Configurator Setup > Setting Up QAD Configurator > Maintaining Configurable Items
  
Maintaining Configurable Items
Use Configurable Item Maintenance to create, view, edit, or delete configurable items in QAD Configurator. You can also define some default settings for variant items created from a configurable item. Adding a configurable item in QAD Configurator is a process of selecting a parent item in QAD EA and defining it as a configurable item.

Configurable Item Maintenance
Configurable Item
Select a configurable item to view, modify, or delete. Click the New button to add a new configurable item.
Note: In QAD 2008.1 Enterprise and later, configurable items cannot have item replacement records and cannot be memo items.
Description
The field displays the description from the QAD EA item details.
Lock Configurable Item
Select this option to lock the configurable item so that it cannot be configured in the questionnaire; clear the check box to unlock it.
SO Type
Designate the configurable item as a product structure, a physical or a phantom kit. The default type is BOM.
Note: If the configurable item has been designated as a planning item, you cannot change its SO type to Physical or Phantom.
BOM: One sales order or quote line is created for the variant item.
Physical: A physical kit is used in situations where the kit is pre-assembled and can be placed in inventory. If a configurable item is designated a physical kit, the following applies:
A final assembly item is generated and retained.
A standard product structure is generated and retained.
The first line of the quote or sales order is the top-level kit. The system designates this line as a memo line. The pricing for the entire kit appears on this line.
Each level-one component of the kit has its own quote or sales order line. The line-item quantity is the quantity defined in the kit product structure. The price for each component is $0.00.
Pricing for the kit can use all standard pricing methods including QAD Configurator feature/options based pricing.
Phantom: A phantom kit is used in situations where the kit is assembled and shipped using the QAD EA pick list and is never in inventory. For a phantom kit:
No final assembly item or product structure is retained.
Each component of the kit has its own quote or sales order line. The line-item quantity is the quantity defined in the generic product structure or product configuration rule. Pricing for each individual component can be turned on or off in Variant Product Structure Rule Maintenance; for example, a free user manual when a system is purchased.
Pricing for the kit can use all standard pricing methods including QAD Configurator feature/options based pricing.
Analyzed
This field indicates whether the configurable item has been processed by the QAD Configurator Analyzer. If it has been analyzed, the other two fields show the date and time the configurable item was last analyzed. You can click the Analyze button to force reanalysis of this configurable item.
Variant P/M
Specify the default P/M type of variant items created from the current configurable item.
Configurable P/M
Displays the P/M type of the current configurable item.
Configuration Selection
specify the method to be used to select a configuration in the questionnaire for variant items created from this configurable item. When you have finished answering questions in the questionnaire, QAD Configurator displays a browse window showing all the configurations that have the same answers for the configuration key features. It can also highlight one particular configuration in the browse window. You can then select either the highlighted configuration, or another configuration from the list. The options for the selection method are as follows:
Just created configuration: QAD Configurator always highlights the configuration you have created, regardless of the other existing configurations.
Select last matching: QAD Configurator highlights the most recently created matching configuration.
Select first matching: QAD Configurator highlights the oldest matching configuration.
Auto Select
Specify whether variant item number is selected automatically by QAD Configurator or manually by the user.
Configuration Retention
Specify how QAD Configurator handles generated variant items.
Variant Item-Site Record/Site Variable
Specify for each configurable item, whether to create item-site data along with item master records when the system generates variants from the configurable item, and if so, which sites to use to create item-site data.
Note: When the item-site data creation feature is disabled during system installation, these two fields are grayed. For information about switching off the item-site data creation feature, see Installation Guide: QAD Configurator.
None: The variants are non-site-specific and there is no variant item-site data.
Current site only: The system generates variant item-site data to a particular site.
If you choose this option, make sure that you specify a valid site variable for creating item-site data in the Configurator questionnaire. A valid site variable is a site associated with the configurable item as defined in Item-Site Planning Maintenance (1.4.17) in QAD EA.
When you access the questionnaire from a sales order or sales quote, the site variable defaults from the site in the sales order or quote header. However, if the header site is not valid, the site variable then defaults from the default site of the configurable item;. When you access the stand-alone questionnaire function, the site variable defaults from the default site of the configurable item.
All sites: The system generates variant item-site data to all the sites that are defined in Item-Site Planning Maintenance.
When you create variant items at the end of the configuration process, the system creates the variant item data.
Note: During variant item creation, the system only copies the item-site planning data from the configurable item to the variant. Item-site inventory and cost data are not copied. It is recommended that you leave the item cost and inventory fields blank when you set up data for a configurable item. During variant item creation, inventory and cost data can be automatically calculated by roll-up.
The variant item data depends on the Variant Item-Site Record option you choose for the current configurable item.
 
 
None
Current Site Only
All Sites
Item master
Yes
Yes
Yes
Product structure
Yes
Yes
Yes
Routing
Yes
Yes
Yes
Cost data (if cost roll-up is selected)
Yes
Yes
Yes
Item-site planning data
 
Yes (specific to the specified site)
Yes (specific to all the sites associated with the configurable item)
Item-site inventory data
 
Yes (specific to the specified site)
Yes (specific to all the sites associated with the configurable item)
Item-site cost data (if cost roll-up is selected)
 
Yes (specific to the specified site)
Yes (specific to all the sites associated with the configurable item)
If the Variant Item-Site Record option is Current Site Only, when you reload an existing configuration with variant items, the system checks whether a different site variable has been specified than the one previously used to generate the existing variant items. If so, the system creates additional variant item-site data specific to the new site variable.
Note: Configurable items on multiple levels of a product structure cannot share the site variable.
Show Existing Configurations
Specify whether and how to display existing configurations in the Configurator questionnaire:
First: Display existing configurations on launching the questionnaire.
Second: Display the new configuration on launching the questionnaire.
On request: When launching the questionnaire, display a message asking the user whether to show existing configurations.
No: Hide the Existing Configurations tab in the questionnaire.
Show All Options of Feature
Specify whether to show all feature options. If this setting is selected, the excluded options, which are not available to select, can be seen as dimmed. If this setting is not selected, you cannot see the excluded options.
Variant Item Cost Roll-Up
Indicate whether the cost roll-up function is to be applied to this item.
Cost Set
Specify the cost set to use in cost roll-up calculations. This field only applies when cost roll-up is in use. Note that the system does not let you roll up an average GL cost set.
Calculate Configuration Price
Select the check box if you want to use pricing for this configurable item. If you do not select this check box, there is a Pricing column in the questionnaire, but no pricing information appears. The remaining pricing fields on this screen apply only when you select the Use Pricing check box.
Allow Net Price Changes
Select the check box if you want to change the calculated net price for a specific component that is selected in the questionnaire.
Note: This setting does not apply for the integration of the Configurator questionnaire with QAD CSS (an add-on product for QAD EA).
Allow manual price list changes
Select the check box if you want to update the manual price list of a selected component while running the questionnaire.
Note: This setting is for internal use; it does not work for questionnaire shown in QAD CSS.
Store All Pricing Info
Specify how much pricing information is stored by QAD Configurator. If you select this check box, QAD Configurator stores the pricing information of all the components that can be selected in the questionnaire. If you have performance concerns, do not select this check box; then only the pricing information of the actual option chosen is in QAD Configurator.
Create a Price List
Specify whether you want the system to create price lists for generated variant items. If you select this option, make sure that you specify list price and net price variables to store price information.
Customer Specific List Price
This setting only applies when Create a Price List is selected. By default, this setting is selected when Create a Price List is selected. This setting is to control whether the price list for list price, created by the system, is customer-specific or not.
If this check box is selected, the price list for list price, which is created by the system, is based on the current customer.
If this check box is not selected, the created price list for list price is general, not customer specific.
Whether the check box is selected or not, the created price list for net price is always customer-specific.
List Price Variable
Specify the variable to store the list price. List price represents the unit price before applicable discounts or markups are applied. This value is used by the system to calculate the net price. The list price is posted to the Sales account during invoice post. If there is a difference between the net price and list price, the difference is posted to the Sales Discount account.
Net Price Variable
Specify the variable to store the net price. The net price represents what the customer pays. It prints on all formal documents and helps calculate taxes, sales margins, and commission amounts. Any difference between the list and net price is posted to the Sales Discount account during invoice post.
The following table lists the effects of different combinations of choices for Auto Select, Configuration Selection, and Configuration Retention.

Field Combination Effects
 
Configuration Selection
Auto Select
Configuration Retention
Effect
Just Created
Yes
Retain all Configurations and Disabled
QAD Configurator always creates a variant and keeps all configurations.
Just Created
No
Retain all Configurations and Disabled
The Configuration Selection browse is opened and the Just Created Configuration is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
The variant part number is assigned to the new configuration and this new configuration is returned to pcsod_det.
If the new configuration is selected and accepted, it creates a variant from this configuration and this configuration is returned to pcsod_det.
First matching
Yes
No Duplicates
The first matching configuration (if available) is selected.
This variant part number is automatically returned to the SO line (bypassing the Configuration Selection browse).
The new configuration is deleted and the selected configuration is returned to pcsod_det.
First matching
Yes
No Customer Duplicates
The first matching customer-configuration or first matching configuration (if available) is selected.
This variant part number is automatically on the SO line (bypassing the Configuration Selection browse).
If a customer-configuration match was found, the new configuration is deleted and the existing resid is returned to pcsod_det. If a configuration match were found for a different customer, the matching variant part number is assigned to the new configuration and the new configuration is assigned to pcsod_det.
First matching
Yes
Retain All Configurations
The first matching configuration (if available) is selected.
This variant part number is automatically on the SO line (bypassing the Configuration Selection browse).
The variant part number is assigned to the new configuration and this new configuration is returned to pcsod_det.
First matching
No
No Duplicates
The Configuration Selection browse is opened and the first matching configuration (if available) is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
The new configuration is deleted and the selected configuration is returned to pcsod_det.
First matching
No
No Customer Duplicates
The Configuration Selection browse is opened and the first matching customer-configuration or, if not available, the first matching configuration (if available) is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
If a customer-configuration match was found, the new configuration is deleted and the existing resid is returned to pcsod_det. If a configuration match were found for a different customer, the matching variant part number is assigned to the new configuration and the new configuration is assigned to pcsod_det.
First matching
No
Retain All Configurations
The Configuration Selection browse is opened and the first matching configuration (if available) is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
The variant part number is assigned to the new configuration and this new configuration is returned to pcsod_det.
If the new configuration is selected and accepted, the system creates a variant from this configuration and this configuration is returned to pcsod_det.
Last matching
Yes
No Duplicates
The last matching configuration (if available) is selected.
This variant part number is automatically on the SO line (bypassing the Configuration Selection browse).
The new configuration is deleted and the selected configuration is returned to pcsod_det.
Last matching
Yes
No Customer Duplicates
The last matching customer-configuration or last matching configuration (if available) is selected.
This variant part number is automatically on the SO line (bypassing the Configuration Selection browse).
If a customer-configuration match was found, the new configuration is deleted and the existing resid is returned to pcsod_det. If a configuration match were found for a different customer, the matching variant part number is assigned to the new configuration and the new configuration is assigned to pcsod_det.
Last matching
Yes
Retain All Configurations
The last matching configuration (if available) is selected.
This variant part number is automatically on the SO line (bypassing the Configuration Selection browse).
The variant part number is assigned to the new configuration and this new configuration is returned to pcsod_det.
Last matching
No
No Duplicates
The Configuration Selection browse is opened and the last matching configuration (if available) is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
The new configuration is deleted and the selected configuration is returned to pcsod_det.
Last matching
No
No Customer Duplicates
The Configuration Selection browse is opened and the last matching customer-configuration or, if not available, the last matching configuration (if available) is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
If a customer-configuration match was found, the new configuration is deleted and the existing resid is returned to pcsod_det. If a Configuration match were found for a different customer, the matching variant part number is assigned to the new configuration and the new configuration is assigned to pcsod_det.
Last matching
No
Retain All Configurations
The Configuration Selection browse is opened and the last matching configuration (if available) is highlighted.
The variant part number selected and accepted in the browse is returned to the SO line.
The variant part number is assigned to the new configuration and this new configuration is returned to pcsod_det.
When the new configuration is selected and accepted, the system creates a variant from the configuration and this configuration is returned to pcsod_det.