Example: Setting Up a Configured Subassembly

NOTE: This topic applies only to using the Features and Options Product Configurator.

In this example, you will add a wheel to the current BOM of FO-10000, and allow customers to choose the color of the wheel reflectors.

1. Open the Copy Items activity and copy the following items. Be sure to select the checkbox to copy the Current BOM.
   1. SA-61500 to SA-61700
   2. RF-30000 to RF-30100
   3. RF30000 to RF-30200
2. Open the Items form and update the desctiptions of the new items.
   1. SA-61700 - "CONFIGURED SUBASSEMBLY"
   2. RF-30100 - Add "WHITE to the end of the description
   3. RF-30200 - Add "YELLOW" to the end of the description
3. Update SA-61700.
   1. Deselect the Stocked checkbox so that cross-referencing will create a configured sub-job for the wheel.
   2. Make SA-61700 a configured item by selecting its Configuration Flag checkbox.
4. Update feature templates.
   1. Update the FO-10000 feature template to include the wheel and reflectors by adding two segments to the end of the template. The final template should be "&&-&&&-&&&-&&-&&".
   2. Enter the same template on SA-61700.
5. Create feature groups.
   1. Wheel
      • ID: TWHEEL
      • Description: wheel
      • Mandatory: Yes
      • Mask: two characters at positions 9 and 10 (........XX*).
   2. Reflectors
      • ID: TREFL
      • Description: reflectors
      • Mandatory: Yes
      • Mask: two characters at positions 11 and 12 (..........XX*).
6. Create feature group qualifiers.
   1. For the wheel option
      • Feature: TWHEEL
      • Include: Yes
      • Code: "........SA*
   2. For the white reflector option
      • ID: TREFL
      • Include: Yes
      • Code: "..........WH*
   3. For the yellow reflector option
      • ID: TREFL
      • Include: Yes
      • Code: "..........YL*
7. Update BOMs.
   1. SA-61700
      • Add a quantity of 2 RF-30100 and a quantity of 2 RF-30200 to operation 10.
      • Link both materials to the new feature group and fill in the appropriate Option Code.
   2. FO-10000
      • Add a quantity of 2 SA-61700 to operation 10.
      • Verify that Reference = Job. If you fail to do this, the system will not create sub-jobs and BOMs when you create the cross-references.
8. Generate feature group ranks.
   1. For SA-61700.
   2. For FO-10000, make sure you re-rank the seat before the rack.
9. Add a new customer order line for FO-10000 and verify the subassembly features and options are visible and updating the config string appropriately.
10. Save the line and click Source to generate the job orders and configured BOMs for FO-10000 and SA-61700. Verify that the correct jobs and BOMs were created.

Related Topics

Creating and Entering a Planning Item

Features-and-Options Product Configurator Steps