Configurator · Options
The answers. An option with an item puts a part in the product; one without is a characteristic that changes price and paperwork.
Where to find it
- Module: Supply Chain
- Group: More
- Section: Reachable by link
- Screen: Configurator · Options
Address in the console: /scm/config-options
List · 12 columns · 18 fields on its form · 4 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Model | Code | model_no |
| Question | Text | class_name |
| Code | Code | code |
| Option | Text | name |
| Item | Code | item_no |
| Price change | Amount | price_delta |
| Lead days | Number | lead_time_delta_days |
| Default | Yes or no | is_default |
| Standard | Yes or no | is_mandatory |
| Forces ETO | Yes or no | forces_engineering |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Model required | Choice | Looked up from existing records | |
| Question required | Choice | Looked up from existing records | |
| Code required | Text | ||
| Option required | Text | ||
| Description | Text | ||
| Item it adds | Choice | Looked up from existing records | Leave empty for a characteristic that adds no part. |
| Quantity | Number | ||
| Price change | Number | ||
| Cost change | Number | ||
| Lead time change (days) | Number | ||
| Weight change (kg) | Number | ||
| Chosen by default | Yes or no | ||
| Fitted as standard, cannot be removed | Yes or no | ||
| Turns the whole order into engineer-to-order | Yes or no | One special bracket is all it takes, and the order screen has to know. | |
| Order | Number | ||
| Active | Yes or no | ||
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Reachable by link
- Item · Organizations
- Item · Sales
- Item · Purchasing
- Item · Planning
- Item · Work Definition
- Item · Engineering Revisions
- Item · Stocking Policy
- Item · Warehouse
- Item · Quality
- Item · Costing
- Item · Lot & Serial Control
- Supplier Sites
- Supplier · Buying Context
- Supplier · Financial
- Supplier · Bank Details
- Supplier · Certifications
- Supplier · Diversity
- Supplier · Exclusions
- Configurator · Questions
- Configurator · Rules
- Slotting Recommendations
- Load Stops
- On the Deck
- Rate Bands
- Freight Order Lines
- Quote Options
- Customs Lines
- Freight Invoice Lines
- Schedule Entries