Workflow for dimensional cut products

You can interface Infor CPQ product configurator with Value Add. You can configure and track the raw material for product manufacturing that requires material products to be cut with dimensions (cuts for length and width). With CPQ and the Value Add module serving as the work order system, you can define dimensional cuts, assign materials to be cut, and track the results of the cuts.

The process begins with a customer’s request for a product that requires dimensional cuts. When a customer requests a product, a sales rep enters a sales order quote and ties it to a VA quote. Then, either the sames rep or a belting specialist uses VA Order Entry to access CPQ to configure the product. Product configuration with CPQ can occur during sales order entry through the value add workflow, or it can occur later after the sales order entry process is complete. The configured product information is sent to Distribution SX.e for continued order processing. The workflow for dimensional cut product configuration after sales order entry is described here:

  1. A salesrep enters a quote for a customer’s request of a product that requires dimensional cuts and ties the sales order quote to a VA quote. The VA quote is created without sections.
    Note:  Any default values from VA Product Default Setup are ignored for a configured product unless the Include Line Item Products from VA Setup Product Inventory Sections option is enabled in SA Administrator Options-Integrations-Configurator Options. When this option is enabled, the pre-defined inventory components from VA Product Default Setup template sections are retained when configuring a VA order within CPQ Enterprise Configurator.
  2. A workflow alert notifies a VA specialist that a quote for a dimension cut product has been created.
  3. The VA specialist obtains the exact requirements from the customer, accesses the quote in VA Order Entry and then, from VA Order Entry, accesses CPQ to configure the product. Comments, sections, and lines in VA Order Entry are retained, but are not part of the configuration done in CPQ.
  4. In CPQ, the VA specialist specifies the product materials and the cuts. The CPQ configuration creates these sections:
    • An IN section for holding the inventory component lines
    • An IT section for tracking internal labor for the work order
    • An IS inspection section when inspection is set in the CPQ application
    Material products are added as lines in the inventory (IN) section and cut dimensions are stored with the line. Configuration notes and comments are stored with the VA order. Cut dimensions are stored with the line. The area of the cut determines the quantity needed.
  5. The VA specialist indicates that the configuration of the VA Quote is complete, and a workflow alert notifies the salesrep.
  6. The salesrep prices the quote and sends it to the customer for approval. After the quote is approved, the quote is converted to a sales order and inventory reserved. The sales order is fulfilled through the VA order using the standard Distribution SX.e processing for dimensional products.
  7. A workflow alert notifies a VA specialist that the quote has been converted to an order. In VA Order Entry, the VA specialist confirms that all required sections have been added to the VA order. In VA Cut Allocation Work Center, any adjustments to allocated inventory can be made.
  8. In VA Shipping Feedback Entry, a VA specialist provides the lot numbers, ships the inventory for the VA order, and completes the GL postings for the inventory.
    Note: After the IN section is shipped, do not access CPQ from VA Order Entry again for this order.
  9. Typically, the VA order includes one internal processing (IT) section. A VA specialist can add labor lines to the IT section in VA Internal Labor Time Entry or VA Order Entry and complete the IT section in VA Receipt of Inventory Entry. If the IT section is the final section on the VA order, then the VA order is complete and these events occur:
    • The product is placed in inventory
    • GL postings for placing the product in inventory occur.
    • New lot cut records are created and the product material lot record is adjusted.
    • An II - Inventory In section may be created to return scrap to unavailable inventory.
    • The sales order line can be filled and shipped to the customer.
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