You use this program to view details of product configurations currently defined, to copy configurations and to maintain configuration libraries.
| Field | Description |
|---|---|
| Edit | |
| Configuration Libraries | Select this to view and maintain the configuration libraries for the currently highlighted configuration. |
| Test Configuration | Select this to test if the currently highlighted configuration functions correctly. |
You use the Copy option from the Edit menu to create a new configuration by copying an existing configuration.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Copy from | Indicate the configuration you want to copy. | ||||||
| Password | Select this to define a password for the new configuration. | ||||||
| Copy Product | Select this icon to create the new configuration
according to the options you selected. Calculations attached to options and components are also copied. |
||||||
| Copy a Product | |||||||
| Copy from | This indicates the configuration you want to copy. | ||||||
| Copy from description | This indicates the description of the Copy from configuration. | ||||||
| Copy to | Enter the configuration code for the new configuration which will be created by the Copy function. | ||||||
| Copy to description | Enter a description for the new configuration. | ||||||
| Engineer | Assign an engineer to the new configuration. | ||||||
| Comment | Enter a comment for the new configuration. | ||||||
| Product status |
|
||||||
| Copy options | Indicate the sections of the existing configuration you want to copy to the new configuration. | ||||||
| Last Copy |
The details of the last configuration copied during the current run of the program are displayed in this pane. |
This screen is displayed when you select the Include option from the Include menu.
| Field | Description |
|---|---|
| OK | Displays the configurations you selected to include. |
| Close | Ignores your selections and returns to the listview. |
| Configuration status | |
| Available to use | Enable this to display configurations which are available to use. |
| Under development | Enable this to display configurations which are under development. |
| Availability dates | Indicate the availability date(s) for which you want to include configurations in the listview. |
| Engineer | Indicate the engineer(s) for whom you want to include configurations in the listview. |
| Where used | Indicate the configurations you want to include in the listview based on where they are used. |
| Column | Description |
|---|---|
| Configuration | Indicates configuration code. |
| Status | Indicates the whether the configuration is still under development or can be used in the system. |
| Start date |
Indicates the first date from which the configuration is available for use in the system. 00/00/00 indicates that the configuration is available immediately. |
| Expiry date |
Indicates the last date on which the configuration is available for use in the system. 00/00/00 indicates that the configuration does not expire. |
| Engineer | Indicates the engineer associated with the configuration. This is usually the person responsible for defining the configuration. |
| S/O | Indicates whether the configuration can be used in the Sales Orders module. |
| QUO | Indicates whether the configuration can be used in the Quotations module. |
| WIP | Indicates whether the configuration can be used in the Work in Progress module. |
| BOM | Indicates whether the configuration can be used in the Bill of Materials module. |
When a configuration is deleted, all calculations used in that configuration are also deleted.
The message: Libraries are not retained for the selected configuration indicates that the option: Retain configuration libraries is not enabled for the configuration (Options).