Find Existing Configuration

Explanation

This activity is used to search for the available configurations in stock or inventory parts created from the configurations.

The Configuration Search Assistant offers the ability to:

• Reserve an available configuration quantity
• Define a configuration ID supported by the valid part configuration revision, for manufacturing or purchasing.
• Find parts created from a configuration
• Replace configured parts with standard inventory parts

Prerequisites

• A configuration characteristic must exist with the necessary option values.
• A configurable part must exist with a configuration family (can contain discrete and/or variable characteristics) connected to the part in the Part Catalog/Config Part Catalog tab.
• A configuration should not have been entered previously for the order line. The Assistant will not overwrite an existing configuration ID.

Note 1: When using the Assistant by right-clicking on the Customer Order window, a customer order header with at least one order line for a configurable part, must have been entered and saved. 
Note 2: Only those configurations that exist in the Configuration Specifications Usage window with the configuration usage type Shop Order and/or Purchase Order can be found.

System Effects

As a result of this activity:

• The available quantity can be reserved directly for the customer order line.
• A configuration ID, supported by the valid part revision, can be defined for manufacturing or purchasing.
• An earlier created inventory part from the configuration, can replace the configured part on the customer order line

Window

Configuration Search Assistant
Customer Order

Related Window Descriptions

Configuration Search Assistant
Customer Order 

Procedure

Use the following procedure to open the Configuration Search Assistant from the Navigator

1. Open the Configuration Search Assistant.
2. On the Configuration Search Assistant dialog box that appears, enter the part number or select a value from the list.
3. Optionally, a configuration ID can be entered to narrow down the number of results and speed up the Assistant procedure. If a configuration ID is entered, continue with step 10.
4. Click Next.
5. For each configuration characteristic shown, specify an option value in the Characteristic Value field by either typing or selecting a value from the list.
6. To add or change a quantity of a characteristic, enter the quantity in the Characteristic Qty field.
7. Click Next.
8. All inventory parts created from configuration together with configurations matching the setup of characteristics are presented, independent of whether the part configuration revision is valid or not.  
9. Select an inventory part or a configuration and click Next.
10. A summary of the configuration details is displayed. Click Previous to make any changes.
11. Click Finish.
12. The View Configuration Specification window or the Inventory Part window appears depending on the selection in step 9.

Use the following procedure to open the Configuration Search Assistant from the Customer Order window by right-clicking on the order line of an existing customer order, pointing to Configuration, and then clicking Find Existing.

1. The sales part number is automatically converted to the part number.
2. Optionally, a Configuration ID can be entered to narrow down the number of results and speed up the Assistant procedure. If a configuration ID is entered, continue with step 9.
3. Click Next.
4. For each configuration characteristic shown, specify an option value in the Characteristic Value field by either typing or selecting a value from the list.
5. To add or change a quantity of a characteristic, enter the quantity in the Characteristic Qty field.
6. Click Next.
7. All inventory parts created from configuration together with configurations matching the setup of characteristics are presented, independent of whether the part configuration revision is valid or not.
8. Select an inventory part or a configuration and click Next.
9. A summary of the configuration details are displayed. Click Previous to make any changes.
10. Select the Make Reservation check box if you want to reserve the available qty.
11. When an inventory part has been selected a sales part must be specified.
12. Click Finish.
13. The Customer Order window appears. If a configuration was selected, the configuration ID gets added to the customer order line. If instead an inventory part was selected the sales part number on the customer order line will be replaced.