Product Configurator: To Create a Sales Order with a Configurable Item

The following activity will walk you through the process of creating a sales order with a configurable item.

Process Overview

In this activity, you will do the following:

  1. On the Order Types (SO201000) form, you will review the settings of the SO order type to make sure that the settings required for adding configurable items and creating production orders have been specified.
  2. On the Sales Orders (SO301000) form, you will create a sales order and add a configurable item to the order. You will also select the needed options for features of the item on the Configuration Entry (AM306000) form.
  3. On the same form, you will create a production order for the item and on the Production Order Details (AM209000) form, you will make sure that the options you selected have been added as materials.

System Preparation

Before you start creating a sales order with a configurable item, do the following:

  1. As a prerequisite activity, in the company to which you are signed in, be sure you have set up the product configuration as described in Product Configurator: Implementation Activity.
  2. Launch the MYOB Acumatica website, and sign in to the company in which the prerequisite activity has been performed. You should sign in as the implementation consultant by using the admin username and the password for this user valid for your instance.
  3. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to today’s date. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  4. Make sure that the Product Configurator feature in the Manufacturing group of features has been enabled on the Enable/Disable Features (CS100000) form.

Step 1: Reviewing Settings of the SO Order Type

To make sure that the SO order type has the settings needed for creating sales orders with configurable items, do the following:

  1. Open the Order Types (SO201000) form.
  2. In the Order Type box, select SO.
  3. Notice that in the Manufacturing Settings section of the General tab, the following check boxes are selected:
    • Allow Production Orders - Approved
    • Allow Production Orders - Hold
    • Allow Configuration Entry

    This means that you can assign production orders to sales orders of this type and add configurable items to the orders.

Step 2: Creating a Sales Order

To create a sales order with the configurable item, do the following:

  1. On the Sales Orders (SO301000) form, create a new record.
    Tip:
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the Summary area, specify the following:
    • Order Type: SO
    • Customer: ABCSTUDIOS
    • Description: Sale of a configurable item
    • Requested On: Today's date
  3. On the table toolbar of the Details tab, click Add Row.
  4. In the row, specify the following:
    • Branch: PRODWHOLE
    • Inventory ID: AMDOORDH01
    • Warehouse: WHOLESALE (automatically selected)
    • Quantity: 1

    Notice that the system selected the check box in the Configurable column of the line, which indicates that the item is configurable.

  5. On the form toolbar, click Save.
  6. On the table toolbar, click Configure. The system opens the Configuration Entry (AM306000) form in the popup window and displays the list of features for the AMDOORDH01 item in the Features pane.
  7. Select the option for the JAMB feature as follows:
    1. In the Features pane, click JAMB.
    2. On the Options tab, select the check box in the Included column of the FJ Pine 40x10 19 Single BevelF row.
  8. Select the option for the ARCHITRAVE feature as follows:
    1. In the Features pane, click ARCHITRAVE.
    2. On the Options tab, select the check box in the Included column of the FJ Pine Ex 50x25 Profiled row.
  9. Select the option for the DOORS feature as follows:
    1. In the Features pane, click DOORS.
    2. On the Options tab, select the check box in the Included column of the Horizon SQ10 1980 x 510 row.
  10. Select the option for the HARDWARE feature as follows:
    1. In the Features pane, click HARDWARE.
    2. On the Options tab, select the check box in the Included column of the AMDOORHDB2 row.
  11. On the form toolbar, click Save.
  12. On the form toolbar, click Finish to complete the configuration, and close the form.

Step 3: Creating a Production Order

To create a production order from the sales order, do the following:

  1. While you are still viewing the sales order on the Sales Orders (SO301000) form, on the More menu, click Create Production Orders.
    Tip:
    You open the More menu by clicking the More button (…) on the form toolbar.
  2. In the Production Orders dialog box, which opens, select the check box in the unlabeled column of the only row and click Create. The system creates a production order, closes the dialog box, and displays the reference number of the production order in the Production Nbr. column of the line on the Details tab.
  3. On the Production Order Details (AM209000) form, open the created production order to review its details.
  4. In the Operations table, click through operation rows from 0010 to 0040, and for each row, make sure that the options you selected in Step 2 have been added as materials on the Materials tab in the lower part of the form.

You have created a sales order with the configurable item and created a production order for this item.