1300 parts management

Parts Management

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Parts Management

Parts Management

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1 Creating a Part ..............................................................................................5 1.1 Create a part .............................................................................................5 1.2 Create variants..........................................................................................6

2 Editing a Part.................................................................................................7 2.1 Copy / cut parts.........................................................................................7 2.2 Add a part .................................................................................................8 2.3 Paste technical data..................................................................................9 2.4 Paste function templates...........................................................................9 2.5 Enter parts data ......................................................................................10

3 Working with a Part Variant .......................................................................11 3.1 Create variants........................................................................................11 3.2 Delete variants ........................................................................................12 3.3 Copy, cut, and paste variants..................................................................12

4 Creating Assemblies ..................................................................................13 4.1 Assign assembly positions......................................................................13

5 Creating Modules........................................................................................16 5.1 Assign module items...............................................................................16

6 Filtering Parts..............................................................................................19 6.1 Filter based on fields...............................................................................19 6.2 Text-based filtering .................................................................................24

7 Exporting Parts Data ..................................................................................26 7.1 Export subsets of the database...............................................................26 7.2 Export selected records ..........................................................................27

8 Importing Parts Data...................................................................................29

9 Editing Master Person Data .......................................................................30 9.1 Create master person data .....................................................................30 9.2 Copy / cut master personal data .............................................................31 9.3 Paste master personal data ....................................................................32 9.4 Enter master personal data.....................................................................33

10 Editing Prices ..............................................................................................35 10.1 Specify price information.........................................................................35 10.2 Calculate purchase price ........................................................................35

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10.3 Convert currencies..................................................................................37

11 Managing Multilingual Parts Data..............................................................39 11.1 Translate text automatically ....................................................................39 11.2 Enter translation texts .............................................................................40 11.3 Delete translation texts ...........................................................................42

12 Using the List View .....................................................................................43 12.1 Configure list view...................................................................................43

This functionality is only available for certain module packages. Info

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1 Creating a Part Utilities > Parts > Management

In the Parts management dialog, you can create, edit, and organize your master data. Using [Extras] > Settings, select the database you want to edit.

In the left area of the dialog, the data to be managed is displayed in a tree or list, where the hierarchical structure of the tree contains the following main groups:

Electrical engineering Fluid power Mechanics Construction Connection points Customers Manufacturers / suppliers.

Within a trade, the parts are divided into "Components", "Assemblies", and possibly "Modules". Cables and housings are included in the individual parts group.

The part type Components of the various trades is further broken down into product groups according to DIN and / or manufacturer ([Extras] > Settings). For parts which cannot be clearly categorized as electrical components or fluid technology components, the trade "Mechanics" is available, which contains general and mechanical data (for instance from EPLAN Cabinet).

Note: The product groups are only displayed if they contain at least one part.

1.1 Create a part Utilities > Parts > Management

Precondition:

You have selected the Part types level in the tree, or if the tree view of the components has been specified in more detail, the level of product groups. Or you have selected a part entry in the list.

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1. Select Popup menu > New.

EPLAN automatically generates a new part with the part number New_.

2. Enter the data for the part into the tabs on the right side of the dialog, first assigning a descriptive part number.

1.2 Create variants Utilities > Parts > Management

Precondition:

You have marked the level of the part number.

1. In the tree or list, select Popup menu > New variant.

2. Provide the designation for the new variant of the current part in the New variant dialog. Valid designations are 0 through 9 and A through Z.

Note: Part and variant numbers must be unique. If you accidentally enter a designation which already exists, EPLAN warns you as soon as you click [Apply] or [Close]. The record can only be saved after you have assigned a new part number.


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2 Editing a Part Utilities > Parts > Management




Within a plant, the parts are divided into "Components", "Assemblies", and possibly "Modules". Cables and housings are included in the individual parts group.

The part type Components of the various trades is further broken down into product groups according to DIN and / or manufacturer ([Extras] > Settings). For parts which cannot be clearly categorized as electrical components or fluid technology components, the trade "Mechanical" is available, which contains general and mechanical data (for instance from EPLAN Cabinet).

Note: The product groups are only displayed if they contain at least one part.

2.1 Copy / cut parts Utilities > Parts > Management

Precondition:

You have marked one part.

1. Select the Popup menu > Copy or Popup menu > Cut.

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The part is copied into the buffer. When cutting, it is also removed from the list.

2.2 Add a part Utilities > Parts > Management

Precondition:

You have copied or cut a part into the Clipboard.

1. Choose Popup menu > Paste.

EPLAN creates the new part in the current level of the hierarchy with the part number _1.

Example:

Copies of the part SIE.ABC are named SIE.ABC_1, SIE.ABC_2, etc.

2. Edit the copied data in the tabs on the right side of this dialog, or enter new data.

During insertion, only the relevant data is taken, i.e., copied data might possibly not be inserted because the target part cannot store that data.

Example:

You copy the cable HELU.33 with order number ABC and a bending radius of 50 cm, and you add this part as a general single part. As a result, you have the single part HELU.33_1 (in the "General" product group) with order number ABC. Since individual parts have no bending radius, the value of 50 cm has no effect.

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2.3 Paste technical data After copying a part, its technical data can be pasted into another part.

Utilities > Parts > Management

Precondition:

You have copied the part whose technical data should be copied to the Clipboard using Popup menu > Copy or Popup menu > Cut, and selected the parts or variants into which the technical data should be copied.

1. Select Popup menu > Paste technical data.

The data is copied into the appropriate fields of the part or parts, while any already existing data is discarded. The technical data (the data on the General tab (all fields), function templates, and special technical data) are taken into account. It is here too that only the relevant data is inserted, i.e., copied data possibly might not be inserted because the target part can't store that data.

2.4 Paste function templates After copying a part, its function definitions can be pasted into another part.


Precondition:

You have copied the part whose function definitions should be copied to the Clipboard using Popup menu > Copy or Popup menu > Cut, and selected the parts or variants into which the function definitions should be copied.

1. Choose Popup menu > Paste function templates.

2. Answer the security question.

The data is copied into the corresponding fields of the part or parts.

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2.5 Enter parts data Utilities > Parts > Management

Precondition:

You have selected the desired part or variants.

1. Use the tabs on the right side of the dialog to enter data for the selected part or parts.

If multiple parts are selected, then only that data is shown which is identical or undetermined (i.e., "empty"); this can be entered or changed globally for all selected parts. Compare the dialog-specific information with the fields in the individual tabs.


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3 Working with a Part Variant Utilities > Parts > Management

Part variants have identical part numbers with identical sales data, but with partly differing technical data. The variants are displayed as the last nodes in the tree structure of parts management, once multiple variants are stored in an part. (In the list view, the parts are displayed under one another, so for three variants the part number will be listed three times in a row.) A part always has at least one variant. When a part is created, it receives one variant with the unique designation "1", but it is only displayed in the tree with its part number. If a part has more than one variant, then all variant designations are displayed under the part number. This display behavior applies for filtered data as well: If a filter is set, then variants are also filtered, meaning that only those variants are displayed which correspond to the filter.

3.1 Create variants Utilities > Parts > Management

Precondition:

You have marked the level of the part number.

1. In the tree or list, select Popup menu > New variant.

2. Provide the designation for the new variant of the current part in the New variant dialog. Valid designations are 0 through 9 and A through Z.

When the variant designation is entered, it is checked for uniqueness; if the variant name already exists, then a corresponding message is displayed and you must repeat the procedure. This applies especially to the variant designation "1", since this is assigned to the first variant of each part by default. Only after a unique variant designation is entered will the new variant be inserted into the tree or list structure.

Warning:

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If more than one part is selected, then this function can't be executed.

3.2 Delete variants Utilities > Parts > Management

Precondition:

In the tree, you have selected exactly one entry at the variant level, or you have selected the part number of the variant to be deleted in the list.

1. Select Popup menu > Delete.

2. Answer the security question.

Depending on your response, the variant is deleted. If it was the next-to-last variant, i.e., if the part now has only one variant left, then the hierarchical level of the variants is closed.

Note: Only a single variant may be deleted at a time. If more than one variant is selected, the action is canceled with a corresponding message.

3.3 Copy, cut, and paste variants Utilities > Parts > Management

These options in the popup menu are impossible for variants, since they always apply to the entire part. Therefore, if you call up one of these options on the level of a variant designation, then the part to which the variant belongs to is cut or copied, and then inserted, along with all of its current variants.


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4 Creating Assemblies An assembly is a collection of parts belonging to one device (e.g., a pushbutton with an NO contact, the appropriate bracket, and the pushbutton head). The assembly has its own part number and can contain subassemblies. The parts contained in assemblies also contain information about part variants. Specially for device selection and for reports, then, the technical data for variants will also be taken into account.


Precondition:

In the tree, you have selected the assemblies level or you have selected an assembly part in the list.


EPLAN automatically generates a new assembly with the part number New_.

2. Enter the data for the assembly into the tabs on the right side of the dialog, first assigning a descriptive part number.

4.1 Assign assembly positions Utilities > Parts > Management

Precondition:

You have selected an assembly and opened the Assembly tab.

1. Click on (New) to generate a line in the list of assembly positions.

The new line will be appended to the end of the list.

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2. Click [...] in the Part number field.

3. Select the desired part from the tree or list structure of parts selection. Multiple selection is not possible here, i.e., the uppermost selected part is always used.

4. Click [OK].

The part is written into the Part number field of the Assembly tab.

5. If necessary, overwrite the value in the Quantity field.

6. If necessary, overwrite the value of the current variant in the Variant field.

7. Repeat these steps for each additional assignment.

8. Click (delete), to remove assignments again.

9. Click (move up) and (move down), in order to change the order of display.

10. Click [Apply] to write the entries and changes to the database without leaving parts management.

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Note: The default values for a newly generated line are taken from the line currently selected, i.e., its data on number and part number are used. If no entry is marked, then an empty line (with preset quantity = 1) will be generated.


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5 Creating Modules Modules are needed for working with devices. They have the same properties as parts, but additionally contain lists of subparts structured by device tag (DT) (so-called module items). A module is thus set of parts that belong to several nested devices (for example, a motor control unit installed in a 19" rack). It can also contain assemblies. The parts contained in modules also contain information about part variants. Specially for device selection and for reports, then, the technical data for variants will also be taken into account.


Precondition:

In the tree, you have selected the modules level or you have selected a module part in the list.


EPLAN automatically generates a new module with the part number New_.

2. Enter the data for the module into the tabs on the right side of the dialog, first assigning a descriptive part number.

5.1 Assign module items Utilities > Parts > Management

Precondition:

You have selected a module and opened the Module tab.

1. Click (New) to generate a line in the list of module positions.

The new line will be appended to the end of the list.

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2. Click [...] in the Part number field.

3. Select the desired part from the tree or list structure of parts selection. Multiple selection is not possible here, i.e., the uppermost selected part is always used.

4. Click [OK].

The part is written into the Part number field of the Module tab.

5. Assign the device tag in the DT cell.

6. If necessary, overwrite the value in the Quantity field.

7. If necessary, overwrite the value of the current variant in the Variant field.

8. Repeat these steps for each additional assignment.

9. Click (delete), to remove assignments again.

10. Click (move up) and (move down), in order to change the order of display.

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11. Click [Apply] to write the entries and changes to the database without leaving parts management.

Note: The default values for a newly generated line are taken from the line currently selected, i.e., its data for number, part number, and DT are used. If no entry is marked, then an empty line (with preset quantity = 1) will be generated.


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6 Filtering Parts Utilities > Parts > Management

The filtering of parts offers an effective option for limiting the number of parts displayed, increasing ease of use. You can filter in parts management in two ways:

text-based field-based.

The text-based filter shows in the left-hand side of the window only those parts for which an arbitrary field in the field contains the text specified by the filter. The field-based filter performs the search only in particular record fields (e.g., for the field "Type number"). In this filter, the entire field contents are checked to ensure that they match the search text.

Note: The filtering of records is possibly only in part-indexed databases. This means that in the "manufacturer / supplier" and "customer" databases, no filtering can be performed!

6.1 Filter based on fields Utilities > Parts > Management

Precondition:

You have opened a parts database using [Extras] > Settings in the Parts management dialog.

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1. Click [...] in the Field-based filter field.

2. In the Filter dialog, select a scheme from the drop-down list and edit it as needed, or click (New) to create a new scheme.

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3. Click (New) on the toolbar for the filter criteria in order to insert a new criterion.

4. In the Criteria selection dialog, select the property to be used as a filter criterion, or select the "OR" entry in order to specify an OR combination.

5. Click [OK].

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6. Select the Active check box to use the filter settings.

7. Select the Negated check box to invert the filter settings.

Example:

You have selected the "Manufacturer" criterion and set the filter to "= SIE". Select Negated for all of the parts to be found that do not come from the manufacturer SIE.

8. In the Operator cell, open the drop-down list of possible operators and select the desired one.

9. In the Value cell, enter the text to be searched.

10. Repeat these steps in order to specify additional filter criteria and further limit the selection of parts. If multiple fields are selected, they are logically combined with AND (by default), but you can force an OR combination by selecting OR from the Criteria selection dialog.

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11. Click [OK].

12. Activate the filter setting by selecting the Active check box beside the Field-based filter field.

Notes: A filter criterion can also be opened in the Criteria selection dialog by double-

clicking it.

Once the filter criteria have been specified, they can be replaced by others by clicking [...] in the Criterion field, and by simply replacing them with a different criterion from the Criteria selection dialog.

For a field-based filter, the text entered is checked to ensure that it corresponds exactly to the data field contents.

Example:

If you filter the parts databases on, for instance, on the manufacturer short name "HER", then parts where "HER1" is entered in the corresponding data field will not be found.

Warning: Wildcard characters such as * and ? must not be used in the text to be found; they will be interpreted as "normal" characters. If data with Units are used as filter criteria, e.g., the "Installation distance" or the "Weight" (Mounting data tab), you must enter the corresponding value without the units if it should be used for filtering. When filtering based on file names like the names for a graphical macro or an external document, each file name must be entered with path and file extension.

Once a filter is used, the entire parts database is filtered, i.e., the number of parts will be reduced and the name of the scheme displayed in the drop-down list on the left beside the [...] button. The evaluation of filtration takes only those parts into account which contain all the fields selected.

Example:

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The following filters are defined: Field Order number = 69932 Field Voltage type = AC. In this case, the cable database is not searched, because a cable has an order number, but it doesn't have a voltage type. The individual parts, however, will be searched, because they have an order number and voltage type.

To delete an entire line from a field-based filter (Filter dialog), proceed as follows: 1. Move the cursor into a cell of the line to be deleted.

2. Click (Delete) on the toolbar for the filter criteria, in order to delete the line and its criteria.

6.2 Text-based filtering Utilities > Parts > Management

Precondition:


1. Click [...] in the Full text filter field.

2. Enter the text to be searched for in the Partial text field of the Full text search dialog. The text entered can be in this case only a part of the term to be searched. For instance, if you filter the individual part database on the text "capacitor", then parts will also be displayed in which the text "power capacitor" appears.

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3. Select the Match case check box if a difference should be noted between texts such as SIE and Sie when filtering.

4. Select the part type for which you want to execute the search by selecting the appropriate check box.

5. Click [OK].

6. Activate the filter setting by selecting the Active check box beside the Full text filter field.

The search text can be extended with logical operators. These are && (AND) and || (OR). The search always applies to one field of the part.

Example:

You are searching for SIE&&39. The part with order number SIE.62392 is found. The part with order number SIE.55 and type number 39, on the other hand, will not be found.

Once a filter is used, all properties of the different part types are searched, the number of parts correspondingly reduced, and the search text is displayed in the filter field on the left next to the [...] button.

Warning: Wildcard characters such as * and ? must not be used in the text to be found; they will be interpreted as "normal" characters.

When parts management is closed, text-based filters are deleted.


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7 Exporting Parts Data When exporting part data, there is a difference noted between:

The export of subsets of the database The export of selected records.

7.1 Export subsets of the database

Precondition:


Utilities > Parts > Management > [Extras] > Export 1. In the File field of of the Export records dialog, enter the file name for the

export file or click [...] to select the file interactively. The export type is determined based on the extension of the file type (XML, text, CSV, etc.).

2. Select the desired file type from the File type drop-down list. Depending on the export format determined here, another dialog is opened in which the export behavior is given in more detail (e.g., how to handle separator characters, etc.).

3. In the Part type group box, select the check boxes of the data that you would like to export.

4. In the Trade group box, select the check boxes of the trades that you would like to export.

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5. Change the scope of the fluid data to be exported by selecting / deselecting the check box.

6. Click [OK].

The data is exported and a progress bar shows the process.

7.2 Export selected records

Preconditions: You have opened a parts database using [Extras] > Settings in the Parts

management dialog.

You have marked the records to be exported in the tree or in the list.

Utilities > Parts > Management > Popup menu > Export

1. In the File field of of the Export records dialog, enter the file name for the export file or click [...] to select the file interactively. The export type is determined based on the extension of the file type (XML, text, CSV, etc.).

2. Select the desired file type from the File type drop-down list. Depending on the export format determined here, another dialog is opened in which the export behavior is given in more detail (e.g., how to handle separator characters, etc.).

3. Click [OK].

The selected data is exported and a progress bar shows the process.

Note: If the current selection contains nodes (in the tree view) then all the records under

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those nodes will be exported.


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8 Importing Parts Data Precondition:


Utilities > Parts > Management > [Extras] > Import 1. In the File field of of the Import records dialog, enter the file name for the

import file or click [...] to select the file interactively. The import type is determined based on the extension of the file type (XML, text, CSV, etc.).

2. Select the desired file type from the File type drop-down list. Depending on the import format determined here, another dialog is opened in which the import behavior is given in more detail (e.g., how to handle separator characters, etc.).

3. Use the options to specify the treatment of new or existing records during import.

4. Click [OK].


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9 Editing Master Person Data Utilities > Parts > Management




Warning: The master person data can only be viewed and edited in the tree structure; the list shows only the parts data but no manufacturers, suppliers, or customers.

9.1 Create master person data Utilities > Parts > Management

Precondition:

In the tree, you have selected the level of customers or manufacturers / suppliers.


EPLAN automatically generates a new record with the short name New_.

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2. Enter the data for the customer or manufacturer / supplier into the Address tab on the right side of the dialog, first assigning a descriptive short name.

Note: The short names of customers and manufacturers / suppliers must be unique. If you accidentally enter a name which already exists, EPLAN warns you as soon as you click [Apply] or [Close]. The record can only be saved after you have assigned a new name.

9.2 Copy / cut master personal data Utilities > Parts > Management

Precondition:

In the tree, you have selected exactly one customer or manufacturer / supplier.

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1. Select the Popup menu > Copy or Popup menu > Cut.

The customer (manufacturer / supplier) is copied into the Clipboard. When cutting, it is also removed from the list.

9.3 Paste master personal data Utilities > Parts > Management

Precondition:

You have copied or cut a customer (manufacturer / supplier) into the buffer.

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1. Choose Popup menu > Paste.

EPLAN creates the new record in the current level of the hierarchy with the short name _1.

2. Edit the copied data in the Address tab on the right side of this dialog, or enter new data.

Example:

The copies of the customer AEG are AEG_1, AEG_2, etc.

9.4 Enter master personal data Utilities > Parts > Management

Precondition:

You have selected the desired customers or manufacturers / suppliers.

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1. Use the Address tab on the right side of the dialog to enter data for the selected record or records.

If multiple records are selected, then only that data is shown which is identical or undetermined (i.e., "empty"); this can be entered or changed globally for all selected records.


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10 Editing Prices

10.1 Specify price information Utilities > Parts > Management

Precondition:

You have defined the currencies and currency abbreviations in the settings ([Extras] > Settings > [Currency]).

1. Select the Prices / Other for the selected part or parts.

2. Enter the data.

Example:

Assume you want to order cables. The manufacturer sells the cables in lots of 4 rolls at 25 m each for 200 US dollars per lot. The minimum order amount is thus 100 m of cable. The price unit is "25", the quantity unit "m", and the quantity per packaging "4". So you enter the following values into the fields: Price unit: 25 Quantity unit: m Quantity/packaging: 4 Purchase price/unit: 50 USD Purchase price/package: 200 USD

10.2 Calculate purchase price Utilities > Parts > Management

Precondition:


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1. Select [Extras] > Prices for the selected part or parts.

2. Specify which purchase prices should be calculated by selecting the appropriate option.

Note: You can only select one option at a time for a currency, i.e., you can calculate either the "Purchase price/unit" or the "Purchase price/package".

Example:

Assume that the purchase price per package is 200 US dollars for the cable, and the Quantity/packaging is "4". You can now calculate the other purchase price by selecting the option Purchase price/unit for currency 1 in the Calculate prices dialog, and clicking [OK]. The purchase price/unit will then be displayed as "50 USD"

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for currency 1 on the Prices / Other tab.

There is no currency conversion via the options for the Currency 2 field in the Calculate prices dialog, but rather a purchase price calculation. For this to work, however, you must enter a purchase price in the field for currency 2 in the Prices / miscellaneous tab.

10.3 Convert currencies Utilities > Parts > Management

Precondition:


1. Select [Extras] > Currencies for the selected part or parts.

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2. In the Convert group box of the Convert currencies dialog, specify the direction in which conversion should be performed.

3. In the Selection group box, specify which prices should be converted. Select the appropriate check box or check boxes.

Note: In the Currencies group box of this dialog, the specified exchange rate configured under [Extras] > Settings > [Currency] is displayed.


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11 Managing Multilingual Parts Data Utilities > Parts > Management

If you want to use foreign-language designations, for instance for deliveries overseas, you can create and edit the master parts data in different languages. A display language can then be defined for parts management which is independent of the display language currently selected in EPLAN, and foreign-language entries for the following fields can be managed:

Designation 1 3 (General tab) Description (General tab) Function group (Technical data tab) Mounting site (Mounting data tab) Description 1 - 100 (Free properties tab).

11.1 Translate text automatically Utilities > Parts > Management

Precondition:

You have positioned the mouse cursor in one of the fields listed above for one or more part(s) and entered the text in the source language.

1. Choose the Popup menu > Translate.

If there are already translations in the dictionary for the term entered, the Found words dialog is opened, listing all the texts in the source language beginning with the letters entered.

2. In the Found words dialog, select the matching translation text by double-clicking or by clicking [OK].

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3. Edit the translation text in the Multilingual input.

If no translations are entered in the dictionary, then the Multilingual input dialog is opened, in which you can enter a new translated text.

4. Click [OK].

Example:

Enter the text "Tacho" into the "Designation 2" field. Select Popup menu > Translate. The Found words dialog lists the following entries: DE: Tacho EN: Tachometer DE: Tachogenerator EN: Tachometer generator Double-click the entry you want. The Multilingual input is opened and you can edit the translation.

11.2 Enter translation texts Utilities > Parts > Management

Precondition:

You have positioned the mouse cursor in one of the fields listed above for one or more part(s) and entered the text in the source language.

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1. Select Popup menu > Multilingual input.

2. In the Multilingual input dialog, enter the translation text.

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3. Click [OK].

11.3 Delete translation texts Utilities > Parts > Management

Precondition:

You have positioned the cursor in one of the fields listed above for one or more parts.

1. Select Popup menu > Remove translations.

The translation texts of the currently selected field are deleted.


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12 Using the List View Utilities > Parts > Management

In addition to the tree view, which shows the data in a hierarchical structure, the List tab is available, with which you can display all parts, but not manufacturers, suppliers, or customers; only those properties are displayed which all parts have (for instance, part numbers, product group, etc.). List and tree update each other. This means that if a part is selected in the tree, it is also selected in the list (and vice versa). If a node (that is, a hierarchical level) is selected in the tree, then in the list, the first part is selected which is located below that level.

The field-based, full text, and automatic filters are also used in the list view.

12.1 Configure list view

Precondition:

You have selected the List tab.

Popup menu > Configure columns

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1. In the Column configuration dialog, select the properties which should be displayed in the list, by selecting the corresponding check box.

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2. Use the buttons on the toolbar to influence the order of the display.

3. Select two properties and click (Exchange).

The positions of both properties are exchanged.

4. Click [OK].

The display in the list is adjusted.

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1300 parts management

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