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Manual

Manual

3.1.14.2.1. Settings

Perform the following settings:

  • Report name: Insert the desired name in the input field.

  • Search template:

    • Standard search: Medium quality and speed

    • Broad search: Lower speed

    • Search for profiles

    • Standard search (size-dependent)

    • Broad search (size-dependent)

    • Search for profiles (size-dependent)

    • Duplicate search

    • Duplicate search (size-dependent)

  • Minimum similarity 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

    [Note] Note

    The creation of preview images is relatively time consuming. Please keep this in mind when you deactivate the option.

  • Custom variables:

    By clicking on the button the dialog box Custom variables opens.

    Custom variables

    Custom variables

    Here you have the possibility to define variables, which shall be displayed in the report in addition. These are displayed at each part.

    [Note] Note

    The search itself is not affected by the use of custom variables.

    Possible are both ERP variables and variables from the characteristic attribute table.

    First click on Add in order to add a new line.

    • Variable type:

      Via double-click into the line under Variable type the list field opens with the following options:

      • ERP:

      • Table:

    • Variable:

      Via double-click into the line under "Variable" a list field with the following options opens:

      • Options at variable type "ERP":

        At selection "ERP" the ERP variables of the table are read and displayed in a list. You can also enter any other value.

      • Options at variable type "Table":

        The characteristic attribute variables of the search directory (search source) are listed. You can also enter any other value.

    • Labeling:

      Enter a labeling by clicking on it. This will be displayed in the report later.

    • Unit:

      Optionally you can state a unit. (ONLY possible at variables of the type "Table")

      If the variable has no own unit, the entered unit is displayed.

      If the variable has a unit, the value is converted - if necessary.

      Example:

      The diameter in the table is given in inches. You have stated mm as unit. -> The value is automatically converted from inches to mm.

    [Tip] Tip

    Already used settings are saved.

    In the list field, select the variable combination to be used in the report. When moving the cursor over an entry, all variables are shown with their description in a tooltip.

  • Filter for results:

    Via dialog section Filter for results search results can be further restricted. Available filters are Variables search and Topology search. The functions can be multiple used by clicking on the Add search function button.

    This function is available for the following reports.

    • Duplicates Report

    • Make or Buy report

    • Cost mockup report

    • Supplier search

    • Search for unmachined parts

    [Note] Note

    The filter concerns result parts, not search parts.

    The functionality is according to the standard search functions:

    [Note] Note

    You can also create a report based on preferred parts. In the ERP toolbar, therefor activate the filter Preferred rows on/off before the report creation. Then the report only uses the displayed, filtered parts. Details on this are found under ???.

Perform the desired settings.

Start the report creation by clicking on OK.

Possibly a message appears that the linear (geometric) index is not up-to-date.

Create the index in PARTadmin under Index administration -> Create geometric search index.

The report contains of 2 view options: