Compounds

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A compound is a grouping of part numbers that perform a specific function. For example a valve compound can be made up of a valve, a bonnet and an actuator. The main part number is identified as the compound parent and the other parts are compound children. The children's part numbers reference the parent part number in the basket structure.

The application handles several types of compounds:

·  The RealTime Configurator generates Data-driven Compounds. For certain models, driven by certain selections, a need for other models and parts are brought up and have to be configured. When saving the configuration, two or more line items are added to the quote. The items are identified as a Data-driven Compound. No additional children can be added to a Data-driven Compound.

·  Users can define their own combination of models and parts, which is identified as a User Defined Compound.

·  Automatic Compounds come in from the model configurator as parent/child(ren) and do not depend on the model's selection, the automatic child is always part of the configuration.

See Also:

Configure Compounds

Edit Compounds

Delete Compounds

Copy Compounds

Rules for Compounds:

1 A child line item can reference only one parent.

2 A parent line item cannot be a child of another parent item: compound item nesting goes only one level deep.

For Data Driven Compounds, users cannot:

1 Reassign Compound Children to another item as parent.

2 Reset all items in the compound to single line items (Undo).

NOTE: If a required compound child is deleted from a Data-driven Compound, the entire configuration is deleted.

For Automatic Compounds, users cannot:

1 Reassign required or automatic children to another item as parent.

2 Reset all items in the compound to single line items (Undo).

NOTE: If a required child is deleted from an Automatic Compound, the Update function will add it to the compound again.

For User Defined Compounds, users can:

1 Assign more Line items to a compound.
The line item(s) will be added at the end of the compound. The line item list will be rearranged and renumbered as necessary.

2 Reassign compound children to another item as parent.
The child or children will be moved to appear with the new compound. The line item list will be rearranged and renumbered as necessary.

3 Reset all line items from a compound to single parts (Undo command).

4 Remove line items from a compound and keep them in the quote as single line items.
The children will be appended at the end of the quote as single line items.

5 Delete compound children from the quote.

image\warningbackup.gif To avoid factory problems on User Define compounds you must remove the user defined compound before placing the order

PROCEDURES

To configure a data-driven compound with the RealTime Configurator:

·  On the RealTime Configurator, select the required compound children when prompted. Once you save the item to your basket, the compound parent and its children are added to your basket and display as a compound 

To configure an Automatic compound with the RealTime Configurator:

1 On the RealTime Configurator, configure the model as needed. Once you save the item to your basket, the compound parent and its automatic child(ren) are added to your basket and display as a compound.

2 (Optional) Add user-defined children to the compound, see procedure below. 

To set a user-defined compound:

1 On the basket page, click the product number.

2 At the bottom of the Product detail page, click the compound icon to open the compound function.

3 Designate the item as compound parent or child.

OR

1 Right mouse click on the line item

2 Select Assign Parent

3 Designate the line item as the parent 

 To edit a user-defined compound:

1 On the basket page, click the product’s compound icon to be changed.

2 Right Mouse click on the line item and select compound

image\tip.gif Reset all user-defined compounds to single items with the Undo compound link on the basket screen

To copy a compound:

·  Click the copy icon of the compound parent on the basket page. The complete compound will be pasted to the basket. 

To delete a compound:

Data-driven compound and Automatic Compounds:

1 Right mouse click on the compound parent on the basket page.

2 Click Delete. The compound is removed from the basket.

User-defined compound:

1  Right mouse click on the compound parent or child on the basket page

2 Click Delete. The marked items are removed from the basket.