Setup Considerations for Configured Item Work Order Processing

To correctly process work orders for the configured item, you must set the processing options for Order Processing (R31410) accordingly. You might want to create a separate version of Order Processing that is specifically for configured items.

On the Process tab, set the Generate Parts List and Routing Instructions field to create both the parts list and routing. This option must be used for configurator processing.

Set the Update Parts List and Routing Instructions field to update the existing parts list and routing instructions when changes are made to an order and order processing is run again.

On the Parts List tab, leave the Substitutions field blank. Substitutions are defined in the bill of material. Since configured items do not have a standard bill of material, no substitutions can exist.

When a configured item is entered on a sales order, the original line type of the components has an inventory interface and drives commitments. The commitments remain against the sales order until Order Processing is run.

The only commitment that remains on the sales order is for the parent configured item. This commitment remains to drive demand and fulfill the sales order.

On the Sales/Config tab, identify a status in the Next Status field. This value identifies the next status of component lines on a sales order for a configured item. It can be any valid status for the line type that was entered in the Line Type processing option field.

On the Sales/Config tab, set the Standard Cost Calculation field to calculate the standard cost for the configured item.

Typically, the standard cost for an item is calculated based on the manufacturing bill of material and manufacturing routing. However, configured items do not have a manufacturing bill of material or manufacturing routing. The bill of material and routing for a configured item can be defined once the final configuration is known, which is after order entry.

Order processing determines the standard cost of a configured item from the configured parts list and routing. The cost of the configured item includes the labor on the configured routing, material and components on the configured parts list, and outside operation information. The cost is stored in the Production Cost table (F3102), which is also called the Work Order Variance table. The program also updates standard costs on the associated sales order detail line.

The option to calculate the standard cost only if it was not already calculated provides flexibility when processing sales quotes or changing a sales order. This processing option setting enables you to keep the original cost or recalculate it.

The Printing 1 Tab processing options define how the work order parts list prints.

The Printing 2 Tab processing options define how the routing instructions print on the work order.

On the Printing 2 tab, identify a value in the Sales Order Text Lines field. If you set the processing option to print work orders, the Sales Order Text Lines processing option setting specifies whether the system prints sales order text lines on the work order. The text lines print in the remarks area of the work order.

Configured items always print the sales order generic text on the work order, regardless of how this option is set.

The Configurator Generic Text processing option enables you to print the generic text from the order onto the work order.