Sales Item Configuration Options

Document path Reference Contents > Manager Controls > Sales Item Configuration Options

Sales Item Configuration Options

You can use Sales Item Configuration to create a Order or Job specific assembly from a set of options, the resultant assembly is given a part number constructed in the form XXX-123456-789. Where "XXX" is the prefix entered in the Company Details Maintenance window, "123456" is the SO number and "789" is the line item of the order. If the prefix is blank, Sales Item Configuration will not be accessible to any user on the system.

Sales Item Configuration options available to users are set up in this window that is opened when you select the File -- System Manager -- Sales Item Configuration menu function.

Two lists of parts are stored which restrict the options for all users in creating Sales Item Configured assemblies. This window enables you to maintain these lists and then save the new lists to file.

To add a part to either of the grids, click in the last line of the grid and tab past the end of the line. A new line will be automatically added in which you can enter a part number. You can also add parts using drag-and-drop from the parts scratchpad or BoM listing window.

Field

Description

Assembly and Part options list

This list is available to the user preparing a configured assembly and is used to construct the configured assembly's bill of materials. If you enter a parent part number in this list, the user will be given, when the part is selected, the components listing of the parent as options for the configuration of the new assembly's BoM. All parts that do not have a BoM entered on this list are additionally presented to the user. If a listed part is a parent, you can treat it as an individual component by checking the "As Part" option. You can therefore set up configuration options as Bills of Material.

Part Number

Enter the part number for a part you wish to include on the list of those available as Sales Item Configuration components. Leave blank to delete a part.

Description

The normal part description can be altered for the purposes of the component options list.

Stock UoM

The standard stock unit of measure for the part or assembly.

As Part

Assemblies that you may wish to include on any configuration can be entered 'As a Part'. All items so marked will be shown on any configuration list.

Assemblies for process routes list

This list provides for the user configuring a new assembly options for the process route that will be copied to the new assembly.

Assembly Number

Enter the part number for a part you wish to include on the list of those available as Sales Item Configuration Routes. Leave blank to delete a line item.

Description

The normal part description can be altered for the purposes of the Process Route options list.

Price

The calculated cost for the part's process route. Enter the selling price element when this part's route is used.

Stock UoM

The standard stock unit of measure for the part or assembly.

Button

Action

Backup to Disk

To create a disk backup file of your settings.

Restore a Backup

To restore backup file of your settings.

Revert

To revert to the currently stored version of the configuration lists prior to any changes.

Save

To save the prepared version of the configuration lists to file. Other users will then have access to them.

See also: -

Compiled in Program Version 3.10. Help data last modified 9 NOV 2004 13:36. Class wMcdSoConfig last modified 10 FEB 2012 05:29:32.

Document path Reference Contents > Manager Controls > Sales Item Configuration Options