Code Matching

Code Matching is used in conjunction with Intelligent Serialization (see the chapter on SEQ Substitution) and the reverse part number lookup used in the Quick Search. With a part number generated that represents a particular configuration of a product, a user can type in a part number and that configuration will be displayed.

This saves time for a user when configuring a product because they do not need to go through the full configuration process. If a user had a part number and wanted an almost identical unit with a few changes, this would save time.
Code Matching is where this connection is defined between the part number and the product. This is done by setting up Code Matching within a specific product. This allows the system to do a reverse part number search when the user enters a part number in the Quick Search.
Reverse part numbering is done with the Catalogue Code Generator field of the product. This field can build the part number of the product through the use of attribute values/catalogue codes and static text. For instance, the SMB2 Desktop Computer has this in its Catalogue Code Generator field:
SMB2<*CATCODE(Processor) *><*CATCODE(Memory) *><*CATCODE(Hard Drive) *><*CATCODE(CD or DVD Drive) *><*CATCODE(Monitor) *>
This expression has the static text of “SMB2” to start out the part number. This is then followed by the catalogue code (CATCODE) of Processor, Memory, Hard Drive, CD or DVD Drive, and Monitor. The CATCODE tag pulls the catalogue code for the selected value of the attribute. Figure A shows the manual and Product Setup Wizard method of entering the catalogue code for an attribute value.

Figure A - Catalogue Code Generating

When the software does a reverse search of a part number, it checks if any of the values in the part number are included in the attributes that make up the part number of the product. It does this in the order that the attributes are entered for the part number. For instance the part number SMB2-A3-102422H16-Com5T17 is a result of the dynamic catalogue code generation. To reverse search this part number the software finds the product to check (discussed later how) then checks if there is a catalogue code value for the attribute Processor (<*CATCODE(Processor) *>) equal to -A3. It then moves to the next value and checks if the attribute Memory contains a catalogue code value (<*CATCODE(Memory) *>) equal to -1024. Once all the values of the part number are found, the software opens that product and selects each value of the part number.
Note: The user needs to enter a part number that includes all the attributes included in the catalogue code generator. If they do not, then the system returns that it cannot find a product.

In order for the system to check the attributes of a product, it needs to know which product to look at. This is where Code Matching comes in. Code Matching tells the system which product to look at for a given part number. This is generally the static text used in the product’s part number. For example, in our example above, SMB2 is entered in the code matching for the product. This points the system to that product when a part number starting in SMB2 is searched.
If there is another product with the same static text in the part number, then we would need to enter all the catalogue code values for the first attribute to ensure that this product is unique from the other one that uses the same text. In Figure B we see that we have SMB2 and all the catalogue code values of Processor in order to make this product unique from another product using SMB2. To access Code Matching, choose Products under the Products admin menu and find the product that the serial number will correspond to. Choose the manual definition method and open Code Matching under the Current Product menu. This brings up the screen shown in Figure B.

Figure B - Code Matching Administration

Enter the unique codes that will be used to reference this product. Click Change/Add More Values to add more fields. To delete a reference, select the check box next to it and click the Change/Add More Values button. When finished, click the Finish button. This saves the values and creates the references to the product.

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