Item Configurator Setup - Revision history

Mwillard at 22:01, 19 June 2025

2025-06-19T22:01:39Z

Mwillard at 21:39, 19 June 2025

2025-06-19T21:39:44Z

Mwillard at 21:35, 19 June 2025

2025-06-19T21:35:10Z

Tcampbell at 14:44, 28 December 2022

2022-12-28T14:44:57Z

Tcampbell at 14:42, 28 December 2022

2022-12-28T14:42:55Z

Tcampbell at 20:35, 13 December 2022

2022-12-13T20:35:31Z

Tcampbell at 21:23, 8 December 2022

2022-12-08T21:23:46Z

Vtran: Created page with "NOTOC ==General Information== '''Default Menu Location''' Maintain >> Item Control >> SOC Maintenance '''Screen Name''' ITEMCONFIG '''Function''' The Sales Order Confi..."

2022-09-08T19:44:11Z

Created page with "__NOTOC__ ==General Information== '''Default Menu Location''' Maintain >> Item Control >> SOC Maintenance '''Screen Name''' ITEMCONFIG '''Function''' The Sales Order Confi..."

New page

__NOTOC__

==General Information==

'''Default Menu Location''' Maintain >> Item Control >> SOC Maintenance

'''Screen Name''' ITEMCONFIG

'''Function''' The Sales Order Configurator Setup screen is used to set up options/questions for configurable items.

[[File: Item_Config_Screen.png]]

* For new items that carry the same configuration as other items, using the Copy button will input the same information from an exsisting item

* The ''Sales Order Configurator Setup'' screen is also a jump screen from the [[ Item Master | Item Master]] screen, when the '''[[Item Attribute Rule | Configurable Item]]''' attribute is added to an item.

[[File: Item_Config_Jump_Screen.png]]

===Fields/Filters===

'''Quest#:''' The question number

* This determines the order in which the question appears

'''Question:''' The question to be displayed for the item

'''Type:''' The type of question (List, Text, Number, Calculation)

'''Rept:''' The report code

* This code is used to exclude and direct questions/answers on a printed form and for calculated values (see below)

'''Calc:''' Check this box if the question/answer is to be a calculated value

* Enter the formula to be used to calculate the value in the Formula field

'''Dec Qty:''' The number of decimal places allowed in the answer (for Number type questions)

'''Inch:''' Check this box if the number is to be displayed in inches

'''Ft-Inch:''' Check this box if the number is to be displayed in feet and inches

'''Min:''' The minimum number allowed for the answer when the Number type is selected

'''Max:''' The maximum number allowed for the answer when the Number type is selected

'''Increment:''' The number increment allowed for the answer when the Number type is selected

If the answer is to be typed in feet or inches enter the corresponding decimal for the fractional increment desired. For example, to allow an answer in 16ths of an inch, your increment would be 0.0625.

'''Item:''' Enter an item from the Item Master if the Number type is selected and you need an additional item for contract or special pricing

'''Unit:''' Enter the unit of the item

'''Price Adjustment:''' Check this box if the answer determines a price change in the configurable item

* If applicable, enter the amount of price adjustment in the field below the checkbox

If the PRICE adjustment is determined from another question, enter the question number in the or From Q# field

If the question is a LIST type, enter the possible answers in the box on the left, and enter the price adjustment for each item. The field next to the Price Adjust is for an Other Adjustment (See below).

'''Controlling Qty:''' Check this box if the answer is the controlling quantity of the configurable item

* For example, length may be the controlling quantity if an item is sold per piece, but priced by the foot, the Controlling Qty and the Pricing Qty MUST match.

'''Display Price Adjustment:''' Check this box if you want the price adjustment to be displayed next to the answer

'''Other Adjustment:''' Other adjustment; enter a value to be used in calculating another adjustment other than price (weight, volume, area, etc)

For example, if question #1 (gauge/color), question #2 (girth), and question #6 (length) determine the total weight of the item (question #7), then we can direct the values chosen in #1, 2, 6 to #7.

'''Pass 1:''' Enter a question # here if you want to multiply this question's price adjustment by the quantity from another question

'''Pass 2:''' Enter a question # here if you want to multiply this question's price adjustment by the quantity of another question

[[Category: Attributes]]
[[Category: Item Control]]

@@ Line 7: / Line 7: @@
 '''URL''' ItemConfig_S.htm
-'''Function''' The Sales Order Configurator Setup screen is used to set up options/questions for configurable items. Item Configurations can be copied from existing items using the Copy button in the actions menu.
+'''Function''' The Item Configuration screen is used to manage options for item configurations.
 [[File: Item_Config_Jump_Screen.png]]
 ===Fields/Filters===

@@ Line 3: / Line 3: @@
 ==General Information==
-'''Default Menu Location''' Maintain >> Item Control >> SOC Maintenance
+'''Default Menu Location''' Maintain >> Item Control >> Sales Order Configurator Setup
 '''URL''' ItemConfig_S.htm

← Older revision		Revision as of 14:42, 28 December 2022
Line 75:		Line 75:

	'''Pass 2:''' Enter a question # here if you want to multiply this question's price adjustment by the quantity of another question		'''Pass 2:''' Enter a question # here if you want to multiply this question's price adjustment by the quantity of another question
		+
		+	==Preview Tab==
		+
		+	The Preview Tab allows a user to fine-tune the factors affecting a configurable item's final price. As variables are adjusted on the screen, text will display showing the flow of rules used in determining the item's price. The [[Customer Pricing]] screen can also be accessed from this tab.
		+
		+	[[image:itemconfigpreview.png]]

	[[Category: Item Control]]		[[Category: Item Control]]

← Older revision		Revision as of 20:35, 13 December 2022
Line 76:		Line 76:
	'''Pass 2:''' Enter a question # here if you want to multiply this question's price adjustment by the quantity of another question		'''Pass 2:''' Enter a question # here if you want to multiply this question's price adjustment by the quantity of another question

−	~~[[Category: Attributes]]~~
	[[Category: Item Control]]		[[Category: Item Control]]

@@ Line 7: / Line 7: @@
 '''URL''' ItemConfig_S.htm
-'''Function''' The Item Configuration screen is used to manage options for item configurations.
+'''Function''' The Item Configuration, or Sales Order Configurator Setup, screen is used to manage options for item configurations. This screen can be accessed through the menu, or via the Configurable Item attribute.
 [[File: Item_Config_Jump_Screen.png]]
@@ Line 15: / Line 15: @@
 ===Fields/Filters===
-'''Quest#:'''  The question number
+'''Quest#:'''  The question number. Determines the order in which the question appear in the configuration modal.
-* This determines the order in which the question appears
+'''Question:'''  The question to be displayed for the item
-'''Question:'''  The question to be displayed for the item
+'''Print Question''' Select this box to print the SOC question and answer on the sales order forms.
 '''Type:'''  The type of question (List, Text, Number, Calculation)
-'''Rept:'''  The report code
+'''Rep Code:'''  The report code. This code is used to exclude and direct questions/answers on a printed form and for calculated values (see below)
 '''Item:'''  Enter an item from the Item Master if the Number type is selected and you need an additional item for contract or special pricing
@@ Line 49: / Line 29: @@
 '''Unit:'''  Enter the unit of the item
-'''Price Adjustment:'''   Check this box if the answer determines a price change in the configurable item
+'''Price/Cost Adjust''' Check this box if the answer should adjust the item price or cost.
-* If applicable, enter the amount of price adjustment in the field below the checkbox
+'''Price Adjust:''' The amount the item price should be adjusted.
-If the PRICE adjustment is determined from another question, enter the question number in the or From Q# field
+'''Cost Adjust:''' The amount the item cost should be adjusted.
 If the question is a LIST type, enter the possible answers in the box on the left, and enter the price adjustment for each item.  The field next to the Price Adjust is for an Other Adjustment (See below).
@@ Line 70: / Line 52: @@
 '''Pass 2:'''  Enter a question # here if you want to multiply this question's price adjustment by the quantity of another question
 ==Preview Tab==