Order Configurator & Price Break tab Field Definitions

Customer	The name of the customer for which the Order Configuration was created.
Config Date	The date on which the Order Configuration was created.
	If lit in red, depressing this button will display a note about the Order Configuration
Class	This is the product classification.
Type	This is the product type within the classification.
Description	This is the description for theproduct.
Part Number	This is the Order Configuration number assigned to the part.
Rev	This is the revision number pertaining to the Part Number.
	The user depresses this button to create a Bill of Materials for the Order Configuration.

Price Break section:

Other Charge section:

Features & Options Tab Field Defintions

Features Section

Options Section

Prospect Tab Field Definitions

Prospect screen is where you have the ability to set up a prospective Customer into the system.  Then when needed Transfer the Customer information directly into the Customer Information module.

Prospect	This is the name of the new prospective customer
Phone	This is the phone number of the prospective customer
Fax	The is the fax number of the new prospective customer.
	This button is used to transfer the prospect information into the Customer Information module.Note:If you set up the customer in this way, you will still have to go into the Customer Information module to set up FOB, Ship Via, Ship Charge, Account Number, Transit Days, Delivery Time, Sales Tax, Shipping Charge Tax, Territory, Sales Discount Type, Reseller Number, Terms, Credit Status, Credit Limit, Shipping Instructions and Profile.
Bill To	This is the prospective customer’s billing address.
Ship To	This is the prospective customer’s ship to address.
	Depressing this button will allow the user to add a new customer contact.
	Depressing this button will allow the user to delete a customer contact.
Last Name	This is the last name of the customer contact.
First Name	The first name of the customer contact.
Title	This is the title of the customer contact, such as Buyer, etc.
Phone	This is the phone number of the customer contact.
E-mail	This is the E-mail address of the customer contact.
Fax	This is the fax number of the customer contact.

Enter Sales Mgt/Order Configurator/Configuration

The following screen will appear:

Depress the Prospect Tab. Depress the Add button.  Enter your password. 

Type in the Prospect name, Phone number and Fax number.  Type in the Bill To and Ship to addresses.

Depress the Add button in the middle of the screen to enter the customer contact.

Depress the Save Action button.

Depress the Transfer to Customer button to forward the Prospect information into the customer tables.  The following message will appear:

Note:If you set up the customer in this way, you will still have to go into the Customer Information module to set up FOB, Ship Via, Ship Charge, Account Number, Transit Days, Delivery Time, Sales Tax, Shipping Charge Tax, Territory, Sales Discount Type, Reseller Number, Terms, Credit Status, Credit Limit, Shipping Instructions and Profile.

Enter Sales Mgt/Order Configurator/Configuration Setup Module. This section is used to setup configuration by Type, then by features, then by Part Numbers.These defaults will be used in the Order Configuration Module.

The following screen will be displayed:

Depress the Add Record icon.

The system is going to require you to enter in the Class, Type, Description and Customer.

At this point the user has the option to leave the Routing field blank or the user can enter a part number of an existing assembly in inventory, by depressing the Edit button, select the desired assembly from the find screen.  The system will then automatically copy the routing from the selected assembly when the “Create BOM” button has been activated within the Order Configuration module (see below section).

Save the record and the completed screen will appears as follows:

To edit, highlight the desired Product Type. Depress the Edit Action button. The system will allow you to edit the Class, and Type.  Depres the Save Action button to save changes or depress the Abandon changes Action button to abandon changes. 

To delete an item, highlight that item. Depress the Delete Action button.

The second screen is the Product Feature Setup. This is where you will setup the Product Features List Descriptions.

Depress the Add Record icon. Then enter in the desired Description.

Depress the Save Record Action button and the completed screen will appear as follows:

To Edit, highlight the item, depress the Edit Action button, type in the desired changes and depress the Save Record Action button.

To Delete, highlight the item, depress the Delete Record Action button.

The third screen is the Order Configuration Setup. This is where you select what inventory part numbers will be assigned to each Product Type.

Depress the down arrow at the right of the Class, Type, Description field. All of the Product Types will then become available for selection.

Select the desired Product Type. Then depress the Edit Record icon.

The Add & Delete Feature and Add & Delete Option buttons will then become available.

Depress the ‘Add Feature’ button. The available Product Features will be displayed. You may select more than one Feature at a time to add. Highlight the items, while holding the Control key down. Depress the OK button. The features you selected will populate the Feature side of the screen.

The “Excl” column has been added to this screen.  Meaning if the highlighted feature has Excl marked it can have only one option selected within right section. Selecting a second option would uncheck the first checked option.

Highlight the Feature for which you want to add options.

Depress the Add Option button.  The following selection screen will appear: Go through the process and add as many desired Inventory Part numbers to the Options section.

Then mark which options are to be defaulted as Req.

Scroll to the right of the Options sections and enter in the desired Qty Per. This will be the default Qty Per the user will see when they depress the ‘Edit Config” button within the Sales Order module (the user will be able to edit if needed).  This amount will also default the Qty Per within the Order Configuration screen.

The completed screen should appear as follows:

Enter Sales Mgt/Order Configurator/Configuration

The following screen will appear:

Depressing the Find button will bring up a selection screen, as follows:

If the user selects Find by Config Part Number, an Order Configuration list will display: Type the Part Number into the red box or highlight and double click to select.
If the user selects Find by Customer, a list of customers with Order Configurations will display: Type the Customer Name into the red box or highlight the selection and double click.
A list of Order Configurations pertaining to that customer will display:  Type the Part Number into the red box or highlight your selection and double click.
If the user finds by Product Type, a list of products with Order Configurations will display:  Type the Part Number into the red box or highlight your selection and double click.

Enter Sales Mgt/Order Configurator/Configuration

The following screen will appear:

Go into the Sales Price List Information module. Using the Find Record Action button, find a Part Number. Depress the Edit Action button.  You will be prompt for your password.  Depress the Add Button located under the Customer List Section and add the prospective customer to this part number.  Depress the Save record Action button.

Note:  If the product only has standard price without any other customer in the list, then the system will use the standard price to calculate price later in SO or in Order configuration modules.

Add the applicable Price Breaks.

Return to the Configurator module. Within the Order Configuration & Price Break tab, depress the Add Record Action button.

You will be prompted for your password.

A Product Type list as set up in Order Configuration Setup, will appear:

Highlight the Product Type you desire and double click.

The following information will populate the screen based on what was entered within the Order Configuration Setup module.

Type in the Part Number. Type in the Revision number and depress the Enter key.

If you want to record a note regarding this Order Configuration, depress the Config Note button.The following screen will appear:

Depress the Edit Action button. Type in the note.  Depress the Save Action button.  Depress the Exit Action button.  The Config Note button will light up in red.

In the Price Break section, type in the Break Quantities. (The standard cost will default in from the Sales Price List Information module).  The total Sale Price will default in from the Features & Options screen.   To add another Price Break, depress the Add Price Break button.

To add an Other Charge, depress the Add button at the bottom of the Other Charge section.  Type in the Description of the Other Charge.  Type in the Sales Price of the Other Charge.

The completed tab will appear as follows:

Highlight the feature in which you are interested. The part numbers and information assigned to that feature within the Order Configuration Setup  will populate the screen.

Type in the quantity per for each item. The extended quantity will automatically update.

The Standard Price information will forward from the Sales Price List Information module for that particular part number.

Then type in the Sales Price for each item. 

Repeat the above steps in the Order Configuration & Price Break tab and in the Features & Options tab until the Sales Price has been added to all of the Price Breaks.

Depress the Order Configuration & Price Break tab, notice that the Standard Price updated in this tab. 

Depress the Create BOM button, the following message will then appear. 

The system has now setup a new Bill of Materials for this Part number.

The user would open a sales order, and select the button called “Add Config” to add a configurable product. Then they can select from an already established “configuration type” as created in the Configuration Setup. Once the configuration is completed, the components of the configuration then become line items on the sales order. The configured assembly will show as a miscellaneous line item. The pricing should be either:

1. The configuration line is manually priced by the user as required.
2. The component lines would carry the pricing from the Sales Pricing Module.

Once the Sales Order is saved, it will stand as a normal sales order, and any further changes would be made in the normal edit mode without further involvement with the configuration module. This would include the ability to delete the original Configuration Type, if desired, just leaving the selected components.

Enter the Sales Order Management Module

The following screen will be displayed:

Depress the Add Record Icon, enter your password.

Begin processing the order as you would a normal Sales Order record. Select the Customer Name, Buyer, etc. . .

Depress the ‘Add Config’ button located at the bottom of the screen. The following selection screen will appear.

Note: that only Product Types associated with the selected Customer (or Standard Price) record within the Order Configuration Setup module will be pulled forward into this selection screen.

Make your desired selection by double-clicking on the record. The following information will be pulled forward into the Sales Order module.

Enter in the Order Qty.

Enter in the Schedule information.

Enter in the Pricing information.

Return to the Sales order Main Screen.  Depress the ‘Edit Config’ button located at the bottom of the screen.

The associated Configuration information will be displayed.

Within this screen you will be able to make needed changes to the Qty Per and Req column if needed.  The Extended Qty column will be calculated based on the Order Qty entered on the Sales Order.

Once saved, the only editing possible is to the individual lines on the Sales Order, the same as on a regular Sales order.

Depress the Save changes Action button and Exit the above screen.  The system will then proceed to display the selection screen for each Part number. 

Select the desired AVL Location you wish inventory to be pulled from upon shipping.  If no inventory is available a demand will be displayed in MRP.  Note; each part number will be displayed in the Blue header bar.

The Schedule information for each item will be the same as the added Config Line item.

Each line item will pull the pricing information forward from the Sales Price List Information module.

Note:  While a user can include more than one configuration, it is not advised for ease of use during packing and shipping.

Save the record.  The Sales Order Acknowledgement report will display as follows:

Using the Packing list to ship the configuration requires the shipping clerk to ship each item equally.

If any of the items in the configuration are serialized, the user will have to enter the serial numbers for the line item(s) accordingly. So user will need to prepare for this by devising a system of capturing serial numbers before they are boxed up with the configuration. There can’t be a collection of serialization of the configuration part.

Enter the Packing List Management module

Depress the Add Record Action button.  The following find selections will appear:

Depress the Add by Sales Order. Highlight the Sales Order Number or enter Sales Order Number in the Red box  The Customer information will populate the Packing List main screen.

Enter the Detail tab.  Depress the ‘Add sales order item(s)’ button. The following screen will be displayed.

Select configuration items desired. You can either enter in each ship qty individually, or use the ‘Ship Set’ button.

If you depress the "Ship Set" button, the following message will display.

Select Yes, then enter in the desired Ship Set qty.

The system will automatically calculate each Ship Qty based on the Qty per entered within the Sales Order module.

If the ship quantity exceeds the backorder or available qty, the quantity would be reduced to that available. This ‘Ship Set’ button is only for purposes of populating the Qty field in the Detail sheet. The user still has the ability to edit or modify the Qty column before saving.

Save the Packing List record. The Packing List form will appears as follows:

Enter the Invoice Management module

Use one of the Record Find Features and Open the desired Invoice Number.

The Invoice information will populate the screen.

Enter the Detail Tab. The item information will appear as usual.  You have the option to edit any Pricing information if needed before posting the record.

The printed Invoice form will appear as follows: