Product Information Manager : Compatibilities

Access

To get access to the Compatibilities tab, you can use the following options:

• On the Product Search page:
  
  • Click to open the Product Editor on the Master Data tab, then click the Compatibilities tab.
  • Click the icon (next to ) to open the Compabilities tab directly.

• On the Product Preview page:
  
  • Click the icon (next to ) and select the Compabilities option.

Contents

Overview

Compatibilities show that a product is compatible with certain classification groups (which are regarded as specific Models in the automotive industry).

A compatibility may include:

All compatibilities of a product are displayed on the Compatibilities tab of the Product Editor.

Compatibilities tab displays such properties as:

• Compatible with the Model: a model (classification group) the product is compatible with.
• Model Properties: a list of attribute values for the compatible classification group ( Model Properties) separated with a semicolon.

• Compatibility Restrictions: restrictions defined for the compatibility.

• Variant: product variant the compatibility applies to.
• Order No.: compatibility's order number for easier sorting and filtering.

All translatable information on the Compatibilities tab (model description, model properties, compatibility restrictions and variant names) is displayed in the Content Language.

For more info on generic actions see the Common Toolbar section of the Product Editor page.

Add Compatibility

To add a compatibility for the product, click at the bottom of the grid. The Compatibilities modal window opens.

Select a Variant in case the compatibility is applicable to the specific product variant.

The compatibility modal window includes the following sections:

Models section is required for compatibilities. Constraints and Document Links are optional sections.

You can change the order of the entries in the Constraints and Document Links sections by dragging them with the appropriate  icon.

After entering the compatibility information, click to save the data.

Models

Click in the Models section to select compatible models (classification groups) from the Classification Cockpit modal window.

In the Classification Cockpit, select the Classification from the drop-down list in the upper-left corner, then select the check boxes by the relevant classification groups.

Multiple classification groups selection is possible. Clicking the parent group will automatically select all its child sub-groups. The highest level classification groups in the tree are disabled for selection.

During the selection, you can click the classification group name to see its details in the right pane of the Classification Cockpit.

Click to add the selected models.

Click to close the Classification Cockpit modal window without any selection.

Enter the order number for compatible model or models into the Order Number input field to be able to sort the compatibilities in the grid by this number.

To delete a wrongfully selected model, click by the relevant entry.

Constraints

Compatibility restrictions are set in the Constraints section.

To set a constraint (compatibility attribute value) for the compatibility, select an attribute from the drop-down list or using autocomplete in the Attribute ID column.

Enter the constraint value into the Value field. You can also use attribute value editors, which are available for some types of attributes by clicking in the value cell. Available attribute value editors are described on the Attributes page.

Select a Language for a multi-language attribute. If no language is defined for a multi-language attribute, the value will be displayed for all languages.

Select a Status for the constraint, when needed. Available statuses for constraints (Object Class: COMPATIBILITYATTRIBUTEVALUE) are defined on the Statuses page.

Click (for a saved constraint) to view the Audit Info (created on/by and changed on/by details) in a separate modal window.

Click to remove the constraint.

Click to add a new constraint.

Document Links

To associate a document with the compatibility, select a document from DAM (if DAM is installed) or Work Area (if DAM is not installed) by clicking in the Link field.

Select the Type of the document, Language (if the document is language-specific) and Status, when applicable. Statuses for compatibility documents are defined on the Statuses page (Object class: COMPATIBILITYDOCUMENTASSOCIATION).

Click (for a saved document link) to view the Audit Info (created on/by and changed on/by details) in a separate modal window.

Click to remove the association.

Click to add a new document association.

Copy Compatibilities

It is possible to copy a single compatibility or multiple compatibilities within a product or from other products as follows:

• To copy a single compatibility within a product, click by the relevant compatibility.
• To copy multiple compatibilities within a product:
  
  • Select the check boxes by the compatibilities you want to copy.
  • Click  .
• To copy a single or multiple compatibilities from some other product:
  
  • Click and select a product from the product reference search.
  • Select a check box or check boxes by the available compatibilities of the product and click .

In the modal window for the selection of compatibilities to copy, click to return to the product reference search. Click the Cancel link to close the modal window without any action.

Copying creates a fully identical compatibility entry in the grid (including the model assignment, order number, all constraints and documents) which can further be modified as may be needed by editing.

Edit / Delete Compatibility

To edit a compatibility, click under the Actions column of the grid.

The Compatibilities modal window in the editing mode has an additional Audit Info section, which includes created on/by and changed on/by information.

After editing, click to save the changes.

Click  icon to delete a compatibility.

Check the appropriate check boxes in the grid and click  to delete the selected entries.