Working with Configured Item Revisions

This chapter provides overviews of the Configured Item Revisions program and the Validate Configuration feature, 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 text.

Understanding the Configured Item Revisions Program

After you have 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 Configured Item Revisions. 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 Configured Item Revisions 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.

The Attribute 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 Attribute Filter field.

The segments that represent the features and options of the configured item that is highlighted appear. Several fields are displayed to further define the segments. You enter a value for each segment in the Select Answer field. The Select Answer field gives you access to any UDCs that might be defined for the segment. The system edits each segment value by using UDC tables, ranges, and numeric specifications.

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.

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).

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 Common Attribute form. The color is then applied as the answer to all of the segments that are associated with that particular common attribute.

You can display up to three different hot spot values on the Configure Item form. The initial hot spots that appear after successful calculation are set by the processing options. To select other hot spot values, click the description of the hot spot that you want to change and select another hot spot UDC.

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.

Within the order entry process, you use the Validate Configuration feature to process the configured answers as they are entered. The Validate Configuration feature expands the multilevel structure of the configured item. This feature is set up to process when you reset the configuration to the default segment answers, when you return string history, or when you manually click the Validate Configuration button.

The Validate Configuration functionality uses the cross-segment editing rules to validate feature and option compatibility. After Validate Configuration functionality is performed, the system displays any errors that were found, and a stop sign at the bottom of the form. You can read the error messages to determine how to fix the configuration choices to create a valid configuration.

If no errors occurred and the configuration is valid, the Add to Order button will be enabled and the hot spots will be populated with values. The system processes derived calculations and assembly inclusion rules according to the segment values.

Understanding the Validate Configuration Feature

During order entry, the Validate Configuration feature verifies JD Edwards EnterpriseOne Configurator processes level-by-level in this order:

• Segment agreement.

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

• C assembly inclusion rules.

  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.

• Cross-segment editing rules.

  The system validates the configuration before processing the remaining rules.

• P assembly inclusion rules.

• Q assembly inclusion rules, as needed.

  The system processes Q assembly inclusion rules during Sales Quotes (P4210) (to establish cost) and Order Processing (R31410) (to create the parts list and establish cost), depending upon system setup.

• R assembly inclusion rules, as needed.

  The system processes R assembly inclusion rules during Sales Quotes (P4210) (to establish cost) and Order Processing (R31410) (to create the routing and establish cost), depending upon system setup.

• X assembly inclusion rules.

• H assembly inclusion rules.

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.

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

Access the Configure Item form.

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

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 the Configured Item History tab.

2. Complete the search fields and click Find.

3. Select a sales order and click Select.

   The configuration information is brought back to the new order where you can revise it or use it as it is.

4. Make any necessary changes and click the Validate Configuration button on the Configure Item form.

   The values in the Select Answer field change to those of the order that you selected on the Configured Item History tab.

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 processing option for the Configured Item Revisions program (P3210) to automatically display the Configurator Common Attributes form.

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 validate 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 after the validate configuration process.

Form Used to Correct Error Messages for Configured Items

Correcting Error Messages for Configured Items

Access the Configure Item form.

To correct error messages for configured items:

1. View the cross-segment editing error.

2. Select a value from the drop-down list box 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 to verify that the error has been corrected when you have finished.

4. Click Add to Order.

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

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.

Form Used to Review Configured Text

Reviewing Configured Text

Access the Customer Service Inquiry form.

Review the generic text for the configured item.