Option 1.4. Use a Criteria Set as a Range Source

About this task

Important: A criteria set includes either a range or query as the range source in its definition. Therefore, you must have at least one range source defined before you create a criteria set.

A criteria set can:

Filter an item by one of any of the following:

  • Standard attribute
  • Extended attribute
  • Attribute expression.

Be very useful when there is one important requirement.

Example

Your factory:

  • Needs to identify all of the accepted orders that include a 19" monitor.
  • Creates a criteria set for 19" monitors for a range that includes the regions that contain accepted.

The criteria set filters all orders in the range so only those with 19" monitors pass through.

The filtered set can now be used for whatever you need to do, e.g. stop all of the orders with 19" monitors.

Steps to select a query as a source include.

1 Open the P1 dialog box.
2 Use P1 dialog box features.
3 (Optional) Use Criteria Sets browser features.
4 (If an existing criteria set is not acceptable) Configure the criteria set.
  1. Open the P1 dialog box, and then double-click Set Criteria Name in the function block.

    A P1 dialog box opens. The P1 dialog box provides you with the Browse, add and editing options that other RCO function blocks offer.

  2. Use P1 dialog box features.

    Do any of the following through the P1 dialog box.

    Option P1 Dialog Box
    Criteria Set Name

    Identifies the criteria set to:

    Use in the block.

    Be edited if Edit is selected on the popup menu.

    Browse buttons Opens the Expression Browser
    Popup Menu button Displays the popup menu
    Selections are:
    New

    Opens a New Expression dialog box.

    1. Enter a name for the new query.

    2. Click OK.

    Opens the Expression Editor.

    Edit Opens the Expression Editor for a query that is entered in the Solve Name field.
    Browse Opens the Expression Browser.
    Recent named queries Uses the named query that is selected in the list.
    OK Closes the P1 dialog box; displays the named query as the parameter value.
  3. (Optional) Use the Criteria Sets browser.

    If you opened the Criteria Sets browser you can use the buttons to do any of the following.

    Button Description
    OK Closes the Criteria Sets browser and enters the selected range into the Criteria Set Name field in the P1 dialog box.
    Cancel Closes the Criteria Sets browser without selecting a range.
    Add Opens a new Criteria Set Editor dialog box.
    Edit Opens the Criteria Set Editor dialog box for the selected range.
    Delete Deletes a selected criteria set.
  4. To configure the criteria set, enter or edit the criteria that to select a group of items in a selected range in the Criteria Set Editor dialog box.

    Example:

    Blue computers frequently have to be separated out from other colors.

    The orders can go through the early evaluation steps.

    A criteria set for the COLOR blue in the MASTRBLEND range can single out blue orders, when necessary, before they go into the $OM_PLANT_BLND region.



    Field Description
    Name Criteria set name.
    Range Range that the criteria set will filter.
    Hold name

    Second filter criteria. The filter order is as follows.

    1. Only the criteria range and, if specified, the location pass through the filter.
    2. Of the Items the pass through the first filter, only items that are included in the named hold remain.

    Hold blocks include:

    Apply Hold to Range Holds all items in an entire range.
    Apply Hold to Item Holds an item at a particular location in a specified region.
    Location

    (Optional) Items in the selected location are filtered out.

    Location can be defined as:

    Location number

    Location code for a sequence of locations within a region.

    The selected location is included if RSA finds it in any region/location included in the range. If the location is not in the range, this criterion is ignored

    Note: Location 0 specifies the first location in a region.

    Item Data Description
    ID

    (Optional) Item ID to filter out all items except for the item you specify.

    Fields to leave blank when ID is filled in:

    Expression.

    All other Item Data and Attribute Data fields, unless your logic specifically requires them.

    Expression

    (Optional) One or more characters that define a sub-string expression.

    Items with an Item ID that includes this sub-string are included in the range source list.

    Fields to leave blank when Expression is filled in:

    ID.

    Type

    (Optional) Item Type ID of the items to include within the range source list.

    Other item types are filtered out.

    Example

    Select the item type, ORDER.

    Items that are PRODUCTION item types are filtered out.

    Class (Optional) Class of items to include within the range source list.
    Attribute Data Description
    Name

    (Optional) Name of a standard or extended attribute. Items that have this attribute are included in the range source list.

    Fields to leave blank when Name is filled in:

    Name Expression.

    Name Expression

    (Optional) One or more characters to define a sub-string expression. Items with a standard or extended attribute with a name that includes this sub-string are included in the range source list.

    Fields to leave blank when Name Expression is filled in:

    Name.

    Value

    (Optional ) Attribute value. Items that have any standard or extended attribute set attached to this value are included in the range source list.

    Fields to leave blank when Value is filled in:

    Value Expression.

    Value Expression

    (Optional) One or more characters that define a sub-string expression.

    Items with a standard or extended attribute set attached to the value expression that includes this sub-string are included in the range source list.

    Fields to leave blank when Value Expression is filled in:

    Value.

    Criteria Set Point ID

    (Optional) Text point.

    Stores a dynamically changeable name for the Criteria Set.

    Supercedes Criteria Set Name.

  5. Click OK. The P1 dialog box opens with the criteria set in the Criteria Set Name field.
  6. Click OK.

    Result: The named query displays as the value for the Range Name parameter.

    Important: Selecting a range or region is required for any criteria set that you intend to select for the Set Source Criteria Set function block.

    Result: The new criteria set displays as the parameter value and is added to the list of existing criteria sets.