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Set Up Operations

Lauren Colie
Updated

Operations allow SecturaFAB to calculate the cost and price of items in a quote. They are divided into two categories, primary and secondary operations. Let's explore. 

 

To begin, select "Operations" from the "Production" settings. 

 

Operations.PNG

 

Here is where you can manually add a new operation by selecting "Add." Explore our resource center for information on using quick adds for operations such as weld to speed up this workflow. Let's define the parameters of an operation. Select "Edit" on a highlighted operation. 

 

Operations 3.PNG

 

The parameters for operations are: 

  • Name: The Name of the operation.

  • Code: The operation Code.

  • Description: Description of the operation.

  • Label: The label will be displayed on the item to indicate what operation has been added. (max 5 characters)

  • Tag: Adds a tag to a line item to uniquely identify what operations have been added to the item.

  • External Reference: Used for integration to link the operation to an operation in an ERP system.

  • Enabled: Enable the operation.

  • Primary Operation: Primary operations are the first operations applied to an item.

  • Required by Quote: If checked then this operation will be added to all quotes.

Operations 4.PNG

 

Select "Save & Edit Calculators" to view Operation Calculators. 

 

Operation Calculators

Operation calculators are connected to equipment and will fire if the operation with that equipment is selected. Select "Edit" on a highlighted calculator to view the calculator parameters. 
 
Operations 5.PNG
 
The parameters for operation calculators are:
 
  • Name: Operation calculator name.
  • External Reference: The external reference to the calculator, used for integration to ERP systems.
  • Description: Description of the operation calculator.
  • Product Type: A list of products that the operation will apply to.
  • Operation Type: Define the operation type.
  • Primary: A primary operation and the result of the calculator will be displayed on the primary tab of the item
  • Secondary: The secondary operation and the result of the calculator will be displayed on the secondary tab of the item. When applying the calculator, the user will have an option to change the values in the input fields.
  • Setup: Setup calculators do not allow the user to type in values when applying the calculator, and the result will be displayed with the main operations. The user can change the values after the calculator has been applied.
  • Input: Input calculators are used for inputs only and do not add any cost to the quote item.
  • Shipping: Shipping calculators are used to calculate shipping costs and the result will be added to the shipping field of the quote.
  • Input Type: This value only applies to some of the calculators.
  • Default: Display the most appropriate value.
  • Unit: Display the result as a per-unit value for the item.
  • Total: Display the result as a total value for the item.
  • Calculator Type: The type of calculator to use.  See Calculator Types
  • Base Units: The base units of the calculator. This is important for translation between different unit types.
Note: Most of the time the Base Units should be the same as the Cost Units.
  • Conversion: The conversion factor to go from Base Units to Cost Units.
  • Default Value: The default value for the operation.
  • Minimum Value: The minimum input value. If the input value is less than this value, the minimum value will be used.
  • Cost Category: The cost record that will be used when the operation is applied.
  • Cost Units: The units of the cost value.
  • Minimum Price: The minimum price for the operation calculator. If the price is calculated and the value is less than the minimum price the minimum price will be used.
  • Field Description: The label for the input value.
  • 2nd Field Description: The label for the calculators that have more than one input field.
  • Default Value2: The default value for the second input field.
  • Equipment: Equipment list for the operation calculator.
  • Expression: The expression allows you to add custom logic when firing the calculator.
  • Rules: List of operation rules.
  • Lookup: Lookup file to use.
  • Lookup Type: Defines how to apply the lookup file.
  • None: ignore the lookup file.
  • Value Add: Adds the result of the lookup file to the user or calculated value.
  • Value Minimum: if the entered or calculated value is less than the lookup value then the lookup value will be used.
  • Value Override: Use the lookup value.
  • Spreadsheet: used an Excel spreadsheet to calculate the values.
  • Execute by Default: When unchecked the operation calculator will be shown but in a disabled state.
  • Apply Cost Margin: When unchecked the global margin or markup will not be applied to the price of the calculator.
  • Enabled: Enable or disable the operation calculator.

Operations 6.PNG

 

Congratulations! Learn more about calculator types in our resource center. 

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