The configuration process is identical if you enter a sales order or a quotation.
Prerequisites
The Type of dialogue field on the Configurator item maintenance panel must be set to 1 if attribute entry is to be used, and 2 if component item selection is to be used. Both attribute entry and component item selection are used for the purpose of this example. See About setting up and working with configurator items for information about how to select configuration entry.
Note: For the purpose of this example, the Display BOM/BOR field on the Configurator item maintenance panel is set to NO. It is not necessary to display the generated bill of material since the order structure will be displayed after the configuration.
- Select the Work with sales orders menu item.
- You access Work with sales orders, Header view. Click Add to add a new sales order.
- You access Work with sales orders, Create new. Complete the following fields:
- Handler
- Enter the handler.
- Customer number
- Enter the customer number.
- Order type
- Enter the order type.
- Note: Both Handler and Order type can be automatically defaulted, if these parameters are defined in Work with DC1 user profiles for the user entering the order.
- Manually enter an order number that is outside the limits of the series for automatic numbering of sales orders.
- Leave the field blank. The system automatically retrieves the number by taking the next available number in the number series.
- You access Work with sales orders, Order lines. Complete the following fields:
- Whs
- Enter the warehouse code in which the goods are stored and from which they are to be delivered.
- Item/Assortment
- Enter an item code.
- Quantity
- Enter the quantity to sell, per selling unit of measure.
- You access either Product configuration, Attribute entry or Product configuration, Component item selection.
Product configuration, Attribute entry:
(Note: If you are in change mode and there are multiple levels of a configuration, you can choose to accept the values on the current selection level without generating the bill of material and bill of routing. To do this you click OK to bypass the generation.) If, however, you want to generate the configuration bill of material and bill of routing for a level, (as is illustrated for this example), select a value for all displayed attributes and click Generate BOM/BOR.Product configuration, Component item selection:
The selections for the first variable component, i.e. configurator parameter, are displayed on this panel. Select the component item you want to add to the configurable end item and click Select. Repeat the same procedure for all variable components that are displayed on this panel. Click OK when you have completed the selections. (Note: Using the Component item selection you cannot choose to not select a component. One component per displayed selection must be added to the parent item). - You access Work with sales orders, Structures listing both the parent item and all components in the order structure.
- Change the Quantity, Dispatch date and Critical status of the parent item (in the upper section of the panel).
- Click Add to add new component lines. The input fields are displayed on the bottom of the panel. Add the information and click OK.
- Change the Quantity and Unit of a component line.
- Click All unmarked lines if you want to copy all component lines that are not marked.
- Mark the lines you want to copy and click All marked lines.
- You return to Work with sales orders, Order lines displaying the added lines. The system adds both the parent item line and component lines. The rules in the Structure type table define if both the parent item line and the component lines are displayed on the panel. Exit the routine.
You can fill in the other fields now or later. If you do not complete them now, the system retrieves the information for these fields from various places in the system.
You have two options from which to choose when defining the Order number. You can:
Click OK when you have completed all relevant fields.
Click OK when you have completed all relevant fields.
Depending on the rules that are set up in the Structure type table you have several options on this panel.
Changeable is set to YES:
If this field is set to YES in the Structure type table, you can:
Make your changes and choose one of the following function keys:
Changeable is set to NO:
If this field is set to NO in the Structure type table, the selections have already been made through the configuration, and further changes are not necessary. Click OK.