Using Smart Lookup When Creating a User Request

Using Smart Lookup when creating user requests improves productivity by removing the need to navigate to other screens to identify the names of artifacts to include within the request.

To use Smart Lookup, type in an artifact name followed by space, and then type in the @ symbol, optionally followed by one or more characters contained in the value you are looking for. This triggers a list of values for the artifact.

Results are returned with search criteria containing "Starts With" followed by "Contains". For example, assuming the following members for a "Product" dimension within a manufacturing client where the search is "all", the members would be returned as follows:

"All Packaging Products"
"All Products"
"All Tool Products"
"Ball-pen Hammer"
"Halligan Bar"
"Metallized Pouches"
"Pallet Wrap"
"Wallboard Saw"

When you select a value, it is placed at the location of the cursor surrounded by quotes.

The following table lists the searchable artifacts that you can enter in a user request.

Table 14-1 Searchable Artifacts in a User Request

Artifact	Keyword Trigger	Example Input	Example Choice	Example Result
Component	component	@S	Source	component Source
Dimension	dimension	@P	Product	dimension 'Product'
Member 1st Step	member	@P	Product	member 'Product.
Member 2nd Step	member	'Product.B	Bikes	member 'Product.Bikes'
Mode	mode or execution mode	@S	Serial	mode Serial
Model	model	@10	10 Actuals Allocation Process	model '10 Actuals Allocation Process'
Rule	rule	@act	Assembly Activity Assignment	rule 'Assembly Activity Assignment'
Rule Set	ruleset or rule set	@b	Customer Product Region Profitability Calculation	ruleset 'Customer Product Region Profitability Calculation'
Type of Rule	ruletype or rule type	@a	Allocation	ruletype Allocation

Smart Lookup Examples

Example 1

The following example illustrates using Smart Lookup when creating a user request to list the rules in the "10 Actuals Allocation Process" model in the "Activity Costing" rule set with dimension/member "Entity.Machining" in component "Source".

1. Begin by typing list rules in model @, and then select the 10 Actuals Allocation Process model from the pop-up list of available models.

   

2. With the cursor at the end of the request, enter a space, type rule set @, and then select Activity Costing from the pop-up list of available rule sets.

   

3. With the cursor at the end of the request, enter a space, type with component source using member @, and select Entity.

   

4. With the cursor after Entity., select Machining from the list of available members.

   

5. Click to submit the user request.

   The request displayed in the PCM Agent page as follows:

   

Example 2

The following example illustrates using Smart Lookup when creating a user request to add the member "Account.Gearsets" in the "'Manufacturing COGs Related Expense Assignment" rule set.

1. Begin by typing Add Member @, and then select Account from the pop-up list.

   

2. With cursor after Account., type G.

   This brings up a list of all the members that have G in the name. Select Gearsets from the pop-up list.

   

3. With the cursor at the end of the request, enter a space, and type in rule set @, and select Manufacturing COGs Related Expense Assignment from the pop-up list.

   

4. Click (Send), to submit the user request.

   The request is displayed in PCM Agent page as follows: