Setup > Configurator > Configurator selections 

This function is used to generate a product selection window with the possibility:

 To select, enter the quantities, calculate the costs ...

 To activate or de-activate the previously created filters.

The product selection windows can be used in autonomous mode from the entry of the quotes and orders, inserted in a script, but also used directly from the FUNCFGS function within product inquiries.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    A single tab - "Parameters" is used in the setup of a configurator selection.

    Header

    Presentation

    Product selection field: Name of the selection using 5 characters plus a title of up to 30 characters.

    Autonomous mode: If yes, the selection window can be used from the sales module (quote, order); If no, its use is linked to one or more scripts.

    Product line: This is used to display the configurator fields with their specific titles.

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    Fields

    The following fields are present on this tab :


    Enter or select a product selection window.

    • field SELAXX

     

    • Stand-alone mode (field SELMOD)

    Tick if the selection has to be executed in autonomous mode (without script) and, in that case, the function will generate a responses entry window.


    A product line is used to:

    • Define specific identifiable fields for a product group.
      SEEINFO  The Configurator module is based on the item product lines, but product lines can be used separately from the configurator.
    • Define matching rules between products.

    • field CFGLINAXX

     

    • Active (field ENAFLG)

    Use this field to activate or deactivate a transaction.
    Inactive transactions are not displayed in the transaction selection window.

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    Tab Parameter Definitions

    Presentation

    Classification: Classification of the products to be displayed by:

    Product number

    Product description

    Search key

    Product line

     Document number         

    Number of lines: Maximum number of lines displayed in the selection windows.

    Initial procedure: Necessary when operating in the autonomous mode, the procedure groups together the questions and variable calculations linked to the selection window.

    Selection code: This field indicates whether it is possible to exit the selection window with the data and in what manner. When used in a script it is possible to modify this setup.

    Quantity column: This field is used to make a quantity column appear in either sales or stock units.

    Price column: This field is used to make a price column appear in the display. The origin of the displayed price is determined among the following choices:

     No calculation

     Formula (the formula field must contain the price calculation formula)

     Base price

     Standard price

     Revised standard price

     Last price

    Budget

    Cost formula: Enter, select or create with the formula editor, a price calculation expression in ADONIX format. A warning message is displayed if reference is made to tables not generally used by the configurator or to unknown variables.

    Principal filter: This field is used to define an expression that will filter the first extraction from the product table. This filter, which can be defined with the help of a calculation formula, must be coherent with the classification previously chosen in order to avoid prolonged processing times.

    Window grid 

    This grid is used to define the columns that should appear in the final selection screen.

    Table: This field is used to choose the fields to be viewed from the following tables:

     Product master

     Product stock totals

     Product site

    Product-sales

    Secondary filter grid

    It is possible to define up to 12 secondary filters for a selection. These filters can be de-activated during the use of the selection in order to increase the selectable products field in them.

    If no more than 4 secondary filters are set up, it will be possible during the selection to modify the "and/or" links defined by the setup between these filters. Where 5 or more secondary filters this possibility is no longer active.

    Title: This field is used to enter a text with a maximum of 30 characters. If instead of the text the question name prefixed with "S_" is entered, the text displayed will be the question title + the response when displaying.

    And/Or: This field is used to express a logic link with the previous field (except for the first secondary filter)

    Active: This field indicates if the defined filters must be active from the 1st display.

    Formula: This field is used to enter an expression for each secondary filter. This expression can be defined with the help of the formula editor.

    Finally, during the selection window execution, a fifth filter is proposed to the user, in which a calculation formula can be directly entered in order to improve the filter on the product population that is proposed. The formula editor is accessible from this field.

    Image display

    It is possible to display an image corresponding to the selected products displayed . A field from the product record must be reserved to contain the image name (configurator field or another). The name of the field is given by the general setup CFGPICFLD. See also the help on the Image field in the symbol setup.

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    Fields

    The following fields are present on this tab :

    Block number 1

    • Classification (field SELKEY)

    Select the classification (the most appropriate).
    - Product number
    - Product description
    - Search key
    - Product line

    The selection is carried out in correlation with the main selection filter in order to avoid generating a too long request.

    Examples:
    The main filter has to filter on one product line if the product lines are classified.
    The main filter has to filter the first characters of the product number if the product numbers are classified.

    • Number of lines (field SELLINNBR)

    Enter the maximum number of lines that the selected products grid has to contain.
    A large number of lines can lead to long display times.

    • Selection code (field SELMUL)

    Once the window is displayed, the user can select lines.
    Specify the authorized number of lines selected:
    - No selection (view)
    - Select the 0 or 1 lines (optional)
    - Select 1 line (mandatory)
    - Select the 0 to n lines
      - Select the 1 to n lines (1 line minimum)
      Note:
    The value of this parameter can be modified in the script definition.


    Enter the procedure number.
    A procedure is a standard series of questions, variable calculations, choice of forms, models, etc. that can be reused.


      • Column quantity (field SELQTY)

      Select if a quantity column needs to be added to the selection grid.
      - No (the quantity will be set to 1 for the selected lines)
      - Yes in stock units
      - Yes in sales units

      • Quantity formula (field QTYFOR)

       

      • Price column (field SELPRI)

      Select if a "price" column needs to be added to the selection grid.
      Select:
      - No price column (advised if used by scripts)
      - Price calculated via a formula
      - Base price (of the sales products table)
      - Standard price
      - Updated standard price
      - Last price
       


      • Cost formula (field PRIFOR)

      Enter, select or create with the formula editor, a price calculation expression in ADONIX format.
      Note:
      A warning message is displayed if reference is made to tables not generally used by the configurator or to unknown variables.


      • Main filter (field SELFIL)

      Enter, select or create with the formula editor an expression of the main filter in Adonix format.
      Note:
      The expression has to be linked with the classification selection.
      A warning message is displayed if reference is made to tables not generally used by the configurator or to unknown variables.


      Grid Window

      Select the table of the field to display in the selction grid.
      - ITMMASTER = Product master
        - ITMFACILIT = Product – site
        - ITMMVT Product stock totals
      - ITMSALES Products - sales


      • Description (field SELTBLTXT)

       

      • Fields (field SELFLD)

      Enter or select the field of the grid to display in the selection grid.


      • Description (field SELFLDTXT)

       

      Grid Secondary filters

      • Filter title (field SELINT)

      Enter the title of the secondary filter.
      Note
      If a symbol name prefixed with "S_" is entered, the title will be dynamic and used as the title of the symbol followed by its value when executing the selection.


      • And / or (field SELBOO)

      Select the logical operation between the current and the previous filters:
      - AND (filter line -1 AND filter current line)
      - OR (filter line -1 OR filter current line)

      • Active (field SELSTR)

      Tick if the secondary filter has to be active when first calling the selection.
      If inactive, the extraction will be extended and will be restricted by the user.
      If active, the extraction will be limited by this filter and will be restricted by the user.


      • Filter formula (field SELFOR)

      Enter, select, or use the formula editor to create a filter expression in the Sage X3 language.

      An error message is displayed if you refer to tables which are not generally used by the configurator, or to unknown variables.

      Close

       

      Reports

      By default, the following reports are associated with this function :

       PRTSCR : Screen print

      This can be changed using a different setup.

      Menu Bar

      Used to access the configurator symbols.

      This is used to access the configurator calculation tables.

      Used to confirm the selection.

      This is used to view the created selection window after validation, as well as any window displaying the questions prior to the execution of the selection.

      This is used to copy the calculator to another folder. When a copy is made to another folder the selection is copied along with the symbols, calculation tables, procedures, shapes and patterns and the product lines if these are not present in the destination folder. Similarly, a control is carried out beforehand on the product lines, symbols and calculation tables. If these items do not have the same characteristics in both folders, the copy is not carried out. The anomalies can be identified in the log file displayed during the copy. The product lines, selections, shapes/patterns and symbols created in destination folder will be validated.

      Error messages

      In addition to the generic error messages, the following messages can appear during the entry :

      Several questions are assigned to a single line in the same section!

      This message appears during script validation if several questions are assigned to a single line in the same section.  

      Deletion of the selection prohibited because present in a script!

      The message appears if the procedure is used in a script.

      The modification of this process leads to the revalidation of the scripts that use it!

      This message appears after the modification of a selection present in a script.

      Enter the sequence numbers in ascending order!

      The sequence numbers can only be entered in ascending order.

      Tables used

      SEEREFERTTO Refer to documentation Implementation