Product Configurator Maintenance

Enter the text to display as a comment line in a sales order or quotation before the merchandise and miscellaneous lines when no parent is created by the configuration.

Indicate the first date from which the configuration is available for use in the system.

A date of 00/00/00 indicates that the configuration is available immediately.

Select this to be able to use the configuration in the Quotations module.

If the option to create a stocked parent was enabled (Options tab) then you can create a Bill of materials to make the parent.

If the option to create a non-stocked parent was enabled (Options tab) then you can create an Estimate for the parent.

The non-stocked parent created from Estimates or Quotations is classed as a bought-out item.

Enables the entry of the required quantity of a configured product at run time.

When this option is not enabled, the quantity defaults to 1.

Enable this to be able to maintain a configuration from a sales order or quotation line, when the line is linked to a configuration.

This option is only available when:

• the Sales orders and/or Quotations and estimates options are enabled on the General tab of this program.

• the Retain configuration libraries option is enabled on the Options tab of this program.

• you are generating a parent part (i.e. the Stocked, Non-stocked or Both stocked & non-stocked options are enabled at the Type field on the Options tab of this program).

• generating a non-stocked parent, you select to create an Estimate structure and routing along with the parent.

When this option is enabled and the configuration was used to create the Sales order or Quotation line, then you can re-configure the configuration when maintaining the Sales order or Quotation line (using the Product Configurator option in the Sales Order Entry, Quotations or Estimates program).

If you select the option: Parent code generation basis - Selection criteria, then you can change both the parent stock code and its description.

If you select the option: Parent code generation basis - Prefixed, you can only change the stock code description, but not the stock code itself.

Enable this to be able to enter a discount amount or percentage against the total value of all the components and operations selected when configuring a product in Sales Order Entry.

If you are not creating a parent, then the discount value or amount is returned to the sales order as a negative value miscellaneous charge line.

Enter the default warehouse from which to draw the stocked components.

This warehouse is only used when:

• the Ask warehouse option is selected (Options tab) and
• the Override components' warehouse to use option is selected when running a configuration

The branch defined against the order header is used when all of the following apply:

• you define a configuration from within Sales Order Entry
• no warehouse is entered here
• the option: Branch to be warehouse (Sales Orders Setup) is selected

The default warehouse defined against your operator code (Operators) is used if:

• the option: Branch to be warehouse (Sales Orders Setup) is not selected

  or

• you are defining a configuration from within the Job Entry program

  or

• you are defining a configuration from a stocked line in the Quotations program

If no default warehouse is defined against your operator code then the company warehouse (Company Maintenance) is used.

If no default company warehouse is defined, then you have to enter a warehouse before you can use the configuration.

Indicates the group of jobs to which to assign this job.

Any non-blank entry made here is validated. However, you are only required to make an entry here if the setup option: Job classification required at the time of creating a job is enabled (Work in Progress Setup).

You can use the job classification as a selection criterion when printing reports in the Work in Progress module.

If you are numbering your jobs by job classification, then the next number for this classification is assigned to the job on the Trial Load screen.

There are a number of programs in SYSPRO from which you can configure a default entry for this field. The job classification assigned to the parent stock code takes precedence. If this is blank, then the job classification assigned here is used. If this is blank, then the default job classification assigned to the operator is used (Operators). If this is blank then you must manually enter a job classification.

Enable this to confirm the job by default.

This only applies when you create a job from within the Configurator itself (i.e. when you run the Configurator from within Sales orders or Work in Progress).

This default is not carried through to any Bill of Material or Estimate created.

The reason is that by the time you create a job from a quote, the program cannot know whether the estimate you are using was manually created or created via product Configurator. Likewise if you run Configurator from within BOM Maintenance, then when you create the job it cannot know whether the BOM comes from a configuration or whether it was manually maintained.

This prints the information currently displayed in the listview, Report or output pane.

You can click on a Selection to select one of the following options:

This prints the information currently displayed in the listview, Report or output pane.

Select an Option to display the following menu:

Select this to copy the highlighted option.

You can also copy the Components or Operations, Selection Criteria Dependencies, Component Dependencies and multimedia objects attached to the option.

You are prompted to confirm the deletion only if you selected the Confirm Deletions option.

You can click on a Operation to select one of the following options:

This option is not enabled for Operations under the first Option (i.e. the Option with the lowest sequence number).

The quantity per unit of measure is used to limit the range of components that can be included in a configuration.

For example:

You are making a computer which only has space for two memory chips and must have a minimum of 4MB and a maximum of 32MB of memory. You would enter a quantity per unit of 1MB, with minimum of 4 and maximum of 32.

Enter a description for the run time. This description is displayed when your run the configuration.

Indicate the Option number for which you need the component. This Option must be for operations.

This field is only enabled if more than one option is defined.

Enter the code of the item to use as a component.

A stocked item cannot be used if it is defined as:

• a Notional part(Stock Codes)
• a Planing Bill
• a Kit part and the item being made is not the parent of a Kit

If you select the Non-stocked option, then you can enter the non-stocked component code.

For non-stocked items, you can browse on non-stocked codes created defined within the Quotations module (Browse on Non-Stocked Codes) providing the Quotations module is installed.

This is only enabled when you select Use selection criteria value.

Enter a markup percentage to be added to the component when creating an estimate.

A percentage of up to 999.99 or no less than 100.00- can be entered.

This percentage is directly related any additional cost associated with the component in Estimates. It is applied to the cost of the component that is rolled up to the cost of the parent when creating a quotation.

Select this to print the component on delivery note documents.

This option is disabled if you are creating a parent part.

Select this to print the component on order acknowledgement documents.

This option is disabled if you are creating a parent part.

Enter the price of the component in local currency.

The price of a component would not apply when creating a non-stocked parent using the product configurator through quotations (this uses the quotation pricing options for the estimate created).

When you create a sales order for a stocked/non-stocked parent through the product configurator and you select a non-stocked component, the price of the component is rolled up to the parent.

When you create a quote or sales order from the product configurator and you're not creating a parent, if a component is a non-stocked component the price against the component is applied against the quotation/sales order.

The quantity entered here increases the allocation quantity for this component, calculated at the time of creating a job.

For example: If you enter 5 for the scrap quantity (and have a one-to-one parent/component relationship) then when you create a job to make 20 of the parent, the allocation for the component is 25. Note that if a job is created where the quantity to make is anything other than the EBQ, you will probably encounter a variance on the job.

If you add the scrap percentage and scrap quantity to a parent/component relationship, then the allocation is increased by the scrap percentage and the scrap quantity is added to this figure.

For example: Given a one-to-one parent/component relationship, if the scrap percentage is 10 and the scrap value is 5, then when you create a job to make 60 of the parent, the component allocation would be 71 (i.e. 60 x 10% = 6 and 60 + 6 + 5 = 71).

Indicate when the component must be de-activated from the structure. An entry of 00/00/00 indicates that structure off dates is not required.

You can only access this field if you indicated that Structure on/off dates are required (Bill of Materials Setup).

Select this to exclude the component from selection if its calculated quantity is zero or if the calculated quantity falls outside the minimum/maximum quantity/runtime range.

If the calculated result against a component is less than the minimum quantity/runtime, then the minimum quantity/runtime is used. Similarly, if the calculated result against a component is greater than the maximum quantity/runtime, then the maximum quantity/runtime is used.

If a mandatory component's calculated quantity is zero, it is not selected. If this option is not selected, then an error is displayed if a component's calculated quantity is zero.

Indicate whether this is a milestone operation.

Milestones are used when machines operate in tandem and bookings are made only after a series of operations.

Enter the maximum number of operators allowed to process the operation.

The maximum number of operators cannot exceed the number of operators assigned to the work center.

Select this to exclude the operation from selection if its calculated run-time is zero or if the calculated quantity falls outside the minimum/maximum quantity/runtime range.

If the calculated result against an operation is less than the minimum quantity/runtime, then the minimum quantity/runtime is used. Similarly, if the calculated result against an operation is greater than the maximum quantity/runtime, then the maximum quantity/runtime is used.

If a mandatory operation's calculated run-time is zero, it is not selected. If this option is not selected, then an error is displayed if an operation's calculated run-time is zero.

Enter the code of the person planning the operation.

The planner code held against the work center (Work Centers), is displayed as the default, but can be changed.

This displays details of the last operation added or changed during the current run of the program.

This is only displayed once you add or change at least one operation.

Select this to save the selection information you entered.

Select this to display the selection criteria as comments on sales order documents.

You can only access this option if you selected the Selection criteria as comments option, in which case the option is selected by default.

Select this to specify a range of values against a criteria which, when selected, can be used to automatically calculate the components/operations.

For example:

If 20g of plastic is required to make one wheel on a chair and the value 4 is selected against the criterion Black Wheels, the system automatically calculates that 80g of plastic is required for the component Plastic.

You cannot access these fields if the Parent code generation basis is set to Prefixed.

You can check the generated parent code by listing the configuration or running the Configuration Wizard in Test mode.

Enter the length of the string to be defined.

The maximum length allowed is 15 characters.

The length of the string is determined by the Start position (e.g. if you select a start position of 5, the maximum length allowed is 10 characters).

Enter the length of the string to be defined. The maximum length is 30 characters.

The length of the string is determined by the Start position (e.g. if you select a start position of 10, the maximum length allowed is 20 characters).

This displays details of the last selection added or changed during the current run of the program.

This is only displayed once you add or change at least one selection.

Enter the increment by which the value must be divisible.

For example:

If you define a Minimum value of 3 and Maximum of 12 with an Increment of 3, then only the values 3, 6, 9, 12 are allowed.

You can only access this field if the Incremental value option is selected for the selection.

Enter the criterion string that is used to generate a parent code when this criterion is selected.

You can only access this field if the Include criteria string in parent code option is selected for the selection.

This displays the default comments that are printed/displayed when this criterion is selected.

If values are associated with this criterion, then the selected value can be displayed as part of the comment by inserting ~ where you want the value to be displayed, (e.g. ~ wheels ^ ).

To prevent the criteria comments from overlapping, enter a ^ at the end of the comment line to force a new line.

You can only access this field if the Selection criteria as comments and Include criteria selected in comments options are selected.

These fields are only available if more than one criterion is defined against the selection.

This Selection is displayed in bold type in the tree view.

This field is only displayed when you select the Edit option in the Selection Criteria Validation column of a Selection.

This displays the source Option/Component/Operation for which you are maintaining selection criteria.

This is displayed if you selected the Dependencies > Selection Criteria option against a Component line in the Options and Components pane.

Select this to create a specific dependency link between the source Option/Component/Operation and a Component in a specific Option.

If you create a Specific link, then when you run the configuration, the link becomes valid only when a specific instance of the Component is selected.

A Specific link should be created when the same Component is used in several different Options, Operations or with other Components.

This is particularly useful if you are using calculations that are dependent on certain quantities, thus making the Component/Option/Operation dependent on the Component with the correct quantity being selected.

Indicate the Sequence number within the Option that the source Option/Component/Operation must be dependent on.