FO-A  Enter Features and Options

Purpose of Program

Use this program to enter features within bills of material and to enter option bills of material for features.  The program can also be used for general bills of material maintenance unrelated to features and options.

General Program Operation

This program is identical to BM-A  Enter Bills of Material and in fact Feature and Option bills can be entered using either program.  There are additional pop-up windows that are presented to further define features and options when a type O part is either a parent or component which are specific to Features and Options and described here.  See BM-A, Enter Bills of Material, for specific instructions on entering bills of material.

Defining Options within Features

Before entering option bills of material to define specific features, you must have features (O type items) already created in inventory.  Enter the O type feature as the Parent Product.  For option bills only a special Option Settings button is available.  After clicking on this button you are asked the following five questions.  Defaults for these prompts can be set up in SD-L  Features and Options Defaults.

Manufactured or Kit type [M/K]?

If the option selected is to be passed over to a work order bill of materials, enter type M.  If the option is to remain only as a sales order line item, enter type K.

Include in cost rollup?

If you enter Y, the standard cost of this component will be included in the cost rollup of the parent product as performed via BM-G  Print/Rollup Standard Costs.  Generally, only one component within an option bill will be included in the cost rollup; if all components were included the parent product's cost would be overstated.

Use std customer pricing?

If you enter Y, the sales order entry program will use whatever pricing to which the customer is assigned to price this option.  This could be a price from the customer's price code, a contract price, or if no price code is assigned, the option¡¦s base price from the inventory file.  If you enter N, you can enter a price or a percentage for the option in the second field following, which will then apply equally to all customers without regard to price lists or contract prices.  If the option does not carry a price, enter an N and leave the Option Price field blank.

The price used will be multiplied by the Quantity Per for this component defined in the option bill, which will be multiplied by the order quantity of each parent product up through all levels of the option structure.

Percentage pricing

Enter Y if you want the price for this option to be a percentage add-on to the parent product's price.  If not, enter an N.

Option price/percent

This is a specific price for this option that will apply to all customers, regardless of price list or contract price.  This price is feature specific, meaning the same option could have a different price within a different feature.  This price will be multiplied by the Quantity Per for this component defined in the option bill, which will be multiplied by the order quantity of each parent product up through all levels of the option structure.

If you had entered Y to Percentage pricing? this field is the actual percentage. If the option selected were to boost the parent product's price by 10%, you would enter 10.0000 in this field.

Add price to parent?

Enter Y if this option's price or percentage is to be added to the price of the parent product.  Enter N if this option¡¦s price or percentage is to be itemized as a separate charge on the sales order.

Defining Features within Parent Products

Wherever a finished good or subassembly parent product has optional components in its bill of material, enter the appropriate Feature (O type item) that represents that set of options as a bill of material component.  Whenever a feature is entered in a bill of material, you are given the option of clicking on a Features Settings button, after which you can answer the following questions.

Click on Mandatory Feature if you require selection of an Option within this feature during sales order entry.  If the feature is not required and is up to the order entry operator's discretion whether to make a selection from it or not, select Feature not required.

Next you can indicate whether multiple Options can be selected.  If you select this capability, then the user can choose more than one of the available choices.