Setting Up a Configuration Interface for an Item or Job - Infor Product Configuration Management

NOTE: The following information applies only if you have installed Infor PCM Configurator.

Step 1 - Set Up Inventory Parameters

To set up SyteLine to work with Infor PCM Configurator, do the following:

1. On the Inventory Parameters form, specify the URL used to access the Infor PCM Configurator application. Save your changes.
2. Specify the name of the Configurator Application ID.
3. If you are going to do header-level configurations, specify the Header Name Space.
4. After you set up the fields on the Product Configuration tab, restart SyteLine so that the Configure buttons are enabled throughout the system.

NOTE: If you change these values later, you must log out of SyteLine and discard the IDO cache through Configuration Manager. Then restart SyteLine. If you change the Configuration server, you must also restart the Infor Framework IDO Runtime Service before you restart SyteLine.

Step 2 - Set Up Configurable Items

To set up an item you want to be configurable, do the following:

1. On the Items or Multi-Site Items form, select or enter the item number of the item that you want to be configurable.
2. Select the Configuration tab.
3. To allow users to configure order information for the item, select the Order Configurable check box.
4. To allow users to configure job information, select the Job Configurable check box.
5. If the item is both order-configurable and job-configurable, select an Auto Job Generation option:
   • To automatically create the job after order configuration is complete, select Always.
   • To ask the user whether to create the job after order configuration is complete, select Prompt.
   • To never automatically configure the job, select Never. Users must create the job manually, using the job cross-reference feature.
6. Specify the Name Space to use for this item.
7. Save the item.

Related Topics

Attaching Infor PCM Documents to SyteLine Records

Copying a Job with Configuration Information

Configuring a Job or Item

Configuring an Estimate Job

Deleting Configurable Jobs, Items, and Operations

List Configuration Values

Printing Configuration Information

Reconfiguring a Line Item or Job

Setting Up the Infor PCM Document Automation Interface