Product Context Menu

Product structure

General

The top article is the article the structure of which is to be displayed.

Removes the marked element (in this case the top article) from the view.

The marked item in the product structure will be set to "In progress". This is only possible for the current revision of an assembly; for older revisions a corresponding message will be displayed.

Unlocks the previously locked, edited item and applies the changes.

Unlocks the previously locked, edited item, but without applying the changes.

Opens the article detail window with its editing functions.

Opens the article detail window in the editing mode (analogous to the Enter article dialogue). Article attributes can be changed there. Confirm and close the window with OK.

Displays the detail window for parts with its editing functions.

Allows you to change the usage attributes (e.g. Quantity per item).

Allows you to load an older index of the article into the product structure.

Adds the marked object(s) to the Favourites window.

Assignments

Removes the marked object from the product structure.

Input

Use these functions to select articles from the database or add new articles in order to assign a usage attribute.

Enter item (via Find article) enters articles from the database via the Find article mask; Enter item (via Enter article) allows you to enter a new article via the article data input mask. For both functions you can specify in the usage attribute window whether the article is a spare part. To view the usage attribute of an article, mark it and select Show item. To change the usage attribute of an article, mark the article and select Edit item.

Creates a copy of the item with new article master.

Output

When you output the product structure as a BOM to the ReportManager, you are enabled to configure the BOM, assign various sorting criteria and export to different formats, e.g. Excel, HTML.

Opens an additional window, allowing a comparison of several product structures.

Creates a new document will be created, to which the product structure will be saved as an RM3 file. The document data input mask will be displayed.

This function enables you to update data in an existing document. The document search mask will be displayed.

When you activate this function a dialogue will be displayed in which two product structures are juxtaposed.

If so-called HDE reports have been defined, use this function to call them for the desired HELiOS object. If only one report exists in the system, it will be called instantly; if there are several reports, a selection dialogue will be displayed.

If no reports exist for the corresponding object type, an appropriate message will be displayed.

In this context, please also read the Notes on Configuration of HDE Reports.

Edit

Enables you to cut a product in order to paste it in a different location.

Enables you to copy a project in order to paste it in a different location.

Use this function to paste a product that had been copied to the clipboard. After Cut/Copy &Paste of the product with Drag & Drop the "new" product will be marked and active.

When copying or moving a sub-product to the main product by Drag & Drop, the project can be placed at the end of the product tree or in the empty space to the right. A confirmation query will be shown before the final modification is made.

View

Use this function to update the product structure after a modification if this has not happened automatically. This process will, for example, , be necessary, after Cut and Paste.

Use this function to specify the icon size in the product structure. The current size is indicated by a point.