1. Fields & Definitions for Order Configurator
1.1. Order Configuration & Price Break Tab

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:

Qty

This is the quantity for the price break. 
Standard price

This is the calculated Standard price from the Features and Options screen pertaining to the quantity per entered.  This field is not editable. 
Sales Price

This is the calculated Sales Price pulled from the Feature & Option screen pertaining to the quantity per entered.  It will also calculate in the price information from the Other Charge section. Every time you change or enter a new Option or Other Charge $ the Sales Price will recalculate. The user does have the option to re-enter/over-write this amount if needed.
Add price Break (Button)

This is the button used to add a new Price Break.
Delete Price Break (Button)

This is the button used to delete a Price Break.

Other Charge section:

Description

This is the description of the Other Charge.
Sales Price

This is the Sales Price pertaining to the Other Charge.
Add (Button)

This is the button used to Add a new Other Charge.
Delete (Button)

This is the button used to Delete an Other Charge.
Other Charge Total

This is the total of Other Charges.

 

1.2. Features & Options Tab

Features & Options Tab Field Defintions

 

Features Section

 Req  A check in this box denotes that the feature is required
 Excl A check in this box denotes that this feature is not an option/excluded
 Description

This is a description of the feature.

Options Section

Req

A check in this box denotes that the option is required.
Part Number

This is the Part Number per the Inventory Master. 
Rev

This is the number of the revision pertaining to the Part Number.
Part Class

This is the classification of the Part Number listed on this line.
Part Type

This is the type within the classification pertaining to the Part Number listed on this line.
Qty Per

The is the quantity number needed for the Part Number listed on this line.

Extended Quantity

 This is the Price Break quantity highlighted in the Order Configurator & Price Break tab multiplied by the Quantity Per.
Standard Cost This is the Standard Cost for the Part Number listed on this line item.  This is defaulted in from the Inventory Control module.  This field is read only.
Standard Price This is the Standard Price for the Part Number listed on this line item. This is defaulted in from the price entered in the Sales Price List Information module for the price break quantity highlighted in the Order Configurator & Price Break tab multiplied by the extended qty.  This field is read only.
Sale Price

This is the Sales Price for the Part Number listed on this line item.  This field is editable.
Option Total

The total of the Standard Price and Sale Price columns.

 

 

                       

 

1.3. Prospect Tab

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.