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.
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.
|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.
|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.
|Checklist||Opens the assigned document Checklist.|
|Attributes||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.|
|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.|
|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).|
|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).|
|Create Item & Prod. Structure||Used with the integration of COSMO Process Manufacturing (see Integration of COSMO Process Manufacturing).|
|Line Texts||If you have the integration with Advanced Manufacturing Suite (AMS), this action is available. For more information, see COSMO Text Module.|
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.
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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