Sub-Assemblies (IM29)

The Sub-Assemblies folder in Model Maintenance (IM29) maintains groups of Components, or even other Sub-Assemblies, which are created using this folder. Components are assigned to a sub-assembly the same way as a component is assigned to a model. Sub-Assemblies however, are assigned to both Models and other parent sub-assemblies, by configuring:

• A minimum and maximum number of items from the sub-assembly that can be selected.
• Whether the system should prompt for optional group items for cases where no minimum selection is required from the items in the sub-assembly. For example, in a a group of related options.
• Whether the up-charged prices from the group items should be added to the models base price.

Once a Sub-Assembly is created, it can be assigned to a Model or to another Sub-Assembly. Assigning sub-assemblies to sub-assemblies allows you to build multi-level models that can be configured to support very detailed inventory management and pricing structures with ease. The number of sub-levels is unlimited. The following diagram helps to depict concept:

^{Model with Component and Sub-Assemblies diagram}

The following list defines every field on the Sub-Assemblies folder:

• In the Header section:
  • Group - enter or select for the query a Group code to specify the Sub-Assembly Group code that you wish to create or modify.

  • Description - for a new Group code, enter a description of the group to a maximum of 30 characters. The description displays as a comment detail line on quotes, orders and invoices that include the sub-assembly as a component group of a model.

  • Fixed Components: Sum of Cost - once the Group code record is updated or recalled from the list box, this field displays the sum of the Average Cost (Quantity * Average Cost) for all 'mandatory' component products. This figure may vary depending on the Warehouse selected from the Options menu.

  • Sum of Sell Price - once the Group code record is updated or recalled from the list box, this field displays the sum of the Selling Prices (Quantity * Selling Price (based on quantity break pricing)) for 'mandatory' components plus any 'upcharges' applied against the default Master Price List. For more information on default Master Price Lists, click here.
    • Note: If the Component is not set up with a Selling Price against the default Master Price List, the 'Sum of Sell Price' displays the 'Base Selling Price' plus any 'Upcharges' applied against the default Master Price List. Also, this field displays as '0.00' if the only details assigned to the Sub-Assembly are Groups.

  • Last Rev. - displays the date of the last revision to the current record as well Revision number. The date is revised each time an existing component or sub-assembly is updated, added or deleted or a Sub-assembly is updated on the Sub-Assemblies folder.

  • Rev.# - displays the revision number associated with the the last revision to the current record. The Revision number is revised each time an existing component or sub-assembly is updated, added or deleted or a Sub-assembly is updated on the Sub-Assemblies folder.

• Line - the line number is initially generated by the system when the detail for the Sub-Assembly is updated. The line number field increments by a factor of 10 to allow for the manual insertion of lines. You can manually enter a new line number to insert a new Component and/or Group record in between existing records. Note: Once a Line number is assigned to a record, it cannot be changed. You must delete the line and begin again.

• Component/Group - enter or select from the query the Component (product code) or Group to assign to the Sub-Assembly.
  • There are two queries to the right of this field. The first query invokes the Product Master Query for the Components and the second query invokes the Model Groups query for the Sub-Assembly groups.

    Note: Components and Sub-Assembly groups can be added to a sub-assembly multiple times.

    The following messages display under the following conditions when an entry is made n the Component/Group field:

    • If the Component you entered is not a 'PP', 'AI' or 'WO' Type product, the following message displays: "Only Products flagged as purchased products (PP), work orders (WO) or assortment items (AI) may be used as a components. OK". Click OK to clear the message and select a valid Component or Group.

    • If you enter the same Group as displayed in the 'Group' field in the header section, the following message displays: "A group may not be a component of itself. OK". Click OK to clear the message and re-enter a Component product or a different Group.

• The Components section contains fields that are only applicable to component products. These fields are disabled when sub-assembly groups are being added or edited against the current Group (sub-assembly). The Components section includes the following fields:
  • Mandatory - select the Mandatory check box to mark the entered Component as a required or mandatory component. When this checkbox is selected, the '# of repeats allowed: Min/Max’ fields become unavailable. Components flagged as Mandatory do not require the operator to select the number of components for the entered Group or Sub-Assembly during order entry.

  • # of repeats allowed: Min - the Minimum field specifies the minimum quantity of the product that must be included in the Sub-Assembly's configuration. While the Components Quantity field actually determines the initial quantity of the product that is included in the Group, in cases where the additional optional quantities are allowed, the Minimum ensures that that quantity is never below the required minimum quantity. Note: The Minimum quantity cannot be less than 0 and cannot be greater than the Maximum quantity.

  • Max - the Maximum field specifies the maximum quantity of the product that may be included in the Sub-Assembly's configuration. While the Components Quantity field actually determines the initial quantity of the product that is included in the Group, in cases where the additional optional quantities are allowed, the Maximum ensures that that quantity is never greater than the Group can support. Note: The Maximum quantity cannot be less than Minimum quantity.

  • Quantity - enter the quantity that specifies the number of component product units required to complete the Sub-Assembly.

  • Upcharge button - the Upcharge button only displays once a Component product is entered in the Colmponent/Group field. When you click the Upcharge button, the Model Component Upcharge window opens. For complete details on the Model Component Upcharge window, click here.
    • Upcharges are used if a component product is included in the base-selling price of the model but there is an extra charge to be added to the base-selling price if that particular component is selected, the value of the extra charge is called an "up-charge".

    • For example, if the base selling price of a chair includes a standard seat but you allow the chair to optionally be sold with a deluxe seat for $40.00 extra, then enter $40.00 as the up-charge amount. $40.00 will be added to the base-selling price of the model.

      Note: The up-charge amount is added once each time that option is added to the model. If the option is repeated within the model, then the up-charge will be added for each repeat.

  • Print on Quote/Order - select this check box to print the component on the customer quote/order.
    • Selecting this check box prints the component the model on the quote/order. When this option is selected with components that are optional to the model, the model building process will prompt the operator for selection.

    • If the Print on Quote/Order check box is not selected, the component will not print on the quote/order (i.e., it may be desirable to report the floppy drive sold as part of this model but not the CPU chip). When this option is not selected with components that are optional to the model, the model building process will not prompt the operator for selection.

      Note: If a component is serial number controlled, it will be printed on the order even if this option is not selected.

  • Print on Invoice - select this check box to print the component on the customer's invoice.
    • Selecting this check box prints the component below the model on the customer invoice.

    • If the Print on Invoice option is not selected, the component will not print on the customer invoice (i.e., it may be desirable to report the floppy drive sold as part of this model but not the CPU chip).

      Note: If a component is serial number controlled, it will be printed on the invoice even if this option is not selected.

• The Groups section contains fields that are only applicable to Group components. These fields are disabled when Component products are being added or edited against the Sub-Assembly. The Group section includes the following fields:
  • Ask During Initial Entry - select this check box to have a Sub-Assembly Group offered for selection during the initial building of the model.
    • When this check box is selected, the current sub-assembly group is to be displayed for selection during the initial building of the model.

    • When this check box is not selected, the current sub-assembly group will be skipped initially but will be available if the model is modified.

    • For example, a group offering a selection of terminals should automatically be displayed for selection but a group offering a selection of fax modem cards would not typically be included in a system but is an allowable option.

  • # of optional selections allowed: allows you to enter the 'Minimum' and 'Maximum' units allowed for selection when entering orders or quotes.
    • Min - enter the number of selections that can be made from the component products of the sub-assembly (not the minimum quantity). For example, a sub-assembly group offers a selection of terminals that may be added to a computer system, but at least one terminal type must be chosen when building the model.

    • Max - enter the maximum number of selections that can be made frm the component products of the sub-assembly (not the maximum quantity). The Maximum number must be equal to or greater than the Minimum.

  • Print on Build Slip - this option is available for future use.

  • Already included in base price of model - select this check box to have the products selected from this sub-assembly group included in the base-selling price of the model. When this check box is not selected, the selling price of the selected component products must be added to the base price of the model.
    • When this check box is selected, the selling price of the selected component products is already accounted for in the base price of the model.

    • When this check box not selected, the selling price of the selected component products will be added on top of the base price of the model once the model has been built at order entry time.

• List Box - once all of the required information is entered for the Component or group and the record is updated, the information displays in the list box. You can double click on a line in the list box to recall the information for modification or deletion.

The following table outlines the functionality of each button on Sub-Assemblies folder of IM29:

Button Label	Icon	Functionality
Delete All Details		Deletes the current Sub-Assembly header and all the assigned Components and Groups. When you select this button, the following message displays: "Delete Header and all its details? Yes/No". Select Yes to delete the header and detail information or select No to close the message window without deleting the header or detail information. Note: You cannot delete a Sub-Assembly header if it is in use on a Model that is on an order. The following message displays: "This Model/Assembled Set is in use on quotes/orders. Can not modify or delete."
Copy Model		Copies the assigned component products, sub-assembly groups and configurations from one selected Group to another. Follow these steps to copy a record: In IM29/Sub-Assemblies, enter or select from the query the Group record you wish to make a copy of. Click the Copy Model button. The Copy To window opens. In the Enter the new model group field, enter the new Group that you wish to add the same components, groups and configurations to. Groups are not maintained in IM13, so you can enter any 20 characters to create a new group. Note: You cannot enter an existing Group or Model, and you cannot enter an Assembled Sets product. The following message displays: "This code already exists as a model. OK". Click OK to clear the message. You can, however, select existing 'PP', 'WO' or 'AI' Type products to create a new group. Click OK to accept the entry of the new Group or click Cancel to close the window and return to the Sub-Assemblies folder. If you click OK, the following message displays: "Are you sure you want to copy XXXXXXXXXXXX. Yes/No". Select Yes to accept the copy or select No to cancel the transaction and return to the Sub-Assemblies folder. The new Group header and all product components, groups and configurations display.
Submit		Saves the information entered for the current record.
Delete		Deletes the current component (product code) or sub-assembly group assigned to the sub-assembly.
Clear		Clears all of the fields on the Sub-Assembly folder.
Test		The Test button does not function on the Sub-Assemblies folder. If you select this button while on this folder, the following message displays: "You cannot test model groups. Include it in a model to test it. OK". Click OK to close the message window.

^{Model Maintenance (IM29/Sub-Assemblies)}