2. Item Features and Options An Enhancement For iSeries 400 DMAS from  Copyright I/O International, 2003 Skip Intro

3. 2 Item Features & Options An I/O enhancement for DMAS Order Entry 4 Provides added flexibility for DMAS kits, groups, and extended description items 4 Provides ability to define “Kits on the Fly” 4 May be used instead of DMAS kits, groups and extended descriptions, selectively by item, or 4 Will co-reside with DMAS kits, groups, and extended description items

4. 3 Item Features & Options An I/O enhancement... 4 I/O Features and Options are maintained in a completely separate file from the DMAS Item Relationship file 4 I/O Features and Options have higher priority If a particular item (such as a kit) has a definition in both the I/O Feature and Options file and the DMAS Item Relationship file, the I/O Feature and Option definition is always selected by order entry (the DMAS Item Relationship definition is not used at all)

5. 4 Item Features & Options An I/O enhancement... 4 I/O Features and Options consist of –A “Feature Item” (a parent item that is either a kit, group item, or item with extended description) –One or more “Features” (components that may be either items, special charges, or comments) 4 A feature may be optional 4 A feature may consist of options (from which the user must select one) 4 The user may be allowed to enter/change data for features and options (descriptions, quantities, prices/amounts)

6. 5 Item Features & Options An I/O enhancement... 4 I/O Features and Options may be use to define reiterative searches –Provides ‘Drill down’ searching capability –Provided by having a feature item with a single feature that has options –A selected option takes the user to another feature with options –No limit to depth –Similar to ordering car parts at an automotive parts store

7. 6 Item Features & Options An I/O enhancement... 4 For users of e-DMAS, item features and options is supported by e-DMAS WEB order entry in both versions –Business –Consumer (retail) Examples in this presentation are based on the “Business” version of e- DMAS

8. 7 Item Features & Options With this enhancement you can: 4 Allow a feature to be “optional” during the explosion 4 Allow the quantity to be changed at explosion time 4 Allow item prices or special charge amounts to be changed at explosion time 4 Allow descriptions to be changed at explosion time (items or special charges)

9. 8 Item Features & Options With this enhancement... 4 Present choices (options) for a particular feature for which one must be selected during explosion 4 Options for a feature may be either other items, comments, special charges or a mixture of all three 4 During the explosion, prompt the user to enter data –Data entered may be either a comment or the description in a special charge

10. 9 Item Features & Options General: 4 DMAS Items that may be supported by I/O Features and Options are: –Kit items –Group items –Extended Description items

11. 10 Item Features & Options General... 4 An element within a feature and options definition is referred to as a “Feature” 4 A feature may be: –An item –A comment –A special charge –A list of options

12. 11 Item Features & Options General... 4 A feature may be defined as “optional” or “required” 4 For a given feature, a user may be allowed to override: –Quantity ordered –Description –Price

13. 12 Item Features & Options General... 4 Multiple options may be defined for a feature 4 Options may be items, comments, or special charges 4 An option is selected at order entry time

14. 13 Item Features & Options General... 4 For a special charge that is a feature, description and amount may be required to be entered or user may override default 4 For a comment that is a feature, description may be required to be entered or user may override default

15. 14 Item Features & Options Kits on the Fly 4 For “Kits on the Fly”, use a parent item of either a Kit, Group item, or Extended Description item –The parent for a kit is placed into the sales order together with all selected kit elements, the total amount is “rolled up” to the parent level –The parent for a group is NEVER placed into the sales order –The parent for an extended description item is placed into the sales order together with all selected elements, the price of the parent is kept separate from the feature components 4 Generally, a kit with variable options should always be a “price roll-up” kit –DO NOT place a kit price in the kit parent item master record

16. 15 Item Features & Options Kits on the Fly... 4 For kits with a list price in the parent item master record, the kit will always sell for the parent price, regardless of how many item features and/or options are selected 4 With “Price roll-up” kits, the resulting kit price is entirely dependent on features, options, and quantities selected at order entry time

17. 16 Item Features & Options Kits on the Fly... 4 If you want the “Parent” in the order, use a Kit item or Extended Description item 4 If you want a single amount for the entire relationship, use a Kit item 4 If you want an amount for the parent plus individual amounts for each feature, use an Extended Description item 4 If you do not want the “Parent” in the order, use a Group item Item Features & Options Summary

18. 17 General Maintenance Item Features & Options Summary Extended Description Items Entering a Group Item Getting Started File Maintenance Order Entry (click button to view detail) Entry Features Entering an Extended Desc Item Kits Group Items Entering a Kit Using Reiterative Searching Reiterative Searches WEB Order Entry Examples Back to Title Page

19. 18 Entry Features 4 This section presents many of the types of entry available via the Item Features & Options enhancement

20. 19 Entry Features You enter an item that has features and options as you would any ordinary item in DMAS order entry Enter the item that has features and options like any other item You will be prompted for the features and options once you press the Enter key

21. 20 Entry Features Feature that is a data prompt (single comment record) Prompts the user to key data In the definition: The prompt was keyed (a prompt is required for all item features), comment was left blank Show Definition This example: Required entry, created with a comment record

22. 21 Entry Features Feature that is a single item record Show Definition Shows item that will be entered, allows price override In the definition: The item was keyed, price was not protected, feature is not required (may be excluded at order entry time) This example: Feature is optional, created with an item record

23. 22 Entry Features Feature that consists of 4 options Show Definition Prompts the user to select one of the listed options This example: Required entry, an option containing 2 comment records, 1 item, and 1 special charge In the definition: Identified as an option, 2 comments, 1 item, and 1 special charge keyed, feature is required, user must select one option, no overrides allowed

24. 23 Entry Features Feature that consists of a single special charge Show Definition Prompts the user to change the description, if desired This example: Required entry, created with a special charge record In the definition: The special charge was keyed, description was not protected, feature is required, price is protected

25. 24 Entry Features Feature that consists of 2 options Show Definition Prompts the user to select one of the listed options This example: Required entry, created with 2 comment record In the definition: Identified as an option, 2 comments keyed, feature is required, user must select one option, no overrides allowed

26. 25 Entry Features Feature that is a single special charge Show Definition Prompts the user to key data for the description This example: Required entry, created with a special charge record In the definition: The special charge was keyed, description was not entered or protected, feature is required, price is not protected

27. 26 Entry Features Feature that consists of 4 options Show Definition Prompts the user to select one of the listed options This example: Required entry, created with 4 item records In the definition: Identified as an option, 4 items keyed, feature is required, user must select one option, no overrides allowed

28. 27 Entry Features After all prompting has been completed, the user may review his entries and selections End of topic A list of all prompts is displayed The user’s selections and entries are displayed The user may repeat a single prompt by using option 2 The user may review more options by using the Page Up and Page Down keys

29. 28 Entering a Kit 4 The following is an example of entering an item (that is a Kit and has Item Features and Options) in DMAS order entry 4 This example is for an high pressure hydraulic hose assembly with 2 fittings 4 We need to know the hose length, what fittings are required on each end, does the user want dust caps, and how should shipping be handled

30. 29 Entering a Kit Enter the kit item number in order entry The item number of the kit is entered in order entry and the number of kits desired

31. 30 Entering a Kit Select the type of hose, enter length Show Definition We select the stainless steel reinforced hose and indicate that it needs to be 26 inches long A selection is required and no other overrides but the quantity are allowed

32. 31 Entering a Kit Enter cutting instructions Show definition If needed, we may now enter specific cutting instructions These instructions are optional. To skip the instructions, we merely press F12 to exclude them from the order

33. 32 Entering a Kit We are now required to select the first fitting for the hose Show Definition We must select one of the listed fittings This fitting is required We have selected a “Qwik-Snap” female fitting for $8.95

34. 33 Entering a Kit We now must choose a second fitting We must select one of the listed fittings This fitting is required We have selected a threaded female fitting with a 45 degree angle for $9.80

35. 34 Entering a Kit We may now select a dust cap if we want Show Definition A list of available dust caps is displayed In our example, we select a dust cap for the female Qwik- Snap fitting that we ordered Note that if both of our fittings were the same, we could select a dust cap and order 2 of them if we wished This is an optional feature

36. 35 Entering a Kit A second dust cap selection window appears If we wanted a second dust cap and it needed to be different than the first one, we could select the second one here In our example, we only want one dust cap We can exclude this feature by pressing F12

37. 36 Entering a Kit Select shipping option Show definition We may now select our shipping option We have selected to have a $15 shipping charge added to our kit We have the option to change the shipping charge amount at this time This feature is optional

38. 37 Entering a Kit Review selected features We may now review the features and options that we selected The features that we elected to “exclude” are identified in a different color We continue by pressing F2

39. 38 Entering a Kit Features and Options kit in the sales order End of topic The kit that was created by the I/O Features and Options enhancement now appears in the order like any normal DMAS kit Note that the kit parent has been added to the order as well as all selected features with the kit amount ($54.74) being the rolled-up price of all component features..

40. 39 Entering a Group 4 The following is an example of entering an item (that is a Group and has Item Features and Options) in DMAS order entry 4 This example is for an high pressure hydraulic hose assembly with 2 fittings 4 We need to know the hose length, what fittings are required on each end, does the user want dust caps, and how should shipping be handled

41. 40 Entering a Group Enter the group item number in order entry The item number of the group is entered in order entry and the number of groups desired

42. 41 Entering a Group Select the type of hose, enter length Show Definition We select the stainless steel reinforced hose and indicate that it needs to be 26 inches long A selection is required and no other overrides but the quantity are allowed

43. 42 Entering a Group Enter cutting instructions Show definition If needed, we may now enter specific cutting instructions These instructions are optional. To skip the instructions, we merely press F12 to exclude them from the order

44. 43 Entering a Group We are now required to select the first fitting for the hose Show Definition We must select one of the listed fittings This feature is required We have selected a “Qwik-Snap” female fitting for $8.95

45. 44 Entering a Group We now must choose a second fitting We must select one of the listed fittings This feature is required We have selected a threaded female fitting with a 45 degree angle for $9.80

46. 45 Entering a Group We may now select a dust cap if we want Show Definition A list of available dust caps is displayed In our example, we select a dust cap for the female Qwik- Snap fitting that we ordered Note that if both of our fittings were the same, we could select a dust cap and order 2 of them if we wished This is an optional feature

47. 46 Entering a Group A second dust cap selection window appears If we wanted a second dust cap and it needed to be different than the first one, we could select the second one here In our example, we only want one dust cap We can exclude this feature by pressing F12

48. 47 Entering a Group Select shipping option Show definition We may now select our shipping option We have selected to have an $8.50 shipping charge per group, added to our order The bottom shipping charge is a “flat” amount, not affected by the number of groups ordered. This feature is required

49. 48 Entering a Group Review selected features We may now review the features and options that we selected The features the we elected to “exclude” are identified in a different color We continue by pressing F2

50. 49 Entering a Group Features and Options group in the sales order End of topic The group that was created by the I/O Features and Options enhancement now appears in the order like any normal DMAS group Note that the group parent has NOT been added to the order, but all selected features have.

51. 50 Entering an Extended Desc Item 4 The following is an example of entering an item (that is an Extended Description Item and has Item Features and Options) in DMAS order entry 4 This example is for an item with color choices 4 We need to know the color desired for the power cord and if the power cord should be attached or not at time of shipment

52. 51 Entering an Extended Desc Item Enter the extended description item number in order entry The item number of the extended description item is entered in order entry and the quantity of that item desired

53. 52 Entering an Extended Desc Item Select the color Show Definition We select the red plug A selection is required and no other overrides are allowed

54. 53 Entering an Extended Desc Item Enter cord options Show definition If the user does NOT want the cord detached, this option may be excluded with F12. If the user wants the cord detached, then this option is included, but a $5.00 extra charge will be added. Note that the description is not protected.

55. 54 Entering an Extended Desc Item Review selected features We may now review the features and options that we selected We continue by pressing F2

56. 55 Entering an Extended Desc Item Features and Options extended description item in the sales order End of topic The item with extended description that was created by the I/O Features and Options enhancement now appears in the order like any normal DMAS item with an extended description.

57. 56 Using Reiterative Search 4 The following is an example of using the I/O Features and Options function to provide reiterative searching capability 4 We want to find the engines available for a 1990 Chevrolet automobile

58. 57 Using Reiterative Search Enter the beginning key word, in this case VEHICLE The key search word (item number) of the reiterative search item is entered in order entry and the quantity of engines desired

59. 58 Using Reiterative Search We select AUTOMOBILE from the list of available options Show Definition A list of vehicles is displayed from which to make a single selection A selection is required and no other overrides are allowed Each option item displayed is another reiterative item. So, when we select one, another list of options will display.

60. 59 Using Reiterative Search We select CHEVROLET from the list of available options Show definition A list of automobile makes is displayed from which to make a single selection A selection is required and no other overrides are allowed Again, each option item displayed is another reiterative item. So, when we select one, another list of options will display.

61. 60 Using Reiterative Search We select YEAR 1990 from the list of available options A list of years is displayed from which to make a single selection Show definition A selection is required and no other overrides are allowed Again, each option item displayed is another reiterative item. So, when we select one, another list of options will display.

62. 61 Using Reiterative Search We select ENGINE from the list of available options Show definition A list of auto components is displayed from which to make a single selection A selection is required and no other overrides are allowed Again, each option item displayed is another reiterative item. So, when we select one, another list of options will display.

63. 62 Using Reiterative Search We select 350 CI from the list of available engines Show definition A list of engines is displayed from which to make a single selection These option items are now REAL items. Note that the quantity field is entry capable. A selection is required and no other overrides are allowed

64. 63 Using Reiterative Search We are now presented with a summary of our selections We have finally gotten to the list of engines and selected one. Note that since the last option selected was NOT a reiterative search item, we are now at the end of the reiterative search..

65. 64 Using Reiterative Search We are returned to our order and see the engine we selected End of topic The item for the engine that we selected is added to the order like any item that we may have keyed directly.

66. 65 WEB Order Entry Examples 4 Web order entry via I/O’s e-DMAS application also supports the use of item features and options 4 Web order entry differs in the following ways –All features and options of an item with features and options are listed on a single page –Options (if so coded by the user) may be selected from “drop-down” lists –External HTML documents may be used to help instruct the user about specific features –Additional Help Instructions (if coded) will display just prior to the feature to which they relate

67. 66 WEB Order Entry Examples 4 Default quantities of features and options are based on original order quantity of parent –Unless “Refresh with New Quantity” button is clicked 4 Default features and options prices / amounts based on default quantities –Unless override quantity / price is entered –And “Recalculate Options” button is clicked

68. 67 WEB Order Entry Examples 4 Use “Refresh with New Quantity” and “Recalculate Options” buttons if you want to view pricing and amount results prior to adding item to shopping cart

69. 68 Summary of Web Order Entry Examples Order Entry (click button to view detail) End of topic From Item Search Results Enter a Group Item Example in Shopping Cart Key Item Number From Shopping Cart Enter a Kit Enter an Extended Description Item Example on Check Out Page

70. 69 Key Item Number An item with features and options may be ordered by keying the item number and quantity like any other item The item number and quantity may be keyed Then click “Add to Cart” End of topic

71. 70 From Item Search Results An item with features and options may be ordered from the Item Search Results page Instead of displaying an entry capable field, an item with features and options will display a hot link of “Order” When the “Order” hot link is clicked, the features and options explosion page is displayed End of topic

72. 71 From Shopping Cart An item with features and options may be ordered from the Shopping Cart page An item with features and options will display a hot link of “Change” if it has been added to the cart but not yet ordered Previously ordered items with features and options will have a hot link of “Order” End of topic

73. 72 Entering a Kit In this example, the parent item is a kit item If the parent quantity is changed, click the “Refresh with New Quantity” button to change the features and options defaults This example shows special instructions for the first feature The user should select an option and enter the desired hose length

74. 73 Entering a Kit By scrolling forward, the user can see the next features in the kit This feature is required This feature is optional Select an option, then key the desired quantity if different

75. 74 Entering a Kit By scrolling further, we now see the last features and options for this kit Amounts for optional features NOT selected are ‘grayed’ out Amounts for required features, or features that have been selected, are highlighted The total for this kit is the total rolled up cost of all selected components

76. 75 Entering a Kit 4 Remember – If you select an option or enter a quantity, price or amount that has an impact on the overall cost of the kit, you MUST click the “Recalculate Options” button in order to see the calculated results of your selections

77. 76 Entering a Kit This is an example of a kit item with features and options as it appears in the shopping cart Only select features and options appear in the shopping cart The total cost is a sum of all the selected features and options The kit parent is included and identified

78. 77 Entering a Kit This is an example of a kit item with features and options as it appears on the check out page Only selected features and options are displayed on the Check Out page The total cost is a sum of all the selected features and options End of topic The kit parent is included and identified

79. 78 Entering a Group Item In this example, the parent item is a group item This example shows text from an external HTML document as instructions for the following feature If the parent quantity is changed, click the “Refresh with New Quantity” button to change the features and options defaults

80. 79 Entering a Group Item By scrolling further, we now see the last features and options for this group item A feature may be optional Options may be set up to be “drop- down” selections You may allow the end user to enter descriptions, quantities, and even amounts The total for this group item is the total cost of all selected components

81. 80 Entering a Group Item 4 Remember – If you select an option or enter a quantity, price or amount that has an impact on the overall cost of the group item, you MUST click the “Recalculate Options” button in order to see the calculated results of your selections

82. 81 Entering a Group Item This is an example of a group item with features and options as it appears in the shopping cart Only select features and options appear in the shopping cart Each selected feature has it’s own cost The group parent is displayed but NOT ADDED to the sales order

83. 82 Entering a Group Item This is an example of a group item with features and options as it appears on the check out page Only selected features and options are displayed on the Check Out page Each selected feature has it’s own cost End of topic The group parent is displayed but NOT ADDED to the sales order

84. 83 Entering an Ext Desc Item In this example, the parent item is an item with extended description Items with extended description have a cost associated with the parent If the parent quantity is changed, click the “Refresh with New Quantity” button to change the features and options defaults

85. 84 Entering an Ext Desc Item By scrolling forward, the user can see the next features in the extended description item Features may be required or optional A feature may be a special charge, comment, list of options, or an item

86. 85 Entering an Ext Desc Item By scrolling further, we now see the last features and options for this extended description item Options may be comments, special charges, or items The total for this extended description item is the total of the parent item PLUS all selected components Options may be set up to be “drop- down” selections

87. 86 Entering an Ext Desc Item 4 Remember – If you select an option or enter a quantity, price or amount that has an impact on the overall cost of the extended description item, you MUST click the “Recalculate Options” button in order to see the calculated results of your selections

88. 87 Entering an Ext Desc Item This is an example of an extended description item with features and options as it appears in the shopping cart Only select features and options appear in the shopping cart The total cost to the user is the item parent cost PLUS the cost of each selected component

89. 88 Entering an Ext Desc Item This is an example of an extended description item with features and options as it appears on the check out page Only selected features and options are displayed on the Check Out page The cost to the user is the cost of the parent PLUS each selected component End of topic

90. 89 In the Shopping Cart This example shows how an item with features and options appears when just added to the shopping cart Only select features and options appear in the shopping cart End of topic

91. 90 On Check Out This example shows how an item with features and options appears on the check out page Only selected features and options are displayed on the Check Out page End of topic

92. 91 File Maintenance 4 Before you start, make sure the item master records exist for both parents and any items you plan to use within any features or options 4 Define item master records as you would for DMAS kits, groups and extended descriptions

93. 92 File Maintenance 4 If you are defining a new Item Feature for an item, make sure you change the Item Type in the item master record (via DMAS item file maintenance) to reflect the features and options you are defining –Kits are Item Type = 3 –Extended Descriptions are Item Type = 4 –Groups are Item type = 5 4 You may change the Item Type either before or after you define the item features and options

94. 93 File Maintenance I/O Item Feature & Options file maintenance is accessible from within DMAS file maintenance Request the Menu options by pressing F22

95. 94 File Maintenance Then enter an option of 7 to define I/O features and options The I/O Features and Options file maintenance function is initiated by using option 7.

96. 95 File Maintenance You may indicate the company, warehouse and customer number with which to test the results of your file maintenance. You are not required to enter anything at this time. You may enter this data later in maintenance. To bypass this window, press the Enter key.

97. 96 File Maintenance The Item Feature File Maintenance screen is then displayed You may press F4 to view a list of existing items. If you know the item number of the parent item you want to work with, you may key it here.

98. 97 File Maintenance Pressing F4 displays the Item Selection List window. You can select an item from the list with which to work. You can request only items of a certain type (only Kits in this case) Select the item you want to work with by using an option of 1.

99. 98 File Maintenance If an Item Feature already exists for the item you selected (or keyed), a summary of it is displayed From here, you may add features, change existing features, or delete features You can request the Item F/M Features Test window by using F15. The parent type is identified just under the item description

100. 99 File Maintenance To define features and options for an item that presently does not have any, key (or select) the parent item number and press Enter. A message will display, informing you that no features or options exist for this item. Start defining new features by pressing F6.

101. 100 File Maintenance Now return to the Item Features and Options Summary (click End of Topic below) and continue by clicking the file maintenance button of the item type that you are interested in. The General Maintenance button will give you an overview of the different maintenance screens that you may encounter. End of topic

102. 101 Maintenance - General (click button to view detail) Click on the type of feature you want to know more about Item Features & Options Summary Feature as an Item Feature as Data Feature as a Special Charge Feature with Options

103. 102 Maintenance – Item Feature Entering a feature that is an item Indicate if the feature is required or optional and where it should print Key the prompt for this feature For a feature to be an item, key an “I” Then Press the Enter key If you want an html document to display just prior to this feature on the WEB, enter the document name here

104. 103 Maintenance – Item Feature The feature item details screen then displays You must enter an item number and a quantity An entry in any other field becomes an override to the item master for this item If you want this item quantity to extend against the parent’s quantity, enter a “Y” You may protect or allow entry into these fields End of topic Then Press the Enter key

105. 104 Maintenance – Data Feature Entering a feature that is data (a comment) Indicate if the feature is required or optional and where it should print Key the prompt for this feature For a feature to be an item, key an “D” Then Press the Enter key

106. 105 Maintenance – Data Feature The feature data details screen then displays You may enter a description or leave it blank A = Always protect, N = Do not protect this field W = Protect this field from WEB entry only If you want to allow the end user to key into this field, enter either an “N” or a “W” End of topic Then Press the Enter key

107. 106 Maintenance – Special Charge Feature Entering a feature that is a special charge Indicate if the feature is required or optional and where it should print Key the prompt for this feature For a feature to be an item, key an “S” Then Press the Enter key

108. 107 Maintenance – Special Charge Feature The feature data details screen then displays You may enter a description or leave it blank A = Always protect, N = Do not protect this field W = Protect this field from WEB entry only If you want to allow the end user to key into these fields, enter either an “N” or a “W” Enter the special charge amount and if you want it to extend End of topic Then Press the Enter key

109. 108 Maintenance – Feature with Options Entering a feature with options for a new feature item A Feature sequence of 1.0 indicates that this is the first feature for this feature item Indicate if the feature is required or optional and where it should print Key the prompt for this feature A feature may have options or it may be an item, data (comment), or a special charge. This feature has options (we key an “O”). Then Press the Enter key

110. 109 Maintenance – Feature with Options The screen format changes to the format for options. If previous options existed for this feature, they would be listed. If you are using e- DMAS, indicate if you want these options to be in a drop-down or a simple list. To work with existing options or add new options, press F6.

111. 110 Maintenance – Feature with Options The Feature Options screen is then displayed If previous options existed for this feature, they would be listed. To add a new option, press F6.

112. 111 Maintenance - Feature with Options The Feature Option Details screen is then displayed Identify what type of option you are creating The format of the next screen displayed depends on the Option type you key here. Then Press the Enter key

113. 112 Maintenance - Feature with Options We now identify the item we want as this particular option We keyed an Option type of “I” for “item”, so the screen now asks for item information.. We can protect these fields (with a “Y”) or allow them to be input capable (with an “N”). You must key at least the item number and a quantity Then Press the Enter key

114. 113 Maintenance - Feature with Options We repeat the process and enter a total of 3 options The screen always identifies the sequence number of the next option to be entered. After the last option is entered, just... Press the Enter key

115. 114 Maintenance - Feature with Options A list of all options entered for this feature is displayed From here you can rearrange the options, change one, delete one, etc. To exit working with these feature options, press either F3 or F12.

116. 115 Maintenance - Feature with Options A summary of the feature including it’s options is then displayed. Review the feature and it’s options. Press the Enter key If everything is as you want it, simply...

117. 116 Maintenance - Feature with Options The summary screen for the item with features is then displayed. You can enter more features by pressing F6. You can make changes to the existing feature items by using option 2. End of topic Or you can go to another feature item by keying it’s item number.

118. 117 Maintenance - Kits 4 Entering features for a kit is no different than group items or items with extended descriptions 4 Just make sure the parent item is coded as a “Kit” parent in the item master file

119. 118 Maintenance - Kits A kit item with features and options may have features that are items, data (comments), special charges, or options The feature type is identified for each feature Additional Help instructions (for WEB use only) exist if an “H” appears in this column End of topic Features that are required have a “Y” in this column

120. 119 Maintenance – Groups 4 Entering features for a group item is no different than kit items or items with extended descriptions 4 Just make sure the parent item is coded as a “Group” parent in the item master file

121. 120 Maintenance - Groups A group item with features and options may have features that are items, data (comments), special charges, or options The prompts are displayed for each feature End of topic The default values are displayed for each option.

122. 121 Maintenance – Ext Desc Items 4 Entering features for an item with extended descriptions is no different than kit or group items 4 Just make sure the parent item is coded as an item with “Extended Description” in the item master file

123. 122 Maintenance – Ext Desc Items An extended description item with features and options may have features that are items, data (comments), special charges, or options Remember, since the parent item is a REAL item, each feature is “in addition to” the parent item End of topic

124. 123 Maintenance – Reiterative Searches 4 The parent item of a reiterative search may be a kit, group, or extended description 4 The reiterative definition should have only one feature and that feature should have options 4 Create all item master records first 4 When creating reiterative definitions, always start with the LOWEST definition first and work your way up (the definition of the option item must exist before you use the item as an option in another definition)

125. 124 Maintenance – Reiterative Searches A reiterative search feature item must have only ONE feature The one feature should have options The options are the end user’s choices to select from The prompt gives instructions to the end user Each option may in turn, point to another item with options, each level taking the end user closer to what he is looking for User option 2 to change or add options

126. 125 Maintenance – Reiterative Searches A summary of the feature is displayed including each option To work with a given option or add or delete an option, use F6 When an option itself is a reiterative item, it is identified as a “Cat” (category) type of option

127. 126 Maintenance – Reiterative Searches Each option is then displayed, allowing the end user access to any or all of them To work with a given option, use a maintenance option of 2

128. 127 Maintenance – Reiterative Searches The details of the option are then displayed A message displays when the option is going to be considered a “reiterative” search item, referred to as a “category” item The item AUTOMOBILE is a group item. It could be a kit, group, or item with extended description.

129. 128 Maintenance – Reiterative Searches Special note... End of topic When setting up reiterative items, you just always start by defining the LOWEST reiterative level first, then work your way upward to the top level. In our example, AUTOMOBILE must be defined before VEHICLE. And if AUTOMOBILE is a reiterative item, it’s options must be defined before AUTOMOBILE is defined.

130. 129 The feature prompt is “Child’s name” Feature Definition Feature – Single Comment This feature is a single comment record End of topic The feature is required The feature is a “Data” type (comment), and the comment description is left blank and not protected. This will cause a required entry by the user at order entry time.

131. 130 The feature prompt is “Book stand” Feature Definition Feature – Single Item This feature is a single item record End of topic The feature is NOT required The feature is an “Item” type, the item number and the unit of measure is entered. The quantity per is entered and protected. The description is not entered and protected (it will default to the item’s description). The item override price is entered and not protected.

132. 131 The feature prompt is “Color of book cover” Feature Definition Feature - Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 2 comments, 1 item, and 1 special charge. The user will be required to select one option at order entry time.

133. 132 The feature prompt is “Test a SpC” Feature Definition Feature – Single Special Charge This feature is a single special charge record End of topic The feature is required The feature is a “Special Charge” type, and the description is entered and not protected. This will allow the user to change the description at order entry time. The price is entered and protected. More Info

134. 133 The feature prompt is “Pick country” Feature Definition Feature - Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 2 comment records. The user will be required to select one of the options at order entry time.

135. 134 The feature prompt is “NEW ITEM” Feature Definition Feature – Single Special Charge This feature is a single special charge record End of topic The feature is required The feature is a “Special Charge” type, and the special charge description is left blank. This will cause a required entry by the user at order entry time. The charge amount is entered but not protected.

136. 135 The feature prompt is “Pick an item” Feature Definition Feature - Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 4 items. The user will be required to select one of the options at order entry time.

137. 136 The feature prompt is “Select Hose, Length:” Feature Definition Feature in a Kit Item – Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 3 items. The user will be required to select one of the options at order entry time.

138. 137 The feature prompt is “Cutting Instructions:” Feature Definition Feature in a Kit Item – Single Comment This feature is a single comment record End of topic The feature is NOT required The feature is a “Data” type (comment), and the comment description is left blank and not protected. This will cause a required entry by the user at order entry time.

139. 138 The feature prompt is “First Fitting:” Feature Definition Feature in a Kit Item - Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 8 items. The user will be required to select one option at order entry time.

140. 139 The feature prompt is “Dust Caps (optional):” Feature Definition Feature in a Kit Item - Option This feature is an option End of topic The feature is not required The feature is an “Option” type, and contains 4 items. The user will be required to either exclude this feature from the kit or select one of the options at order entry time.

141. 140 The feature prompt is “Select Shipping Charges:” Feature Definition Feature in a Kit Item – Option This feature is an option End of topic The feature is not required The feature is an “Option” type, and contains 1 comment and 1 special charge. The user will be required to select one of the options at order entry time. The charge amount is entered and protected. The special charge amount will extend times the quantity of kits ordered. Having a “flat” amount is not an option for kits.

142. 141 The feature prompt is “Select Hose, Length:” Feature Definition Feature in a Group Item – Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 3 items. The user will be required to select one of the options at order entry time.

143. 142 The feature prompt is “Cutting Instructions:” Feature Definition Feature in a Group Item – Single Comment This feature is a single comment record End of topic The feature is NOT required The feature is a “Data” type (comment), and the comment description is left blank and not protected. This will cause a required entry by the user at order entry time.

144. 143 The feature prompt is “First Fitting:” Feature Definition Feature in a Group Item - Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 8 items. The user will be required to select one option at order entry time.

145. 144 The feature prompt is “Dust Caps (optional):” Feature Definition Feature in a Group Item - Option This feature is an option End of topic The feature is not required The feature is an “Option” type, and contains 4 items. The user will be required to either exclude this feature from the group or select one of the options at order entry time.

146. 145 The feature prompt is “Select Shipping Charges:” Feature Definition Feature in a Group Item – Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 1 comment and 2 special charges. The user will be required to select one of the options at order entry time. The charge amounts are entered and protected. The first special charge extends times the group quantity ordered. The bottom special special charge is a flat amount regardless of the group quantity.

147. 146 The feature prompt is “Select Color of Plug:” Feature Definition Feature in an Ext Desc Item – Option This feature is an option End of topic The feature is required The feature is an “Option” type, and contains 3 comments. The user will be required to select one of the options at order entry time.

148. 147 The feature prompt is “Cord Shipping Status:” Feature Definition Feature in an Ext Desc Item – Single Special Charge This feature is a single special charge record End of topic The feature is not required The feature is a “Special Charge” type, and the description is entered and not protected. This will allow the user to change the description at order entry time. The price is entered and protected. The price will extend times the quantity ordered.

149. 148 Feature Definition Additional Information – Special Charge When a special charge is used as a feature or an option within a feature of either a group item or extended item description, then the “Extended amount” flag may be used. End of topic If the Extended amount flag is a “Y”, then the special charge amount will extend times the quantity ordered of the group item or the extended description item. If the flag is set to “N”, then the amount is a “flat” amount and will not extend.

150. 149 The feature prompt is “Select type of vehicle:” Feature Definition Feature in a reiterative Group Item – Option This is the single feature of a reiterative item End of topic The feature is required The feature is an “Option” type, and contains 4 items, each another reiterative item. The user will be required to select one of the options at order entry time.

151. 150 The feature prompt is “Select make:” Feature Definition Feature in a reiterative Group Item – Option This is the single feature of a reiterative item End of topic The feature is required The feature is an “Option” type, and contains 4 items, each another reiterative item. The user will be required to select one of the options at order entry time.

152. 151 The feature prompt is “Select year:” Feature Definition Feature in a reiterative Group Item – Option This is the single feature of a reiterative item End of topic The feature is required The feature is an “Option” type, and contains 4 items, each another reiterative item. The user will be required to select one of the options at order entry time.

153. 152 The feature prompt is “Select component:” Feature Definition Feature in a reiterative Group Item – Option This is the single feature of a reiterative item End of topic The feature is required The feature is an “Option” type, and contains 2 items, each another reiterative item. The user will be required to select one of the options at order entry time.

154. 153 The feature prompt is “Select engine size:” Feature Definition Feature in a reiterative Group Item – Option This is the single feature of a reiterative item End of topic The feature is required The feature is an “Option” type, and contains 2 items, each is a REAL item. The user will be required to select one of the options at order entry time. This is then the end to the reiterative search.

155. 154 End of Presentation For more information about the Item Features and Options Enhancement for iSeries 400 DMAS, call I/O International, Inc. at (914) 232-2233 Thank you for your interest Suite 2002 Pinewood Business Center Somers, New York 10589 Return to Item Features & Options Summary

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