Working with Configured Item Revisions

This chapter provides overviews of the Configured Item Revisions program, rules processing, and configured item price and cost adjustments using based-on effectivity dates, lists prerequisites, and discusses how to:

• Enter orders for configured items.

• Assign common attributes to configured items.

• Enter nonstandard components and price adjustments.

• Correct error messages for configured items.

• Review configured item inventory.

• Review configured item history.

• Review configured text.

Understanding the Configured Item Revisions Program

After you set up the segments, cross-segment editing rules, assembly inclusion rules, configured tables, and media object attachments for a configured item, you can enter orders for the configured item.

Use the Configured Item Revisions program (P3210) to designate the features and options of a configured item on an order. You use Sales Order Entry (P4210), Purchase Orders (P4310), and Manufacturing Work Order Processing (P48013) to enter an order for a configured item. As with any order, you enter information in the order header and order detail areas. After you enter the item number and press Tab, or move off that order line, the system automatically calls and displays the Configure Item form. This process occurs because the item number of the configured item is coded as a C stocking type in the Item Master. Thus, the system is programmed to automatically call the Configured Item Revisions program so that the configured item can be defined for the order.

The processing options for the Configured Item Revisions program control the display of information on the Configure Item form. Within the order entry process, you use dynamic configuration entry or the validate configuration feature.

The Message Center displays configuration specific information such as the configuration state, hot spot values, weight, and error messages. The configuration state indicates if the configuration is valid, invalid, or if validation is required. You can display up to ten different hot spot values on the Configure Item form. The hot spots that appear after successful rules calculation are set by the processing options. To review detailed error messages, you click the error link.

The JD Edwards EnterpriseOne Configurator system also calculates the weight of a configured item based on the multilevel items that make up the parent item. You can select to designate a base weight for the configured item. The weight is calculated as the item is entered within order entry. You must enter the same weight units of measure for each segment that makes up the configured parent item. Weight is calculated by using P rule components only.

The Item Filter field gives you access to the configured items and associated segments at various levels in the parent configured item when you click the item number that is in the Item Filter field.

The segments that represent the features and options of the configured item that is highlighted appear. Several fields appear to further define the segments. You enter a value for each segment in the Select Answer or Enter Answer field. The Select Answer field gives you access to any user-defined codes (UDCs) that might be defined for the segment. You enter a value in the Enter Answer field if no UDC is attached to the segment. The system edits each segment value using UDC tables, ranges, and numeric specifications.

Many line items on configured orders can share a common attribute. A common attribute that is used in a configured item can be set at the start of an order. The chosen value can be applied as the default to each subsequent line item that is entered. This feature is useful in a high attribute selection and high line item order environment. The feature can save time and labor during the order entry process. It also prevents unnecessary errors during order entry. The common attribute can then be revised in the middle of order entry to accommodate changes in customer specifications.

Processing options control the prompting for common attributes. The common attribute can be set to automatically appear at the beginning of order entry (between the order form and the Configure Item form). You can also access the Configurator Common Attributes form from the Configure Item form during configuration definition.

For example, the furniture industry can use common attributes to configure a sofa. In a configuration for a sofa, a common attribute might be Color. The Color common attribute is associated with the segments for the sofa frame, bottom sofa cushions, sofa arm covers, and decorative pillows. After the customer picks a color, you can enter that value in the Attribute field on the Configurator Common Attributes form. The color is then applied as the answer to all of the segments that are associated with that particular common attribute.

Media object attachments display in the lower region of the Configure Item form if the processing options are set and there is a media object attached to the configured item. You can enter nonstandard components and price adjustments to the configured item. You can also access configured item inventory and history information from the Configure Item form.

The Configured String History program (P3296) locates previously ordered configurations at any level of a configured item. The history includes information about customers, orders, order types, and branch/plant.

The Configured Item Inventory Search program (P3220) locates inventory that can be used to fulfill the order for the configured item.

Understanding Rules Processing

When a user enters an order for a configured item, the Sales Order Entry (P4210), Purchase Order Entry (P4310), and Manufacturing Work Order Processing (P48013) programs call the Configured Item Revisions program (P3210). You use the Configure Item form (W3210B) of the Configured Item Revisions program to configure an item and perform rules processing.

During order entry, rules for configured items can be processed dynamically or you can select to use the validate configuration feature. Dynamic configuration entry is enabled or disabled at the item level on the Configured Item Information form (W3291A). Child-configured items inherit the dynamic configuration entry setting of the parent-configured item.

Regardless of whether dynamic configuration is enabled or disabled, the system processes only the rules associated with a changed segment. Each time a segment answer is changed and is valid; all of the configuration rules that reference the segment are marked for processing. The rules are then processed based on the dynamic configuration entry setting.

When dynamic configuration entry is enabled, the system dynamically validates the item configuration as the order is entered. Any time that a segment answer is changed, the entire configuration reflects the impact of the new value. When a segment answer is changed, all allowed values for other segments are updated to include only valid values based on the processed cross-segment editing rules. If there are no valid values left for a segment after the cross-segment editing rules are processed, then the system removes the segment from the configuration.

The processed assembly inclusion rules update components, price adjustments, cost adjustments, and hot spots.

Dynamic configuration entry provides immediate feedback as the product is configured and lessens the possibility of selecting invalid segment values. The configuration is in a state that can immediately be committed to an order.

When dynamic configuration entry is disabled, the Validate Configuration button appears on the Configure Item form. To enter an order for a configured item, you enter values for segments and click the Validate Configuration button. The system validates the item configuration by processing the rules associated with the changed segments.

This method of order entry and rules processing provides visibility to cross-segment editing rule error messages. Viewing the error messages gives you the opportunity to learn the configuration of the configured item. You can also provide an explanation to the consumer as to why their segment selections do not generate a valid configuration.

Click the Add to Order button to accept the configuration if no cross-segment editing rule errors exist.

You enter an order for a configured item once the Configured Item form is rendered and the grid is loaded. As you enter an order, the system verifies JD Edwards EnterpriseOne Configurator processes level by level in this order:

1. Change segment values or click the Add to Order button to accept all default values.

2. Validate segment agreement.

   System processing includes UDC validation, range checking, alpha versus numeric checking, length checking, and required versus optional checking.

3. Process assembly inclusion rules that are related to segments that have changed.

   1. Process C assembly inclusion rules and update C segments.

      The system processes C rules first because the calculated segment answer might be required to validate the configuration. The calculated segment answer might also be needed to perform additional calculations for the configured item.

   2. Process X assembly inclusion rules.

   3. Process H assembly inclusion rules.

   4. Process P assembly inclusion rules.

   5. Process Q assembly inclusion rules.

      The system processes Q assembly inclusion rules and stores the components in the Configurator Component table (F3215). The components are used by Sales Quotes (P4210) to establish cost and Order Processing (R31410) to create the parts list and establish cost.

   6. Process R assembly inclusion rules.

      The system processes R assembly inclusion rules and stores the routings in the Configurator Routings table (F3212). The routings are used by Sales Quotes (P4210) to establish cost and Order Processing (R31410) to create the routing and establish costs.

4. Process cross-segment editing rules that are related to segments that have changed.

   If dynamic configuration entry is disabled, the system displays any error messages.

   If dynamic configuration entry is enabled, the system:

   • Updates all allowed values for other segments to include only valid values.

   • Sets the valid value if there is only one allowed valid value for a segment.

   • Removes the segment from the configuration if there are no valid values left for a segment.

5. Enable the Add to Order button if no cross-segment editing errors exist.

6. Click the Add to Order button.

Note. The JD Edwards EnterpriseOne Configurator system supports upward and downward referencing within cross-segment editing and assembly inclusion rules. Upward or downward referencing has no limitations.

Work Order Processing

All components from both P and Q assembly inclusion rules are stored in the F3215 table. The routings, output of the R assembly inclusion rules, are stored in the F3212 table. When the Order Processing program (R31410) runs, the parts list and routing are retrieved from the F3215 and F3212 tables and passed back to the Parts List master business function (MBF) and the Routings MBF. Thus, the R31410 does not process configured item rules.

Error States

When entering orders for configured items, there are a few circumstances that can cause the Configured Item Revisions program (P3210) to display errors.

First, when a segment is not attached to a UDC table, it is possible to free-form type into the segment answer field. If there is a range of values assigned to that segment, then a violation creates an error.

Second, again assuming that a segment is not attached to a UDC, a cross-segment editing rule can be created that generates an error when violated.

Finally, although perhaps the first to be encountered, multiple errors can be present when first entering the Configured Item Revisions program if the default segment values create an error state.

To minimize error states, attach UDCs to segments when possible. Also, review the default segment answers for a configured item to ensure that the default values represent a valid configuration.

When setting up a configured item, you can design the segment questions in such a way as to avoid errors. For instance, ask the most important questions first. Thus the consumer will not have visibility to choices that make the configuration invalid. For example, the first question should be whether the consumer wants a car or truck and not the color of the vehicle.

You can also use warning messages. Warning messages provide information regarding a choice that may or may not work in the configuration. The system does not remove the selected value but the warning gives the user the opportunity to make a different selection.

Understanding Configured Item Price and Cost Adjustments Using Based-on Effectivity Dates

When you enter an order for a configured item and trigger validation of the configuration, the system calculates price and cost adjustments. During configuration validation, the JD Edwards EnterpriseOne Configurator system reads the based-on date code from the Configured Item Information (F3290) table.

The JD Edwards EnterpriseOne Configurator system then retrieves the date corresponding to the based-on date code of the parent configured item from the JD Edwards EnterpriseOne Sales Order Management, JD Edwards EnterpriseOne Work Order Processing, or JD Edwards EnterpriseOne Procurement systems for the order type of the original order. The value is retrieved and stored in the configurator data cache for use in processing. This date is the X rule based-on date.

The JD Edwards EnterpriseOne Configurator system retrieves the X rule based-on date from the configurator data cache and validates each X rule setup in the Assembly Inclusion Rules (F3293) table. The system compares the X rule based-on date to the effective from and through dates of the X assembly inclusion rules.

If valid X assembly inclusion rules are found, the system applies the rules to calculate the price and cost of the configured item order. Once the validated X rules are processed, the system inserts a new record or updates an existing record in the Sales Order Detail File (F4211), Work Order Master (F4801), or Purchase Order Detail (F4311) table.

For example, a configured item is setup to use the order date as the sales order based-on date and requested date as the work order based-on date. If a sales order is entered for the item on August 15th, with a requested date of October 15th, the system searches for X assembly inclusion rules that are effective on August 15th. Valid X rules apply price adjustments to the sales order. If a work order is entered for the configured item, October 15th is used to validate X rules and apply cost adjustments to the work order.

If the X rule based-on date cannot be retrieved or a blank date is returned, the system uses the requested date to process the X assembly inclusion rules. The based-on date setting of the parent configured item is inherited by the child configured items.

The based-on effectivity date functionality in the JD Edwards EnterpriseOne Configurator system is similar to the functionality in JD Edwards EnterpriseOne Advanced Pricing. JD Edwards EnterpriseOne Advanced Pricing enables the user to specify one or many dates, such as order and required, to use to include price adjustments. The based-on date code of Price Effective Date is used to sync with JD Edwards EnterpriseOne Advanced Pricing so that the system uses the same date as JD Edwards EnterpriseOne Advanced Pricing when validating X rules. This applies to both sales and purchase orders.

During sales order entry, the Price Effective Date field may display a price but you can override the value. For purchase orders, only cost adjustments from X rules are applied to the order.

See Understanding Configured Item Pricing and Costing Using Based-on Effectivity Dates.

See Defining Configured Item Information.

Prerequisites

Before you complete the tasks in this section:

• Set the Sales Order Entry (P4210) processing option for the work order line type to create work orders, or define the W line type in the branch/plant record for each configured item.

  If you leave the processing option blank, the system supplies the line type from the branch/plant.

• Set the processing options for the versions of the Sales Order Entry program (P4210) that you will use for sales quotes, transfer order entry, and direct ship order entry for configured items.

• Set the processing options for the version of the Purchase Orders program (P4310) version that you will use for configured items.

• Set the processing options for the version of the Work Order Entry program (P48013) that you will use for configured items.

See Setting Processing Options for Sales Order Entry (P4210).

See Setting Processing Options for Purchase Orders (P4310).

See Setting Processing Options for the Enter/Change Order Program (P48013).

Entering Orders for Configured Items

This section provides an overview of order revisions for configured items and discusses how to:

• Set processing options for Configured Item Revisions (P3210).

• Enter orders for configured items.

• Enter an order based on a previously ordered configured item.

Understanding Order Revisions for Configured Items

If a customer calls and needs to add or change information on an order, you can revise the order for a configured item. The JD Edwards EnterpriseOne Configurator system also enables you to revise the work order for a configured item.

This table describes types of revisions that could occur:

Forms Used to Enter Orders for Configured Items

Setting Processing Options for Configured Item Revisions (P3210)

Processing options enable you to specify the default processing for programs and reports.

Defaults

These processing options control the default information that the system uses when you run the Configured Item Revisions program.

Hot Spots

These processing options specify the hot spots that display in the Message Center on the Configure Item form.

Edits

This processing option specifies how the system processes orders with allowed lot status.

Processing

These processing options control how the system processes and displays values.

Versions

These processing options specify the version that the Configured Item Revisions program uses when calling other programs.

Entering Orders for Configured Items Using Validate Configuration

Access the Configure Item form.

Important! The Dynamic Configuration Entry check box on the Configured Item Information form must be cleared to disable dynamic configuration.

Note. You cannot complete the order until all hard errors are corrected.

Message Center

Displays configuration specific information such as the configuration state, hot spot values, and error messages.

Additional Order Entry Elements

Actions

Select an option in the Actions drop-down list and click the Go To button.

Entering Orders for Configured Items Using Dynamic Configuration

Access the Configure Item form.

Important! The Dynamic Configuration Entry check box on the Configured Item Information form must be set to enable dynamic configuration.

Note. The Validate Configuration button is not used during dynamic configuration entry.

Entering an Order Based on a Previously Ordered Configured Item

Access the Configure Item form.

To enter an order based on a previously ordered configured item:

1. Select Configured Item History in the Actions drop-down list and click the Go To button.

2. Complete the search fields and click Find on the Configured Item History form.

3. Select a sales order and click Select.

   The configuration information is brought back to the new order. The values in the Select Answer field change to those of the order that you selected on the Configured Item History form. You can revise the order or use it as it is.

4. Make any necessary changes on the Configure Item form.

   Note. If Dynamic Configuration Entry is disabled, click the Validate Configuration button.

5. Click the Add to Order button if you do not receive any errors.

Assigning Common Attributes to Configured Items

This section provides an overview of common attributes of configured items, lists a prerequisite, and discusses how to assign common attribute values.

Understanding Common Attributes of Configured Items

To better organize the configured items and simplify configurations that are entered during order entry, you can assign common attributes to configured item segments. Common attributes are initially linked to a segment in the Configured Item Segments program (P3291). You assign common attribute values on the Configurator Common Attributes form.

Common attribute values operate as default answers for each configuration level. For example, a common attribute code that is defined as Color might have a value of Red. With common attributes activated, each configured level with the common attribute code of Color automatically returns the Red value.

You set a processing option to either view common attributes for all configured items or view them as they apply within the current configuration. Additionally, you can change common attribute values during order entry.

Even if you automatically display common attributes, you can access the Configurator Common Attributes form during order entry to change the value for all associated segments. On the Configurator Common Attributes form, when you click OK, the Configured Item Revisions form appears, and you can continue to enter the order.

You also can change a single segment value using the Select Answer field.

Prerequisite

Set the Common Attribute Display and Common Attribute Display Scope processing options on the Configured Item Revisions program (P3210) to define the appearance of the Configurator Common Attributes form.

See Setting Processing Options for Configured Item Revisions (P3210).

Form Used to Assign Common Attributes to Configured Items

Assigning Common Attribute Values

Access the Configurator Common Attributes form.

Entering Nonstandard Components and Price Adjustments

This section provides an overview of nonstandard components and price adjustments and discusses how to add nonstandard components and price adjustments.

Understanding Nonstandard Components and Price Adjustments

When you need to add special parts or prices to further configure a configured item, you can enter nonstandard components and price adjustments. Entering nonstandard components and price adjustments enables you to configure the configured item without creating new assembly inclusion rules, tables, or smart parts.

Nonstandard components are priced according to the Kit/Configurator Pricing Method for the configured parent item. Price or cost adjustments are similar to the X assembly inclusion rules that are set up for the configured item. They affect only the sales order, not the work order.

Nonstandard components and price adjustments are added on the Edit Item/Price/Cost form. This form enables you to review all of the order components and prices before the line item is confirmed. Once an item or price/cost is entered, the tree display is refreshed by the system.

You can delete nonstandard components or price adjustments for the configured parent item. You cannot delete standard components and price adjustments. A nonstandard component or price adjustment can be distinguished from a standard component or price by the button that precedes it in the navigation tree on the Edit Item/Price/Cost form.

Note. On the Edit Item/Price/Cost form, items in the tree are added by the P assembly inclusion rule. Prices in the tree are added by an X assembly inclusion rule. The button next to each line in the tree designates whether the line was system-generated from an assembly inclusion rule or user-added.

Form Used to Enter Nonstandard Components and Price Adjustments

Adding Nonstandard Components and Price Adjustments

Access the Edit Item/Price/Cost form.

Add Item

Select the Add Item tab.

Print Flag

Enter a value from UDC 32/PF that indicates whether the system prints the configurator part on the sales order and work order. The system uses the value that you enter in this field to affect programs such as Print Pick Slips (R42520), Print Invoices (R42565), Bill of Lading (R42530), and parts list on Work Order Print (R31415). Values are: 0: Do not print the configurator part on the sales order or the work order. 1: Both the sales order and the work order. 2: Sales order only. 3: Work order only.

Add Item

Enter values in the fields on this tab and click the Add Item button to add the component.

Add Price/Cost

Select the Add Price/Cost tab.

Unit Price	Enter the list or base price to be charged for one unit of this item. In sales order entry, all prices must be set up in the Item Base Price File table (F4106).
Unit Cost	Enter the amount per unit, derived by dividing the total cost by the unit quantity.
Price Roll Up Flag	Enter a UDC (32/PP) that indicates whether the price or cost of an add-on is included in the price or cost of the parent configured item. Values are: 0: Separate the price or cost of the add-on. 1: Include the price or cost of the add-on in the price or cost of the parent item. When you select this value, the extended price or cost is zero.
Add Price/Cost	Enter values in the fields on this tab and click the Add Price/Cost button to add the price or cost.

Note. After you finish adding nonstandard components and price adjustments, click the Close button. If you do not receive any errors, click Add to Order on the Configure Item form. You cannot complete the order until you correct all hard errors.

Correcting Error Messages for Configured Items

This section provides an overview of error messages for configured items and discusses how to correct error messages for configured items.

Understanding Error Messages for Configured Items

During the configuration process within order entry, the system verifies the segment values that you enter with the cross-segment editing rules and configured item segments. The system verifies that you have not entered any values that violate the editing rules. If a segment value violates an editing rule, either a hard or a soft error message appears.

Hard error messages indicate significant errors from cross-segment error checking. When you receive a hard error message, you cannot proceed with the order until you correct the error.

Soft error messages do not prevent you from completing the order, but they do provide error information. You can either correct the error or leave it as it is, and the order processes either way.

If the system finds errors in cross-segment editing rules, you receive notification that error messages exist during the dynamic configuration process or after the system performs validate configuration.

Form Used to Correct Error Messages for Configured Items

Correcting Error Messages for Configured Items

Access the Configure Item form.

1. View the cross-segment editing error in the Message Center.

2. Select a value from the drop-down list in the Select Answer column, or enter a value in the Enter Answer column to change values for the segments.

3. Click the Validate Configuration button if dynamic configuration entry is disabled to verify that the error was corrected.

4. Click the Add to Order button.

   You cannot complete the order until you correct all hard errors.

Reviewing Configured Item Inventory

This section provides an overview of configured item inventory and discusses how to review configured item inventory.

Understanding Configured Item Inventory

The Advanced Configured Item Inventory Search program (P3220) locates inventory that can be used to fulfill the order for the configured item. When you initially enter the Configured Item Inventory Search form (W3220B), the default configuration is the configuration from the Configure Item form. Use an * (asterisk) in the Answer field to perform an open search for a segment. When you select a configured item from inventory, the system hard commits it to the sales order.

See Configured Item Inventory.

See Configured Item Availability.

Form Used to Review Configured Item Inventory

Reviewing Configured Item Inventory

Access the Configured Item Inventory Search form.

Reviewing Configured Item History

This section provides an overview of configured item history and discusses how to review configured item history.

Understanding Configured Item History

The Configured String History program (P3296) locates previously ordered configurations at any level of a configured item. The history includes information about customers, orders, order types, and branch/plant.

If you select a configuration on the Configured Item History form, the system pushes the configuration values back to the configuration on the Configure Item form.

See Reviewing Configured Item History.

Form Used to Review Configured Item History

Reviewing Configured Item History

Access the Configured Item History form.

Reviewing Configured Text

This section provides an overview of configured text and discusses how to review configured text.

Understanding Configured Text

Configured or generic text for a configured item is displayed in a media object. The generic text that is generated for a configured item is based on the setup that is defined on Configured Item Segments (P3291).

Configured text can include:

• Part number of the configured parent.

• Segment number.

• Segment description.

• Segment value.

• Description of the associated UDC table value.

During order entry, the JD Edwards EnterpriseOne Configurator system generates one copy of text for each configured item and attaches it to the Configurator Master Table (F3201). The generic text can be accessed from a Row menu on an inquiry form in an order entry program such as Sales Order Entry (P4210), Purchase Order Entry (P4310), or Manufacturing Work Order Processing (P48013).

Attaching the generic text to the F3201 table, rather than directly to an order, enables both greater control of the text and use of the text for each order.

The Substitute Configured Item Text processing option on the Processing tab of the Configured Item Revisions program (P3210) controls how the generic text is generated. The processing option enables you either to replace all of the text every time a change is made or to append the new text to the bottom of the existing text.

If the system generates purchase orders for components of configured items during order entry, the configuration specific information is sent to the supplier in the form of media objects.

Form Used to Review Configured Text

Reviewing Configured Text

Access the Customer Service Inquiry form.

Review the generic text for the configured item.