Variant Item Configuration Workflow
The following diagram outlines the variant item configuration workflow.
General Item Configuration Workflow
A typical configuration workflow is as follows:
1 View standard configurations in the Standard Configurations screen or existing configurations in the Existing Configurations screen.
Before you start configuring an item for a customer, you can browse through standard configurations in the Standard Configurations screen or existing configurations in the Existing Configurations screen; there might be existing variant items associated with the current configurable item and you can use these configurations or modify them to get a similar configuration to meet your specific requirements.
If you find a variant item that exactly matches your requirements, you can directly submit it to add it to the sales order line and skip all the subsequent configuration steps.
If you find a configuration that exactly matches your requirements, but no variant item has been created from it, you can create a variant item based on this configuration and add it to the sales order line.
If you find a configuration that partially matches your requirements, reload the configuration into the questionnaire and then customize the configuration in the Configure Item screen. After the customization, you can proceed to review and submit the configuration to create a variant item from it.
If a saved configuration is unfinished, you can load it to complete the configuration.
Of course, if there is no configuration that you can reuse, you need to create a configuration from scratch.
2 Configure a variant item in the Configure Item screen.
Whether you reload an existing configuration or create one from scratch, you customize your configuration in the Configure Item screen. You do this by answering a list of questions that correspond to the current configurable item features. When you finish answering the questions, you have created a configuration and you can proceed to review and submit it.
3 Review and submit configuration in the Configuration Summary screen.
After you have completed the Questionnaire questions, review the complete configuration summary information to make sure that everything is correct.
If you find errors in your answers, you can always go back to the Configure Item screen to correct your answers. Unanswered questions and answers that conflict with variable rules prevent successful submission of your configuration.
You can view similar configurations by filtering existing configurations using your configuration as a criterion. You can then choose to order a similar variant item, create a variant item from a similar configuration, or continue with your own configuration.
Unless you set the Show Existing Configurations option to No in Configurable Item Maintenance, the system finds existing configurations that match the configuration based on configuration keys. You can choose either to create a variant item using your configuration or associate an existing item number with your configuration.