Activating Configurations by Site for multisite

To use the Configurations by Site functionality, the Configurations by Site field must be set to Active.

The activation status is displayed in the Concept Activation (tcemm4600m000) session and on the Enterprise Structures tab of the Implemented Software Components (tccom0100s000) session.

To set the activation status to Active, a manual activation process may be required. See Multisite activation outline for the conditions that determine whether manual activation of the Configurations by Site concept is required.

The manual activation process is performed in the Concept Activation (tcemm4600m000) session. Before you can manually activate the Configurations by Site functionality, the status of the other multisite concepts must be set to Active.

The manual activation process includes these steps:

  1. Directly available after LN installation.

    After installing the latest version of LN, Configurations by Site parameters is set to Active.

  2. Set the parameter status to In Preparation.
    1. Click In Preparationin the Activation Activities section on the Configurations by Site tab of the Concept Activation (tcemm4600m000) session.
      The
    2. In the In Preparation (tccom0234m000) session, click Run to launch the In Preparation process.

    If required, you can select the Simulate check box to run the update process in simulation mode before launching the actual process.

    In this process, these steps are completed for each company of the current multicompany environment, including the financial companies:

    • For external sites and external planning clusters, various new fields become available and are given initial values.

    • The status changes from Inactive to In Preparation.

      See Resources by Site – external planning clusters and sites.

    The activation activities must be executed as a normal user and are applicable only if one of these check boxes are selected for the specific company in the Implemented Software Components (tccom0100s000) session:
    • Product Configurator (PCF)
    • Infor Configurator (CPQ)
  3. Preparation and activation activities.
    1. Generate the item configuration data.
      The item configuration data is generated using the Generate Item - Configuration (tipcf0230m900) session for all the configurable items other than the assembly items.

      The item configuration data by site is created only for one site that is currently assigned for production. This is the job shop site assigned in the Item - Production (tiipd0101m000) session.

    2. Generate generic job shop bills of material data.
      The new generic job shop bills of material data is generated using the Generate Generic Job Shop Bills of Material (tipcf3211m900) session.

      For an existing bill of material, one new generic job shop bill of material is created for the job shop site. This is applicable for the items with Order System set to Planned or Manual (non-FAS).

      By default, the new bill of material (BOM) is created only if the Default Supply Source is Job Shop, for the involved site. One can choose to generate for source Subcontracting also.

      In addition to the fields that are defaulted from the existing routing, the generic job shop routing header includes these new fields that are defaulted from the Item - Production (tiipd0101m000)session:
      • BOM Quantity
      Note: The Configurable Structures (tipcf3150m000) is generated with the generic job shop bill of material, the subcontracting model, the assembly bill of material (BOM).
    3. Generate generic job shop routings.
      The Generate Generic Job Shop Routings (tipcf3221m900) session is used to create the generic job shop routings data in the Generic Job Shop Routings (tipcf3121m000)session based on the data defined in the Generic Routing (tipcf3120m000) session. This is the new job shop routing of each existing routing for the job shop site of the item.
      In addition to the fields that are defaulted from the existing routing, the generic job shop routing header includes new fields that are defaulted from the Item - Production (tiipd0101m000)session:
      • Routing Quantity
      • Subcontracting With Material Flow
      • Lead Time
    4. Generate generic subcontracting models.
      The Generate Generic Subcontracting Models (tipcf3215m900) session is used to create the generic subcontracting model data in the Generic Subcontracting Model (tipcf3115m000) based on the data defined in the Generic Bill of Material (tipcf3110m000) session. This is the new model of each existing bill of material for the job shop site of the item.

      This is applicable for the items with Order System set to Planned or Manual (non-FAS).

    5. Generate generic assembly list of material.
      This step is applicable only if the Assembly (APL/ASC/ASL) check box is selected for the specific company in the Implemented Software Components (tccom0100s000) session.

      The Generic Assembly Bills of Material (tipcf3117m000)session is used to generate the generic assembly bill of material based on the Generic Bill of Material (tipcf3110m000) session. This is a new bill of material of each existing bill of material for the job shop site of the item. This is applicable only for the items with Order System set to FAS.

      The bill of material is linked to the site of the assembly line of the item.

    6. Generate job shop planning bills of material.
      The Generate Job Shop Planning Bills of Material (cprpd3246m900) session is used to create the job shop bills of material data in the Job Shop Planning Bills of Material (cprpd3146m000)session from:
      • The Generic Bill of Material (tipcf3110m000)session for the items that are configured by Infor Product Configurator (PCF).
      • The Generic Planning Bill of Material (cprpd3145m000)session for the items that are configured by Infor Configurator (CPQ).

      The planning bill of material includes the revision control, which means that the data is controlled on the BOM header instead of the lines.

      Note: In case the planning bill of material is created using the Generic Bill of Material (tipcf3110m000) session, the site of the bill of material (BOM) is defaulted from the Items - Planning (cprpd1100m000) session.
    7. Generate job shop planning routings.
      The Job Shop Planning Routings (cprpd3156m000)session is generated based on the data defined in:
      • The Generic Planning Routing (cprpd3150m000) for the items that are configured by Infor Configurator (CPQ).
      • The Generic Routing (tipcf3120m000) sessions for the items that are configured by Infor Product Configurator (PCF).
    8. Generate subcontracting planning models.
      The subcontracting planning model/list of materials data can be generated based on the data defined in the Generic Planning Bill of Material (cprpd3145m000) and the Generic Bill of Material (tipcf3110m000) sessions for the items with Actual Supply Sourcefield set to Subcontract.
    9. Validate
      The final step of the preparation stage is the validation of the master data created in the previous activation activities.
    10. Activate

    The activation activities are not applicable for financial companies.

    The validate step verifies if activation activities are performed correctly. You must validate each activation activity after you complete the activation activity. Incomplete or incorrect data may affect the results of subsequent activation activities.

    You must also perform the validation as the final step of the preparation stage. When validating the activation activities, validate the data as often as required until all the errors listed in the report are resolved.

    To validate an activation activity, in the Activation Activity (tcemm4610m000) session, select Validate Configurations by Site on the appropriate menu and select a validation option in the Validate Configurations by Site (tccom0236m000) session.

    The step titles in this list refer to the activation activity in the Concept Activation (tcemm4600m000) session. The sessions referred to in each step are accessed from the Activation Activity (tcemm4610m000) session.

  4. Activation.
    Click Activate on the Configurations by Site tab of the Concept Activation (tcemm4600m000) session.
    Note: This option is applicable only for super users.
    Conversion is performed for:
    • The Product Variant, to set the production site field for all variants.
    • The Project Parts, to select the new Use in Project Cost Calculation check box.

    After activation, the Product Configurator (PCF) parameters are defined at the company level in the Product Configuration Parameters (tipcf0100m000) session. The new constraint prefixes are set automatically.

    The status changes from In Preparation to Active for each company of the current multicompany environment.

    Note: If the Product Configurator (PCF) and Infor Configurator (CPQ)check boxes are cleared in the Implemented Software Components (tccom0100s000) session, just one action is required. The Activate button on the Configurations by Site tab sets the parameter directly to Active, and no conversion is required.