Template item



Template item is a feature for Engineer To Order (ETO). (Ver. 15 restricted feature)
Since for ETO, product design is carried out for each order, it is necessary to create an Integrated Master each time.
Moreover, even if you create an Integrated Master, details of the process may not be decided at the time of order entry, and there is also the fact that creating integrated masters is difficult.

In this case, you can create an integrated master by copying a new Integrated Master, and using the Generate item command, set similar items as those of past orders as template items.
Since the generated items and the Integrated Master are independent from the template items, you can then change the parts that differ as needed for use.
If small parts are also registered in template items, they can be recursively copied, and small parts orders (ETO orders) can also be generated.

Since there is sample data, please read also Sample 8.


Basic use method

1. In the Item table, select the item to be used as a template item, and set the [Template item] property to [Yes].

Item CodeTemplate item
Product AYes

2. In the order table, set that item in [Template Item]. Empty the [Item] property.

Order codeItemTemplate items
001 Product A

3. When you execute the Generate item command, that order’s item and Integrated Master are generated from the template item.
Generated items are called ETO items.

Item Table

Item CodeTemplate item
Product AYes
001-Product A 

Integrated Master table

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInA-Material
20PaintingMBody paint 1
30InspectionMBody inspection1
001-Product A10WeldingInMaterial A
20PaintingMBody paint 1
30InspectionMBody inspection1

That ETO item is set in the order’s [Item] property.

Order codeItemsTemplate item
001001-Product AProduct A

The format of the item code of ETO item is defined in the "ETO item code expression" property.
As default, the following expression has been set.

OTHER.Code+'-'+ME.Code

ME is the template item and OTHER is the order in which the template item has been specified.


4. Next, edit the ETO items and Integrated Master as necessary.


Remarks

  1. Items whose [Template item] property is set to [Yes] can also be used as ordinary items.
  2. ETO items and Integrated Master for ETO items are generated only when the [Item] property of the order is empty.
    Changes made to template item settings after creation will not be reflected in the ETO items.
  3. ETO items are not generated if items with the same code exist.
  4. In the case of items of input instructions in the Integrated Master of template items for which the [Auto-generated intermediate item flag] property has been set to [Yes], a new intermediate item is generated in the Integrated Master of the generated ETO item. On the other hand, in the case of an item for which the [Auto-generated intermediate item flag] property has been set to [No], that item is simply copied.
  5. The Integrated Master of phantom items is not copied.

Copying component items

You can create component items and their Integrated Master by copying them recursively. At that time, a child order is also generated.

1. Status before item generation

Integrated Master Editor

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInMaterial A
In1A-part1
20PaintingMBody paint 1
30InspectionMBody inspection1
A-part110WeldingInA-part1-Material
20PaintingMPart paint 1
30InspectionMPart inspection1

Item Table

Item CodeTemplate item
Product AYes
A-part1Yes

Order Table

Order codeItemsTemplate item
001 Product A

2. When you execute the Generate item command and there is an item for which the [Template item] property is set to [Yes], that item’s ETO item is generated and a child order is generated.
Generated child orders are called ETO orders.

Item Table

Item CodeTemplate item
Product AYes
A-part1Yes
001-Product A 
001-A-part1 

Integrated Master Editor

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInMaterial A
In1A-part1
20PaintingMBody paint 1
30InspectionMBody inspection1
A-part110WeldingInA-part1-Material
20PaintingMPart paint 1
30InspectionMPart inspection1
001-Product A10WeldingInMaterial A
In1001-A-part1
20PaintingMBody paint 1
30InspectionMBody inspection1
001-A-part110WeldingInA-part1-Material
20PaintingMPart paint 1
30InspectionMPart inspection1

Order Table

Order codeItemsTemplate item
001001-Product AProduct A
001-A-part1001-A-part1 

The format of the order code of an ETO order is defined in the "ETO Order code expression" property in the project settings.
As default, the following expression has been set.

ME.Order_Item.Code

ME is the generated ETO order, and OTHER is the order in which the template item has been specified.


Remarks

  1. Generation of component items and child orders is done recursively.

Template resource

By setting the [Template resource] property in the resource table, you can generate resources when generating ETO items.
Generated resource are called ETO resources.

1. Status before item generation

Resource table

Resource codeTemplate resource
Body paint sub resource 1Yes

Integrated Master Editor

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInMaterial A
20PaintingMBody paint 1
S0Body paint sub resource 1
30InspectionMBody inspection1

2. Status after item generation

Resource table

Resource codesTemplate resource
Body paint sub resource 1Yes
001-Body paint sub resource 1 

Integrated Master Editor

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInMaterial A
20PaintingMBody paint 1
S0Body paint sub resource 1
30InspectionMBody inspection1
001-Product A10WeldingInMaterial A
20PaintingMBody paint 1
S0001-Body paint sub resource 1
30InspectionMBody inspection1

The format of the resource code of the ETO resource is defined in the "ETO resource code expression" property in the project settings.
As default, the following expression has been set.

OTHER.Code+'-'+ME.Code

ME is the template Resource and OTHER is the order in which the template item has been specified.

You can also set a resource group as a template resource.


Filtering orders to generate

Filtering of the instructions of the Integrated Master of ETO items is set with the following properties of the Generate item command.

Generate input instruction condition expression
Generate use instruction condition expression
Generate output instruction condition expression


For example, let’s assume that the Integrated Master of a template item is defined as follows:

Integrated Master Editor

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInMaterial A
In1A-part1
In1A-part2
In1A-part3

Set the following expression in the ETO input instrution condition expression.

FValid(OTHER)

ME is the master input instruction of the template item, and OTHER is the operation input instruction generated by order explosion.
Therefore, the above expression returns TRUE for master input instructions where the input instruction was generated with order explosion, and FALSE for all other master input instructions.

The Integrated Master after order explosion when the input instruction of A-part2 and A-part3 was not generated is as follows.

Integrated Master Editor

ItemProcess numberProcess codeInstruction codeResource/Item
Product A10WeldingInMaterial A
In1A-part1
In1A-part2
In1A-part3
001-Product A10WeldingInMaterial A
In1001-A-part1

Automatic editing of generated objects

To automatically edit properties for objects generated by the Generate item command, set the following properties of the Generate item command.

Order property setting expression
Item property setting expression
Resource property setting expression
Master input instruction property setting expression
Master use instruction property setting expression
Master output instruction property setting expression


Generation of ETO order and automatic replenishment of orders

The following expressions are set in the presets for the order property setting expression and item property setting expression.

 Order property setting expression IF(PropCount(ME.Order_TemplateItem)==0,ME.Order_IsReplenishmentOrder='1',FALSE)
 Item property setting expression IF(0<PropCount(ME.EtoItem_Rev)&&OTHER.TemplateItem!=ME.EtoItem_Rev,ME.Item_AutoGenerateFlag='2',FALSE)

This means that "Yes (one-to-one production)" is set for the "auto-replenish flag" of items generated by recursive copying, and "Replenishment order" is set for the [Order class] property of the order.
Without these settings, the [Auto-replenish flag] of items generated by the Generate item command is [No], and the [Order class] property of the order is "Registered order].
The Generate item command generates child orders only for empty orders, and does nothing after order generation.
Then, even if the order quantity is changed after execution, the [Order class] property of the child order is [Registered order], so the order quantity does not follow and remains unchanged.
When the above order property setting expression and item property setting expression are set, changes to the order quantity are reflected to the order quantity of child orders through the auto-replenishment production feature after order generation. In other words, generation of the first ETO order is done by the Generate item command, and after that, the quantity of the ETO order is calculated using the auto-replenishment production feature.

At this time, the ETO order is given a code by the [Auto-generated one-to-one order code expression] property in the project settings.
In that case, we recommend changing[Auto-generated one-to-one order code expression] in the project settings as follows because the order code cannot be an item code in the case of a preset expression.

IF(0<PropCount(ME.Item.EtoItem_Rev),ME.Order_Item.Item_Code,ME.Order_OneToOnePeggingOrderSourceGeneric.Order_Code+'-'+ME.Order_Item.Item_Code)

This expression is found in the standard registered expressions.

In cases where the quantity of the order does not change, the preset expressions "order property setting expression" and "item property setting expression" can be deleted.
Further, is it recommended to leave the preset expression for [Auto-generated one-to-one order code expression] in the project settings as is.



HelpNo.:750710
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