Product Configurator - Overview

Overview

Rootstock‘s Product Configurator allows users to set up configurations that can be applied to “configurable” Rootstock Products allowing the selection of options applicable to a given product configuration. The Product Configurator can be launched from a Sales Order or Rootstock Quote to create an order line, or can be executed “stand-alone” and, if desired, exported to a Sales Order or Rootstock Quote.

The export of a Configuration Session would include not only the creation of Sales Order Header/Line but also of those selections of options made during the Configuration Session, transferred as Sales Order Line Components (either Non-Inventory, Material or Labor) to said Sales Order Line.

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Product Configurator

Application

Product Configurator functionality in Rootstock can manage key functions such as:

• Ability to pre-define Configuration Group structures, with optional, mandatory and/or dependent Selections, which can contain Components. These components may reference entities of different type/nature such as Independent Operations, Inventory Items, Products, Service Items, or simply be miscellaneous without a source object reference. 
• Ability to create Configuration Sessions and select from those pre-defined structures, on a Session to Session basis.
• Ability to export Configuration Session details to a Sales Order. This can potentially generate Work Orders with Work Order Components and Operations derived from the Configuration Session.
• Ability to create one or more Sales Order Lines as part of the Configuration Session export, all within the same Sales Order Header.

The Product Configurator supports: 

• Price Discount Logic 
• Min/Max and Decimal Quantity Validation for Configuration Selections.
• Sub Configuration Groups, assigned to Selections so that the configuration structure can be designed to have multiple levels of Groups & Selections within a given 'Main' Configuration Group.
• Up to three Pricing Methods for Configuration Selection Components, based on the Component Type.
• Linkage of Material to Operation Numbers, used for First-Operation Work Order Backflushing.
• Assigning Transaction User to Labor Operations, used for Labor Backflush.
• Use of Formulas to calculate a Component's Qty Per and Price values, based on other entities included in the Configuration Session, defined as Formula Variables.
• Configuration Session Pricing and two alternate price options which are carried over to the Sales Order Line, as a reference, when a Configuration Session is exported. These can be configured and labeled on a Customer to Customer basis.
• Customer-Product specific Product Configurator structures.
• Component Quantities with up to six decimals precision and three different methods as value rounding options.

Product Configurator Article - Table of Contents

1. Context Articles
   1. Product Configurator - Terminology
   2. Product Configurator Setup
2. Setup Objects - Building Product Configurator Structures
   1. Configuration Group
   2. Configuration Selection
      1. Configuration Selection: Exclusions, Requirements & Recommendations
      2. Configuration Selection: Price Adjusting Selections
   3. Configuration Selection Component
      1. Source Objects for Creating Configuration Selection Components
         1. Products
         2. Service Items
         3. Independent Operations
         4. Inventory Item Master
      2. Configuration Selection Component: Second Selection
      3. Configuration Selection Component: Formula Variables
      4. Configuration Selection Component: Feature Detail
      5. Configuration Selection Component: Price Methods and Cost Sources
3. Configuration Session Processing
   1. Configuration Session
   2. Exporting Configuration Session To Sales Order
      1. Configuration Session Export: SO Line Component Output by Configuration Component Type

SEE ALSO
 

Rootstock Schema Builder - Product Configurator
Sales Orders Entry - Overview
How to store Images on the Salesforce Platform