Create Configuration
Explanation
This activity is used to create a configuration for a configurable part.
When creating the configuration, you define the characteristics and options the customer wants when you sell or build it.
A configuration is a unique combination of
characteristics and options that is used in conjunction with a configurable part. The
configuration of a part can be initiated in IFS/Manufacturing Standards, IFS/Customer
Orders, IFS/CRM, IFS/Shop
Order, and IFS/Dynamic Order Processing. It can also be initiated by an external
application.
The status of the configuration is always set to
Incomplete at the start
of a configuration. The status will automatically be set to Complete when all mandatory and optional characteristics have a valid option value. When status is
Complete,
connected orders can be released for further processing. You can manually change the status to
Parked
at any time during the configuration, which means that connected orders cannot be released until
you have manually changed the configuration to
Complete.
Characteristics set to hidden in
basic data can be displayed during configuration if needed by using
Show hidden rows.
If sales rules are connected to the configure part and revision, the sales rule engine is executed automatically when
you open the window in create or edit mode. All sales rules are then executed upon any change of characteristic or option value in the configuration section.
Use the Sales Rule Logger dialog box to analyze the sales rule evaluation. Use the Latest Changes dialog box to analyze the characteristics added, removed and modified with regard to the latest change in the configuration.
Prerequisites
- IFS/Configuration Back Office and IFS/Configuration
Characteristic must be installed. A configurable part and its rules
must have been entered. An order or order line with a configurable part
that does not yet have a configuration specification must be entered.
- A part configuration revision in status Released and effective for the
required date must exist.
- If you want the capability check to start
automatically, the inventory part must have the automatic capability check
activated in
Inventory Part/Misc Part Info.
System Effects
As a result of this activity,
- A configuration is connected to the part on the order. If the combination of
characteristics and options is new, a new configuration ID is created. If
not, the configuration ID for the defined combination is used.
- For configurable inventory parts, a record for the configuration is
created in IFS/Inventory.
- In IFS/Customer Order, manually entered price values override all previous values and
are added to, or reduced from, the base price of
the sales part (as entered in the price list). The grand total is displayed
as the default sales price on the customer order.
- If you selected the Price Freeze
check box in IFS/Customer Order, the price will not be recalculated if you edit the configuration.
- If the inventory part is set up for an automatic
capability check, this will start automatically. For further details, please
refer to About Capability Check.
Window
Customer Order
Sales
Quotation
Business
Opportunity
Shop
Order
Shop Orders
Production Line Management
DOP Header
Interim Demand Header
Estimate
Related Window Descriptions
Create, Edit, View Configuration
Latest Changes
Procedure
Note: If the configure by category mode is selected, use Previous (Alt + P) and
Next (Alt + N) to continue with the configuration. View all characteristics when the configuration is in
the Completed state by using the short key (Alt + A) or by selecting the View All check box.
- If you are on the window in which the configurable part is displayed,
right-click, point to Configuration and then click Create. The
Create Configuration
window opens, displaying the list of the mandatory characteristics and default values
of the part (from
Part Configuration Revision).
- To add or change a characteristic value, either change the value in the
Characteristic Value field, or select the row and click
List.
If the List of Values is available, select the required value and click OK. Select the
Display Unavailable Options check box if you want
to display and select unavailable options. If the List of Values is not
available, click in the field and enter or change the value. Repeat for each
characteristic.
- To add or change the quantity of the characteristic, enter the quantity in
the Qty Characteristic field.
- To add a characteristic, click New, and then click List.
In the Characteristic ID field, select the line with the
characteristic to add, and then click OK. Enter or change the
characteristic value and quantity if necessary. Repeat for each new
characteristic.
- To remove a characteristic, select the line to remove, and then click Remove.
- If you are in the Customer Order,
Sales Quotation
or Business Opportunity window,
complete steps 7 to 11. If not, skip to step 12.
- Use Right Click and chose Pricing Info.
- Review the Characteristics Calculated Price. Enter a new price in
Characteristics Price, if necessary.
- Select the Price Freeze check box if you do not want the price to be
recalculated if the configuration is changed.
- When done editing the configuration for this part, click OK
to save and exit.
- If you modified the price or changed the
configuration in such a way that it affects the total price, the customer order line
gets updated accordingly.
- If sales rules are connected you can right click and then click Sales
Rule Logger to review the sales rule evaluation.
- If configuration template exists for the configuration part revision you
can right click and then click Load Template to load a set
of characteristic values.
- If you want to analyze the latest changes, right-click and then click Latest Changes.
The Latest Changes dialog box opens. Analyze the changes and close the dialog
box to continue with the configuration.
Note: You can save the configuration (incomplete, parked or
complete) as a template which on a demand can be used as a starting point when
creating a configuration. To save the configuration as a template right click in
the header part and select Save as Template