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Page 1: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

GuideJune 1996

ConfigurationManagement

Item # A73CEACF

Release A7.3

Page 2: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product
Page 3: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

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Page 4: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product
Page 5: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

PrerequisiteJ.D. Edwards

Software Fundamentals

Using MenusGetting HelpCustomizing DataReporting

Understanding YourEnvironmentCreating and MaintainingEnvironmentsSetting Up SecurityUpgrading Your System

Online HelpProgramFormField

System Administrationand Environment

Fundamentals

Guides

CD–ROMGuides

Where Do I Look?

TechnicalFoundation

CommonFoundation

Page 6: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product
Page 7: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Important Note for Students inTraining Classes

This guide is a source book foronline helps, training classes, and

user reference. Training classesmay not cover all the topics

contained here.

Page 8: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product
Page 9: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Welcome

About this Guide

���# �%��� !" &���# &�"&��'#� ���%#$"�$� �#� !" ���%"�#� �(��!��#� ��� �(�"��#�#� " "����#� ���� � �� ��'�"�# # �$'�"�� ��"���# ��� '��� '# #� '� �"� ��)�(��!��#� �� ) %" � �!��) !�"�$�# �$ � �����"��$ # �$'�"� ��&��� ) % ����$ ������#�"�!�����# ��$'��� '��$ �# #� '� �� $��# �%��� ��� '��$ ) % #�� � ) %"#�"����

���# �%��� ����%��# �(��!��# $ ���! ) % %���"#$��� � ' $ %#� $�� #)#$���� % ��� ����## ��� � $�� ��� "��$� � �� %$ � $�#� %#��� ��$��" $�� �%��� " $�� ����� ���!�

��� "� %#��� $��# �%���� ) % #� %�� ��&� � �%������$�� %���"#$������ � $��#)#$��� %#�" ������� � ��#� ��� ��$�� ") � ��#� � % #� %�� ��# �� ' � ' $ �

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� ����## ����� � �%���$�$� �

Audience

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� ����$ ��"&���# !�"# ����

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Organization

���# �%��� �# ��&���� ��$ #��$� �# � " ���� ��� " �%��$� �� ���$� �# � �$������!$�"# � " ���� $�#� " �" %! � "���$�� $�#�#� ���� ���!$�" � �$���# $����� "��$� � ) % ���� $ ��� �!��#� $�� $�#�� "%� $�� !" �"��� " !"��$ $��

Page 10: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

#�! #%� ���!%�#$ � #����* ����&�� �� '�#'��(� � #� # #�! #% $��!��$� ���!# ���&#�$�

Section Chapter 1

OverviewTasks

What You Should KnowAboutField DescriptionsProcessing OptionsExercises/Test Yourself

���� �% �$ �!!# !#��%�� ���!%�#$ ��$ ����% �)!���� �&% ��%�� ��� &�%�����$%#&�%� �$� !# ��$$��� !%� �$� ��� (�#����$ # �## # $�%&�%� �$� � �� ���!%�#$��'� ���$$# � �)�#��$�$� � �� ����&�� $���,%�$%$ � # * &# &$� &%$��� %�����$$# ��

���$ �&��� ��$ � ��%����� %���� � � �%��%$ ��� �� ����) % ���! * & � ��%���� #��%� � "&����*�

Conventions Used in this Guide

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���� #�� ��'�# ����%�

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�� �$$&�� �� +��!���� � �!��%� �� �% %�� ��� � � $�#��$ � $%�!$� ���% �$� % � �!��%� %�� !# ���&#� ��$�#���� �� %�� $�#��$ � $%�!$� ��%��# !#�$$ �%�#������� # ����� �� ����� #���� �)��!% (��#� � %���

Page 11: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996)

Table of Contents

Configuration Management Overview

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�%!341%2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��!"+%2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%-4 �5%15)%6 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��1!)-)-' �+!22 �!2% �34$8 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

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Configuration Management Setup

�".43 �.-&)'41!3).- �!-!'%,%-3 �%34/ ���� � � � � � � � � � � � � � � � � � � � � � ��%3 �/ �3%, �-&.1,!3).- ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%33)-' �/ �3%, �-&.1,!3).- ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��-3%1)-' �3%, �!23%1 �-&.1,!3).- ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � ��-3%1)-' �1!-#(��+!-3 �-&.1,!3).- ���� � � � � � � � � � � � � � � � � � � � � � � � � � � ��-3%1)-' ! �)++ .& �!3%1)!+ ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��-3%1)-' �.43)-'2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%3 �/ �)231)"43).- �-&.1,!3).- ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%33)-' �/ �)231)"43).- �-&.1,!3).- ����� � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �)-% �8/%2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �1$%1 �#3)5)38 �4+%2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �1)#% �-&.1,!3).- ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �1)#)-' �1.4/2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �)2#.4-3)-' �-&.1,!3).- ����� � � � � � � � � � � � � � � � � � � � � � � � � � �

�%3 �/ �.-23!-32 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%33)-' �/ �.-23!-32 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%3 �/ �%',%-32 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%33)-' �/ �%',%-32 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ ! �%',%-3 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �2%1 �%&)-%$ �.$%2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��.#!3)-' �%',%-3 �-&.1,!3).- ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%3 �/ �1.22:�%',%-3 �$)3)-' �4+%2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%33)-' �/ �1.22:�%',%-3 �$)3)-' �4+%2 ���� � � � � � � � � � � � � � � � � � � � � � � ��.')# �3!3%,%-32 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��11.1 �%22!'%2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�%33)-' �/ �1.22:�%',%-3 �.')# ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%33)-' �/ �423., �11.1 �%22!'%2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � ��%5)%6)-' �1.22:�%',%-3 �$)3)-' �-&.1,!3).- ����� � � � � � � � � � � � � � � � � �

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�".43 �%1)5%$ �!+#4+!3).-2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��+'%"1!)# �.1,4+!2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

Page 12: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)

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�&'*.*.( �22&-#,8 �.$,42*/. �4,&2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � ��1/$&22*.( �03*/.2 '/1 �22&-#,8 �.$,42*/. �4,&2 �� � � � � � � � � � � � �

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�#/43 �"#,&2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��7"-0,&� �4,3*0,& �&(-&.32� �7"$3 �/$+ ����� � � � � � � � � � � � � � � � � � � ��7"-0,&� �4,3*0,& �&(-&.32� �/,4-. �/$+ ���� � � � � � � � � � � � � � � � � �

�&3 �0 �"#,&2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�&33*.( �0 �"#,&2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��&33*.( �0 �"#,& �*-&.2*/.2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�1/$&22*.( �03*/.2 '/1 �"#,& �&'*.*3*/. ��� � � � � � � � � � � � � � � � � � � � ��&33*.( �0 �/.'*(41&% �3&- �1/229�&'&1&.$& ��� � � � � � � � � � � � � � � � � � � � �

�1/$&22*.( �03*/.2 '/1 �/.'*(41&% �3&- �1/22 �&'&1&.$& ������ � � � � ��&33*.( �0 �"#,& ",4&2 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�1/$&22*.( �03*/.2 '/1 �"#,& �&82 ������ � � � � � � � � � � � � � � � � � � � � � � � ��*.+*.( " �"#,& 3/ ". �22&-#,8 �.$,42*/. �4,& ������ � � � � � � � � � � � � � � � � ��1*.3*.( �"#,& �.'/1-"3*/. ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�1*.3 �&0/132 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�1*.3*.( �&0/132 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��1*.3*.( �&(-&.3 �.'/1-"3*/. ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��1*.3*.( �1/229�&(-&.3 �%*3*.( �4,&2 ������ � � � � � � � � � � � � � � � � � � � � � � � � ��1*.3*.( �22&-#,8 �.$,42*/. �4,&2 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � �

Configured Item Sales Orders

�#/43 �",&2 �1%&12 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �!/1+ 6*3) �/.'*(41&% �3&- �",&2 �1%&12 ���� � � � � � � � � � � � � � � � � � � � � � � � � �

!/1+*.( 6*3) �/.'*(41&% �3&- �",&2 �1%&12 ���� � � � � � � � � � � � � � � � � � � ��.3&1*.( " �",&2 �1%&1 *. �&73 �/%& ��� � � � � � � � � � � � � � � � � � � � � � � � � ��.3&1*.( " �",&2 �1%&1 *. �22*23&% �/%& ���� � � � � � � � � � � � � � � � � � � � � � ��.3&1*.( " �",&2 �1%&1 *. �22*23&% �1/-03 �/%& ����� � � � � � � � � � � � � � � �!/1+*.( 6*3) �11/1 �&22"(&2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �!/1+*.( 6*3) �22/$*"3&% �&73 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��&5*2*.( " �",&2 �1%&1 '/1 " �/.'*(41&% �3&- ���� � � � � � � � � � � � � � � � � � ��/.5&13*.( �",&2 �4/3&2 '/1 �/.'*(41&% �3&-2 ����� � � � � � � � � � � � � � � � � �

�1/$&22*.( �03*/.2 '/1 �",&2 �1%&1 �.318 � �&3"*, ����� � � � � � � � � � � �

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Release A7.3 (June 1996)

Configured Items

�#054 �0/'*(52&% �4&.3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��20$&33 !02, �2%&23 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�20$&33*/( !02, �2%&23 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��20$&33*/( �14*0/3 '02 !02, �2%&2 �&/&2"4*0/ ��� � � � � � � � � � � � � ��20$&33*/( �14*0/3 '02 �5#3934&. �"*/4&/"/$& ���� � � � � � � � � � � � � �

!02,*/( 7*4) �0/'*(52&% �42*/( �*34029 �� � � � � � � � � � � � � � � � � � � � � � � � � � � �

!02,*/( 7*4) �0/'*(52&% �42*/( �*34029 �� � � � � � � � � � � � � � � � � � � � � � � � ��&/&2"4*/( 4)& �0/'*(52&% �42*/( �*34029 �� � � � � � � � � � � � � � � � � � � � � � � ��&6*&7*/( 4)& �0/'*(52&% �42*/( �*34029 ����� � � � � � � � � � � � � � � � � � � � � � �

/%&234"/% �0/'*(52&% �4&.3 "/% �"/5'"$452*/( ����� � � � � � � � � � � � � � � � � � �

�#054 �0/'*(52&% �4&.3 "/% �"/5'"$452*/( ����� � � � � � � � � � � � � � � � � � � ��&6*&7*/( �0523 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�8".1-&� �&6*&7*/( �0523 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��&6*&7*/( �5"/4*4*&3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�8".1-&� �&6*&7*/( �5"/4*4*&3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � �!02,*/( !*4) �"/5'"$452*/( �$$05/4*/( ���� � � � � � � � � � � � � � � � � � � � � � �!02,*/( 7*4) �20%5$4 �034*/( ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �!02,*/( 7*4) !02, �2%&2 �0.1-&4*0/3 ����� � � � � � � � � � � � � � � � � � � � � � � �

/%&234"/% �0/'*(52&% �4&.3 "/% �*342*#54*0/ ��� � � � � � � � � � � � � � � � � � � � � �

�#054 �0/'*(52&% �4&.3 "/% �*342*#54*0/ ��� � � � � � � � � � � � � � � � � � � � � � � �!02,*/( 7*4) �0/'*(52&% �4&. �/6&/4029 ��� � � � � � � � � � � � � � � � � � � � � � � �

�8".1-&� �335&3 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��8".1-&� �2"/3'&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��8".1-&� �%+534.&/43 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�)&$,*/( �6"*-"#*-*49 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��8".1-&� �5.."29 �6"*-"#*-*49 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � ��8".1-&� �&4"*-&% �6"*-"#*-*49 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � ��8".1-&� �&6*&7*/( �5340.&2 �&26*$& �/'02."4*0/ ���� � � � � � � � � � �

!02,*/( 7*4) �*$, �*343 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��8".1-&� �*$, �*343 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

!02,*/( 7*4) �)*1.&/43 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �!02,*/( 7*4) �/60*$&3 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�8".1-&� �/60*$& ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��11&/%*8 � : �"4" �0%&- ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�11&/%*8 � : �5/$4*0/"- �&26&23 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�/%&8 */%&8��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

�-033"29 (��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �

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Configuration Management

Release A7.3 (June 1996)

Page 15: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Overview

Page 16: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)–8

Page 17: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–1

Configuration Management Overview

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Page 18: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)1–2

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System Integration

��� ������"��!��� ��������! % !�� $��� $�!� �!��� ���� ��$��� % !�� !� ������!� !�� �����$��� ��� ������"��� �!�� �

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Configured item segmentsCross segment editing rulesAssembly inclusion rules

Sales Order Entry

Configuration Management

Sales ordersWork orders

Process Work Orders

Work order parts listRoutingPricesStandard costing

Page 19: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–3

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Enterprise Requirements Planning and Execution Review

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Page 20: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)1–4

Enterprise Requirements Planning and Execution

Product Data Management(Systems 30 and 48)

Product Costing (System 31)

Configuration Management(System 32)

Inventory Management(System 41)

Sales Order Management(Systems 40 and 42)

Forecasting(System 36)

Distribution RequirementsPlanning (System 34)

Master Production Schedule(System 34)

Material Requirements Planning(System 34)

Purchasing Order Management(Systems 40 and 43)

Manufacturing Accounting(System 31)

Resource Requirements Planning(System 33)

Rough Cut Capacity Planning(System 33)

Capacity Requirements Planning(System 33)

Finite SchedulerExecution

OperationalPlan

TacticalPlan

StrategicBusiness

Plan

Shop Floor Control(System 31)

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Page 21: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–5

Terms and Concepts

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Page 22: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)1–6

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Page 23: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–7

Features

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Page 24: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

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Page 25: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–9

Menu Overview

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Configurator SetupG3241

Page 26: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)1–10

Training Class Case Study

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Forklift

LiftRating

PowerType

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CounterWeight

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ForkType

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Page 27: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–11

Example: Entering a Sales Order for a Forklift

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Page 28: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

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Page 29: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 1–13

Page 30: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)1–14

Page 31: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Setup

Page 32: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)1–16

Page 33: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–1

S

Configuration Management Setup

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Page 34: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

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Page 41: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

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��"���!�"' �(���

Entering a Bill of Material

��#��$�� (�$ �� ��# ���� #� �!��#� � ���� �� ��#�!��� ��! � ������$!�� �#��� (�$��� �!��#� � ���� �� ��#�!��� ��! #�� ������$!�� �#���" ���$���#$!�� ��������#"��""����( ����$"��� !$��" ������ ��������# !���#���"���" ��! ������$!�� �#��"���� "("#�� ���" ������$!�� ��������#" #� "���" �!��!" ��� &�!� �!��!" ��"���� #��"� !$��"�

�$!��� "�#$�� ���"���! �!��#��� ���$��! ����" �� ��#�!��� #��# �!�$� ��������!#" ��! � "������� ���#$!� �! ��#���"� �! �'������ � ��! ����# ��%� �� ��#�!��!#!�� ������� &�#� #&� ������"� "#����!� �! ���$'�� ���� ������ ����$��" "���������!#"� ��� ����# !��!�"��# #&� �����!��# ���$��! ����"�

��#��$�� �������� ����" �!� ��# !� $�!�� ��! ������$!�#��� ���������#� (�$ ���$"� #��� #� ���� ������ ������ ��! "������� ���#$!�" ��� ��#���"�

See Also

� �#%��"� ��'� �� & #� ��'�%�� ������� �� #�� �%#�(�' ��"���!�"' �(���

� ��)��*�"� �"� ��)�&�"� ��!( �'�� #&' #!$#"�"'& ������� �� #��

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� �"'�%�"� � � �""�"� �� ������� �� #�� �#%���&'�"� �(���

Setup Item

Information

Page 46: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–14

Entering Routings

G30 Product Data Management Choose Daily PDM Discrete

G3011 Daily PDM Discrete Choose Enter/Change Routing

��# ������ ��� ��!!���� �#"���! �� "�� ������# �� �"�� ��� ��"� #!� �!!����%����#!��� #��! "� ����!� $���� �#"��� "� �""��� "� "�� $� � � �� � ��� �#"����!!����% ����#!��� #�� ����$! %�# "� ������ ��% ������"� �#"��� � !������� �#"��� ��� �"��� "� �""��� "� � ������# �� �"�� $� � � �� � ��# �� ��" ���� "���"� � �#"��� �� "�� ������# �� �"���! �� " �#��� �

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Page 47: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–15

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Page 48: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–16

Page 49: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–17

Set Up Distribution Information

Setting Up Distribution Information

������ #� ��� ����� ������ ��� ���� ����� ������� #� � �� ���!��� ��������������� �� �������� �� #� � � ������ ��� ��� ���� ���� ���������� �#�����

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Setting Up Line Types

G42 Sales Order Management Enter 29

G4241 Sales Order ManagementSetup

Choose Order Line Types

� ��� � ���� �#��� �� �������� "��� ������ ��� �������� �� ����� ������� ��������� ��� ����� � ���� ����� ����� ����#� ��� � ���� �#�� ��������� � "���������

Setup D

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Page 50: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–18

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Page 51: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–19

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� ������ �� ����� ��� ����� �������� �" (�� ���� ����� ���������

�����

Setting Up Order Activity Rules

G42 Sales Order Management Enter 29

G4241 Sales Order Management Setup

Choose Order Activity Rules

�#) ��" '�( )$ #&��& ��(�*�(, &) �' ���#&� ,#) �"(�& '� �' #&��&' �#& �#"���)&���(�!' (# ����"� (�� '$������ '(�$' �" (�� '� �' #&��& $&#��''�"� �,� � �#& ,#)&�)'�"�''� (,$��� '� �' #&��& �,� � �"� )��' '� �' #&��& �"(&,� $����"��'��$$�"�� �"� �"*#���"�� #& � +#&� #&��&.��"�&�(�� �"� �(�! �"� '� �' #&��&�#�)!�"( (,$�� ,#) ��" ��� '(�$' (# (�� �,� � �#& �&��(�"� (�� +#&� #&��& $�&(' �'(' �"� �#!$ �(�"� +#&� #&��&' �#& �#"���)&�� �(�!'� �#(� #� (��'�!�")���()&�"� $&#��''�' ��" #$(�#"� , )$��(� �''#���(�� '� �' #&��& ��(�*�(,�

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Page 52: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–20

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Page 53: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–21

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�$ #$0 %($*#� �1$ 2'(1 %($*# 2- '$*. #$%(,$ , (,/3(07� �-3

" , $,2$0 1.$"(%(" "-#$ -0 7-3 " , $,2$0 , 12$0(1) ���

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Setup D

istribution Information

Page 54: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–22

Setting Up Price Information

G42 Sales Order Management Choose Price Management

G4222 Price Management Choose Base Price Revisions

�$�" ) % ��&� ������� $�� !"����� ��$� � � �$�� ��#$�" ��� "��$� �� ) %�%#$ ������ ��#� !"���# � " $�� � �! ���$# ��� $�� � ����%"�� �$��� ��� #)#$��%#�# $�� ��#� !"��� $ !"��� $�� �$��� �� ) % ������ #!����� !"����� " ��#� %�$#� " $�� �$��� $�� #)#$�� ��#�# $�� ����%��$� � � $�� ��#� %�$�� !"��� � $�� ��#�!"����

� " !"��� ��$� � � ��# �� �� ��� �� ) % ��� �!!�) ��#� %�$# $ $�� � ����%"���$��� � " !"��� ��$� � � �� �� ) % ��� �!!�) ��#� %�$# $ $�� � ����%"�� �$���#� �! ���$#� � % ��� ������ !"��� ���%#$���$ �##����) ����%#� � "%��# � " ���!"��� ��$� � � ��#�

��� !"��� ��$� � � �� ��$�"����# '��$��" $ !"��� � �! ���$# " !�"��$#� �#���#� !"����� $ ������ !"���# � "

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Page 55: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–23

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Page 56: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–24

����� ���������

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����������� �� �������� � �� ���� ���� �����

�!#�)$"������ � �!#��%�! � � � � � � � � � � � � � � � � � � � � � � � � � � �

�� ���� ���� ���� ��� � �� ���� ���� �����

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����������� �� �������� � ��� � ����� �� ���� ���������

�!#�)$"������ � �!#��%�! � � � � � � � � � � � � � � � � � � � � � � � � � � �

�� ���� ���� ���� ��� � � ������

See Also

� ���� � � ��$� �#���$ ������� �� ��� ����$ �#��# �� ����� % �&���

� �#��� � � ��&$%�� % �����&�� ������ �� ��� �'� ��� �#��� � �&���

� %�#� � ��$�� �%�� � �!#��%�! ������� �� ��� � '� %!#( �� ����� %

�&���

Setting Up Pricing Groups

G42 Sales Order Management Choose Price Management

G4222 Price Management Choose an option

�� ��� ��� ������ �� ����� ����� �� �������� ���� ������� ���� ������� �� �������������� ��� ��� ����� �� �������� ��� ����������� ���� ��� ���

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Page 57: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–25

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Page 58: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–26

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Page 59: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–27

Setting Up Discounting Information

G42 Sales Order Management Choose Price Management

G4222 Price Management Choose Inventory Pricing Rules

��"� &�# !�" #� ��!� � ���! � #��! ��!�� � ������ &�# ��� ������ ��% "� ����&��!��#�"! � �� �#�! �� ����� ��" �� �#�!"����!�

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Page 60: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–28

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Page 61: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–29

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Page 62: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–30

See Also

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Page 63: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–31

Set Up Constants

G32 Configurator Enter 29

G3241 Configurator Setup Choose Configurator

Constants

Setting Up Constants

�%� �! %&� &% &! �! &$!� �! ���'$�&�! �� ����� & "$!��%%� � �!$ *!'$�$� ���"�� &%� �!$ ���� �$� ���"�� &� *!' �� �

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Page 64: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–32

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Page 65: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–33

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Page 66: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–34

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Page 67: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

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Set Up Segments

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Configuration Management

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Page 80: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–48

Page 81: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–49

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Page 82: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–50

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Release A7.3 (June 1996) 2–51

What You Should Know About

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G3241 Configurator Setup Choose Cross Segment

Where Used

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Release A7.3 (June 1996) 2–63

Understand Derived Calculations

About Derived Calculations

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Configuration Management

Release A7.3 (June 1996)2–64

Algebraic Formulas

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�13 36.( 5:2(4 � 13 �� 5+( 4:45(/ 64(4 5+( �1/210(05 �5(/ �6/%(3 $0' �3$0&+)31/ 5+( 36.( 51 3(53,(7( 5+( $223123,$5( 5$%.(4�

�13 36.( 5:2(4 " 13 �� 5+( 4:45(/ 64(4 5+( �10),*63(' �5(/ �6/%(3 $0' �3$0&+)31/ 5+( 36.( 51 3(53,(7( 5+( $223123,$5( 5$%.(4�

�+( 4:45(/ 64(4 5+( �''3(44 �11- 06/%(3 51 3(53,(7( '$5$ )31/ 5+( �''3(44�11- 13 �,..,0* �04536&5,104 5$%.(4�

!+(0 :16 3()(3(0&( $ �622.(/(05$. �$5$%$4( ),(.'� :16 /645 $.41 42(&,): 5+('$5$ 5:2(� �05(3 5+( '$5$ 5:2( $)5(3 5+( ),(.' $4 )1..184�

��������� �0',&$5(4 $0 $/1605 ),(.' 10 5+( ,5(/ 4622.(/(05$.

'$5$%$4( 5$%.(� $0' 5+( !� '$5$ 5:2(�

!+(0 :16 3()(3(0&( 5+( 0,5 1) �($463( ,0 0,5 1) �($463( �107(34,10 5$%.(4�:16 /645 42(&,): 5+( 60,5 1) /($463( ,0 5+( 4$/( /$00(3�

Page 101: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–69

Referencing External Programs

!/4 $". 42& ". &73&1.", 01/(1"- 3/ %&'*.& " $",$4,"3*/.� �.3&1 3)& ."-& /' 3)&&73&1.", 01/(1"-� !/4 -423 ",2/ *.%*$"3& � ���� *. 3)& �&1*5&% �",$4,"3*/.2'*&,%� �'3&1 3)& 2823&- 14.2 3)& &73&1.", 01/(1"-� *3 0,"$&2 3)& 1&24,32 *. � �����" � $)"1"$3&1 5"1*"#,& *. 3)& *.$,42*/. 14,&�

�/1 � ".% � 14,&2� 3)& &73&1.", 01/(1"- 1&'&1&.$&2 3)& �/-0/.&.3 �4-#&1��/-0/.&.3 �1".$)� ".% �/,% �/ .4-#&1�

�/1 � /1 14,&2� 3)& &73&1.", 01/(1"- 1&'&1&.$&2 3)& $/.'*(41&% *3&- .4-#&1�#1".$)�0,".3� ".% 2/,% 3/ .4-#&1�

�)& &73&1.", 01/(1"- $". ",2/ "$$&22 ".% 42& 3)& 5",4&2 /' 01&5*/42,8 &.3&1&%2&(-&.32 2/13&% *. 42&1 *.%&7&2� �)& 0"1"-&3&12 0"22&% 3/ 3)& &73&1.", 01/(1"-"1&�

� �3&- .4-#&1

� �1".$)��,".3

� ������� " $/-01&)&.2*5& %"3" 2314$341& 3)"3 $/.3"*.2 -".8 %*''&1&.3

5",4&2�

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Calculating Smart Parts

�/1 � ".% � 14,&2� 8/4 $". #4*,% 2-"13 0"13 .4-#&12 42*.( 3)& 2&(-&.3 5",4&2&.3&1&% %41*.( 2",&2 /1%&1 &.318� �)& 2823&- $",$4,"3&2 2-"13 0"132 *. " 2*-*,"1-"..&1 3/ %&1*5&% $",$4,"3*/.2� )/6&5&1 3)& 1&24,3*.( 2-"13 0"13 *2 ".",0)".4-&1*$ 231*.(� !/4 -423 %&'*.& 2-"13 0"13 .4-#&12 *. 3)& �3&- �"23&1������� ".% �1".$)��,".3 ������ 3"#,&2�

!/4 $". #4*,% " 0"13 .4-#&1 #8 42*.( '/,,/6*.( '4.$3*/.2�

� �&(-&.3 1&'&1&.$*.(

� �4#231*.(

� �/.$"3&."3*/.

� �*3&1", 3&73� '/1 &7"-0,& 3)& ,&33&1 � *. 0"13 .4-#&1 �� �

�-"13 0"13 '/1-4,"2 $". %&'*.& 2)/13� .% /1 1% 0"13 .4-#&12� �-"13 0"132 6*,,42& 3)& 0"13 .4-#&1*.( 28-#/, $/.5&.3*/.2 %&'*.&% *. �1".$)��,".3 �/.23".32��/1 &7"-0,&� *' 3)& 2-"13 0"13 '/1-4," 42&2 3)& 28-#/, 3/ *%&.3*'8 3)& 1% 0"13.4-#&1 ",/.( 6*3) 3)& 1% 0"13 .4-#&1� 3)& 2823&- 6/4,% 0,"$& 3)& .% 0"13.4-#&1 /. 3)& 2",&2 /1%&1 ".% 6/1+ /1%&1 %&3"*, ,*.&�

Derived C

alculations

Page 102: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–70

���� "�� ������ � ����� ����� "�� ��� ���� ��� � ������� ����������� ����������� ��� �������" �� ��� ����� ���� �� ����

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Page 103: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–71

Set Up Assembly Inclusion Rules

G32 Configurator Enter 29

G3241 Configurator Setup Choose Assembly Inclusion

Rules

Setting Up Assembly Inclusion Rules

� & �&$% $�% &! �$$����* ����&$� � #&��$ %��% !# ��$$ #�"&�$%�� !%� �$ ������%&#�$ �# � $���$ #��# ��%#* ��% %�� $!������ � �! ���%$� !�#�%� �$� �������&��%�� '��&�$ %��% �#� ����$$�#* % �&��� ��� !#��� %�� � ����&#�� �%���

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!�#% ���� ��� !�#% �����

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Page 104: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–72

������ ��� �� � �$%(-$ 3'$ /1("$�".23 #)423,$-3� �'$ 2823$, /1."$22$2 �

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/1("$ !8 � ������

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Logic Statements

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�% �$&,$-3 � $04 +2 ���� -# 2$&,$-3 � (2 &1$ 3$1 3' - �� 3'$- (-"+4#$ / 13���� $+2$ (-"+4#$ / 13 ����

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Page 105: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–73

Advanced Assembly Inclusion Rules

�"% �! �&&� ��, �!��(&�"! %(��� ,"( ��! ����!� ��)�!��� �&&� ��, �!��(&�"!%(��& '"�

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Derived Calculations

�"% ���� %(�� ',#�� ,"( ��! ����!� ����(��'�"!& �"% � &#������ &�� �!' '"��'�% �!� '�� �"��"*�!��

�������� ��� ����� ��� )��(� �"% � ����(��'�� &�� �!'

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%"('�!� &'�#

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� � &(�&'%�!� �(!�'�"! '" &����' � &(�&�' "� )��(�& �%" � &�� �!'

� � �"!��'�!�'� �(!�'�"! '" �" ��!� )��(�& �%" '*" &�� �!'&

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�" ����!� � ��%�)�� ����(��'�"!� ,"( ��! (&� (# '" � ���%��'�%& �! '�� �&&� ��,�!��(&�"! �(��& �!� (# '" �� ���%��'�%& �! '�� ��)�!��� �(��& �(!�'�"!*�!�"*�

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Page 106: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–74

See Also

� � ������ ������ ������������ ������

Understanding Smart Parts

�(+ *.�'-$-2 +.% , �� +.% , �'� � +.% ,�� 2(. ��' �.$%� 3,&�+- )�+-� '.&� +,!+(& -# , "& '- /�%. , -#�- 2(. '- + � (' -# ,�% , (+� +� �# ,$&)% ,- !(+&(! � ,&�+- )�+- 0(.%� � -# �',0 + -( � , "& '- *. ,-$(' $, � )�+- '.&� +��# ,2,- & ��%�.%�- , ,&�+- )�+-, $' � ,$&$%�+ &�'' + -( � +$/ � ��%�.%�-$(',-+$'"4+ %�- � () +�-$(',�

Referencing External Fields

, 2(. � !$' � � +$/ � ��%�.%�-$('� 2(. ��' $'�%.� !$ %� /�%. , !+(& -# �1- +'�% �$% , � ! + '� 0$'�(0� �(+ 1�&)% � � )+$�$'" �,, &�%2 $'�%.,$(' +.% !(+ ��������� ., , � !$ %� + ! + '� -( + -+$ / � ��, )+$� !+(& -# ��, �+$� -��% ������

Referencing External Programs

�(. ��' + ! + '� �' 1- +'�% �.,-(& )+("+�& !(+ ,) �$�% ��%�.%�-$(',� �#$, $,., !.% $! -# ��%�.%�-$(', + *.$+ , , / +�% ,- ), (+ + *.$+ , &(+ �#�+��- +, -#�'�/�$%��% �

Multi-Level Processing

�! � �('!$".+ � $- & $'�%.� , &.%-$)% % / %,� -# ,2,- & )+(� ,, , ��#�(&)(' '- �(0' -# $- & #$ +�+�#2 � !(+ )+(� ,,$'" ��+(,,� �#$, )+(� ,,� - +&$' , -# (+� + $' 0#$�# , "& '-, �+ �$,)%�2 � �.+$'" ,�% , (+� + '-+2�

�(+ 1�&)% � $' -# !(%%(0$'" �('!$".+ � $- &� -# ,2,- & �$,)%�2, 0$'�(0,�.+$'" ,�% , (+� + '-+2 $' -# (+� + � �� �� �� ��

Page 107: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–75

Item A

Segment 10Segment 20Segment 30

Item EItem B

Segment 40Segment 50Segment 60

Item DItem C

Multi–Level Item Processing

���"���! �$�#�(��%�� �!���""��� ����!� '�$ "�# $� '�$! !$��"� "� #��# #�� "'"#��!���!����" "�����#" ��! �!�%��$"�' ��#�!�� %��$�"�

Referencing Table Names

��$ ��� $"� ��%����� !$��" #� !���!���� � #���� #��# !�#$!�" ����$��#�� "�����#%��$�"� �!���"� ��� ��!#" #� #�� �""����' ����$"��� !$��"�

What You Should Know About

������ �������������

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$������#����� !$��" #� ����$�� ��!#"� ���$"#���#"�

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Page 108: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–76

See Also

� ������ ���� ��� � �������

Defining Assembly Inclusion Rules

�������� �!!����& ����#!��� #��! ���!�!"! �� "�� �����%����

� ������ #������"����� #��!

� ������ �����"����� #��!

� ������ $��#�!

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Page 109: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–77

�� �!��%� %�� � �� '��� ����� '�%� �� �$%�#�$��

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Page 110: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–78

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Page 111: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 2–79

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Configuration Management

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Understand Tables

About Tables

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Configuration Management

Release A7.3 (June 1996)2–92

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Page 125: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

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Example: Multiple Segments, Exact Lock

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Page 126: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)2–94

Example: Multiple Segments, Column Lock

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Page 127: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

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Configuration Management

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Setting Up Table Dimensions

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Configuration Management

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Configuration Management

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Printing Table Information

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3283P J.D. Edwards & Company Rules Table Name . . LIFT Lift Rate–Power Type Rules Table Type . . P Lift Rating 2000

Page – 2 Date – 2/20/96 Branch . M30

Power Type * Value Value Power Type –––––––––––––––––––– –––––––––––––––––––––––––– –––––––––––––––––––––––––– BATTERY F105 F130 Qty. . 1 EA Qty. . 1 EA GAS F105 F120 Qty. . 1 EA Qty. . 1 EA PROPANE F105 F125 Qty. . 1 EA Qty. . 1 EA TRANS F105 F185 Qty. . 1 EA Qty. . 1 EA WARP F105 F180 Qty. . 1 EA Qty. . 1 EA

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Release A7.3 (June 1996)2–108

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Release A7.3 (June 1996) 2–109

Print Reports

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Printing Segment Information

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32491 J.D. Edwards & Company Page – 9

Print Segment Rules Date –4/16/96 Product Family . FORKLIFT–A Branch .M30 Forklift, New Improved Num Syst Us User Seg Description Req Y/N Default Value Code Cd Def Code Description ––– –––––––––––––––––––––––––––––– ––– ––– –––––––––––––––––––– –––– –– –––––––––– –––––––––––––––––––––––––––––– 10 Lift Rating R Y 4000 32 LR 2000 2000 Lb Capacity

4000 4000 Lb Capacity

6000 6000 Lb Capacity

20 Power Type R N GAS 32 PT BATTERY Battery Powered DIESEL Diesel Engine GAS Gas Engine PROPANE Propane Engine TRANS Transwarp Drive WARP Warp Drive 30 Boom Height R Y 10 32 BH 08 8 Foot Boom 10 10 Foot Boom 12 12 Foot Boom 40 Paint O N STD 32 PA CUS Custom Paint STD Standard Paint 50 Propane Tank O N 32 TK 25LBTK 25 Pound Tank 50LBTK 50 Pound Tank 60 Calculated Counterweight C Y

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Printing Cross-Segment Editing Rules

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32492 J.D. Edwards & Company Page – 8 Segment Editing Rules Print Date – 4 /16/96 Product Family . FORKLIFT–A Branch . M30 Forklift, New Improved If Parent Segment Rules State: Edit So Segment Must Be: Cond ( Seg Segment Description Rel Value ) Seg Segment Description Req Rel Value Text –––– –––– –––– ––– –––––––––––––––––––––– ––– –––––––––––––––––––– –––– ––– –––––––––––––––––––––– ––– ––– ––––––––––––––––––– – –––– If 10 Lift Rating EQ 6000 20 Power Type R EQ *VALUE Y Rule No 1 Seq No 1 GAS PROPANE TRANS WARP

A 6000 LB capacity Forklift requires a gas or propane engine.

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Printing Assembly Inclusion Rules

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32493 J.D. Edwards & Company Page – 1 2 Assembly Inclusion Rules Date – 4/ 16/96 Parts List Product Family . FORKLIFT–A Branch. M30 Forklift, New Improved Configurator Rul P IF Condition: THEN Include: Cond ( Seg Segment Description Rel Value ) Component Item Number Description Ln –––– –––– ––– ––––––––––––––––––––––––– ––– –––––––––––––––––––– –––– –––––––––––––––––––––––––– –––––––––––––––––––––––––––– –– –– Use BOOM Forklift Boom W Rule No 1 Seq No 1 Qty 1 EA Use F165 Counterweights S Rule No 1 Seq No 2 Qty 1 EA DC (S60/50)+1 Use S Rule No 1 Seq No 3 Use S Rule No 1 Seq No 4 Next Edit Group. . . . . . . . . . . . . If 10 Lift Rating EQ 6000 S Rule No 2 Seq No 1 And 30 Boom Height GE 10 S Rule No 2 Seq No 2 Use F170 Pneumatic Tire S Rule No 2 Seq No 3 Qty 4 EA Else F175 Hard Rubber Tire S Rule No 2 Seq No 4 Qty 4 EA Next Edit Group. . . . . . . . . . . . . If 40 Paint EQ STD S Rule No 3 Seq No 1 Use F150 Yellow Paint S Rule No 3 Seq No 2 Qty 1 EA Next Edit Group. . . . . . . . . . . . . If 30 Boom Height EQ 8 S Rule No 6 Seq No 1 Use F135 8 Ft Boom S Rule No 6 Seq No 2 Qty 1 EA Next Edit Group. . . . . . . . . . . . . If 30 Boom Height EQ 10 S Rule No 7 Seq No 1 Use F140 10 Ft Boom S Rule No 7 Seq No 2 Qty 1 EA Next Edit Group. . . . . . . . . . . . . If 30 Boom Height EQ 12 S Rule No 8 Seq No 1 Use F145 12 Ft Boom S Rule No 8 Seq No 2 Qty 1 EA

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Sales Orders

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Release A7.3 (June 1996)2–114

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Release A7.3 (June 1996) 3–1

Configured Item Sales Orders

Objectives

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Configuration Management

Release A7.3 (June 1996)3–2

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Release A7.3 (June 1996) 3–3

Work with Configured Item Sales Orders

G3 Manufacturing SystemsChoose Configurator Operations

G32 Configurator Choose an option

Working with Configured Item Sales Orders

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Entering a Sales Order in Assisted Prompt Mode

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Working with Error Messages

# ��� !���! � �� ��" &� "�� !&!"�� �����! "�� $��#�! "��" &�# ��"� �����!" "��� �!!'!�����" ���"��� #��! ��� ������# �� �"�� !�����"!� ��� !&!"�� $� ����!"��" &�# ��$� ��" ��"� �� ��& $��#�! "��" $����"� "�� ���"��� #��!� �� � !�����"$��#� $����"�! �� ���"��� #��� "�� !&!"�� ��!���&! ��"�� � �� � � � !��" � � ��!!����

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What You Should Know About

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Converting Sales Quotes for Configured Items

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Release A7.3 (June 1996) 3–17

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Before You Begin

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See Also

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Processing Options for Sales Order Entry – Detail

Sales Order Default Values: 1. Document Type (Required) ____________ 2. Line Type (Optional) ____________ 3. Beginning Status (Optional) ____________ 4. Override Next Status (Optional) ____________ 5. Unit of Measure (Optional) ____________ 6. Line Number Increment (Optional) ____________

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7. Reason Code (Optional) ____________

Unit Of Measure Default Values: 8. Enter ’1’ to use the Pricing UOM ____________ as the default Transaction UOM. If left blank, the Primary UOM will be used instead.

Work Order Default Values: 9. Document Type (default is ’WO’) ____________ 10. Beginning Status ____________ 11. Held Status ____________ 12. Cost Center ____________ 13. Change Status ____________

Order Duplication Default Values: 14. Document Type ____________ 15. Beginning Status ____________ 16. Enter text duplication selection ____________ ’1’ to copy line text ’2’ to copy line and order text ’3’ to copy order text

Address Book Default Values: 17. Enter a ’1’ to default the branch ____________ from the Address Book. If left Blank, it will default from the user default location. 18. Enter a ’1’ to default the address ____________ lines when the address number is changed. If left blank, the current address will remain.

Download Header Information: 19. Enter ’1’ to automatically load ____________ header values to the detail lines after a change. If left blank, it must be done manually.

Prompting Control: 20. Enter the Screen Format: ____________ 1 = Quantity, Item, Price 2 = Quantity, Item, Description 3 = Item, Quantity, Price (If left blank, format 1 is used.) Enter a ’1’ to: 21. Display Headings first. ____________ 22. Be prompted to accept the order. ____________Note: Two-Cycle Order Entry Is Not recommended for configured items. 23. Allow the addition of a Customer ____________ Master record, if not set up. 24. Load Online Invoice information ____________ before the order is accepted. 25. Enter which Item Search screen ____________ is to be used to return items:

1 = Item Search window allowing the return of multiple items 2 = Full Item Search screen with Query capabilities

(If left blank, the Item Search window allowing the return of a single item will be used.)

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Order Hold Codes: 26. Customer Credit Checking ____________ 27. Order Margin Checking ____________ 28. Order Line Margin Checking ____________ 29. Order Minimum Value Checking ____________ 30. Order Maximum Value Checking ____________ 31. Partial Order Hold ____________ 32. Product Allocation Hold ____________

Line Control Status: 33. Enter the next status code beyond ____________ which a detail line cannot be changed. If left blank, no restriction will be put on the changing of a line.

Field Display Control: Enter ’1’ to protect or ’2’ to supress: 34. Cost Fields ____________ 35. Price Fields ____________

Enter ’1’ to protect the following: 36. Status Codes ____________ 37. Price adjustment driver fields ____________

Enter a ’1’ to suppress the following: 38. Closed Detail Lines ____________ 39. Credit Card Information ____________ 40. Freight and Carrier Information ____________ 41. Commission Information ____________

Credit Order Processing: 42. Enter the status code to select ____________ when retrieving credit orders. 43. Enter ’1’ if the previous status ____________ is the last status. If left blank it will be the Next Status.

Cross Reference Information: 44. Enter the Cross Reference Type for: – Substitute Items ____________ – Associated Items ____________ – Replacement Items ____________ 45. Enter ’1’ to use the substitute ____________ item’s Unit Price. If left blank, the original item’s price will be used to order the substitutes.

Kit Processing: 46. Enter ’1’ to prevent Kit ____________ Components from being written. If left blank, they will be added to the sales detail file. 47. Enter ’1’ to suppress Kit ____________ Component lines. 48. Enter the version of Kit Inquiry ____________ to call. If left blank, version ZJDE0001 will be called. 49. Enter ’1’ to suppress availability ____________ information in the Kit Window.

Availabilty Checking: 50. Enter ’1’ to be notified of an ____________ automatic backorder or cancel.

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Enter ’2’ to be notified but not create the backorder or cancel. Enter ’3’ to create the backorder or cancel automatically and update the order without issuing the warning.

If left blank, no availability checking will be done.

Commitment Control 51. Enter ’1’ for commitment to ____________ Other Quantity 1 or ’2’ for commitment to Other Quantity 2. This option is typically used in conjunction with a Blanket or Quote Order. If this option is used, the commitment preference will be ignored.

Automatic Processing: 52. Enter ’1’ to automatically display ____________ the Supply and Demand screen when a new sales detail line is backordered.

53. Enter ’1’ to print pick slips or a ____________ ’2’ to print invoices through the subsystem. Enter ’3’ for on-line commitment or a ’4’ for subsystem commitment.

54. Enter ’1’ for auto order repricing ____________

Dream Writer Versions: Enter the version for each program. If left blank, ZJDE0001 will be used:

55. Pick Slip Print (P42520) ____________ 56. Supply and Demand (P4021) ____________ 57. Std Order/Basket Reprice (P421301) ____________ or Adv Order/Basket Reprice (P42750) 58. Customer Service (P42045) ____________ 59. Online Invoice (P42230) ____________ 60. Preference Profile (P40400) ____________ 61. Check Price (Advanced) (P40721) ____________ 62. Customer Master (P01053) ____________ 63. SMS Rate & Route server PSMR9100 ____________

Configurator Processing: 64. Enter one of the following for the ____________ mode of Specification Entry. If left blank, ’2’ will be used: ’1’ = Text Mode ’2’ = Assisted Mode ’3’ = Assisted Prompt Mode

Transfer Price Update: 65. Enter the order type(s) that ____________ the system will use to invoke inter-branch updates. To specify more than one order type, type them one after the other along this field. 66. Enter the transfer pricing method ____________

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to be used. Default method is 1. 1 = Branch cost mark-up 2 = Transfer pricing 67. Enter ’1’ to allow inter-branch ____________ invoicing. If left blank, no inter-branch invoice can be run.

Warehouse Processing: 68. Enter the request processing mode: ____________ ’ ’ = No pick requests ’1’ = Generate requests only ’2’ = Generate requests and process using the subsystem

69. If processing pick requests using ____________ the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)

70. Enter an override next status ____________ for sales order lines for which requests have been generated.

Order Template Processing: 71. Enter a ’1’ to use the Sold-to ____________ address number for order templates, or a ’2’ to use the Ship-to address number. If left blank, no automatic order template processing will be performed.

Blanket/Quote Processing: 72. Enter a ’1’ for automatic access ____________ to the blanket/quote release processing. If left blank, no automatic blanket/quote release processing will be performed.

Preference Profile Processing: 73. Enter a ’1’ to use preference ____________ profile defaults. If left blank, no preference profile information will be defaulted.

74. Enter a ’1’ to use the Inventory ____________ Commitment Preference to source from multiple branches or to view grade or potent items in the commitment window.

Currency Processing: 75. Enter the tolerance limit ____________ percentage to warn you of currency rate changes. A 15.0 indicates a warning if the rate is 15 percent greater or less than the current rate.

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ÑÑ Exercises��� ��� ����� � �� �� ��������

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Configured Items

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Configured Items

Objectives

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About Configured Items

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Configured Item

s

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Configuration Management

Release A7.3 (June 1996)4–2

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Release A7.3 (June 1996) 4–3

Process Work Orders

G3 Manufacturing SystemsChoose Configurator Operations

G32 Configurator Choose Work Order Processing

Processing Work Orders

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Process W

ork Orders

Process W

ork Orders

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Configuration Management

Release A7.3 (June 1996)4–4

Before You Begin

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What You Should Know About

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Release A7.3 (June 1996) 4–5

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Processing Options for Work Order Generation

Generation Information: 1. Enter one of the following: ____________ 1 – Parts List only 2 – Routing only 3 – Both Parts List and Routing If left blank, neither Parts List nor Routing will be generated. 2. Enter a ’1’ to use the W.O. Date ____________ for Effectivity checking. (Default is the W.O. Start Date.)

Update Information: 3. Enter the new Status Code for the ____________

Process W

ork Orders

Process W

ork Orders

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Work Order Header. If left blank, status will not be changed.

Work Order Print Information: 4. Enter a ’1’ to print Work Orders. ____________ If printing Work Orders:

Parts List Print Information: 5. Enter a ’1’ to print Parts List ____________ 6. Enter a ’1’ to print the 2nd line of ____________ information, which is scrap and related work center. 7. Enter a ’1’ to print Parts List on a ____________ new page. 8. Enter the DREAM Writer Version of ____________ the Parts List to print. If left blank, XJDE0001 is used. (See Form ID P31415.) 9. Enter a ’1’ to print a consolidated ____________ Parts List.

Routing Instructions Print Info:10. Enter a ’1’ to print Routing ____________11. Enter a ’1’ to print Routing on a ____________ new page.12. Enter the DREAM Writer Version to be ____________ executed for the desired sequencing of the Routing. If left blank, the operation sequence is used. (See Form ID P314151.)

Backscheduling Information:13. Enter the Unit of Measure for ____________ backscheduling.

Shop Packet Summary Information:14. Enter a ’1’ to print the Shop ____________ Packet Summary.

Shortage Report Information:15. Enter the DREAM Writer Version of ____________ the Shortage Report to execute. If left blank, no shortage report will be printed. (See Form ID P31418.)

Bar Code Information:16. Enter the DREAM Writer Version to be ____________ executed for the desired print overrides for Bar Coding. (See Form ID P31413.)

Inventory Issue Information:17. Enter the DREAM Writer Version of ____________ Batch Inventory Issues to execute. If left blank, the Inventory Issues program will not be called. (See Form ID P31420)

Purchase Order Information: (Used for Sub-Contract Routings)18. Enter the Document Type ____________19. Enter the Line Type ____________20. Enter the Beginning Status ____________21. Enter a ’1’ to default the tax area ____________ from the ’Ship-To’ address book

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number. If left blank, the tax area will default from the Supplier address book number.

Sales Order Information:22. Enter the new Line Type for kit ____________ and configured components. This is used to avoid issuing inventory from Sales Order processing. The Line Type used should be inventory interface ’N’. If left blank, Line Type will not be changed.23. Enter the Next Status for Sales ____________ Order kit and configured component lines. (This is used to bypass the normal flow of the order, i.e., Pick Slip.) If left blank, status will not be changed.

24. Enter a ’1’ to print Sales Order ____________ Text lines.

Configured Item Costs:25. Enter one of the following options ____________ for calculating the standard cost for configured items in the WO Variance file (F3102). 1 – Always calculate the standard cost. 2 – Only calculate the standard cost if it has not already been done (no variance records exist.) If left blank, standard cost will not be calculated.

Bom Substitutes:26. Enter ’1’ to allow the use of ____________ Bill of Material substitutes in case of a shortage.

Purchasing Journal Entries:27. Enter a ’1’ to load the Work Order ____________ Number into the Subledger field of the purchasing J/E’s.

Blanket/Quote Processing:28. Enter a ’1’ for automatic blanket ____________ order release processing.

Build Against Prior Revisions:29. Enter a ’1’ to permit building ____________ work orders against prior revision levels. The revision level in the work order header (F4801) will be used to select the parts list to attach to the work order. If left blank, prior revision level bills will not be selected.

Warehouse Processing:30. Enter the request processing mode: ____________ 1 – Generate requests only 2 – Generate requests and process using the subsystem.

Process W

ork Orders

Process W

ork Orders

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Release A7.3 (June 1996)4–8

If left blank, requests will not be generated.

31. If processing pick requests using ____________ the subsystem, enter the DREAM Writer version to use. If left blank, XJDE0002 will be used. (see Form ID P46171)

32. Enter the default staging location ____________ for moving goods out of the warehouse. The parts picked from the warehouse are staged at this location prior to use within manufacturing. (F1=Location Window)

33. Enter a ’1’ if the default staging ____________ location should be checked for availability. If the part is available at the staging location a request will NOT be generated. This option only applies to parts without work center locations.

Quality Management Options:34. Enter a ’1’ to attach the ____________ Work Order/Routing tests.

Generic Text Print Options:35. Enter a ’1’ to print component ____________ generic text on the Parts List.36. Enter a ’1’ to print operation ____________ generic text on the Routing.

Processing Options for Subsystem Maintenance

Default Information: 1. Enter the default subsystem name: ____________

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Working with Configured String History

G3 Manufacturing SystemsChoose Configurator Operations

G32 Configurator Choose an option

Working with Configured String History

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Generating the Configured String History

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Configured S

tring History

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Configuration Management

Release A7.3 (June 1996)4–10

Reviewing the Configured String History

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Release A7.3 (June 1996) 4–11

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Configured S

tring History

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Configuration Management

Release A7.3 (June 1996)4–12

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Page 183: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–13

Understand Configured Items and Manufacturing

About Configured Items and Manufacturing

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Reviewing Hours

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Configured Item

s and Mfg.

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Configuration Management

Release A7.3 (June 1996)4–14

Example: Reviewing Hours

See Also

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Reviewing Quantities

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Example: Reviewing Quantities

Configured Item

s and Mfg.

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Configuration Management

Release A7.3 (June 1996)4–16

See Also

� ��#��$��� !�� �!�!" �� �"��!�!�� � ������ � &�� ���� ���� ���!���

"���

Working With Manufacturing Accounting

�% +!' �� '���&'$� �! ���'$�� �&��%� ! � �� ��$� � (�$�� �� �*�%&% ����'%�&��$� �% ! %&� ��$� ���� !� ��&�$��� !$ $!'&� � �!$ &�� �! ���'$�� �&��� ��� �!$��$��$ �$!��%%� � "$!�$�� ����'��&�% &�� �! ���'$�&�! -%"������ �!%&%� ���%� �!%&%�$� &�� ���'�'��&�! !� &�� �!�"! � &%� %&� ��$� �!%&%� &�� ���!$ � � !(�$����(��'�% ���� �� )�&� �� '���&'$� � �! %&� &%� � � &�� �&&����� $!'&� �� )!$��� &�$ � �!$��&�! � � � )!$� !$��$ (��'�%�

��� %+%&�� %&!$�% &�� �! ���'$�&�! -%"������ �!%&% � &�� �!$� �$��$ ��$�� ��&���� � ��� � � '%�% &��%� �!%&% �!$ $���&�� �� '���&'$� � ���!' &� �&$� %��&�! %�

See Also

� ����� !��� ������"��� �!�� � &�� ���"�! �� !��� ��� ���"���!"����

����"�!��� "���

Working with Product Costing

�!%&� � �!$ �! ���'$�� �&��% �% �����$� & �$!� �!%&� � �!$ ! -�! ���'$�� �&��%�����'%� �! ���'$�� �&��% �! !& ��(� � %&� ��$� ���� !� ��&�$��� !$ $!'&� ���! ���'$�� �&�� �!%&� � �% ��%�� ! &�� ���&'$�% � � !"&�! % %����&�� �'$� �%���% !$��$ � &$+� ��� �!%&% �$� ' �#'� &! &�� �! ���'$�&�! �

��� �$!��%% �!$� �$��$% "$!�$�� "�$�!$�% � �!%& $!��'" )�� �& �&&����% �"�$&% ��%& � � $!'&� � &! � )!$� !$��$ �!$ � �! ���'$�� �&��� � "$!��%%� � !"&�! � %&$'�&% &�� "$!�$�� &! ����'��&� &�� �!%&%� ��� %+%&�� %&!$�% &�� �!%&% � &���!$� �$��$ ��$�� �� &�����

��� �!$� �$��$ �$!��%%� � "$!�$�� ����'��&�% �$!,� %&� ��$� �!%&% �!$ &���! ���'$�� �&��� ���% "$!�$�� ��%! '"��&�% &�� ' �& � � �*&� ��� �!%&% �!$ &���%%!���&�� %���% !$��$�

��� �$!�'�& �!%&� � %+%&�� �!�% !& %'""!$& &$� %��$ !$��$% �!$ �! ���'$���&��%�

See Also

� ����� !������ ������"��� �!�� � &�� ���"�! �� !��� ���

���"���!"���� ����"�!��� "���

Page 187: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–17

Working with Work Order Completions

�� ���� ����� ����������� ����� � ��� ��� ������ ���� ������� �� ��� �������� ������� �$���� �� ��� �� ����� � ������ �� �� � �������� ��� ����� ���������� ��� �� ����� ���!� �� �� � �������� �� �� �� � ������� �� ��������� �� � ����

��� ������ ��� ������ ��� �$���� ��� � ��� ��" ��� ����� "��� �� �� �� ��������� ��� ���� ����� � �� ��� � ��� �� �� �� ������ �� ��� ������� ���� �$���� �� ��� ������� ������ �� ���� ����� ����������� ����� � "��� � �� ��������� ����� ��� � ��� ����� �� �� �� ��� � ��� ������� ��� �� ��� ���������� �����

See Also

� �������� ������� ������ � ����� �� ��� ���� ���� ������� �����

ÑÑ Exercises�� ��� �#������� ��� ���� �� �����

Configured Item

s and Mfg.

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Configuration Management

Release A7.3 (June 1996)4–18

Page 189: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–19

Understand Configured Items and Distribution

About Configured Items and Distribution

��*�( /&+ ��,� �%*�(�� � )�#�) &(��( �%� ��%�(�*�� -&(" &(��() �&( � �&%� �+(�� *�$� +)� *�� �&##&- %� '(&�(�$) % *�� )*( �+* &% )/)*�$ *& �&$'#�*� *�� )�#�)&(��( '(&��)) %� �/�#��

� %*�( ��#�) �(��()

� �( %* � �" �# ')

� �� '$�%* �&%� ($�* &%

� �( %* %,& ��)

� �( %* %,& �� �&+(%�#

� �( %* ��� ��#�) ����'

� �'��*� ��� �%� ���

Working with Configured Item Inventory

��� �&%� �+(�* &% ��%���$�%* )/)*�$ �%��#�) /&+ *& )*&�" �&%� �+(�� *�$)��&( )*&�"�� �&%� �+(�� *�$)� /&+ ��% +)� '(&�(�$) - *� % *�� )*( �+* &%)/)*�$ *&�

� ��, �- �&%� �+(�� )*( %�)�

� ��, �- �&%� �+(�* &%0)'�� � � �&)* %� %�&($�* &%�

� ����" �,� #�� # */ �&( �&%� �+(�� �%� *�$)� �&+ ��% )��(�� �&( )��$�%*)

&( �&( �% �.��* �&%� �+(�� )*( %� $�*���

� ��#��* � )*&�"�� �&%� �+(�� *�$ �+( %� )�#�) &(��( �%*(/� ��� )/)*�$ ��(�

�&$$ *) *�� *�$� �&�) %&* ��%�(�*� � -&(" &(��(� �%� +)�) �&)*) % *���(�%����#�%* �&)*) *��#��

� ��(�&($ %,�%*&(/ *(�%)��* &%)� )+�� �)�

� � $'#� ))+�)

� �(�%)��()

� ��!+)*$�%*)

Configured Item

s and Dist.

Page 190: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)4–20

� �������� �������� ����� �� ��� ������� ���������������� ���������� ����

See Also

� ������ �������� ������� �� � �������� ���������� ����

� ����������� �������� ������� �� � �������� ���������� ����

� ��������� �������� ������� �� � �������� ���������� ����

Example: Issues

��� ��� ������ ����� ����� �� ��������� �� �������� ���� ���� ����������

Page 191: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–21

Example: Transfers

��� ��� �������� ��������� ��� � ��� ��� �������� �� �������

Configured Item

s and Dist.

Page 192: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)4–22

Example: Adjustments

��� �� ����� ���������� ��� ���� ��� ����� �� � ������ ������������� ������� ���� ����� �������� ���������� ��� �������� ���� ������� ��������� �� ���������� ���� ���� ��������� ���������� ���� ���� ������������ �� ��� � ���� ��� ���� ���� ��� ���� ���������� ������

Page 193: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–23

Checking Availability

�� ��! �������� ��#� ��� ������� ���� ��� ������# ��� �������� � ���� ����#����� �� ������# ��� ���������� ���� ���������

Checking Availability During Sales Order Entry

� ����� � ���� ����# ������ ����� ����� ����#� #�� ���� ��� ��� ����� � ���� ����#����� �� � �� ������������ ���������� ������ ����� ����� ����#� �� ��� �#���� �������� �"��� ���� ��� ������ ������ � !����! ������#� ��� ��������� ���������� ����������� �������������� ��� ��� ������# ������� ����� ��� ��� �� ��� �� ������������� ���� ��� ������ �� ���� ���� �� ��� ����� ������ ��!� ��� ����������� � ���� �����# �������� �� ����������

�� �#���� ���� ��� ����! ���� ��������� �� ��� �������# ������� ��� ��� �������#�������� �� ����������

See Also

� �"#��!� (�%� "!���&#�� %� ����$ �#��#$ �������

� �"��%�!� �& �#) �&�!%�%) !�"# �%�"! �������� �� ��� ����$ �#��#

��!��� �!% �&���

� �"��%�!� ��%����� �&�!%�%) !�"# �%�"! �������� �� ��� ����$ �#��#

��!��� �!% �&���

� ��'��(�!� ����$ �#��#$ ������� �� ��� ����$ �#��# ��!��� �!% �&���

Configured Item

s and Dist.

Page 194: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)4–24

Example: Summary Availability

��� �� ��� ������� ����������� �� ������� ��������� �������� ��������� ���� �� � �� ������ ����� ������ �� �������� ��� �� �������� ��������� ����������� ���������� �� ��� ��������

Page 195: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–25

Example: Detailed Availability

��! ��� !�� �� ����� �"�������� % � ��"��# �� � � !� �� ������!��� � ��� �� ��������� ���� ���� ��"��# ������� ��� �!�� �� ��&���� �!�� � % �� � ������!���� �� ��� ���� �� ����� ��� � ������ �� �!�� � %�

Example: Reviewing Customer Service Information

��"��# �!� ���� ���"��� ������� ��� ��

� ��� � �!���� ����� ����� ������� ��� ���� �� ���� �� ��� ��� �� ����

�� ��� �� ��% ���� �����

� ���"��� ������� ��� � �� ����� ������ �!� ����� ��� � �� ��"���

� ������ ������� �� �$ ��� �� ����� ����� ����

Configured Item

s and Dist.

Page 196: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)4–26

� �����$ ������!�� ���%�������� ������� ���

Working with Pick Lists

�� �� $�! ��"� ������ �� ����� ��� #��� ������ ��� ������!��� � ���� !�� ������ ���� ��� ������� � ���� ���� ��� �� ���� ��� � ����!�� �� �����#���������� ����

� ����� �!�� � ��� ������ ��� ��"�� � �� � ����� �� �������� ���� �� ��

#�����!��

� ����� �$ ���� � �� ����� ��� ��� �� ����� �� � #����� !���!� ��� � �����

�� ����"��$� ����"�����

� ��"���� ����� !�� ����

� !� ���� ����� !�� ����� !���!� ��� "����$��� ����"��$

Page 197: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–27

Example: Pick Lists

J.D. Edwards & Company Page – 1 Pick Slip #. . 12277 P I C K S L I P Date – 4/16/96 Customer No – 4243 Ship To No – 4243 Order Number – 5290–000 SO Related P.O. – Brn/Plt – M30 Sold To: Custom Athletic Brokers Ship To: Custom Athletic Brokers 53104 Peachtree Lane 53104 Peachtree Lane Atlanta GA 30439 Atlanta GA 30439 ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Ord Date Promised Customer P.O. F.O.B. Ship

03/01/98 03/15/98 . Inst –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––

Description Item Number/Location, Lot Line Shipped Backorder UM Price Extended Amount ––––––––––––––––––––––––– ––––––––––––––––––––––––– ––––––– ––––––––––––––– –––––––––––––– –– ––––––––––––––– ––––––––––––––– Forklift FORKLIFT 1.000 1 EA 48,500.0000 48,500.00 Related Order . 13913 Per EA

*Forklift Boom BOOM 1.010 1 EA 0.0000 Related Order . 13911 Per EA

*Forklift Fork FORK 1.020 1 EA 0.0000 Related Order . 13912 Per EA Cross Member R115 1.030 1 EA 0.0000 Per EA Standard Blade R100 1.040 2 EA 0.0000 Per EA Chain B125 1.060 1 EA 0.0000 Per EA Standard Pump B100 1.070 1 EA 0.0000 Per EA Counterweights F165 1.080 17 EA 0.0000 Per EA 2000 lb. Chassis F105 1.090 1 EA 0.0000 Per EA Battery Drive Unit F130 1.100 1 EA 0.0000

Per EA Hard Rubber Tire F175 1.110 4 EA 0.0000

Per EA Yellow Paint F150 1.120 1 EA 0.0000 Per EA 8 Ft Boom F135 1.130 1 EA 0.0000 Per EA Freight Charge 1.140 1 EA 500.0000 500.00 Per EA Dealer Prep 1.150 1 EA 200.0000 200.00 Per EA Driver Signature Customer Signature Shippable Weight **Final** Sales Tax Total Order ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Tax Rt 49,200.00

See Also

� ������� ���� ������� ��������� �������� �� ��� ���� �����

��������� ����

Configured Item

s and Dist.

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Configuration Management

Release A7.3 (June 1996)4–28

Working with Shipments

��� $#���*'�)�$# ��#���"�#) (.()�" (*%%$')( %�')��! (��%"�#)( $� �$#���*'���)�"( )�'$*�� !�#� (%!�))�#�� $,�+�' )�� (.()�" �$�( #$) �!!$, .$* )$��� $'��' � �$#���*'�� �)�"�

�(�#� )�� ���% $#��'" %'$�'�" )$�

� �$��)� �-�()�#� $'��' �#�$'"�)�$#

� �� ����)�$#�! !�#� �)�"( �#$#��#+�#)$'. �)�"( $#!.�

� ��#�� )�� (��%%��� ��� $'��'� �#� ��#��! &*�#)�)��(

� �%����. � �$#)��#�' ��� ��''��' �$��� �#��$' (��%"�#) ��)� �$' ���� !�#�

�)�"

� �+�''��� )�� ���% �$ ��'�((

� ���% �'$" $)��' $' "*!)�%!� !$��)�$#(

� ��*() �#+�#)$'. �$#/��#� $' ��'� �$""�)(�

� $#��'" (��%"�#)

� ���$'� (�'��! #*"��'( �$' (��%%�� �)�"(

� ��(%!�. )�� �'����)����)�$#�! ��'��( ��+�(�$#( %'$�'�"

See Also

� ������ ��� ��������� ������� �# )�� ����� ���� ��������� �����

Page 199: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) 4–29

Working with Invoices

��� ��� ����� ������� ������� �� ����� ����� ����� �������� ��� �� ������������ �� ���� ����� ������ ����� ��� ���� ����� ��� ������� ��� ������ ��� ����� ��� �� ���� ����� ������� �� ��� � ���� �� ������ ��� ������ � ����������� ��� �� ��������� ��� �� ����� �� ������ ��� ��������

Example: Invoice

J.D. Edwards & Company Page Number– 1

Date – 04/16/96 Customer – 4242 Brn/Plt – 30 Related PO – Order Nbr – 2060 SO Invoice – Sold To: Corporate Office Systems Company Ship To: Corporate Office Systems Company 1156 Inverness 1156 Inverness Denver CO 80239 Denver CO 80239 Tax ID: Tax Cert: –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Request Date Customer P.O. F.O.B. Ship : 01/23/98 . Inst : –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Ln/Rq Dt Description Item Number UM Ship/Back/Cance Price Extended Price Tax Extended Cost Pct –––––––– –––––––––––––––––––––––––––––– ––––––––––––––––––––––––– –– ––––––––––––––– ––––––––––––––– ––––––––––––––– ––– ––––––––––––––– –––––– 1.000 Napa Valley Soft Side CD Case DRP4 EA S 150 20.0000 3,000.00 Y 1,500.00 50 01/23/98 Per EA Sales Tax Total Order –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Terms Net 30 Days Net Due Date 05/16/96 Tax Rt 3.800 114.00 3,114.00

Configured Item

s and Dist.

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Configuration Management

Release A7.3 (June 1996)4–30

See Also

� ������� ���� ������� �������� ��� ���� ����� ��������� �����

ÑÑ Exercises��� ��� ��� ���� �� ��� ������ �

Page 201: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Appendices

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Configuration Management

Release A7.3 (June 1996)4–32

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Release A7.3 (June 1996) A–1

Appendix A — Data Model

Appendices

Page 204: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Co

nfigura

tion M

ana

ge

me

nt

Re

lea

se A

7.3 (Jun

e 1996)

A–2

Business UnitMasterF0006

ItemMasterF4101

Configured ItemSegments

F3291

Cross SegmentEditing Rules

F3292

AssemblyInclusion Rules

F3293Sales Order

DetailF4211

Work OrderMasterF4801

ConfiguredString History

F3294

Business Unit No.Business Unit Desc.Business Unit TypeCompanyLevel of DetailCategory Codes 1–23

Item NumberDescriptionUnits of MeasureCategory Codes

Segment Def.Segment ValuesSegment Print Controls

If StatementsThen Statements

If StatementsThen StatementsRule Types:C – CalculationP – Parts ListsQ – WO ComponentR – RoutingX – Price/Cost Adjustment

Order IDItem IDQty ShippedQty BackorderedUnit PriceUnit CostDiscountReq’d DatePromised Date

Sales Order Info.Configured String ID’s

Related Work Ordergenerated from Sales Order

1

1

M

M

1 M 1 M

1 M1 1

ConfiguratorConstants

F3209

SubsystemAvailabilityQuotesWO Status for changesCalculated segmentsSegment delimiter

ConfiguratorLevel /Sequence

F3296

Level and sequenceof configured partson a Sales Order

M 1

1 1

1

1

ConfiguredString Master

F32941Configured StringID’s by item andlevel

ConfiguredString Detail

F32942Configured StringID’s by segment 1 values

1

ConfiguredItem/ Rules TableCross Reference

F3282

Defines segmentsthat use tablelookups

Rules TableDefinition

F3281

Table typeDescriptionNumber of SegmentsNumber of Return Values

Rules TableDetailF3283

Keys to the tableTable Values

Rules TableValue Definition

F32821

Holds multiple values for calculatedsegments

1 1 1

M

M1

1 1

1M

1 1

Cross SegmentEditing Rules

F32921

Values

Cross SegmentEditing Rules

F32922

Range

1M

11

1

1

1

M

1

Page 205: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) B–1

Appendix B — Functional Servers

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ppendices

Page 206: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

Release A7.3 (June 1996)B–2

Example: Voucher Processing Functional Server

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Multi–SpeedVoucher

EntryP041015

StandardVoucher

EntryP04105

VoidPayment

EntryP04103

CreditTied toDebitB.U.

P041016

Multi-VoucherP041017

CalculateWith-

holdingP04580

XT0411Z1Versions List

ZJDE0001ZJDE0002

Page 207: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Index

Page 208: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

index–4 Release A7.3 (June 1996)

Page 209: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) index–1

Index

Symbols

������� 7+;/8/4-� � �� ���

�"��!�� 7+;/8/4-� � �

Numbers

4* �/4+ �%���� *+,/4+*� ���

A

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67/)/4- �9>6+ $�� ��

Index

Page 210: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

index–2 Release A7.3 (June 1996)

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Page 211: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Release A7.3 (June 1996) index–3

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Page 212: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

index–4 Release A7.3 (June 1996)

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Page 214: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

index–6 Release A7.3 (June 1996)

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Page 215: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

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Index

Page 216: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

index–8 Release A7.3 (June 1996)

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Release A7.3 (June 1996) index–9

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Page 218: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

index–10 Release A7.3 (June 1996)

Page 219: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Glossary

Page 220: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

g–12 Release A7.3 (June 1996)

Page 221: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

g–1Release A7.3 (June 1996)

Glossary

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Page 222: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

g–2 Release A7.3 (June 1996)

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Page 237: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

g–17Release A7.3 (June 1996)

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Page 238: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

g–18 Release A7.3 (June 1996)

Page 239: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Exercises

Page 240: Configuration Management...Configuration Management 1–4 Release A7.3 (June 1996) Enterprise Requirements Planning and Execution Product Data Management (Systems 30 and 48) Product

Configuration Management

g–20 Release A7.3 (June 1996)