Configure a session

You can configure a session to save specific filtering and configuration criteria for the product structures. You can retain the applied configurations (like variants and effectivity) and filters, and control the display of excluded or suppressed occurrences.

Sessions are used to save the filtering and configuration criteria applied to a structure. When you open a session, you view the structure as it was previously saved retaining its applied filtering and configuration criteria.

When a new session is created for a structure, objects in the structure are displayed based on the configurations applied prior to creating the session. The status of the following Show… sets a preference. The value of the preference is not saved when the session is saved.

• Show Excluded by Effectivity
• Show Excluded by Variants
• Show Suppressed

You can use these Show… toggles in the Configuration Settings menu to control the display of the structure elements. You can apply any filters on the configured structures as required. The configuration is retained with the filters applied.

When the session is saved, the applied configuration (variant, effectivity, filtering, etc.) is also saved. However, the status of the Show… commands is not saved.

Note

The system will reload the entire structure to reflect the changes in the configuration settings. This is due to the dependency on the BOM and the need to reprocess the entire structure.

Show or hide occurrences excluded by effectivity

When a structure is loaded, all objects including those which are not effective for the specified revision rule are displayed by default. However, you can choose to display only those occurrences that are effective for a specified date, unit, range of dates, or unit numbers.

To show or hide the occurrences that are excluded by the currently applied effectivity, in the work area toolbar, click Configuration Settings > Show Excluded By Effectivity.

Show or hide occurrences excluded by variant

When a structure is loaded, all occurrences including those occurrences which are not configured by the variant are displayed by default. However, a user can choose to hide or show the that are not configured.

To show or hide the occurrences that are excluded by the variant configuration, in the work area toolbar, click Configuration Settings > Show Excluded By Variants.

Show suppressed occurrences

Occurrences in a structure can be hidden by setting the suppress property to True. When a structure is loaded, all occurrences including the suppressed occurrences are displayed by default.

To show or hide the suppressed occurrences, in the work area toolbar, click Configuration Settings > Show Suppressed.