Bills of Materials

Bills of Materials

EPLAN Training

Bills of Materials

Using the Tree and List View of Bill of Materials Navigator ......................3
1.1

Use tree view ............................................................................................3

1.2

Using the List View ...................................................................................5

1.3

Switch from tree view to list view ..............................................................8

Editing Bill of Materials Parts ....................................................................12

2.1

Edit non-placed parts ..............................................................................12

2.2

Edit items with parts placement ..............................................................17

2.3

Edit project parts .....................................................................................22

2.4

Place part................................................................................................24

2.5

Exchange parts .......................................................................................29

2.6

Delete part ..............................................................................................31

Adding Parts................................................................................................33

Adding Project Parts ..................................................................................34

Editing Project Parts...................................................................................36

Synchronizing Parts Data...........................................................................40

Renumbering Items ....................................................................................41

Exporting Bills of Materials........................................................................45

Importing Bills of Materials ........................................................................47

10

Taking Parts on Connections into Account..............................................49

This functionality is only available for certain module packages. Info

EPLAN Training

Bills of Materials

Using the Tree and List View of Bill of Materials

Navigator

As in all navigators, there is also a tree and a list view available for the bill of
materials.

1.1

Use tree view

The tree view of the bill of materials is parts-oriented, i.e. as standard, only those
device tags that already have a part are shown.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the Tree tab.

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2. Select Popup menu > View and then in the following menu select the
hierarchical level to be shown in the tree view.
The tree view will be adapted.

3. Use the popup menu to edit parts, insert, compare, etc.

The following tree views are possible:

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View > Part number: The display includes the part number, identifier, and full

DT.
View > Part number / structure identifier: The display includes the part

number, structure identifier, and DT short designation.

View > Manufacturer: The display includes the manufacturer, part number,

identifier, and full DT.

View > Supplier: The display includes the supplier, part number, identifier, and

full DT.

1.2

Using the List View

The bill of materials list view is device-oriented and can display different information
for the individual DTs.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator

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1. In the Bill of materials - <Project name> dialog, select the List tab.

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2. Choose the Popup menu > Configure columns.

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3. In the Column configuration dialog, you can determine which information
should be displayed in the list (i.e. part number, DT, quantity, and so on).
Select the corresponding check boxes.

4. Click [OK].
The list view will be adapted.

5. Use the popup menu to edit parts, insert, compare, etc.

1.3

Switch from tree view to list view

In order to accelerate the switch from tree view to list view, you have the option of
displaying only a limited number of elements. Proceed as follows:
Precondition:

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Bills of Materials
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the Tree tab.

2. Select the items / parts which you would like to edit in the list view or whose
data you would like to view.

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3. Select Popup menu > List with preselection.

4. Change to the List tab.

The list view is opened with an automatic filter (preselection), in which the filter
contains the currently selected elements, that is, the properties that are used as
structure identifiers are consolidated in a filter.

Example:
In the tree view, there is a higher-level function =A1 containing a location +O1. This in
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turn contains pages 1 and 2.
If you now mark +O1 in the tree view and select Popup menu > List with
preselection a filter will then be generated with the following contents:
HIGHER-LEVEL FUNCTION =A1
LOCATION +O1
Note:
If no filter can be derived from the mark (for instance in the case of a multiple
selection) then this menu item cannot be called up.

Automatic preselection generates the "Selection" filter, which appears in the dropdown list in the Filter field in the upper portion of the Bill of Materials- <Project
name> dialog. To suppress it temporarilty, deselect the Active check box. You can
also simply rename it in the Filter dialog in order to be able to reuse it at any time.
This functionality is only available for certain module packages. Info

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Bills of Materials

Editing Bill of Materials Parts

The editing of the bills of materials parts includes the following possibilities:

Edit non-placed parts

Edit items with parts placement

Edit project parts

Place parts

Replace part

Delete parts.

2.1

Edit non-placed parts

Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the List tab.

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2. Choose the Popup menu > Configure columns.

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3. In the Column configuration dialog, select the Placement check box.

4. Click [OK].
The list view is extended with the Placement column.

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5. Select Popup menu > Edit part for the non-placed part to be edited, i.e. for a
part which has no entry in the Placement column. You can select multiple
parts.

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6. Click [...] in the Part number field of the Edit part dialog.

7. In the Parts selection dialog, select a different part if necessary. (Multiple

selection is not possible here, that is, the first marked part is always taken.)

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8. Click [OK].
The part is written into the Part number field.

9. If necessary, overwite the quantity.

10. Assign different values to the properties on the right side by overwriting the
entries in the fields.

11. Click [OK].

The parts data is applied to the device.

2.2

Edit items with parts placement

The term "Part Placement" describes a placed part on a panel layout page. One
placement is possible per unit part. You can recognize part placements from the
"Panel layout" entry in the Representation type column of the list view of the bill of
materials navigator.

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Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the List tab.

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2. Choose the Popup menu > Configure columns.

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3. In the Column configuration dialog, select the Placement and
Representation type check boxes.

4. Click [OK].
The list view is extended with the Placement and Representation type
columns.

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5. Double-click the part to be edited that has already been placed and which has
the "Panel layout" entry in the Representation type column.
Or select Popup menu > Properties (in this case, multiple selection is
possible.)

6. In the Properties <...>: Part placement dialog, define the required settings for
the Part placement itself, the Display and the Format.

7. Click [OK].
The parts data is applied to the device.

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2.3

Edit project parts

Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the List tab.

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2. Choose the Popup menu > Configure columns.

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3. In the Column configuration dialog, select the Project part check box.

4. Click [OK].
The list view is extended with the Project part column.

5. Double-click the project part that you wish to edit and assign it the appropriate
data in the Edit part dialog.

6. Click [OK].

2.4

Place part

Precondition:
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You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the List tab.

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2. Choose the Popup menu > Configure columns.

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3. In the Column configuration dialog, select the Placement check box.

4. Click [OK].
The list view is extended with the Placement column.

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5. Select Popup menu > Place for the non-placed part to be edited, that is, for a
part which has no entry in the Placement column, then select an option from
the subsequent menu. You can't select multiple parts here.

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6. Select Place > With parts data, if at least one graphical macro and the values
for width and height are defined. In this case no other input is required and the
part can be placed into the graphic as described in the next step.
If you selected Place > With symbol selection, then select the symbol you
would like to assign to the part from the Symbol selection dialog, then click
[OK].
If you selected Place > With function selection, then select the function you
would like to assign to the part from the Function selection dialog, then click
[OK].
If you selected Place > With macro selection, then select the macro that you
would like to assign to the part from the Select macro dialog, then click [OK].

7. Place the part in the graphic.

2.5

Exchange parts

You can exchange parts by replacing existing parts in the bill of materials with others.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator

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1. In the Bill of materials - <Project name> dialog, select the part to be
replaced.

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2. Select Popup menu > Replace Part.

3. In the Parts selection dialog, select the parts to be exchanged. (Multiple

selection isn't possible here).

4. Click [OK].
The parts previously assigned to the device will be replaced by the newly
selected ones. The quantity of the parts remains the same.

Example:
Device with part reference -> Results after exchange
K1, 0815 replaced by 0915 -> K1, 0915
K1, 0815; K2, 0816 replaced by 0915 -> K1, 0915; K2, 0915

2.6

Delete part

Precondition:
You have opened at least one project.
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Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select the part to be deleted.

2. Select Popup menu > Delete.

3. Answer the prompt.

Depending on the answer to the safety warning, the selected part
references will be deleted. The corresponding part reference position in the
device is empty after this action, and is unfilled.

This functionality is only available for certain module packages. Info

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Bills of Materials

Adding Parts

In contrast to the adding of project parts, you use this menu item to assign one (or
more) parts to the current device.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Parts List- <Project name> dialog, select the device(s) that are to be
assigned further part(s).

2. Select Popup menu > Add Part.

3. In the Parts selection dialog, select the part or parts to be added. (Multiple
selection is possible.)

4. Click [OK].
The new part(s) is/are assigned to the device(s).

Note:
All functions of the Parts selection can be used, and the parts-specific presettings
will be taken into account.

This functionality is only available for certain module packages. Info

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Adding Project Parts

Project parts are parts that are not assigned to any special device, i.e., the parts to
be included with delivery.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select Popup menu > Add
project part.

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2. In the Parts selection dialog, select the part or parts to be added. (Multiple
selection is possible.)

3. Click [OK].
The new project parts will be inserted into the tree in alphabetical order.

Note:
All functions of the Parts selection can be used, and the parts-specific presettings
will be taken into account.

This functionality is only available for certain module packages. Info

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Bills of Materials

Editing Project Parts

If you have added project parts to the current project, i.e. parts which are not
assigned to any special device, then you can edit them as follows:
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, double-click a project part,
i.e. a part with no entry in the Device tag column or is listed as a Project part
(in the list view).

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2. Click [...] in the Part number field of the Edit Part dialog.

3. Select one or more parts from the Parts selection. (Multiple selection is
possible.)

4. Click [OK].

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5. Edit the Number of units / quantity of the new part or parts, if necessary.

6. Click

(Delete) to remove parts from the device if they are no longer needed.

7. Select [Settings] > Part Selection (project), in order to edit the settings for
parts selection. Or select [...] in the Data source field to change the default
settings for the data source.

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8. Click [OK].
The changed data is written back into the project part.

This functionality is only available for certain module packages. Info

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Synchronizing Parts Data

To synchronize the master data of selected project parts with data from the parts
database, proceed as follows:
Preconditions:
You have opened at least one project.
You have selected the parts whose data should be synchronized with the master

data.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select Popup menu >
Synchronize Parts Data.
Parts synchronization is performed for the selected parts from the parts
database and overwrites the stored project parts.

Note:
If no parts are selected when this menu item is called up, then the synchronization
will be performed for the entire project.

This functionality is only available for certain module packages. Info

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Renumbering Items

Preconditions:
You have opened at least one project.
You have marked the items in the bill of materials to be renumbered.

Project data > Devices / parts > Bill of materials navigator

1. In the Bill of materials - <Project name> dialog, select Popup menu > Add
item numbers.

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2. In the Number items dialog, select a sorting scheme from the Sorting dropdown list.

3. Or click [...], to edit an existing scheme or create a new scheme using the
Sorting dialog..

4. Enter the starting value for numbering into the Start field.

5. In the Increment field, enter the increment by which the numbers are
increased.

6. In the Field width field, determine the number of digits planned for the item
numbers.

7. If you have marked individual items, select the Apply to entire project check
box if you would like to renumber all of the items of the project, regardless of
the current selection. (If you haven't marked any items, the field will be
deselected, since in this case the entire project is taken automatically).

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8. Select the Preview of results check box to open the Number items: Preview
of Results dialog, which allows you to view and, if necessary, edit the new
numbering.

9. Click [OK].
If the Preview of result check box is not selected, the new numbering will
be written directly to the bill of materials. Otherwise the Number items:
Preview of Results dialog opens.

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10. In the Number items: Preview of Results dialog, enter the Item numbers
into the Target column.

11. Click [OK].

The new numbering will be written to the bill of materials.

This functionality is only available for certain module packages. Info

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Exporting Bills of Materials

You can use this menu item to export all of the parts data from a bill of materials,
regardless of the settings or active filters, that is, all of the parts and all of the data
fields are output.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select Popup menu >
Export.

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2. In the Export Bill of Materials dialog, select the drive and directory defining
where the export file should be generated from the Save in drop-down list .

3. In the File name field, enter the name for the export file to be generated.

4. Select one of the entries defining the format for the export file to be generated,
from the File Type drop-down list.

5. Click [Save].
The bill of materials will be exported to the specified file name in the
specified directory.

This functionality is only available for certain module packages. Info

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Importing Bills of Materials

Use this menu item to import the parts data of a bill of materials into the current
project.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select Popup menu >
Import.

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2. In the Import Bill of Materials dialog, use the Search in drop-down list to
define the drive and directory where the import file is located.

3. Select one of the entries defining the import file type from the File Type dropdown list.

4. Select the desired import file from the list.

5. Click [Open].
The records are imported. If errors occur during the import, then a
corresponding message is displayed, the details of which can be seen in the
message management (Project data > Messages > Management) .

Note:
If a part reference is imported that is already assigned to a DT, the DT must already
exist. Otherwise, a part reference for a Project part will be created.

This functionality is only available for certain module packages. Info

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10

Taking Parts on Connections into Account

Parts that were stored in a connection definition point, and were written from there to
the connections during the generation of a connection list, can also be accounted for
in the Bill of materials - <Project name> dialog.
Precondition:
You have opened at least one project.
Project data > Devices / parts > Bill of materials navigator
1. In the Bill of materials - <Project name> dialog, select Popup menu >
Settings.

2. In the Settings: Parts dialog, select the Connection part check box in the
Include parts group box.

3. Click [OK].
The connection parts will be displayed in the bill of materials.

Notes:
If a part is stored in a connection definition point though which more than one

connection runs, this part will be written to each of those connections. The part
quantity can in this case only be obtained through a connection list report.
If, on the other hand, a connection runs through more than one connection

definition point, and each of these connection definition points has the same
part definition, then the part appears only once.
For parts in connections, it is therefore necessary to generate a connection list

(Utilities > Reports > Generate > Connection list) to obtain the actual
quantity.

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