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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:

  • Configure the message management for displaying the part number and part variant.
  • Select the parts database to be checked in the test project.
  • Create a check run scheme for parts master data.
  • Specify the scope of the check run and store it in the scheme.
  • Specify the master data that are to be checked in the parts master data navigator and carry out the check run.

Note:

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

Preconditions:

  • You have opened the page navigator.
  • You have created a test project (without pages) from any basic project.
  • You have opened the test project. It is displayed in the page navigator.

Having part numbers and variants displayed in the message management

  1. Select the following commands: Tab Tools > Command group Review > Messages.
  2. Mark the table in the Message management - <Project name> dialog.
  3. Select the Configure representation popup menu item.
  4. Also add the two properties Part number and Part variant in the Configure representation dialog by using the button (New).

    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 following commands: Tab Master data > Command group Part > Drop-down button Management > Settings.
  2. In the Settings: Parts (user) dialog select the parts database to be checked and click [Open].

Creating a check run scheme for parts master data

  1. Select the following commands: Tab Tools > Command group Review > Check.
  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 Part master data command. (To this purpose you first have to Customize the ribbon and then assign the desired command to a user-defined command group.)

    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 following commands: Tab Tools > Command group Review > Check.
  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 (Tab Tools > Command group Review > Messages). 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

The EPLAN Message Management

Check Runs

Configuring Project Checks

Dialog Check project