It is possible to edit the configuration characteristics of a configured part revision that is effective for the demand order. Configurations can be modified in the Project Product/Items, 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 will be set to Incomplete when a value, in any of the mandatory or optional characteristic fields, has been deleted in the configuration. When the status is Complete, 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 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.
The latest changes from the configuration are displayed in the Latest Changes dialog box and the displayed data cannot be edited.
Project Product
Project Item Navigator
Project Items
Create, Edit, View Configuration
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.