Restrict Mass update of product structures from the Kit menu (KIT) application
This function enhances structure control by adding the option of limiting when multiple Product structures (KITART) can be updated by adding or replacing parts/cost, and allows for information flow to the customer on updates made, or requests to do so.
The levels of restrictions are:
No restriction - Selected Product structures (KITART) with this level will be updated. This is the stock setting and does not need to be actively set.
Update and notify - Selected Product structures (KITART) will be updated. A task will be generated for the user with a reminder to inform the customer about the update. The user will have to do so externally (mail, phone etc.).
Prevent and notify - Selected Product structures (KITART) will not be updated. A task will be generated with information about the missing update. The user will also be reminded to consult the customer before updating the Product structure (KITART). The user will have to do so externally (mail, phone etc.).
Note
The restrictions are not retroactive and therefore do not apply to previously created Production work order (PWO) structures (KITDOC).
The restrictions are only active when performing updates from the Kit menu (KIT) application. Performing changes to a Product structure from the Kitart (KITART) application, via the Structure button in the Product (ART) application, is still enabled.
Set levels of restriction on Product structures (KITART)
Restrictions are set in the Kitart (KITART) application which can be accessed via Product (ART) application.
To open the Kitart (KITART) application, find Product in the RamBase menu and then Structures management. Click Product structures to open the Product (ART) application.
The Product (ART) application will now be filtered on products with structures, class K and KA.
Search for or select the product where restrictions are wanted.
Click on the Structure button in the header. This will open the product in the Kitart (KITART) application.
Click on the Update restrictions dropdown menu and select the required restriction.
No restriction - Selected Product structures (KITART) with this level will be updated. This is the stock setting and does not need to be actively set.
Update and notify - Selected Product structures (KITART) will be updated. A task will be generated for the user with a reminder to inform the customer about the update. The user will have to do so externally (mail, phone etc.).
Prevent and notify - Selected Product structures (KITART) will not be updated. A task will be generated with information about the missing update. The user will also be reminded to consult the customer before updating the Product structure (KITART). The user will have to do so externally (mail, phone etc.).
Mass updating in the Kit menu (KIT) application
Mass updates are done from the Kit menu (KIT) application.
To open the Kit menu (KIT) application from the RamBase menu, click on Production or Product, and then Structures management. And finally Structures management.
From the list, identify the Product structures (KIT) in need of updating.
Select multiple structures from the list by clicking the Checkboxes of the structures.
Click the Select Action button to open the Select Action - KITMENU popup.
The level of restriction will be displayed in the Validation column with an icon in the right column.No restriction - A green check mark icon with the text "OK".
Update and notify - A yellow warning icon with the text "WARNING Product structure has update restriction - update and notify".
Prevent and notify - A red error icon with the text "ERROR Product structure has update restriction - prevent and notify"
Click on the appropriate button; Add part, Replace part, Add cost or Replace cost.
Add/replace the part or cost and click the Validate button. Note the information in the Validation column.
Click the Start action button.
Note the information in the Bulk entry info popup.
Note
Remember to check the Task (TASK) application.
Notification reminder in the Task (TASK) application
If either of the restrictions Update and notify or Prevent and notify are set on the Product structure (KITART), a task will be generated in the Task (TASK) application. Information on the update will be displayed in the Description area. The user can use that information to inform the customer in an external system (phone, e-mail etc).
Action - What has been done, in example parts or resources added/replaced.
Result - The result of the action, in example Update restriction - not updated.
Product - The identifier and name of the Product (ART), in example ART/#123456 - Motor
Structure - The identifier number for the Product structure (KIT), in example KIT/12345
Adding part/cost or replacing part/cost - The identifier of the added or replaced part/cost.
Reports relevant for Product structures (KITART) with update restrictions
REPORT/112584 - View all Product structures (KITART) with update restrictions
Settings
To edit the Company settings (CSV) from the RamBase menu, click on Admin and then Overview. Click on Company settings and then Production. Finally click on Production from the list and navigate to the Use update restrictions for product structure setting.
Use update restrictions for product structures - This setting enables the option of restricting updates on selected product structures.