Module Description

The Sales Line Configurator allows users to be guided in the creation of assembly orders by following a guided configuration that facilitates the definition of the components of the order itself.

This function allows for an easier and more streamlined choice of items to assemble: instead of the complete list of items, the system will only propose those appropriately set for the specific parent product.

Setup

Items

The first step is to define the items subject to configuration. To do this, you need to activate the “To be configured” flag in the item master data.

The Item subject to configuration, in order for the assembly order management to be complete, must have:

• supply system: equal to assembly
• assembly criteria: assembly to order

Configuration template

Once the items to be configured have been defined, it is necessary to set the configuration steps that each individual item requires using the configuration template:

In the header section, you need to define for which item you want to proceed with the definition of the configuration template:

After that proceed with the actual configuration by managing the following information:

• Item Category: represents the category of the configuration step, it is possible to define the new categories by accessing the related table directly from the page, or via the "product configuration type list" item from the search bar: 
  
• Item No.: Enter the items that can be selected for the chosen category
• Sequence number : the configuration procedure requires filling in the information step by step, the sequence is the data selection step
• No. minimum objects: for each sequence it is possible to define the minimum number of assignable quantities
• No. maximum objects: for each sequence it is possible to define the maximum number of assignable quantities
• The minimum and maximum number of objects is automatically replicated by the system on the rows belonging to the same category and sequence
• Exclude in print
• Mandatory variant: if the item provides for the management of variants, mark this flag to make it mandatory

Configuration

By inserting the item to be configured on the sales order lines, the quantity is filled in; the system, if the item is properly configured in the “supply system” tab, will report the same on “Qty for assembly on order” and at the same time create an assembly order linked to the sales order itself:

From the sales order line, via the assist edit of the “Qty for assembly to order” field, it is possible to view the assembly order:

From the assembly order via the “assembly to order” field you can view the linked sales order

The compilation of assembly order lines comes from the configuration process:

from the order lines select the function

The system opens the page dedicated to the configuration process which can be activated via the guided configuration function:

The system displays a page where you can proceed with the guided selection of the components of the assembly order.

By selecting each single step defined in the configuration template will be displayed, the operator will have to indicate the quantities needed for each item

The configuration support system always displays the minimum and maximum chargeable quantity

At the end of the configuration process, select Finish configuration to proceed with updating the assembly order.

At this point, returning to the assembly order, the lines will report the items selected through the configuration as components of the order itself:

Any changes to the set configuration can be made on the assembly order itself.

The same configuration procedure can be activated:

• directly from the assembly order via the procedure 
  
• directly from the sales offer via the item Configuration procedure, in this case the assembly order is created with the creation of the sales offer, with the "create order" procedure, which converts the sales offer into a sales order, the assembly order will no longer be connected to the sales offer but will be connected to the new order generated