Configuring the Product

One of the most important activities within the quotation cycle is to configure the equipment with the various attributes that will determine what the final equipment will look like. The Equipment Configurator is used to complete this process from either the Equipment Quotation Detail > Configure button, or from the Equipment Search and Connect > Configuration button.

Note: When reconfiguring the equipment, existing information such as promotions are not recalculated automatically.
  1. The Equipment Configurator shows an overview of the configured equipment including its sales and cost price. You can use the drop-down fields to select the various attributes that the customer requires. The options and defaults are pre-determined by the product setup. As new attributes are selected then the sales and cost prices will be updated.
    Note: Cost price is shown only if the user settings are configured accordingly.
  2. The Equipment Configurator shows the list of attribute display groups and the list of attributes connected to the selected display group.

    By right-clicking in the attribute area of the Equipment Configurator, you can decide which columns should be visible.

  3. When an attribute in the list is selected, its content is expanded and can be selected or edited.
    1. Available values for string attributes are displayed in a list from which the desired value can be selected. To remove an earlier selection without changing to a new value, select the attribute to expand the list and click Delete.
    2. Numeric attributes are displayed with an edit box where the desired value can be entered. While moving the cursor over a box a tool tip is displayed with from / to, multiple value and number of decimals, if defined.
    Note: If the Equipment Configurator is started from anything but an editable quotation, it will run in View mode. The text View is shown the lower left-hand corner and actual attribute values are displayed. These attributes cannot be changed.
  4. If there are images defined in the Infor Document Management, connected to attribute values, those will be displayed as miniatures in the value list and will be enlarged if placing the cursor over the miniature.
  5. Whenever an attribute value is changed, it will be validated and any conflicts (e.g. defined dependencies between attributes/values) will be indicated with a yellow warning sign.
    Note: A conflict is indicated for the attribute defined as a result attribute in a dependency relation.
  6. Text that is attached to an attribute is defined with an icon containing an image of a letter 'i'. Select the icon to open the attachment.
  7. Click Save to save the configuration.
    Note: Before saving the configuration, it is possible to go back to the start point (or to the latest saved point) at any time by clicking Revert.