WIXLIB

GuideJune 1996ConfigurationManagementRelease A7.3Item # A73CEACF

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Where Do I Look?Online oundationSystem Administrationand EnvironmentFundamentalsUnderstanding YourEnvironmentCreating and MaintainingEnvironmentsSetting Up SecurityUpgrading Your SystemCommonFoundationPrerequisiteJ.D. EdwardsSoftware FundamentalsUsing MenusGetting HelpCustomizing DataReporting

Important Note for Students inTraining ClassesThis guide is a source book foronline helps, training classes, anduser reference. Training classesmay not cover all the topicscontained here.

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# ! #% !% # # * & ' #' ( # # # ! #% ! !# &# SectionChapter 1OverviewTasksWhat You Should KnowAboutField DescriptionsProcessing OptionsExercises/Test Yourself % !!# !# % !% # % )! &% % & % %#& % !# !% ( # # ## # %& % !% # ' # ) # & ,% % # * &# & &% % # & % % % % ) % ! * & % # % "& * Conventions Used in this Guide ( % # ' ! ( & % & # # % # % ' # % # ( ( % # ' # % # * % ' # % & ! ! % % % # % ! % % ! % % !# &# # % # % ! % # !# % # # # ) !% ( # %

Table of ContentsConfiguration Management Overview823%, -3%'1!3).- -3%1/1)2% %04)1%,%-32 !--)-' !- 7%#43).- %5)%6 %1,2 !- .-#%/32 -! 89)-' .41 .-&)'41% 3%, %!341%2 !" %2 %-4 5%15)%6 1!)-)-' !22 !2% 34 8 7!,/ % -3%1)-' ! ! %2 1 %1 &.1 ! .1* )&3 Configuration Management Setup ".43 .-&)'41!3).- !-!'%,%-3 %34/ %3 / 3%, -&.1,!3).- %33)-' / 3%, -&.1,!3).- -3%1)-' 3%, !23%1 -&.1,!3).- -3%1)-' 1!-#( !-3 -&.1,!3).- -3%1)-' ! ) .& !3%1)! -3%1)-' .43)-'2 %3 / )231)"43).- -&.1,!3).- %33)-' / )231)"43).- -&.1,!3).- %33)-' / )-% 8/%2 %33)-' / 1 %1 #3)5)38 4 %2 %33)-' / 1)#% -&.1,!3).- %33)-' / 1)#)-' 1.4/2 %33)-' / )2#.4-3)-' -&.1,!3).- %3 / .-23!-32 %33)-' / .-23!-32 %3 / %',%-32 %33)-' / %',%-32 %33)-' / ! %',%-3 %33)-' / 2%1 %&)-% . %2 .#!3)-' %',%-3 -&.1,!3).- %3 / 1.22: %',%-3 )3)-' 4 %2 %33)-' / 1.22: %',%-3 )3)-' 4 %2 .')# 3!3%,%-32 11.1 %22!'%2 %33)-' / 1.22: %',%-3 .')# %33)-' / 423., 11.1 %22!'%2 %5)%6)-' 1.22: %',%-3 )3)-' -&.1,!3).- - %123!- %1)5% ! #4 !3).-2 ".43 %1)5% ! #4 !3).-2 '%"1!)# .1,4 !2 Release A7.3 (June 1996)

Configuration Management&(-&.3 &'&1&. &2 1*(/./-&31* ".% /("1*3)-* 4. 3*/.2 4#231*.(2 /. "3&."3*/.2 &'&1&. *.( 73&1.", *&,%2 &'&1&. *.( 73&1.", 1/(1"-2 ", 4,"3*.( -"13 "132 &3 0 22&-#,8 . ,42*/. 4,&2 &33*.( 0 22&-#,8 . ,42*/. 4,&2 /(* 3"3&-&.32 %5". &% 22&-#,8 . ,42*/. 4,&2 &'*.*.( 22&-#,8 . ,42*/. 4,&2 1/ &22*.( 03*/.2 '/1 22&-#,8 . ,42*/. 4,&2 / "3*.( 22&-#,8 . ,42*/. 4,&2 .%&123".% "#,&2 #/43 "#,&2 7"-0,& 4,3*0,& &(-&.32 7" 3 / 7"-0,& 4,3*0,& &(-&.32 /,4-. / &3 0 "#,&2 &33*.( 0 "#,&2 &33*.( 0 "#,& *-&.2*/.2 1/ &22*.( 03*/.2 '/1 "#,& &'*.*3*/. &33*.( 0 /.'*(41&% 3&- 1/229 &'&1&. & 1/ &22*.( 03*/.2 '/1 /.'*(41&% 3&- 1/22 &'&1&. & &33*.( 0 "#,& ",4&2 1/ &22*.( 03*/.2 '/1 "#,& &82 *. *.( " "#,& 3/ ". 22&-#,8 . ,42*/. 4,& 1*.3*.( "#,& .'/1-"3*/. 1*.3 &0/132 1*.3*.( &0/132 1*.3*.( &(-&.3 .'/1-"3*/. 1*.3*.( 1/229 &(-&.3 %*3*.( 4,&2 1*.3*.( 22&-#,8 . ,42*/. 4,&2 Configured Item Sales Orders #/43 ",&2 1%&12 !/1 6*3) /.'*(41&% 3&- ",&2 1%&12 !/1 *.( 6*3) /.'*(41&% 3&- ",&2 1%&12 .3&1*.( " ",&2 1%&1 *. &73 /%& .3&1*.( " ",&2 1%&1 *. 22*23&% /%& .3&1*.( " ",&2 1%&1 *. 22*23&% 1/-03 /%& !/1 *.( 6*3) 11/1 &22"(&2 !/1 *.( 6*3) 22/ *"3&% &73 &5*2*.( " ",&2 1%&1 '/1 " /.'*(41&% 3&- /.5&13*.( ",&2 4/3&2 '/1 /.'*(41&% 3&-2 1/ &22*.( 03*/.2 '/1 ",&2 1%&1 .318 &3"*, Release A7.3 (June 1996)

Configured Items #054 0/'*(52&% 4&.3 20 &33 !02, 2%&23 20 &33*/( !02, 2%&23 20 &33*/( 14*0/3 '02 !02, 2%&2 &/&2"4*0/ 20 &33*/( 14*0/3 '02 5#3934&. "*/4&/"/ & !02,*/( 7*4) 0/'*(52&% 42*/( *34029 !02,*/( 7*4) 0/'*(52&% 42*/( *34029 &/&2"4*/( 4)& 0/'*(52&% 42*/( *34029 &6*&7*/( 4)& 0/'*(52&% 42*/( *34029 /%&234"/% 0/'*(52&% 4&.3 "/% "/5'" 452*/( #054 0/'*(52&% 4&.3 "/% "/5'" 452*/( &6*&7*/( 0523 8".1-& &6*&7*/( 0523 &6*&7*/( 5"/4*4*&3 8".1-& &6*&7*/( 5"/4*4*&3 !02,*/( !*4) "/5'" 452*/( 05/4*/( !02,*/( 7*4) 20%5 4 034*/( !02,*/( 7*4) !02, 2%&2 0.1-&4*0/3 /%&234"/% 0/'*(52&% 4&.3 "/% *342*#54*0/ #054 0/'*(52&% 4&.3 "/% *342*#54*0/ !02,*/( 7*4) 0/'*(52&% 4&. /6&/4029 8".1-& 335&3 8".1-& 2"/3'&23 8".1-& % 534.&/43 )& ,*/( 6"*-"#*-*49 8".1-& 5."29 6"*-"#*-*49 8".1-& &4"*-&% 6"*-"#*-*49 8".1-& &6*&7*/( 5340.&2 &26* & /'02."4*0/ !02,*/( 7*4) * , *343 8".1-& * , *343 !02,*/( 7*4) )*1.&/43 !02,*/( 7*4) /60* &3 8".1-& /60* & 11&/%*8 : "4" 0%&- 11&/%*8 : 5/ 4*0/"- &26&23 /%&8 -033"29 Release A7.3 (June 1996) */%&8 (

Configuration ManagementRelease A7.3 (June 1996)

Overview

Configuration Management–8Release A7.3 (June 1996)

Configuration Management Overview "- ! ") ()& &' ' &# ) (' ( ( & " && " ! "( # #! #" "(' ( ( )'(#! & #& &' " ( ' "* &#"! "( ! ") ()& & '' ! ' & * & (# " &# ) (' &#! & ( * - #! #" "(' " )'(#! &' #& &' ( - ' - ()& ' " # ( #"' #)( ( &# ) ( " -#) "( & ' ' #& & #& #" )& ( ! ( #" )& ( #" " ! "( '-'( ! ' -' ' & ' # " # ' ( " -#) "' &%) '( #"' #)( ( ( ! ' ' ! "(' ()& ' " # ( #"' '-'( ! * & ' ' ! "( * ) "'( )' & " " #&! ( #" ') ' &) ' " )' & " # ( ' # # ' ( #" )& ( #" ' * ( '-'( ! &# '' '( #& & ( #) ' () #& #" )& ( #" " ! "( " #! , ( & & ! " " (' )& " ' () -#) !)'( " ( # # " " #&! ( #" #"'( "(' ! "(' &#''.' ! "( ( " &) ' '' ! - " )' #" &) ' # * & ' & ') ( # )' " #" )& ( #" " ! "( -#) " ' & " &( ")! &'& ( -" ! #& #& & &(' '(' " &#)( " ' &#* #& #& & '(#&- " #" )& ( #" ) ( (& ' ! &#* #& & )& - #&( " ( ! ' &#* (( & ! & " " #&! ( #" ! &#* )'(#! & ' &* , ! ' # ! ") ()& &' # (- - )' #" )& ( #" " ! "(" ) )&" ()& " ,()& ' & &# ) (' ) " &# ) (' #!! & & "( "Release A7.3 (June 1996)1–1

Configuration Management ! " ! " ! ! ! " ! ! " !System Integration " ! ! % ! ! ! ! ! ! " ! ! ! "! % ! ! ! # Configuration ManagementConfigured item segmentsCross segment editing rulesAssembly inclusion rulesSales OrderEntrySales ordersWork ordersWork order parts listRoutingPricesStandard costingProcess Work Orders1–2Release A7.3 (June 1996)

& ! " " !" # ! "" # # " # ! # ! "" & % ! # ! "" # # ! ! # ! # ! " ! ' " # " " " # !# ! ! #" ! # # " ! ! # ! # " # # ! ' ! ! # " # # " # ! " ! # " # ! " # # ! # # & # # ! # ! " ! # & ! ! !" # "" (Enterprise Requirements Planning and Execution Review ! # # " ( "("# " # # ! ! " ! #" ' # "("# " # # ! ! " ! #" ' # "("# # ! # ( ! % # !( ! ! " ! " # % ! ! #" ! # " # " " * # ! "("# # # ! ) " ( ! # " # # # # " " # ! ! " ! #" ' # "("# " # & & ! " "("# " Release A7.3 (June 1996)1–3

Configuration ManagementERPx Enterprise Requirements Planning and ExecutionStrategicBusinessPlanProduct Data Management(Systems 30 and 48)Product Costing (System 31)Configuration Management(System 32)Inventory Management(System 41)Sales Order Management(Systems 40 and 42)TacticalPlanResource Requirements Planning(System 33)Forecasting(System 36)Distribution RequirementsPlanning (System 34)Master Production Schedule(System 34)Rough Cut Capacity Planning(System 33)OperationalPlanMaterial Requirements Planning(System 34)Capacity Requirements Planning(System 33)Purchasing Order Management(Systems 40 and 43)Shop Floor Control(System 31)ExecutionFinite SchedulerManufacturing Accounting(System 31)1–4Release A7.3 (June 1996)

Terms and Concepts A configured item is comprised of different featuresrequested by a customer, for example, a forklift. Theconfigured item name can be alphanumeric. You associatesegments with the configured item. For example, theconfigured item FORKLIFT-A contains the followingsegments:FORKLIFT-A Segment 10 (Lift Rating)Segment 20 (Power Type)Segment 30 (Boom Height)When you set up a configured item, you define segmentsto represent characteristics of a configured item, such asan optional paint color or a lift rating. For example:Segment 10 (Lift Rating) 2000 pounds4000 pounds6000 poundsSegment 40 (Paint) STANDARDCUSTOMA segment might also be called a feature or an option. During sales order entry, the system joins the segmentsand expresses the configuration as a string of segmentsseparated by a delimiter. For example:2000/PROPANE/10/BLUE/P Release A7.3 (June 1996)You can set up a configured subassembly within aconfigured item. For example, the configured itemFORKLIFT-A contains a configured subassembly for aBOOM.1–5

Configuration Management Use crossĆsegment editing rules to establish therelationships between the configured item segments withlogic statements. This enables you to avoid invalidcombinations and prevent invalid sales orders. The systemedits the segments on the sales order against thesecrossĆsegment editing rules and displays error messagesfor information that violates the rules. For example: segment 10 (Lift Rating) 6000 pounds, segment30 (Boom Height) must 12 (feet) segment 30 mustbe 10 (feet). Use assembly inclusion rules to translate requestedoptions and values from sales order entry into the specificcomponents, operations, and calculated values necessaryto build and price the configured item. For example: segment 10 6000 segment 30 10, use partF170, use part F175.Analyzing Your Configured ItemBefore you work with Configuration Management, ensure that you can answerthe following questions about your configured items: How do customers order the configured item? How will the configured item be priced? Which components make up the configured items? Which routings do the configured items require? Which calculations are required to support prices, components, androuting steps?This information will help you determine the sequence of questions. This isimportant because you can define levels of questions within multiĆlevelconfigured items. Knowing this information before you set up this system willsave time during setup.1–6Release A7.3 (June 1996)

Features % *' ) % # ) (-() # " ( -%* )% & ' %'# ) %""%, * ) % ( & - ' )- % )*' ( %&) % ( , ) % *' ) # ( # )( () " ( ' " ) % ( &( ), %&) % ( )% &' ) " &'% * ) % *' ) % ( #*") ." " % *' ) #( #*") &" ((% ) ,%'! %' '( () " ( *") "* ( %' ' ( %' %&) % ( )*' ( " *" ) "* ( %' %&) % ( , ) " ' ) % ( ' ) ' '*" ( ) ) *( '%(( ' &" )( ' ) (( # "- "*( % '*" ( ) ) % )'%" &' *()# )( '%*) ( & ')( ) " % "* ( ) ) ( ' ' - (( # "- "*( % '*" (Tables % *' ) % # ) (-() # *( ( ) %""%, ) " ( Configured ItemSegments (F3291)% ) ( ) ( # )( %' ) % *' ) #( % ) ) # () ' ' " )CrossĆSegment EditingRules (F3292) ( ) ' " ) % ( &( #% ) % *' ) #( ( # )(Configurator Constants(F3209) )%' ( % () )( ) ) -%* )% % )'%" &'% (( )) ' &" ) " "Values Detail (F32921) )%' ( ) ) % ( %' '%((.( # ) ) '*" ( (( # "- "*( % '*" (Range Detail (F32922) )%' ( ) ) % ( %' '%((.( # ) ) '*" ( (( # "- "*( % '*" (Assembly InclusionRules (F3293) )%' ( ) %#&% )( '%*) ( " *" ) % ( &' *()# )( %' % *' ) #(Configured StringHistory (F3294) )%' ( ) ()%'- %' ) % *' ) #( % "" ) % *' ) % ( %' ' Release A7.3 (June 1996)1–7

Configuration Management1–8Configured StringMaster (F32941) Configured StringSegments (F32942) Rules Table Definition(F3281) Configured Item/RulesTable Cross Reference(F3282) Rules Table ValueDefinition (F32821) Table Detail (F3283) Item Master (F4101) Branch/Plant (F4102) Item Location (F41021) Cost Ledger (F4102) Base Price (F4106) Sales Order Detail(F4211) Sales Order Header(F4201) Release A7.3 (June 1996)

Menu Overview ConfiguratorG32Configurator SetupG3241Release A7.3 (June 1996)Advanced ConfiguratorG32311–9