8.1.1. Functionality from the user's perspective

The functionality is explained step by step using an example:

  1. Click on catalogues [Catalogs] > All catalogues (alphabetically). [All Catalogs (Alphabetical)]

    -> All installed catalogs are displayed.

    [Note]Note

    "All" means all those approved for the currently selected role.

    All Catalogs visible when preferred row filter is turned off

    All Catalogs visible when preferred row filter is All Catalogs visible when preferred row filter is turned offturned off

  2. Click to the icon (The tooltip currently shows preferred rows from [Preferred rows off] [Default]).

    -> The Icon is now displayed in blue (The tooltip now shows preferred rows [Peferred rows on].)

    -> Only catalogs that contain preferred parts are displayed.

    This example uses the "Norm" ["Industry Standards"] catalog for demonstration purposes.

    This example uses the "Norm" ["Industry Standards"] catalog for demonstration purposes.

  3. Deactivate the filter again and browse for the desired part or use a search method (e.g. full text search).

    Next directory level below the standard catalog

    Next directory level below the standard catalog

    -> Each directory is color-coded.

    [Note]Note

    The color scheme depends on administrative default settings and is role-dependent.

    The exact meaning of the icons and colors can be found in the ERP legend [ERP Legend].

    Calling up the ERP legend [ERP Legend]

    Calling up the ERP legend [ERP Legend]

    The legend shows the meaning of the status bitmaps in the table and the status colors in the product selection.

    ERP Symbol Legend

    ERP Symbol Legend

    [Note]Note

    The displayed colors are not necessarily related to the preferred row filter, but there is usually a connection.

    Example: If the filter is activated, only directories that are green are displayed.

  4. Click through until you reach the part level or carry out a full text search, for example.

    Table display

    Table display

  5. Select Fill a line with () and click Export to CAD.

    -> The message You do not have authorization to export the part to CAD [You are not authorized to export this part to CAD!] appears ! [You are not authorized to export this part to CAD!]

    Activities" dialog box

    Activities" dialog box

    [Note]Note

    As a rule, the preferred series filter is combined with an export restriction to ensure that users do not export and install parts that are not managed in ERP/PDM.

  6. Activate the preferred row filter.

    -> parts without an ERP number () are no longer displayed.

    [Note]Note

    If you carry out any search with the preferred series filter activated, the result parts also correspond to the stored filter rule.

    -> Parts that are still displayed can also be exported and installed.

    Table with exportable characteristics

    Table with exportable characteristics

    Alternative:

    Alternatively, you can also use the facet filter under ERP status [ERP state].

    Filter by (component available at all 3 locations): Directory-level result

    Filter by Filter by (component available at all 3 locations): Directory-level result (component available at all 3 locations): Directory-level result

    Filter by : Table-level result

    Filter by Filter by : Table-level result: Table-level result

[Note]Note

Even more restrictive variants are:

  • Basic hiding of table rows that do not meet an export condition. See here.

  • Hiding of catalogs that do not contain exportable parts. See here.