Add class in classification tree - Intergraph Smart Reference Data - Help - Hexagon

This functionality provides you with the ability to create a class at various levels in the CMS classification tree. The functionality can be accessed through the Manage Class > Add Class command available on the shortcut menu of the classification tree view as shown below.

The shortcut key for the Add Class command is F6.

The Add Class dialog box can also be opened by clicking Add Class on the toolbar.

Once you select the Add Class command from the menu or from the toolbar, the dialog box shown below appears.

• Path: This read-only field automatically displays the complete path starting from the root up to the parent node (the selected class) in the tree, where the new class will be added. If no node is selected in the tree, this field is blank assuming that the new node will be added as the root node.

• Root Node: Select this option if the new class must be added as a root node.

• Class Name: Provide a name for the class.

• Ctrl: You can provide the control status for the class in this field. This is an optional field.

• NLS: This field specifies the languages (NLS) that are available in the software. You can enter the short description and description in the selected language(s).

• S3D Data Table: Select a part class sheet to map to a CMS class. The selection list is from the Smart 3D Configuration > Data Tables tab. Smart 3D sheet mapping to a class is unique in a class system; that is, a Smart 3D part class sheet can be mapped to only one class in a class system. This is an optional field.

  When a class is mapped to a Smart 3D sheet, the following mapping is created on the Smart 3D Configuration > Data Table Mappings grid:

  • The item mapping for the selected class system is created if it does not already exist.

  • The Item Mapping value is the first seven characters of the class system name appended with “_” and its ID.

  • The mapping of the Smart 3D sheet and the CMS class is displayed on the Sheet Dependent tab.

  

  The following mapping is also created on Smart 3D Configuration > Data Table Configurations tab when a Smart 3D sheet is mapped to a class:

  • The sheet configuration is created for the selected class system if it does not already exist. The sheet configuration name is same as the item mapping.

  • The sheets that are mapped to classes in the selected class system are displayed in the Sheets section on the Smart 3D Configuration > Data Table Configurations grid.

    

• Supplier: You can link a selected supplier to the class using this field. The supplier can be selected from the Selection list provided, which lists the supplier identification and supplier code. The supplier linked to a class is inherited to the sub-classes. This is an optional field.

• Short Desc: Provide a brief description for the new class.

• Description: Provide a description for the new class.

• Valid Date Range: You can provide the date range within which data modification for idents of the class (including re-classification and additional classification) is permissible.

  • From: This field specifies the date from which the modification of the class idents is allowed. This is an optional field.

  • To: This field specifies the date until which the modification of the class idents is allowed. This is an optional field.

  The valid date range restriction can be overridden by the privilege OVERRIDE CLASS UPD RESTRICTION.

• Date Range Impact: Select an option to control editing and SAP transfer outside the specified date range. You have the following options.

  • None: Choose this option if editing and SAP transfer can occur anytime.

  • No Editing: Choose this option to prevent editing outside the date range. Editing the data refers to editing the fields in the class, for the idents and their values defined for the properties of the class.

  • No SAP Transfer: Choose this option to prevent SAP transfer outside the date range.

  • No Editing and No SAP Transfer: Choose this option to prevent editing and SAP transfer outside the date range.

• Property Data Display Preference: Select the property data display preference for tables and attributes in the Multi Ident View.

  • Table: The following options are available for table data display.

    

    Short Desc: Select this option to display the short description of the table detail in the Multi Ident View. If the short description is null, the table detail code will be displayed.

    TD Code: Select this option to display the table detail code in the Multi Ident View.

    Description: Select this option to display the table description in the Multi Ident View.

    ATTR_CHAR<number>: Select this option to display the UDF (user-defined function) ATTR_CHAR<number> value in the Multi Ident View.

    ATTR_NUM<number>: Select this option to display the UDF (user-defined function) ATTR_CHAR<number> value in the Multi Ident View.

  • Attribute: The following options are available for attribute data display.

    

    Attribute Value: Select this option to display the attribute value in the Multi Ident View.

    Description: Select this option to display the attribute description in the Multi Ident View. If the description is not available, the attribute value will be displayed. In the case of NLS dependent attributes, the description given for the logged in NLS is displayed in the Multi Ident View.

• Key Words: A grid is provided for you to enter keywords for the class. A new keyword should be entered in a new row provided in the grid. Duplicate values for the keywords are not allowed. The keywords entered are stored for the class and will be different for different NLS. The keywords appear in the sequence they are entered.

• Class Dependent Properties: This grid lists the default class dependent properties inheriting from the class system in which you are creating the class. The Value field can be modified to provide class specific values. By default, it takes the value assigned at the class system level. Please note that you cannot add additional class dependent properties here, nor can you remove any property. If you want to do so, navigate to the Assign Properties window once the class is created here.

• Type Mapping: You can map the new class to a Smart Reference Data commodity group, part, or commodity code.

  When type mapping is not selected at the class system level, you can manually set it at the class level by making the following selections:

  • Group: Select this option if you want to map the new class to an existing Smart Reference Data commodity group. On selection, the Code field provided next to this option is enabled and also the Selection list button for this field. On click of the Selection list , you are provided with a list of existing groups in Smart Reference Data. You can select a group to map the new class to that group.

  • Part: Select this option if you want to map the new class to an existing Smart Reference Data commodity part. On selection, the group Code field and the part Code field provided next to this option are enabled and also the Selection list button for these fields. Similar to the Group field, you can first select a commodity group from the Selection list for the Group field, and then you can choose a part defined in that group from the Selection list provided with the part Code field. You can select a part to map the new class to that commodity group and part.

  • Commodity Code: Select this option if you want to map the new class to an existing Smart Reference Data commodity code. On selection, the group code, the part code, and the commodity code fields provided next to this option are enabled and also the Selection list button for these fields are enabled. You can select a commodity group, then a commodity part, and finally a commodity code belonging to the selected commodity group and part. The selection list items are filtered depending upon the selections made for commodity group, part, and so forth.

  • None: Select this option if you do not want to map your new class to anything.

  When type mapping is selected at the class system level, by default, the Commodity Code option is selected for all new classes. The class is mapped to Commodity Code.

  • Group: The commodity group of the part to which the class system is linked is displayed here. This is a read-only field.

  • Part: The part to which the class system is linked is displayed here. This is a read-only field.

  • Commodity Code: When the class is saved, a new commodity code is generated, combining the class code and the class ID. This is a read-only field.

• Unique Key Violation Setting: You can set this option regarding what is to be done when an ident with a unique key violation (ident in a class does not meet all the LUKs defined for the class) is encountered.

  • Continue: Select this option to ignore the LUKs defined for the new class. No validations will be carried out. By default, this option is selected when adding a new class.

  • Warning: Select this option if validation must be carried out before creating the property for the new class.

  • Error: Select this option if the violation must be treated as an error for the new class.

• By default, the software uses the group, part, and commodity code of the parent class for the new class. You can change the group, part, and commodity code in the new class.

• By default, the software uses the Property Data Display Preferences of the parent class for the new class. You can change these preferences in the new class.

• If the new class being added is a root node, the Property Data Display Preferences of the respective class system is used for the new class. You can change these preferences in the new class.

Command Buttons

• Save: After supplying proper values, click this button to add the class in the tree. After successful completion, the software displays a success message and the dialog box closes.

  • When a new class is added to the hierarchy tree, all the global properties of the selected class system and all the properties of its parent class (if any) are associated to it by default.

  • If the maximum character length is set at the class system level, and if the short description, description, or keywords exceed the maximum length, you must correct the number of characters, or else the class is not saved.

• Cancel: Closes the dialog box, canceling the add class operation.