Product Configurator Configurations

Product Configurator Configurations

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Product Configurator configurations are designed to create or find items based on user selection from pre-defined options and choices. Configurations consist of three levels:

  • Configurator Item Categories
  • Configurator Options
  • Configurator Option Choices

At the highest level are the configurator item categories which can have an unlimited set of configurator options which in turn can each have an unlimited set of configurator option choices. For example, you may have a configuration for an item category of “Table” with an option for “Finish” that has option choices of “Oak” or Maple”. Using the Configurator BOM Designer, users can create items designed for building tables consisting of oak or maple finishes.

Configurator Item Categories

Configurator item categories are linked to the item category used on the item card. The following fields are specified when creating configurator item categories:

Field Description
Item Category Code Specifies the item category for the configuration.
Description Specifies the description of the item category. Its value is maintained on the item category card.
Data Template Specifies the item template to apply standard settings to items created by the configuration.
Item Description Template

Specifies the template to create the description for items created by the configuration. If blank, the description of the item category will be used. Replaceable parameters can be used to create the item description. These parameters take the form {OPTION.Property}, where “OPTION” is the option code defined in configurator options and “Property” is one of the following properties:

Property Name Value
Name The option description
Choice The option choice code selected
ChoiceNo The option choice no. field
Desc The option choice description
temDesc The value of the option choice’s item description
Quantity The quantity per unit for the option

For example, an item description template such as “Table: {LENGTH.Quantity} FT, {FINISH.Desc} {DRAWER.ItemDesc}” could result in an item description of “Table: 6 FT, Oak with drawers”.
No. Series Specifies the number series that will be used to assign numbers to items created by the configuration.
BOM Type Specifies the type of BOM that will be used for items created by the configuration. Options are either production, for which the configurator will also create the production BOM and routing, or assembly, for which it will also create the assembly BOM.
Base Routing No. Specifies the base production routing that will be used for items created by the configuration. Only applicable when BOM type is production.
Choices Routing No. Specifies the production routing that holds any optional operations to choose from. Only applicable when BOM type is production.
Default Item Dimensions Specify the default dimensions that will be used for items created by the configuration.

Configurator Options

Configurator Options are linked to the item category and are the groups where users can select options for. The following fields are specified when creating configurator options:

Field Description
Item Category Code Specifies the link to the item category.
Code Specifies the unique code for the configurator option.
Description Specifies the description for the configuration option.
Display Order Specifies the order in which the configuration options will be displayed in the Configurator BOM Designer page.
Mandatory Specifies whether the configurator option must have an option choice selected for it.
Hidden in Configurator Specifies whether the configuration option is hidden in the Configurator BOM Designer page.

Configurator Option Choices

Configurator Option Choices define the individual entities that can be used for each configurator option. The following fields are specified when creating configurator option choices:

Field Description
Item Category Code Specifies the link to the item category.
Configuration Option Specifies the link to the configuration option for the linked item category.
Type Specifies the type of entity for the configurator option choice. It can either be item, production BOM, resource, operation, text, or routing.
No. Specifies the number of an item, production BOM, resource, operation from the choices routing, standard text, or routing, depending on the type.
Code Specifies the unique code for the configurator option choice.
Description Specifies the description for the configurator option choice.
Default Quantity Specifies the default quantity when the configurator option choice is selected in the Configurator BOM Designer.
Unit of Measure Code Specifies how each unit of item or resource is measured.
Routing Link Code Specifies the routing operation to link items or text.
Parent Choice Code Specifies additional entities to include in the configuration option.
Default Choice Specifies the configuration option choice is the default for the configuration option.
Maximum Quantity Specifies the maximum quantity for the configurator option choice that can be entered in the Configurator BOM Designer.
Add to Ext. Text Specifies whether the entity will be added to the extended text for the item created.
Item Net Weight Specifies the net weight for the item. Only applicable when type is item. Its value is maintained on the item card.
Unit Price specifies the price for one unit. The value is used to calculate the MRSP price in the Configurator BOM Designer.
Update Unit Price Specifies whether the unit price is updated from the current value on the item or resource card when selected in the Configurator BOM Designer. Only applicable when type is item or resource.
Resource Usage Type Specifies how the resource cost is allocated when the assembly BOM is created. Only applicable when type is resource and the BOM type for the configurator item category is assembly.
Scrap % Specifies the percentage of the item expected to be scrapped during the production process. Only applicable when type is item and the BOM type for the configurator item category is production.
Variant Code Specifies the variant of the item. Only applicable when type is item.
Choices Routing No. Specifies the production routing that holds any optional operations to choose from. Only applicable when type is operation and the BOM type for the configurator item category is production. Its value is maintained on the configurator item category.
Has Usage Specifies whether the entity has been used on any configuration and is for information only.
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