Setup kits
This function is used to create and update a setup kit.
A kit is a complete set, identified by a code, containing all the parameters and management rules and all the data used.
A kit is characterized by:
- a product (for instance Sage X3)
- a list of activity codes
- a list of parameters
- a list of setup elements.
It is necessary to have defined the principal options linked to the kit management:
- the main management options defined by the activity codes (functionalities, localizations) which correspond to the optional management of some data in the base.
Upon activation of a kit in the folder record and construction of the X3 folder, the kit setup will replace the deliverable setup, according to the priority order defined in the deliverable. The objects from the kit will complete the objects that were potentially filtered by the deliverable. A kit may add recordings for an object, but it does not subtract recordings.
Prerequisites
Refer to documentation Implementation
Screen management
Header
Presentation
A kit is defined by an alphanumeric code, to which a set of parameters grouped on different tabs is linked.
Close
Fields
The following fields are present on this tab :
|
|
|
|
Close
Tab General
Fields
The following fields are present on this tab :
Block number 1
| No help linked to this field. |
Close
Tab Options
Presentation
This tab displays the activity codes of Functional and Localization type.
The only possible choice is 'By default'. If a code is subject to licensing in the deliverable but the kit has been bought by the customer, the value defined in the kit will be taken into account when creating the folder. The same applies to the 'not available' value of the deliverable.
Possibility to reload the activity codes of the current folder record: the default value for the activity codes is re-initialized by the value of the activity codes from the folder record (active or inactive).
Possibility to reload the activity codes of a deliverable of the same type: only the default value is replicated identically.
Possibility to reload the activity codes of a kit of the same type: the default value is replicated identically.
If new activity codes with a functional and/or localization type appear for an already defined kit, a message will appear in the kit, at the bottom of the grid. The 'Save' button becomes active in this case.
Close
Fields
The following fields are present on this tab :
Table Activity codes
| No help linked to this field. |
|
|
| No help linked to this field. |
Close
Functions accessed by right click on the grid
Tab Dimensions
Presentation
This tab displays the activity codes of Sizing type.
Possibility to load the sizing activity codes of a deliverable of the same type:
- If the code does not exist, it is added along with its value.
- If the code exists, its value is overwritten.
Possibility to load the sizing activity codes of a kit of the same type:
- If the code does not exist, it is added along with its value.
- If the code exists, its value is overwritten.
Close
Fields
The following fields are present on this tab :
Table Dimensions
| No help linked to this field. |
|
|
|
|
|
|
Close
Functions accessed by right click on the grid
Tab Parameter definition
Presentation
This tab contains the list of the parameters that can be modified for this kit with respect to the
default value defined in the ledger or in a deliverable.
Possibility to load the parameters of a deliverable of the same type (no test on the legislation is carried out):
- If the code does not exist, it is added along with its value.
- If the code exists, its value is overwritten.
Possibility to load the parameters of a kit of the same type:
- If the code does not exist, it is added along with its value.
- If the code exists, its value is overwritten.
Close
Fields
The following fields are present on this tab :
Table Parameter values
|
|
|
|
|
Close
Functions accessed by right click on the grid
Tab Setup elements
Presentation
This tab displays the setup elements filtered for a kit.
They are associated with a data template of patch type, flagged 'Deliverable definition'.
To add lines in the first grid, use the right-click option 'Selection of a new template'.
To add lines in the second grid, use the right-click option 'Selection of the current template'.
The 'Invalid' column is only visible on setup elements that are no longer coherent, for instance in case of a data template that no longer exists. In that case, the 'Selection for the current template' option can not be accessed and the only possible choice is to delete the line concerned. It is also possible to select the option 'Invalid line deletion' in the tool bar. This option will delete, upon confirmation, all the lines with invalid setup elements.
Close
Fields
The following fields are present on this tab :
| No help linked to this field. |
|
|
|
|
| No help linked to this field. |
|
|
| No help linked to this field. |
|
|
|
|
Close
Functions accessed by right click on the grid
Specific Buttons
Menu Bar
Options / Verifications / Check kit consistency
This option will launch the verification and generate a log for all active kits.
Options / Actions / Invalid line deletion
This option will delete, upon confirmation, all the lines with invalid setup elements.
Selection and loading
Loading values from a deliverable
Presentation
This selection can be launched in the 'Options', 'Dimensions' or 'Parameter definition' tabs.
It displays the deliverables of a same type, and allows to select one.
Close
Fields
The following fields are present on this tab :
Table
|
|
|
|
|
|
|
|
|
|
|
|
Close
Loading values from a kit
Presentation
This selection can be launched in the 'Options', 'Dimensions' or 'Parameter definition' tabs.
It displays the kits of a same type, and allows to select one.
Close
Fields
The following fields are present on this tab :
Table
|
|
|
|
|
|
|
|
|
|
|
|
Close
Data template selection
Presentation
This selection can be launched in the first grid of the 'Setup elements' tab.
Close
Fields
The following fields are present on this tab :
Template
|
| No help linked to this field. |
|
|
|
Criteria
|
|
|
Table Elements
|
|
Close