Product Configurator Option Choice
Configurator Option Choices
Configurator Option Choices are the options you can select to make up your configuration.
For example, If configuring a computer, one of your options might be a hard drive and your choices would be items representing drive types or sizes (250GB, 500GB, etc.).
Configurator Choice Card
Allows editing of choices using a card page instead of the list.
Configuration Option Choice Table
The following table contains all the choices for the appropriate item category and option.
Add Text to Manufacturing CommentsWhen set to Yes and the option choice type is text, its description is added to the manufacturing comments for either the production BOM header or routing header, or the assembly BOM line.
Option | Description | |||||||||||||||||||||
Add to Ext. Text | When true, the choice is added to the extended text for the item. In versions 3.3 and greater this field is obsolete and replaced by Add Extended Text. | |||||||||||||||||||||
Add Extended Text | When set to Yes, the choice is added to the extended text for the configured or quoting item. If the Ext. Text Template is specified it uses it when creating the extended text. When set to Include Item Extended Text and the choice is an item, it includes the existing extended text from the chosen item. |
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Add Text to Manufacturing Comments | When set to Yes and the option choice type is text, its description is added to the manufacturing comments for either the production BOM header, routing header, or the assembly BOM line. | |||||||||||||||||||||
Child Qty. Calculation Formula | This field allows you to enter a formula to calculate the quantity for any choices that have the Parent Choice Code field set. When the child choice is added to the BOM or routing, the calculation field is used to generate quantity. Standard formula syntax is used, such as (1+2)*3. Any option code can be used within the calculation as well (e.g., if you have a LENGTH option, you could calculate the amount of child component required using a formula like “Length * 1.1”). Several formulas are supported, and developers can add custom formulas to meet specific requirements. The following built-in formulas are supported:
Note: Arguments in functions are separated by semi-colons. |
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Choices Routing No. | Informational field to identify the routing used for choices. | |||||||||||||||||||||
Code | The code you can manually specify to identify this choice. This field is filled in based on the No. you choose but can be modified. | |||||||||||||||||||||
Configuration Option | Links to the selected configuration option. | |||||||||||||||||||||
Default Choice | When true, this choice is the default for the option and is displayed in the Configurator BOM Designer page when the options are displayed. Use this setting in conjunction with the Hidden in Configurator field to create base components that are added to the BOM but users do not see. |
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Default Quantity | Used with the Default Choice field to preset a quantity when the Configurator BOM Designer page loads. | |||||||||||||||||||||
Description | The description of the selected item. The default is based on your selection, but you can override to provide a more meaningful description. | |||||||||||||||||||||
Ext. Text Template | Specifies the format to use when creating extended text. See the Text Template Variables page for replaceable parameters that can be used. | |||||||||||||||||||||
Has Usage | Indicates whether the choice has been used on any configurations. Note that changing a choice with usage does not cause newer configurations to include the change; the prior configurations with usage are used. |
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Item Category Code | Link to the selected item category code. | |||||||||||||||||||||
Item Description Text | Used with the Item Description Template field to build a description for the item. Text here can be referenced in the template using the {ItemDesc} property. | |||||||||||||||||||||
Item Net Weight | The item’s net weight. Used internally by the system to calculate total weight of the BOM. | |||||||||||||||||||||
Min. Max. Quantity Behavior | When set to Check Both Minimum and Maximum, the entered quantity when the choice is selected is restricted by the Minimum Quantity and Maximum Quantity.
When set to Check Minimum Only, the entered quantity when the choice is selected is restricted to greater than or equal to the Minimum Quantity. When set to Check Maximum Only, the entered quantity when the choice is selected is restricted to less than or equal to the Maximum Quantity. |
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Minimum Quantity | The minimum quantity users can select for this choice depending on the Min. Max. Quantity Behavior. | |||||||||||||||||||||
Maximum Quantity | The maximum quantity users can select for this choice depending on the Min. Max. Quantity Behavior. Prior to version 3.3 there is no maximum if set to zero. | |||||||||||||||||||||
No. | The number for the corresponding type selected in the Type field For Text types. This field can be left blank. All other types require this field to be filled in. |
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Parent Choice Code | Allows you to specify additional choices to include in the configuration. If a choice is selected that is referenced in this field, those choices are added to the BOM or routing as required. | |||||||||||||||||||||
Resource Usage Type | For Resource types, specifies how the resource are added to the Assembly BOM. | |||||||||||||||||||||
Routing Link Code | Used to specify which operation to link items or text to. | |||||||||||||||||||||
Scrap % | Scrap percentage to be added to the BOM line for item-type selections. | |||||||||||||||||||||
Sub-Configuration Usage | This applies to choices that are sub-configurations (see the Type field). When a sub-configuration is used, this field determines whether it is added to the Production BOM as an item or Production BOM. | |||||||||||||||||||||
Type | The type of choice you would like users to select:
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Unit of Measure Code | The unit of measure for item and resource types. | |||||||||||||||||||||
Unit Price | The price for this line. There are default values for Items and Resources. For other types, it must be specified manually. This field can be updated automatically for items and resources if the Update Unit Price field is set. |
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Update Unit Price | If set to When Used, the system updates item and resource prices based on the unit price of the record whenever the choice is selected in the Configurator BOM Designer page. If set to Manual, the unit price is never updated by the system. |
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Variant Code | The variant code for item options. |