligner generation ved konvertering forespørgsel, config, pris, godkendelse og ordre med tegninger produktion bygger fra samme tal salg bekræftede.
Business impact
01
Remove re-entry
Approved configuration values reach the CAD master without retyping from a quote PDF.
02
Free engineering
Design engineers handle exceptions and template upkeep, not every standard variant.
03
Align sales and manufacturing
Drawings carry the same numbers that were priced, approved, and ordered.
04
Faster order release
Release no longer waits for someone to open the template for an in-bounds order.
Compare
CAD automation next to its neighbours
| 3D product configuration | 3D parametric visualization | CAD integration | CAD automation | |
|---|---|---|---|---|
| When | During configuration | During configuration | When parameters cross to CAD | After an order or approval event |
| What happens | Pre-built meshes swap | Geometry reshapes in the browser | CPQ fields map to CAD variables | A job builds files from a parametric master |
| Who benefits | Buyer | Buyer and sales engineer | Engineering | Manufacturing |
| Output | On-screen model | On-screen model | Linked parameters | STEP, DXF, IGES, PDF drawings |
Together they cover the path from what the buyer sees to what the shop builds.
Compare
What Mercura owns, what engineering owns
| Mercura | Your engineering team | |
|---|---|---|
| Trigger | Starts the job on order or approval step | Chooses which event triggers generation |
| Parameters | Maps configuration values to template variables | Defines the variables and their bounds |
| Master | Runs the job from the master | Authors and maintains the master templates |
| Exceptions | Routes out-of-bounds orders to review | Handles the review and novel designs |
| Traceability | Links every output to its quote | Tests jobs after rule changes |
Master template authorship and PLM processes stay with your team.
Fra salg til produktion
Where CAD automation sits between a confirmed order and the shop floor
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1
Config
-
2
Price
-
3
Quote
-
4
Approval
-
5
Order
trigger
-
6
CAD Automation
this page
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7
Manufacturing
Related
Regelbaseret produktkonfiguration
Rules decide what is valid before any job runs
Related
3D-parametrisk visualisering
Browser geometry while the buyer configures
Related
Multi-level BOM-konfiguration til CPQ
BOM lines from the same configuration
Related
CAD-integration til CPQ
The connection between CPQ and CAD templates
Q-10482 → CAD-1844 → GENERATED
Konverter godkendt hætteconfig og se parametriske CAD-job lande i produktionsmappe
Book demo og gennemgå tilbud-til-ordre-konvertering indtil skabelonoutput for in-bounds configs vises og undtagelser routes til engineering-review.
Lad os konfigurere sammen.
Vi giver virksomheder mulighed for at lave produktmodellering, strømline tilbudsprocessen, reducere fejl og i sidste ende levere de skræddersyede løsninger, som kunderne efterspørger.