Manage Selection Lists

In the Master Data workspace, you can use selection lists to set a predefined selection of list items, such as supplier, commodity groups, classifications for tools and fixtures, and purposes.

Open Selection List

You are logged in as a Master Data Administrator.
You are in the Master Data workspace.

In the Explorer ► Selections Lists click on .

Confidence Level,
Supplier,
Commodity Group,
Tool Classification,
Fixture Classification,
Business Unit,
Purpose,
Industrial Sector,
Location
or Labor Group.

The Selection List: XXX tab opens.

In the Master Data ► Explorer ► Selection Lists workspace you can:

Create Elements, manage labels and short labels in multiple languages
Indent and Outdent Elements to edit the hierarchical structure of the list
Move Elements Up and Down to change the displayed order of the combobox in the Details view
Delete Elements

Below you can see the Selection List : Commodity Group as an example where you can manage the commodity groups.

Selection List »Confidence Level«

Selection List »Supplier«

The list items created for supplier are provided in the Calculations workspace of the should cost calculation or overhead rate calculation under Details ► General. There you have the choice to enter the name of the supplier manually or to select already known suppliers, which you have administered via selection lists. Activate the checkbox »Use known suppliers« to select a known supplier from the selection list.

Selection List »Commodity Group«, »Business Unit« and »Purpose«

The list items created for commodity group and purpose are provided in the Calculations workspace of the should cost calculation under Details ► General. This enables you to assign commodity groups & purposes to your should cost calculation to find them more quickly.

You can search for your should cost calculation in queries using the parameters »Commodity Group« / »Purpose«.

Selection List »Tool Classification« and »Fixture Classification«

The classifications created for tools and fixtures are provided in the Calculations workspace at the respective calculation element under Details ► Technical Data.

The classification of tools and fixtures allows you to search efficiently, rather than searching by name. FACTON provides you with the ability to search by classification.

Hint

When creating or editing elements in selection lists, you can decide whether you want to edit the name in one or more languages for each project element.

Further Information ► Multilingual Functionality

Selection List »Industrial Sector«, »Location« and »Labor Group«

The created list items are required as value rule dimensions for determining the values of company-own location factors / overhead rates / wages.

Further Information ► Manage Global Properties

These list items are available in the following Details groups of the Calculation workspace:

Possible		Details view
Industrial Sector	Should cost calculation	Assumptions ► Reference Company
Location	Should cost calculation	Assumptions ► Reference Company
Labor Group	Worker / Setup Operator	General