Provided Format
The “Provided Format” Specification Characteristic indicates the client will provide the component that has this characteristic. It is necessary to inform the size, thickness and weight so that this data are used by the Engineering to validate the packages such as boxes and pallets.
This specification characteristic does not activate any functionality, but it is essential for generating the Engineering. 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.
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 Introduction to Estimating.
Click Confirm. Complete the new fields that will open in this screen, as described below:
|
Field |
Description |
|
Characteristic Description Mode |
Specification characteristic description that the system will show by default in the Job. You can change this description when customizing the Job. Select in the Specification Components Types Records the specification characteristic description to be displayed in the Proposal. For more information, refer to "Specification Components Types.” |
|
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. |
Note: This characteristic does not have additional information. When clicking Edit Characteristic Info the system will display a message informing this action is not required.
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.
When finished, click Save.
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".