Overview
Describe the relationship between selected Configuration Selection Components during the Configuration Session, and those components that are created on Sales Order Line, as output of the Export of the Configuration Session.
Application
Sales Order Lines for a Product with Product Type Configured generate Work Orders upon Sales Order Line firm. The Product Configurator can feed the material and labor information into the Sales Order Line, from which the Work Order is going to be created. This will use the Sales Order Line Components to create Work Order Components, Work Order Operations, and Work Order Non-Inventory Components.
For more details see Sales Order Line Components.
Exported Sales Order Lines Components from Session Components can be of type:
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Configured Sales Order Material (which may trigger the creation of Work Order Component, if the firmed Sales Order Line is for a Product with a Product Type Configured, or is set as Configured this Time)
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Configured Sales Order Labor (which may trigger the creation of Work Order Operations, if the firmed Sales Order Line is for a Product Type Configured, or is set as Configured this Time)
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Non-Inventory Component ((which may trigger the creation of Work Order Component, if the firmed Sales Order Line is for a Product Type Configured, or is set as Configured this Time)
NOTE Based on the Sales Order Line Product Type, only certain types of Sales Order Line Components are valid. So, even if more are attempted to be exported, they may not be used on the Sales Order Line.
All of these Sales Order Line Components are grouped under the same Sales Order Line, which is created for the Configuration Session's 'Configuration Product'. If there are selected Configuration Selection Components that are set to Output to Individual Line (only available for Components created with Product entities), upon Configuration Session export, an extra Sales Order Lines is created for each of them. Note that these may also have Sales Order Line Components of their own, based on the setup of the entity Product to be exported. For details see Exporting Configuration Session To Sales Order.
Components Output
Configuration Selection Component Type: Inventory
Upon Configuration Session export, a Configured Sales Order Material record will be created for this Inventory Item Master, which will contain quantity and pricing details from the source Session Component.
Configuration Selection Component Type: Labor
Upon Configuration Session export, a Configured Sales Order Labor record will be created for this Independent Operation, which will contain quantity, pricing and costing details from the source Session Component.
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If the Independent Operation contains Material details, upon export, Configured Sales Order Material records will be added for each Material, with the Quantity Per details from Independent Operation > Material setup.
Configuration Selection Component Type: Service or Miscellaneous
Upon Configuration Session export, a Non-Inventory Component record will be created for this Service Item or Miscellaneous component, which will contain quantity, pricing and costing details from the source Session Component.
Configuration Selection Component Type: Entitlement
Upon Configuration Session export, a Contract Entitlement record will be created for this Product of type 'Entitlement, which will contain quantity, pricing and costing details from the source Session Component.
Configuration Selection Component Type: Product
Upon Configuration Session export, a Configured Sales Order Material record will be created for this Product of Type Stock, fetching the Product Master > Inventory tab > Inventory Item field, which will contain quantity and pricing details from the source Session Component.
Upon Configuration Session export, Non-Inventory Component records will be created for the non-inventory Product Components of this Product of type Service or Miscellaneous, which will contain quantity, pricing and costing details from the source Product Component.
For Product Components creation and details, see Product Component.
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For Products of Type Kit
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Upon Configuration Session export, Configured Sales Order Material records will be created for inventory Product Components related to this Product of Type Kit, which will contain quantity and pricing details from the source Product Component.
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Upon Configuration Session export, Non-Inventory Component records will be created for non-inventory Product Components related to this Product of Type Kit, which will contain quantity, pricing and costing details from the source Product Component.
EXAMPLE See below Product Master, which has a Product Type Kit, and contains four Product Components. If this Product was setup as a Configuration Selection Component, upon Configuration Session Export, it would add to the SO Line one Configured Sales Order Material (sourced from last row below, since first row is not between First/Last Date range for export date), and two Non-Inventory Component (sourced from second and third rows below)
Upon Session Export, Configured Sales Order Material for the Product Component with Inventory:
Upon Session Export, two Non-Inventory Components for the Product Components without Inventory (second and third below):
NOTE If SO Control > Configurator tab > Suppress Export Component Consolidation field is not checked, the components export output may not maintain a one-to-one relation (when a given Component is used multiple times within a configuration), as they will be Consolidated when qualifying records are found.
SEE ALSO
Product Configurator - Overview
Exporting Configuration Session To Sales Order
Product Master Product Components Tab
Sales Order Line Components
Sales Orders - How to Manage Configured SO Lines
