Dialog Parts management

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Dialog Parts management

In this dialog you manage the master data of your parts databases. The parts management contains both the technical and commercial parts data as well as personal data (for customers and manufacturers / suppliers) and other record types such as accessory list, drilling pattern, etc.

Overview of the main dialog elements:

The data to be managed is displayed in a tree view or list view in the left-hand area of the dialog. In the tree view configuration of the displayed hierarchy is possible for the parts via the Tree configuration.

Toolbar:

You can specify the display of the data by means of the following buttons:

Button	Meaning
(Tree view)	Shows the data in a hierarchical tree structure. Individual part numbers or, if available, the designation of the part variants is displayed as the last hierarchy level.
(List view)	Shows the parts arranged one below the other in a list. A list view is not possible for record types such as accessory list, drilling pattern, etc.
	Toggles between the last selected filter scheme and the unfiltered view.

You can influence the nodes / hierarchy levels which are shown for a specific record type in the tree view in the tree configuration under [Extras] > Settings.

Filter:

This drop-down list displays all the available filters. A selected filter is automatically activated and is applied to both the tree and the list view. The "- Not activated -" entry deactivates the filter and causes an unfiltered display of the data. Click [...] to open the Filter dialog. Here you can create, edit, delete, copy, export, import, and manage filters.

The popup menu of the Filter drop-down list contains the following entries:

Deactivate: This popup menu item is available if a filter has been set: Resets the filter setting to the "- Not activated -" entry.
Activate <filter name>: This popup menu item is available if the filter setting is "- Not activated -": Reactivates the last active filter.

This allows you to toggle rapidly between the unfiltered representation and a representation filtered in accordance with your requirements.

By means of the filter criteria Function template in the part it is now possible to filter the parts according to function definitions and other data of the function templates (e.g. technical characteristics). As the result of such a filter only those parts are then displayed at which the property values or the function definitions of the function templates stored there match the set criteria.

Find:

Enter the text that is to be found into this field and confirm with [Enter].

During the search in the parts management you can use the same operators and placeholder characters as during the Search in the Insert center.

Popup menu:

The popup menu provides - depending on the field type (e.g. date, integer, multilingual) - the following menu items that are, depending on the situation, available for influencing the table or editing the values in the fields. You can find an overview of these popup menu items in the section Popup menu items.

In addition, the following dialog-specific popup menu items are available:

Menu item	Meaning
New	Creates a new part / record below the selected part / node.
New variant	Only available for parts. Opens the New variant dialog for the creation of a part variant.
Paste data	Opens the Paste data dialog with which you can specify which data of a copied part is to be transferred to the selected parts / variants.
List with preselection (tree only)	Reduces the number of elements displayed in order to allow for a faster orientation in the list view. If this option is activated, the list view is called with an automatic filter (selection) containing the elements that are currently selected.
Select in tree (list only)	Displays the marked object in the tree view.
Configure representation	Opens the Configure representation dialog, where you define which properties are to be displayed in the list and tree view.
Upload in eSTOCK	Uploads the selected records into the central database eSTOCK of the EPLAN Cloud. For parts the dialog Upload parts data is first opened. Here you can specify whether the selected parts are added to an eSTOCK collection. The data of other record types (accessory list, drilling pattern, etc.) are uploaded directly.
Open in eSTOCK	Only available if an eSTOCKcollection is set as the data source. Opens the selected part in eSTOCK. There you can edit the data and after editing update them in the parts management via [Extras] > Update with data from eSTOCK.
Export	Opens the Export records dialog for the selected records, where you can determine the name and type of export file. If the current selection in the tree view contains nodes, all the records under those nodes are taken into account.
Export data	Offers the possibility via the dialog Edit externally to export the data of marked records (parts, addresses, drilling patterns, etc.) for external editing. If the current selection in the tree view contains nodes, all the records under those nodes are taken into account.
Assign function templates	Allows you to generate still missing function templates automatically from the stored macros for the highlighted records. Note that the Undo command is not available for this functionality! Before bigger modifications it is therefore advisable to back up the parts data beforehand.

The respective information on the records (e.g. parts, accessory lists, customers) which you have marked on the left-hand side are displayed on the right-hand side of the dialog. If you have selected a main node (parts, accessory list, etc.), the Info tab on the right-hand side is displayed. Which other tabs are shown to you here in addition to the Properties tab, when you select a subnode, depends on the respective record type.

[Extras]:

Menu item	Meaning
Import	Opens the Import records dialog, in which you specify the file name and type, and select how the records to be imported should be handled.
Export	Opens the Export records dialog, in which you specify the file name, file type, and extent of the export.
Edit properties externally	Offers the possibility via a sub-menu to export the data of parts, addresses drilling patterns, etc. and import them again after external editing.
Translation	Opens a submenu with options for automatic translation.
Summarize function templates	Combines the function templates of the parts under an assembly / module (recursively) and enters them into the assembly / module. In the process modules with a template for a black box are supplemented. The black box is required as a grouping element and has the part number of the module assigned to it.
Assign function templates	Allows you to generate still missing function templates automatically from the stored macros for all records. Note that the Undo action is not available for this functionality! Before bigger modifications it is therefore advisable to back up the parts data beforehand.
Configure properties	Opens the Configure properties dialog in which you create and configure user-defined properties for parts.
Settings	Opens the Settings: Parts (user) dialog in which you select a parts database which already exists or create a new parts database. In this dialog you also specify the general settings for working with the parts management.
Upload all parts in eSTOCK	Uploads all parts into the central database eSTOCK of the EPLAN Cloud. The data (manufacturer, macros, etc.) used in the parts are also uploaded.
Update with data from eSTOCK	Only available if an eSTOCKcollection is set as the data source. Updates the data in the parts management with the modified data from eSTOCK.
Check for changes in eSTOCK	Only available if an eSTOCK collection is set as the data source. Checks the data in eSTOCK for modifications. Confirm the subsequent query with [Yes] to update the data in the parts management.