Sub-assembly set
Description
The assembly set is a special form of a sales set, except that it is manufactured together with all its order sub-items in a production order, also known as an order bill of materials - a production bill of materials defined in the order.
The resulting bill of materials is thus composed of all order items created in the order below the assembly set. The production bill of materials is practically already defined at order item level.
In the parts master, the assembly set part has a production role without a bill of materials, but with a routing that contains the assembly only the assembly work of the individual components.
Subassembly sets can also be used as purchased parts with own provision. If such a subassembly set is available in the order, one practically determines at the order level through sub-items which goods are to be provided for the order and in which quantities. With the technical release the disposition of the parts to be provided is initiated and the requirement request for the assembly set part is created.
Conditional individual parts in sets
Conditional individual parts can be included in sets. Characteristics can be assigned to these conditional individual parts, which later appear in the offer or order items. If no characteristics were entered for these conditional individual parts, the quotation or order item automatically takes the characteristics of the selected individual part from the parts master.
If conditional items are present in an assembly set, the assembly set in the order is not exploded automatically, but must be exploded using the "Generate plant components" button after the attributes on the assembly set order item have been set according to customer specifications (e.g. mains voltage etc.), because this may be the basis for the conditional sub-items of the assembly set.
Attention:
If, after resolving the conditional assembly set items, the attributes on the assembly set item are changed, the resolved subpart of a conditional item does not change automatically! In this case the subitems must all be deleted and the assembly set must be exploded again!
Characteristics of the lower parts
When sub-parts are added to sets, all characteristics of the selected part are copied from the part master into the characteristics of the new sub-position of the set. These can now be set as desired and are then valid for all quotation/order items created from this set, if the characteristics have not been explicitly defined and thus overwritten.
Calculation and quantity calculation for main and sub-items
Type 4 (main part plus integrated individual parts) is the default setting and cannot be changed. However, the system distinguishes a total of five types (Types) of how subitems are assembled with the main item (see the "Type" field displayed on the first tab "Offer/Order item" if a main item has been loaded); this defines the pricing rules and quantity calculation.
Description: (see order item)
Functionality
Input window
This window is used to maintain the assembly sets. You can select an assembly set by entering the desired number in the Number field and confirming with RETURN. By selecting the menu item 'Search' the list window is called up.
Via the tab 'Individual parts' the individual parts of the assembly set can be maintained. It is possible to insert individual parts (sales article, spare part, performance unit) directly or to specify the use of the sub parts via a conditional table 
to control.
Individual parts | parts list entry | upper
Various input windows are available for maintaining the individual parts of an assembly set:
- Here the individual parts are processed. The user is free to adjust the part as well as its quantity and characteristics.
- This window appears when a conditional table is selected as the item. In the area 'Variants' the different others are created and managed.
- A lower one can be assigned to a bond, and its quantity characteristics and features can be maintained.
When inserting the assembly set into a quotation or order item, the individual parts and completed over-heads are then inserted as subitems
Structure
| Menu item | Description |
|---|---|
| Edit | - |
| Part | |
| : Single part | |
| : : Insert | - |
| : : : Part | - |
| : : : : Sales item | Insert sales item |
| : : : : Spare part | Insert spare part |
| : : : : Special sales section | Insert special sales section |
| : : : : Power unit | Insert power unit |
| : : : Conditional table | Create conditional table |
| : : Edit | Individual parts |
| : : Delete | Delete selected individual part from sales set |
| : : : Editing assigned sales dividing roll | Call up the input window of the sales dividing roll assigned in the selected individual part |
| : Specific search terms | - |
| : : General | Newly created search terms are generally valid |
| : : Roller-bound | Newly created search terms are role-bound |
| : Search terms | - |
| : : Insert | Insert search term |
| : : Remove | Remove search term |
| Description | The description of the assembly set can either be entered as simple text or refer to a Word file |
| : Client | - |
| : : Edit customer | selected customer is opened in the customer input window |
| : : Customer prices | - |
| : : : Insert | Insert new customer |
| : : : Remove | Remove customers |
| : : Display documents | |
| : Price | - |
| : : Create new price (old price in history) | Opens the window for creating a new price. |
| : : Edit price (old price NOT in history) | Enables the editing fields of the price |
| : : : Detailing: sales price | Opens the price editing window |
| : : : Detail processing: sales price + costs | Opens the price - cost editing window |
| - | |
| : : : With OLE in the foreground | |
| : : : With OLE in the background | |
| Close | Close window |
| Price history | Show price history |
| Search | Call up list window |
| Symbol | Description |
|---|---|
 | Create new assembly set |
 | Save changes |
 | Delete assembly set |
 | Print, fax, email... |
 | Print window |
 | Display disposition movements of the assembly set |
 | Display logistics account of the assembly set |
 | Show parts usage |
 | Part master Call up theinput window of the assembly set roll |
 | Parts lists Open theinput window of the assembly set |
 | Work plan Call up theinput window of the module set |
 | Display stock movements of the assembly set |
 | Display stock of the assembly set |
  | Create/edit notes |
 | Operations of the assembly set |
 | Set validity |
 | Test resolution |
 | Open first document |
| Field | Description |
|---|---|
| Article | |
| : number * | ID of the sales item. This is a mandatory field! |
| : Status | Shows the machining status of the part |
| : Editor | To specify a processor for the sales article |
| Goods no. | Displays the customs tariff number of the part |
| : Search terms | Display and maintenance of general and role-bound search terms |
| : short term * | Short term of the assembly set. This is a mandatory field! |
| Description | Descriptive text which is transferred to the quotations/orders. |
| : Statistics * | To which sales statistics is the sales item assigned. This is a mandatory field! |
| Part * | Shows the part to which the sales item is assigned. Right click on the box to open the part in the part master input window. This is a mandatory field! |
| Type | Which type is the sales item assigned to |
| : Condition calculation | |
| : : packable | In order to be able to vary the price determination, e.g. if there are sales items on which no discount is to be granted or the sales item is not suitable for packaging, the calculation can be switched off by removing a check mark in front of the respective points. (see here) |
| : : discountable | |
| : : : freightable | |
| : Sales data | - |
| : : Packaging unit | Standard unit for specifying the delivery quantity in quotations, orders and invoices |
| : : sales price | Display of the current sales price for the part. If a price table is stored for the part, only the text "PRICE TABLE" appears here |
| : : Discount group | Assignment of the role to a discount group. These discount groups are managed with the classification term "DISCOUNT_GROUP". Possible discounts are displayed under individual sales price in the list customer-article-group discounts and can be created there. |
| : : VAT | Definition of the VAT rate to be used in the calculation of the VAT for this part. |
| : : Delivery time | Standard delivery time |
| Additional data | |
| : Features | Additional data is used to maintain the characteristics (attributes) of the sales item, which later appear in the offer and order items. |
| : Cost centre | |
| : Cost unit | |
| Customers | |
| : Article group | The sales item can belong to an item group. This article group is relevant for pricing, because article group discounts, which were agreed with a customer, or customer article group discounts, which apply with a customer group, can be attached to it. (see sales pricing) |
| : Customer data | This list shows price agreements with the customer. To create a new price agreement press "Insert". The customer selection screen will then open and after selecting a customer the price agreement window will open. In this window the price can be entered and an own number for the sales item at the customer can be entered. |
| : Display mode | - |
| : : Only customer specific data | Only customer-specific data is displayed |
| : : All motion monitors | If the display mode is set to "All motion monitors", all transaction data for this sales item is displayed in the list. If this display mode is activated, no price agreements can be edited. |
| : Customer group prices | If a customer group (e.g. wholesalers) has agreed on its own prices, these are displayed here. With the button "Insert" customer group prices can be created and with "Remove" they can be cancelled. (see sales pricing) |
| : Customer article group discounts | Customer item group discounts are automatically assigned to the sales item if such an agreement has been made for the item group assigned to the item. All defined customer item group discounts can be displayed by clicking the Search button. (see sales pricing or customer article group discounts) |
| Documents | |
| : Structure tree | Using the structure tree on the left side, subfolders or subnodes(  ) can be generated. Associations (document references, parts, partial roles, partner functions, etc.) can be moved within the structure by drag & drop and thus structured. In addition, you can navigate through the structure tree to display the associations of the folder in the right-hand list. (At present only document references can be structured). |
| : List | The list of document references is on the right-hand side. The local document references are marked with the box symbol (  ) and the global ones with the document reference icon (  ) are shown. In addition, global document references can also be inserted as conditional tables. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. The type and the file name are also displayed. link: Description of the buttons for maintaining the assignments to the document references |
| Description of structure node | For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field. |
| Individual parts | |
| : Do not print sub-items | Indicates whether the sub-items of the assembly set in a quotation or order should not be printed by default. This indicator is copied into a quotation or order as follows |
| : Show variants with | Option, if you want to have the parts listed in conditional tables printed |
| : List | - |
| : Sub-assembly set price | Issue of the assembly set price |
| : Sum of all individual parts | Indicates the sum of all (unconditional) parts of the list. The prices within conditional table are completely ignored. |
| = total | Sum of the two fields above |
| button | Description | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Documents | |||||||||||||||||||||||
| Open | Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started. | ||||||||||||||||||||||
| Insert | When inserting, you can choose between local document references and global document references.
| ||||||||||||||||||||||
| Edit | The document reference can be edited in its editing mask. | ||||||||||||||||||||||
| Remove | If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted. | ||||||||||||||||||||||
| Status bar | |||||||||||||||||||||||
| OK | Changes to the assembly set are saved. If no changes have been made, the button is locked. | ||||||||||||||||||||||
| New | The input window is cleared. | ||||||||||||||||||||||
| Delete | The displayed assembly set is deleted. | ||||||||||||||||||||||
| Close | The window is closed without saving changes. If you want to save the changes, you must press the "OK" button. | ||||||||||||||||||||||
List window
This window is for listing assembly sets.
| Menu item | Description |
|---|---|
| Edit | - |
| - | |
| : : : With OLE in the foreground | |
| : : : With OLE in the background | |
| Close | Close window |
| Options | Call up the option window |
| Symbol | Description |
|---|---|
| Create new assembly set |
| Selected assembly set is opened in the input window |
| Delete assembly set |
| Print, fax, email... |
| Print object list |
 | Search for material characteristics. This searches the attributes of the roll and part, with the attribute settings of the roll prevailing if they are different |
 | Search for objects that do not contain any of the characteristics to be specified (regardless of the value set) |
 | Empty list and delete search terms |
| Part master Call up theinput window of the assembly set Roll |
| Display logistics account of the assembly set |
| Parts lists Open theinput window of the assembly set |
| Work plan Call up theinput window of the module set |
| Display stock of the assembly set |
| Create/edit notes |
| Display operations |
| Set validity |
 | Copy all parts to the clipboard |
| Field | Description |
|---|---|
| Number | Search by number |
| Search Keyword | Search by keyword |
| Part | Specify the part to which the assembly set refers |
| Statistics | Search for statistics |
| button | Description |
|---|---|
| Edit | The current assembly set is displayed in the input window. |
| New | An empty input window opens. |
| Delete | The selected assembly set is deleted. |
| Close | The window is closed. |
Selection window
| Menu item | Description |
|---|---|
| Options | Call up the option window |
| Field | Description |
|---|---|
| Number | Search by number |
| Search Keyword | Search by keyword |
| Part | Specify the part to which the assembly set refers |
| Statistics | Search for statistics |
| button | Description |
|---|---|
| OK | The selected assembly set is accepted. |
| Close | The selection is cancelled. |
Option window
All settings for the search can be made here. The window can only be closed with the "OK" button.
Once set, options can be saved as the default option for the logged in user. For this purpose, there is a context menu item on the "Preferences" tab in the "User Preferences" list which can be used to save the current options.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description |
|---|---|
| Search options | - |
| : Immediate take over in case of a hit | If only one assembly set is found during a search, it is opened in the input window |
| Clear the list before starting a new search | The list is cleared before each new search |
| : General Search | Use search terms from the assembly set itself |
| Advanced search | Search terms of the other roles of the assembly set are taken into account |
| Validity | Validity |
| Number of objects | Determines the maximum number of objects in the list that can be displayed during a search |
| Presets | |
| : Global presets | Global presets can be saved for the client and account. These are displayed here as well as the current default options that each module has. To create a global preset, a user preset must first be saved. With a right click on this user setting and selection of the context menu item "Edit user-defined setting" an editing window for this setting is opened, where the assignment of the employee / user to a client or a cost centre can be changed. (Button "Level") |
| : User Presets | Each user can save any number of presets. It is only important to note that if several settings are found, the first one found is used as the default setting. The name of the setting can be changed with a double-click. Attention: The presettings are saved for all sales reels at the same time! So if you change the setting for spare parts, the setting for sales sets is changed as well! |
| button | Description |
|---|---|
| OK | The settings are saved and the window is closed. |
Related topics
Technical documentation
Sub-assembly set Editing module
Module name
salecedt.mod
Classes
-
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
Subassembly set selection module
Module name
salecsel.mod
Classes
-
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
;){kind=link}
;){kind=link}
;){kind=link}