This activity is used to edit configuration characteristics for a configured part revision effective on the due date for the demand order. A configuration is a unique combination of characteristics and options that define and comprise a configurable part.
The configuration of a part can be initiated in IFS/Manufacturing Standards, IFS/Customer Orders, IFS/CRM, IFS/Shop Order, or IFS/Dynamic Order Processing. The set configuration can be modified from the Customer Order, Sales Quotation, Business Opportunity, Shop Order, DOP Header, DOP Order, Interim Demand Header windows or their overview windows.
If the requested configuration of a part cannot be produced in time or
if it cannot be produced at all, the configuration may be changed. The conditions
to be able to edit the characteristic record of the configuration after a change
of the required date, are different depending on if the change means that another
part configuration revision is effective or not. If the new required date is within the original
part configuration revision, no change is done and the original part configuration revision is used
when editing the configuration. If the changed required date falls within another
revision, it is possible to either continue with the original revision or use the
new effective revision. If the new revision is used when editing, all identical
characteristic options towards the original revision is used and all other characteristics/options
are excluded. All new mandatory characteristics must be defined. If the original
revision is used when editing, the original configuration will be displayed in the
window.
If the planned delivery date is changed and the new effective part configuration revision
is selected, then all configuration base prices are updated according to the
prices defined for the effective revision. It is not possible to change the base
part revision and retain the original prices or select the configuration base
prices of another revision. All prices are strictly connected to its part configuration
revision and can only be used to define the sales price when the revision is
used.
If the intended configuration cannot be produced the configuration may be changed. It is not possible to edit the configuration if the DOP header is connected to a customer order line. If the DOP order is pegged to another DOP order in the same structure a warning message will be given.
When the edit configuration template is opened via the Configuration Template window, it is possible to edit the configuration template and save the template with the changed data.
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.
IFS/Configuration Back Office and IFS/Configuration Characteristic must have been installed. Also, the part must have a configuration.
You can modify the configuration from IFS/Customer Orders even after the customer order has been released. The following additional prerequisites apply if the released customer order had been pegged:
The latest changes from the configuration are displayed in the Latest Changes dialog box and the displayed data cannot be edited.
Customer Order
Sales Quotation
Business
Opportunity
Shop Order
DOP Header
DOP Order
Interim Demand Header
Create, Edit, View Configuration
Note: If a new part configuration revision is effective after a change of the required date, you can choose to either use the new part configuration revision or retain the original part configuration revision. If you choose to use the new revision, all identical characteristic options are transferred from the original.
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.