3.1.13.1.9. Setting options for "Make or Buy", "Find suppliers", "Cost mockup"

3.1.13.1. Purchineering 3.1.13.1.9. Setting options for "Make or Buy", "Find suppliers", "Cost mockup"
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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 explanations.

This figure exemplarily shows the setting options for the Cost mockup report.

Select source parts

Select source parts:

in selected directory:
The directory selected in the index tree is already inserted.
Search only for selected line:
That line selected in the table view is used. The call up has to happen via Extras menu and in the opened Part view.

Files in file system:

Via browse button ... select the desired directory.

Note

Selection dialog for not unique import formats:

If there are import formats in the selected directory which cannot be allocated uniquely by there file extension, a selection dialog is displayed.

Activate the checkbox at the correct format and confirm by clicking OK.

include subdirectories
Optionally you can also include subdirectories. If needed activate this option.

Tip
If you don't get a result, the reason is often that the activation of this option has been forgotten!

Search suppliers by

	Note
	This point is only displayed at the "Find suppliers" report.

Geometrical similarity:
Searching for geometrical similarity is the standard case at all reports. At the "Find suppliers" report you can perform a textual search instead or in addition. See next checkbox.
Norm numbers:
A textual search concerning reference statements for standard parts is performed in all available part information.
See Section 3.1.13.1.5, “"Find suppliers" report ”.

Search options

Report name: In the input field, enter the desired name. The name will be displayed as the label of tab.
Search template:
- Standard search: Medium quality and speed
  Default search template for 3D search, which is using the most algorithms.
- Broad search: Less speed
- Search for profiles: Especially suitable for searching profiles, e.g. U-profiles, L-profiles, etc.
- Duplicate search: Not relevant here.
Threshold: Determine the minimal tolerated similarity.

Note
If you don't get results, you have possibly chosen a too high value. Try 70% for example.
Maximum number of search result: Hereby you can limit the displayed results. It does not affect the search itself.

Size-dependent:

	Note
	Only activate the option if you are sure that fingerprints are available for all result lines. Normally this is the case in own part catalogs. In the Standard catalog for example, possibly there are no fingerprints available for all lines so that you will loose useful results. If you load parts into the Part comparison for a detailed examination, there you can still check whether the desired characteristic is available.

Filter mirrored parts: If the option is activated mirrored parts are filtered.

Example: Mirrored parts

Search all source lines which have fingerprints:

If this option is deactivated, the first project line with available fingerprint is taken.

Note

For Cost Mockup Reports it makes sense to activate this option, because price information basically concerns lines and not projects.

Please regard: The activation raises the calculation time significantly.

Show only the best matching result per project:

	Note
	For Cost Mockup Reports it makes sense to deactivate this option, because you want to evaluate all lines.

Note

For the report creation preview images are automatically created.

The creation it relatively time consuming at native catalogs. Please keep this in mind when you deactivate the option, because in that case a preview image has to be created for every line.

Sort by result count:

Price options

	Note
	This option is only displayed at the "Cost mockup" report.

Price column: 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).
Currency: Optionally state the currency.
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.

Custom variables

By clicking on the button Edit custom variables the dialog box Custom variables is opened.

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
	The search itself is not affected by the use of user defined 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":
  The ERP variables of the table are read and shown as proposal in the form of a list selection. 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.
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".
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
Already used settings are saved. In the list field, simply select the variable (combination of variables) to be displayed in the report. When moving the mouse pointer over an entry, all variables with their respective description are displayed in a tooltip.

Tip

Already used settings are saved.

In the list field, simply select the variable (combination of variables) to be displayed in the report. When moving the mouse pointer over an entry, all variables with their respective description are displayed in a tooltip.

Filter for results

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:

Duplicates Report
Make or Buy report
Cost mockup report
Supplier search
Search for unmachined parts

	Note
	The filter affects the result parts, not the search parts.

The functionality is according to the standard search functions:

You can find details on Variables search under Section 3.1.6.4.5, “ Variables search ”.
You can find details on Topology search under Section 3.1.6.4.12, “ Topology search ”.

Search only in preferred rows

It is also possible to create a report based on preferred parts. Therefor activate the checkbox. This is comparable to the activation of the button Preferred rows on/off in the ERP toolbar. Then the report only uses preferred parts.

	Note
	The on/off state of the button Preferred rows on/off in the ERP toolbar is irrelevant for reports.

	Note
	Details on preferred rows can be found under: Section 3.1.7.1.11.4, “Use preferred rows filter” Section 3.1.11.2.2, “ Use preferred rows filter ”

Start the report creation by clicking on OK.

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3.1.13.1.8. Kanban Report	Home	3.1.13.1.10. Icons in "Make or Buy", "Find suppliers", "Cost mockup", "Unmachined / Finished part report"