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Create master person data

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.

Preconditions:

  • You have opened the dialog Parts management (Tab Master data > Command group Parts > Management).
  • In the Tree view you have marked the hierarchy level "Customer" or "Manufacturer / supplier" or a record below this hierarchy level.
  1. Select the New popup menu item.

    EPLAN automatically generates a new record with the short name New_<consecutive_number>.
  2. In the right-hand section of the dialog change to the Properties tab.
  3. Change the automatically assigned entry for the Short name property in the Data hierarchy level.
  4. Enter the further data of the customer or manufacturer / supplier (e.g. the long name) in the Properties tab.
  5. Click [Apply] to save the entries and modifications without leaving parts management.

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], [Close] or in another field. The record can only be saved after you have assigned a new name.