What s New imos 11.0 & imos Organizer

Transcription

1 Content 1 What s New imos 11.0 & imos Organizer 1 imos imos Manager Edge angle Modify Filter Refresh C-Construction Zoom to object Loft Parts Article Designer Connector detachable through variable Improved visualization of the drawers Modified front panel dialog settings are displayed Favourites for front panel dialog available D Drafting Span Drafting Box Stretching & moving the construction Example Output Associative dimension Cuts Organizer Introduction Starting the imos Organizer... 40

2 Content Interface Structure Project-/ Order structure Menu Header in the main window Explanation of the register Register Content Register Positions Register Header Data Register Customer Data Register Calculation Principle Search Filter settings Available conditions Add filters Data creation Create new project in the organizer Create new order in the organizer Allocate positions to an order Calculation Surcharge calculation Mass determination Output The Design Manager General... 71

3 Content User interface Menu Modifications of the global settings Select article Element Manager Setup Menu Search Hierarchy Principles Properties Creating a new principle Docking dialog Description of the new elements... 83

4 imos / imos Manager 4 1 imos 1.1 imos Manager Edge angle In the profile properties of the imos Manager the value of the edge angle is output now. In this connection the method modify edge angle has also been adjusted to the imos angle functions. Up to imos 11 it was necessary to define the rotation axis (top/bottom) when modifying an angle. From imos 11 only the size of the angle (positive or negative value) must be defined.

5 imos / imos Manager Modify In imos 11.0 the modifications made on an article are automatically recorded now. These can be subsequently edited, deleted or transferred to an order level. If modifications have been made, then these can be called via the button article related modifications after the article on the article level in the imos Manager has been selected Dialog description After calling the function, the opposite dialog appears. All made modifiers are listed in the list. These can be individually selected. If the modifier is marked in front with an article, then only the modifications for the current article in the current order are saved. This means by reinserting an article in the order, the modifier is not inserted.

6 imos / imos Manager 6 Following functions are available: Button Description Explanation Delete The selected Modifier is deleted. After selecting the function, the query appears: Do all modifiers have to be deleted from the selected modifier? This means, for example, if the second entry is selected in the list, then all following modifiers are deleted. Save globally Save order related The modifier is marked with a globus so that the made modifications are always applied to the article no matter in which order. The modifier is marked with a folder so that the made modifications on all articles of this type are applied in this order Undo Modifier Up to now modifications on an article with the same named function could be undone. From imos 11.0 modifications can be undone by selecting the article on the article level in the imos Manager and then the function article related modifications is called so that the described dialog in chapter appears and the respective modifiers can be deleted.

7 imos / imos Manager Delete global saved modifier again For deleting the global recorded modifier on an article without specially reinserting this article in an order again, there is the possibility to call the function article related modifications via the context menu in the Article center. From there you return to the same named dialog and the modifier can be deleted again.

8 imos / imos Manager Filter The Filter dialog in the imos Manager has been redesigned for imos Each function is described as follows New Types The following types (names) can be additionally filtered: Stretchable purchased parts Drilling hole Groove Lineboring Machining group Rectangular pockets Circular pockets Lock pocket Cut faceplates Inner contour

9 imos / imos Manager Saving filter principles It is now possible to save filter principles for the different types. In order to do this, which type (e.g. article, pull or purchased part) has to be selected first to define the filter criteria. Accordingly, the available existing properties change. Then relevant values can be entered or selected for these properties. If these settings are useful to apply again, a name must be entered in filter principle and then save it. If the relevant type is selected in the filter dialog, then the desired one can be selected from the list of the filter principles The use of greater and less symbol for filtering a value It is also possible to filter values with the support of greater and less symbol (<>). For example, should pulls lighter than 0,2 kg be filtered out, then this can be defined with the term <0.2.

10 imos / imos Manager Weight as criteria The weight has been added to different types as a further filter criteria Filter according to MPE parts/ single parts It is possible to filter for MPE parts in the type part. Yes or No can be selected as a value next to MPE parts Filter according to edge angles It is possible to filter for edge angles. Greater and less symbols can also be used here as described in chapter Filter according to profile machining In addition to edge angles, profile machining can be filtered with edges. The applied machining types of the order can be selected via the pulldown menu Filter according to variables It is possible to define in the filter criteria if a variable has to be filtered or a variable with a certain value.

11 imos / imos Manager A precondition restricts further selection If a value is defined with a property, then this condition limits further selection possibilities. Example: In an order the opposite coating top is available and can be selected as a criteria. For instance, if the side panel is selected with part types, then this restricts/limits coatings for selecting and only the coatings are listed applied for side panels in the order.

12 imos / imos Manager Apply filter to For defining, if the selected filter should be applied to the complete order or only to the current selection, then take the pulldown menu in the bottom part of the dialog from imos Result Result fulfils the filter criteria If the option fulfil with filter criteria is activated, all elements, which fulfil the filter criteria, are selected. By default the checkmark is therefore not set here. This means the option is activated. If this option is deactivated, the parts are selected which do not fulfil the selected criteria.

13 imos / imos Manager 13 Attach result to the current selection If this function is activated, it is possible to add a second selection to an existing selection. The second selection can be made without referring to the first selection. The following example explains the procedure. With the first filter all parts of the type drawer front panel from the first order have been filtered out to receive the list in the Manager as shown opposite. With the second filter all connectors are filtered with the name I_drawer_system_086_500_0163. Then the checkmark is set on attach to the current selection next to the results. Thereby, the list opposite appears in the Manager. Adding elements can be optionally continued!

14 imos / imos Manager Refresh C-Construction Now the function Refresh C-Construction has been implemented in the methods of the imos Manager to subsequently adjust modifications on C-Constructions. For example, when modifying the size of a cabinet, the connections of the attached C-Construction are adjusted and updated to the new situation. Now it is not necessary to assemble every cabinet individually. The function is available on part group level and article level if imos detects that it is a C-Construction here. (defined by the article)

15 imos / imos Manager Zoom to object From imos 11.0 onwards, it is now possible to zoom objects selected via the imos Manager. For example, this is helpful, if an element has been filtered out in a large order with a filter and it is not clear where the element is. In order to do this, the context menu has to be called for the element by right clicking and the function zoom to objects has to be selected there. Then the area is automatically zoomed to show where the element or selected elements are.

16 imos / imos Manager Loft Parts In imos hyperparaboloidal parts, so-called Loft Parts, can be created now. It is a part created with 2 bending lines which can be on different Z-levels. A loft part can either be created by picking two lines (polyline, splines etc.) or selecting two part edges.

17 imos / imos Manager 17 The function Loft Part can be called in the imos Manager, if either no element or an article is marked. The function is in the methods in the folder Free Construction. Additionally, the function can be called via the menu via the folder Part Designer \ Free Construction.

18 imos / imos Manager Free generation of Loft Parts After selecting the function, the request appears 1. Select edge curve for the Loft Part => Pick an existing line or edge After that the request appears 2. Select edge curve for the Loft Part => After selecting the second line or edge and confirming the selection, the loft part is generated. Then following settings can be made via the selection window on the left side: Setting Relative position Part type Part definition Part thickness Generate manufacturing data Maintain part thickness Explanation With the relative position you can define if the polyline runs centrically, left or right to the generated part. The type has an effect on the edge allocation as well as the position of the part on the machine. In the Combobox are the last applied part definitions. Via the button next to the entry the Element Manager appears where a definition can be selected as well. The parameter is automatically filled with the thickness of the selected part definition. The thickness can be modified manually. With this function you can define if the manufacturing data for the part has to be generated. If you select Yes here, the value is taken from the field part thickness. Defined in the part definition without reference to the thickness.

19 imos / imos Manager Generating a loft part in an article If a loft part is created when selecting an article, then it is possible to record this loft part as a modifier for the article. This means that if the modification of the article is globally recorded, this article can be optionally reproduced and can be modified in terms of dimensions as well. Consequently, the loft parts can be evaluated in the bills of material.

20 imos / imos Manager Generate model of the loft part A model of the loft part can be generated via Part dimension Quick. A display of the loft part in the 3D machining modus is not possible at the moment!

21 imos / Article Designer Article Designer Connector detachable through variable The definition to set a connector to the previous part or next part can be controlled via a variable now. If a connector to the previous or next has been defined in the Article Designer via the register connection situation, a context menu can be called with a right mouse-click in the value field afterwards.. If detachable through variable is selected there, the variable dialog opens automatically. Any variable of the type number can be selected in the variable dialog. The value of the variables must be either 0 or 1: 0 = Connection situation is not set 1 = Connection situation is set By ending the variable dialog via OK, the value field in the Article Designer is marked with a $- sign. By modifying the variable value, the setting of the connector can be switched on and off now.

22 imos / Article Designer Improved visualization of the drawers The display of the drawers in the Article Designer has been improved to display the interior box and front panel. imos 10.0SR2 imos 11.0

23 imos / Article Designer Modified front panel dialog settings are displayed If settings have been made in the front panel dialog of the Article Designer, then this is displayed in the Article Designer by marking the principal (drawer and doors) red.

24 imos / Article Designer Favourites for front panel dialog available In the front panel dialog favourites for the selection are available for the part definition and the manufacturing information now.

25 imos / 3D Drafting D Drafting 3D Drafting enables to stretch or move parts or complete articles as well. The section free construction in the register Part Designer has to be called Span Drafting Box After calling, the request appears to span the Drafting Box. This box defines the selection of the parts which have to be stretched or moved. After selecting 4 points, the parts in the box are marked. If the Drafting Box has to be modified in its dimension and position later, then this must be marked with the mouse.

26 imos / 3D Drafting 26 Then the box receives 2 Boxgrips (1) to be able to modify the dimension. By clicking one of the grips, the dimension can be modified and if useful the elements in the selection are modified as well. 1 1

27 imos / 3D Drafting Stretching & moving the construction Then the construction can be stretched via the so-called Lollipops (2). In doing so, the parts are displayed in different colours depending on if they are complete or only partial in the selection. Colour Selection Procedure Magenta Part is complete in the selection Part is moved completely Blue Part is partial in the selection Part is stretched Orange Article is complete in the selection The complete article is moved 2 By pulling on one of the lollipops, the construction is accordingly adjusted.

28 imos / 3D Drafting Example The kitchen illustrated below has to be attached to the wall. In order to do this, a selection box is spanned over the complete outer article (orange) as well as parts of the cabinet next to it. Afterwards the right lollipop (3) is marked with the mouse and then the edge of the wall (4). If the offset point is defined, leave the dialog on the left via the OK Button. For defining the offset value, a value can be entered.

29 imos / 3D Drafting 29 Afterwards the following picture of the design appears: The outer article has been completely moved to the wall and the article in the middle has been stretched so far that it fills the remaining space. At the same time a connector scan has been executed and the connectors accordingly adjusted.

30 imos / Output Output Associative dimension Precondition The AutoCAD Systemvariable DIMASSOC must be set on = 2. It is important to save this setting in the drawing template (imos.dwt) General Associative dimension is when the link between geometry and dimension is not only used once (particularly when reading out the measured value from the database by generating the dimension the first time), but remains permanently. The associative dimension is the precondition for automatically adjusting the dimension with subsequent geometry modifications. This means that after an article has been measured and modified in its size, the dimension is automatically adjusted. For example, if a floor plan dimension has been made, then the dimension is marked as an associative dimension in the imos Manager.

31 imos / Output 31 Please note that only the contours are associated here in imos so that only modifications of the outer dimension can be automatically updated Cuts It is possible to dimension cuts associatively as well. Up to now the lines in the background (edges behind the cut level) could not be identified when cutting in imos. This has been integrated for the associative dimension so that it is also automatically selected in the imos Manager when marking a line in the background of the drawing,

32 imos / Output Cuts Performance For optimizing the performance when placing cuts all elements in front of the cut and therefore not visible, are removed from the cut now. In previous versions the nonvisible elements were only hidden but were still in the drawing. That could have an effect on the performance with large orders Create cut If a new cut is created, a dialog for applying a complete article or only single parts in the cut can be defined via the object selection in the imos cut options (see illustration on the left). Further options can be activated via modify settings. These options have been extended with the following settings: Hatching Background lines Hidden lines 2D Symbols By setting and removing the checkmark, the relevant symbols and lines can be shown or hidden in the cut. Architectural elements such as walls can be defined for a cut as well (see chapter Architectural elements)

33 imos / Output Display 2D Symbols Additionally, 2D Symbols can be displayed in the cut drawing now. The 2D Symbols are customized configurable. For example, by displaying 2D symbols, it is possible to identify if the front panels belong to doors or drawers or the applied material can be shown symbolically. door flap drawer

34 imos / Output Display of different variants of the cut display In the following illustrations different variants of cut displays are displayed to make the differences clear! For displaying the surfaces and their name, it is necessary to activate the hatch..

35 imos / Output 35 For displaying the materials and their name, it is necessary to activate the hatch.

36 imos / Output 36

37 imos / Output Architectural elements Architectural elements such as walls, windows and doors are considered when creating cuts and hatching can be allocated to these elements as well now. The hatching for the walls can be defined via the imoswall.pat. These are in the <Library\Pats> directory. Please, note that the corresponding wall is also marked when selecting the elements for the cut.

38 imos / Output Update cut The dialog described in chapter Create cut appears in Update cut as well. After calling the function, the dialog appears with the current settings of the selected cut. Either symbols or names can be removed or added by (de)activating. Additionally, it is also possible to add complete articles or single parts to a cut or to remove them. By adding an article, select article in the object selection and then click on the sign plus and afterwards select the desired article in the drawing. If, a part has to be removed from the cut again, for example, select part in the object selection and then minus and the corresponding part in the drawing.

39 Organizer / Introduction 39 2 Organizer 2.1 Introduction The organizer has been completely revised and its structure fundamentally altered. Now the technical operative part of the order process is emphasized so that the different production processes from purchasing, production up to the delivery can be defined. The advantage of the new imos Organizer is that the entire order handling process can be displayed in one interface.

40 Organizer / Starting the imos Organizer Starting the imos Organizer When starting the imos Organizer, a login dialog appears. The default values for name, password and server are controlled via the settings of the imos.ini. The last applied database is automatically listed under database. The database can be changed via the Dropdown Box. Click on connect to start the organizer with the selected database.

41 Organizer / Interface Interface Structure The new imos Organizer is divided in 3 sections: The toolbar (blue) is in the top section. The order tree (green) is on the left side. The properties to the respectively selected element (pink) are displayed in the main window.

42 Organizer / Interface Project-/ Order structure The orders are displayed in a structure tree. Thereby, it is possible to create new projects and orders and subprojects can be created as well. The orders in turn can be allocated to projects. Projects serve the purpose for the folder structure. If a new project or order is created in the imos Organizer, this project/this order is in turn displayed in imos as well and vice versa. Organizer imos

43 Organizer / Interface Menu The register collection contains following groups and commands: View Function Refresh view Explanation The information is read anew from the imos database and the order tree is updated. For example, this is important after creating a new order in imos with an opened organizer and then displaying it in the structure. General Function New project New order Save Save as Rename Explanation A new project is created in the structure tree. Details to this are in Create new project in the organizer. A new order is created in the structure tree. Details to this are in Create new order in the organizer. Save modifications in the order and in the project. A copy is made for the selected order. Function is only enabled for projects. Orders cannot be renamed! Delete Open in CAD Show content The respectively selected element is deleted. If an order is marked in the structure tree, it is enabled then. Opens the current order in imos. The detail information for the marked order or projects are displayed. Corresponds to a double click on entry

44 Organizer / Interface 44 Position After marking an order with a double click on the tab content and the tab positions is displayed, the group is displayed. Function Add Select picture Delete orderline Modify position Explanation After selecting the command, a menu unfolds with the following available options: New article The Design Manager opens and a new article can be selected. Details are shown in New article and 2.9. The Design Manager. New orderline A new project/row is inserted in the order. This position can be edited within the grid then. Discount A new row/discount is inserted in the order. A VK Complete as well as a VAT in % are defined for this discount. The sum is VK Gross which is then subtracted from the total costs of the order. New text A new row/text is inserted in the order. The entered text is output in the offer list. A preview can be chosen for the selected position. At the same time all image formats can be selected. The marked row is deleted from the order! The function is only available if a Design Manager Article has been marked in the order. After selecting the function, the Design Manager opens and the selected article can be edited. Calculation Function Calculate Explanation The calculation can be manually refreshed. This is useful for modifying data in imos.

45 Organizer / Interface 45 Reports Function Reports Explanation The marked lists from the selection are displayed in a report. Details to this are shown in chapter 2.8 Output. Integration Function Process data transfer Explanation Project information can be transferred to different branch programmes via the process data transfer. The transfer parameter can be configured depending on the branch programme. The tables regarding material- and surface data records are read out with the process data transfer and saved in ASCII-Files. The format definition as well as further settings for controlling the file output is made in equivalent configuration files (\*.CFG). When starting the project transfer, the configuration file is interpreted and a corresponding output file is written. Import Export Function Import Export Explanation Records exported from imos using import can be transferred to the current database. Data from imos can be exported. When exporting, decide whether to do so by data library, project or order. Administration Function Configuration Manager Explanation Configuration Manager can be opened here.

46 Organizer / Interface 46 Help Function Help Information Explanation Here is access to help. Includes the information referring to the Organizer Version Header in the main window The shown information in the header (1) regarding the editor, the commission number, the trader and the order number are from the stored header data of the current selected project or order. The overall costs show the total costs of the project or order. They are determined by the stored calculation principles and the VAT rate from the customer data of the order or orders. 1

47 Organizer / Explanation of the register Explanation of the register Register Content The information for the selected project or order is shown on the register content. Following information is displayed in the grid: Function Order Quantity Costs Explanation Name of the order. The quantity is defined with 1 by default, but can be still manually modified. For modifying the quantity, click in the grid and enter the desired quantity in the blue field. At the same time the overall costs change as well. The costs for an order. The value is calculated from the stored calculation principles and the VAT rate from the customer data of the order. Overall costs The overall costs differ from the costs if the quantity is unequal 1.

48 Organizer / Explanation of the register Register Positions The register positions can be activated by marking an order with a double click on register content. A surcharge calculation is automatically executed for the order. All positions of the selected order are listed in a grid on the register positions.

49 Organizer / Explanation of the register 49 The following columns for the calculation are listed here: Function Meaning Explanation Picture Preview Shows a preview for the position. If a picture has not been defined for the position, then this can be subsequently allocated via the function select picture. Detailed information is in Menu. Position Firstly, an icon is displayed to show if the element is an article, a position, a discount or a text. Following icons are for following elements: Article Position Discount Text Additionally, the position numbers defined in CAD are displayed. Name Short description Name of the element. Freely editable for positions, discounts and texts. Freely editable text field. Quantity The specified quantity can be edited here. However, the quantity change has only an effect on the calculation of the order and not on the quantity in the bill of materials.

50 Organizer / Explanation of the register 50 Function Meaning Explanation Costs The costs include: Material costs + Material overhead costs + Production costs + production overhead costs and ext. production overhead costs OrgSP Sales costs Original Costs + surcharge [%] (profit, percentage, administrative and sales overhead costs, special costs, sales and marketing, trade discount) Discount in % Can be individually adjusted. Discount Value Gross discount OrgSP/100 x discount in % SC Piece Sales cost per item OrgSP discount Total SP Sales cost total Quantity x SP item VAT. in % Value added tax in Can be defined by the customer and individually adjusted. percent Sales Tax Gross VAT SC piece/100 x VAT in % Margin Profit margin (SC piece costs) / costs Gross Price Sales costs Gross Total SP + VAT.

51 Organizer / Explanation of the register Filter Entries still with a filter symbol next to the name can be applied with a filter for the element. For this purpose, click with a left mouse click on the filter symbol and then a filter dialog unfolds.. The content of the dialog depends on the type of the element in the content of the order. In the top window all elements of the current order are listed and filter criteria can be defined in the bottom part. You have the possibility either to set the checkmark in the top part to filter or manually enter filter criteria in the bottom part. If the field is coloured, then the use of capital and small letters are considered.

52 Organizer / Explanation of the register Register Header Data Header data can be freely edited or they are taken from the CAD order. Additionally, the terms of delivery and payment can be defined.

53 Organizer / Explanation of the register Register Customer Data Either the desired data can be selected from the already existing customer data or new customers can be applied via the Element Manager here. The data of the current selected customer are always displayed in the header. For editing the customer data, change to the new Element Manager via the button.

54 Organizer / Explanation of the register Register Calculation Principle The settings of the calculation principle include automatically the surcharge calculation (Register positions). des Either a principle from the pulldown menu or from the Element Manager can be selected. The selected principle can be order-related adjusted. Only the fields from the area surcharge calculation of the calculation principle are displayed on this register.

55 Organizer / Explanation of the register Configure display in the grid The displayed columns in the grid of the different tabs can be configured insofar to define which information should be displayed. In order to do this, the header must be selected with a right mouse click. Then a list with the information appears for displaying it in the grid. All information with a checkmark is displayed in the grid. By a left mouse click on the respective entry, the relevant element can be shown or hidden.

56 Organizer / Search Search Below the menu there is the possibility to search for an order name. There is no difference between capital letters or small letters here. The * serves as a wildcard Filter settings On the right side below the menu there is the possibility to select filter settings. If the function unfolds via the arrow, then it is possible to define search filter on the left side. Via the + a new criteria can be selected so that not only the name be searched but also the properties of the order. Furthermore, different criteria with an AND, OR, negated AND or negated OR connections can be combined. All filter criteria must be fulfilled with the AND-connection. One of the applied conditions must be fulfilled with the ORconnection.

57 Organizer / Search 57 The property to be searched can be selected via the left pulldown menu. The condition can be defined via the right pulldown menu. Then the freely definable value is entered in the text field on the right. Number values as well as text values can be used. Details to this is in Fehler! Verweisquelle konnte nicht gefunden werden Available conditions. All combined together is the filter criteria for the search.

58 Organizer / Search Available conditions Condition Explanation Search result Equal Only one element can always be found because the exact name has to be searched. Unequal All other elements are found as the entered search term. Less than The values can be numerically as well as alphabetically entered here. Greater than The values can be numerically as well as alphabetically entered here. Less or equal The values can be numerically as well as alphabetically entered here. Greater or equal The values can be numerically as well as alphabetically entered here. Contains No Wildcards are allowed to be entered here. Orders are found containing the entered criteria. Does not contain All orders are found which are not found with contain. Begins with The beginning of the search term must be entered -without Wildcard-. Does not begin with All orders are found which are not found with begins with. Ends with The end of the search term must be entered -without Wildcard-. Does not end with All orders are found which are not found with ends with. No wildcards are allowed with the conditions Add filters After calling the extended search, the button add filter is shown. By clicking on it, a filter condition can be defined:

59 Organizer / Data creation Data creation Create new project in the organizer For creating a new project, new project must be selected in the toolbar above. Depending on which level has been selected in the tree structure on the left side, a new project is created then. This means if the function top level order has been selected, then a new project is created in the main directory (variant 1), otherwise a subdirectory is created to an already existing project (variant 2). Then a name can be allocated to the project by typing a name in the blue field. Variant 1 Variant 2

60 Organizer / Data creation Create new order in the organizer For creating a new order, a project must be marked and then the button new order selected. In doing so, a new order can be created below the selected project and then a name can be allocated to the order by typing in the highlighted field. The entry must be confirmed with enter. Orders cannot be renamed afterwards!

61 Organizer / Data creation Allocate positions to an order Elements can be subsequently allocated to an order via the organizer. It does not matter if the order is created via the organizer or via imos. For this purpose, the order must be selected with a double click on the tab content in the large property window. In doing so, the display switches in the property window and the tab positions is displayed.

62 Organizer / Data creation 62 Now the group positions appears in the menu so that it is possible to add articles, positions, discounts and a text to the order New article For adding a new article, select the entry new article under add. Thereby the Design Manager opens and the necessary articles can be selected there. Further details to this are in chapter 2.9 The Design Manager. Then the selected article appears after leaving the Design Managers in the Grid. If the relevant information is saved in the catalogue, then a (preview) picture is displayed for this article in the grid. By moving the cursor over picture, it is displayed enlarged! The costs of the article are calculated from the stored material costs of the inserted parts in the article as well as the production overhead costs and external production overhead costs.

63 Organizer / Calculation Calculation Surcharge calculation The surcharge calculation is displayed via the register positions. The register positions can be activated by marking an order with a double click on the register content. Details to this are in chapter Register Position. The following diagram illustrates clearly how the surcharge calculation is put together:

64 Organizer / Calculation Mass determination The mass determination is equivalent to the calculation material and time in the old Organizer version. By changing to the register, the calculation is directly performed. The calculation is displayed in a report. This report is divided into 2 sections: Material consumption Expenditure of time

65 Organizer / Calculation 65 With the mass determination the pure material costs and the expenditure of time are added together to one price. This calculation type does not depend on the calculation principles Material consumption The material consumption consists of following components: Material (Price/m² x Area) Surfaces (Price/m² x Area) Profile (Price/m x Length) Connectors(Price/Item x Number) SPP(Price/m x Length) Colour principles (Price/m² x Area) Expenditure of time The expenditure of time is calculated from the costs of the cost center and the time of the work steps.

66 Organizer / / Output Output Lists can be output via the function output in the menu. 2 If one or several lists have to be output, then they must be checkmarked in the list (1). Afterwards the generation starts via display preview (2). The lists are output as reports. 1 List types Offer AV-Article overview Explanation For creating an offer for an order or project, a customer, a payment as well as a delivery term must be allocated to it. Supports the AV when planning an order. The list provides a quick overview on which article with the associated position number belongs to the equivalent plan position. Content: Order header Article name Article position Article linfo Article size Serial number AV-Order data Serves as a cover sheet for the bills of material The list provides a quick overview of: Order name Order number

67 Organizer / / Output 67 List types Explanation Delivery date Shipping date End customer Trader Commission Info AV-Order list Purchased parts Contains the purchased parts sorted according to the manufacturers. The list shows which purchased part is required in the respective order and how much the purchased parts cost in individual as well as in total. Additionally, the list also supports the planning and cost control of the order. Content: Order header Quantity Purchased part name Order number Article number Manufacturer Price AV-Control list The control list provides an overview of all including parts with associated edges and surfaces in the order. The list is sorted according to the core material and therefore has the purpose as a support for planning the production process and provides an overview on required core materials, surface material as well as edge materials. Content: Order header Part name Core material Cutting dimensions Surface material

68 Organizer / / Output 68 List types Explanation Surface dimension Edge material FE-Edge list The list shows which edges obtain the equivalent surfaces. Content: Order header Part name Edge allocation Edge material Cutting dimension of the profile Barcode for allocating parts to the order Position number with barcode for allocating parts to the order FE-Cutting list Edges FE- Cutting list Coating The list only shows the information for the edges which have to be cut (solid wood edges). The list is sorted according to the material of the surfaces and displays the cutting dimension of the coating. Content: Order header Quantity of parts Part name Surface material top and bottom Cutting dimension of the surface Barcode for allocating parts to the order Position number with barcode for allocating parts to the order FE- Cutting list Core material The list is sorted according to the material of the parts and displays the cutting dimension of the part.

69 Organizer / / Output 69 List types Explanation Content: Order header Material of the parts Quantity of the parts Part name Cutting dimension of the part Barcode for allocating parts to the order Position number with barcode for allocating parts to the order Complete list Contains the plan position of the article, the position of the parts in the article and a list of the required purchased parts. Content: Order header Article name Part name Position number of the part Barcode for allocating parts to the order Position number with barcode for allocating parts to the order Purchased part name Complete list Material requirement Assembly list Purchased part This list shows (project related) the complete material requirement and is therefore helpful for ordering. Provides a separate list of all purchased parts. For example, it is possible when starting the order to send it to the warehouse so that the purchased parts can be collected together in advance. Content: Purchased part name Quantity of the purchased parts Article number

70 Organizer / / Output 70 List types Explanation Manufacturer Shipping list Defines the shipping sequence by the plan position of the article. Content: Order header Quantity of the articles Article Plan position Size of the article Weight of the article The bills of material can be configured with the help of a free Microsoft Report Builder 2.0!

71 Organizer / /The Design Manager The Design Manager General The Design Manager is a XML based catalog. Here rule based configurations can be made on the included articles before they are transferred to the organizer. The Design Manager can be respectively customized.

72 Organizer / /The Design Manager User interface The Design Manager is divided into three sections: In the top menu bar is the menu bar for calling the desired catalog and the global settings can be modified and you can leave the Design Manager again and return to the imos Organizer. On the left side is the overview of the articles. By clicking the entries, the folders open. Depending on the selected element, the display of the elements changes on the right side. If you have selected an article, the display changes on the right and you can modify the dimension and materials on the right side via the properties Menu Function Settings Load catalog Return to collection Explanation The global settings of the catalog can be defined. Details to this are in Modifications of the global settings. The catalog is a customized adjusted XML stored in the directory <Library>\ XML. It defines the article and parameter displayed on the interface of the Design Manager. Return to the organizer. Thereby the selected articles are inserted in the order.

73 Organizer / /The Design Manager Modifications of the global settings Before the first article is inserted in the order, the global settings for all following articles can be set. This ensures that the body- and front colour as well as pulls and base settings provide a unified picture for the complete order. Click on the button settings to change the view in the Design Manager. The available parameters here depend on the settings of the selected catalog Select article For selecting an article, select the required directory (1) via the tree structure on the left side and then select the desired variant in the main window (2) with a double click. 1 2

74 Organizer / /The Design Manager 74 Now the display changes in the Design Manager. In this window the parameters for the article can be set. The available parameters here depend on the settings of the selected XML.

75 Organizer / /The Design Manager 75 If all parameters (dimensions, materials) for the article have been set, then leave the dialog via execute so that the article can be created and inserted in the order. Afterwards the view changes again and the complete catalog is displayed. If you leave the dialog via cancel, then the article changes to the catalog overview again. However, the article is not generated then and therefore not inserted in the order. If you leave the dialog via return to collection applied., you change directly to the imos Organizer and the settings are not

76 Organizer / /Element Manager Element Manager Setup The Element Manager that s called up from the Organizer has been completely revised and extended its functions. 1 The Element Manager is divided in five sections: 1. Menu 2. Search 3. Hierarchy 4. Principles 5. Properties 2 Details are shown as follows! 4 5 3

77 Organizer / /Element Manager Menu View Function Refresh view Explanation The information from the database is read anew and the structure tree is updated. General Function New folder Save Save as Delete Explanation A new folder is created below the current selected directory. In this folder the principles can be moved then. By clicking once on the button, the modifications on the current principle can be saved. For creating a new principle, select the function save as, enter another element name and save the element by clicking on the small green checkmark on the right next to the element name. By saving the new name, a copy of the principle is created. See also Creating a new principle. The current selected principle is deleted with this function. Close Function OK Close Explanation The Element Manager is closed. The Element Manager is closed with cancel. Modifications are not saved.

78 Organizer / /Element Manager Search Detailed information for search is in chapter 2.5 Search Hierarchy In the hierarchy all elements defined via the Element Manager are displayed. Following elemente have been added in imos 11.0: Report WorkflowCenter o Workflows o Machines o Machining principles o Tools o Type of tools o Global settings Calculation o Calculation principles o Cost center o Operation o Routing o Customer data o Payment Condition o Delivery Condition Detailed information to these elements is in Fehler! Verweisquelle konnte nicht gefunden werden.

79 Organizer / /Element Manager Principles All previously created principles of the current hierarchy level with the directories are listed in the principle window. Then the properties are displayed in the window shown on the right to the current selected principles Properties The displayed properties depend on which element has been currently selected in the hierarchy level. Basically, all properties are divided in groups. For exploding and folding a group, the top buttons or the arrows next to the group can be used.

80 Organizer / /Element Manager Creating a new principle If a new principle has to be created in the Element Manager, then the principle for using as a template must be selected first (1). Afterwards save as (2) must be selected in the menu Then the row for the principle name for editing is enabled (3). Enter the desired name and save the new principle by pressing the small OK Button (4) on the right next to the principle name. The new principle is saved in the same directory as the template principle. It can be subsequently moved into another directory per Drag& Drop.

81 Organizer / /Element Manager Docking dialog The hierarchy structure on the left can be shown or hidden. Following displays are possible: The hierarchy is shown if the needle points to the bottom.

82 Organizer / /Element Manager 82 The hierarchy is hidden if you click on the needle. By moving the mouse over the button hierarchy (circled red in the picture), then the hierarchy structure appears again. The needle must be clicked again (see picture on the right) to dock the dialog again.

83 Organizer / /Element Manager Description of the new elements Calculation The elements of the calculation are required for the calculation in the organizer. Up to Organizer 4.0 these elements were also administered via the Organizer Calculation principle The settings of the calculation principle are included in the overhead calculation as well as the article calculation. Calculation principle Function Comment Set as standard Explanation Freely editable text field. If another principle is not explicitly selected, then this principle is applied for the calculation. Overhead calculation Function Material overhead costs Production overhead costs External production costs Profit Commission Administration and sales overhead costs Explanation Surcharge percentage on the direct material costs. Surcharge percentage on the direct production costs. Surcharge percentage on the production costs. Surcharge percentage on the manufacturing costs. Surcharge percentage on the manufacturing costs. Surcharge percentage on the manufacturing costs.

84 Organizer / /Element Manager 84 Special costs of the sales department Trade discount Surcharge percentage on the manufacturing costs. Discount percentage on the manufacturing costs. Catalog price calculation Function Price from field Explanation The catalog price can be taken for calculating the price with the calculation defined via the Article Designer in imos. In imos 3 prices can be saved for an article. Which of these prices are taken for the calculation is defined by the field price from field. View price fields Function Round up price fields Price fields from Explanation These are the following setting possibilities do not round up prices round up to one unit round up to the tenth unit With the article calculation the column can be defined to calculate the offer price. Overhead calculation Material overhead calculation Catalog price calculation

85 Organizer / /Element Manager Cost center A cost center is the allocation of costs to an operational organisation unit which defines the rates for a production unit. Cost centers are allocated to the organizer work steps. Function Comment Costs Currency Unit Explanation Freely editable text field. Costs per unit. Then the unit can also be defined separately. Currency of the cost center Following units can be selected. The unit has an influence on the costs. per minute per hour per day

86 Organizer / /Element Manager Operations Operations define an operation process. Operations are defined by the allocated cost centers and the entered time. Operations are allocated to a work plan again and then this is allocated to an object via the Catalog Manager. If the operation is the machining type, then this operation is automatically allocated to the imos object containing this machining. This means that the costs for this operation are automatically included in the calculation. Work step Function Type Comment Cost center Explanation The type of the work step is important for the following allocation to the operation. Freely editable text field. Allocation of the cost center.. Calculation factor Time Function Time n The entered value is used as a multiplier for calculating the costs. This factor is multiplied with the costs. Explanation The total time for the work step is the sum of the time. The setup-, process- and share time are added together as well as the calculated time from the formula fields. The time can also be defined via formulas. A list with all placeholders can be called via the button to simplify the definition of the formulas.

87 Organizer / /Element Manager Routing The routings are an arranged level for work steps. routings contain one or several work steps. Imos elements can be allocated on different levels via the Catalog Manager. Function Type Comment Elements assigned to this workplan Assigned opertions Explanation The type of the work plan is important for the following allocation to the imos object. Freely editable text field. Following options are available: Always automatically the work plan is automatically allocated to all elements corresponding with the type of the work plan. Via condition the work plan is automatically allocated to all elements corresponding with the type of the work plan. The allocation is restricted with the set filter below. Individual the work plan is individually allocated to the different imos elements. Click on the small on the right next to allocated work steps to define a work step. In doing so, a new grid appears. In this grid work step can be selected under name via the pulldown menu.