Create Project Item Configuration
Explanation
A configuration is a unique combination of characteristics and options that
is used in conjunction with a configurable part. When creating a configuration,
you define the characteristics and options for the part according to the
requirements of the customer when you sell or build it. The configuration of a part can
be initiated in IFS/Project Delivery, 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
the status is Complete, the connected project item lines can be processed further.
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 configured 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 Loggerr
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
should
be installed. A configurable part and its rules should have been entered. An
order or order line with a configurable part that does not have a
configuration specification yet should be entered.
- A part configuration revision in the Released status and effective
for the required date should 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
- A configuration is connected to the project item. 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 parts, a record for the configuration is created in
IFS/Inventory.
- The configuration ID and the status of it will be entered in the project
item line.
Window
Project Product
Project Item Navigator
Project Items
Related Window Descriptions
Create, Edit, View Configuration
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 project item is
displayed (Project Product/Item, Project Item Navigator/General,
Project Item Navigator/Consist
of, Project Items) 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 sales rules are connected you can right click and then click Sales
Rule Logger to review the sales rule evaluation.
- 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.