Académique Documents
Professionnel Documents
Culture Documents
Parts Management
EPLAN Training
Parts Management
EPLAN Training
Parts Management
1
1.2
Create variants..........................................................................................6
Editing a Part.................................................................................................7
2.1
2.2
2.3
2.4
2.5
Create variants........................................................................................11
3.2
3.3
5.1
6
6.1
6.2
7.2
10
9.1
9.2
9.3
9.4
10.1
10.2
Parts Management
10.3
11
12
Convert currencies..................................................................................37
11.2
11.3
EPLAN Training
Parts Management
Creating a Part
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
EPLAN Training
Parts Management
1. Select Popup menu > New.
EPLAN automatically generates a new part with the part number
New_<autoincrement_number>.
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
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.
EPLAN Training
Parts Management
Editing a Part
Electrical engineering
Fluid power
Mechanics
Construction
Connection points
Customers
Manufacturers / suppliers.
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
EPLAN Training
Parts Management
The part is copied into the buffer. When cutting, it is also removed from the
list.
2.2
Add a part
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.
EPLAN Training
Parts Management
2.3
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
After copying a part, its function definitions can be pasted into another part.
Utilities > Parts > Management
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.
EPLAN Training
Parts Management
2.5
EPLAN Training
10
Parts Management
3.1
Create variants
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:
EPLAN Training
11
Parts Management
If more than one part is selected, then this function can't be executed.
3.2
Delete variants
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
EPLAN Training
12
Parts Management
Creating Assemblies
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
EPLAN Training
13
Parts Management
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.
6. If necessary, overwrite the value of the current variant in the Variant field.
8. Click
9. Click
(move up) and
display.
10. Click [Apply] to write the entries and changes to the database without leaving
parts management.
EPLAN Training
14
Parts Management
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.
EPLAN Training
15
Parts Management
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) (socalled 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.
Utilities > Parts > Management
Precondition:
In the tree, you have selected the modules level or you have selected a module part
in the list.
1. Select Popup menu > New.
EPLAN automatically generates a new module with the part number
New_<autoincrement_number>.
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
EPLAN Training
16
Parts Management
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.
7. If necessary, overwrite the value of the current variant in the Variant field.
9. Click
10. Click
(move up) and
display.
EPLAN Training
17
Parts Management
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.
EPLAN Training
18
Parts Management
Filtering Parts
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 fieldbased 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
EPLAN Training
19
Parts Management
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.
EPLAN Training
20
Parts Management
(New) on the toolbar for the filter criteria in order to insert a new
3. Click
criterion.
5. Click [OK].
EPLAN Training
21
Parts Management
6. Select the Active check box to use the filter settings.
8. In the Operator cell, open the drop-down list of possible operators and select
the desired one.
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.
EPLAN Training
22
Parts Management
11. Click [OK].
12. Activate the filter setting by selecting the Active check box beside the Fieldbased 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:
EPLAN Training
23
Parts Management
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
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.
EPLAN Training
24
Parts Management
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.
EPLAN Training
25
Parts Management
7.1
Precondition:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
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.
EPLAN Training
26
Parts Management
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
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
EPLAN Training
27
Parts Management
those nodes will be exported.
EPLAN Training
28
Parts Management
Precondition:
You have opened a parts database using [Extras] > Settings in the Parts
management dialog.
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].
29
Parts Management
Electrical engineering
Fluid power
Mechanics
Construction
Connection points
Customers
Manufacturers / suppliers.
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
EPLAN Training
30
Parts Management
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
EPLAN Training
31
Parts Management
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
EPLAN Training
32
Parts Management
1. Choose Popup menu > Paste.
EPLAN creates the new record in the current level of the hierarchy with the
short name <original_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
33
Parts Management
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.
EPLAN Training
34
Parts Management
10
Editing Prices
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
EPLAN Training
35
Parts Management
1. Select [Extras] > Prices for the selected part or parts.
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"
EPLAN Training
36
Parts Management
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.
EPLAN Training
37
Parts Management
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.
EPLAN Training
38
Parts Management
11
2. In the Found words dialog, select the matching translation text by doubleclicking or by clicking [OK].
EPLAN Training
39
Parts Management
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.
EPLAN Training
40
Parts Management
1. Select Popup menu > Multilingual input.
EPLAN Training
41
Parts Management
3. Click [OK].
EPLAN Training
42
Parts Management
12
EPLAN Training
43
Parts Management
1. In the Column configuration dialog, select the properties which should be
displayed in the list, by selecting the corresponding check box.
EPLAN Training
44
Parts Management
2. Use the buttons on the toolbar to influence the order of the display.
(Exchange).
4. Click [OK].
The display in the list is adjusted.
EPLAN Training
45
Parts Management
EPLAN Training
46