Administer CPL details
BOM Intelligence users with Group Administrator permissions configure the labels for up to ten CPL attributes. Use CPL custom attributes, custom comments, and other attributes (cost, inventory, comments, quality, manufacturer part status, and datasheet information) to provide employees with particular information for parts.
These custom CPL attributes then appear in various places throughout BOM Intelligence including the View Single BOM: BOM Details tab, in the Manage Custom Layouts for BOM Details page, and in the report template builder.
The URL Attribute field enables you to specify a hyper-link that can be clicked to navigate to a web page using your native browser. The text displays "Link" in the interface. When the cursor is hovered over the term Link, the full URL appears in a popup window. The URL attribute appears in all of the areas in BOM Intelligence mentioned above with the exception of the report template builder.
The default custom attribute labels are defined when the account group is set up and the CPL option is first enabled.
Administer custom attributes for CPL
- In the main toolbar, click
> Custom Attributes.
This menu item only appears if you have administrator rights. - In the left navigation menu that appears, click Custom Attributes > For CPL.
These menu items only appear if you have administrator rights, and if the CPL feature is enabled for your BOM Intelligence implementation. - Using the Custom Attributes for CPL data grid that appears in the main frame, type the desired display label for an attribute, click the Enabled check box that appears to the right of that row, and then click Save Changes in the top-left above the data grid.
Set BOM Import Matching options
Users with Group Administrator permissions can set which CPL matching options appear in the Corporate Parts List (CPL) Match Options pane in the Import a Bill of Materials (BOM) File page when BOM Intelligence users import a BOM. Hiding invalid options simplifies the BOM Import process and ensures success.
- Using the main toolbar, select CORPORATE DATA > Set BOM Import CPL Matching Options.
The Set BOM Import CPL Matching Options modal window appears.
- Select from the matching options, which are visible to users, and whether of the visible options, it is selected by default.
Note that the Default setting for the final option in the list must be selected exclusively, so if it's selected, no other options can be selected for default, and if the Default option for one or more of the other three options are selected, the forth option cannot be selected.
Changes to the Default options do not affect users existing default settings for either previous or future BOMs.
Changes to the Allowed options affect both previous and future BOMs as well as CPL matching options saved to a configuration file.
Where the Group Administrator clears an option that was previously available and was selected by users in a BOM Import Configuration, that association is preserved until the user tries to edit the import configuration, at which point they must update the configuration selecting from the current available options.
- Click Save.