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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Configuration Management
1.1
Features
1.2
Terms and Concepts
1.2.1
Analyzing Your Configured Items
1.3
Tables
1.4
System Integration
1.4.1
Enterprise Requirements Planning and Execution Review
1.5
Example Multi-Level Configured Item
Part I Setup
2
Overview to Configuration Management Setup
2.1
Objectives
2.2
About Configuration Management Setup
3
Set Up Item Information
3.1
Entering Item Master Information
3.2
Entering Branch/Plant Information
3.2.1
Processing Options
3.3
Entering a Routing
3.3.1
Processing Options
4
Set Up Configurator Smart Parts
4.1
About Smart Parts
4.2
Setting Up Smart Parts
5
Set Up Distribution Information
5.1
Setting Up Line Types
5.2
Setting Up Order Activity Rules
5.3
Setting Up Price Information
5.4
Setting Up Pricing Groups
5.4.1
To set up item price groups
5.4.2
Processing Options
5.5
Setting Up Discounting Information
6
Set Up Constants
6.1
Setting Up Constants
7
Set Up Segments
7.1
Setting Up Segments
7.1.1
Before You Begin
7.2
Defining a Segment
7.2.1
What You Should Know About
7.3
Setting Up User Defined Codes
7.4
Locating Segment Information
7.5
Comparing Segment Values
7.5.1
Processing Options
8
Set Up Cross-Segment Editing Rules
8.1
Setting Up Cross-Segment Editing Rules
8.1.1
Logic Statements
8.1.2
Error Messages
8.2
Setting Up Cross-Segment Logic
8.2.1
What You Should Know About
8.2.2
What You Should Know About
8.2.3
What You Should Know About
8.3
Setting Up Custom Error Messages
8.4
Reviewing Cross-Segment Editing Information
9
Understand Derived Calculations
9.1
Algebraic Formulas
9.2
Segment References
9.3
Trigonometric and Logarithmic Functions
9.4
Substrings
9.5
Concatenations
9.6
Referencing External Fields
9.7
Referencing External Programs
9.8
Calculating Smart Parts
10
Set Up Assembly Inclusion Rules
10.1
Set Up Assembly Inclusion Rules
10.1.1
Logic Statements
10.1.2
Advanced Assembly Inclusion Rules
10.2
Defining Assembly Inclusion Rules
10.2.1
What You Should Know About
10.2.2
What You Should Know About
10.2.3
What You Should Know About
10.2.4
Processing Options
10.3
Locating Assembly Inclusion Rules
11
Set Up the Configurator Subsystem
11.1
Setting Up the Subsystem
12
Understand Tables
12.1
About Tables
12.1.1
Example: Multiple Segments, Exact Lock
12.1.2
Example: Multiple Segments, Column Lock
13
Set Up Tables
13.1
About Tables
13.2
Setting Up Tables
13.3
Setting Up Table Dimensions
13.3.1
What You Should Know About
13.3.2
Processing Options
13.4
Setting Up Configured Item Cross-Reference
13.4.1
What You Should Know About
13.4.2
Processing Options
13.5
Setting Up Table Values
13.5.1
Processing Options
13.6
Linking a Table to an Assembly Inclusion Rule
13.7
Printing Table Information
14
Print Reports
14.1
Printing Segment Information
14.2
Printing Cross-Segment Editing Rules
14.3
Printing Assembly Inclusion Rules
14.3.1
Processing Options
Part II Sales Orders
15
Overview to Configured Item Sales Orders
15.1
Objectives
15.2
About Sales Orders
16
Work with Configured Item Sales Orders
16.1
Entering a Sales Order in Text Mode
16.2
Entering a Sales Order in Assisted Mode
16.3
Entering a Sales Order in Assisted Prompt Mode
16.3.1
To enter a previously ordered configured item
16.3.2
What You Should Know About
16.4
Working with Error Messages
16.5
Reviewing Configured Text
16.6
Revising a Sales Order for a Configured Item
16.6.1
What You Should Know About
16.7
Converting Sales Quotes for Configured Items
16.7.1
Before You Begin
16.7.2
Processing Options
Part III Configured Items
17
Overview to Configured Items
17.1
Objectives
17.2
About Configured Items
18
Process Work Orders
18.1
Processing Work Orders
18.1.1
Before You Begin
18.1.2
What You Should Know About
18.1.3
Processing Options
19
Work with Configured String History
19.1
Generating the Configured String History
19.2
Reviewing the Configured String History
20
Understand Configured Items and Manufacturing
20.1
Reviewing Hours and Quantities
20.1.1
Example: Reviewing Hours and Quantities
20.1.2
Processing Options
20.2
Working With Manufacturing Accounting and Product Costing
20.3
Working with Work Order Completions
21
Understand Configured Items and Distribution
21.1
Working with Configured Item Inventory
21.1.1
Example: Issues
21.1.2
Example: Transfers
21.1.3
Example: Adjustments
21.2
Checking Availability
21.2.1
Checking Availability during Sales Order Entry
21.2.2
Example: Summary Availability
21.2.3
Example: Detailed Availability
21.2.4
Example: Reviewing Customer Service Information
21.3
Working with Pick Lists
21.3.1
Example: Pick Lists
21.4
Working with Shipments
21.5
Working with Invoices
21.5.1
Example: Invoice
22
Understand Kit Pricing in Configured Items
22.1
Understanding Kit Pricing in Configured Items
Part IV Processing Options
23
Setup Processing Options
23.1
Branch/Plant Item Information (P41026)
23.2
Manufacturing Data (P41027)
23.3
Routing Master Revisions (P3003)
23.4
Customer/Item/Order Detail Group (P4092)
23.5
Assembly Inclusion Rules (P3293)
23.6
Rule Table Definition (P3281)
23.7
Configured Item Cross-Reference (P3282)
23.8
Table Detail (P3283)
23.9
Rules Table Print (P3283P)
24
Sales Orders Processing Options
24.1
Sales Order Entry (P4211)
25
Configured Items Processing Options
25.1
Generate and Print Configured Work Orders (Subsystem) (P31410)
25.2
Work Order Time Entry (P311221)
A
Functional Servers
A.1
About Functional Servers
A.1.1
Example: Voucher Processing Functional Server
Index
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