Sales Item Configuration Options
Reference Contents > Manager Controls > 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. |
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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 5.10. Help data last modified 4 Jun 2012 04:49:00.00. Class wMcdSoConfig last modified 10 Oct 2017 11:48:24.
Reference Contents > Manager Controls > Sales Item Configuration Options
