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Conditional sales parts list entry

Conditional sales parts list entry

Description

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.

The first position whose condition is fulfilled is used when resolving the conditional items.

Quantities

Three different types can be defined for the quantity information: A value, a formula or a conditional table.

Parts button

Clicking on the parts button opens a sub-menu which offers the possibility to choose between sales parts, spare parts and services.

Functionality

Input window

This window is used to maintain conditional sales list entries.

Menu
Menu item Description
Edit -
: Quantity type Type default for next line
: Columns -
: : Insert columns Insert column
: : Edit columns Edit column
: lines -
: : Insert line Insert line
: : Delete line Delete line
: Validity Set validity
: Features -
: : Presettable Insert preset feature
: : Calculated Insert calculated characteristic
: : Conditional Insert conditional feature
Close Close window
Testing Dissolve Test window Callresolution
Toolbar
Symbol Description
 new.png Create a new sales parts list entry
 save.png Save changes
 delete.png Delete sales parts list entry
 CX_PRINTER_hardcopy.png Print sales parts list entry
 CX_VALIDITY.png Set validity
 pin.png  pinned.png Create/edit notes
 CX_BILL_OF_MATERIAL.png Edit parts list
 CX_JOB_SCHEDULE.png Edit work plan
 CX_ITEM.png Edit part
 CX_STOCK_log.png Display stock movements
 CX_STOCK_on.png Show stock level
 CX_DISPO_ACCOUNT.png Display disposition movements
 CX_STOCK_ACCOUNT.png Show logistics account
 CX_ITEM_use.png Show parts usage
Fields
Field Description
Position data
: Consequence Number of the sales parts list entry. The formatting can be specified by the CX_SUPPLY_BOM_ITEM counter. It is also possible to set a counter with this counter. By default there is no counter and the formatting is preset with "000" "000".
: from index Index of the sales bill of material entry
: Designation Description of the sales parts list entry
Notes Notes or comments on the sales parts list entry
: Position prescribed
Abort if nothing found
: Non-calculable condition passed
Alternatives
: Features Additional features for further technical specification of the sales bill of material entry
Document Directory References
: Structure tree Using the structure tree on the left side, subfolders or subnodes(  CX_STRUCTURE.png ) 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 (  CX_DOCUMENT_INDEX_LOCAL.png ) and the global ones with the document reference icon (  CX_DOCUMENT_INDEX.png ) 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.
Buttons
button Description
Position data
Alternatives -
: : Insert Create new sales parts list entry
: : Duplicate Duplicate the selected entry: Except the assigned part itself, all values of the entry are taken over
: : Remove Remove selected entry
: Features -
: : Create Create new characteristic
: : Insert Insert new feature
: : Remove Remove current feature
Document Directory References
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.
Context menu
Global document reference
Select Using the selection mask of the document references, an existing global document reference can be selected from the master data and associated with the object.
: Create A new global document reference is created and directly associated with the object.
Conditional table An existing global document reference can be selected via the selection mask of the document references. This document reference is then the first entry of a conditional table, which is associated with the object.
Local document reference
File (storage in database) A file can be selected, which is created as a local document reference and associated with the object. The file is imported and saved in the database.
: Email - Outlook import (storage in database) The e-mail marked in Outlook is created as a local document reference and associated with the object. The email is imported and saved in the database.
: Email attachment - Outlook import (storage in database) The attachment of the e-mail marked in Outlook is created as a local document reference and associated with the object. The attachment is imported and saved in the database.
: File (reference) A file can be selected. The path to this file is stored in the local document reference. The document is therefore not saved in the database, but the document reference refers to the original document.
: Email - Outlook Import (storage in directory) When this function is called, the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query. A local document reference is then automatically generated which refers to the saved email.
: Email attachment - Outlook Import (storage in directory) When this function is called, the file attachment of the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query, and the file name is preset based on the attachment. A local document reference is then automatically generated which refers to the saved file.

If the marked email has several attachments, one of the attachments must be selected by a user query.

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 conditional sales parts list entry are saved. If no changes have been made, the button is locked.
New The input window is cleared.
Delete The displayed sales list entry is deleted.
Close The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

sales parts list variant

Fields
Field Description
Part Assignment of the sales parts list variant to a part
Quantities -
: Fixed quantity
: Quantity
: variable name of the quantity In this field a variable name can be assigned to the total quantity of the sales parts list entry in order to be able to use this total quantity in further calculations
: position omitted if quantity zero Identification whether the sales BOM item should be ignored if the quantity is zero: e.g. if the quantity is calculated using a formula
Features List of characteristics to describe the sales bill of material item more precisely (e.g. technically)
Buttons
button Description
Part Opens part master selection window
Features
: Take over Accept attributes from part
: Create Create new attribute (preset, formula or conditional)
: Insert Opens attribute selection mask
Remove Remove selected attribute from the list
OK Changes are saved and the window is closed.
Close The window is closed.

Related topics


Technical documentation

Overview

 alloccon.bmp (8118 bytes)

Conditional allocation base module

Module name

alloccon.mod

Classes

CX_CONDITIONED_ALLOCATION

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.

Received messages
Message Parameters Function Security
ATTRIBUTE_SELECTED
COLUMN_VARIABLE_SELECTED
EDIT_CONDITIONED_ALLOCATION NULL or conditional allocation object Call up the input window for conditional allocation
OBOX_ENTRY_INIT
SLOT_ATTRIBUTE_SELECTED

Sent messages
Message Parameters Function Receiver module
CONDITIONED_ALLOCATION_CHANGED Conditional Allocation Object Conditional allocation was changed
CONDITIONED_ALLOCATION_CREATED Conditional Allocation Object Conditional allocation was generated
CONDITIONED_ALLOCATION_DELETED Conditional Allocation Object Conditional allocation was deleted
EDIT_COLUMN_VARIABLE
EDIT_CONDITIONED_ALLOCATION NULL or conditional allocation object Call up the input window for conditional allocation Conditional Allocation Editing Module
EDIT_VALIDITY_BY_DATE Window title, object, recipient of the reply Call up the input window for validity Validity Editing Module
OBOX_ENTRY_INIT
SELECT_ATTRIBUTES
SELECT_SLOT_ATTRIBUTES
TEST_ALLOCATION_QUERY

Conditional parts list position Editing module

Module name

billcond.mod

Classes

CX_CONDITIONED_ALLOCATION

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.

Received messages
Message Parameters Function Security
ATTRIBUTE_SELECTED
COMMENT_CHANGED Object Comment has been changed
DELETE_BOM_CONDITIONED_ENTRY
EDIT_BOM_CONDITIONED_ENTRY
EDIT_CONDITIONED_ALLOCATION NULL or conditional allocation object Call up the input window for conditional allocation
ITEM_SELECTED
OBOX_ENTRY_INIT
SLOT_ATTRIBUTE_SELECTED

Sent messages
Message Parameters Function Receiver module
BOM_CONDITIONED_ENTRY_CHANGED
BOM_CONDITIONED_ENTRY_CREATED
BOM_CONDITIONED_ENTRY_DELETED
CONDITIONED_ALLOCATION_CHANGED Conditional Allocation Object Conditional allocation was changed
CONDITIONED_ALLOCATION_CREATED Conditional Allocation Object Conditional allocation was generated
CONDITIONED_ALLOCATION_DELETED Conditional Allocation Object Conditional allocation was deleted
EDIT_BILL_OF_MATERIAL
EDIT_BOM_CONDITIONED_ENTRY
EDIT_COLUMN_VARIABLE
EDIT_COMMENT Object Open the input window for comments Comment editing module
EDIT_CONDITIONED_ALLOCATION NULL or conditional allocation object Call up the input window for conditional allocation Conditional Allocation Editing Module
EDIT_ITEM
EDIT_VALIDITY_BY_DATE Window title, object, recipient of the reply Call up the input window for validity Validity Editing Module
OBOX_ENTRY_INIT
SELECT_ATTRIBUTES
SELECT_ITEM
SELECT_SLOT_ATTRIBUTES
SHOW_PREVIEW Widget Print Preview Print Preview
TEST_ALLOCATION_QUERY

Conditional work plan sequence Editing module

Module name

jobscond.mod

Classes

CX_CONDITIONED_ALLOCATION

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.

Received messages
Message Parameters Function Security
ATTRIBUTE_SELECTED
COMMENT_CHANGED Object Comment has been changed
DELETE_JOB_SCHEDULE_CONDITIONED_ENTRY
EDIT_CONDITIONED_ALLOCATION NULL or conditional allocation object Call up the input window for conditional allocation
EDIT_JOB_SCHEDULE_CONDITIONED_ENTRY
OBOX_ENTRY_INIT
SLOT_ATTRIBUTE_SELECTED
WORK_STATION_SELECTED

Sent messages
Message Parameters Function Receiver module
CONDITIONED_ALLOCATION_CHANGED Conditional Allocation Object Conditional allocation was changed
CONDITIONED_ALLOCATION_CREATED Conditional Allocation Object Conditional allocation was generated
CONDITIONED_ALLOCATION_DELETED Conditional Allocation Object Conditional allocation was deleted
EDIT_COLUMN_VARIABLE
EDIT_COMMENT Object Open the input window for comments Comment editing module
EDIT_CONDITIONED_ALLOCATION NULL or conditional allocation object Call up the input window for conditional allocation Conditional Allocation Editing Module
EDIT_JOB_SCHEDULE_CONDITIONED_ENTRY
EDIT_VALIDITY_BY_DATE Window title, object, recipient of the reply Call up the input window for validity Validity Editing Module
JOB_SCHEDULE_CONDITIONED_ENTRY_CHANGED
JOB_SCHEDULE_CONDITIONED_ENTRY_CREATED
JOB_SCHEDULE_CONDITIONED_ENTRY_DELETED
OBOX_ENTRY_INIT
SELECT_ATTRIBUTES
SELECT_SLOT_ATTRIBUTES
SELECT_WORK_STATION
SHOW_PREVIEW Widget Print Preview Print Preview
TEST_ALLOCATION_QUERY

Operational business