0903 part - device selection

Part / Device Selection

EPLAN Training 1



EPLAN Training 2

1 Selecting Parts ..............................................................................................3

1.1 Selecting parts in the Properties <...> dialog ............................................3

2 Selecting Parts in the Navigators or the Device List .................................8

2.1 Create devices in the device navigator .....................................................8

2.2 Select parts from the Bill of materials navigator ........................................8

2.3 Select parts from the device list ..............................................................10

3 Selecting Devices .......................................................................................14

3.1 Select devices in the Properties <...> dialog ...........................................14

3.2 Select devices in the bill of materials navigator.......................................19

4 Saving Parts Data to Function ...................................................................22

4.1 Deleting Parts by Function......................................................................23

5 Saving Parts Data in Project ......................................................................24

5.1 Synchronize parts with the parts database .............................................25

6 Generating Parts Based on Schematic Data ............................................27

7 Deleting Stored Parts Properties...............................................................28

8 Parts Preselection.......................................................................................30

This functionality is only available for certain module packages. Info


EPLAN Training 3

1 Selecting Parts

In part selection, you assign one or more parts to a device. This assigns the data to the device, as it was entered in the parts manager in the Function Templates tab in the Specific group field.

Part selection can be called up from different places:

• From the Properties <...> dialog

• From the Device navigator

• From the bill of materials navigator

• From the device list.

1.1 Selecting parts in the Properties <...> dialog

Precondition:

You have opened the Properties <...> dialog and moved the Parts tab to the foreground.


EPLAN Training 4

1. Click [...] in the Part number field.


EPLAN Training 5

2. In the Part selection dialog, navigate through the tree structure and select one or more desired parts.


EPLAN Training 6

3. Click [OK].

The part numbers are transferred to the Properties <...> dialog.


EPLAN Training 7

4. Click [OK].

All part numbers entered in the Properties <...> dialog are searched for in the parts database and the corresponding parts are stored in the project. In the process, the relevant data source for each part is also read, according to the parts data. The function templates for the part are also saved.

The part properties of the first part selected are written to the current device (e.g. cable type, conductor cross-section, etc.).

The data entered for the component (e.g., the connection point designation) is retained and is not overwritten by data from parts management. These deviations are flagged during a project check.

If a part or technical characteristic was already assigned to the device (such as technical dimensions, connection designations, cable type, etc), the Conflict dialog opens. This contains the previous data from the device and the new properties from the first part selected. Also, the previous part reference properties (function group, part type, etc.) are shown across from the new part properties for all parts.

5. If you want to, change the properties and close the Conflict dialog by clicking [OK].

The new data is accepted. Function templates from the parts are ignored. If you click [Cancel] the old properties are retained.

Warning:

If you want to assign multiple part numbers to a symbol, you must make sure that an empty row is highlighted for each new assignment. Otherwise the highlighted part number will be overwritten with the new one.



EPLAN Training 8

2 Selecting Parts in the Navigators or the Device List

In the device navigator, the bill of materials navigator and the device list you can open the parts selection tool via the context menu.

2.1 Create devices in the device navigator

You can create devices in the device navigator with the parts selection tool.

Project data > Devices > Navigator.

1. Highlight an element and select Context Menu> New Device.

2. In the Part selection dialog search through the tree structure and select one or more desired parts.

3. Click [OK].

A new device is created. The device is sorted into the project structure independently from the marked element.

The parts data is written to the device. In this way, a new device is created through part selection.

Example:

Assume that you have marked an arbitrary device under the installation location PT1. Now open part selection through the New device function, and select a conctactor. Under PT1, the device K1 is created with all the functions of a contactor.

2.2 Select parts from the Bill of materials navigator

Project data > Devices / parts > Bill of materials navigator


EPLAN Training 9

1. Highlight an entry and go to Popup menu > Add part or Popup menu > Exchange part.


EPLAN Training 10


3. Click [OK].

The new part is assigned to the marked device. In Exchange part, the old part is replaced, while in Add part existing part references are retained.

2.3 Select parts from the device list

Project data > Devices / parts > Device list


EPLAN Training 11

1. Select Popup menu > Add part.


EPLAN Training 12



EPLAN Training 13

3. Click [OK].

The parts data is written into the device list. A new entry is created for the part to be monitored.



EPLAN Training 14

3 Selecting Devices

In device selection, you assign one device to another device; the assigned device may contain one or more parts. The data from the function definitions is assigned to the device. These are entered in the parts management, in the function definitions table of the Function template tab.

Device selection can be called up from different places:

• From the Properties <...> dialog

• From the Bill of materials navigator

3.1 Select devices in the Properties <...> dialog

Precondition:

You opened the Properties <...> dialog for a component and brought the Parts tab to the front.


EPLAN Training 15

1. Click [OK].

In the Parts list all items are shown from the parts management that correspond to the selected device.

In the list Selected part: Functions / templates, the functions of the current device are displayed.

2. If you want to, for example, change the selection criteria for the device selection, click [Properties].


EPLAN Training 16

3. In the Settings dialog edit: Device selection the settings and click [OK].


EPLAN Training 17

4. If you want to enter additional functions, click [...] next to Automatic filter.

5. In the Automatic Filter dialog: Device selection, make the filter settings for the technical values of the parts and click [OK].

The Parts list shows the filtered parts.


EPLAN Training 18

6. Highlight a part in the Parts. list.

The Accessories list shows the accessories of the highlighted part (if applicable).

In the list Selected part: Functions / templates is – shown as a preview –, to which device functions a function template of the part is assigned and whether there are any remaining empty function templates.

7. Select the part you want from the Parts list (or an accessory from the

Accessories list), and click below the list. (If you highlighted an accessory

you can transfer the accessory and the part by using .)

You have completed the parts selection. This is shown in the Selected Parts list: Functions / templates with an additional icon (a check mark) before the function template of the part.

8. If not all of the device functions have templates assigned to them, select another part from the Parts or Accessories. list.

In the list Selected part: Functions / templates the corresponding function templates of the part are shown in alternating colors. Preview rows are shown in italics.

9. Click below the list to transfer the parts in the Selected Parts list: Functions / templates . If you want to, select more parts until all functions are covered.

10. Click [OK].

The part numbers are transferred to the Properties <...> dialog.

11. Quit the Properties <...> dialog with [OK].

All part numbers entered in the Properties <...> dialog are searched for in


EPLAN Training 19

the parts database and the corresponding parts are stored in the project. In the process, the relevant data source for each part is also read, according to the parts data. The function templates for the part are also saved.

The part properties of the first part selected are written to the current device (e.g. cable type, conductor cross-section, connector designation, technical dimensions, etc.).

The data from the function templates of the stored parts are written to the current device (main function) and its auxiliary functions.

If a part was already assigned to a device, its data is overwritten without any warning.

The data entered for the component (e.g., the connection point designation) is retained and is not overwritten by data from parts management. A project check will display messages highlighting any of these deviations.

3.2 Select devices in the bill of materials navigator

Project data > Devices / parts > Bill of materials navigator


EPLAN Training 20

1. Highlight a parts reference and go to Popup menu > Select devices.

2. In the Select Devices dialog, select the part(s) you want as described above.

3. Click [OK].

The parts data is transferred into the Bill of materials <Project name> dialog, to update the parts references.


EPLAN Training 21



EPLAN Training 22

4 Saving Parts Data to Function

In the Parts tab of the Properties <...> dialog, you can assign part data to a function. The table on the tab serves for both the display and entry of part data.

Data entry is possible either manually or using part selection or using device selection, which is where you can reference data that is saved in parts management. You can assign up to 50 different parts records to a function. The parts data is stored in the project.

Preconditions:

• You have double-clicked on a component and in the Properties <...> dialog you have moved the Parts tab to the foreground.

• You have either entered a part number manually or performed a part selection or a device selection.

1. From the drop-down list Category, select the "Part reference data" entry.

After a part or device selection, the corresponding values from the part are displayed there; for manual entry of the part number, the fields are empty.


EPLAN Training 23

2. Change the existing values, or enter new ones.

3. Click [OK].

The data is stored to the function.

4.1 Deleting Parts by Function

In the Parts tab of the Properties <...> dialog, you can delete part data assigned to a function.

Precondition:

You have double-clicked on a component and in the Properties <...> dialog you have moved the Parts tab to the foreground.

1. Mark the desired part numbers in the list, and click .

The parts selected will be deleted from the function and the part data removed from the project. Manually entered data will be irretrievably lost, but the data entered using the part selection can be re-entered by reselecting the part.



EPLAN Training 24

5 Saving Parts Data in Project

Stored part properties are a fixed component of the project, while non-stored properties must be accessed through parts management.

The configuration of commercial data for part selection also applies to device selection, i.e., there is only one common configuration.

Precondition:


1. Next to the Data source field, click [...].


EPLAN Training 25

2. In the dialog Settings: Part selection dialog select a user-defined template from the drop-down list.

3. Select the Internal option and click [...].

4. In the Settings: internal parts selection the check box in the column Stored, so that the corresponding parts properties can be stored in the project. You can select multiple lines from the table.

5. Click [OK].

The selected part properties are stored in the project.

5.1 Synchronize parts with the parts database

Utilities > Parts > Parts Database > Current Project

The parts stored in the project are updated with data from the internal parts database. This stores a new part.

Any messages are written to message management.


EPLAN Training 26

Utilities > Parts > Current Project > Parts Database

The parts stored in the projects are transmitted to the internal parts database. During this process, the function templates of the stored parts are stored into the parts in the internal database.

Warning:

Only the parts not yet present in the parts database are synchronized. Already existing parts are not updated.



EPLAN Training 27

6 Generating Parts Based on Schematic Data

Preconditions:

• You have marked a comonent that represents a main function.

• Exactly one parts reference is entered in the DT.

Popup menu > Generate type

A part is generated from the part data stored in the schematic. It is saved as a part stored in the project.

The part generated contains function templates for all functions of the device.



EPLAN Training 28

7 Deleting Stored Parts Properties

You can delete selected properties from the parts stored in the project. For instance, before providing the project to an end customer, you can remove the price information.

Precondition:

You highlighted a project or individual pages in the page navigator, or you highlighted a component in the graphical editor.

Utilities > Parts > Delete stored properties

1. Click [OK] to confirm the safety warning reminding you that deleting the part properties from the project can't be undone.


EPLAN Training 29

2. In the Delete Stored Parts Properties dialog, select the check box for the properties you want to delete.

3. Click [OK].

The selected parts properties are deleted from the project.



EPLAN Training 30

8 Parts Preselection

The parts preselection is a list of parts that you create yourself and save under a specific name. It can be used as a filter in parts selection and device selection (with the exception of parts selection via the COM interface.) The parts preselection is saved specifically for a project.

Precondition:


[Settings] > Device selection

1. In the Settings: Device selection dialog, next to the Selection list field, click [...].


EPLAN Training 31

2. From the expanded list, select a user defined scheme that you want to change or create a new scheme.

by using (New). If the parts preselection already contains parts, they will be displayed in the

list.


EPLAN Training 32

3. Using (New) above the parts list open the Select Parts dialog.


EPLAN Training 33

4. Page through the tree structure, and mark the parts that you would like to place in the parts preselection.

5. Click [OK].

The parts will be placed in the list.

6. In the Parts preselection dialog, click [OK].

The scheme for pre-selecting parts is saved and shown in the Settings dialog: Select devices in the drop-down selection list.

7. In the Settings dialog close: Device selection by clicking [OK].


EPLAN Training 34

�

0903 part - device selection

Documents