Creating Interim Order—Exercises

Required Data

Enter Make to Order Data

Purpose: The purpose of this exercise is to simplify the process of setting up data correctly in order to complete the exercises below. This data is required when creating interim orders for non-configured parts (non CTO).

1. Set up Make to Order (MTO) manufacturing data.

General Exercise for Overview of Make to Order Data

Create Configuration Family and Configuration Characteristics

Purpose: The purpose of this exercise is to set up your own set of configuration characteristics that you will use throughout the rest of these exercises, as opposed to using configuration characteristics that are already set up in the system for you. This data is required when creating interim orders for configured parts (CTO).

1. Create some configuration characteristics.
2. Create a configuration family and add your defined configuration characteristics to the family.
3. Create a configuration part in the part catalog.

General Exercises for Creating Characteristics, Creating Configuration Family and Attaching Characteristics, Creating Configuration Parts.

Create a Configuration Structure

Purpose: The purpose of this exercise is to set up the prerequisite data that is needed for the main exercises. This data is required when creating interim orders for configured parts (CTO).

1. If you have not yet done so, copy all parts from site 1 to your site using 910 as the value for the Comm. Group 2 field.
2. Update information for parts as shown in the table below.

3. If you have not yet done so, copy configuration structure 10 from site 1 to your site.

General exercise for Copy Inventory Part, Create Configuration Structure.

Main Exercises

Purpose: The purpose of these exercises is to show you how to create and maintain an interim order. You will also become familiar with the use of the interim order in the configure-to-order (CTO) flow.

Windows:
Interim Demand Header
Configuration Structure

Creating Interim Orders (Non CTO)

1. Open the Interim Demand Header window.
2. Create a new record.
3. Enter a description, part number 22-110, and a demand quantity on your site. Also enter a date that is at least 10 days later than the current date in the Date Required field.
4. Save the record.
5. Right-click on the Interim Demand Header window and select Evaluate Rules. The Evaluate Rules dialog box is opened.
6. Select the Complete Log option in the Evaluate Rules dialog box.
7. Click OK.
8. Open the Interim Order window and query for the interim demand header ID that you created. (Alternatively, right-click on the Interim Demand Header and select Interim Order).
9. Click the Component tab.
10. Create a new record.
11. Enter a value in the Component Part field.
12. Enter 2 in the Comp Qty Req field.
13. Save the record.
14. Click the Operation tab.
15. Create a new record.
16. Enter 10 in the Operation No field.
17. Enter Test Engine in the Operation Description field.
18. Enter a value in the Work Center No field. Use the List of Values to select a value.
19. Enter 10 in the Mach Run Factor field.
20. Save the record.

Calculating Interim Order Cost

1. Open the Interim Demand Header window.
2. Query for the interim header ID created above.
3. Right-click and then click Calculate Cost. The Calculate Cost dialog box is opened.
4. Enter a value in the Cost Set field. Use the List to select a suitable value.
5. Click OK.
6. In the Costs tab, you can see the calculated cost for the selected interim order per cost set. Select the item in the tree structure and then select the cost set in the Costs tab. This information can also be viewed in the Costs tab of the Interim Order window.
    

Creating Interim Orders (CTO) 

1. Open the Interim Demand Header window.
2. Create a new record.
3. Enter a description, part number 10, and a demand quantity on your site. Also enter a date that is at least 10 days later than the current date in the Date Required field.
4. Save your changes.
5. Create a configuration by right-clicking, pointing to Configuration, and clicking Create. 

Note: All required characteristics for which you must define a value, are automatically shown in the Create Configuration window. If any default values have been specified for this part configuration revision, they appear in this window. The default value can be left as is or changed. You always get a new configuration ID when you create or edit a configuration. If the configuration that you define has already been created in the system, the ID changes to the ID that was created first. This ensures that you will not have more than one ID for each configuration. 

6. Enter option values shown in the table below.

   Characteristic ID	Characteristic Value	Qty Characteristic
   GDHEIGHT	3500
   GDWIDTH	4500
   GDPOWERSYS	240
   GDCOUNTRY	NA
   GDFINISH	2
   GDCOLOR	WHITE
   GDLOCK	ASSA
   GDHANDLE	CLASSIC

7. Click OK when done.
8. Evaluate the complete log. The structure(s) and orders are created.

Evaluating the Configuration

1. Open the Interim Demand Header window.
2. Create a new record.
3. Enter a description, part number 10, and a demand quantity on your site. Also enter a date that is at least 10 days later than the current date in the Date Required field.
4. Save your changes.
5. Create a configuration (right-click, point to Configuration, and click Create). 

Note: All required characteristics for which you must define a value, are automatically shown in the Create Configuration window. If any default values have been specified for this part configuration revision, they appear in this window. The default value can be left as is or changed. You always get a new configuration ID when you create or edit a configuration. If the configuration that you define has already been created in the system, the ID changes to the ID that was created first. This ensures that you will not have more than one ID for each configuration. 

6. Enter option values shown in the table below.

   Characteristic Id	Characteristic Value	Qty Characteristic
   GDHEIGHT	3500
   GDWIDTH	4500
   GDPOWERSYS	240
   GDCOUNTRY	NA
   GDFINISH	2
   GDCOLOR	WHITE
   GDLOCK	ASSA
   GDHANDLE	CLASSIC

7. Click OK. The Evaluate Rules dialog box is opened.
8. Select the Complete Log check box and click OK.
9. Analyze the structure and then click the Result Log tab to evaluate the result log.  The result log displays 14 warning and 5 information messages. 

Note: While doing this exercise, you may not receive the exact number and types of messages if you performed exercises and steps in a different order than assumed by this exercise. In your daily work, the number and type of messages you receive will depend on the structure, routing, work guidelines, tools, and configuration rule definitions you use.

10. Open the Configuration Structure window. (You will change some of the configuration rules to simulate receiving different messages in the result log.)
11. Query for part 10 on your site.
12. Click the Config Structure tab and select component 14. Right-click and then click Configuration Structure Rules.
13. Click the Condition tab. Add a new line using the information in the table below.

    Log. Op.	(	Value 1	Type 1	Rel.OP.	Value 2	Type 2
    AND		GDPOWER	Characteristic Value	Equal to	100	Entered value

14. Save your changes.
15. Return to the Interim Demand Header window.
16. Right-click and then click Evaluate Rules. In the Evaluation Rules dialog box, select the Complete Log check box and click OK. 
17. Go the Result Log tab and note that the result log now has one error message (plus other types of messages). 
18. If you select the line, right-click, and then click Configuration Rules, you can see the configuration structure rule that caused the error. The error occurred because the defined condition used a characteristic that was from the family but was not defined on configurable part 14. The warning messages occurred because no characteristic value was defined for optional characteristics.
19. Open the Edit Configuration window by right clicking in the window header, pointing to Configuration, and clicking Edit. Add the optional characteristics and their values as shown on the following table.

    Characteristic ID	Characteristic Value	Qty Characteristic
    GDESTOP	BASIC
    GDREMOTE	IR	3

20. Go back and remove the condition added earlier for GDPOWER.
21. Evaluate rules (just as you did before by right-clicking on the Interim Demand Header window header, clicking Evaluate Rules, and selecting the Complete Log check box). On the Result Log tab, you now should see only information messages. The information on this tab can be useful when you create complex configuration rules. You can simulate rules, costs, and configurations before starting the production.

Calculating Interim Order Cost (CTO)

1. Open the Interim Demand Header window.
2. Create a new record.
3. Enter a description, part number 10, and a demand quantity on your site. Also enter a demand date that is at least 10 days later than today.
4. Save your changes.
5. Create a configuration (right-click, point to Configuration, and click Create). 

Note: All required characteristics for which you must define a value are automatically shown in the Create Configuration window. If any default values have been specified for this part configuration revision, they appear in this window. The default value can be left as is or changed. You always get a new configuration ID when you create or edit a configuration. If the configuration that you define has already been created in the system, the ID changes to the ID that was created first. This ensures that you will not have more than one ID for each configuration. 

6. Enter option values shown in the table below.

Characteristic ID	Characteristic Value	Qty Characteristic
GDHEIGHT	3500
GDWIDTH	4500
GDPOWERSYS	240
GDCOUNTRY	NA
GDFINISH	2
GDCOLOR	WHITE
GDLOCK	ASSA
GDHANDLE	CLASSIC

7. Evaluate the result log.
8. In the Interim Demand Header window, right-click and then click Calculate Cost. The Calculate Cost dialog box is opened.
9. Enter a value in the Cost Set field. Use the List to select a suitable value.
10. Click OK.
11. The cost must be saved as the standard cost for this configuration. Right-click and then click Save Standard Cost. You are prompted to indicate whether you want to save the cost. Click Yes. Information about the saved cost for configured part(s) appears.
12. In the Costs tab, you can see the calculated costs for the selected interim order per cost set. Select the item in the tree structure and then select the cost set in the Costs tab. This information can also be viewed in the Costs tab of the Interim Order window.

Transfer Interim Demand Structure to DOP

1. Open the Interim Demand Header window.
2. Query for the interim demand header ID that you created for the configured part in the previous exercise.
3. Right-click on the window and click Create DOP to transfer the interim demand structure to DOP.