Product Configurator Setup

Overview

Initial prerequisites, setup/configuration options and source objects used for Product Configurator functionality.


Prerequisites
 

1. System Configuration (SYCONFIG) 

  NOTE  This step must be completed by Rootstock Support.

Set ‘Configurable Sales Order Entry Active’ to checked (TRUE)

 2. Sales Order Control
 

Navigation

SO Control > Configurator tab

Action

Set 'Configurable SO Entry Active' to checked (TRUE)

Setup Options
 

1. Sales Order Control
 

Navigation

SO Control > Configurator tab

Fields 

Configurable SO Entry Active:  When checked, Configurable Sales Order Entry can be used to configure products.

Hide Excluded Selections:  When checked, once a Selection is made that excludes another Selection, the excluded Selection will be hidden within the Configuration Session.
 

Default Configuration Product:  When set, this will be used as the default "configurable" Product when creating a session externally (not from the UI) for the given Sales Division.
 

Default Configurator Export Customer:  When set, this will be used as the default Customer when creating a session externally (not from the UI) for the given Sales Division, where the Manufacturing User creating the session is set to use the default Export Customer. (See Setup step '4. Manufacturing User').

Suppress Export Component Consolidation:  Ordinarily, when a given Component is used multiple times within a configuration, the requirements for the Component will be consolidated.

  NOTE  When this field is checked, that logic will not be used and Components requirements will not be consolidated.
 

Allow Re-Export of Configuration Session:  When active, it is possible to re-export a Configuration Session that has already been exported as long as none of the resulting SO Lines associated with it have been firmed.
 

2. Customer Master
 

Navigation

Customer Master > Configurator tab

Option to override all the settings from step '2. Sales Order Control' by Customer, when 'Override Configurator Controls' field is checked for given Customer Master.
 

3. Manufacturing User 
 

Navigation

Manufacturing User > Other Indicators tab

  TIP  Additional controls can be established for a given Manufacturing User
 

Fields
 

Cannot Export Configuration Sessions:  When checked, the given Manufacturing User cannot export a Configuration Session to a Rootstock Quote or Sales Order.

Cannot See Qty OH in Configurator:  When checked, all Qty OH values (quantity on-hand) within a Configuration Session are not displayed for the given Manufacturing User.

Use Configuration Export Customer:  When checked, when launching a Configuration Session externally (outside of the UI), uses the Default Configurator Export Customer defined on the Sales Order Control Record for the Sales Division under which the Configuration Session is being initiated.

4. Product Master
 

Navigation
  
Product Master > Order Processing tab  (For details on this tab, see also Product Master Order Processing Tab)

Fields
 

Configurable Product:  Must be checked for products that are to be configured using the Product Configurator. This enables 'Configuration Groups' tab on Product Master.

Use Std Pricing Upon Configurator Export:  When checked, uses Standard Pricing methodology rather than the price calculated from the Product Configurator.

Source Objects

These objects are used to create Configuration Selection Component records. Based on the Component entity type, a different source object will be fetched (or in the case of Miscellaneous type, no source object would be needed).
 

1. Independent Operations
 

• Independent Operations are used as a source setup record when creating Selection Component with ‘Component Type’ = Labor. 

• Valid Independent Operations are displayed in the ‘Component Entity’ dropdown as selectable options (whose label switches to “Labor Operation” once ‘Component Type’ of Labor is selected).

  NOTE  The Independent Operation is treated as a ‘whole’ entity. If the Configuration Component is for Qty. Per ‘2’, the setup/run/machine hours on the Independent Operation will be multiplied times 2, and accordingly will the price and costs be calculated.
 

• See documentation for Independent Operations, which describes how these are added.

  NOTE  To use Independent Operations, the Division of the Independent Operation must match the Inventory Division for the “configurable” Product.
 

2. Service Items
 

• Used as a source setup record when creating Configuration Selection Component with ‘Component Type’ = Service.

• Valid Service Items are displayed in the ‘Component Entity’ dropdown as selectable options (whose label switches to “Service Item” once ‘Component Type’ of Labor is selected)

3. Product Master

• Used as a source setup record when creating Configuration Selection Component with ‘Component Type’ = Product or Entitlement.

• Valid Products are displayed in the ‘Component Entity’ dropdown as selectable options (whose label switches to “Product” once ‘Component Type’ Product or Entitlement is selected)

4. Inventory Item Master

• Used as a source setup record when creating Configuration Selection Component with ‘Component Type’ = Inventory.

• Valid Inventory Items are displayed in the ‘Component Entity’ dropdown as selectable options (whose label switches to “Inventory Item” once ‘Component Type’ Inventory is selected)

5. Component Price Maintenance
 

• Used as a source record for fetching 'Price' of Configuration Selection Components with 'Component Type' = Inventory, when Price Method is 'Source Entity'.

• If no Component Price Maintenance record exists for the selected item, user will receive warning message upon saving Configuration Selection Component records:  Warning: No Component Pricing Record found for the selected Inventory Item.

SEE ALSO

Product Configurator - Overview
Product Configurator - Terminology
Configuration Group

Sales Order Control
Customers
Manufacturing Users
Component Price Maintenance