Create Project Item Configuration

Explanation

A configuration is a unique combination of characteristics and options that is used in conjunction with a configurable part. When creating a configuration, you define the characteristics and options for the part according to the requirements of the customer when you sell or build it. The configuration of a part can be initiated in IFS/Project Delivery, 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 the status is Complete, the connected project item lines can be processed further.

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 configured 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 Loggerr 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 should be installed. A configurable part and its rules should have been entered. An order or order line with a configurable part that does not have a configuration specification yet should be entered.
• A part configuration revision in the Released status and effective for the required date should 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

• A configuration is connected to the project item. 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 parts, a record for the configuration is created in IFS/Inventory.
• The configuration ID and the status of it will be entered in the project item line.

Window

Project Product
Project Item Navigator
Project Items

Related Window Descriptions

Create, Edit, View Configuration

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.

1. If you are on the window in which the configurable project item is displayed (Project Product/Item, Project Item Navigator/General, Project Item Navigator/Consist of, Project Items) 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).
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 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.
5. To remove a characteristic, select the line to remove, and then click Remove.
6. If sales rules are connected you can right click and then click Sales Rule Logger to review the sales rule evaluation.
7. 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.