Sales Quote
In the Sales Quote, order-related BOMs and checklists can be added on a sales line basis. This means that it is possible to include an item several times in the sales lines, but each time with a different specification. When a configurable item is entered, the assigned checklist template is automatically copied and is available as a document checklist.
The following sections describe functionality added to standard Microsoft Dynamics 365 Business Central for COSMO Discrete Manufacturing.
Lines FastTab
The fields and actions on the Lines FastTab that are specific to COSMO Discrete Manufacturing are covered in this section.
Fields in Lines FastTab
The fields in the Lines FastTab are described in the following table.
| Field | Description |
|---|---|
| Checklist No. | Indicates the number of the assigned Checklist (see Checklists). |
| Document BOM No. | Indicates the number of the assigned Document BOM (see Document BOM). |
| Starting Date | Calculated through the Schedule function of the Document BOM (see Actions Menu). In the case of series of operations (Type field is set to Work Center, Machine Center, or Resource) the start date of the series of operations is entered here. The field can be changed manually. |
| Ending Date | Calculated through the Schedule function of the Document BOM (see Actions Menu). In the case of series of operations (Type field is set to Work Center, Machine Center, or Resource) the end date of the series of operations is entered here. The field can be changed manually. NOTE: Upon quote creation, this field is initialized by "Shipment Date" minus one day. |
| Document Schedule | Indicates whether a Document Schedule exists for the sales line (see Document Schedules). |
| Max. Planned Ending Date | Displays the maximum planned ending dates from the linked Document Schedule, which helps identify if there is a date conflict. For more information, see Document Schedules. |
| Max. Expected Ending Date | Displays the maximum expected ending date from the linked Document Schedule, which helps identify if there is a date conflict. For more information, see Document Schedules. |
| Blanket Order Exists | Indicates whether an assigned Blanket Sales Order exists for the sales line. |
Actions on Line Menu
The actions on the Line menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Checklist | Opens the assigned document Checklist. | |
| Attributes (DM) | Opens the Sales Line Attributes page, where attributes and attribute variants are assigned to the item in the sales line. This assignment applies only for the sales line. If attributes have already been assigned to the item in the item master, these are transferred to the sales line but can be modified here. | |
| Run Configuration Automatically | Creates a Document BOM and transfers Document BOM lines set with Transfer to Sales Document to the Sales Quote lines. For more information, see Automatic Configuration. | |
| Document BOM | Document BOM | Opens the Document BOM. If no document BOM exists when this action is selected, the Request BOM function is run automatically to create one. |
| Document BOM | Calculation Doc. BOM | Opens the Calculation Card or Calculations page to create a new calculation or to view an existing calculation for the Document BOM (see Document BOM Calculations). |
| Document BOM | Schedule Document BOM | Schedules the Document BOM based on the Starting Date and Ending Date from the sales line. For more information, see the Schedule action. |
| Document BOM | Transfer Lines to Sales Document | Transfers all Document BOM Lines with Transfer to Sales Document = Yes to the current Sales Quote/Order lines. If the marked component (item) is an assembly group, a new Document BOM (with the copied assembly group) will be assigned to the new Sales Line. The source Document BOM Lines are deleted after transferring to the Sales Lines. Additionally, existing reservations are transferred to the target lines. For more information, see Transfer Lines to Sales Documents. |
| Document BOM | Create Items & BOMs | Creates new Production BOMs and Master BOMs using the Sales Quote line. New Items are also created and will be written to the Sales Quote line. For more information, see Create Items and BOMs. If the integration of COSMO Process Manufacturing is used, this action will create a new Production Structure using the Sales Quote line. For more information, see Items and Production Structures from Configurations. |
| Split Quote Line | Opens the Sales Line Splitting page where sales lines – which already have checklists and/or Document BOMs – can be split into separate lines for individual configuration (see Sales Line Splitting). | |
| Characteristic Search Tree | Opens the Characteristic Search Tree page, where an item can be searched using characteristics (see Search Characteristics). | |
| Document Schedule | Either opens a generated Document Schedule or you are asked to create one (see Operation Scheduling). | |
| Line Texts | If you have the integration with Advanced Manufacturing Suite (AMS), this action is available. For more information, see COSMO Text Module. |
Building FastTab
The fields on the Building FastTab identify a building site address and are for informational purposes only. The values in these fields are transferred to posted documents and the corresponding fields on the Shipping and Building FastTab of the sales order if the Make Order function is used.
Actions Menu
If you have the integration with Advanced Manufacturing Suite (AMS), the Header Texts and Footer Texts actions are also available by choosing Actions > Quote. For more information, see COSMO Text Module.
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