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 Visual Instance Planner


Technical Data

Technical Name of Business Function


Type of Business Function

Enterprise Business Function

Available As Of

Enhancement Package 6 Service Pack 15 for SAP ERP 6.0

Enhancement Package 7 Service Pack 08 for SAP ERP 6.0

Technical Usage

PLM Core

Application Component

PLM, Visual Enterprise Planner(PLM-VEP-VIP)

The purpose of this solution is to improve existing visual instance planner solutions by introducing new visually supported functionality.

This solution shall satisfy the following high-level requirements:

  • Assigning geometric instances automatically to the product structure

  • Displaying and changing object dependency from the product structure

  • Locking objects to avoid inconsistency at the time of nodes being added, edited, or deleted

  • Searching for a document either by providing document details or by selecting a document structure from the linked documents


  • You have installed the following components as of the version mentioned:

    Type of Component


    Software Component

    For EHP6 SAP_APPL 606

    For EHP7 SAP_APPL 617


Auto Assign Function


You have maintained the metadata in the 3D model and the attributes on the PSM structure which you want to use as an identifier to automatically create variants and instances in the Customizing activity Settings for Visual Instance Planner under Start of the navigation path Cross Applications Next navigation step Logistics - General Next navigation step Product Lifecycle Management (PLM) Next navigation step Visual enterprise Generator Next navigation step Visual Instance Planner End of the navigation path

This function allows you to assign geometric instances automatically to the product structure. On the launch of VIP, document structure is loaded with metadata in the source panel and PSM structure is loaded with variants, instances, and characteristics assigned at Product Item level in the target panel. When you choose auto assign button, variants and instances are created for the PSM structure automatically depending upon the following criteria:

  • If there is classification data present in the 3D model and classification data present at the Product Item level, the variants and instances are automatically created for matching classification values.

  • If PSM variants are present with materials assigned, then that material can be used as an identifier to apply instance assignment.

Maintaining Object Dependency

You can display, create, or change object dependencies for variants and variants and geometric instances in the Dependency Maintenance Tables.

In the table, you specify which characteristic values are relevant for selecting an item variant. You can create the dependency maintenance table for product item variants of one product item, or for the product item variants of multiple product items (only if it is maintained at product family node).

Locking Objects

Lock objects are used to avoid the inconsistency at the time of nodes being added, edited, or deleted. When you move a node from the source panel to the target panel, the write lock on the node doesn’t allow any other user to add, edit, or delete the node.

Search Document for Planning

You can search for a document in either of the following ways:

  • By providing document details on the “Search Document” tab page.

  • By selecting a document structure from the linked documents that are listed in the “Linked Documents” tab page.

The new document structure will be loaded in the Source Panel of the Visual instance Planner.