Checklists
Checklists in COSMO Discrete Manufacturing provide a standardized handling of orders and are assigned to items. During the handling of a sales order or construction order, the checklists serve as the templates of the order specification. Thereby the assumed options and rules are defaulted. Checklists can also be used in purchase documents, service documents, and service item worksheet.
The checklists consist of questions and answers that can be captured in separate templates as master data. Dependence between questions and answers are defined with formulas and rules, so that only plausible answers to a question can be captured.
The checklists can be used in the following ways:
- As system-oriented illustration of manual checklists.
The checklist contains a questionnaire that you can process like a conventional checklist to guarantee that all relevant questions for handling of an order are asked. - As dynamic checklists without reference to Master BOMs.
With this kind of use, logic is integrated into the checklist that supports you during processing. Through the logic invalid options are faded out automatically or wrongly selected options are acknowledged with an error message. This use serves only for the process security during the handling of an order, without which a compelling configuration is intended. - As dynamic checklists with an integrated logic as the basis for an automatic generation of a parts list.
In this option, the inputs made in the checklist are used to provide the course of the configuration parts lists automatically when relating to orders. - As dynamic checklists with optional item-based price calculation.
If an item is assigned to a checklist line, Business Central's standard pricing is applied (price lists if enabled, otherwise classic pricing). The calculated amount is written to the Add. Charge/Price Reduction field on the line; related discount fields are updated. Mixed use of priced and non-priced lines is supported.
After Checklist Templates are created, they are assigned to an item. Several checklists can be assigned to an item, which allows for the handling of different requirements, such as selling or construction. For more information, see Checklist.
During the handling of an order, the Checklist Template is copied to the order and the information is entered and selected in the "Document Checklist"; the Checklist Template itself is never changed.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Learn general information about working with checklists. | Checklist Basics |
| Learn about the Checklist Question page. | Checklist Questions |
| Learn about the Checklist Answer page. | Checklist Answers |
| Learn about the Checklist Template page. | Checklist Templates |
| Learn how to add a table lookup to the Input field in checklist lines. | Table Lookup in Input Field |
| Learn how to use the Checklist Copilot to describe technical configurations in natural language. | Copilot for Checklists |
Feedback
Submit feedback for this page .