Enter the text to display as a comment line in a sales order or quote before the merchandise and miscellaneous lines when no parent is created by the configuration.

Indicate the first date from which the configuration is available for use in the system.

A date of 00/00/00 indicates that the configuration is available immediately.

Indicates the last date that the configuration will be available for use in the system.

A date of 00/00/00 indicates that no expiry date is required.

Select this to be able to use the configuration in the Sales Orders module.

If the option to create a stocked parent was selected (Options tab), then you can create a job and/or bill of materials from the configuration.

If the option to create a non-stocked parent was selected (Options tab), then you can create a Job from the Sales Order or an Estimate from the configuration.

If the option to create a stocked parent was selected (Options tab), then back orders must be allowed (AR Customer Maintenance) as the quantity required for that parent is automatically placed on back order.

Select this to be able to use the configuration in the Quotations module.

If the option to create a stocked parent was selected (Options tab), then you can create a Bill of materials to make the parent.

If the option to create a non-stocked parent was selected (Options tab), then you can create an Estimate for the parent.

The non-stocked parent created from Estimates or Quotations is classed as a bought-out item.

	If any non-stocked items are used to configure a stocked parent, they will be ignored when creating a Bill of materials for the Quotation or Estimate.

Select this to be able to use the configuration in the Work in Progress module.

The configuration must be able to create a parent part when it is used in Work in progress.

If you select this option, then you can create a job from this configuration. If you create a job for a stocked parent, a bill of materials structure and routing is also created.

Any job created using the Configurator is automatically placed on hold if the Place on hold option is selected (Defaults tab).

Any job created using the Configurator is automatically confirmed if the Job confirmed option is selected (Defaults tab).

	Any non-stocked items used to configure a stocked parent are ignored when creating a Bill of Materials structure and routing.

Select this to be able to use the configuration in the Bill of Materials module.

When you select this option, you can create a structure and routing for a stocked parent from this configuration.

You can only change the default routing if the Alternate routings required option (Bill of Materials Setup - General tab) is enabled.

	Any non-stocked items used to configure a stocked parent are ignored when creating a Bill of Materials structure and routing. Operations are ignored if the parent part type is a Planning bill or Kit part (kit type or sub type).

Enables the entry of the required quantity of a configured product at run time.

When this option is not enabled, the quantity defaults to 1.

Enables the use of alternate warehouses for components if there is insufficient stock of the items in the default warehouse at run time.

You cannot access this option if you selected to create a stocked parent, non-stocked parent, or both.

Enable this if you want the selection criteria strings to generate comment lines at run time.

The comment line is inserted in a sales order or quote before the merchandise and miscellaneous lines when no parent is created by the configuration.

If you enable this option and access the Product Configurator Wizard program from the Non-stocked tab of the Quotation Entry program, then the physical quotation lines are not automatically created; only the estimate (or BOM) is created, because there is no facility to store notes against a non-stocked item. This means that no narrations are copied into the quotation when the line is completed through quotations.

If you enable this option and access the Product Configurator Wizard program from the Stocked tab of the Quotation Entry program, then the quotation line for the item (either stocked or non-stocked), is created automatically and the narration lines are copied into the quotation.

Enable this to be able to save configurations of a product in a library for repeated use.

You can save the configurations in a library after you have tested them or used them in a module such as Sales Orders.

These options determine the types of parent parts which can be created and how they are created.

These does not apply when None is selected for the parent Type.

Enable this to automatically generate a stocked/non-stocked code and description for the parent part.

When this is not enabled, the parent code and description must be entered manually.

If you select the option: Parent code generation basis - Selection criteria, then you can change both the parent stock code and its description.

If you select the option: Parent code generation basis - Prefixed, you can only change the stock code description, but not the stock code itself.

Enable this to use the default entries defined against the product class when you create a parent part.

When you enable this option, you need to use the Defaults function of the Stock Code Maintenance program to assign entries to fields according to the Product class to which the stock item belongs. You can then use the default entries assigned to the product class when you create a parent part belonging to that product class.

You can only access the Print discount options when the Discount entry required option is selected.

Enable this to be able to enter a discount amount or percentage against the total value of all the components and operations selected when configuring a product in Sales Order Entry.

If you are not creating a parent, then the discount value or amount is returned to the sales order as a negative value miscellaneous charge line.

Enter the default warehouse from which you want to draw the stocked components.

This warehouse is only used when:

The branch defined against the order header is used when all of the following apply:

The default warehouse defined against your operator code (Operator Maintenance - Defaults) is used if:

If no default warehouse is defined against your operator code then the company warehouse (Company Maintenance - General tab) is used.

If no default company warehouse is defined, then you have to enter a warehouse before you can use the configuration.

Enter the default product class to assign to the stocked components/operations of a configuration.

If this is left blank, then he product class assigned to the stock code is used.

Indicates the group of jobs to which you want to assign this job.

Any non-blank entry made here is validated. However, you are only required to make an entry here if the setup option: Job classification required at the time of creating a job is enabled (WIP Setup - Job Creation).

You can use the job classification as a selection criterion when printing reports in the Work in Progress module.

If you are numbering your jobs by job classification, then the next number for this classification is assigned to the job on the Trial Load screen.

There are a number of programs in SYSPRO from which you can configure a default entry for this field. The job classification assigned to the parent stock code takes precedence. If this is blank, then the job classification assigned here is used. If this is blank, then the default job classification assigned to the operator is used (Operator Maintenance - Defaults). If this is blank then you must manually enter a job classification.

Enable this to confirm the job by default.

This only applies when you create a job from within the Configurator itself (i.e. when you run the Configurator from within Sales orders or Work in Progress).

This default is not carried through to any Bill of Material or Estimate created.

The reason is that by the time you create a job from a quote, the program cannot know whether the estimate you are using was manually created or created via product Configurator. Likewise if you run Configurator from within BOM Maintenance, then when you create the job it cannot know whether the BOM comes from a configuration or whether it was manually maintained.

Indicate the default product class to use when generating a parent part.

A parent product class must be entered if the Use product class inventory defaults option is enabled (Options tab). In addition, the product class you enter must be defined as a default product class against the parent part (Stock Code Maintenance).

This does not apply when a Parent type of None is selected (Options tab).

Indicate the default route to use when creating a bill of materials for the generated parent part.

This only applies when the Where used - Bill of materials structures and routings option is enabled (General tab).

Select this if you want to be able to change the default routing.

This only applies when the Where used - Bill of materials structures and routings option (General tab) and the Alternate routings required option (Bill of Materials Setup - General tab) are enabled.

The quantity per unit of measure is used to limit the range of components that can be included in a configuration.

For example:

You are making a computer which only has space for two memory chips and must have a minimum of 4MB and a maximum of 32MB of memory. You would enter a quantity per unit of 1MB, with minimum of 4 and maximum of 32.

Enter a description for the quantity per unit of measure. This description is displayed when your run the configuration.

This applies only to List of operations option type.

The system calculates the total run times (minimum and maximum) as the sum of the run times of all the operations included in the option.

Enter a description for the run time. This description is displayed when your run the configuration.

The number of days entered is offset backwards from the finish date of the job.

For example:

If the component is required 7 days before the completed manufacture date, then you would enter 7 here.

An entry of 0 indicates that the component is required on the date a suggested job is due to be completed.

This field applies when you select the Offset by as Days.

Indicate the Option number for which you need the component. This Option must be for operations.

This field applies when you select the Offset by as Operation.

This field is only enabled if more than one option is defined.

This displays details of the last option added or changed during the current run of the program.

This is only displayed once you add or change at least one option.

You cannot copy Component Option types to Operation Option types or vice versa.

When you enter an existing sequence number, the following message is displayed:

"Changing the option's sequence may affect dependency links associated with either the option itself, or any components/operations attached to it. The same applies to any other options affected by this move. Do you wish to continue?

If you select OK, then the new option is created with the sequence number entered here and the sequences of the existing options are renumbered.

	Changing the option's sequence may affect dependency links associated with either the option itself, or any components/operations attached to it. The same applies to any other options affected by this move.

This defaults to the current position of the component within the Option.

Enter the required sequence number for the component.

This determines the order in which the components are presented when configuring a product.

Select this to use a non-stocked item as a component. This enables you to enter a non-stocked code in the Stock code field below.

If you are defining a configuration which created a stocked parent part, then any non-stocked items used to configure the stocked parent part are ignored when creating a Bill of Materials for a quotation or estimate. This is irrespective of whether or not the component is mandatory. The reason is that the system needs to create a bill of materials in order to calculate the cost of the parent item and non-stocked items cannot be included in a Bill of Materials However, if you create a sales order, you can create a job for a stocked parent item that includes non-stocked components, as the Work in Progress module caters for both stocked and non-stocked components.

Enter the code of the item you want to use as a component.

A stocked item cannot be used if it is defined as:

If you select the Non-stocked option, then you can enter the non-stocked component code.

For non-stocked items, you can browse on non-stocked codes created defined within the Quotations module (see Browse on Non-Stocked Codes) providing the Quotations module is installed.

The description is not applied to material allocations in jobs, but only for component lines added to sales orders and quotations.

Enter the minimum quantity of this component which must be selected.

	If you want to enter a minimum quantity of zero for the component, then you must specify a non-zero entry at the Scrap quantity field (defined within the BOM structure information function).

Select this to use the value held against a criterion to calculate the number of components required.

For example:

If 200 spokes are required for one wheel on a bicycle and the value 2 is selected against the criterion Wheels, the system automatically calculates that 400 spokes (component) are required.

This is only enabled when you select Use selection criteria value.

Enter a markup percentage to be added to the component when creating an estimate.

A percentage of up to 999.99 or no less than 100.00- can be entered.

This percentage is directly related any additional cost associated with the component in Estimates. It is applied to the cost of the component that is rolled up to the cost of the parent when creating a quotation.

Select this to print the component on delivery note documents.

This option is disabled if you are creating a parent part (Options).

Select this to print the component on invoice documents.

This option is disabled if you are creating a parent part (Options).

Select this to print the component on order acknowledgement documents.

This option is disabled if you are creating a parent part (Options).

Select this if you want the system to automatically create a sub job for this component.

If a Bill of Materials exists for the component, then the sub job is created with labor and material allocations. If no Bill of Materials exists for the component, then a sub job is created without any material or labor allocations.

This option is only available for stocked components.

This displays details of the last component added or changed during the current run of the program.

This is only displayed once you add or change at least one component.

Indicate the BOM standard narration code you want to enter for the component.

These narration codes are defined using the Browse on Standard Narrations program.

If you define variable narrations, then the variables are replaced with the appropriate values when running the Product Configurator.

This only applies if you indicated that Structure narrations are required (Bill of Materials Setup - General tab).

The following narration variables can be defined:

Once narration variables are defined against a component, they are copied to:

Enter a product class for the component.

If a default non-stocked product class was entered against the configuration (Defaults) for non-stocked components, it will override the product class entered here.

This field is displayed if your nationality code is set to CAN (Company Maintenance - General tab - Edit Nationality Code function) and you are using the Canadian GST system (Tax Options - General tab).

The GST code displayed here is the default GST code assigned to non-stocked items (Sales Order Setup - Tax/Um tab), but can be changed.

The quantity entered here increases the allocation quantity for this component, calculated at the time of creating a job.

For example: If you enter 5 for the scrap quantity (and have a one-to-one parent/component relationship) then when you create a job to make 20 of the parent, the allocation for the component is 25. Note that if a job is created where the quantity to make is anything other than the EBQ, you will probably encounter a variance on the job.

If you add the scrap percentage and scrap quantity to a parent/component relationship, then the allocation is increased by the scrap percentage and the scrap quantity is added to this figure.

For example: Given a one-to-one parent/component relationship, if the scrap percentage is 10 and the scrap value is 5, then when you create a job to make 60 of the parent, the component allocation would be 71 (i.e. 60 x 10% = 6 and 60 + 6 + 5 = 71).

Indicate when the component must become active in the structure. An entry of 00/00/00 indicates that the component is active from the date of entry.

You can only access this field if you indicated that structure on/off dates are required (Bill of Materials Setup - General tab).

Indicate when the component must be de-activated from the structure. An entry of 00/00/00 indicates that structure off dates is not required.

You can only access this field if you indicated that structure on/off dates are required (Bill of Materials Setup - General tab).

Select this to be able to make the decision at the time of order entry concerning whether to include the component on an order. Otherwise the component is regarded as mandatory and is inserted automatically into the sales order.

You can only select this option if you indicated that single level bill of materials are required (Sales Order Setup - Details tab).

Select this if you want component order lines to be printed on your order documents. You can override this option if the component is defined as optional.

This option is only enabled for stocked parent parts that are kit types. You cannot print the components on sales order documents for non-stocked or stocked parent parts that are not kits.

If you select this option, then when the configuration is used to create a stocked parent part and a bill of material the same option (i.e. Print component on order documents), is automatically updated against the component on the Bill of Material Structure (Structures and Routings - Maintain Components).

Select this to exclude the component from selection if its calculated quantity is zero or if the calculated quantity falls outside the minimum/maximum quantity/runtime range.

If the calculated result against a component is less than the minimum quantity/runtime, then the minimum quantity/runtime is used. Similarly, if the calculated result against a component is greater than the maximum quantity/runtime, then the maximum quantity/runtime is used.

If a mandatory component's calculated quantity is zero, it is not selected. If this option is not selected, then an error is displayed if a component's calculated quantity is zero.

This indicates the current position of the operation within the Option, but can be changed

Select this to enter notes against the operation.

If you indicated that Standard narrations are required for operations (Bill of Materials Setup - General tab) then you can add specific narration text to the operation or retrieve text assigned to a standard narration code.

Indicate the work center in which the operation must be performed.

The description assigned to the work center is displayed by default, but can be changed.

	The fields and options available for entering operation details depend on the type of work center you enter. The operation is defined as internal if the work center you enter is assigned to an internal cost center. The operation is defined as subcontract if the work center you select is assigned to a subcontract cost center.

Indicate whether this is a milestone operation.

Milestones are used when machines operate in tandem and bookings are made only after a series of operations.

Enter the factor by which the run time must be multiplied for each product during configuration.

For example:

You could use the multiplier if an operation for a product is identical except that the run time is twice as long if certain selection criteria are chosen.

You would add two identical operations, except the multiplier for the second operation would be two. You would then make this operation dependent on the selection criteria that would make its run time twice as long.

This displays details of the last operation added or changed during the current run of the program.

This is only displayed once you add or change at least one operation.

Enter the code for the supplier of the service (operation).

The supplier code held against the work center (Work Centers), is displayed as the default, but can be changed.

Enter the number of days required for the inspection of an item on return from the subcontract operation.

The entry made here is added to the offsite time to establish the elapsed time of the operation.

Enter the code of the person planning the operation.

The planner code held against the work center (Work Centers), is displayed as the default, but can be changed.

Enter the code of the person buying the items required for the operation.

The buyer code held against the work center (Work Centers), is displayed as the default, but can be changed.

This displays details of the last operation added or changed during the current run of the program.

This is only displayed once you add or change at least one operation.

Select this to display the selection criteria as comments on sales order documents.

You can only access this option if you selected the Selection criteria as comments option (Options), in which case the option is selected by default.

Select this to specify a range of values against a criteria which, when selected, can be used to automatically calculate the components/operations.

For example:

If 20g of plastic is required to make one wheel on a chair and the value 4 is selected against the criterion Black Wheels, the system automatically calculates that 80g of plastic is required for the component Plastic.

Select this to specify that only a value divisible by an increment can be entered.

For example:

If you define a minimum value of 2 and maximum of 10 with an increment of 2 then only the values 2,4,6,8,10 are allowed.

Enter a group description for the criteria fields Minimum, Maximum and Increment (e.g. Volume or Value).

These fields are requested against the criteria.

You cannot access these fields if the Parent code generation basis is set to Prefixed (Options).

You can check the generated parent code by listing the configuration or running the Configuration Wizard in Test mode.

Enter the position within the key that this string must be inserted.

The start position can be from 1 to 15.

	Care must be taken when defining the criteria string length and position. For example: If selection 1 starts at position 1 and has a length of 7 (criteria string - 1234567) and selection 2 starts at position 5 and has a length of 5 (criteria string - 12345), the generated parent code is 123412345, (i.e. 567 from selection 1 is overwritten).

Enter the length of the string to be defined.

The maximum length allowed is 15 characters.

The length of the string is determined by the Start position (e.g. if you select a start position of 5, the maximum length allowed is 10 characters).

Enter the length of the string to be defined. The maximum length is 30 characters.

The length of the string is determined by the Start position (e.g. if you select a start position of 10, the maximum length allowed is 20 characters).

This enables you to change the order in which the selections are presented when running a configuration.

The fields are only enabled when more than one selection is defined.

This displays details of the last selection added or changed during the current run of the program.

This is only displayed once you add or change at least one selection.

This indicates the position of the criterion within the sequence.

Enter the increment by which the value must be divisible.

For example:

If you define a Minimum value of 3 and Maximum of 12 with an Increment of 3, then only the values 3, 6, 9, 12 are allowed.

You can only access this field if the Incremental value option is selected for the selection (see Selections).

Enter the criterion string that is used to generate a parent code when this criterion is selected.

You can only access this field if the Include criteria string in parent code option is selected for the selection (see Selections).

This displays the criterion string that is used to generate a parent description if this criterion is selected.

You can only access this field if the Include criteria string in parent description option is selected for the selection (see Selections).

This displays the default comments that are printed/displayed when this criterion is selected.

If values are associated with this criterion, then the selected value can be displayed as part of the comment by inserting ~ where you want the value to be displayed, (e.g. ~ wheels ^ ).

To prevent the criteria comments from overlapping, enter a ^ at the end of the comment line to force a new line.

You can only access this field if the Selection criteria as comments (Options) and Include criteria selected in comments options (Selections) are selected.

These fields are only available if more than one criterion is defined against the selection.

This displays details of he last criterion added or changed during the current run of the program.

This function is only enabled after you have added or changed at least one criterion.

This displays the source Option/Component/Operation for which you are maintaining selection criteria.

Use this option to select all criteria.

This is useful if a component is dependent on many criteria, as you can then deselect those which are not valid.

Select this to make the source Option/Component/Operation dependent on the highlighted selection criterion.

You can only select the source object if you selected this criterion during configuration.

This is displayed if you selected the Dependencies > Selection Criteria option against an Option line in the Options and Components pane.

This is displayed if you selected the Dependencies > Selection Criteria option against a Component line in the Options and Components pane.

This is displayed if you selected the Dependencies > Selection Criteria option against an Operation line in the Options and Components pane.

Select this to create a global dependency link between the Source Option/Component/Operation and a Component in the configuration.

If you create a Global link, then when you run the configuration and select the Component, the link becomes valid and the Option, Component or Operation dependent on that Component can be selected.

Select this to create a specific dependency link between the source Option/Component/Operation and a Component in a specific Option.

If you create a Specific link, then when you run the configuration, the link becomes valid only when a specific instance of the Component is selected.

A Specific link should be created when the same Component is used in several different Options, Operations or with other Components.

This is particularly useful if you are using calculations that are dependent on certain quantities, thus making the Component/Option/Operation dependent on the Component with the correct quantity being selected.

Indicate the Option that you want the source Option/Component/Operation to be dependent on.

Indicate the Sequence number within the Option that you want the source Option/Component/Operation to be dependent on.

Enter the component stock code you want to link to the source Option/Component/Operation.

You can use the Browse icon to view all components defined for the configuration (see Configurator Comps and Ops for Configuration).

This only applies to Global links.

Enter the factor you want the component quantity to be multiplied by when it is selected on running the configuration.