New features added, version 7.5.1, 7.5.2, 7.5.4, 8.4
Program MOCF, Modular Bill Configuration, is used to configure a model item. Program MOCF, Modular Bill Configuration, is run from the [Configure] button in program OEOE, Sales Order Entry Maintenance, program OQEM, Sales Order Quotation Entry/Maintenance, and program ARIE, One Step Invoice Entry.
Kits that are sold cannot be configured. Only model items can be configured.
Once the model item has been selected in one of these programs, and the desired quantity of the item has been entered, press the [Configure] button to enter the details of the model item.
Purchasing Model Components for Model Work Orders
Model String Configuration, Model Codes, and Named Properties
Effects of MOTM Configuration Changes on In Process Configurations
Fixed Quantity for Modular Components
On Hand Quantities for Component Items
Unit Price Calculation using the List Price Rounding Feature
Vendor/Buyer Requirements for Modular Components
Entering a Model Item Configuration
Maintaining Existing Component Items
Adding an Existing Item as a Component Item
Adding a New Item as a Component Item
Adding a New Model Item as a Component Item
Maintaining Model Item Routings
If a change has been made in program MOTM, Modular Bill Maintenance, to an item that has been configured, and after the change, the [Configure] button is pressed for that item in program OEOE, Sales Order Entry Maintenance, or program OQEM, Sales Order Quotation Entry/Maintenance, the program will return the following prompt:
* A newer release for this model ECL is available for this model. Do you wish to migrate configuration to the new ECL release?
* If you wish to update the configuration to the current release number from program MOTM, Modular Bill Maintenance, press the [Upgrade to Current Version] button. Make any necessary changes to the configuration for the new release.
* If you do not wish to update the configuration, press the [Keep existing model] button.
When a model is configured, it is given a release number. This release number is associated with the model.
* When the model is configured in program MOCF, Modular Bill Configuration, the program checks to see if the release number has been used before. If it has not been used before, the program generates a new release configuration for the model item.
* Release numbers are generated through program SPAN, Auto Number Control.
* Release numbers that are not for the most current release are displayed in red
Model releases cannot be maintained. If an error results, you have two choices. You can maintain the resulting work order, or you can fix the error in program MOTM, Modular Bill Maintenance, delete the order line, and enter the item on a new order line.
The configuration for a model item must be valid before a work order can be generated for the item and before the item can be shipped.
* The program automatically checks the validity of the configuration whenever a change is made. However, validation messages are only displayed at certain times, according to the Validation pop-list.
* You can validate the configuration at any time with the [Validate Config] 
button.
* Validity is governed by the attributes and by the minimum and maximum list items for prompts.
The Validation pop-list determines when the validation is checked and validation messages are shown.
* If the validation is set to Immediate, validation will occur when changes are made to the quantities, and when the configuration is committed.
* If the validation is set to Deferred, validation will only occur when the configuration is committed.
Attributes are set up by item for the modular item in program MOTM, Modular Bill Maintenance. They are displayed automatically in the lower right section of the screen. If the Attributes are not displayed, and you wish to view them, set the View pop-list to Attributes or press the [Attribute Totals View]
button.
Attributes describe the features of a model item and its components. These features are used in the construction of the model.
There are two kinds of attributes set up in program MOTM, Modular Bill Maintenance, provided attributes and consumed attributes. A model or its components can have any combination of attributes.
The attributes that are used in the construction of the model item are displayed in the Attributes block.
* The quantity of a provided attribute for the model item is displayed in the Qty Present field in the Attributes block.
* The quantity of a consumed attribute for a model item is displayed in the Qty Needed field in the Attributes block.
The needed quantity of an attribute and the present quantity of an attribute should be equal. This is enforced according to the enforcement value assigned to the attribute in program MOTM, Modular Bill Maintenance.
* If the enforcement is set to Mandatory for the attribute, the quantities must be equal or the configuration will not be valid.
* If the enforcement is set to Warning for the attribute, a warning will be displayed, but the validity of the configuration of the item is not affected.
Needed attributes that have no provided attribute are displayed in red. You can view an explanation for the attribute by pressing the [Explain] button.
To view the model components that use an attribute, highlight the desired attribute, and press the [Where-Used] button. On the where used screen, if you select a component and press the [Surf to Tree] button, the program will find and display the selected component in the model configuration tree.
Model components can be set up with fixed quantities. Modular bill fixed quantities are based on work orders created from sales order lines.
* For example, if you entered a sales order line with a quantity ordered of 13, and one of the components was a fixed quantity component with the quantity of 1, when the work order was created only 1 of that component will be used for all 13 of the models. If the item is a serial controlled item and you select one work order per serial item, one of the item will be used in each of the 13 work orders created for the order.
If a fixed quantity is applied to a component with components, such as a model, that fixed quantity will be extended to its components.
Caution: You should be extremely cautious when assigning attributes to fixed quantity components. Fixed quantity components are based on the sales order line quantity while attributes are based on each model by itself. Assigning attributes to fixed quantity components could cause unexpected results.
The on hand quantity displayed for component item is determined by the Available To Promise Method pop-list in program SPMM, System Parameters/Default Maintenance.
* If the pop-list is set to Projected on Hand, the program will calculate the projected on hand quantity for the line item due date.
* If the pop-list is set to Current on Hand, the displayed on hand quantity is the current on hand quantity for the line item.
The List Price Rounding feature allows the list price to be rounded to a certain value to determine the unit price during sales order entry. The list price is first calculated using the price matrix, and then that price is rounded using the entered Rounding Method and Round to Nearest value. The unit price calculated from the entered Base List Price, Rounding Method, and Round to Nearest value is displayed in this program.
* This means that after the list price is calculated according to the rules of the price matrix, it will be rounded to obtain the unit price. For example, if the list price is a contract price, the contract price will be rounded according to the rules entered program ICSM, Inventory Sales Data Maintenance.
* For more information on the pricing matrix, see the Pricing section.
* For more information on rounding, see the List Price Rounding section.
This program can be set up to require that the vendor and buyer are entered for purchased modular components. The vendor and buyer will always default from the item planning record for the component items.
The OE_REQ_VENDOR_BUYER parameter in program MURM, Initialization Parameter Maintenance, must be set to YES for the vendor and buyer to be required.
When the Show Non-Maintain Onhand Components flag is set to on in program POPM, PO / Receiving Parameter Maintenance, the vendor and buyer is required to be entered for non-maintain on hand component items before the configuration can be saved. If no default exists in item planning for the component item, the user must enter them manually for the component.
When the Show Maintain Onhand Components flag is set to on in program POPM, PO / Receiving Parameter Maintenance, the vendor and buyer is required to be entered for maintain on hand component items before the configuration can be saved. If no default exists in item planning for the component item, the user must enter them manually for the component.
If both flags are set to off in program POPM, PO / Receiving Parameter Maintenance, the vendor and buyer will not be required for purchase modular components.
This program is a modified version of the Navigator screen used in program MOTM, Modular Bill Maintenance, program BMTM, Multilevel BOM Maintenance, and program GLTM, Account Maintenance. There are three ways to view the information in this program, the tree view, the working view, the inventory availability view, and the flat bill of maintenance.
* The tree view is the view in which the program opens. The tree view is an indented view structure indicating the levels of the prompts, kits, and inventory items that are a part of the model item. You can maintain the configuration in this screen.
* The working view expands all prompts and models for which a selection must be made. This is based on the maximum and minimum list items for the prompts... You can maintain the configuration in this screen.
* The flat bill of maintenance shows only the inventory items selected for the configured model item. Nothing can be maintained in this view.
The lower right section of the screen can display the flat bill of materials, attribute totals, routing summary, inventory availability, or pricing.
* The View pop-list can be set to the following settings:
* Bill of Materials: Set the pop-list to this selection to view the bill of materials for the model item. If the selected component items are displayed in the flat bill of material on the main tree screen, this setting will display the indented tree view in the lower right section of the screen. If the indented tree view is displayed on the main tree screen, this setting will display the selected items in a flat bill of material in the lower right section of the screen.
* Attribute Totals: Set the pop-list to this selection to view the attributes provided by and consumed by this model and its components.
* Routing Summary: Set the pop-list to this selection to view the routing summary for the model item. Routings are entered for models when models are set up in program MOTM, Modular Bill Maintenance, and can be configured in this program if the Use Configurable Routings flag is set to on in program MOPM, Modular Parameter Maintenance.
* Inventory Availability: Set the pop-list to this selection to view the available inventory for model component items. Press the [Selected Components] button to view inventory availability for only selected component items in the configuration. Press the [All Components] button to view inventory availability for all components assigned to this model item. The quantity available is calculated according to the Available To Promise Method pop-list in program SPMM, System Parameters/Default Maintenance. If the on hand quantity is negative, the number will be displayed in red.
* Pricing: Set the pop-list to this selection to view the pricing and cost calculations for the configurable item. If you add or modify existing components, you must press the [Refresh View] button to display the information for the newly added or modified items.
* You can also change the view using the [Attribute Totals View] button, the [Alternate BOM View] 
button, the [Current Routing View] 
button, and the [Inventory Availability] 
button.
* The default view when entering the program is determined by the MOCF_DEF_VIEW parameter in program MURM, Initialization Parameter Maintenance.
You can search through the model tree for items using the search string field in the upper part of the screen. Enter the desired text and press either the [Search Forward] 
button or the [Search Backward] 
button.
Items displayed in the tree are different colors to indicate the type of item.
* Green items are model type items.
* Purple items are prompt type items.
* Brown items are kit type items.
* Blue items are inventory items.
* Red items are items that are causing the configuration to be invalid. To find out why the item is red, press the [Validate Config] button and messages will be displayed.
1. The program will open and display an alert box stating that it is creating a new configuration and release for the model item.
* When the Pruned flag is set to on, the model has had self-pruning model codes assigned to it, and so will not have all of the selections available for the model as set up in program MOTM, Modular Bill Maintenance. For more information, see the Model Self-Pruning section.
2. In the upper right of the screen, set the Validation pop-list to the desired setting. The choices are Immediate and Deferred. For more information on validation, see the Validity section.
* If the validation is set to Immediate, validation will occur when changes are made to the quantities, and when the configuration is committed.
* If the validation is set to Deferred, validation will only occur when the configuration is committed.
3. In the Navigator section of the screen, expand the prompt for which you wish to select component items.
4. Use the selection checkboxes to select and deselect items to use in the configuration of the model item. The selection checkboxes can be modified by clicking on them with the left mouse button. Because prompts can have models, kits, and inventory items assigned to them, you may have to expand other items to make selections.
* When a component is selected, the qty per field is set to the minimum quantity per for the component from program MOTM, Modular Bill Maintenance.
* When a component is deselected, the qty per field is set to zero, and any components of the component item are also deselected.
* When a kit item is selected, all of its components will also be selected.
* When the parent item of a prompt item is selected, the prompt is selected automatically.
* While a model or kit is selected, the model's or kit's immediate components cannot be deselected.
* Components of items that have not been selected cannot be selected or maintained.
* When a component item is selected, the configuration is automatically validated, and quantities are recalculated, but no validation messages are displayed.
* Kits assigned to models are treated as models without choices for processing purposes in sales order entry.
5. If an item is selected for which a quantity per of greater than 1 can be entered, the Edit screen will be displayed.
* Enter the desired quantity per assembly for this component item. For information on modifying the other information on this screen, see the Maintaining Existing Component Items section.
* If the item is a fixed quantity component, the quantity per for the item is the quantity per for the entire quantity ordered for the work order created from the sales order line in the sales order entry program.
* For example, if you entered a sales order line with a quantity ordered of 13, and one of the components was a fixed quantity component with the quantity of 1, when the work order was created only 1 of that component will be used for all 13 of the models.
* If the item is a serial controlled item and you select one work order per serial item, one of the item will be used in each of the 13 work orders created for the order.
6. You can modify other selected items' quantities per assembly and list prices as well, if desired. For more information on modifying component items, see the Maintaining Existing Component Items section.
7. Repeat steps 3 to 6 until all attribute requirements are filled and all desired items are selected for the configuration. For more information on attributes, see the Attributes section.
8. You can add an item to the model configuration using the [Create] 
button. For more information, see the Adding a Component Item to a Configuration section.
* If a model item or a kit is a component of the model item that you are configuring, you can add components to the component model item or kit.
9. You can change the information viewed in the lower right section of the screen.
* To view the bill of material in the lower right hand section of the screen, set the View pop-list to Bill of Materials, or press the [Alternate BOM View] button.
* When the View pop-list is set to Bill of Materials, and the [Flat BOM] 
button is pressed, the selected items will be displayed in the main navigation screen, while the indented tree view will be displayed in the lower right section of the screen. When the [Tree View] 
button is pressed, the selected items will be displayed in the lower right section of the screen, while the indented tree view will be displayed in the main navigation screen.
* To view the attributes in the lower right hand section of the screen, set the View field to Attribute Totals, or press the [Attributes Totals View] button.
* The attributes provided and consumed by the model item and its components are displayed.
* To view the model routing in the lower right hand section of the screen, set the View field to Routing Summary, or press the [Current Routing Summary] button.
* Routings are entered for models when models are set up in program MOTM, Modular Bill Maintenance, and can be configured in this program if the Use Configurable Routings flag is set to on in program MOPM, Modular Parameter Maintenance.
* To view the inventory available for component items in the lower right hand section of the screen, set the View pop-list to Inventory Availability, or press the [Inventory Availability] button.
* The quantity available is calculated according to the Available To Promise Method pop-list in program SPMM, System Parameters/Default Maintenance. If the on hand quantity is negative, the number will be displayed in red.
* To view the pricing calculation for the top-level model item in the lower right hand section of the screen, set the View pop-list to Pricing.
* If you add or modify existing components, you must press the [Refresh View] button to display the information for the newly added or modified items.
10. Verify the validity of the configuration. You can do this by committing the configuration, or by pressing the [Validate Config] button.
* There are two reasons the configuration might not be valid, the attributes and the minimum and maximum list items for prompts. The program will display an alert box stating what is causing the configuration not to be valid.
* If an attribute name is red in the lower left of the screen, the attribute has not been met. You can check this in the Qty Present and Qty Needed field in the lower left of the screen. Attribute explanations can be viewed with the [Explain] button. Attributes assigned to items can be viewed by highlighting the item and pressing the [Attributes] 
button.
* If a prompt is red in the navigation screen, the requirements for the prompt have not bee met. Either the minimum list item number has not been reached, or the maximum list item amount has been exceeded. You can check this by selecting the prompt item and pressing the [Modify] 
button and comparing the information to the number of items selected for the prompt.
11. If the configuration is valid, you can commit and return to program OEOE, Sales Order Entry Maintenance.
12. There are buttons to the right of the screen that can be used in the configuration of the model item.
* The [Save] button 
is used to save the configuration.
* The [Modify] button is used to enter quantities for the item that are selected for the configuration of the model item. You cannot enter a quantity that is more than the max qty per or the max list items, and you cannot enter a quantity that is less than the min qty per or the min list items.
* The [Jump Up] 
and [Jump Down] 
buttons are used to move page by page through the Navigator. Use the jump up button to move up one page, and use the jump down button to jump down one page.
* The [Expand] 
button is used to expand the modular bill by one level for the selected item or prompt.
* The [Expand All] 
button is used to expand the entire tree.
* The [Collapse] 
button is used to collapse the tree below the selected item or prompt so that only the selected item or prompt is displayed.
* The [Collapse All] 
button is used to collapse the entire tree. This will collapse all items and prompts so that only the item or prompt that was selected in the Model Selector screen is displayed.
* The [Flat BOM] button is used to display the flat bill of material maintenance view for the model item. The flat bill of maintenance shows only the inventory items selected for the configured model item.
* If the View pop-list is set to Bill of Materials, and this button is pressed, the flat bill of material will be displayed in the main navigation screen, and the tree structure will be displayed in the lower right hand section of the screen.
* The [Tree View] button displays an indented view structure indicating the levels of the prompts, kits, and inventory items that are a part of the model item.
* If the View pop-list is set to Bill of Materials, and this button is pressed, the tree structure will be displayed in the main navigation screen and the flat bill of material will be displayed in the lower right section of the screen.
* The [Alternate BOM View] button is used to display the flat bill of maintenance in the lower right section of the screen.
* The [Attributes Totals View] button is used to display the attributes in the lower right section of the screen.
* If you select a specific attribute by highlighting it, and then press the [Where-Used] button, the program will display all components in this model that are assigned the selected attribute.
* If you select a component on the Where-Used screen and press the [Surf to Tree] button, the program will find and display the selected component in the model configuration tree.
* The [Inventory Availability] button is used to display the quantity available for component items for this model in the lower right section of the screen.
* The [Current Routing Summary] button is used to display the routing for the model item.
* The [Working View] 
button is used to display the working view for the selected item. The working view expands all prompts and models for which a selection must be made. This is based on the maximum and minimum list items for the prompts. You can maintain the configuration in this screen.
* The [Validate Config] button is used to validate the current configuration of the model item. The configuration will be validated and any validation messages will be displayed.
* The [Calculate Unit Price] 
button is used to calculate the unit price of the item.
* The [Comments] 
button is used to enter comments for the modular bill.
* The [Component Item Pricing] 
button is used to display the pricing of the selected component item.
* The [Attributes] button is used to display the provided and consumed attributes for an item.
* The [Hide Hidden Components] button is used to display or hide the components for which the Configurator Display flag is set to off in program MOTM, Modular Bill Maintenance.
* When this button is pressed 
, the program hides the components that are to be included on the work order, but not displayed during sales order entry.
* When this button is pressed 
, the program displays the components that are to be included in the work order, but not displayed in sales order entry.
1. Highlight the component item to which you wish to make changes.
2. Press the [Modify] button.
3. You can change the quantity per assembly, if desired.
* The quantity entered cannot be more than the max quantity per and cannot be less than the minimum quantity per.
* The quantity per assembly for prompts and parent items is the number by which the quantity per assembly for the prompt's and parent item's selected component items will be multiplied.
* If the component item has the fixed quantity flag set to on, the quantity per assembly is actually the quantity per the quantity ordered on the work order created for the sales order line in the sales order entry program.
* For example, if the quantity ordered was 20, and the quantity for the fixed component was 2, only 2 of the component would be used for the entire work order quantity of 20. If the item is a serial item and you select one work order per serial item, the fixed quantity of 2 will be used on all 20 work orders created.
* If the item is a serial controlled item and you select one work order per serial item, one of the item will be used in each of the 13 work orders created for the order.
* If you double click in this field, the Composite Value window is opened for entry of the quantity in feet, inches, and 16ths of an inch. The decimal value field displays the decimal equivalent of the combined values entered in the fields. This decimal value is then returned to the Qty per Assy field.
4. You can change the list price or unit price, if desired. To change the prices, set the Price Override flag to on and make the desired changes.
* The unit price is rounded according to the rounding parameters entered for the item in program ICSM, Inventory Sales Data Maintenance.
* The override flag default setting is determined by the Manual Price Entry flag in program ICSM, Inventory Sales Data Maintenance, for each item.
* If the override flag is set to on by default, setting the flag to off will populate the list price automatically.
5. The cost in the Unit Cost field may be able to be maintained or overridden for items other than non-stocked items. If the cost can be overridden, set the Override Cost flag to on and enter the desired cost in the Unit Cost field.
* See the Cost for Customer Orders section for rules.
6. In the Vendor field, the preferred vendor from the component's item planning record is entered by default, but can be changed. If this is a purchased component and the vendor is required to be entered, but no vendor has been entered, one must be entered before the configuration can be saved.
7. In the Buyer field, the buyer from the component's item planning record is entered by default, but can be changed. If this is a purchased component and the buyer is required to be entered, but no buyer has been entered, one must be entered before the configuration can be saved.
8. If the component item will backflush on work orders for this parent item, set the Backflush flag to on. If the component item needs to be manually issued, set the Backflush flag to off.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
9. If this item is to be printed on the sales order acknowledgement, set the Print on Acknowledgment flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
10. If this item is to be printed on the pick list for the sales order, set the Print on Pick List flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
11. If this item is to be printed on the packing list for the sales order, set the Print on Packing list flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
12. If this item is to be printed on the invoice for the sales order, set the Print on Invoice flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
13. If the item is to be included in sales analysis, set the Include in Sales Analysis flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
14. If this item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project class that will be used on the project.
* Inventory Items can be assigned any project class with a project line type other than Sub-Tier Project.
* Kit and Model Items can be assigned only project classes with the project line type of Sub tier Project.
* Prompts cannot be assigned a project class.
15. If the item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project group that will be used for the project line.
16. Press [Commit] or press the [Apply] button.
17. From this screen, you can view the unit conversions for the item, the pricing information, the available to promise information, the buy/sell information, and the stock status.
18. Press the [Reservations] button to view the current reservations for this controlled item.
New features added, version 7.5.1
1. Highlight the model item to which you wish to add a component item.
* If a model item is a component of the parent model item that is being configured, you can add components to the component model item. Simply highlight the component model item.
2. Press the [Create] button.
3. Set the pop-list to the Existing Item.
4. Enter the item number that you wish to add.
* This can be a model item or an inventory item.
* Any routing attached to an added model item will also be added to the routing of the top-level parent item.
* The list of values in this field is defined in program UTLV, LOV Configuration, for the MOCF_ADD list of values ID. If the list of values ID does not exist, then the standard list of values is used.
5. Enter the quantity to be used per model item.
* If you double click in this field, the Composite Value window is opened for entry of the quantity in feet, inches, and 16ths of an inch. The decimal value field displays the decimal equivalent of the combined values entered in the fields. This decimal value is then returned to the Qty per Assy field.
6. If the quantity for this item is a fixed quantity, set the fixed quantity flag to on.
* The fixed quantities are based on work orders created from sales order lines.
* For example, if you entered a sales order line with a quantity ordered of 13, and one of the components was a fixed quantity component with the quantity of 1, when the work order was created only 1 of that component will be used for all 13 of the models.
* If the item is a serial controlled item and you select one work order per serial item, one of the item will be used in each of the 13 work orders created for the order.
7. You can change the list price or unit price, if desired. To change the prices, set the Price Override flag to on and make the desired changes.
* The unit price is rounded according to the rounding parameters entered for the item in program ICSM, Inventory Sales Data Maintenance.
* The override flag default setting is determined by the Manual Price Entry flag in program ICSM, Inventory Sales Data Maintenance, for each item.
* If the override flag is set to on by default, setting the flag to off will populate the list price automatically.
8. The cost in the Unit Cost field may be able to be maintained or overridden for items other than non-stocked items. If the cost can be overridden, set the Override Cost flag to on and enter the desired cost in the Unit Cost field.
* See the Cost for Customer Orders section for rules.
9. In the Vendor field, the preferred vendor from the component's item planning record is entered by default, but can be changed. If this is a purchased component and the vendor is required to be entered, but no vendor has been entered, one must be entered before the configuration can be saved.
10. In the Buyer field, the buyer from the component's item planning record is entered by default, but can be changed. If this is a purchased component and the buyer is required to be entered, but no buyer has been entered, one must be entered before the configuration can be saved.
11. If the component item will backflush on work orders for this parent item, set the Backflush flag to on. If the component item needs to be manually issued, set the Backflush flag to off.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
12. If this item is to be printed on the sales order acknowledgement, set the Print on Acknowledgment flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
13. If this item is to be printed on the pick list for the sales order, set the Print on Pick List flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
14. If this item is to be printed on the packing list for the sales order, set the Print on Packing list flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
15. If this item is to be printed on the invoice for the sales order, set the Print on Invoice flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
16. If the item is to be included in sales analysis, set the Include in Sales Analysis flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
17. If this item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project class that will be used on the project.
* Inventory Items can be assigned any project class with a project line type other than Sub-Tier Project.
* Kit and Model Items can be assigned only project classes with the project line type of Sub tier Project.
* Prompts cannot be assigned a project class.
18. If the item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project group that will be used for the project line.
19. Press [Commit] or press the [Apply] button.
20. From this screen, you can view the unit conversions for the item, the pricing information, the available to promise information, the buy/sell information, and the stock status.
21. Press the [Reservations] button to view the current reservations for this controlled item.
22. You can only delete items from the configuration that have been manually added to the configuration in this program. Items added in program MOTM, Modular Bill Maintenance, cannot be deleted from the configuration.
23. Items added to a configuration in program MOCF, Modular Bill Configuration, are displayed with a background color.
New features added, version 7.5.1
In order for a new item to be created in this program, an item must be setup in program ICMM, Inventory Master Maintenance, with the item number 'TEMPLATE'. The item should be set up with the Inactive flag set to on. When new items are created in this program, the TEMPLATE item will be used as the base and will be created with all of the same settings, except the Active flag and the Discontinue flag will be set to on.
1. Highlight the model item to which you wish to add a component item.
* If a model item is a component of the parent model item that is being configured, you can add components to the component model item. Simply highlight the component model item.
2. Press the [Create] button.
3. Set the pop-list to the New Item.
4. In the Item No field, enter the new item number. When you finish entering the new item, all information will be written to an item master record for the new item.
5. In the Descr field, enter the item description.
6. In the POS Desc 1 field, enter the point of sale descriptions for the item.
7. In the POS Desc 2 field, enter the active engineering change level for the item.
8. In the ECL field, enter the engineering change level (ECL) for the item.
9. In the Stock U/M field, enter the stock unit of measure for the item.
10. Set the Control pop-list to the desired setting. The choices are None, Lot, and Serial.
* Lot controlled items must have a control number for a defined number of units.
* Serial controlled items must have a serial number for each item.
* Lot and Serial numbers are defined in program ITCM, Item Control Number Maintenance, with specific details about the lot.
* The default control type is set up in program SPMM, System Parameters/Default Maintenance.
11. Set the Category to Inventory
12. In the Qty Per Assy field, enter the quantity to be used per model item.
* If you double click in this field, the Composite Value window is opened for entry of the quantity in feet, inches, and 16ths of an inch. The decimal value field displays the decimal equivalent of the combined values entered in the fields. This decimal value is then returned to the Qty per Assy field.
13. If the quantity for this item is a fixed quantity, set the Fixed Qty flag to on.
* The fixed quantities are based on work orders created from sales order lines.
* For example, if you entered a sales order line with a quantity ordered of 13, and one of the components was a fixed quantity component with the quantity of 1, when the work order was created only 1 of that component will be used for all 13 of the models.
* If the item is a serial controlled item and you select one work order per serial item, one of the item will be used in each of the 13 work orders created for the order.
14. If the list price and unit price that you will be entering are different, set the Price Override flag to on.
15. In the List Price field, enter the list price for the item. This will be written to program ICSM, Inventory Sales Data Maintenance, when the item is committed.
16. In the Unit Price field, enter the unit price for the item, if it differs from the list price, and the Price Override flag is set to on.
17. In the Unit Cost field, enter the unit cost for the item in the Unit Cost field. This will be written to program ICCM, Inventory Cost Data Maintenance, when the item is committed.
18. In the Buyer field, enter the buyer for this component item, if the item is a purchased item. If this is a purchased component and the buyer is required to be entered, but no buyer has been entered, one must be entered before the configuration can be saved.
19. In the Vendor field, enter the vendor for this component item, if the item is a purchase item. If this is a purchased component and the vendor is required to be entered, but no vendor has been entered, one must be entered before the configuration can be saved.
20. If this item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project class that will be used on the project.
* Inventory Items can be assigned any project class with a project line type other than Sub-Tier Project.
* Kit and Model Items can be assigned only project classes with the project line type of Sub tier Project.
* Prompts cannot be assigned a project class.
21. If the item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project group that will be used for the project line.
22. If the component item will backflush on work orders for this parent item, set the Backflush flag to on. If the component item needs to be manually issued, set the Backflush flag to off.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
23. If this item is to be printed on the sales order acknowledgement, set the Print on Acknowledgment flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
24. If this item is to be printed on the pick list for the sales order, set the Print on Pick List flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
25. If this item is to be printed on the packing list for the sales order, set the Print on Packing list flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
26. If this item is to be printed on the invoice for the sales order, set the Print on Invoice flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
27. If the item is to be included in sales analysis, set the Include in Sales Analysis flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
28. Set the Maintain on Hand flag to the desired setting for the new item. If the item quantities are maintained as on hand inventory by the system, set this flag to on. If item quantities are not maintained as on hand inventory by the system, set this flag to off.
29. Press [Commit] or press the [Apply] button.
New features added, version 7.5.1
1. Highlight the model item to which you wish to add a component item.
* If a model item is a component of the parent model item that is being configured, you can add components to the component model item. Simply highlight the component model item.
2. Press the [Create] button.
3. Set the pop-list to the New Model.
4. Enter the new item number. When you finish entering the new item, all information will be written to an item master record for the new item.
5. Enter the item description.
6. Enter the point of sale descriptions for the item.
7. Enter the active engineering change level for the item.
8. Enter the stock unit of measure for the item.
9. Set the Control Type pop-list to the desired setting. The choices are None, Lot, and Serial.
* For model items, you should choose Serial or None.
* Serial controlled items must have a serial number for each item.
* Serial numbers are defined in program ITCM, Item Control Number Maintenance, with specific details about the lot.
* The default control type is set up in program SPMM, System Parameters/Default Maintenance.
10. Set the Category to Model.
11. Enter the quantity to be used per model item.
* If you double click in this field, the Composite Value window is opened for entry of the quantity in feet, inches, and 16ths of an inch. The decimal value field displays the decimal equivalent of the combined values entered in the fields. This decimal value is then returned to the Qty per Assy field.
12. If the quantity for this item is a fixed quantity, set the fixed quantity flag to on.
* The fixed quantities are based on work orders created from sales order lines.
* For example, if you entered a sales order line with a quantity ordered of 13, and one of the components was a fixed quantity component with the quantity of 1, when the work order was created only 1 of that component will be used for all 13 of the models.
* If the item is a serial controlled item and you select one work order per serial item, one of the item will be used in each of the 13 work orders created for the order.
13. Set the unlabeled Price Method pop-list to the desired setting.
* Y - Model Pricing: The item will be priced the same for all model configurations. The list price is entered in the List Price field.
* N - Detail Pricing: The item will be priced according to the prices of the model's component items.
* P - Property Pricing: The item will be priced according to the named properties assigned to the item. For more information, see the Property Based Model Pricing section.
14. If the list price and unit price that you will be entering are different, and the item is model priced, set the Price Override flag to on.
15. Enter the list price for the item in the List Price field. This will be written to program ICSM, Inventory Sales Data Maintenance, when the item is committed.
16. Enter the unit price for the item in the Unit Price field, if it differs from the list price, and the Override flag is set to on.
17. Enter the unit cost for the item in the Unit Cost field. This will be written to program ICCM, Inventory Cost Data Maintenance, when the item is committed.
18. Set the Sub Tier Proj flag to the desired setting, if the item and configuration will be converted to a project.
* This flag indicates how the model will be converted to a project using program PMSM, Convert Order/Quote to Project.
* For model items with the Sub Tier Project flag set to off, the model item itself will not be included on the project. For these models, a project line will be created for each selected component item and for each routing step.
* For model items with the Sub Tier Project flag set to on, the model item will be included on the project. However, a sub project will be created for the project and linked to the master project that was created for the sales order. This sub project will include a project line for each selected component item and for each routing step.
19. If this item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project class that will be used on the project.
* Inventory Items can be assigned any project class with a project line type other than Sub-Tier Project.
* Kit and Model Items can be assigned only project classes with the project line type of Sub tier Project.
* Prompts cannot be assigned a project class.
20. If the item and configuration will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project group that will be used for the project line.
21. If the component item will backflush on work orders for this parent item, set the Backflush flag to on. If the component item needs to be manually issued, set the Backflush flag to off.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
22. If this item is to be printed on the sales order acknowledgement, set the Print on Acknowledgment flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
23. If this item is to be printed on the pick list for the sales order, set the Print on Pick List flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
24. If this item is to be printed on the packing list for the sales order, set the Print on Packing list flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
25. If this item is to be printed on the invoice for the sales order, set the Print on Invoice flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
26. If the item is to be included in sales analysis, set the Include in Sales Analysis flag to on.
* The setting of this flag defaults from program MOTM, Modular Bill Maintenance.
27. Press [Commit] or press the [Apply] button.
Maintaining routings for model component items is dependent upon two settings in program MOPM, Modular Parameter Maintenance: the Use Configurable Routings flag and the “Should Routings be maintained in Simplified or Full display” pop-list.
* If the Use Configurable Routings flag is set to on in program MOPM, Modular Parameter Maintenance, the routing for the model item can be maintained here for each order line.
* The routing display that you receive depends upon the “Should Routings be maintained in Simplified or Full display” pop-list setting.
* Simplified Routing allows you to enter a routing in a simplified format in program MOCF, Modular Bill Configuration. The simplified version is specifically designed for routings on model items that will be converted from the sales order to a project using program PMSM, Convert Order/Quote to Project. The information requested on the simplified routing is only the information required for the conversion to a project line.
* Full Routing allows you to enter a routing in full detail in program MOCF, Modular Bill Configuration. You can enter full routings for model items that will be converted from a sales order to a project. Only some of the information that is entered on a full routing is requires for the conversion to project line.
Select the item to which you are adding routings, press the [Routing] button and see the appropriate sections.
Setting up the Routing Network
Assigning Tools to an Operation
1. In the Operation Sequence field, enter the operation sequence for the operation that you are assigning to the routing.
2. In the Oper Code field, enter an operation code. You do not have to enter an existing standard operation code in this field.
* If you do enter a standard operation code, many of the following fields will have already been entered from the standard operation record. However, they can still be maintained.
3. In the Work Center No field, enter the work center in which this operation is performed.
4. In the Machine No field, enter the machine number in which this operation is performed.
5. Set the Pay Point pop-list to the desired setting. The choices are Manual, Automatic, and Pay Point.
* Manual indicates that labor is reported manually when the operation is complete.
* Automatic indicated that labor is reported automatically. This happens when the work order or production schedule is received. For work orders, labor will be reported when labor for the next operation defined as paypoint is reported.
* Paypoint indicates that labor for the operation must be reported manually when the operation is complete. However, when labor for a paypoint operation is reported, all labor will be reported for all automatic operations that occurred between this paypoint operation and the previous paypoint operation. Only work orders use paypoint operations.
6. In the Operation Description fields, enter the operation description.
7. In the Hours/Unit field, enter the number of hours required to process one unit of inventory.
8. In the Rate Code field, enter the rate code for the operation.
9. Press [Commit].
1. In the Operation Sequence field, enter the operation sequence for the operation that you are assigning to the routing.
2. In the Oper Code field, enter an operation code. You do not have to enter an existing standard operation code in this field.
* If you do enter a standard operation code, many of the following fields will have already been entered from the standard operation record. However, they can still be maintained.
3. Set the Oper Type pop-list to the desired operation type. The choices are Regular, Batch, Unattended, Outside Service, and Indirect.
* Regular operations are performed by direct labor employees, producing one item per cycle.
* Batch operations have items processed in batches, such as a heat treating oven or a washing operation.
* Unattended operations have a machine run without an operator.
* Outside services are purchased from a vendor.
* Indirect operations a performed by indirect employees, such as material handlers.
4. In the Vendor field, enter the vendor for this routing operation if it is an Outside Service operation.
* If no vendor is entered, the vendor will default from item planning in program ICPM, Inventory Planning Data Maintenance, for the component item.
* When modular work orders are released automatically for model items and a requisition is created for the component item, the requisition will be converted to a purchase order automatically when the work order is created if a vendor has been assigned here. Some set up is required. For more information, see Models and Routings.
5. In the Work Center No field, enter the work center in which this operation is performed.
6. In the Machine No field, enter the machine number in which this operation is performed.
7. Set the Pay Point pop-list to the desired setting. The choices are Manual, Automatic, and Pay Point.
* Manual indicates that labor is reported manually when the operation is complete.
* Automatic indicated that labor is reported automatically. This happens when the work order or production schedule is received. For work orders, labor will be reported when labor for the next operation defined as paypoint is reported.
* Paypoint indicates that labor for the operation must be reported manually when the operation is complete. However, when labor for a paypoint operation is reported, all labor will be reported for all automatic operations that occurred between this paypoint operation and the previous paypoint operation. Only work orders use paypoint operations.
8. In the Move Time field, enter the average number of days required to move a manufacturing order from this operation.
9. In the Crew Size field, enter the number of employees required to run this operation.
10. In the Units per cycle field, enter the units produced per machine cycle. The number you enter here is used in determining the runtime for the operation.
11. In the Operation Description field, enter the operation description.
12. In the Hours fields, enter the amount of time it takes to complete the operation.
* Setup. This is the number of hours it takes to set up this operation.
* Hours per unit. This is the number of hours that it takes to complete one unit. The program will calculate this as the reciprocal of the units per hour field.
* Units per hour. This is the number of units that are completed in one hour. The program will calculate this as the reciprocal of the hours per unit field.
* Indirect hours. This is the number of indirect labor hours it takes to complete the operation.
* Inspect hours. This is the number of inspection labor hours it takes to complete the operation.
* Machine hours. The number of machine hours required to complete this operation.
* Other hours. The number of user-defined hours required to complete this operation
13. In the Rate Codes fields, enter the rate codes for setup, hours per unit, indirect hours, inspect hours, machine hours, and other hours.
14. In the Project Class field, if this sales order will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project class for the operation.
* Routing Operations can be assigned any project class with a project line type other than Sub-Tier Project.
15. In the Group Code field, if this sales order will be converted to a project using program PMSM, Convert Order/Quote to Project, enter the project group for the operation.
16. Press [Commit]. You can set up a routing network, or assign tools to the operation.
17. To add another operation, press [New Record] and repeat steps 3 to 16.
1. Press the [Network] button.
2. Enter the operation sequence numbers on which the operation in the Current field is directly dependent. In other words, the operations you enter here must be completed before the operation in the Current field.
3. Press [Commit].
1. Press the [Tooling] button. This will display the Routing Tool Requirements screen.
2. Enter the Tool ID from program TLMM, Tool Master Maintenance, that is used in this operation.
* The tool must be authorized for the work center and machine for the operation in order to be entered here.
3. Enter labor type code for which the tool will be used.
4. Enter the number of hits for this tool and this operation.
5. Press [Commit]. The tool is assigned.
Press this button on the Inventory Availability screen to view the quantity available for all components assigned to this model item.
Press this button to apply the quantity changes to the model item configuration.
Press this button to view available to promise inventory information for the selected item.
Press this button to display the attributes for the model item in the lower right section of the screen.
Press this button to display the flat bill of materials in the lower right section of the screen.
When the view is set to the Bill of Materials view and the [Flat BOM] button is pressed, the flat bill of material will be displayed in the main navigation screen, and the tree structure will be displayed in the lower right hand section of the screen.
When the View is set to Bill of Materials, and the [Tree View] button is pressed, the tree structure will be displayed in the main navigation screen and the flat bill of material will be displayed in the lower right section of the screen.
Press this button to view the attributes provided by and consumed by the selected item.
Press this button to calculate the unit price.
Press this button to cancel the quantity changes.
Press this button to collapse one level of items and prompts below the selected item or prompt so that only the selected item or prompt is showing.
Press this button to collapse all levels of items and prompts below the selected item or prompt so that only the selected item or prompt is displayed.
Press this button to enter or view comments for this configuration.
Press this button to view pricing information for the selected component item.
Press this button to add components to the configuration.
Press this button to view the routing information for this model item. Routings are entered for models when models are set up in program MOTM, Modular Bill Maintenance, and can be configured in this program if the Use Configurable Routings flag is set to on in program MOPM, Modular Parameter Maintenance.
Press this button to delete components from the configuration.
Press this button to display the items and prompts that are one level below the selected item or prompt.
Press this button to display all levels of items and prompts below the selected item or prompt.
Press this button to view the explanation text for the selected attribute.
Press this button to display the flat bill of material maintenance view for the model item. The flat bill of maintenance shows only the inventory items selected for the configured model item.
If the View pop-list is set to Bill of Materials, and this button is pressed, the flat bill of material will be displayed in the main navigation screen, and the tree structure will be displayed in the lower right hand section of the screen.
Press this button to either hide or display the items that are to be included on the work order, but not displayed during sales order entry. These items have the Configurator Display flag set to on in program MOTM, Modular Bill Maintenance.
Press this button to view the inventory quantity available for model component items. Press the [Selected Components] button to view inventory availability for only selected component items in the configuration. Press the [All Components] button to view inventory availability for all components assigned to this model item. The quantity available is calculated according to the Available To Promise Method pop-list in program SPMM, System Parameters/Default Maintenance. If the on hand quantity is negative, the number will be displayed in red.
Press this button to move down one page in the Navigator screen.
Press this button to move up one page in the Navigator screen.
Press this button to make changes to the quantity per for the selected item.
Press this button to enter the operation sequences that must be completed before this one can be started.
Press this button to view the buying and selling information for the item. This includes customer or vendor, quantity, price, and sales order number or purchase order number.
Press this button to view the pricing information for this item.
Press this button to refresh the displayed pricing information.
Press this button to display the reservations that currently exist for this item.
Press this button to maintain the model item routing for this order line. You can only maintain the routing for model items if the Use Configurable Routings flag is set to on in program MOPM, Modular Parameter Maintenance.
Press this button to save the changed to the configuration of the model item.
Press this button to search backward in the Navigator for the information in the search string field.
Press this button to search forward in the Navigator for the information in the search string field.
Press this button on the Inventory Availability screen to view the quantity available only for the component items selected in the configuration.
Press this button to view the stock quantities for the item, including on hand, on order, and available quantities.
Press this button to have the program find and display the selected component item in the model configuration tree.
Press this button to assign tools to this operation.
Press this button to display an indented view structure indicating the levels of the prompts, kits, and inventory items that are a part of the model item.
If the View pop-list is set to Bill of Materials, and this button is pressed, the tree structure will be displayed in the main navigation screen and the flat bill of material will be displayed in the lower right section of the screen.
Press this button to view the units of measure and their conversion factors for this item.
Press this button to validate the current configuration of the model item.
Press this button to view the components in this model that are assigned the selected attribute in the Attributes block. If you select one of these components on this screen and press the [Surf to Tree] button, you will be returned to the configuration screen with the selected component item highlighted.
Press this button to display the working view for the selected item. The working view expands all prompts and models for which a selection must be made. This is based on the maximum and minimum list items for the prompts. You can maintain the configuration in this screen.