In fact, if the product entered is of the type Normal,the search process is automatically triggered.
When the entered product is of type Kit parent product or BOM parent product, an initial price list search is triggered for the parent product, then before triggering the price list search for the components, a read of the BOM file is carried out in order to identify whether different alternatives of the type Commercial exist, in which case they are displayed in a window. If the product has only a single BOM code, it will be taken into account automatically.
After choosing the BOM code, different cases can occur according to the construction of the product BOM:
- Each component of type Normal is automatically selected.
It is automatically replaced by the substitute product if it was entered at the level of the Product record if the document date is greater than or equal to the substitution date.
For the other types of components mentioned below, when a substitute product is used, the original product description is displayed at the level of the components selection window.
- For each component of type Normal (with formula), a window opens displaying all the products from the selection formula (or if the conditions are met, their substitute products along with, in this case, the description of original products). If a component of the type Normal has also been recorded in the same sequence, this component also appears in the list. By default, it is automatically selected but it is possible to de-select it. Its quantity cannot be modified.
It is possible to select one or several other components of the selection. The buttons [Include all] and [Exclude all] are available for this purpose. Therefore, if no component is selected, the button [Criteria] becomes available so as to narrow the selection when the number of lines in the table is too large (the number of lines presented depends on the number of lines that still can be inserted in the document). - For each component of type Variant, a window opens displaying the set of variants listed at the same BOM level or coming from a selection. It is mandatory to choose one.
- For each component of the type Option, the option is suggested and the user must accept it or refuse it. When several options are possible for a same BOM level or when a selection formula is defined, a window opens for the user to select one or more options or to refuse all of them.
- For each component of type Multiple option, a window opens displaying the set of components listed at the same BOM level or coming from a selection formula. You can select several components or refuse all. The buttons [Include all] and [Exclude all] are available for this purpose. If no component is selected, the button [Criteria] becomes available in order to narrow the selection when the number of table lines is too important.
The lines corresponding to the different BOM components are then generated:
- If the product is of the type Kit parent product, all the component lines are automatically generated. These lines become completely dependent on the parent component. They appear on the screen but are not accessible. The component quantity is automatically calculated from that of the parent product. If the parent product quantity is modified, the quantities of all the components are automatically recalculated. If the parent product is deleted, all the components are automatically deleted.
- If the product is of the BOM parent product type, all the component lines are proposed and they are modifiable (except the sales unit). They become independent with respect to the parent product. If the parent product is modified or deleted, the user is asked whether or not to transfer the modification or deletion to the components.
In both cases, a price list search for the component type is then automatically triggered and for each order line generated, a value is assigned to the type of line:
- Kit option or BOM option for a component of type Option,
- Kit Variant or BOM Variant for a Varianttype component,
- Kit component or BOM component for a component of Normal type.
Some price list controls are carried out on exiting this price list processing:
- If the price is defined tax included, the tax-ex price is calculated.
- Price control: if the calculated net price is less than the threshold price stored in the product a warning message is displayed,
- Control on the profit margin: if the percentage margin is less than the minimum margin percentage (or margin rate) stored in the product record, a warning message appears.
These various messages can be blocking ones according to the value of the user parameter SDACLOCK-Price,margin,qty non-blocking ctrl.
On exiting the entry, all the totals are calculated.