Filter configurator data by revision rule, effectivity, rule date, and intent

Filter configurator data by revision rule, effectivity, rule date, and intent You can filter configurator data by applying revision rules, effectivity (date or unit ranges), rule dates (like Latest or Date), and intents (such as Manufacturing or Marketing) to view specific configurations and manage product variations effectively. You can filter configurator data by revision rule, effectivity, rule date, and intent. Procedure Find and open the product to be configured and choose Details > Variant Configuration. Note If your configuration analyst has not associated a configurator context with the product, Variant Configuration is not displayed. Click Settings to view the Settings panel. Filter configurator data by revision rule. Content changes can be managed by revising product data. Changes that may necessitate a new revision include addition or removal of components, relationships to other products or assemblies, and changes to properties. You can then apply a revision rule to view the correct revisions of the product data. Similarly, you can apply revision rules to configure the families and features for a particular configuration. The revision rule (as well as effectivity and rule date) in the Settings panel of Variant Configuration only applies to the configurator families and features. For example, a feature may have a specific rule date, and the Settings panel controls whether that feature is available for selection in a configuration. Note The revision rule and effectivity for configuration is separate and independent of the revision rule and effectivity for product data. Rule date is unique to configuration. You cannot view multiple configurations at the same time; if you want to see another configuration, you must apply a different revision rule. Revision rules are predefined by your system administrator, and you select a rule from the list of available rules. To override the default revision rule for the current session: In the FILTER CRITERIA section of the Settings panel, click the current revision and select a revision rule from the resulting Revision Rule list. Note An invalid revision rule is a rule that contains a clause that is not valid for a particular type of object. While both valid and invalid revision rules appear in this list, the system will not let you apply an invalid revision rule. Click Apply. The system refreshes the displayed content to show only content configured in by the selected revision rule. Filter configurator data by effectivity. You can configure configurator data with effectivity. When you apply the effectivity, the features are configured according to the unit range or the date range you specify. The system then shows the features that are in effect for the specified date, unit number or range. You can edit the Cfg0DefaultEffectivity user preference to set the default effectivity. While editing this preference, you can specify date ranges or units. Note This preference is not supported in rich client. Examples: Date Range: YYYY-MM-dd..YYYY-MM-dd (Example: 2023-11-08..2023-11-30 or 2023-11-30..UP) Today: The present date. (Example: If Today is 2023-11-08, it is displayed in the user interface as 2023-11-08..2023-11-09) For more information about setting this preference, see the description of this preference. For information about retrieving a list of preferences, see Where can I get a list of preferences? Only the valid features are displayed in the structure views when you set the default effectivity. Note Your administrator configures the effectivity scheme used by your business by setting the PCA_effectivity_shown_columns preference. This preference can be set to show Effectivity Date, Unit, or Both. You must ensure that the values specified for both Cfg0DefaultEffectivity and PCA_effectivity_shown_columns preferences are in sync. For example, if you set the default value as date range, then the effectivity shown column preference should also be set to date. Otherwise, the system displays a warning and the default value is set. If your site supports date and unit effectivity, both selections are displayed in the Settings panel. To override the default or change the existing dates: In the FILTER CRITERIA section of the Settings panel, click All Dates or the displayed date under Effectivity. Use the calendar to select the desired start date. To set a date range, use the calendar to select the desired end date. Using the pull-down menu, you can select UP (any date after the one specified) or SO (stock out), rather than a specific date. Click Set. To reconfigure the content to match the new date, click Apply. Filter configurator data by rule date. BOM engineers who develop new products typically prefer to use the Latest rule date. That is because the configurator engineer is continuously improving configurator rules or adding new ones, and, therefore, the BOM engineer wants to validate the product against the Latest rule date. Order engineers need to validate the variant rules or variant criteria against the rules that were valid at the time of the order. If the order is already in production, they might not want to apply the Latest rule date. In such cases, Date that is set on the order is used to validate variant rules or variant criteria. The Cfg0DefaultRuleDateForContent user preference specifies the default rule date mode value for the configurator views. By default, it is set to Latest. For information about retrieving a list of preferences, see Where can I get a list of preferences? Select a rule date as appropriate and click Set. Rule date Description Date Sets the rule date selected from the widget. Latest Sets the rule date as the current time on the clock. System Default Sets the rule date as the system default. No Rule Date Sets the rule date as null. To apply the settings, click Apply. Filter configurator data by intent. You can filter out configurator data by specific intent while authoring variant conditions. For example, if you are authoring a bill of materials (BOM), you can focus on features with technical intent. Conversely, if you are looking at a bill of process (BOP), you can focus on features with marketing intent. The configurator administrator defines a business purpose or intent, such as manufacturing, marketing, or technical, to categorize families and constraints. In the Snapshot Intent drop-down list, select the intents you want to filter the configurator data. If configured, you can select the default values such as Manufacturing, Marketing, or Technical or select any custom intents defined by your administrator. The intents selected by default in the Snapshot Intents list may vary according to the configuration set by your administrator. The displayed content refreshes to reflect the filtering for the selected intent. Filtering is applied to all configurator contexts associated with the product. Click Apply. Note If a family is used in multiple configurator contexts, it is recommended that you apply the same intents to that family across all contexts. For example, if the Fuel Type family has Manufacturing and Technical intents in the Car context, ensure that it also has Manufacturing and Technical intents in the Engine context. This consistency helps maintain predictable behavior and simplifies management across your product structures. Make your selections to create a valid and complete configuration and click Save. When you filter configurator data by applying Snapshot Intents, and then save the valid and complete SVR, the system records the specific intent that was applied when the valid and complete SVR was created and saved. This allows you to create multiple SVRs for the same product configuration, with each considered complete but also under different intents. For example, one SVR might be complete for a Technical intent, while another is complete for a Marketing intent. The variant rule text for each SVR reflects only the families and features that participated in the configuration under its specific snapshot intent. The Snapshot Intent column in the Variants tab displays the intent that was used during configuration. If the column is hidden, click Table Settings > Arrange, and add Snapshot Intents from the Available Columns to the Displayed Columns, and then click Save and Arrange. Engineering BOM Management ─ Usage, 2606 Unpublished work. © 2026 Siemens