Find Existing Configuration

Explanation

This activity is used to search for the available configurations in stock, with limited access to information relating to the characteristics of a given configuration. The Configuration Search Assistant also offers the ability to either reserve an available configuration quantity, or to define a configuration ID supported by the valid part configuration revision, for manufacturing or purchasing.

Prerequisites

• A configuration characteristic must exist with the necessary option values.
• A configurable part must exist with a configuration family (can contain discrete and/or variable characteristics) connected to the part in the Part Catalog/Config Part Catalog tab.
• A configuration should not have been entered previously for the order line. The Assistant will not overwrite an existing configuration ID.

Note 1: When using the Assistant by right-clicking on the Customer Order window, a customer order header with at least one order line for a configurable part, must have been entered and saved. 
Note 2: Only those configurations that exist in the Configuration Specifications Usage window with the configuration usage type Shop Order and/or Purchase Order can be found.

System Effects

As a result of this activity:

• The available configuration quantity can be reserved directly for the customer order line.
• A configuration ID, supported by the valid part revision, can be defined for manufacturing or purchasing.

Window

Configuration Search Assistant
Customer Order

Related Window Descriptions

Configuration Search Assistant
Customer Order 

Procedure

1. Open the Configuration Search Assistant.

Note: You can open the Assistant from the Customer Order window by right-clicking on the order line of an existing customer order, pointing to Configuration, and then clicking Find Existing.

2. On the Configuration Search Assistant dialog box that appears, enter the part number or select a value from the list.

Note: If the Assistant was opened using the Customer Order window, the sales part number is automatically converted to the part number.

3. Optionally, a configuration ID can be entered to narrow down the number of results and speed up the Assistant procedure. If a configuration ID is entered, continue with step 9.
4. Click Next.
5. For each configuration characteristic shown, specify an option value in the Characteristic Value field by either typing or selecting a value from the list.
6. To add or change a quantity of a characteristic, enter the quantity in the Characteristic Qty field.
7. Click Next.
8. All configurations matching the setup of characteristics are presented, independent of whether the part configuration revision is valid or not.
9. Select a configuration and click Next.
10. A summary of the configuration details is displayed. Click Previous to make any changes.
11. Select the Make Reservation check box if you want to reserve the available qty.

Note: The Make Reservation check box is shown only if you opened the Assistant using the Customer Order window.

12. Click Finish.
13. The View Configuration Specification window appears.

Note: If you opened the Assistant using the Customer Order window, when you click Finish, the configuration ID gets added to the customer order line.