Save Configuration Template
Explanation
This activity is used to save a configuration as a configuration template that can be used as a predefined configuration. The configuration template is saved for the part revision for which you create the configuration. When you save the template you enter a template id, description and as optional information you can enter a note about the specific configuration template. The saved template can be loaded to a sales quotation or customer order, for the specific part revision, using the load template from the
Configuration window.
Prerequisites
- IFS/Configuration Back Office and IFS/Configuration
Characteristic must have been installed.
- A configuration family and the part configuration revision must exist.
System Effects
The characteristics, options and quantities in the configuration will be saved to the specified configuration template id.
Window
Customer Order
Related Window Descriptions
Create, Edit, View Configuration
Procedure
- On the Configuration window, right-click and then click Save as Template. The
Template Info dialog box opens.
- In the Template ID field, enter an appropriate id.
- In the Template Description field, enter an applicable description.
- If you want to enter additional information that describes the template, click the
Notes field and enter the required information.
- Click OK to save the template.
- Close the Template Info dialog box and continue with the configuration.