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Product Lock Configuration during CFAO Merges

Product Lock Configuration during CFAO Merges

  1. Context

In the CFAO import process, during a merge, certain critical products could be unintentionally deleted. No configuration allowed these products to be protected at the product or category level. This gap could lead to errors in quotes, orders, or work orders.

  1. Objective

The objective is to ensure production integrity by allowing the definition of a mandatory processing requirement during merging for certain products or product categories. These specific products will be automatically selected in the merge list and can under no circumstances be unchecked or deleted by the user (merge operator) during this step.

 

  1. Configuration: Product Window

In a product's profile, you can now configure whether it must be mandatorily included and locked during the merge.

Steps:

Open the profile of the desired product.

Go to the Options tab.

Locate the new drop-down list named "Behavior during CFAO merge:".

Select the value of your choice from the 3 available options:

Unlocked during merge: The product can be freely checked or unchecked in the merge table.

Locked during merge: The product will be forcibly selected and locked (impossible to uncheck).

Defined by category (Default choice): The behavior will depend on the configuration of the product's parent category. This allows for quick configuration of an entire group of products.

 

  1. Configuration: Category Window

If you wish to apply the locking rule to all products within a specific range without modifying them one by one, you can configure this behavior directly on the product category.

Steps:

Open a Product Category profile.

Identify the drop-down list "Behavior during CFAO merge:".

You have two choices for this entire category:

Unlocked during merge (Default choice).

Locked during merge.

Note: Any product with the "Defined by category" option will strictly apply the rule defined here.

 

  1. Import and Merging

During the CFAO merge step, the software instantly analyzes the configuration of each imported product and applies the security rules for both Finished Products and Materials.

Explanation of operation: If an imported product is configured as "Locked" (either directly on its profile or inherited from its category), the corresponding row will appear in the merge table with the following strict rules:

Forced selection: The row's processing checkbox is automatically checked to ensure the product is included in the merge batch.

Total manipulation block: The row is made completely inactive to clicks (it is physically impossible for the operator to uncheck or delete the row).

🟦 Identifiable color code: The row is highlighted in light blue so the operator can easily distinguish it at a glance.

Color legend (Reminder at the bottom of the table):

🟥 Your row is already in purchasing

🟩 Your row is already invoiced

🟦 Your row is locked by the product configuration

Intentional workaround procedure: If a user genuinely needs to exclude this specific product from the merge, this removal cannot and must not be done in the merge window. The user must mandatorily correct the situation at the source, meaning by modifying or deleting the component directly in the original quote, order, or work order.