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Author of this article

Richard Bussell Richard Bussell Richard joined EPLAN South Africa in November of 2017 as a Product Engineer and he specialises in EPLAN P8 and Pro Panel. He previously worked as a design engineer responsible for quality control. His Diploma in Electrical & Mechanical engineering makes him well adapted to handle any customer queries in the industry. He will soon be looking to get certified on EPLAN Preplanning and EPLAN Fluid to broaden the technical teams’ knowledge base.
27/11/19

EPLAN FAQs: Exporting summarized parts list to Excel

Autor: Richard Bussell Tempo para ler: ata atas

For a smooth process, EPLAN data must be available to other departments like a summarized parts list. Problem: Commercial departments do not have access to the EPLAN system and need data in an Office compatible format. And often at very short notice. Exporting a summarized parts list to Excel, however, is easily created within EPLAN.

You receive a call from Purchasing: You need an itemized parts list in Excel format - as quickly as possible, of course. Probably you or your colleagues from the electrical engineering department have already exported this from EPLAN to Excel. However, non-routine tasks are at best time-consuming and sometimes even completely forgotten. You proceed as follows when exporting.

Exporting parts lists from EPLAN to Excel - this is how it works:

  • Open the Utilities > Manufacturing Data > Export/Labelling dialog box.
  • In the Export Manufacturing Data/Output Label dialog box, click [...] next to the Settings field.
  • Click in the Settings dialog: Manufacturing data export / labeling, New.
  • In the Report Type dialog box, select the Article BOM evaluation type and click [OK].
  • In the New Scheme dialog, enter a name and description and click [OK].
  • On the File tab, select the file type "Excel file (*.xls, *.xlsx, *.xlsm, *.xlsb)" in the File type field.
  • Click [...] next to the Target file box and select a directory and file in the dialog box that appears, or type a name for a new file in the File name box.

Exporting summarized parts list in excel

Exporting summarized parts list in excel_2

The Settings dialog: Manufacturing data export/labeling for exporting summarized parts list from EPLAN to Excel.

Individual output of the EPLAN parts list with Excel: Define the required information

The report type specifies which group of similar information is evaluated for the export/labeling file or external evaluation file. Define header, label, and footer areas: You use the selected format elements to decide which properties are output.

Save the created scheme and confirm the Settings dialog box: Manufacturing data export/labeling with [OK]. To open the file in an external application after output, select the Export and start application option and confirm with [OK].
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