Checklist Templates
The Checklist Template page is accessed using Tell Me. Choose the 
icon, enter Checklist Templates, and then choose the related link. Choose the New action to create a template or the Edit action to open an existing one.
Information entered in the General and Calculation FastTabs on this page are valid for all checklist lines.
General FastTab
The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Code | This field is the identification of the checklist. The code must be unique and can contain up to 20 characters. |
| Description and Description 2 | Description of the checklist, each allows a maximum of 50 characters. |
| Checklist Type | Classifies the checklist. |
| Automatic Recalculation | Determines if the formulas inserted in the checklist lines (that are set up for automatic recalculation) are automatically recalculated after an entry is made. If this toggle is turned off, all lines need to be manually calculated, regardless of the automatic recalculation setting on the line. |
| Show Sub-Checklists | Determines if sub-checklists are displayed below the related checklist lines in the Checklist document. If this toggle is turned off, sub-checklists can be accessed manually on the Checklist document. |
| Open Immediately | If turned on, and the checklist template is copied to a Sales Quote/Order and/or a Purchase Quote/Order line, the copied Checklist document will open automatically after the Quantity has been entered. |
| Language | Default language of the checklist template or the translated language that is available for the template if the Find/Create Translation function is run; used with checklist translations (see Checklist Translations). |
| Status | Indicates the status of the checklist. The options are: - New: This is the default status when a Checklist Template is created. In this status, the Checklist Template can be edited. - Certified: With this status, the checklist can be used in sales and purchase documents and construction orders. In this status, a Checklist Template cannot be edited. If an uncertified checklist is copied to a document, a message opens. - Under Development: This status indicates that a Checklist Template is being worked on. After the changes are made, the Status field must be set to Certified. - Closed: This status indicates that this checklist template is no longer in use. |
| Version Nos. | Reference to the number series for checklist versions. |
| Last Status Modified Date | Date of the last status change of the checklist. |
| Last Status Modified User ID | User ID of the last person who changed the status on the checklist. |
| Last Date Modified | Date of the last change to the checklist. |
| Modified User ID | User ID of the last person who changed the checklist. |
| Act. Version No. | Number of the current checklist version. |
| Test Checklist No. | Indicates the number of the Test Checklist. |
| Auto. Calculate Price | Determines if the price gets calculated and transferred automatically to the sales line when the Document Checklist is closed. For more information, see Automatic Configuration. |
| Auto. Create Document BOM | Determines if the Document BOM is created automatically when the Run Configuration Automatically action is used. For more information, see Automatic Configuration. |
| Auto. Create Calculation | Determines if the Document BOM Calculation is created automatically when the Run Configuration Automatically action is used. For more information, see Automatic Configuration. |
| Auto. Transfer Lines To Sales Document | Determines if Document BOM lines set for Transfer to Sales Document are transferred automatically when the Run Configuration Automatically action is used. For more information, see Automatic Configuration and Transfer Lines to Sales Documents. |
| Auto. Create Prod. Order | Determines if a Production Order is created automatically when the Run Configuration Automatically action is used. For more information, see Automatic Configuration. |
Lines FastTab
The checklist lines can be entered either manually or from pre-defined checklist questions/answers. If using the pre-defined checklist questions, all fields from the question and answer mappings are copied into the checklist lines and can be changed.
| Field | Description |
|---|---|
| Type | The following line type options are available: - Question: Indicates that the line is a question. In the No. field, a valid pre-defined question can be selected. - Answer: Indicates that the line is an answer. Answers are assigned to the question above it. If the More Answers Possible checkbox is not selected for the question, only one answer for each question can be selected. With this type, no further dependence between question and answer exists. - Headline: Lines that are inserted for clarity as headings. - Selection Option: Selection options are assigned to a question and normally do not have their own variables. The value of a selection option is entered in the Input field of the question (see Variables and Attributes for additional information about using this checklist answer type). |
| Level | Provides the basis of a question/answer hierarchy. NOTE: When Type = Selection Option, the options must always be one level deeper than the associated question. |
| Description | Contains the description of the line. The description depends on the selection in the Type field: - If a value is entered into the No. field, then the Description field is automatically populated with the corresponding description. - Otherwise, the field is blank and needs to be filled in with the proper question or answer to be displayed on the checklist. |
| Input Type | Definition of the data type that is expected of an answer. The options are Text, Decimal, Date, Time, Boolean, and Integer. |
| Selected | Default value for an answer. This field is only valid when the Type field is set to Answer and the Input Type field is set to Boolean. |
| Value for Input | This field is only relevant with a Type of Selection Option. Here a value can be assigned to a selection option. With this value the further calculation is then accomplished in the checklist. For example, the question about a color can be assigned the answer (the color blue = value 1). The assigned value is displayed in the Input field on the checklist question line. If no value is assigned, the description of the answer in the Input field is given. |
| Input | Input field for answers and questions. This field refers to the input type. The Input Type field determines which inputs are permitted. With the Input Type of Boolean, a "Y" or "Yes" or "N" or "No" must be entered in the Input field. The Selected checkbox is then activated if "Y" or "Yes" is entered. When a question has answers that have the Type field set to Selection Option, choose the ellipsis button in the Input field to select from the different selection options. |
| More Answers Possible | Indicates that several answers are possible for the question, but only if the Type field on the answer is set to Answer. |
| Variable for Dynamic BOM / Formula Function / Value of Function / Value of Function (alphanum.) / Value of Function is Default / Always Overwrite / Formula Show Line / Show Line / Formula Message / Message Exists / Formula Mandatory Input / Automatic Recalculation / Recalculate on Opening / Free Text | See Dynamic Checklist. |
| Input not editable | Determines if the Input and Selected fields can be changed manually or not. |
| Description Bold | Select this checkbox to bold the text in the Description field on the checklist. NOTE: This field has no style influence when Description Color = yellow (never bold) or green (always bold). |
| Description Color | In this field, the color of the text in the Description field is specified. The options are black, blue, red [italicized], green [bold], and yellow. |
| No. | Selecting a number is only possible with questions and answers. The number corresponds to the Code field on the checklist questions and answers. |
| Translation Code | Contains the translation code generated from the Find/Create Translation function. For more information, see Checklist Translations. |
| Input Description | Additional description of the answer with a maximum of 80 characters. |
| Mandatory Input | If selected, then the Input field must be filled in on this line. |
| Comment | Additional remarks can be entered in this field. With questions, the remark is replaced with the master data. |
| Component Type | Here you can specify a component type. The options are <Blank>, Account (G/L), Item, Resource, Work Center, and Machine Center. When a component type is used, the related G/L account, item, resource, work or machine center can be selected in the Input field on the line. |
| Rounding Precision | In this field, the exact rounding of the input number can be determined. |
| Low/Upper Limit | In these fields, assign a range of values to an answer. If an answer is entered in the checklist which is below the value defined as Low Limit or above the value defined as Upper Limit, an error message opens. However, this only works for Input Type = Decimal or Integer. |
| Item Category Code | This field is considered on a checklist template line that has the Type field set to Answer and the Component Type field set to Item. Choose the ellipsis button in the Input field on this answer line to see and select from the items that belong to this item category. |
| Sub-Checklist Template Code | If necessary, alternative checklists can be assigned to a checklist line. In this field, the code of the sub-checklist is entered. |
| Add. Charge/Price Reduction | See Price Calculation with Checklist. |
| Formula Add. Charge/Price Reduction | See Price Calculation with Checklist. |
| Discount Possible | See Price Calculation with Checklist. |
| Line Discount | See Price Calculation with Checklist. |
| Add. Weight/Weight Reduction | See Price Calculation with Checklist. |
| Get Value from Table | Indicates the table of origin. The options are Sales Header, Sales Line, Construction Header, Purchase Header, Purchase Line, Service Item, and Service Header. |
| Get Value from Table ID | Automatically populated with the number of the table selected in the Get Value from Table field. |
| Get Value from Field ID | Indicates the field from which data from the selected table is to be transferred. |
| Get Value from Field | Automatically populated with the name of the field selected in the Get Value from Field ID field. |
| Lookup Table No. | See Table Lookup in Input Field. |
| Lookup Table Caption | See Table Lookup in Input Field. |
| Lookup Value from Field No. | See Table Lookup in Input Field. |
| Lookup Value from Field No. Caption | See Table Lookup in Input Field. |
| Lookup Table Field No. for Input Description | See Table Lookup in Input Field. |
| Lookup Table Field Caption for Input Description | See Table Lookup in Input Field. |
| Lookup Page No. | See Table Lookup in Input Field. |
| Lookup Page Caption | See Table Lookup in Input Field. |
| Lookup Table Filter exists | See Table Lookup in Input Field. |
| Mfg.-Dim Code for Variable for Dynamic BOM | If you are using the integration with COSMO Process Manufacturing, a manufacturing dimension that is defined on a variable will be automatically entered in this field when a variable is entered in the Variable for Dynamic BOM field. This allows a lookup to the manufacturing dimension values via the Input field. For more information, see Lookup to Manufacturing Dimension Values in Checklist Lines. |
| Description (T) | Contains the translated description if translations are used. For more information, see Checklist Translations. |
| Input Description (T) | Contains the translated input description if translations are used. For more information, see Variable Option Translations on Document Checklists. |
| Picture exists | Indicates if a picture has been assigned to the checklist line. For more information, see Checklist Line Pictures. |
| Line Text exists | If you have the integration with Advanced Manufacturing Suite (AMS), this field is visible. For more information, see Text in Master BOMs and Checklists. |
Checklist Line Pictures
Similar to the Checklist Questions and Answers, a picture can be assigned directly to a Checklist Line Template and Checklist Line Version and then displayed in the Checklist Picture FactBox. The picture will also be displayed for the document-related checklist line. The Picture exists field on the checklist line indicates if a picture exists.
To assign a picture to a checklist line
- Select the line.
- Choose the drop-down arrow in the Checklist Picture FactBox.
- Choose the Import action to select a stored picture.
- Follow the screen prompts to import the picture.
The picture is displayed in the Checklist Picture FactBox and the Picture exists field on the line is updated to indicate the existence of the picture.
Calculation FastTab
The fields on the Calculation FastTab are explained in Price Calculation with Checklist.
Actions
The actions on the Checklist Template page are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Recalculate | Recalculates formulas only in the checklist lines. For more information, see Price Calculation with Checklist. | |
| Calculate Price | Activates new price calculations in the Calculation FastTab for changes in the checklist lines. For more information, see Price Calculation with Checklist. | |
| Find/Create Translations | Finds existing translations or creates new translations for lines with an empty Translation Code field. For more information, see Find/Create Translation Function. | |
| Check Structure | Checks the structure of the Checklist Template, such as question/answer levels, variable names, and formulas. Can be run manually but is also run automatically when the template is certified. | |
| Create Test Checklist | Simulates a document checklist for the Checklist Template without using an item and a document to check the appearance and functionality. | |
| Related > Checklist | Version | Opens the Checklist Versions page where new or existing versions can be created or viewed. |
| Where-Used | Opens the Item Checklist Relations page that shows the items where the checklist is assigned. | |
| Copy from | Opens the Copy Checklist Template request page where an existing checklist template/version can be copied to another checklist template. |
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