Package – Bag

The "Package – Bag" type of the specification characteristic is used to indicate the component to which that characteristic is linked to will be put in a bag. The Package characteristics should be linked to the component that represents the final product:

This specification characteristic class will activate the following functionality:

1040 – Bag Machine

For more information on the functionalities, refer to "Production Group Functionalities" in the Engineering Records.

This specification characteristic class will be shown in the estimate and in the job as in the following screen:

Note: A check box next to the functionality’s name will be shown only if the specification characteristic is optional to the selected component.

Note: It is possible to add packaging characteristics in the child component in Estimates ans Jobs.

One of the required data is the units of the product that should be in the package. Based on that, the system multiplies the quantity in the package by the final product’s quantity to get the final quantity of the child component. For example, if an Estimate is composed of a “Kit” product and a “Letter” child component, imagine that you defined the Kit’s quantity as 15,000 and that the Letter will be in a box with 5 letters each. Therefore, you will need 75,000 Letters (i.e., 15,000 x 5).

Note: You can use the same packaging type characteristic more than once in the same component in Estimates. This is useful for scenarios where your product has inner and outer cartons, for example. In this case, the system will apply in the Engineering simulation sequence the same order defined for the component in the Production tab of Estimates and Jobs.

Creating the characteristic

In the system’s main menu, navigate to Sales > Records > iQuote > Product Specification > Specification Characteristic Type or enter "Specification Characteristic Type” in the Quick Search field.

Click Add. Complete the fields in this screen, as described below:

Field	Description
Code	Identification code for the specification characteristic type.
Description	Description of the specification characteristic type. The system will show it in the other records.
Screen Description	Description of the specification characteristic type that the system will show in estimate’s and Product Order’s product specification. If this field is blank, the system will use the description defined in Description as the product specification.
Characteristic Class	Standard class that determines the type of specification characteristic, its information and viewing mode in the product specification. When you select a class, the Information about the Characteristic Class area will show how the system will present the characteristic in the product specification and how the characteristic will appear in the estimate’s and Product Order’s product specification.
Specification Characteristic Classification	Characteristic type that indicates how the system will show the specification characteristic in the Job.
Create Engineering	It indicates whether the specification characteristic is available for Engineering. You should select this option if you expect the specification characteristic to be available in the Engineering, to activate a functionality. If you mark a characteristic as "Create Engineering" and there is no recorded functionality that would suppress this characteristic, the system will not calculate the Engineering. For more information, refer to "Production Group".
Active	Indicates whether the specification characteristic is available for use in the the estimate’s and Product Order’s product specification.
Technical Characteristic	It indicates whether the specification characteristic is a technical characteristic. The user can view the technical characteristics in the estimate’s and Product Order’s product specification if they have the access control EPS > Sales > Records> iQuote > Product Specification > Characteristic Specification Type > View Technical Characteristics.
Allows Specialization	Indicates whether the specification characteristic is available for you to select as a specialization characteristic of a product that have different models. If a product has two models, where one will be packed in a packet and the other in a shrinkwrap, it should be specified as a single product with 2 models and it should be indicated that both the shrinkwrap and the packet can be specialized. This way, both models will be available in the product specification. This option applies only to the following specification characteristic classes: Package - Box Package - Strap Package - Packet Package - Pallet Package - Bag Package - Shrinkwrap It’s not possible to specialize the other classes’ product specification.

Note: Information about the Characteristic Class area.

By including the specification characteristic type in the Information about the Characteristic Class area, it is possible to view how the estimates' and jobs' product specification will display the selected characteristic, making it easier to choose the correct class.

The fields displayed in this area are only for viewing and cannot be filled. For more information on how to fill the characteristic fields in the estimate’s or Job’s product specification, refer to Estimating.

Click Confirm. Complete the new fields that will open in this screen, as described below:

Field

Description

Characteristic Description Mode

Define the description that the system uses by default to describe the characteristic in instances such as the Job. By choosing a mode, you set which data the description displays (e.g., the size and delivery type).

You can also choose one of the Customized Description options. To set them up, go to the Customized Description tab to define a customized set of data for the system to use.

Note: Select in the Specification Components Types record the specification characteristic description to be displayed in the Proposal.

Simple generic characteristic added

Type of specification class characteristic Generic Characteristic that you can link to another specification characteristic. For example, if you select the lamination specification characteristic for the product, it is necessary to automatically create a Review laminated materials specification characteristic. This second characteristic is assigned to the product, but the system will not show it in the specification screen.

This way, if the Create Engineering parameter is enabled for this characteristic, it is possible to use the linked characteristic to make filters in the Engineering or to activate generic functionalities.

The system displays this field only if you enable the Generate Engineering options.

Note below a brief description of this toolbar’s button:

Button Name	Button Function
Edit Characteristic Info	Allows the user to edit additional information to the specification characteristic, if the selected class type accept it.

Validation limits tab

Note: The validation limits can be used in some characteristic classes to determine a range that can be specified in the estimate or Job. For example, if a minimum and a maximum format are set as a characteristic’s validation limit the system will show a message informing there is an inconsistency in the estimates anytime someone tries to enter a value outside this range in the product specification.

To add a new validation limit, click New.

Click the arrow next to the Validation Type box and select the appropriate validation, if there are any.

In the Minimum field, enter the value to be the lowest validation limit value.

In the Maximum field, enter the value to be the upper validation limit value.

Repeat steps from 1 to 4 to add all the validation limits.

Edit characteristic info

Click Edit Characteristic Info if it is a new Record or if the characteristic details need to be edited. The screen below will open.

Click New.

Complete the fields in this screen, as described below:

Field	Description
Description	Name of the types of bags available for selection in the product specification. This information can be used to differentiate the raw material in the Engineering, if needed. For more information refer to “Bag (Package)” in the Engineering Records.
Active	It indicates whether this type of bag is available for use in the estimates’s and Job’s product specification.
Standard	It indicates if the type of bag is automatically selected when using this characteristic in the estimates’s and Job’s product specification.

Repeat step 1 and 2 to add all the appropriate options.

In Material, click New.

Complete the fields in this screen, as described below:

Field	Description
Description	Name of the types of bag materials available for selection in the product specification. For example, polyethylene. This information can be used to differentiate the raw material in the Engineering, if needed. For more information refer to “Bag (Package)” in the Engineering Records.
Active	It indicates whether this type of bag material is available for use in the estimates’s and Job’s product specification.
Standard	It indicates if the type of bag material is automatically selected when using this characteristic in the estimates’s and Job’s product specification.

Repeat step 1 and 2 to add all the appropriate options.

In Composition, click New. Complete the fields in this screen, as described below:

Field	Description
Description	Name of the types of bags available for selection in the product specification. This information can be used to differentiate the raw material in the Engineering, if needed. For more information refer to “Bag (Package)”.
Aggregation Type	Aggregation type that idicates how the children components will be connected to the main component – which has the aggregation characteristic. It can be: Uses Aggregation Standard – It indicates the child component will use the aggregation determined in the characteristic class. In this case the component will be inserted in the bag. Uses Aggregation Inserted – It indicates the component will be inserted in the bag. When inserted the child component will not be attached to the product spine. Uses Aggregation Wrapped – It indicates the child component will be wrapped by the bag.
Standard	It indicates if the aggregation option is automatically selected in the children components when the Package - Bag characteristic is selected for the parent component.
Active	It indicates whether this type of aggregation is available for use in the estimates’s and Job’s product specification. Enable this option if this aggregation option should be available for use in the specification characteristic.

Repeat step 8 to add all the appropriate options.

When finished click Save to save the new options.

Click again Save to save the new specification characteristic.

Note: After adding the appropriate specification characteristic, it shall be linked to the same specification component so it will be shown in the estimate’s and Job’s product specification. For more information, refer to "Linking the Specification Characteristic to the Specification Component".