Create Configuration

Explanation

This activity is used to create a configuration for a configurable part. When creating the configuration, you define the characteristics and options the customer wants when you sell or build it.

A configuration is a unique combination of characteristics and options that is used in conjunction with a configurable part. The configuration of a part can be initiated in IFS/Manufacturing Standards, IFS/Customer Orders, IFS/CRM, IFS/Shop Order, and IFS/Dynamic Order Processing. It can also be initiated by an external application.

The status of the configuration is always set to Incomplete at the start of a configuration. The status will automatically be set to Complete when all mandatory and optional characteristics have a valid option value. When status is Complete, connected orders can be released for further processing. You can manually change the status to Parked at any time during the configuration, which means that connected orders cannot be released until you have manually changed the configuration to Complete.

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.

Prerequisites

IFS/Configuration Back Office and IFS/Configuration Characteristic must be installed. A configurable part and its rules must have been entered. An order or order line with a configurable part that does not yet have a configuration specification must be entered.
A part configuration revision in status Released and effective for the required date must exist.
If you want the capability check to start automatically, the inventory part must have the automatic capability check activated in Inventory Part/Misc Part Info.

System Effects

As a result of this activity,

A configuration is connected to the part on the order. If the combination of characteristics and options is new, a new configuration ID is created. If not, the configuration ID for the defined combination is used.
For configurable inventory parts, a record for the configuration is created in IFS/Inventory.
In IFS/Customer Order, manually entered price values override all previous values and are added to, or reduced from, the base price of the sales part (as entered in the price list). The grand total is displayed as the default sales price on the customer order.
If you selected the Price Freeze check box in IFS/Customer Order, the price will not be recalculated if you edit the configuration.
If the inventory part is set up for an automatic capability check, this will start automatically. For further details, please refer to About Capability Check.

Window

Customer Order
Sales Quotation
Business Opportunity
Shop Order
Shop Orders
Production Line Management
DOP Header
Interim Demand Header
Estimate

Related Window Descriptions

Create, Edit, View Configuration
Latest Changes

Procedure

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.

If you are on the window in which the configurable part is displayed, right-click, point to Configuration and then click Create. The Create Configuration window opens, displaying the list of the mandatory characteristics and default values of the part (from Part Configuration Revision).
To add or change a characteristic value, either change the value in the Characteristic Value field, or select the row and click List. If the List of Values is available, select the required value and click OK. Select the Display Unavailable Options check box if you want to display and select unavailable options. If the List of Values is not available, click in the field and enter or change the value. Repeat for each characteristic.
To add or change the quantity of the characteristic, enter the quantity in the Qty Characteristic field.
To add a characteristic, click New, and then click List. In the Characteristic ID field, select the line with the characteristic to add, and then click OK. Enter or change the characteristic value and quantity if necessary. Repeat for each new characteristic.
To remove a characteristic, select the line to remove, and then click Remove.
If you are in the Customer Order, Sales Quotation or Business Opportunity window, complete steps 7 to 11. If not, skip to step 12.
Use Right Click and chose Pricing Info.
Review the Characteristics Calculated Price. Enter a new price in Characteristics Price, if necessary.
Select the Price Freeze check box if you do not want the price to be recalculated if the configuration is changed.
When done editing the configuration for this part, click OK to save and exit.
If you modified the price or changed the configuration in such a way that it affects the total price, the customer order line gets updated accordingly.
If sales rules are connected you can right click and then click Sales Rule Logger to review the sales rule evaluation.
If configuration template exists for the configuration part revision you can right click and then click Load Template to load a set of characteristic values.
If you want to analyze the latest changes, right-click and then click Latest Changes. The Latest Changes dialog box opens. Analyze the changes and close the dialog box to continue with the configuration.

Note: You can save the configuration (incomplete, parked or complete) as a template which on a demand can be used as a starting point when creating a configuration. To save the configuration as a template right click in the header part and select Save as Template