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The settings dialog for Make or Buy, Find suppliers and Cost mockup is very similar in the basic set-up. The differences are marked in the following description.
Search suppliers by: (This item is only displayed at the " Find suppliers " report.)
A default search template for the 3D search which uses only one algorithm and so normally is a bit quicker than the others, but possibly provides not as well results.
Standard search :Medium quality and speed
Default search template for the 3D search which uses a lot of algorithms, but takes a little bit more time.
Search for profiles : Especially suitable for searching profiles, e.g. U-profiles, L-profiles, etc.
Threshold in %: Determine the minimal tolerated similarity.
Maximum number of search result: Hereby you can limit the displayed results. It does not affect the search itself.
Search all source lines which have fingerprints:
If this option is deactivated, the first project line with available fingerprint is taken.
Show only the best matching result per project:
Price options: (This option is only displayed at the " Cost mockup " report.)
In the list field select the desired column, which contains the price information. The price information is displayed at all search results later (if available).
Ignore projects without price information:
The activation can accelerate the search. On the other hand very similar parts are possibly not included in the comparison anymore.
search in following directories: Activate those directories via checkbox, which you want to include for the search.
By clicking on the button the dialog box Custom variables opens.
Here you have the possibility to define variables, which shall be displayed in the report in addition. These are displayed at each part.
Possible are both ERP variables and variables from the characteristic attribute table.
First click on in order to add a new line.
Via double-click into the line under Variable type the list field opens with the following options:
Via double-click into the line under "Variable" a list field with the following options opens:
Enter a labeling by clicking on it. This will be displayed in the report later.
Optionally you can state a unit.
If the variable has no own unit, the entered unit is displayed.
If the variable has a unit, the value is converted - if necessary. The conversion is only possible at the type "Variable".
The diameter in the table is given in inches. You have stated mm as unit. -> The value is automatically converted from inches to mm.
Via Filter for results settings you can restrict results. Available filters are Variables search and Topology search. It is possible to use the functions repeatedly by clicking on Add search function.
The function is available for the following reports:
The functionality is according to the standard search functions:
You can find details on Variables search under Section 3.1.6.4.3, “ Variables search ”.
You can find details on Topology search under Section 3.1.6.4.10, “ Topology search ”.
It is also possible to create a report based on preferred parts. Therefor activate the checkbox. This is according to the activation of the button Preferred rows on/off in the ERP toolbar. Then the report only uses preferred parts.