Creating Interim Order—Exercises 

IMPORTANT

If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. 

If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Configuration Characteristics

Windows:
Configuration Characteristics

  1. Configuration characteristics are already defined for this exercise.

Configuration Family and Configuration Characteristics

Windows:
Configuration Family

  1. The configuration family is already defined for this exercise.

Configuration Part

Windows:
Part

  1. Configuration parts are already defined for this exercise.

Required Data

Create a Configuration Structure

Purpose: The purpose of this exercise is to set up the prerequisite data that needed for  main exercises. 

Windows:
Part
Inventory Part

  1. If you have not yet done so, copy all parts from site 1 to your site using 910 as the value for the Commodity Group 2 field.
  2. Update information for parts as shown in the table below.
Inventory Part Supply Type  DOP Connection  Shortage Notification
10 DOP Automatic DOP No
11 DOP Automatic DOP No
12 DOP Automatic DOP No
13 DOP Automatic DOP No
14 DOP Automatic DOP No
  1. If you have not yet done so, copy configuration structure 10 from site 1 to your site.

General exercise for Copy Inventory Part
General exercise for Copy Structure

Main Exercises

Purpose: The purpose of these exercises is to show you how to create and maintain an interim order. You will also become familiar with the use of the interim order in the configure-to-order (CTO) flow.

Windows:
Interim Demand Header
 Configuration Structure

Creating an Interim Order 

  1. Open the Interim Demand Header window.
  2. Create a new record.
  3. Enter a description, part number 10, and a demand quantity on your site. Also enter a demand date that is at least 10 days later than today.
  4. Save your changes.
  5. Create a configuration by right-clicking, pointing to Configuration, and clicking Create. 

Note: All required characteristics for which you must define a value, are automatically shown in the Create Configuration window. If any default values have been specified for this part configuration revision, they appear in this window. The default value can be left as is or changed. You always get a new configuration ID when you create or edit a configuration. If the configuration that you define has already been created in the system, the ID changes to the ID that was created first. This ensures that you will not have more than one ID for each configuration. 

  1. Enter option values shown in the table below.
    Characteristic ID Characteristic Value Qty Characteristic
    GDHEIGHT 3500  
    GDWIDTH 4500
    GDPOWERSYS 240
    GDCOUNTRY NA
    GDFINISH 2
    GDCOLOR WHITE
    GDLOCK ASSA
    GDHANDLE CLASSIC
  2. Click OK when done.
  3. Evaluate the complete log. The structure(s) and orders are created.

Evaluating the Configuration

  1. Open the Interim Demand Header window.
  2. Create a new record.
  3. Enter a description, part number 10, and a demand quantity on your site. Also enter a demand date that is at least 10 days later than today.
  4. Save your changes.
  5. Create a configuration (right-click, point to Configuration, and click Create). 

Note: All required characteristics for which you must define a value, are automatically shown in the Create Configuration window. If any default values have been specified for this part configuration revision, they appear in this window. The default value can be left as is or changed. You always get a new configuration ID when you create or edit a configuration. If the configuration that you define has already been created in the system, the ID changes to the ID that was created first. This ensures that you will not have more than one ID for each configuration. 

  1. Enter  option values shown in the table below.
    Characteristic Id Characteristic Value Qty Characteristic
    GDHEIGHT 3500  
    GDWIDTH 4500
    GDPOWERSYS 240
    GDCOUNTRY NA
    GDFINISH 2
    GDCOLOR WHITE
    GDLOCK ASSA
    GDHANDLE CLASSIC
  2. Click OK.
  3. When the Evaluate Rules dialog box displays, select the Complete Log? check box and click OK.
  4. Analyze the structure and then click the Result Log tab to evaluate the result log.  The result log displays 14 warning and 5 information messages. 

Note: While doing this exercise, you may not receive the exact number and types of messages if you performed exercises and steps in a different order than assumed by this exercise. In your daily work, the number and type of messages you receive will depend on the structure, routing, work guidelines, tools, and configuration rule definitions you use.

  1. Open the Configuration Structure window. (You will change some of the configuration rules to simulate receiving different messages in the result log.)
  2. Query for part 10 on your site.
  3. Click the Config Structure tab and select component 14. Right-click and then click Configuration Structure Rules.
  4. Click the Condition tab. Add a new line using the information in the table below.
    Log. Op. ( Value 1 Type 1 Rel.OP. Value 2 Type 2
    AND   GDPOWER Characteristic Value Equal to 100 Entered value
  5. Save your changes.
  6. Return to the Interim Demand Header window.
  7. Right-click and then click Evaluate Rules. In the Evaluation Rules dialog box, select the Complete Log? check box and click OK. 
  8. Go the Result Log tab and note that the result log now has one error message (plus other types of messages). 
  9. If you select the line, right-click, and then click Configuration Rules, you can see the configuration structure rule that caused the error. The error occurred because the defined condition used a characteristic that was from the family but was not defined on configurable part 14. The warning messages occurred because no characteristic value was defined for optional characteristics.
  10. Open the Edit Configuration window by right clicking in the window header, pointing to Configuration, and clicking Edit. Add the optional characteristics and their values as shown on the following table.
    Characteristic ID Characteristic Value Qty Characteristic
    GDESTOP BASIC  
    GDREMOTE IR 3
  11. Go back and remove the condition added earlier for GDPOWER.
  12. Evaluate rules (just as you did before by right-clicking on the Interim Demand Header window header, clicking Evaluate Rules, and selecting the Complete Log? check box). On the Result Log tab, you now should see only information messages. The information on this tab can be useful when you create complex configuration rules. You can simulate rules, costs, and configurations before starting the production.

Calculating Cost and Transferring Interim Orders to DOP

  1. Open the Interim Demand Header window.
  2. Create a new record.
  3. Enter a description, part number 10, and a demand quantity on your site. Also enter a demand date that is at least 10 days later than today.
  4. Save your changes.
  5. Create a configuration (right-click, point to Configuration, and click Create). 

Note: All required characteristics for which you must define a value are automatically shown in the Create Configuration window. If any default values have been specified for this part configuration revision, they appear in this window. The default value can be left as is or changed. You always get a new configuration ID when you create or edit a configuration. If the configuration that you define has already been created in the system, the ID changes to the ID that was created first. This ensures that you will not have more than one ID for each configuration. 

  1. Enter option values shown in the table below.
    2. Characteristic ID Characteristic Value Qty Characteristic
    GDHEIGHT 3500  
    GDWIDTH 4500
    GDPOWERSYS 240
    GDCOUNTRY NA
    GDFINISH 2
    GDCOLOR WHITE
    GDLOCK ASSA
    GDHANDLE CLASSIC
  2. Evaluate the result log.
  3. In the Interim Demand Header window, right-click and then click Calculate Cost.
  4. The cost must be saved as the standard cost for this configuration. Right-click and then click Save Standard Cost. You are prompted to indicate whether you want to save the cost. Click Yes. Information about the saved cost for configured part(s) appears.
  5. In the Detail tab, you can see the calculated cost for this configuration. Try to edit the configuration, and note the difference in cost after the calculation.
  6. If this part will be produced, transfer the interim order to DOP by right clicking on the window header and clicking Create DOP.