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Checking Part Master Data

EPLAN offers you the possibility to check whether the part master data created by you and stored in the parts database are correct and complete. To this purpose a project first has to be created that serves as the "test project". The test project may not contain any project pages.

After the test project has been created, we recommend the following procedure:

Note:

Only the test project may be opened for the parts master data check.

Preconditions:

Having part numbers and variants displayed in the message management

  1. Select the menu item Project data > Messages > Management.
  2. Mark the table in the Message management - <Project name> dialog.
  3. Select the Configure representation popup menu item.
  4. Additionally activate the Part number and Part variant check boxes in the dialog Configure representation.

    The setting has the effect that two additional columns in which the part number and the part variant of the faulty or incomplete part is output is displayed in the message management dialog.
  5. If required, change the position of the entry for both columns by using the arrow buttons.
  6. Click [OK].

Selecting the parts database to be checked

  1. Select the menu items Utilities > Parts > Management.
  2. Click [Extras] in the Parts management dialog and select the menu item Settings.
  3. In the subsequent dialog select the parts database to be checked and click [Open].

Creating a check run scheme for parts master data

  1. Select the menu item Project data > Messages > Check project.
  2. Click [...] beside the Settings field of the Check project dialog.
  3. Click (New) in the toolbar of the dialog Settings: Messages and checks to create a check run scheme that only checks the parts master data.
  4. Assign a suitable scheme name in the New scheme dialog, for example Parts master data, and, if desired, enter a describing text, for example the name of the parts database that is to be tested.
  5. Click [OK].

    You are returned to the dialog Settings: Messages and checks in which the newly created scheme is preset.

Specifying the scope of checking and saving in a scheme

  1. Mark all the message classes in the dialog Settings: Messages and checks in the list on the left.
  2. Set the entry "No" for any check run message in the Type of check column on the right in the dialog.
  3. Mark this entry and copy it into the Clipboard.
  4. Click the Type of check column.
  5. Use the shortcut key [Ctrl] + [V] to assign the type of check "No" to the messages of all the message classes.
  6. Mark the message class "501 Parts master data".
  7. Select the required type of check ("No" or "Offline") for all the check run messages of this message class.
  8. If desired, use the drop-down list in the Category column to specify for each message whether the message should be output as an error, a warning, or a note.
  9. Click (Save) in the toolbar at the top right.
  10. Confirm your entries.

Specifying the parts master data to be checked in the parts master data navigator and executing the check run

  1. Select the menu items Utilities > Parts > Part master data navigator.

    This dialog provides an overview of the parts included in the parts database to be checked.
  2. In the tree view mark the desired branch with the parts master data that are to be checked.
  3. If necessary, create a filter with specific criteria in order to limit the selection of parts master data further.
  4. Select the menu item Project data > Messages > Check project.
  5. Select the newly created check run scheme from the Settings drop-down list in the Check project dialog and click [OK].

    The parts master data contained in the parts database are checked.

    The result is displayed in the dialog of the message management (Project data > Messages > Management menu items). Faulty or incomplete parts can be identified in it on the basis of the output part number. You can use the Properties popup menu item to jump directly to the reported part in the parts management.

    Parts master data with faulty or incomplete information are identified in the parts master data navigator and in the parts management by a red exclamation mark. The Messages in message management property can be used to create a field-based filter with which only the parts marked with a red exclamation mark are displayed in the part master data navigator as well as in the parts management.

See also