User Manual

ProNovia SAP PLM Client

User Manual

www.pronovia.com

2

Imprint

Legal Notices

Issue Januar 2015 / A.00.0

All rights reserved.

Copyright and Usage Rights

This document is copyrighted and may not be modified without the prior written consent of the publisher.

Reproduction and distribution is permitted only with the following legal notice:

© 2015 ProNovia AG

Changes and updates without notice.

Microsoft is a registered trademark of Microsoft Corporation.

SAP is registered trademark of SAP AG.

ProNovia is a registered trademark of ProNovia AG.

Disclaimer

ProNovia AG assumes no responsibility for any typographical, technical, or other inaccuracies, errors, or omissions and their consequences. Liability in respect of the software described herein, please see our software terms.

Publisher / Contact

ProNovia AG

P.O. Box

CH-8180 Bülach

Fon +41 44 860 13 06

Fax +41 44 860 13 07

Website www.pronovia.com

E-Mail info [at] pronovia.com

Table of Content

1

2

2.1

2.1.1

2.1.2

2.1.3

2.1.4

2.2

3

1.1

1.2

1.3

1.4

3.1

3.2

3.2.1

3.2.2

3.2.3

3.2.4

3.2.5

3.2.6

3.2.7

3.2.8

3.2.9

3.2.10

3.2.11

3.2.12

3.2.13

Save

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ProNovia AG, P.O. Box, CH-8180 Bülach 3

3.3

3.3.1

3.3.2

3.3.3

3.3.4

3.2.14

3.2.15

3.2.16

3.2.17

3.2.18

3.4

4

4.5

4.6

4.7

4.8

4.9

4.1

4.2

4.3

4.4

Copy

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4 ProNovia AG, P.O. Box, CH-8180 Bülach

PLC

Introduction

1 Introduction

This manual describes the following topics:

Operation of ProNovia SAP PLM Client

ProNovia SAP PLM Client user interface and displayed information

This manual describes the PLC with definitions and functions of customizing templates included in the delivery.

Behaviour as well as appearance are strongly dependent on the definition of available objects, data and functions of PLC. All information displayed in this manual must therefore been regarded generally, and may be defined differently. Please regard your valid definitions in your company for PLC as well as additional documentation (Customizing Manual and Integration & Enhancement).

1.1

Other documents

All relevant and available documents are found in the ProNovia Support Center: http://support.pronovia.ch

.

1.2

Prerequisites

Prerequisites for using ProNovia products:

The ProNovia products to be used must be installed and setup correctly on the relevant systems.

The ProNovia products must be properly integrated, activated and configured. Details see ProNovia Basic

Library Integration and Enhancement Manual.

To use the ProNovia products, valid licenses for each product must be loaded on each system. Details see

ProNovia Basic Library Integration and Enhancement Manual.

The necessary permissions for the display and maintenance of SAP objects must be present.

1.3

Abbreviations

Some abbreviations used in the ProNovia documents:

MSC

MSO

OBJ

OLM

PBL

PCF

Abbreviation

ADM

C5C

CHD

DMC

ESB

GCP

MMS

Stands for

ProNovia SAP PLM Administrator

ProNovia SAP PLM CATIA-V5-Conversion (CENIT)

ProNovia SAP DMS ChangeDoc

ProNovia SAP DocumentManagementClient

ProNovia SAP EasyBrowse

ProNovia SAP PLM ProcessManager Generic CAD Plugin

ProNovia SAP PLM MaterialMasterSupport

ProNovia SAP PLM StructureControl

ProNovia SAP DMS MSOfficeIntegration

ProNovia Object Services

ProNovia SAP PLM ObjectLifecycleManager

ProNovia SAP PLM PRM DynamicBaseline

ProNovia SAP Client Framework


PLC

Introduction

PCM

PLC

PRM

PRL

PBL

SDF

UGC

UTI

ProNovia SAP PLM ChangeManager

ProNovia SAP PLM Client

ProNovia SAP PLM ProcessManager

ProNovia SAP PLM ProcessManager LogisticExtension

ProNovia SAP PLM PRM DynamicBaseline

ProNovia SAP DMS FrameWork

ProNovia SAP PLM UG-Conversion (Marenco)

ProNovia Basic Library

More terms are described in the ProNovia SAP PLM Glossar.

1.4

Symbols in this document

In this document following symbols may be used:

Important or critical hint, to pay special attention to.

Additional information.

BusinessAddIns (BAdi) are available. They are described in the corresponding installation and enhancement manual.

Function protected by SAP authorization.


PLC


2 ProNovia SAP PLM Client

Start of the application

ProNovia SAP PLM Client is started by default with one of SAP PLM transactions /PRONOVIA/PLC1 to /

PRONOVIA/PLCn. These transactions are assigned to the relevant user interface definitions. Eventually transactions related to the former product name /PRONOVIA/PLG1 through /PRONOVIA/PLGn are still used in your company.

The delivery status (usage of the customizing template) defines the following transactions:

/PRONOVIA/PLC1 ProNovia SAP PLM Client

/PRONOVIA/PLC2 ProNovia SAP PLM Client incl. PLM Administrator

Please note the transactions of the ProNovia SAP PLM Client valid for your enterprise. Optionally, transaction codes from the customer’s name space can also be in use.

Please note that the entry of transaction codes from reserved name spaces in the SAP command field must always begin with prefix /N, whereas the entry into the SAP Easy Access menu is required without this prefix.

Entry into the SAP command field:

Entry into the SAP

Easy Access menu:

2.1

User Interface

On its user interface, ProNovia SAP PLM Client provides different screen sections where object types, objects and functions can be selected and data will be displayed. Below an overview of these screen sections and the explanation of the terms used in the following chapters.


PLC


8

1

User interface definition

Defines the objects and their functions, which are available in this definition. One or several definitions are assigned to a transaction.

2

Objects of the user interface

A definition consists of objects for which data can be displayed and functions which can be performed.

Furthermore an object can display structures and usages in a separate section.

3

Object Tab

For every object, one or several tabs can be defined. In these, data is displayed or functions are provided.

Also tabs which directly perform an ABAP report or a transaction can be defined.

4

User data / user sections

These sections are always provided and their content is determined by the user:

Selection:

Arbitrary collection of objects which can be assembled by drag & drop, search operations, etc.. These

Object can then be redisplayed by selecting. A selection can be saved, reloading is also possible by other users.

ProNovia AG, P.O. Box, CH-8180 Bülach

PLC


SAP Easy Access favorites:

If activated, the functions from the SAP Easy Access Favorites are provided here.

Favorites:

Every displayed object can be listed in the favorites list by clicking on icon , and can be displayed again by selection from the list.

5

Function definitions

Functions are defined and displayed over function definitions. These function definitions are then assigned to the relevant tabs.

2.1.1

User Interface Definitions

A Definition defines the available objects and the functions provided for the objects. One or several definitions are assigned to one transaction.

Selection of User Interface Definition

In the ProNovia customizing template, two user interface definitions are available bound to the following SAP transactions.

User interface definition

Standard PLC template

(delivery)

ProNovia SAP PLM

Administrator

Meaning SAP transactions

Standard ProNovia SAP PLM Client: /PRONOVIA/PLC1

Definitions for objects material, document, change master, functional location, equipment and objects of the project system.

/PRONOVIA/PLC2

(old /PRONOVIA/PLG1 and /PRONOVIA/PLG2)

Definitions of the ProNovia SAP PLM Administrator functions.

/PRONOVIA/PLC2

(old /PRONOVIA/PLG2)

Eventually also other user interface definitions respectively SAP transactions are available in your enterprise, e.g.:

Engineering definitions for objects and functions regarding engineering

AVOR definitions for objects and functions regarding section work preparation

The function definitions of the user interface definition „ProNovia SAP PLM Administrator“ corresponds to the functions of the product ProNovia SAP PLM Administrator. For the usage of these functionalities the product must be installed accordingly and must be licensed.

ProNovia SAP PLM administrator allows the manipulation of specific data of SAP PLM objects.

If several user interface definitions are assigned to a transaction (such as /PRONOVIA/PLC2), then the requested user interface can be selected with the function „change of definition“ :


PLC


2.1.2

Objects of the User Interface

A definition consists of objects for which data can be displayed and functions can be performed. Furthermore, an object can display structures and usages in a separate section; see

Structure/Usage

39

. Information on the objects supported in the scope of delivery can be found in chapter

Objects

40

.

2.1.3

Object Tab

For each object, one or several tabs can be defined, in which data is displayed or functions are provided. Tabs which directly perform an ABAP report or a transaction can also be defined.


PLC


2.1.4

User Data/User Section

These sections are always provided (sometimes only if activated), and their content is determined by the user:

Selection list (1)

Arbitrary collection of objects which can be assembled by drag & drop, search operations, etc.. Objects from the list can be redisplayed by selecting them from the list. A selection can be saved, and can be reloaded, also by other users. Details see

Selection List

30

.

SAP Easy Access favorites (2)

If activated, functions from the personal SAP Easy Access Favorites are provided here. See also chapter

Object Independent Functions

13

.

Favorites (3)

Every object displayed can be listed in the favorites list by clicking the icon and can be displayed again with direct selection from the list. See also

Objects to Favorites

26

.


PLC


2.2

Widgets

The left section of the ProNovia SAP PLM Client is reserved to implement socalled “widgets”. Widgets are flexible, task oriented, reusable display sections with object specific and context sensitive functionalities. E.g.

the application ProNovia DocumentManagementClient is completely implemented with widgets.

A widget:

provides information providse content functions can interact with other widgets (within the same ProNovia product) can be displayed individually and user specific (maximize, minimize, restore, close, lock, etc.)


PLC

Operations / Functions

3 Operations / Functions

If a ProNovia SAP PLM Client object refers to another supported SAP object you can jumped directly to the object display with a double-click on the relevant field or single-click on the icon.

With function „last object“ ( / F3) you can return to the object displayed before (multiple times possible).

Nodes can be displayed compressed or expanded using the mouse button.

Originals of documents can be displayed directly over the icon „original“.

PLC supports „drag & drop“. Details see

Adding Objects

34

.

The object key of the displayed object is transferred to PLC functions and SAP transactions executed trough the SAP Easy Access widget directly.

After performing an external function or transaction, the control goes back to PLC,

If a new object (material, document, etc.) is created this will directly be shown in PLC, except the update process needs to much time.

Within a function definition, functions will only be available, if the user has adequate authorization.

3.1

Object Selection / Object Function

Objects in the ProNovia SAP PLM Client can be selected directly in the section „Object”, by selecting the relevant object type and the entry of the object key. The regular SAP search help functions are available. Also see

Adding Objects

34

.

In the object selection several general functions – depending on the object – are available, e.g.:

Create

Change

Display

Search

(List is not complete)

3.2

Object Independent Functions

The basic functions of the ProNovia SAP PLM Client can be activated in different ways:

Function call from the menu (1)


PLC


Function call with Push buttons (2a and 2b)

Function call from the SAP standard context menu (right mouse button, 3). Functions available are depending on the area / object the context menu is executed.


PLC


3.2.1

Personal Settings

Personal settings will influence the behavior and the display.

Settings are listed on the left side hierarchically. Which setting can be changed depends on the current application. Only relevant settings for this product will be listed. Only these settings will be listed.

Settings are saved for user and client.

To change personal settings, select icon or menu Application Personal Settings.

3.2.1.1

General

No confirmation on quit

If activated, no confirmation prompt will be necessary when exiting the program.

Automatic display refresh

If activated, the display will be refreshed automatically and periodically. Changes by other users will become visible.

Automatic refreshing will shortly freeze the SAP GUI, which may also have an influence on other open SAP GUI or external open windows.


PLC


Options for small displays (screens)

If activated, the application tries to optimize the dispay for smaller screens by hiding/showing the the sections on the left side, depending the selected tab.

3.2.1.2

Display

General

Formatting Key Fields

Different format options are available for key fields.

Hide Empty Fields

If active, empty fields will be hidden

Start Document Key with Number

If activated the document keys will be processed, starting with the document key. Else acc. document type, document number, part document, document version.

Material

Show number of plant views / sales views

If activated, also the total number will be indicated, when plant and distribution views are shown.

Document / Object links

Display of Document Version

Defines which document version of the linked document shall be displayed:

Show only highest version

Only highest version of document info record will be displayed.

Show all versions

All linked document versions shall be displayed.

Highest version in validity range

Display of highest version in current defined validity range, which is the highest released one. The overall highest version will also be listed, however in brackets. If no released version can be found in this validity


PLC

Operations / Functions range, the highest version otherwise will be listed. In order to indicate whether this version is released or not, a status icon is displayed, too.

Show Number of Linked Documents

If activated, the number of linked objects will be listed.

Show Object Status of Linked Objects

If activated, for some linked objects also the object status will be displayed.

Classification

Class Display

Selection for display in expanded or compressed version for default class as well as for all classes.

Show Non-Valuated Characteristics

If activated, also characteristics without valuation will be displayed.

Display Characteristic Value

Defines whether characteristic values will be displayed in external format or internal, technical format.

3.2.1.3

Behaviour

Deactivate Single Click (Improved D'n'D Handling)

If activated, all single click actions will be deactivated. In order to execute certain actions, a double click is required.

This setting optimizes the drag & drop handling, because no actions can be triggered accidentally, when handling an object with drag & drop.

3.2.1.4

Structure / Usage

Material

Explosion Sub-Structure with Position Validity

By default the following BOM levels will be exploded with the current validity settings.

If this option is activated the lower-level assemblies will be exploded with the validity of the current BOM position.


PLC


BOM call with change number

Relevant for function "Create BOM", "Change BOM" or "Display BOM" for object material as well as for object document.

The function can be activated via context menu in section "structure / usage" or via relevant function in widget "SAP functions".

If this option is activated, the valid change number (if existing) will be handed over to the BOM maintenance. The following rules are applied:

If this option is activated, then the change number valid at the time (if available) is transferred to the BOM maintenance. Thereby, the following rules are applied:

Always the change number according the document info record will be used: o

For a BOM creation, the valid change number is always proposed.

For display or change:

If the BOM requires no history, i.e. it was never before edited with a change number, then no change number will be proposed.

If the BOM has not been edited with the valid change number, then o no change number is proposed for the display, o the valid change number is suggested on a change a change it becomes the valid change number.

If the BOM has been edited with the valid change number, then it is verified if other changes have been made on the same day or later with other numbers. If so, the change number can be selected. If not, the valid change number is proposed.

The change number is always transferred as a proposal, and can be changed or deleted in the according start dialogue of the maintenance transaction.

Automatic BOM explosion

If activated, the BOM will be exploded automatically (no user interaction required).

Automatic Usage Explosion

If activated, any usages will be automatically exploded.

BOM Usg

Controls which usage shall be exploded automatically in case of an automatic explosion.

Plant

Controls, which plants shall be exploded automatically in case of an automatic explosion.

Document

Automatic BOM Explosion

If activated, the BOM will be exploded automatically (no user interaction required).


PLC


Automatic Usage Explosion

If activated, any usages will be automatically exploded.

Display

View ...

For the display of BOM and usages, different fields can be hidden or displayed.

3.2.1.5

Others

Object Selection

Save selection when ending automatically

If activated the current object selection will be automatically saved when the application is ended.

Sort "selection" automatically

If activated the object selection will be sorted automatically when new objects have been added (by object key and/or object key, description etc.). However the sorting can be always be changed directly in the object selection.

Easy Access

Show Technical Name

If activated, the technical names (transactions) will be displayed with all SAP Easy Access favorites.

3.2.2

Layout Manager

All layouts can be configured customer specifically in the layout manager. Widgets can be added or removed, orders and display states can be changed, widgets can be grouped to tabs.

The layout manager is started with icon or menu Application Layout Manager.

In the central customizing, the general ProNovia SAP PLM Client layout is configured. These settings define the content of the left and right (middle) section, visibility and order can be set user specifically.

Use specific settings can always be reset to default settings.


PLC


The drag & drop functionality can only be used moving widgets. Push buttons are provided to add or remover widgets.

Push Button Description

Add new widget or widget group. All widgets available will be listed in a selection menu.

Removes the selected widget or widget group.

Resets all settings as defined in the customizing.

When changes are made in the central customizing, the combination user and standard settings may result in an incorrect display. In this case, the layout must be reset with this function.

Saves changes to current layout.

Ends layout manager.

3.2.3

Management of Tree Display Layouts

For widgets which are displaying the data in a tree layout with columns, different personal layouts can be managed. Column titles are used for all actions.

Function Description

Change layout

Change column width

The column width left from the separator can be changed when clicking on the separator and moving it.


PLC


Function Description

Change column position

The position of the column can be change when clicking on the column title and moving it to another position.

Context menu functions

Save layout… The current layout settings for this widget will be saved. The layout name can be freely chosen.

A layout with the same name will be overwritten.

Load layout… A saved layout can be selected and the settings will be used.

Set standard layout…

Allows selecting a standard layout which will be loaded for this widget when starting the user interface.

Delete layout…

Allows deleting layouts. The layout to be deleted can be selected in a dialog.

3.2.4

Validity without ProcessManager

Menu entry PLM Client set validity…

Push button

Context menu function

Set validity…

The explosion resp. representation of a structure (e.g. material BOM, document BOM, functional location BOM etc.) is always in relation to a validity range.

The following representations / views in the ProNovia SAP PLM Client are concerned:

ProNovia SAP PLM ProcessManager workbench

ProNovia SAP PLM ProcessManager navigator

Data in the section structure/usages


PLC


With this function the validity range can be defined. The following options are available:

A validity range is saved in the user data of the ProNovia SAP PLM Client, and is readjusted automatically with the next start.

(Highest) validity according object

For the relevant object the actual validity is determined. If several validities are possible (e.g. for several material revisions), then the maximum validity is determined. For objects which do not have a validity the range current date until 31.12.9999 is used. A change of the object also determines the validity again.

Specify validity range

The validity range can be set, and the structures and usages are determined by this date range.

When the validity is set with this option, it remains active until a reset. A change of the object does not influence the selected validity.

Select validity range using object

This option is only active when a material or a document object is displayed.

After selection of this option and confirmation of the dialog selection/ validity for structure explosion, all revisions / versions of the current object are displayed for selection in a popup:

The validity range used afterwards is verified according to the revision / version: Valid from according to the display, valid until = next higher revision / version minus one day. If the current highest revision / version is selected, then valid until will be set on 31.12.9999.

In the example above, by selecting the second line, is would be 29.09.2014 - 2.12.2014.

If the validity is set with this option, then it will remain active until a reset. A change of the object does not influence the selected validity.


PLC


3.2.5

Validity with ProcessManager

Menu entry PLM Client set validity…

Push button


Set validity…

If ProNovia SAP PLM ProcessManager is used and the validity selection is started on a material object, the control will be transferred to the ProNovia SAP PLM ProcessManager which allows a more detailed selection:

After the selection from this dialogue, the following options are used on the other objects:

Options of the group 1 (Max.) validity of the actual object

Options of the group 2 determined resp. recorded validity


PLC


If the selection of the validity range is active via ProNovia SAP PLM ProcessManager active, it will be displayed in a Push button for the validity:

Current Date / Due Date

The validity range is set to current date, e.g. "valid from" equals "valid to" (cutoff date).

3.2.6

Structure On/Off

Menu entry

Push button

Application structure on/off

(on) or (off)

Structure on/off


With this function the entire left section (selection list / structures & usages / SAP Easy Access Favorites) can be shown resp. hidden. Hiding this section may become necessary on workstations with small screens.

Please also note the settings „Options for small screens“ as described in

Personal Settings

15

.

3.2.7

Save

Menu entry

Push button


PLM Client save

Save

Will be displayed and activated dynamically by an object-/tab integration. Data of the relevant program will be saved.

An example is the integration of the ProNovia SAP PLM Object Lifecycle Manager which activates the function

Save in the change mode.

3.2.8

Exit PLM Client

Menu entry Application exit

Push button


Exit

With this function the ProNovia SAP PLM Client is exited. Depending on how ProNovia SAP PLM Client is called, the settings and the number of open ProNovia SAP PLM Client sessions, different dialogs and actions are processed.


PLC


(1) Remark that other sessions are active:

(2) Question if ProNovia SAP PLM Client shall be exited:

(3) Leave ProNovia SAP PLM Client without dialog and without to save any data.

(4) Leave ProNovia SAP PLM Client without dialog and with saving data.

The following matrix shows how ProNovia SAP PLM Client processes the Exit function:

End confirmation inactive End confirmation active

(1) (3) Session control active, another ProNovia SAP

PLM Client session is running.

Session control active, the last open ProNovia

SAP PLM Client is closed.

Session control inactive.

(2)

(1)

(4)

(4)

Remarks:

The numbers in brackets are referring to the list above.

End confirmation is always active if ProNovia SAP PLM Client is called using a transaction code, or if a calling program sets this attribute and the user has not activated option "no confirmation prompt" under

Personal Settings

15

.

The session control is enabled or disabled within the ProNovia SAP PLM Client system settings.

If the session ends with saving the data, various settings are saved (always) and if enabled the object selection will be saved (see

Personal Settings

15

).

3.2.9

Find/Find Next

Menu entry

Find

Find next

Push button


PLC



–

Allows searching a term within the standard ProNovia SAP PLM Client tree views. This is for example the

Selection, the Data and the Function section, or the Structures section. The search term must be entered in a dialog window.

Hints:

The search is processed in the current activated section (section with focus). If the current type of section is not supported, a corresponding message is shown.

Only the data already read into memory is searched. To speed up the initial display of data, some data is only read when a corresponding node is opened, else the data is not available for the search function.

This function works only on ProNovia SAP PLM Client tree views. Data from other applications (in own tabs) are not supported. As an example, the PRM Workbench is not supported.

If a search term is found, the corresponding line is made visible and the position within the line will be marked.

The function "Find next" searches the last entered search term. The search starts at the line, following the one where the search string was found before. If a search term is not found again, a message will be displayed and the last position will still be marked.

3.2.10

Refresh Data

Menu entry

Push button


Edit refresh data

Refresh data

The objects displayed in the ProNovia SAP PLM Client are read in again. This can, for example, be necessary when the validity range or object data in other programs have been changed.

Attention: “Frozen “ widgets will not be refreshed, see also

Structure/Usage

39

.

3.2.11

Add Objects to Favorites

Menu entry

Push button

Edit object for favorites


Object for favorites

The object currently selected in the ProNovia SAP PLM Client is added to the personal favorites list. The favorites list also remains when ProNovia SAP PLM Client has been restarted.

By selecting an object from the favorites list, it will be displayed again.

3.2.12

Load Objects from Favorites

Menu entry

Push button

Edit object for favorites


PLC



Object for favorites

A dialog will appear and from a drop-down list the object which shall be loaded from a favorite list can be selected.

3.2.13

Remove Objects from Favorites

Menu entry

Push button

Edit Remove object for favorites


Remove object from favorites

Currently displayed objects in the favorites list can be removed from the list.

3.2.14

Delete All Favorites

Menu entry

Push button


Edit

None

Delete all favorites

Delete all objects from favorites

Currently displayed objects in the favorites list, can be removed from the list.

3.2.15

Previous Object

Menu entry

Push button


Edit Previous object

Previous object

If several objects have been displayed in the ProNovia SAP PLM Client, this function allows returning directly to the previous object. The function can be performed several times until the first object of the current session is displayed again.

3.2.16

Copy

Menu entry

None


PLC


Push button


None

Copy

This function is available in widgets and in the standard tree display. The currently marked text is copied into the short memory of the workstation (clipboard) and can be pasted in every application which supports this function (Copy & Paste).

In the following example the displayed and marked document key is copied into the fast memory:

3.2.17

Text Maintenance

Menu entry

Push button


None

None

Available in the data section of the object material and document. Also see the relevant paragraphs under

Object Material

40

and

Object Document

43

.

The text maintenance is done in a dialog box (in case of missing authorization or if not allowed acc. to other settings, the texts are only displayed):

If supported by the relevant object, then also a long text can be displayed / maintained using Push button or by double-clicking on the tick-off field LgTextID.

3.2.18

General Widget Functions

The general widget functions are listed below. The display of push buttons depends on the widget an its current state.


PLC


Push button

Description

Fix Content

The content of this widget will be locked. Changes which have been initiated by other widgets will have no influence. Widget document structure / usages will not refresh the listed BOM and usages, after another object was selected.

Release Content

Minimize

The wdget will be minimized

Maximize

The widget will be maximized. All other widgets will be hidden.

Restore

Restores the widget after the minimizing or maximizing function has been used.

Activate data

Filter acc. to customizing definition.

Deactivate filter

Deactivates any data filter.

Show folder

Used in the object selection. Shows objects (foldesr) of the document structure and objects of the file explorer, which have been added to the selection.

Both object types will not be used in the PLC (PCF functionality used in DMC).

Show selection list

Used in the object selection. Shows all objects but folders in the selection list, see Show folder above.


PLC


3.3

Selection List

The selection list is an arbitrary collection of objects which can be assembled by drag & drop, search operations, etc.. These Object can then be redisplayed by selecting. A selection can be saved, reloading is also possible by other users.

The context menu (right mouse button) on an entry in the selection list provides following functions:

3.3.1

Function of Selection List

Menu

Sort

Remove entry

Delete list

Load selection

Description

Sorts the selection list according to one of the criteria acc. to the submenu.

The selection list can optionally also be sorted automatically, see

Personal

Setting

15

.

Removes the marked object from the selection list without any confirmation dialog.

Delete all objects from the list without any confirmation dialog. The selection list is empty afterwards.

Saved selection lists will not be deleted with this function.

Depending on the last loaded selection and the changes to it, the following options are available. After appropriate selection the chosen selection is loaded.

Last saved selection

Last automatically saved selection will be loaded.

Load selection…

The selection list to load can be selected.


Menu

Save selection

PLC


Description

Create selection via file…

Allows the loading of a selection of objects whose keys are saved in a text file. In

Create Selection via File

33

the format of the file content is described.

Import MSC material selection…

Import and display of the material master records which are saved in a

ProNovia SAP PLM Client selection.

Import MSC document selection…

Import and display of the document info records which are saved in a ProNovia

SAP PLM Client selection.

The MSC menu entries are only available if MSC is installed on the system.

Depending on the last selection loaded and the changes to it, the following options are provided:

Last saved selection

Overwrites the last automatically saved selection with the current selection.

Save selection…

Saves current selection, name and options can be specified in a dialog.

Save Selection as file

Save the selection in a file format, the separators are fixed and guaranties an easy import.

Save selection as file for ext.

Save the selection in a file in various formats, the separators can be selected individually.


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Menu Description

Remarks

Personal or general selection lists can be saved.

Personal selection lists can be loaded, refreshed or deleted by the creator.

General selection lists can be loaded by any user. A deletion or an overwriting is only possible by the creator (except with special authorizations).

A selection list is uniquely identified by its description and selection list type.

A selection list can be assigned to a specific laboratory / office, or the usage can be restricted by assigning an authorization group. To set a specific authorization group, the corresponding authorization is checked.

Sort

Delete selection

Send selection…

Sorting of the selection list according to one of the criteria of the sub menu.

A selection list can be selected for deletion. The selected selection list is deleted after a request. Only personal lists can be deleted (except with special authorizations).

Allows sending a PLC selection list to another user using SAPMail. Not the list itself is send, but the identification of the list. Only public lists can be sent.

The list to be send must be selected in a dialog. If the currently displayed election list is valid for the operation, then this list is proposed as default.

Maintain selection types…

Copy

After choosing the list the SAPMail sending dialog will be opened.

By clicking on the object symbol, which is attached to the E-mail, the receiver can directly start ProNovia SAP PLM Client and the corresponding list will be opened. Authorization to a user interface definition which matches the selection list is required.

Calls the maintenance dialog for the selection list types. Requires special authorization.

Copies the selected text (key or description) into the fast memory of the workstation (clipboard). See

Copy

27

.


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3.3.2

Language of the Description

The object description of an object in the selection list is displayed in the login language only if the description is available in this language.

3.3.3

Create Selection via File

If a selection is created via a text file, the content of this file must comply with the format described as follows.

General structure

[<SAP Object type 1>]

<Object key 1>

<Object key 2>

...

<Object key n>

EQUI

IFLOT

MARA

PLKO

PROJ

PRPS

[<SAP Object type n>]

...

If no object type is indicated before the first object, it is assumed that the the objects are of same type as the currently selected object type in PLC.

Supported SAP object types are listed below. The following signs are allowed as separators(</>) for keys with several parts: ; (semicolon), / (slash) or tabulator.

Description Key Object type

AENR

CRHD

DRAW

Change master

Work center

<Change number>

<Plant></><Work center>

Document info record <Type></><Number></><document part></><Version> or

<Type></><Number></><document part> without <Version> the highest version is determined

Equipment

Functional location

Material master

Routing

Project definition

PSP element

<EquipmentNo>

<Functional location>

<Material number>

<Routing type></><Group></><group counter>

<Project number>

<PSP ElementNo>


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Example of a file for creating the selection list.

3.3.4

Adding Objects

Objects can be added in a selection list in different ways

Drag & Drop

SAP Netweaver doesn’t support Drag & Drop before EHP4. In case the ProNovia SAP PLM Client is used as a web based version, no Drag & Drop is possible. See

Adding Objects

34

for an alternative option to include objects in the selection list.

All objects supported by the ProNovia SAP PLM Client can be included in the selection list by Drag &

Drop. Therefore, an object must be selected with the left mouse button, the mouse button must be hold, and released anywhere in the selection list.


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Drag & Drop is only possible if the selection list section is displayed; see

Structure On/Off

24

.

If an object cannot be included in the selection list, then the relevant application which is responsible for the data display does not support ProNovia SAP PLM Client Drag & Drop.

Objects included by Drag & Drop must be dragged into an empty area (below current object) to insert in selection list.

Examples of possible Drag & Drop actions:


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If available the Drag & Drop functionality is also supported in tabs of the product ProNovia SAP PLM

Process Manager (Workbench and Navigator):

Drag-and-drop of structures

If structures are added to a selection list, always all objects in this structure will be added to the selection list. If the head of the structure (tree node) is also an object, the user must choose whether only the object of this node or all sub objects shall be added, too (only objects on level below).


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Instead of Drag & Drop an object can also be added to the selection list by the function "Add to selection" using the context menu.

This is also possible if the selection list is not displayed, see

Structure On/Off

24

.


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Selection of object search

Using the search function of an object (1) the so selected objects can be inserted into the selection list (2).

The object search is available for the following object types:

Material

Document

Change master record

If entries already exist in the selection list, the user will be asked in a dialog whether the current entries in the selection list shall be deleted or the new objects shall be added to this current list:


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3.4

Structure/Usage

The screen section structure / usage displays structures (e.g. material BOM) and usages of the objects, if the object supports it.

Example of a display of a material master record:

If an object is selected from this list, then it will be displayed. Thus, the display structure / usage also changes and the objects of the newly selected object are displayed.

Execption:

This widgets can be “frozen”. Frozen widgets won’t refresh their data. Neither when using function “refresh data”, nor when loading a new object. See also

General Widget Functions

28

.

For BOM's functions to display and edit the objects are provided:


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Objects

4 Objects

ProNovia SAP PLM Client is based on the user interface of the ProNovia SAP ClientFramework (PCF). PCF allows the integration of various objects. For each object, data can be displayed or changed, and different functions can be provided.

With settings and extensions it is possible to configure the provided objects, tabs and functions.

In this chapter the SAP PLM objects supported by ProNovia SAP PLM Client are briefly explained. For details on the implemented objects, tabs and functions, please see also the relevant documentation in your enterprise.

Please also note the hints in

Abbreviations

5

.

4.1

Object "Material"

Structures/Usages

Screen section „Structures/Usages“ displays usages in material -, functional location -, and equipment

BOM, as well as material BOMs of the selected material. The material BOM of the material can be multilevel exploded / displayed. Furthermore, routings assigned to the material master are displayed.

If a bill of material is assigned to multiple plants and / or clients, then this will be indicated with a special icon and in the context menu the function “Display Allocations to Plant” will be available.

Tabs for Object "Material"

Tab „Data / Functions“ provides the main material data and basic SAP functions of the selected material master are displayed.

In the tab „PRM Workbench“ the ProNovia SAP PLM ProcessManager Workbench displays the selected material (if installed).

Tab „PRM Navigator“ displays the ProNovia SAP PLM ProcessManager Navigator for the selected material (if installed).

Tab „OLM“ displays ProNovia SAP PLM Object Lifecycle Manager processes for the selected material which can be edited if required (if installed).


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Objects

Remarks:

If the object is currently locked, then this will be displayed, example:

.

The description of the object management record (text / long text) on the line “OM rec. descr.” can be created, changed or displayed using the corresponding icon.

In the “Revision level / changes“ section, either the object management record description (with an icon to display the full text) or the description of the change master (without icon) is displayed.

Context Menu Function for Data


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Objects

On the nodes of the displayed data additional functions may be available:

Function Valid on node

Maintenance status

Material

Plant entries

Description

Shows the maintenance status of the material master record (overall) or the specific plant:

42

Edit text Material

If any storage views for a plant are maintained, this is also shown for the plant record.

If allowed by settings and authorities, this function calls a text maintenance dialog, see

Text Maintenance

28

.


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Objects

Function

Status change

Assign classes / charact.

valuation

Others

Valid on node Description

Material

Cross plant status

Allows to set a new material status by selecting the new status from a selection dialog. If installed, status selection is made (and restricted) by

ProNovia SAP PLM ProcessManager.

Plant

Classification nodes

If allowed by authorizations, the maintenance of class assignments and valuation is called. The default transaction CL20N for class maintenance is called.

See

Object Independent Functions

13

.

4.2

Object "Document"


The screen section „Structures/Usages“ displays the usages in document -, material -, functional location -, and equipment BOM, as well as any document structure of the selected document. The document structure of the document can be multi-level exploded / displayed.

Tabs for Object "Document"

Tab „Data / Functions“ displays the main document data and basic SAP functions of the selected document.

Tab „Originals“ directly displays the originals in the ProNovia SAP PLM Client for the selected document. The original to be displayed must be selected over the selection list. The system can also be configured so certain originals are loaded automatically. Which application types are possible, resp. are allowed is defined with the settings.

Tab „OLM“ displays the ProNovia SAP PLM Object Lifecycle Manager for the selected document and allows editing (if installed).

Tab „ChangeDoc“ displays the selected document of the ProNovia SAP PLM Change Doc (if installed).

Tab „PRM Navigator“ displays the ProNovia SAP PLM ProcessManager Navigator for the selected document (if installed).


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Objects

44

Remarks:

If another version than the current version is displayed, it will be indicated:

If the object is currently locked, then it will be indicated:

.

Release states are marked in the line document status and in the status protocol with the icon .

If a digital signature has been given for a release status, then this is marked in the status protocol with icon .

The description of the object management record (text / long text) on the line “OM rec. descr.” can be created, changed or displayed using the corresponding icon.

All object types which are linked are displayed, even if this link meanwhile is not available anymore pursuant to SAP-DVS customizing.

Context Menu for Data



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Objects

Function Possible on node Description

Text maintenance

Status change

Document

Document

Document status

If the settings and authorizations allow it, then the document short text, and the long text can directly be maintained over this function, see

Text

Maintenance

28

.

Allows to set the document status using a selection dialog.If installed, status selection is made (and restricted) by ProNovia SAP PLM ProcessManager.

In case a digital signature is required for the status, the status change is processed with standard transaction CV02N, and after the entering of the digital signature, the document must be saved manually.

Digital signatures

Assign classes / charact.

valuation

Line from the status log If a digital signature has been made for one of the recorded status changes, then this signatures can be displayed over this function.

Classification nodes If allowed by authorizations, the maintenance of class assignments and valuation is called. The default transaction CL20N for class maintenance is called.

4.3

Object "Functional Location"


The screen section „Structures/Usages“ displays the usages in functional locations, subordinate functional locations, BOM for functional locations, as well as integrated equipment. The structures can be multi-level exploded / displayed.

Tabs for "Functional Location"

Tab „Data / Functions“ displays the main data and basic SAP functions for the selected functional location.


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Objects

Remarks:

If the object is currently locked, the following message will be shown:

.

4.4

Object "Equipment"


The screen section „Structures/Usages“ displays the usages in functional locations and equipment, subordinate equipment and BOM for the equipment are displayed. The structures can be multi-level exploded / displayed.

Tabs for Object "Equipment"

Tab „Data / Functions“ displays the main data and basic SAP functions for the selected equipment:


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Objects

Remarks:


4.5

Objects "Project System"


In the object selection the project system supports the following objects of the SAP project:

Project definition

WBS element

Standard project template

Standard WBS element

The requested object must be selected accordingly:

.


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Objects

Tabs for object "Project System"

Tab „Overview“ displays the main data for the selected object:

Remarks:

If the object is currently locked, the following message will be shown: .

In the standard scope of supply no functions are provided. Use the Project Builder which directly can be selected over the push-button in the section object.

4.6

Object "Change Master"


This object shows no structures or usages.

Tabs for Object "Change Master"

Tab „Data / Functions“ displays the main change master data and basic SAP functions for the selected change master.

Remarks:

If the object is currently locked, then this will be displayed: .


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Objects

Tab „Objects“ displays objects assigned to the change master resp. changed with the change number.

The objects listed are sorted by object types. The description of the object management record (text / long text) can be created, changed or displayed using the corresponding icon. If objects which are not supported by the ProNovia SAP PLM Client are assigned to the change master, then this is indicated.

Further / not supported object types must be displayed using over the change master record (display change master record -> objects).

Tab „Alternative Dates“ displays the alternative dates and the objects assigned. The display depends on the sorting mode, either sorted after date (year) or sorted after name of the alternative dates.

Tab "OLM" displays the ProNovia SAP PLM Object Lifecycle Manager for the selected change master record.

Tab "PCM” displays the ProNovia SAP PLM ChangeMaster for the selected change master record.


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Objects

Context Menu Functions for Data


Function

Change status

Assign classes / characteristic valuation

Possible on nodes

Change Number

Status ChngNr

Nodes of the classification

Description

Allows setting the status of the change master directly. All status defined in customizing will be displayed for selection.

This list can be reduced by customer specific extensions.


4.7

Object "Routing"


The screen section „Structures/Usages“ displays the material assignments for the current routing.


Tabs for Object "Routing"

Tab „Data / Functions“ displays the main data and basic SAP functions for the selected routing:

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Objects

Remark:

If the object is currently locked, the following message will be shown: .

If for a group more than one group counter exists, then beside the field “Grp.Countr” a push-button will be displayed:


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Objects

Clicking this button all available groups are displayed:

If for a group counter of a group several variants are valid (acc. to „valid from“ date / change number), then all validities are displayed. If several routings are displayed (all group counters and / or several validities) and the functions „Change“ or „Display“ activated, then the routing to be displayed or changed must be selected.



Unlike other objects, object routing does not allow maintenance of the classification, this is only allowed via the object maintenance (restriction through SAP standard in the object routing).

4.8

Object "Work Center"


The screen section „Structures/Usages“ displays the following data:

Hierarchies of work centers. Thereby, a node „Superior“ as well as a node „Hierarchy“ is displayed. The structure of the hierarchy can be multi-level exploded / displayed.

If available, usages of the work center in routings are displayed. In case a work center is used in more than five hundred routings, then the reading is cancelled, and as a last entry of this list an appropriate hint is output. In this case the complete list, if necessary with further restrictions, can be displayed over the function „Usage work center in routings“ (functions reports).


Tabs for Object "Work Center"

Tab „Data / Functions“ displays the main data and basic SAP functions of the selected work center.

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Objects

Remarks:



On the nodes of the displayed data, additional functions may be available:


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Objects

Function Possible on nodes

Description

Assign classes / characteris tic valuation

Nodes of the classificati on


4.9

Object "System"

In the standard definition, only available in the definition ProNovia SAP PLM Administrator. This object has no object key.


This object displays no structures or usages.


Tabs for Object "System"

Tab „Data / Functions“ displays system data and basic SAP functions.

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Objects


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