Configuring the accountability check

Configuring the inclusion rules

You can filter the source and target structures before you compare them to limit the number of comparisons required in an accountability check, therefore limiting the scope of the search. The filter mechanism is based on closure rules that traverse the structures and take only those objects specified in the closure rules into consideration for the check.

You may need to create new or modify existing closure rules for your own business use case. The closure rules you create for the accountability check are referred to as inclusion rules and are not available for importing and exporting. You can create and modify closure rules in the PLM XML/TC XML Export Import Administration application.

Note

Expanding a structure based on closure rules also plays a role in which objects are taken into consideration in the accountability check. If you expand using an appropriate closure rule, you may not have to set an inclusion rule when running an accountability check.

All the existing closure rules created for the accountability check begin with Accountability or AC. When creating new closure rules, note the following:

The scope of traversal is Export.
The output schema format is TCXML.
If you want a line in the structure to be considered in the accountability check, set the Action Type entry to PROCESS.

If the Show Unconfigured view options are set to show the unconfigured structure and you want to only consider the configured lines for the accountability check (using closure rules mode), adding the following clause to the existing list of closure rule clauses causes the accountability check to skip the unconfigured lines.

Primary Object Class Type	CLASS
Primary Object	BOMLine
Secondary Object Class Type	CLASS
Secondary Object	BOMLine
Relation Type	PROPERTY
Related Property Or Object	bl_child_lines
Action Type	SKIP
Conditional Clause	SECONDARY.bl_is_occ_configured=="false"

If you create your own inclusion rules for the accountability check, you must add them to the following preferences to have them displayed in the Accountability Check dialog box.

MEAccountabilityCheckSourceStructureExpansionFilterRules

List of closure rules that are displayed in the Accountability Check dialog box.

MEAccountabilityCheckTargetStructureExpansionFilterRules

List of closure rules that are displayed in the Accountability Check dialog box.

You can also set the maximum number of lines to be returned by the accountability check using the preference MEAccountabilityCheckMaximumAllowedLines. If the actual number exceeds the maximum, a printable report is generated and attached to the accountability check target structure.