Feature - Convert F4=Custom Prod Stru Window's Components to Regular Line Items

Release Date - 6/7/2018

Sometimes a customer may be a distributor  who has the ability to assemble components instead of buying a parent item preassembled. The distributor may ask to purchase just the components to build the parent item themselves. During the quotation process, the distributor often asks how much it costs if they buy the components. To price out the components individually, the sales rep would have to enter the components one by one in the line item screen to prepare the quote. This can be somewhat time consuming. 

This feature gives the user the ability add the parent's components to an order through the “F4”=Custom Prod Stru" window that is available from the price field. 

First, the user should add the parent item and the correct quantity ordered to the order. Once added, bring the item up in Change mode and access the price field. From here, press the F4 key.



If a routing exists for the parent item, the user will encounter this message:



Answer No to this prompt to view the parent item's components.

The user can control which screen is displayed first - the component screen or the price screen. This is controlled through Global Setup-> COP-Func-> Order Line Item Screen-> Field 37. Custom WO Structure Default 1st Screen:


 
37. Custom WO Structure Default 1st Screen - Valid options are "C" to show the component screen and "P" to show the price screen. The default is the component screen.

If this options is not set, the component selection screen is shown. 



The following options are available from this screen:
Any Change: Answering Y to this prompt will allow the user to change the Qty Per field for a component. A component can also be deleted from the list. Answering N to this prompt will return the user to the Order Line Item screen.
F1=Price: Pressing the F1 key will display a screen showing a list of components with the unit cost (if user has permission to view this information), unit price, and extended price. 
F2=Comp to Line: Pressing the F2 key will copy the components to the Order Line Item file and delete the original parent line item. The user will be returned to the Line Item screen.

If the user does not have permission to see item cost information, the following screen is shown when the F1 key is pressed:



If the user does have permission to see item cost information, the following screen is shown when the F1 key is pressed:



The user has the following options available from this screen:

Any Change: Answering Y to this prompt will allow the user to change the Unit Price field for a component. A component can also be deleted from the list. Answering N to this prompt will return the user to the Order Line Item screen.
F1=Comp: Pressing the F1 key will return the user to the component list showing component quantity per information.
F2=Comp to Line: Pressing the F2 key will copy the components to the Order Line Item file and delete the original parent line item. The user will be returned to the Line Item screen.

There are more options available when the user accesses unit price field for a component.



Once the user accesses the unit price field, they are able to change the unit price, use the F2 key to delete a component, or press the F5 key to access the advanced options for this item.

If the component price is accessed, the application will verify if the unit price is less than the item minimum price or the item's cost. If it is, the user will either be given a warning message or they will be prevented from continuing without resolving the situation. 



The F5=Adv Options allows the user to do the following:



Stock Status Inquiry: Choosing this option will drill down to the Stock Status Inquiry for the selected component.



Item Invoice History: Choosing this option will drill down to the Item Invoice History Inquiry for the selected item. From this screen the user can choose to return a price from a previous invoice.



Customer Invoice History:  Choosing this option will drill down to the Custom Invoice History Inquiry for the selected item. From this screen the user can choose to return a price from a previous invoice.



Display Price Window: Choosing this option will show the user pricing quantity breaks based on prices codes that are on file. Any pricing changes made here are returned to the Component Price screen.



Enter Total Price: Choosing this option will allow the user to set a new total price for the parent item.



This option also has F5 advanced options that perform the following functions:



Parent Item Price Window: Choosing this option will show the user pricing quantity breaks based on prices codes that are on file for the parent item. Any pricing changes made here are returned to the New Total Price field where the user can press Enter to accept this price or press the abort key to revert to the original price.  
Item Invoice History for Parent: Choosing this option will drill down to the Item Invoice History Inquiry for the parent item. From this screen the user can choose to return a price from a previous invoice to the New Total Price field. The user can press Enter to accept this price or press the abort key to revert to the original price.  
Customer Invoice History: Choosing this option will drill down to the Custom Invoice History Inquiry for the parent item. From this screen the user can choose to return a price from a previous invoice to the New Total Price field. The user can press Enter to accept this price or press the abort key to revert to the original price.  


Once a new total price is entered, the Total Price, Total Cost, Margin and Margin Percent displayed on the bottom of the screen will be updated. The user is presented with a list of possible options:



Recalc Unit Price By Unit Cost: This option will proportionally redistribute the new price over all the components based on the component's unit cost. The new component price and extended price are displayed for all components.
Recalc Unit Price By Unit Price: This option will proportionally redistribute the new price over all the components based on the component's unit price.  The new component price and extended price are displayed for all components.
Re-Enter Total Price: This option allows the user to enter a new unit price and recalculate the Total Price, Total Cost, Margin, and Margin Percent.
Abort: This option will abort the process and return the component prices to their original state.

Once the user exits this option, they are returned to the Component Price field.

Enter Total Disc%: The user can enter a discount percent that is applied to the original price of all of the components. 



Once entered, the amount is applied to the Total Price Field and the Margin and Margin Pct are updated to reflect the new amount. The user will then have several options to choose from:



Recalc Unit Price By Unit Cost: This option will proportionally redistribute the new price over all the components based on the component's unit cost. The new component price and extended price are displayed for all components.
Recalc Unit Price By Unit Price: This option will proportionally redistribute the new price over all the components based on the component's unit price. The new component price and extended price are displayed for all components.
Re-Enter Total Disc%: This option allows the user to enter a new total discount percent and recalculate the Total Price, Total Cost, Margin, and Margin Percent.
Abort: This option will abort the process and return the component prices to their original state.

Enter Comp Disc%The user can enter a discount percent that is applied to the selected component. 



Once entered, the amount is applied to the component price field and the Total Price, Margin and Margin Pct fields are updated to reflect the new amount. The user will then have several options to choose from:  



Re-Enter Comp Disc%:  This option allows the user to enter a new component discount percent and recalculate the component price, Total Price, Total Cost, Margin, and Margin Percent.
Abort:  This option will abort the process and return the component prices to their original state.


From either the Component or Price screen, the user can press the F2 key to replace the parent line item with the components. Any changes made to the components will be reflected in the line items that are created. The application will also verify if the total price is less than the total minimum price or the total cost. If it is, the user will either be given a warning message or they will be prevented from continuing without resolving the situation.


The user is returned to the Order Line Item screen. The parent item line item is deleted and is replaced with the components.



Programs Modified: CP0111.CBL, CP0115BM.CBL, CPORDOPT.FD, CPINVOPT.FD, CPHODOPT.FD
CLS

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