Adding Data in the Information Section

Context

You can add data in the Information section.

Procedure

  1. To view the model-related information, select Start of the navigation pathINFORMATION Next navigation step Model InformationEnd of the navigation path
  2. To add values to the attributes of the underlying templates, choose Start of the navigation pathINFORMATION Next navigation step Data SheetEnd of the navigation path and perform the following steps:
    1. Choose Edit and enter values for the attributes as defined by the underlying templates.

      You can select the values if codelist are defined for the attributes. You can do multiple selections for datatypes of type String and Date.

    2. You can reorder the attribute groups using Reorder Groups.
    3. If you have not assigned any functional location template while creating the functional location, you can add it later using Add Template. You can add or remove multiple functional location templates.
    4. You can display the alternate unit of measure using Show Alternate UoM.

      You can set the default unit of measurement system in the Unit of Measure Variant under Start of the navigation pathUser Account(icon on the left corner of the launchpad) Next navigation step Settings Next navigation step Unit of MeasureEnd of the navigation path.

    5. Choose Save.
  3. To add functional location information, select the Start of the navigation pathINFORMATION Next navigation step Functional Location InformationEnd of the navigation path tab and perform the following tasks:
    1. Choose Edit and enter the fields as described in the table:

      Field

      Description

      Functional Location Tag Number

      Specify the tag number issued by your organization.

      Technical Identification Number

      Enter the Technical Identification Number for the functional location.

      Long Description

      Enter a description for the functional location.

      UID

      Enter unique identifier.

      Build Date

      Specify the date of manufacture issued by the manufacturer.

      Single Installation

      If the Single Installation field is set to YES, you can assign only one equipment as component under Structure. If it is set to NO, then you can assign multiple equipment to the functional location.

  4. To add business partner information, select the Start of the navigation pathINFORMATION Next navigation step Business PartnersEnd of the navigation path tab and perform the following tasks:
    1. Choose Edit and enter the fields as described in the table:

      Field

      Description

      Source Business Partner Role

      Update the source business partner role, if necessary.

      Operator

      Select the operator.

      Service Providers

      Select the name of the service provider.

      Regulators/Authority

      Select the official who certifies the functional location.

      Insurers

      Select the name of the insurer .

      Suppliers/Dealers

      Select the name of the dealer .

  5. To add Sales Organization Data, select Start of the navigation pathINFORMATION Next navigation step Sales Organization DataEnd of the navigation path tab and perform the following tasks:
    1. Choose Edit and select inputs for the fields as described in the table:

      Field

      Description

      Sales Organization

      Enter the sales organization details.

      Distribution Channel

      Enter the distribution channel.

      Division

      Enter the division.

      Sales Office  
      Salees Group  

      You can also enter the details like planning data, planner group, maintenance plant and maintennce work center in the Planning Data section.

    2. Choose Save.
  6. To add installation location information, select Start of the navigation pathINFORMATION Next navigation step Installation Location End of the navigation path tab and perform the following tasks:
    1. Choose Edit and enter the fields as described in the table:

      Field

      Description

      Object Address

      Enter an address of the functional location and any additional information.

      Contact Person

      Enter the contact person details for the location.

      Geospatial Data

      Specify the latitude, longitude coordinates of the installed location.
    2. Choose Save.