Configuring a Job or Item

To configure a job or item on the Job Orders form:

Select the item or enter the job number.

When you save the job, the Configure button is enabled.

Note: The selected item must be designated as "Job Configurable" on the Items form, General tab. A job must have a status of Firm.
Click Configure.

The configuration user interface (UI) for the item displays. The information you select from the UI can be used to configure the job or item.
Configure the job or item. See the configuration application's documentation for additional information.

Note: When you are in a configuration session, the system prevents you from accessing any SyteLine forms or online help.
After the system returns the configured job or item, process it according to your standard procedures.
After processing, the system updates the Job Orders form with the configuration information .

Notes:

Rules can be defined that place an Infor CPQ 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 sourced job or order line to remove the hold in Infor CPQ, or you can select the Actions > Remove Config Hold menu option in SyteLine. The button label is updated to Configure-Complete and the Config Hold field is cleared. The configuration hold extends to any sub-jobs. Those sub-jobs cannot be released until the hold is removed.
After a job is configured, you can manually change the job order routing from item to co-product. However, if you do this, you cannot reconfigure the line item. Also, normal SyteLine business rules will apply to the job - you must complete the product mix master and operational steps to complete the co-product job.