Edit Configuration

Explanation

This activity is used to edit configuration characteristics for a configured part revision, effective on the due date of a demand order. A configuration is a unique combination of characteristics and options that define and comprise a configurable part.

The configuration of a part can be initiated in IFS/Manufacturing Standards, IFS/Customer Orders, IFS/CRM, IFS/Shop Order, or IFS/Dynamic Order Processing.

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 that can edit the characteristic record of the configuration after a change of the required date are different depending on if the change means another part configuration revision is effective or not. If the new required date is within the original part configuration revision, no change is made, 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 are 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 on the page.

If the planned delivery date is changed and the new effective part configuration revision is selected, then all configuration base prices will update 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 their 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, adjustments to the configuration may be made. For a DOP header, it is not possible to edit the configuration from the DOP Header page if the header is connected to a customer order line. Then you must edit the configuration from the customer order line. If the DOP order is pegged to another DOP order in the same structure, a warning message will be given.

The configuration for a configurable part is edited using the Edit Configuration assistant. The assistant can be accessed from business opportunity, estimate item, sales quotation, customer order, interim header, shop order, and DOP by clicking Configuration and then Edit.

You can edit the configuration in the Characteristics section of the Create Configuration assistant.

• To add or change a characteristic value, either change the value in the Option Value field or use the list of value (LOV) picker to select a value.
• To add or change the quantity of the characteristic, enter the quantity in the Quantity field.
• To add a characteristic, click the New command and select the characteristic to add in the Characteristic field. If necessary, enter or change the characteristic value in the Option Value field and the quantity in the Quantity field.
• To remove a characteristic, select the characteristic item to delete and click the delete command.

Note: Configuration can be done in two different modes, depending on the Configure By Category setting for the configuration family. In standard mode, when Configure By Category is disabled, all characteristics are displayed in the table to be configured. When Configure By Category is enabled you can configure one category at a time. It is only the characteristics connected to the current category that are displayed in the table.

If a configuration template exists for the configuration part revision you can use it to load a set of characteristic values as a new starting point. To do that, open the Load Template dialog by clicking Template and then Load Template. In the dialog, specify which template should be loaded in the Template field and click OK.

At the start of a configuration, the status of the configuration is always set to Incomplete. When all mandatory and optional characteristics have a valid option value the status will automatically set to Completed. When the status is Completed, connected orders can be released for further processing. You can manually change the status to Parked at any time during the configuration by clicking Park. This means that connected orders cannot be released until you manually change the configuration status to Completed by clicking Complete. 

If sales rules are connected to the configure part and revision, the sales rule engine will execute automatically when you open the Edit Configuration assistant. All sales rules are then executed upon any change of characteristic or option value in the configuration section. Use the sales rule logger functionality to analyze the sales rule evaluation (see Activity Sales Rule Logger). To analyze the characteristics added, removed, and modified concerning the latest change in the configuration, open the Log - Changes section by clicking Log and then Show Log.

If you want to save the configuration as a template, click Template and then Save as Template. As described above, a configuration template can be used as a new starting point when editing an existing configuration. It can also be used when creating a new configuration, see activity Create Configuration.

If you want to adjust all characteristic prices, characteristic prices by group, or the Total Part Price, you can use commands under Adjust Price after completing the configuration. See activity Adjust Configuration Price.

In IFS/Customer Order, the configuration can be edited for a customer order line which has started supplies. This is only allowed when the setting Allow Configuration Changes for Started Supplies is enabled in the Site/Manufacturing/Configuration Management Settings section. Once the configuration is edited while having started supplies, a new record is created in the Configuration Change Request Page. This page provides all the details related to the configuration changes, affected orders and the actions to be performed to handle the configuration changes. Once all the configuration changes are accepted in the Configuration Change Request Page, the configuration changes can be applied to the supply orders that have started supplies. As long as work is done on the connected Configuration Change Request with the status Released or Approved, it is not possible to do any configuration changes.  

Prerequisites

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

You can modify the configuration from IFS/Customer Orders even after the customer order has been released. The following additional prerequisites apply if the released customer order had been pegged:

• The supply order pegged to the customer order line must not be pegged to any other customer order line.
• If the pegged supply order is a shop order, it must be in the Planned, Released, or Reserved status. If the shop order is Started, the Allow Configuration Changes for Started Supplies setting must have been enabled for the site.
• If the pegged supply order is a DOP header:
  • It may have an interim order in the Created, Unreleased, Netted, or Released status.
  • Any orders pegged to the DOP header should not have any actions started on them, unless the Allow Configuration Changes for Started Supplies is enabled for the Site.(For example, a pegged shop order must either be in the Planned, Released, or Reserved status when the Allow Configuration Changes for Started Supplies setting is disabled; pegged purchase requisitions may be in any status; pegged purchase orders must not have been completely received).
  • If any order pegged to the DOP Header is in Started status, the Allow Configuration Changes for Started Supplies setting must have been enabled.
• If you want the capability check to start automatically, the inventory part must have the automatic capability check activated on the Inventory Part/Supply and Demand Controls.

System Effects

As a result of this activity,

• A configuration connected to the part on the order is edited.
• A Configuration Change Request record is created if the new configuration affects a started supply.

Pages

Business Opportunity
Customer Order
Customer Order Lines
DOP Header
DOP Headers
Estimate
Estimate Item
Interim Order Header
Sales Quotation
Sales Quotation Lines
Shop Order
Shop Orders

Activity Diagrams

Create DOP Header Manually
Create Remanufacturing Shop Order
Create Manufacturing Shop Order
Evaluate Part Configuration Setup using Interim Order
Handle Shop Order Configuration
Maintain DOP Order/Structure
Maintain Estimate Request
Enter Customer Order, CTO
Enter Sales Quotation, CTO
Enter Estimate Request - Product
Handle Business Opportunity