Edit Project Item Configuration

Explanation

It is possible to edit the configuration characteristics of a configured part revision that is effective for the demand order. Configurations can be modified in the Project Product/Items, Customer Order, Sales Quotation, Business Opportunity, Shop Order, DOP Header, DOP Order, Interim Demand Header windows or their overview windows.

If the requested configuration of a part cannot be produced in time or if it cannot be produced at all, the configuration may be changed. The conditions to be able to edit the characteristic record of the configuration after a change of the required date, are different depending on if the change means that another part configuration revision is effective or not. If the new required date is within the original part configuration revision, no change is done and the original part configuration revision is used when editing the configuration. If the changed required date falls within another revision, it is possible to either continue with the original revision or use the new effective revision. If the new revision is used when editing, all identical characteristic options towards the original revision is used and all other characteristics/options are excluded. All new mandatory characteristics must be defined. If the original revision is used when editing, the original configuration will be displayed in the window.

If the planned delivery date is changed and the new effective part configuration revision is selected, then all configuration base prices are updated according to the prices defined for the effective revision. It is not possible to change the base part revision and retain the original prices or select the configuration base prices of another revision. All prices are strictly connected to its part configuration revision and can only be used to define the sales price when the revision is used.

If the intended configuration cannot be produced the configuration may be changed. It is not possible to edit the configuration if the DOP header is connected to a customer order line. If the DOP order is pegged to another DOP order in the same structure a warning message will be given.

When the edit configuration template is opened via the Configuration Template window, it is possible to edit the configuration template and save the template with the changed data.

The status of the configuration will be set to Incomplete when a value, in any of the mandatory or optional characteristic fields, has been deleted in the configuration. When the status is Complete, connected project item lines can be processed further. Characteristics set to hidden in basic data can be displayed during configuration if needed by using Show hidden rows.

If sales rules are connected to the configure part and revision, the sales rule engine is executed automatically when you open the window in create or edit mode. All sales rules are then executed upon any change of characteristic or option value in the configuration section. Use the Sales Rule Logger dialog box to analyze the sales rule evaluation. Use the Latest Changes dialog box to analyze the characteristics added, removed and modified with regard to the latest change in the configuration.

Prerequisites

• IFS/Configuration Back Office and IFS/Configuration Characteristic should have been installed. Also, the part should have a configuration.

System Effects

The latest changes from the configuration are displayed in the Latest Changes dialog box and the displayed data cannot be edited.

Window

Project Product
Project Item Navigator
Project Items

Related Window Descriptions

Create, Edit, View Configuration

Procedure

1. If you are on the window in which the configurable project item is displayed (Project Product/Item, Project Item Navigator/General, Project Item Navigator/Consist of, Project Items), right-click and point to Configuration. Then click Edit. The Edit Configuration window opens, displaying the list of the configuration characteristics and their defined values for the part.

Note: If the Configure by Category mode is selected, use Previous (Alt + P) and Next (Alt + N) to continue with the configuration. View all characteristics when the configuration is in the Completed state by using the short key (Alt + A) or by selecting the View All check box.

2. To add or change a characteristic value, either change the value in the Characteristic Value field, or select the row and click List. If the List of Values is available, select the required value and click OK. Select the Display Unavailable Options check box if you want to display and select unavailable options. If the List of Values is not available, click in the field and enter or change the value. Repeat for each characteristic.
3. To add or change the quantity of the characteristic, enter the quantity in the Qty Characteristic field.
4. To add a characteristic, click New, and then press List. In Characteristic ID, select the line with the characteristic to add, and then click OK. Enter or change the characteristic value and quantity if necessary. Repeat for each new characteristic.
5. To remove a characteristic, select the line to remove, and then click Remove.
6. If sales rules are connected you can review the sales rule evaluation by right-clicking and clicking Sales Rule Logger.
7. If you want to analyze the latest changes, right-click and then click Latest Changes. The Latest Changes dialog box opens. Analyze the changes and close the dialog box to continue with the configuration.