Basic Master data Functions

<< Click to Display Table of Contents >>

Navigation:  Master Data > Functions & Processes >

Basic Master data Functions

General Module Functions

masterdata_general_zoom70

reports

Reporting: Prints report via SQL.

excel

Excel: Export data into Excel. By selecting Excel export (independent of calculation sub-tab) you are provided with a structured calculation overview with several sheets where each sheet represents data from relevant Master data sub-tab. Creating an Excel export always means a potential risk to the company because the file can be stolen. For this reason SpecPDM creates a server log with all exports for tracking purposes.

refresh

Refresh: Reload data object.

save

Save: Save data object.

cancel

Cancel: Cancel action.

Quick access toolbar

The toolbar contains the following features:

Masterdata_Definition_Toolbar

menu_blue_icon

Window options (e.g. minimize, maximize, move, etc.).

search

Opens the Master data Search dialog.

previous next

Navigates to the previous/next Master data object that has been opened. The small drop down arrows open a list of recently opened objects that precede/succeed the currently opened one.

lenkung

Control options.

Sign_History

History of changes.

icoRelated

List of alternative materials, packaging, parent-child relationship, related recipes and declaration of conformity links (see below).

Language selection

Use the drop-down list in the right corner to switch the language of the data objects used in this dialog. This change does not affect the user language (interface) which is to be changed via Administration/General/User → field Interface language.

InspectionPlan_Functions3

Highlighting unspecified values

Recipes can be turned to Master data objects via the Commit to Master data function. The values from all the recipe components are then summarized and transferred to the resulting Master data object, sections Minerals, Nutr. values, Vitamins and Rec. param.. In this case, a situation where one of the summarized components contains an unspecified value (i.e. it is set to N.A.), while the other components contain an accurate number may occur. To indicate that the total value was calculated with at least one of the components' set to N.A. a red highlighting can be applied. This function can be activated or deactivated using a designated program parameter.

masterdata_highlighting_zoom70

Related components

This feature is available via the chain icon icoRelated from the quick access toolbar. In older versions of SpecPDM, these options are available by clicking on the Related Components or Alternative Material button from the tab Definition.

masterdata_basic1_zoom70

This feature enables you to define possible replacements for the material, link them to packaging materials, create a parent-child relationship and display related materials.

Alternative material: Once the material is used in a recipe, one of these alternative materials can be selected to replace it 1:1. This can be done in tab Recipe/Recipe → right-click Replace with alternative material. Click Insert to open the standard material selection dialog. Use the first column to select one from the already added alternative materials and click Remove to remove it. You can specify the type of replacement in column Type. This may be used as a search parameter for a search rule Linked material in module Search.

masterdata_definition_alternative_zoom70

Packing: Contains a list of related recipes and materials. If you used the Commit to Master data function in Recipe/Assignments to create this Master data object, this tab will contain information about the original recipe (violet color), all its sub-recipes (blue color) but you can also manually connect Master data objects using the Insert button (black color).

masterdata_definition_packing_zoom70

Parent and Related recipe: These tabs are related to the Parent - Child feature. You can establish a connection where children objects will inherit attributes from the parent object. For more information about this function, please see Master data/Establish a Parent-Child Relationship.

masterdata_child_zoom70