FO-G Configure item (Evo-ERP)

Purpose of Program

Use this program to define the configuration of a specific item with specific options selected from an assembly defined with Features and Options choices.  Once the configuration has been defined, the item can be converted to Sales Order, Work Order, Sales Quotation, Vendor RFQ, Purchase Order or copied to a new configuration which can then be modified.

Configuring an item (Evo-ERP with Java enabled)

Click the Add New button (plus sign on the green circle on the top toolbar) to start a new configuration.  Enter the top assembly item number.  Then enter a Description of this particular configuration, and as applicable the customer, vendor, and RFQ number.  Leave the Status field blank.  Then click the Options button in the lower left and you will get a message BOM Template copied.  The program has now copied the complete Bill of Materials for this assembly for all levels to a template file to be used for the configuration selection.

Click Options and you will be taken to a tree view of the options in the BOM.  You can traverse the tree making the desired selections by clicking the appropriate checkbox.  Options on the top include Display Options (opening view by default), Display All which includes the entire BOM, Display Selections which only shows the selected items and Display Open Options which displays those entries yet to be selected.  The Reset button clears all choices so you can start over.

At any time, you can click Save and Exit so you can partially configure an item and come back later and finish it.  The exception to this is when this configurator has been called by SO-A  Enter Sales Orders in which case the Save and Exit button will not be enabled until all selections have been made.

Configuring an item (Evo-ERP without Java enabled)

Click the Add New button (plus sign on the green circle on the top toolbar) to start a new configuration.  Enter the top assembly item number.  Then enter a Description of this particular configuration, and as applicable the customer, vendor, and RFQ number.  Leave the Status field blank.  Then click the Options button in the lower left and you will get a message BOM Template copied.  The program has now copied the complete Bill of Materials for this assembly for all levels to a template file to be used for the configuration selection.

Click Options and you will be taken to the highest level of subassembly in the BOM that has Type O components and presented with a list of those components or decision points.  All will be pre-selected with a check mark.  Highlight each in turn and click the Go button in the upper right and you will be taken to the list of actual components to choose.  Again, all will be pre-selected.  You can deselect the choices you do not want by double clicking the check mark or, in the case of a long list, deselect the one you do want and click the Invert Selection button on the bottom.  Once you have made the desired selection(s), click Go again and you will proceed down into the BOM if there are any further choices to be made at lower subassembly levels, or go back up to the top level to make the next choice.

When all choices have been made, you will be presented with a window stating "Options have been completed"   Click OK and now there will be a convert button on the bottom of the screen.

Converting a Configured Item

Click the Convert button and you can select convert to Sales Quote, Sales Order, Work Order, Vendor RFQ or Purchase Order.  A future release will also have the ability to convert to a permanent part number so if a specific configuration is popular, it can become a firm part number without Feature and Option choices.  Select one or more conversion types and click Go.  If you click more than one type, it will process them sequentially.

If the status of a configuration on the opening list is "Completed" meaning all the selection has been done or "Cvt to" meaning it has previously been converted, if you double click on it, the Convert button will be available.  If the option selection has not been completed, the Convert button will not be available.

Converting to Sales Quote or Sales Order

If you convert to a Sales Quote or Sales Order, you will be prompted for a Quantity, Warehouse Location, Customer Code and ship date.  Complete this information and click Go and you will be prompted whether to create a new order/quote or add lines to an existing one.  If you choose to add to an existing order, you will be presented a list of Sales Orders for that customer that you can add these lines to.  You will then be presented with a list of the line items that will be passed to the order which can be edited as to price, description and quantity.  Once the lines are as desired, click exit and you will be prompted to generate the order/quote or save the choices for later.

Converting to a Work Order

If you convert to a work order, you will be prompted for Quantity, Warehouse Location, Customer and Due Date.   Click Go and the program will create work orders for the appropriate quantities of all levels of subassemblies with the appropriate selections of the features and Options.

Converting to Vendor RFQ or Purchase Order

If you convert to an RFQ or Purchase Order, you will be prompted for a Quantity, Warehouse Location, Vendor Code and due date .  Complete this information and click Go and you will be prompted whether to create a new order/RFQ or add lines to an existing one.  If you choose to add to an existing order, you will be presented a list of Purchase Orders for that vendor that you can add these lines to.  You will then be presented with a list of the line items that will be passed to the order which can be edited as to price, description and quantity.  Once the lines are as desired, click exit and you will be prompted to generate the order/quote or save the choices for later.