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Documents from ams.erpthe project file for one-off production, with the source instead of searching through screens.

The plan is for quotes, bills of materials, routings, revision states and correspondence from ams.erp to become searchable in your knowledge base — every answer with the document it comes from. Nothing is changed in ams.erp; the plan is read-only access.

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ams.erp

after clarification · database export

Example question

“Which revision state applies to the assembly in job 2024-118?”

1 Answer with source

Connection

How the connection is designed

An ERP holds a lot of content in the database rather than in folders; how much additionally exists as files varies from company to company. The plan is therefore an agreed export: documents and master data are provided on a schedule and transferred to your instance encrypted, over outbound connections only; an existing archive directory can be mirrored as well. Whether and how this works for you, and whether a more extensive interface is an option, we check with you and your ams.erp support partner before we start — depending on version, customisations and licence. Until then you upload documents: files, whole folders, emails, photos and voice memos.

Once set up, synchronisation runs automatically: new and changed documents from ams.erp are added by themselves, without anyone having to upload anything.

Set-upWe estimate the scope after the preliminary check and discuss it with you and your ams.erp support partner before anything is set up. Billed by effort.

Documents

Which documents may be stored in ams.erp

  • Quotes and order confirmations for the special-purpose machine, including the project costing behind them
  • The growing bill of materials in the states that were actually produced, plus routings and the drawings they refer to
  • Change notices and approvals: what the customer ordered and when, and what was changed in the design as a result
  • Supplier documents for the project — purchase order, order confirmation, mill certificate for the material and inspection certificate
  • Acceptance and commissioning reports, installation reports and the correspondence about the site at the customer’s premises
  • The machine file delivered with the machine: operating instructions, declaration of conformity, risk assessment and spare parts list

Example questions

Examples of questions to your documents

  • “Which revision state applies to the assembly in job 2024-118?”

    1 Answer with source

  • “What did we promise the customer Huber in the quote regarding on-site installation?”

    2 Answer with source

  • “Which bill of materials and which routing belong to this special-purpose machine?”

    3 Answer with source

Start

Before a connection is set up

A connection is set up for you, not activated in one click. Every source comes with its own logins, permissions and folder logic — whether and how it can be connected at your company, we check together beforehand. Set-up and maintenance are billed by effort; how much that is depends on the source and is discussed beforehand.

Until then, and independently of it, you can upload files, whole folders, emails, photos and voice memos. Before we start, we go through real questions with you to see how the answers look.

Preliminary check

What we check in advance

Beforehand we look at what exists only as a record in your ERP — scheduling, feedback from production, stock levels, post-calculation — and which of it is to go into the export recipe. An export is a snapshot at the time of the run, not a live query; for a project that is currently being designed, that makes a difference. From an exported bill of materials you can read which state was built in; why it was changed is in the change notice — whether that exists as a document, we check as well. Because many companies have customised their ams.erp, we also clarify which custom fields and reports are to be named explicitly in the recipe.

FAQ

Frequently asked questions about this connection

We still get service requests today for machines from fifteen years ago. Are those projects included?

That depends on whether the project file for them is still available. The plan is for the export to take what is in ams.erp today; projects from replaced systems or from the old file server can come across via upload, directory by directory. For a machine that was rebuilt twice, what counts most is which state was last built in — and whether the change notice from back then is available or only today’s bill of materials.

For us, everything hangs on the project number, not on the customer. Does that fit together?

That is the idea: the system is meant to read project number, customer and date from the document, and the master data export is meant to link the project number with customer, machine and serial number. That would also make it possible to ask from the machine’s side and not just from the project’s — handy when service only has a photo of the type plate. The project structure is not rebuilt but read as it is. Whether the link fits with your master data, we look at beforehand.

Our ams.erp is customised. What happens at the next release change?

Nothing is changed in the ERP, the export only reads — your customisations remain untouched. If a release change shifts fields or lists, the export recipe is adjusted; that is maintenance billed by effort, not a rebuild. It makes sense to look at the first run after the change together, ideally with the person who looks after the customisations at your company — they know which field is needed for which piece of information.

For some customer projects we have signed non-disclosure agreements. What does that mean for the documents?

The documents sit in a separate instance for your company on servers in Germany; the language model runs in an EU data centre, and your data is not used for training. There is one point you set deliberately: web search. It has three levels, and at the lowest level, answers are meant to come exclusively from your own documents. Within the company, you control access via document types — customer drawings, bills of materials and acceptance reports for design, production and service; quotes and terms for sales and management; a person confirms the document type before release. Whether your agreements require anything beyond that, we are happy to clarify with you beforehand.

Industries

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Integrations

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Request a demo — and clarify how ams.erp fits in

In thirty minutes by video we show what answers with sources look like, and clarify whether and how ams.erp can be connected at your company.

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