Configuring an Item from a Customer Order Line (Regular or Blanket)

To configure a customer order line or blanket line, do the following:

  1. Access the Customer Order Lines, Customer Order Blanket Lines, or Customer Orders Quick Entry form.
  2. Add or update a configurable line item.
  3. Save the line item and click Configure. The configuration user interface for the item displays.
  4. Configure the line item. Refer to the configuration application's documentation for additional information.
    Note:  When you are in a configuration session, the system prevents you from accessing any CloudSuite Business forms or online help.
  5. After the system returns the configured line item, process it in CloudSuite Business according to your standard procedures.

After processing, the system updates the form with the configuration information.

Note: 
  • For regular line items, if Auto Job Generation is set to Always for this item on the Items form General tab, a cross-reference job is automatically created.

    If Auto Job Generation is set to Prompt, the system asks if you want to create a cross-reference job.

  • For blanket line items, the job is not created until a release is created. (The Always and Prompt options do not apply to blanket orders.)
  • Rules can be defined that place an Infor Configure Price Quote configuration on hold if, for example, an option in the configuration requires approval. When the original user completes the configuration, the Configure button for the line is set to Configure-HOLD, and the Config Hold field is selected. When a configuration is approved, you can either reconfigure the order line to remove the hold in Infor CPQ, or you can select the Actions > Remove Config Hold menu option in CloudSuite Business. The button label is updated to Configure-Complete and the Config Hold field is cleared.

    For customer order lines, the configuration hold extends to any jobs that are sourced from the order line. Those jobs cannot be released until the hold is removed.

    You can create releases for a blanket order line with a configuration hold. The releases and any cross-referenced jobs are also on hold. To approve a sourced job for the held release, you can either reconfigure the job to remove the hold in Infor CPQ, or you can select the Actions > Remove Config Hold menu option for the job in CloudSuite Business.

  • The system uses the configuration in effect at the time you perform a cross-reference.
  • For regular orders, you configure the item and cross-reference it from the line item. If you reconfigure the item, the original job is deleted and a new one is created.

    For blanket orders, you configure the item from the Customer Order Blanket Lines form and cross-reference it from the Customer Order Blanket Releases form. If you reconfigure the blanket line, it does not affect the jobs for any releases that are already cross-referenced. All releases that are not yet cross-referenced to jobs will use the new configuration on their jobs.

  • If an item becomes obsolete, the system does not allow the obsolete part to be issued from stock.

    The obsolete item must be manually removed from the model.

  • The value of each line item on an order is calculated to determine credit limit. When a configured line is generated and passed to Customer Orders, the completed line is checked against the customer's available credit.
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