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Once the Product Line has been Setup and saved. Under the Tools menu select Create Excel Spreadsheet. This spreadsheet is created from a template to store all the rules of the product line. The initial creation is just the first step – once created all the rules of the product line must be constructed in the excel sheet.
The Excel sheet will take the choices selected on the Configurator form at the time of the Estimate, Sales Order, Work Order and use these rules to accomplish the following:
| • | Identify all material components for each sales order |
| • | Identify all labor requirements for each order for costing and scheduling requirements |
| • | Accurately cost the item |
| • | Accurately price the item |
| • | Calculate any other data that is desired |
The sheets are used in conjunction with the Configurator. When the order desk takes a sales order , quotation or production creates a work order requiring a configured item in the Seradex system all the parameters entered are sent over to the Excel Worksheet. Each product line can access a single Excel file or several product lines can share one Excel file.
The following Work Sheets are included in the template.xls:
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Input
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All properties input into the Configurator
Customer Information
Pricing Qty
Price Unit of Measure
Currency
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BOM
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Materials that will be sent back to the product structure associated with the sales order line item in the Configurator
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Routing
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Labor or machine costs and operations that will be sent back to the product structure associated with the sales order line item in the Configurator
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Version
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Contains Version information on the Excel Rules Sheet
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Data
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Contains Valid Item Master Information
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Other Sheets
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Can be added wherever necessary by the users
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To create a worksheet:
1) Open the Configurator Setup for the desired product line.
2) After setting up the choices for the product line click on the Command Button to create a worksheet (ensure that you have given the worksheet a name WITHOUT the “.xls” at the end.
This process starts with the Template.XLS Excel file and will create a file named ProductLine.XLS where Product Line is the product line name.
The excel sheet by default will be stored in your C:\Program Files\ActiveERP\Templates directory unless your Seradex administrator has specified an alternate location.
3) When the Excel file is opened, you can observe on the input Worksheet that each choice in the Configurator is listed in row 2.
Two things to remember:
1) If you change the excel sheet names than you MUST also change the property names.
2) When designing your property excel sheet names, do not include spaces even through their respective property may have spaces in their names.
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