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AutoPLANT | AXSYS | OpenPlant | PlantWise Wiki How to Generate Reports based on Size with Sequential Numbering System
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    How to Generate Reports based on Size with Sequential Numbering System

    Applies To 
    Product(s): OpenPlant Isometrics Manager
    Version(s): 08.11.09.XXX (SS5) | 08.11.11.XXX (SS6)
    Environment:  Windows 7/8.1/10 (64 bit)
    Area:  Settings/Attributes
    Subarea:  Configuring the BOM and Reports
    Original Author: Kestutis Mitkus, Bentley Product Advantage Group

    Background

    In Report Definition a various report combinations, based on various type of attributes can be configured easily, but each of these reports won't have sequential Components numbering system in BOM.

    In this Wiki article you will find possible suggestions How to Generate Reports based on Size with Sequential Numbering system.

    Case #1

    When Isometrics is generated each component is assigned with its unique PARTID number. PARTID property is a common components grouping and sorting property, which is used in Bill Of Material and PARTID assignment order can be configured in rep_sortgroups.txt file.

    Steps to Accomplish

    1. Open rep_sortgroup.txt file and in the beginning of this file, add additional SORTGROUPs, in order to sort components by setting RULEs based on size. In this example I have added a OWNER Group with rules to sort 8 and above 8 inches Size components and the CONTRACTOR group in order to sort the rest.
      SORTGROUP = OWNER
        HEADER = @                               ------------------------------------------
        HEADER = @                                             OWNER Group
        HEADER = @                               ------------------------------------------
        RULE = IE_TYPE=CT_PIPE|CT_BEND && SIZE1>=8
        RULE = IE_TYPE=CT_FLANGE && SIZE1>=8
        RULE = IE_TYPE=CT_FITTING_TEE && SIZE1>=8
        RULE = IE_TYPE=CT_REDUCER && SIZE1>=8
        RULE = IE_TYPE=CT_ELBOW && SIZE1>=8
        RULE = IE_TYPE=.*VALVE.* && SIZE1>=8
      SORTGROUP = CONTRACTOR
        HEADER = @                               ------------------------------------------
        HEADER = @                                       CONTRACTOR Group
        HEADER = @                               ------------------------------------------
        RULE = IE_TYPE=CT_PIPE|CT_BEND
        RULE = IE_TYPE=CT.*

      Now PARTID numbers will be assigned by using these rules.

    2. For testing purpose we have created one report in report.def file by editing SHP report to include Shop and Field components.
      REPORT = SHP
      # this to include only shop material
          INCLUDE = IE_FIELD=0
          INCLUDE = IE_FIELD=1
          EXCLUDE = IE_TYPE=CT_WELD
          COLUMN = 2: L : PARTID
          COLUMN = 8: C : QUANTITY
          COLUMN = 11: C : SIZE
          COLUMN = 6: C : RATING + SCHEDULE
          COLUMN = 60: W : IE_DESCRIPT
          GROUP  = PARTID
          SORT   = PARTID:N
          SEP    = @ 
          SORTHEADERS = 1      # this is to show SORTGROUP HEADER
          #TEXT = @ ----------------------------------------------------------
          #TEXT = @                       Shop Materials
          #TEXT = @ ----------------------------------------------------------
          Write =
      NODE = 60
      END

      Using these steps we have prepared one report in which all components can be sorted between OWNER and CONTRACTOR groups. Don't forget to comment FIELD and Combi reports.

    3. Save all changes and generate Isometrics to verify the results.

    Case #2

    If there is some special requirements to have some components in different reports then there is possibility to create several reports inside report.def file and combine them to present it in generated isometrics model.

    In this example user had a requirement to:
    " SIZE >= 8” (200), or other specific items (such as Relief Valves), exclude field components, existing components, bolt and gasket, they are belong to OWNER group.
    "SIZE < 8” (200), or not included in OWNER group items, exclude existing components, they are below to CONTRACTOR group.

    Steps to Accomplish

    To achieve users requirement I have created OwnerPipes, OwnerFittings, Contractor reports and combined all them in one COMBI report which is attached to NODE=60.

    1. In OwnerPipes I have included all pipes which SIZE1 >= 8
      REPORT = OwnerPipes
          INCLUDE = SIZE1 >= 8 && EC_CLASS = PIPE|PIPE_BEND
          EXCLUDE = IE_TYPE=CT_WELD
          COLUMN = 4: L : PARTID
          COLUMN = 6: C : QUANTITY
          COLUMN = 11: C : SIZE
          COLUMN = 6: C : RATING + SCHEDULE
          COLUMN = 60: W : IE_DESCRIPT
          GROUP = PARTID
          SORT = PARTID:N
          SEP = @
          SORTHEADERS = 0
      END

    2. In OwnerFittings I have included all components which SIZE1 >= 8, excluded all pipes, bolts and gaskets
      REPORT = OwnerFittings
          INCLUDE = SIZE1 >= 8
          EXCLUDE = EC_CLASS=PIPE|PIPE_BEND
          EXCLUDE = IE_TYPE=CT_BOLT|CT_GASKET
          EXCLUDE = IE_TYPE=CT_WELD
          COLUMN = 4: L : PARTID
          COLUMN = 6: C : QUANTITY
          COLUMN = 11: C : SIZE
          COLUMN = 6: C : RATING + SCHEDULE
          COLUMN = 60: W : IE_DESCRIPT
          GROUP = PARTID
          SORT = PARTID:N
          SEP = @
          SORTHEADERS = 0
      END

    3. In Contractor I have included all components which SIZE1 < 8, all bolts and gaskets
      REPORT = Contractor
          INCLUDE = SIZE1 < 8
          INCLUDE = EC_CLASS=BOLT|GASKET
          EXCLUDE = IE_TYPE=CT_WELD
          COLUMN = 4: L : PARTID
          COLUMN = 6: C : QUANTITY
          COLUMN = 11: C : SIZE
          COLUMN = 6: C : RATING + SCHEDULE
          COLUMN = 60: W : IE_DESCRIPT
          GROUP = PARTID
          SORT = PARTID:N
          SEP = @
          SORTHEADERS = 0
      END

    4. Then I have combined all these reports to present it on ISO
      REPORT = Combi
          TEXT = @                               ------------------------------------------
          TEXT = @                                         OWNER Group
          TEXT = @                               ------------------------------------------
          WRITE = OwnerPipes
          WRITE = OwnerFittings
          TEXT = @
          TEXT = @                               ------------------------------------------
          TEXT = @                                     CONTRACTOR Group
          TEXT = @                               ------------------------------------------
          WRITE = Contractor
          NODE = 60
      END

    5. You can see results in below picture:

    Case #3

    Sometimes there is a requirement to not change assigned PARTID number, but still list required components with additional numbering. This workaround don't requires any ecshema changes, it's enough to use a TICKID property in report.def file.

    In this example User requirement was to list WELD NECK FLANGES without changing its PARTID number.

    Steps to Accomplish

    1. Open same  report.def file and split OwnerFittings report in to two. One to set TICKID for required components and other for the rest.
      REPORT = OwnerFittings1
         INCLUDE = SIZE1 >= 8 && EC_CLASS=WELD_NECK_FLANGE
         EXCLUDE = SIZE1 >= 20 && EC_CLASS=WELD_NECK_FLANGE
         EXCLUDE = IE_TYPE=CT_BOLT|CT_GASKET
         EXCLUDE = EC_CLASS=PIPE|PIPE_BEND
         EXCLUDE = IE_TYPE=CT_WELD
         COLUMN = 4: L : TICKID
         COLUMN = 6: C : QUANTITY
         COLUMN = 11: C : SIZE
         COLUMN = 6: C : RATING + SCHEDULE
         COLUMN = 60: W : IE_DESCRIPT
         #GROUP = PARTID
         SORT = TICKID:N
         SEP = @
         SORTHEADERS = 0
      END
      -------------------------------------------------
      REPORT = OwnerFittings2
         INCLUDE = SIZE1 >= 8
         EXCLUDE = IE_TYPE=CT_BOLT|CT_GASKET
         EXCLUDE = EC_CLASS=PIPE|PIPE_BEND
         EXCLUDE = SIZE1 >=8 && EC_CLASS=WELD_NECK_FLANGE
         EXCLUDE = IE_TYPE=CT_WELD
         COLUMN = 4: L : PARTID
         COLUMN = 6: C : QUANTITY
         COLUMN = 11: C : SIZE
         COLUMN = 6: C : RATING + SCHEDULE
         COLUMN = 60: W : IE_DESCRIPT
         GROUP = PARTID
         SORT = PARTID:N
         SEP = @
         SORTHEADERS = 0
      END

      Don't forget to edit Combi report.

    2. Save changes, generate ISO via OPIM and verify the results

    See Also

    Comments or Corrections?

    Bentley's Product Advantage Group requests that you please confine any comments you have on this Wiki entry to this Comments or Corrections?" section. THANK YOU!

    • Sequential Numbering System
    • TICKID
    • PARTID
    • Reports based on Size
    • OpenPlant Isometrics Manager
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    • Kestutis Mitkus Created by Bentley Colleague Kestutis Mitkus
    • When: Mon, Aug 29 2016 11:16 AM
    • Kestutis Mitkus Last revision by Bentley Colleague Kestutis Mitkus
    • When: Wed, Dec 19 2018 3:08 AM
    • Revisions: 14
    • Comments: 0
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