QAD Configurator Basics
QAD Configurator Basics
Configurable Item, Generic Product Structure, and Generic Routing
Outlines the concepts of configurable items, generic product structures, and generic routings.
Variables and Features
Discusses variable and feature data types and options.
Sales Configuration Rules
Explains some of the rules and rule statement formats.
Sales Configuration Rule Grouping and Application
Outlines how rules are grouped and linked to different items to increase effectiveness.
Analysis of Sales Configuration Rules
Explains how rules apply to questionnaires, as well as how rule feature relationships and feature sequences work; describes multi-level analysis.
Configuration Keys
Explains how configuration keys apply to variants.
Product Configuration Rules
Discusses different configuration rules and processes, including selection rules, assignment rules, item number definition rules, and dynamic updates of routing operation comments.
Cost Roll-Up
Explains how costs are calculated and roll-ups are completed.
Element Roll-Up
Outlines the element roll-up process and requirements.
Cross Validation of Rules
Discusses the Cross Validation Analyzer function, what it checks, gives an example, and discusses Cross Validation Analyzer Report.
Describes how questionnaire questions are generated and gives information on the configurations that result from completing a questionnaire.
Discusses Configurator’s pricing functionality.
Configurable Item, Generic Product Structure, and Generic Routing
Configurable item, generic product structure, and generic routing are a set of inter-related concepts.
A configurable item is a virtual, non-buildable item that can be configured to form various end products—or variant items—that can be manufactured to meet specific customer requirements. As the parent item for a particular generic product structure, the configurable item identifies the complete list of child items and customer-selectable components and ties them together. A configurable item can also be the parent item of other configurable items.
A variant item is a configured end product created from a configurable item. As opposed to a configurable item, which is virtual and non-buildable, a variant item can be ordered and manufactured.
A generic product structure is an artificial grouping of all possible component items—even mutually exclusive ones—that go into a configurable item showing the quantity of each required to make an assembly.
Unlike a common product structure, a generic product structure cannot be used directly to build components or end products. It is used with QAD Configurator to simplify and facilitate order processing and fulfillment.
Note: Generic product structure and generic bill of material (BOM) are used interchangeably in this book.
Example: An electrical product has different power cords for use in different countries. But in each variant of the product that you configure for each country, there is only one appropriate power cord for that country. The generic product structure includes all power cords, but each variant product structure includes only one.
A generic routing of a configurable item includes all possible operations to build any possible variant of a configurable item. Generating a variant routing means selecting the correct operations for your configured variant from the generic routing.
Like generic product structure, generic routings are artificial and unrealistic listings of operations that cannot be directly used to manufacture products.
Example: A variant routing for a product that has only one control panel includes either anodizing an aluminum control panel or electroplating a steel control panel, but not both. The generic routing, however, includes both processes.
The primary purpose of using configurable items, generic bills material, and routing is to simplify order processing and master schedule planning.
Example: Suppose that a company manufactures tables with five different leg styles, three different sides and ends, and ten different tops. In total, they are making 5 x 3 x 10 = 150 different tables, each with its own product structure and routing.
When placing orders for a table, customers have to pick their desired configurations from a long list of 150 different tables. When master planning for the product, the master scheduler have to maintain 150 different product structures and routings for all table variations.
This process can be simplified by creating one configurable item and one set of generic product structure and routing for that item. Using QAD Configurator, customers can specify the table they want by selecting options for the three features—leg style, sides and ends, and top—respectively. QAD Configurator then creates a variant item for each new configuration of table customers order and automatically generates the corresponding product structure and routing.