Standard items can be created when you configure a new variant of a configurable item, or when you copy a configuration variant to a new order from an order or a quotation.
The following is automatically created for the new standard item:
- Item code
The item code mask, which is defined for the configurable item, defines what the new item code will be. The item code mask can be defined using configurator attributes (preceded by %), predefined variables (preceded by &) and fixed constants (text).
Note: For this task the configurable item is set up with the item code mask as TABLE %P1, which means that the new standard item name will contain the word TABLE and the selected type of wood. - Item information
Item information is copied for the configurable item from the Item file. Information from the configuration, such as description, weights, item category and price, is automatically updated for the new item. Material and operations from the Basic data and the corresponding information from the configuration variant creates the bill of material and bill of routing. - Item class
The new item is automatically given the item class 2 (Non-stock item, standard).
Check standard item
You can define, per configurable item, if the system should check that no previous standard item has been created for a specific configuration. If this function is used, the system will search for an existing configured standard item that matches the attribute values of the entered configuration. If a matching standard item exists, the system will add the existing standard item to the order instead of the configured item.
Note: Standard items can only be created if DC1 Manufacturing is installed and activated and if Create standard item is set to YES for the configurable item.
- Repeat steps 1 through 5 in Enter a sales order for a configurable produced item – simple process OR steps 1 through 10 in Enter a sales order for a configurable produced item – complex process.
- When you access Work with sales orders, Order lines you will see that the item code has been replaced by the new standard item (i.e. created automatically in the background during configuration). The item code has been generated according to the item code mask that is defined for the configured item. Click OK to confirm the order line.
- You access Manufacturing order creation. Complete the following fields:
- Order type
- Enter the manufacturing order type that should be used.
- Maint order
- Indicate if you want to maintain the manufacturing order.
- You return to Work with sales orders, Order lines. You can view the manufacturing order from this panel using the following functions:
- Click the Additional information 2 option to access the Work with sales orders, Order line, add info 2 panel. The M-order field displays the manufacturing order number.
- The letter M in the Con column indicates that a manufacturing order is connected to the sales order. The Con st column displays the status of the order that is connected to the sales order.
Click OK.
Maintenance of the manufacturing order that was created from the sales order is done from the manufacturing order routine. See Change a manufacturing order for instructions.
Exit the routine.