Part / Device Selection

Part / Device Selection

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Part / Device Selection

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

1.1

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

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

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

3.1

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

3.2

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

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

4.1

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

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

5.1

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

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

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

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

This functionality is only available for certain module packages. Info

EPLAN Training

Part / Device Selection

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.

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Part / Device Selection

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

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Part / Device Selection

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

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Part / Device Selection

3. Click [OK].
The part numbers are transferred to the Properties <...> dialog.

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Part / Device Selection

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.

This functionality is only available for certain module packages. Info

EPLAN Training

Part / Device Selection

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

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Part / Device Selection

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

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Part / Device Selection

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

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

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Part / Device Selection

1. Select Popup menu > Add part.

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Part / Device Selection

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

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Part / Device Selection

3. Click [OK].
The parts data is written into the device list. A new entry is created for the
part to be monitored.

This functionality is only available for certain module packages. Info

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Part / Device Selection

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.

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Part / Device Selection

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].

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Part / Device Selection

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

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Part / Device Selection

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.

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Part / Device Selection

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
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Part / Device Selection

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

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Part / Device Selection

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.

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Part / Device Selection

This functionality is only available for certain module packages. Info

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Part / Device Selection

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.

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Part / Device Selection

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.

This functionality is only available for certain module packages. Info

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Part / Device Selection

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:
You have double-clicked on a component and in the Properties <...> dialog you
have moved the Parts tab to the foreground.
1. Next to the Data source field, click [...].

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Part / Device Selection

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.
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Part / Device Selection

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.

This functionality is only available for certain module packages. Info

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Part / Device Selection

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.
This functionality is only available for certain module packages. Info

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Part / Device Selection

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.

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Part / Device Selection

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.

This functionality is only available for certain module packages. Info

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Part / Device Selection

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:
You have double-clicked on a component and in the Properties <...> dialog you
have moved the Parts tab to the foreground.
[Settings] > Device selection
1. In the Settings: Device selection dialog, next to the Selection list field, click
[...].

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Part / Device Selection

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.

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3. Using

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

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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].

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Part / Device Selection

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