Prototype Item in Sales Line
A prototype for a finished good item can be entered directly in the Sales Quote or Sales Order line. Therefore, the Formula Value of the prototype item's attributes must be entered in the Item Card because when requesting the Master BOM to the Document BOM/Construction Order, the designated attributes on the sales lines will be calculated first.
When a prototype item is entered on a sales line, and an existing item is found, the Master BOM will not be recalculated. The Document BOM or the Construction Order that is linked to the found prototype item will be copied. The Document BOM or Construction Order information can be found in the Prototype BOM Type and Prototype BOM No. fields on the Item Card.
Example – Use Prototype Item in Sales Quote
In the following video, a prototype item has been created for the Conveyor Machine based on the power entered in the Document Checklist. A placeholder for the POWER value was added to the item description and the POWER variable was added to the Item Attributes with the Relevant to Prototype checkbox selected. The Prototype No. Series is specific to this item, so that if a new item is created, it will use the same item number with an extended incremental number, e.g., D-1000-0001, D-1000-0002, and so on.
No additional setup has been done in the Master BOMs or Checklist Templates (see the example in Prototype Items in Master BOMs for information about the base setup).
A Sales Quote has been created for this prototype item. In the Document Checklist, the power value of 90 is entered. The Run Configuration Automatically action is run and the prototype item in the sales line is replaced with a new item (D-1000-0001). The placeholder in the Description fields is updated with the power value of 90. The Sales Line Attributes have also been updated with the power value. In the Item Card, the Created from Prototype field is set with the original prototype item and the Prototype BOM field indicates the Document BOM number that the prototype was created from.
Another sales quote is created and a power value of 90 is entered again in the Document Checklist. When the Run Configuration Automatically action is run, the prototype item is replaced with the existing item D-1000-0001 created in the previous sales quote because it matches the power specification. In the Item Card, the Created from Prototype and Prototype BOM fields are set with the prototype item and Document BOM from the previous sales quote.
Finally, another sales quote is created and the default power value of 100 is used in the Document Checklist. When the Run Configuration Automatically action is run, the prototype item is replaced with a new item (D-1000-0002) because no existing item matches the power specification. In the Item Card, the Created from Prototype field is set with the original prototype item and the Prototype BOM field indicates the new Document BOM number that the prototype was created from.
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