Is there a way to stop our part from being tied to a customer part permanently so it no longer autofills the information?
Can you delete the cross reference record in customer part cross reference ?
So I can do that one by one every time I enter the part number. But I would like for it to not link at all. We are using a configurator with a standard part number but we want our part number to be put in the customer part since we don’t use that field
I see… that will be difficult to fight all of the time.
Could you write a BPM or Data directive to delete the customer part after it is created so you don’t have to do it manually?
The other thing you could try and do is use a UD field, but then you need to think through all of the BPMs you’ll need to make sure that it flows from the quote to the order, etc.
Do you have any idea how to set up the BPM or Data Directive for this specifically?
I want to hear what @Ernie has to say.
If the actual issue is that you don’t want the “customer part number” to appear on the SO Acknowledgement form and/or Pack Slip form, it might be easier to modify the form with a conditional field.
It almost sounds like @ypatel wants everything that the customer part number offers as standard functionality except the autopopulate and since every configuration will/may be different the customer part number will be different.
So here is the thing. We have a configured part number, but that part number is standard and doesnt have anything to do with the real part number. We were able to pull the real part number and replace it but since the real part number isnt tied to the config part number it doesn’t allow us to reconfigure if we need to
The real part number replaces the standard part number once the configuration is complete. But then the configure button greys out
That is why we went this different route of placing the real part number which was already an input value in the configurator into the customer part field. But every time we create a new order or line using the same standard part number it defaults and autofills the customer part to what we did last. We want it to null all fields each time the standard part number is entered and then based on the configuration fill the remaining fields but also allow us to reconfigure need be
Yash, you can’t you set the part number from the base part to the part that your configurator creates using document rules? you can use the same field, I don’t think you need to use the customer part field at all, do you?
So it sounds like you’re “hijacking” a field for a use it was not designed for. If that is the case, I’d recommend creating a UD field for your “real” part number and leaving the customer part number field for it’s otherwise intended use…
Or I might be reading this incorrectly.
That is correct. Using document rules I told it to replace the base part with the configurator “real” part. I would not need customer part field at all if it would just let me reconfigure after the part number was replaced
It should let you configure after the part is replaced, I haven’t had that behavior before. In other words, you are starting by putting “Base Part” in on the order line. Then you click configure, do your configuration and then it changes “base part” to “configured part,” and you can no longer click configure after that?
Yeah for some reason it is not letting me configure after it is replaced. Does the real part need to be linked to the configurator?
That’s correct, same process I am taking and it no longer allows click of configure
The real part that you type in on the order line to start with has to be a real part linked to the configurator, but the new part that is created can be anything. Just note that you lose the traceability of what part you started with. I would love to tag @timshuwy and see if he can add to this.
@jdewitt6029 do you have a screen shot of how the part number is created in your configurators? Don’t they allow to re-configure even though the part is a part on the fly? At Joe’s place they use a real part and then configure it. The configurator changes the part number to something new based on the selection, but we were always able to re-configure it.
So currently the base part is tied to the config and all its rules and methods. Is there a way to set all real parts to link the same way without having to go back and make any other changes?
I’m getting confused now Yash. I was trying to understand why you need the customer part number and it sounds like you need it because you are not able to click re-configure after you run through it and change the base part number to something else, is that right?