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Enter a sales order for a configurable produced item – complex process

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The following describes the complex process with all possible panels that can be displayed. The configuration process is identical if you enter a sales order or a quotation.

Prerequisites
The Type of dialogue field on the Configurator item maintenance panel must be set to 1 if attribute entry is to be used, and 2 if component item selection is to be used. Attribute entry is used for the purpose of this example. About configuring order structure items illustrates the component item selection.

For this example, Display gen. BOM/BOR is set to YES and Product costing is set to 4 (product costing with display and calculation of sales order line price). See About setting up and working with configurator items for information about how to set up the fields.

The item to be configured in this example is connected to two parameters. It also includes components that have to be configured. This is referred to as configuration on lower levels.

  1. Select the Work with sales orders menu item.
  2. You access Work with sales orders, Header view. Click Add to add a new sales order.
  3. You access Work with sales orders, create new. Complete the following fields:
    4. Handler
    Enter the handler.
    Customer number
    Enter the customer number.
    Order type
    Enter the order type.
    Note: Both Handler and Order type can be automatically defaulted, if these parameters are defined in Work with DC1 user profiles for the user entering the order.

    You can fill in the other fields now or later. If you do not complete them now, the system retrieves the information for these fields from various places in the system.

    You have two options from which to choose when defining the Order number. You can:

    • Manually enter an order number that is outside the limits of the series for automatic numbering of sales orders.
    • Leave the field blank. The system automatically retrieves the number by taking the next available number in the number series.

    Click OK when you have completed all relevant fields.

  4. You access Work with sales orders, Order lines. Complete the following fields:
    5. Whs
    Enter the warehouse code in which the goods are stored and from which they are to be delivered.
    Item/Assortment
    Enter an item code.
    Quantity
    Enter the quantity to sell, per selling unit of measure.

    Click OK when you have completed all relevant fields.

  5. You access Configurator parameter selection. A configurable item can be connected to several parameters that include different attributes. When entering the sales order you select which parameter to use for this particular product. (Note: The parameter defines the configuration rules for the item. Once a parameter is selected and the configuration process has started, the parameter cannot be changed). Select the parameter you want to use for this sales order and click Select.
  6. You access Product configuration, Attribute entry. (Note: If you are in change mode and there are multiple levels of a configuration, you can choose to accept the values on the current selection level without generating the bill of material and bill of routing. To do this you click OK to bypass the generation.) If, however, you want to generate the configuration bill of material and bill of routing for a level, (as is illustrated for this example), select a value for all displayed attributes and click Generate BOM/BOR.
  7. You access Product configuration, Bill of material where the bill of material for the configured item is displayed. Click Accept to accept the bill of material.
  8. You access Product configuration, Attribute entry. Select a value for the new attributes that are displayed. In this case you have to select a colour. Click Generate BOM/BOR to generate the configuration bill of material and bill of routing when you have completed the selections.
  9. You access Product configuration, Bill of material where the the bill of material for the last selected attribute is displayed. Click Accept to accept the bill of material.
  10. You access Product costing enquiry, Overview listing the product costing for the configured item. Click OK.
  11. You return to Work with sales orders, Order lines. A manufacturing order is created automatically when a sales order is entered for a configurable item. You can view the manufacturing order from this panel using the following functions:
    • Click the Additional information 2 option to access the Work with sales orders, Order line, add info 2 panel. The M-order field displays the manufacturing order number.
    • The letter M in the Con column indicates that a manufacturing order is connected to the sales order. The Con st column displays the status of the order that is connected to the sales order.

    Maintenance of the manufacturing order that was created from the sales order is done from the manufacturing order routine. See Change a manufacturing order for instructions.

    Exit the routine.

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