Adding a Configured Item in Order Entry

Note:  This information applies only to Product Configurator.

You can perform this procedure on the Customer Order Lines form or the Estimate Lines form.

  1. Add an order entry line item to an order or estimate.
  2. Select the item number of a planning item that can be configured.
  3. On the Features tab, select the item to be used for each feature group.
  4. The Config String field is now enabled on the Customer Order Lines or Estimate Lines form.
  5. If you want to create this newly configured item as a permanent part of the inventory, click Create Item.
Note:  The behavior of the Create Item button is based on the Create Feature setting on theInventory Parameters form. If that field is set to No Create, then Create Item does not add the item to inventory.