Components Subtask
Use this subtask to issue and process components for each sales order line on the main screen table window.
This subtask is active only if Yes displays in the Process Components column on the main screen table window. In addition you can clone this subtask data if the sales order has been cloned.
Table Window
If the sales order line item is a Manufacturing Bills of Materials (MBOM) assembly, select the Autoload BOM button to populate the table window with the component parts assigned to the MBOM on the Manage Manufacturing Bills of Material screen in Bills of Material. If the Comp Type field is D (Deleted) or the Quantity field is zero on the Manage Manufacturing Bills of Material screen, sales order line components does not load.
Field | Description |
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Line |
This column displays the system identifier of the component lines for the sales order line. This system assigns this sequential number to track the line items of the sales order. Costpoint supports an unlimited number of lines on a sales order. |
Component Item |
Enter, or click
|
Rev |
When you enter a valid item, this field displays the latest revision. You can enter, or click
|
Description |
This field displays the description of the component item entered. It cannot be overwritten. |
Part Security |
This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:
If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit SO lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items. Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
|
U/M |
This field displays the default unit of measure of the component item. Component quantities are expressed in terms of this unit of measure. |
Product Option |
Enter, or click
|
Line Type |
This column is similar to the line types at the line level on the Manage Sales Orders screen. However, if you are not issuing at the component level (that is, the Process Components field is Yes but the Issue Components field is No for the SO line), the line type will always be set to INO (Invoice Only). If both the Process Components and Issue Components fields are Yes and the Line Type is INO (Invoice Only) for the SO line, you must manually populate the component's Line Type field. You can set up a default line type for an item (or CLIN) on the Manage Product Price Catalogs screen, the Manage Item Billings screen (both in Product Definition), and the Project Unit Pricing subtask of the Manage CLIN Information screen (in Project Setup). The pricing method you choose determines the line type default provided for the item. If the component item is not referenced for the pricing project or catalog, or the component item's SO Item Type is not specified on the Manage Item Billings screen, the SO line's Line Type field value defaults for the component line. Similarly, if you click the Autoload BOM button (and the item is an MBOM assembly), each component's line type defaults if it exists in the item billing setup, pricing project or catalog. Otherwise, the SO line's Line Type field value will default if the component's line type does not exist. REC (Recurring) line types are not allowed and only the following line types are supported:
|
Order Quantity |
Enter the sales order quantity for the line item. This field is required for all line types except the MSC (Miscellaneous) type. Fractional quantities are supported and the maximum quantity is 99,999,999.9999. You cannot enter negative order quantities. If you click the Autoload BOM button and the component's quantity type is Per Assembly on the Manage Manufacturing Bills of Material screen, this field displays the product of Quantity field (for the component on the Manage Manufacturing Bills of Material screen) and the SO line's Order Quantity field. If the component's quantity type is Per Order on the Manage Manufacturing Bills of Material screen, this field displays the component's quantity on the MBOM. |
Trans Currency Incremental Unit Price |
This field is used by component processing and displays how much to increase or decrease a SO line unit cost when a certain option is selected. |
Price Type |
This field displays the price type of the component/line item. Product option prices can be U (Upgraded), A (Added-on) to an established price, or M (Manually) overridden. You can maintain these options on the Manage Product Options screen in Product Definition. |
Trans Currency Incremental Extended Price Amount |
This field displays the incremental extended price amount of the selected component/line item. |
Need Date |
The need date defaults from the Ship by Date field in the order. Enter, or click
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Inventory Abbrev |
Enter, or click
|
Planner |
Enter, or click
|
BOM Config |
Enter, or click
|
Effectivity Date |
The effective date defaults from the order date. Enter, or click |
Issue Qty |
This field displays the quantity of this item to be issued. The maximum issue quantity is 9,999,999,999.9999. |
Net Available Qty |
This field displays the net available quantity of the item/component. |
On-Hand Qty |
This field displays the on-hand quantity of the item/component. |
Requisition |
This field displays the requisition of the item/component. |
Req Gen |
This field displays Y (Yes) or N (No) to indicate whether a purchase requisition has been generated for this sales order line through the Create Requisitions from Sales Orders process. This field is updated by Costpoint and cannot be modified. After you have entered all the sales order data and saved the order, Costpoint displays the following when you use one of the approval processes: "Do you wish to submit the sales order for approval? Submitting for approval prevents further changes from this function unless the sales order is rejected." Once submitted, the sales order begins the designated approval process which assigns approval or rejection status through the Approve Sales Orders screen. |
Autoload BOM |
If the item is an MBOM assembly (on the Manage Manufacturing Bills of Material), click this button to perform a one-level system BOM explosion of the sales order line item and load the results for each component line assigned to the MBOM. Components that are out of effect or have a zero quantity in the BOM does not load. Phantom parts are handled as normal components. |
Recalculate |
Click this button to recalculate the net unit price and extended price amount of the sales order line by the following process:
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Subtask
Subtask | Description |
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Product Option Items | Click this link to open the Product Option Items subtask. |
- Related Topics:
- Product Option Items Subtask
Use this subtask to specify the item and item revision that defaults on the Components subtask of the Manage Sales Orders screen.