The purpose of this function is to connect real items from the Item file to a parameter previously defined in the Configurator parameter table. The real items that need to be connected to parameters are the configurable parent item and all the components that can be selected during the configuration process.
The configurable parent item should be connected to the parameter in which all possible attributes for that configurable item are defined. (For example, the Car item is connected to a parameter with the attributes Colour, Engine and Gear.) See About setting up configurator parameters for instructions.
It is possible to add configurable components. This is referred to as configuration at lower levels. Configurable components are set up in the same way as configurable parent items as described in this task.
Product costing
While connecting the parent item to the parameter, you must define whether to do a product costing during the configuration process or not. It is important to do a product costing for complex configurable items, such as items in which the optional components have different prices. For these items, the price of the parent item will differ depending on the selected attributes. Product costing is, however, not that important for items in which the components have the same price. In this case, the price of the configurable item will be the same regardless of the selected attributes.
Type of configuration entry
You can also define what type of configuration entry should be displayed during the configuration process. The two types of product configuration entries are Attribute entry and Component item selection. These entries make it possible to decide exactly what attributes a particular item should have during the Sales order entry process.
- Select the Work with configurator items menu item.
- On the initial panel, click Add to add an item.
- You access Configurator item maintenance. Complete the following fields:
- Item
- Enter an item code from the Item file.
- Parameter
- Enter the configurator parameter (the family name) to which the item is to be connected.
- Bill of material
- Enter a code referring to a bill of material to be used when generating a unique configuration of the configurable item.
- Display gen BOM/BOR
- Indicate if the generated bill of material and bill of routing should be displayed when prompted entry is used.
- Product costing
- Enter a code indicating if and how the product costing should be performed when the configuration has been accepted. When product costing is used, the calculated price is used to set the cost price. Product costing can also be used for sales price if Pricing is set to 2. Permitted values are:
- At configuration of order structure items. The structure type defines the pricing.
- When an item is used as a configured component in an order structure with Sales price calc set to 3.
- At configuration of an item in a project or project quotation.
- Pricing
- Enter a code indicating how the sales order line price is to be handled. Permitted values are:
- Pr unit conv formula
- Enter a formula code, from the Work with configurator formulas file, to calculate the price unit conversion factor to use for sales price unit. Note: An error message displays if the item is defined without BOM and you enter a formula code in this field.
- Bill of routing
- Enter a code referring to a bill of routing to be used when generating a unique configuration of the configurable item.
- Type of dialogue
- Enter a code indicating the method for entering product configurations. Permitted values are 1 (Prompted entry) and 2 (Part selection).
- The Attribute entry (prompted entry) displays all available product attributes during Sales order entry. You enter or select the value for each attribute.
- The Component item selection (part selection) displays all possible component items for each variable component (configurator parameter) in the configurator bill of material. You select a component item for each attribute that is displayed.
- Create standard item
- Indicate if a new standard item should be created automatically. If you set this field to YES, standard items will be created in the following cases:
- At order entry when you configure a new variant of a configurable item
- When you copy a configuration variant to a new order from an order or a quotation
- Check for std item
- Indicate if the system should search for an existing configured standard item that matches the attribute values of the entered configuration at order entry or when copying an order configuration or quotation configuration to a new order.
- If you set this field to NO, and Create standard item is set to YES, a new standard item will be created even if a matching configured standard item already exists.
- If you set this field to YES and a standard item exists that matches the attribute values of the entered configuration, the system will add the existing standard item to the order instead of the configured item.
- Item code mask
- Enter variables indicating how the item code should be generated when you create a standard item from a configuration. The item code mask can be defined using configurator attributes (preceded by %), predefined variables (preceded by &) and fixed constants (text). The following predefined variables can be used: &91 (Order number), &92 (Order line number) and &93 (Serial number created from number series defined in the CFG control file.)
- Note: See Configure the item code for standard items used in DC1 Product Configurator for more information.
| Code | Description |
|---|---|
| 0 | No product costing |
| 1 | Product costing without display |
| 2 | Product costing with display. |
Note: Product costing is not performed in the following cases:
Tip: If you set Pricing to 2 (sales price based on product costing), then Product costing should be set to 1 or 2.
| Code | Description |
|---|---|
| 0 | No pricing from configuration. Order is priced according to normal pricing routine within the sales order. |
| 1 | Additional price. The configured item’s sales price list along with the calculated price (using the price formula defined in the configuration BOM/BOR) will be the base sales price. |
| 2 | Sales price based on the product costing set-up for base price. |
BOR
Complete the following field if you want to connect the configurator item to a bill of routing.
Configuration entry
Complete the following field if you want to define the configuration entry.
Standard item creation
Complete the following fields if you want to define how standard items are created from the configurable item.
Refer to the Panel help for information about the remaining fields. Click OK when you have completed all relevant fields to connect the real item to the selected parameter. Exit the routine.
Note: It is possible to connect a configurable parent item to several parameters. Repeat the steps above, but select a different parameter. During Sales order entry, a selection prompt will ask you to select the parameter to be used in that particular sales order.
Related topics
- About setting up and working with configurator items
- Connect a component item to a configurator parameter
- Add constraints to a configurable item
- Add default values to a configurable item
- Define attribute value overrides for a configurable item
- Define attribute value default set-up for a configurable item
- Define attribute value user security set-up for a configurable item
- Set up alternative attribute defaults for a configurable item
- Configure the item code for standard items used in DC1 Product Configurator
- About setting up configurator parameters