Assign Non-Drawn CU Types to Non-Drawn CUs

Once you have your Non-Drawn CU Types created, you can assign them to actual Non-Drawn CUs.

IMPORTANT: Non-Drawn CU Type is a required field.

If you are implementing the application for the first time, establishing the Non-Drawn CU Type is part of the initial implementation process. The Type is included during CU migration.
If you are an established customer, these topics are particularly important, as they describe how to associate the Types with existing Non-Drawn CUs that do not yet have a Type. Once you are comfortable with the process by assigning some Types individually, the Assign in Bulk will be valuable to get your Non-Drawn CUs fully configured.

Assign Individually

If you only need to assign a handful of Non-Drawn CU Types, then you can accomplish this quickly within Solution Center. To do so, follow these steps:

In Solution Center, click Designer > Catalog > Compatible Unit
Use the Search field to locate the Non-Drawn CU that requires the Type. In this example, “drone” produced one match.
By Non-Drawn CU Type, use the drop-down to assign the appropriate Non-Drawn CU Type.

NOTE: If you do not see the Non-Drawn CU, you may be viewing a Drawn CU. The Type is only available for Non-Drawn CUs.
Click Save.
Repeat for other Non-Drawn CUs, as needed.
When you are finished, in Designer > Catalog > Catalog Cache, click Update Cache for Compatible Units and Macro Compatible Units.

The end user is now able to filter by the Non-Drawn CU Type in the CU Search, which could quickly reduce a list of potentially thousands of Non-Drawn CUs to a manageable number.

Assign in Bulk

If you have numerous Non-Drawn CU Types to assign, using the Export and Import functionality is the way to go. When you run an Export for your Compatible Units, notice there is a column devoted to Non-Drawn CU Types:

Thus, you can populate the Non-Drawn CU Types in Excel, then perform an Import to update your Non-Drawn CUs.

Keep the following in mind:

The Non-Drawn CU Type must exist in Solution Center before you attempt to Import. You cannot create unrecognized Types within Excel.
Each Non-Drawn CU is allowed only one Type. In other words, the cells in Excel should contain only one Type.
When you are finished, in Designer > Catalog > Catalog Cache, click Update Cache for Compatible Units and Macro Compatible Units.