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Automotive | Chemical Manufacturing | Computer & Electronic Equip. Manufacturing | Construction | Education | Finance, Insurance and Real Estate | Food & Beverage Manufacturing | Government | Life Sciences | Machinery Manufacturing | Metal Fabrication | Not for Profit | Other Manufacturing | Other Services | Paper & Printing | Professional, Scientific, and Technical Services | Retail Trade | Telecommunications | Transportation and Warehousing | Utilities | Wholesale DistributionOE Configurator
Overview:
Your company sells several products that may be configured in many different ways (Features / Options). The standard Macola Feature / Option configurator will work well for the selection of top level 'options'.
This process will be used to create 'Q'uote type orders in Macola, which will subsequently be converted to Sales Orders.
When a Quote is converted to a Sales Order, you would like to automate the process of creating a new Item Number for each configured item and the creation of a full Bill Of Materials (BOM) for the new item.
Proposed Solution:
A Flexibility script will be written to convert a 'Q' type order to an 'O' type Sales Order; to substitute the quoted 'Feature/Option' item with a newly created non-feature item; and to create a Bill Of Material for the new item.
Detail of Requirements:
The Macola 'Convert Quote' button on the OE Header screen displays a form.
The natural function of this form will be disabled and replaced with the functions of this enhancement.
When the user selects the Order No to convert, this enhancement will do the following:
- Create a new Sales Order Header in the Order Header (OEORDHDR_SQL) table.
- Create a new record in the OE Order Inquiry (OEINQORD_SQL) table
- Create Line Item record(s) in the Order Line Item table (OEORDLIN_SQL)
- Copy Header and Line Item Notes, if indicated.
- Create Bill Of Material records in the BOM Master (BMPRDSTR_SQL) table.
- Update Inventory Location Allocations
- Create appropriate IM Inventory Transaction records in the Inventory Transaction (IMINVTRX_SQL) table
- Create OE Header and Line Item Audit records (OEHDRAUD_SQL and OELINAUD_SQL)
- Move the 'Q' type Order Header, Lines and Configuration data to a set of Quote Archive Tables
- Report the process as complete.
Transaction Detail:
Create Sales Order Header
User will select {F5} to retrieve the next available Order No (see 'Quote Convert' screen above).
Next Available Order Number will be incremented in the OE Control File
- The Sales order will be changed from Order Type 'Q' to Order Type 'O'
- All other fields will be identical to the 'Q' type header fields.
- A record will be entered in the OE Order Inquiry (OEINQORD_SQL) table and the OE Header Audit (OEHDRAUD_SQL) table for each header record created.
Create Line Items
Each line item on the 'Q' type order will be recreated on the 'O' type order
- If Item is a not a Feature Item, it will be copied 'as is'.
- If Item is a Feature Item, additional processing will occur as follows:
The user will be prompted for a new item no for each Feature Item found on the Quote.
The Item number entered by the user will be validated against the current database and the Master database to prevent duplicates. User may not proceed without providing a unique Item No or selecting the 'Cancel' command.
Note: Selecting 'Cancel' on this screen will cause the application to abandon the creation of this specific item, but will not stop the creation of the Order and any other line items it may contain. In the event that this is the only line item on the order, the entire process will be abandoned and the order will not be created.
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A new Item Number will be created to replace the Feature Item Number as follows:
An Item Location record will be created for the new item as follows:
For each line item written, Inventory will be allocated (for controlled items only) and the appropriate records will be written to the OE Line Item Audit Table and IM Transaction table. Copy Header Notes: Copy Item Notes: Create Bill Of Material (BOM): Each Feature Item found on the 'Q' type order will have specific 'option' configuration details found in the 'Order Build' (IMORDBLD_SQL) table. Some of these options will be sub-assemblies with a defined BOM. The BOM for these sub-assemblies will be exploded so that the components are written individually to the new item 'Engineering' BOM. The result will be a BOM for the new item that contains all the components that make up the options selected for the 'Feature' item (Level 1 only). Example: Feature Item 'MILL' Options ordered: 1 @ Stainless Steel Die No BOM for this item 1 @ Motor Assy BOM = 1 Motor 1 Power Supply 1 Controller 1 @ Fan Assy BOM = 1 Fan Motor 1 Power Cord New Manufactured Item Created: 'MER1001' New BOM will contain: 1 Stainless Steel Die 1 Motor 1 Power Supply 1 Controller 1 Fan Motor 1 Power Cord Create Routing If a Routing exists for the Feature Item, the routing record will be copied to the new Item. All fields are identical to the Feature Item Routing with the exception of the Item No. Synchronize Records to Master Database An Item Master record, Item Location record and Bill Of Material records for the new item will be created in the Master Database. All fields will be identical to the corresponding records in the local database.
'Q' type Order Archive: When the order copy process is complete, the original 'Q' type Order Header, Line Items and option configuration details will be saved to archive tables (to be created) as follows: Quote Header History (QTHDRHIS_SQL) Structure is identical to OEORDHDR_SQL with the addition of two fields: Convert_Dt (Date/Time) - Date of conversion from 'Q' to 'O' type order New_Ord_No (Char 8) - Order No of the 'O' type order created from this Quote Quote Line History (History (QTLINHIS_SQL) Structure is identical to OEORDLIN_SQL with the addition of one field: New_Ord_No (Char 8) - Order No of the 'O' type order created from this Quote Quote Option History (QTOPTHIS_SQL) Structure is identical to IMORDBLD_SQL with the addition of one field: New_Ord_No (Char 8) - Order No of the 'O' type order created from this Quote Quote Header and Line Comment History (QTCMTHIS_SQL) Structure is identical to OELINCMT_SQL with the addition of one field: New_Ord_No (Char 8) - Order No of the 'O' type order created from this Quote The completed process will be reported back the user via a message box. 'Q' Type Order Delete: After archiving, the original 'Q' type order will be deleted from the OE Header and Line Item files. The Option Configuration will be deleted form the IM Order Build table. Note: Because the regular functions of the 'Quote Convert' process in Macola are being replaced by this enhancement, it is necessary for the user to exit from the 'Q' order before the enhancement can delete the 'Q' type order. Consequently, the 'Q' type order will continue to exist after the 'Done!' message is received, until the user exits the order entry screen. |
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