Download QAD Configurator User Guide

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QAD Configurator User Guide
Launching Questionnaire
You can launch the configuration questionnaire in either of the following ways:
• Use Configuration Questionnaire
• In Sales Order Maintenance or in Sales Quote Maintenance, specify a configurable item in the
order line or the quote line
Note Selecting a variant item in the order line or the quote line does not trigger the configuration
process.
When launching the Questionnaire from Sales Order Maintenance or Sales Quote Maintenance,
you can only specify a configurable item in an active group.
Note An active group is a group whose start date is no later than the current date and end date is
no earlier than the current date.
If the configurable item is linked with multiple active groups, by default the system displays the
master group that has the latest start date.
Fig. 7.1
Default Active Group
You can also click the drop-down button to select another active master group. The system
displays the active groups sorted by the start date in descending order.
Fig. 7.2
Selecting a Group
Then you can use the Questionnaire for the configurable item.
Questions? Visit community.qad.com