Edit Configuration

Explanation

This activity is used to edit configuration characteristics for a configured part revision effective on the due date for the demand order. A configuration is a unique combination of characteristics and options that define and comprise a configurable part.

The configuration of a part can be initiated in IFS/Manufacturing Standards, IFS/Customer Orders, IFS/CRM, IFS/Shop Order, or IFS/Dynamic Order Processing. The set configuration can be modified from the Customer Order, Sales Quotation, Business Opportunity, Shop Order, DOP Header, DOP Order, Interim Demand Header windows or their overview windows.

If the requested configuration of a part cannot be produced in time or if it cannot be produced at all, the configuration may be changed. The conditions to be able to edit the characteristic record of the configuration after a change of the required date, are different depending on if the change means that another part configuration revision is effective or not. If the new required date is within the original part configuration revision, no change is done and the original part configuration revision is used when editing the configuration. If the changed required date falls within another revision, it is possible to either continue with the original revision or use the new effective revision. If the new revision is used when editing, all identical characteristic options towards the original revision is used and all other characteristics/options are excluded. All new mandatory characteristics must be defined. If the original revision is used when editing, the original configuration will be displayed in the window.

If the planned delivery date is changed and the new effective part configuration revision is selected, then all configuration base prices are updated according to the prices defined for the effective revision. It is not possible to change the base part revision and retain the original prices or select the configuration base prices of another revision. All prices are strictly connected to its part configuration revision and can only be used to define the sales price when the revision is used.

If the intended configuration cannot be produced the configuration may be changed. It is not possible to edit the configuration if the DOP header is connected to a customer order line. If the DOP order is pegged to another DOP order in the same structure a warning message will be given.

When the edit configuration template is opened via the Configuration Template window, it is possible to edit the configuration template and save the template with the changed data.

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 have been installed. Also, the part must have a configuration.

You can modify the configuration from IFS/Customer Orders even after the customer order has been released. The following additional prerequisites apply if the released customer order had been pegged:

• The supply order pegged to the customer order line must not be pegged to any other customer order line.
• If the pegged supply order is a purchase requisition, it must not have been converted to a purchase order. If there is a pegged purchase order for the customer order line, you will not be allowed to modify the configuration.
• If the pegged supply order is a shop order, it must be in the Planned, Released, or Reserved status.
• If the pegged supply order is a DOP header:
  - It may have an interim order in the Created, Unreleased, Netted, or Released status.
  - Any orders pegged to the DOP header should not have any actions started on them (i.e., a pegged shop order must either be in the Planned, Released, or Reserved status; pegged purchase requisitions may be in any status; pegged purchase orders must not have been completely received).
• If you want the capability check to start automatically, the inventory part must have the automatic capability check activated on the Inventory Part/Misc Part Info tab.

System Effects

The latest changes from the configuration are displayed in the Latest Changes dialog box and the displayed data cannot be edited.

Window

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

Related Window Descriptions

Create, Edit, View Configuration
Latest Changes

Procedure

1. If you are on the window in which the configurable part is displayed, right-click and point to Configuration. Then click Edit. If you are on the Configuration Template window, right-click and then click Edit Template. The Edit Configuration window opens, displaying the list of the configuration characteristics and their defined values for the part.

Note: If a new part configuration revision is effective after a change of the required date, you can choose to either use the new part configuration revision or retain the original part configuration revision. If you choose to use the new revision, all identical characteristic options are transferred from the original.

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.

2. 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.
3. To add or change the quantity of the characteristic, enter the quantity in the Qty Characteristic field.
4. To add a characteristic, click New, and then press List. In Characteristic ID, 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.
5. To remove a characteristic, select the line to remove, and then click Remove.
6. If you are in Customer Order, Sales Quotation or Business Opportunity window, follow steps 7 through 10. If not, skip to step 11.
7. Use Right Click and chose Pricing Info.
8. Review the Characteristics Calculated Price. Enter a new price in Characteristics Price, if necessary.
9. Select the Price Freeze check box if you do not want the price to be recalculated if the configuration is changed.
10. When done editing the configuration for this part, click OK to save and exit.
11. If you modified the price or changed the configuration in such a way that affects the total price, you will have the choice of updating the customer order line accordingly.
12. If sales rules are connected you can review the sales rule evaluation by right-clicking and clicking Sales Rule Logger.
13. 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.
14. 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