Maintaining Variant Item Product Structure Rules
Use Variant Product Structure Rule Maintenance to define selection and assignment rules for component items in the generic product structure.
If no selection rule has been defined for a component in the generic product structure, the system always selects the component into the variant product structure, unless its parent item is excluded from the variant product structure by its selection rules.
Variant Product Structure Rule Maintenance
To select a component item in a configurable item product structure:
1 Specify a configurable item number in the Configurable Item field. The item’s description displays next to the configurable item number.
2 If the configurable item has a multi-level product structure, do one of the following to view its child components:
• Select the number of levels you want to expand the product structure in the Levels drop-down list.
• Click the left arrow next to a parent component to display its sub-components.
If a component already has selection and assignment rules defined, they are displayed in the Selection Rule and Assignment Rule columns respectively in the product structure table.
3 You can filter the components in the generic product structure.
To filter the components:
Click the Filter icon next to the Levels drop-down list; then specify in the Filter window which type of components you want to display in the generic product structure.
Variant Product Structure Rule Filter
Select the type of items to display as defined in QAD EA. See QAD EA documentation for descriptions of these item types.
Include Phantom Items
Clear this check box to exclude phantom items when displaying specified P/M types of items; otherwise, select this check box.
Select this check box to filter items using their effective start and end dates.
Effective Start Date <= Today <= Effective End Date
The system always displays items with no effective start and end dates.
Note: The default filter settings are defined in Master Group Maintenance.
Click OK to apply the filter.
4 Click the component whose selection rule or assignment rule you want to edit.
Defining Selection Rules
Define selection rules under the Selection Rule Tab. When defining a selection rule, you may have three options:
• Create a selection rule from scratch
• Use a general selection rule. General selection rules are defined in General Product Structure Rules Maintenance.
• Create a selection rule based on a general selection rule.
To edit a selection rule:
You can either manually enter the rule by directly typing the statements in the Rule box or use the Rule Assistant to assist you in the process. See Using the Rule Assistant
Click Syntax Check to validate the rule syntax. If syntax errors are found, error messages display and the status becomes Failed.
Click Save to save the rule. On saving the rule, the system performs a syntax check on the rule. If syntax errors are found, error messages display.
To use a general selection rule:
Select Use General Product Structure Rule above the Selection Rule box. When a general selection rule is found, it displays in non-editable mode in the Selection Rule box after you confirm to overwrite the existing selection rule. If no general selection rule has been defined for this item, the system informs you that no general selection rule is available.
To copy from a general selection rule:
Click the Copy from General Rule button to duplicate the general selection rule into the Selection Rule box. If no general selection rule has been defined for this item, the system informs you that no general selection rule is available.
To copy a selection rule to the general selection rule:
Click the Copy to General Rule button. If no general selection rule has been defined for the item, the current selection rule is duplicated to the general selection rule. If a general selection rule exists for the item, the system notifies you that you cannot overwrite the existing general selection rule. The general selection rule you create this way can be maintained in General Product Structure Rule Maintenance.
Defining Assignment Rules
Define assignment rules under the Assignment Rule tab. The Assignment Rule tab displays the number of assignment rules for your reference. You can define multiple assignment rules for a component.
Assignment Rule List
To create an assignment rule:
1 Click the New button on the toolbar above the assignment rule list. The Assignment Rule Maintenance window displays.
Assignment Rule Maintenance
2 Specify a field to which to apply the assignment rule from the Field list, which contains all the fields in the product structure table (ps_mstr) in QAD EA.
4 Click Check Syntax to validate the rule syntax. If syntax errors are found, error messages display and the status becomes Failed. The assignment rule can still be saved without having to pass the syntax check.
5 Click OK to save the rule and close the window.
To specify the assignment rule for multiple fields:
Use the drop-down list located next to the Field field to move from field to field for specifying the assignment rules.
To open an existing assignment rule for editing:
Double-click the assignment rule in the assignment rule list or select it and click the Modify button on the toolbar.
To delete an existing assignment rule:
Select the assignment rule in the assignment rule list and click the Delete button on the toolbar.