Configurator Setup
  
Configurator Setup
Setting Up Data in QAD EA
Explains how to set up data in QAD EA with sections on creating items, product structures, and generic routings.
Setting Up QAD Configurator
Explains how to configure system settings, addresses master groups and how to maintain them, and explains how to maintain configurable items, copy configurable item data, and maintain external entities.
Setting Up Data in QAD EA
QAD Configurator is designed to work with QAD EA. It does not maintain a separate database of item data, product structure, or routings. To use QAD Configurator, define which items in QAD EA are to be used as configurable items by QAD Configurator.
Make sure that QAD EA contains all the item, product structure, and routing details for the products you intend to configure using QAD Configurator.
If you are setting up QAD Configurator to configure a new product range, create the following:
All the item details in QAD EA Item Master Maintenance
All the bills of material in QAD EA Product Structure Maintenance
All the possible operations in QAD EA Routing Maintenance
If you did not disable the item-site data creation feature during system installation, make sure that you create item-site records for all the sites in which variant items are manufactured or sold. Use the following QAD EA functions:
Item-Site Inventory Data Maintenance (1.4.16)
Item-Site Planning Maintenance (1.4.17)
Item-Site Cost Maintenance (1.4.18)
Create or modify records of other QAD EA elements, such as sites and work centers relating to the product range you want to configure.
Note: The item details and the product structure details are necessary for QAD Configurator set these up in QAD EA before you use QAD Configurator. However, use of generic routings is optional in QAD Configurator. You can set up QAD Configurator so that it does not generate variant routings when you configure a variant item. In this case, you do not have to set up the generic routings in QAD EA for your product family.
When all the correct product-related data are present in QAD EA, you can define the parent item for the product as a configurable item in QAD Configurator. It is necessary as the first step in the sales configuration process for the product, because all the QAD Configurator programs make reference to the configurable item.
The following figure illustrates the relationship between QAD EA and QAD Configurator.

Relationship between QAD EA and QAD Configurator
The parent item, generic product structure, and generic routing information from QAD EA is used in QAD Configurator by way of the configurable item. When you use QAD Configurator to create a variant item, QAD EA can use the resultant variant product structure and variant routing for manufacturing.
Creating Items
Make sure that all items in the generic product structure exist in QAD EA before you start using QAD Configurator. If you are setting up QAD Configurator to configure products that exist in the QAD EA database, make sure that all the item data is correct and up-to-date. If you are setting up QAD Configurator to configure a new configurable item, create all the related item records in QAD EA first.
When you set up data for a configurable item using Item Master Maintenance (1.4.1), it is recommended that you leave the following fields blank.
Drawing
Leave this general data field blank. During variant item creation, you can use Variant Item Data Rule to assign a specific value to the field.
Revision
Leave this general data field blank. During variant item creation, you can use Variant Item Data Rule to assign a specific value to the field.
Article Number
Leave this inventory data field blank. During variant item creation, you can use Variant Item Data Rule to assign a specific value to the field.
Ship Weight
Leave this shipping data field blank. During variant item creation, it can be automatically calculated by Element Roll-Up.
Net Weight
Leave this shipping data field blank. During variant item creation, it can be automatically calculated by Element Roll-Up.
Volume
Leave this shipping data field blank. During variant item creation, it can be automatically calculated by Element Roll-Up.
Run Time
Leave this item planning data field blank. During variant item creation, it can be automatically calculated by Routing Cost Roll-Up.
Setup Time
Leave this item planning data field blank. During variant item creation, it can be automatically calculated by Routing Cost Roll-Up.
Routing Code
Leave this item planning data field blank.
Note: If there is a value for this field, the created variant item might have an unexpected routing instead of the routing created by Configurator.
BOM/Fomula
Leave this item planning data field blank.
Note: If there is a value for this field, the created variant item might have an unexpected BOM instead of the product structure created by Configurator.
Price
Leave this field blank. The price of a configurable item can be dynamic; unless you want the price to be a fixed one, leave the field blank.
GL and Current Costs
Leave this item cost data field blank. During variant item creation, it can be automatically calculated if Variant Item Cost Roll-Up is enabled in Configurable Item Maintenance.
For more information about creating and modifying item details in Item Master Maintenance, refer to the QAD EA documentation.
(Optional) Creating Item Master Comments
You can define master comments to add configuration descriptions to an item. The configuration descriptions can be printed on documents such as sales quotes, sales orders, invoices, or packing lists.
Note: For sales orders or sales quotations to have master comments, make sure that you set the Comment field to Yes in Sales Order Maintenance (7.1.1) or Sales Quote Maintenance (7.12.1).
For a configurable item, you can define the master comments with feature names to show feature options.
Example: You define the master comment for a configurable item 01040 (an industrial ultrasound device) as follows:
This ultrasound device operates with the frequency of [Freq].
Freq is the feature name for the device’s frequency. When you select the frequency option 10 MHz in Configuration Questionnaire and create a variant item, the system creates the master comment as follows:
This ultrasound device operates with the frequency of 10MHz.
Note: If the feature is the array data type, after the feature name put a colon and the array element, such as [Freq:1].
(Optional) Creating Item Master Comments in Multiple Languages
You can define the master comment in any of the QAD-supported languages, as the option answer can be in any of the QAD-supported languages. For more information about multi-language support for variable and feature options, see Feature Options.
Example: You are a German user; for the configurable item 01040, you define the comment in German:
ANZEIGETYP: [U-Type]
U-Type is the feature name for the device’s display. When you select the option ANZEIGE OBEN in Configuration Questionnaire and create a variant item, the system creates the master comment for the variant item as follows:
ANZEIGETYP: ANZEIGE OBEN
In other words, the system populates the feature value placeholder with the option short answer in the language of the master comment.
Creating Generic Product Structure
Make sure that the multi-level or single-level generic product structures for the products you want to configure exist in QAD EA. Also ensure that all possible components that could be configured for a product exist. Use Product Structure Maintenance (13.5) to check.
Refer to the QAD EA documentation for details on creating and modifying product structure details.
Creating Generic Routings
QAD Configurator requires the existence of the items and generic product structures in QAD EA for the products you want to configure, but the generic routings are optional. If you want to use QAD Configurator to configure routings, make sure that the generic routings exist in QAD EA. Generic routing means all possible processes for the variant item manufacturing. Using Routing Maintenance (14.13.1) for creating and modifying generic routings. For more details on generic routings, refer to the QAD EA documentation.
Note: Before you start creating the routings, create departments, work centers, and standard operations information.