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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Configurator
1.1
JD Edwards EnterpriseOne Configurator Overview
1.2
JD Edwards EnterpriseOne Configurator Integrations
1.2.1
JD Edwards EnterpriseOne Inventory Management
1.2.2
JD Edwards EnterpriseOne Product Data Management
1.2.3
JD Edwards EnterpriseOne Shop Floor Management
1.2.4
JD Edwards EnterpriseOne Sales Order Management
1.2.5
JD Edwards EnterpriseOne Procurement
1.2.6
JD Edwards EnterpriseOne Work Order Management
1.2.7
JD Edwards EnterpriseOne Engineer to Order
1.3
JD Edwards EnterpriseOne Configurator Implementation
1.3.1
Global Implementation Steps
1.3.2
Configurator Implementation Steps
2
Understanding Configurator
2.1
Industry Environment and Concepts for Configurator
2.1.1
Industry Environment and Configured Items
2.1.2
Configuration Methods Used Today
2.1.3
Definition of a Configurator
2.1.4
Business Environment and Configurators
2.1.5
Benefits of a Configurator
2.2
Configured Items and the Manufacturing Environment
2.2.1
Configured Items and the Manufacturing Environment
2.2.1.1
Pick-to-Order
2.2.1.2
Assemble-to-Order
2.2.1.3
Make-to-Order
2.2.1.4
Engineer-to-Order
2.2.2
Configured Item Analysis
2.2.3
Configurator Need Assessment
2.3
Configured Items
2.3.1
Example: Multilevel Configured Item
2.4
Configurator Features
2.5
Configurator System Integration
3
Understanding Kits and Configurator
3.1
Kits and Configurator Tools
3.2
Kits and Configurator Feature Comparison
4
Setting Up Configurator
4.1
Understanding Configurator Setup
4.2
Understanding Setup Prerequisites for Configurator
4.2.1
JD Edwards EnterpriseOne Inventory Management and JD Edwards EnterpriseOne Configurator
4.2.2
JD Edwards EnterpriseOne Product Data Management and JD Edwards EnterpriseOne Configurator
4.2.3
JD Edwards EnterpriseOne Shop Floor Management and JD Edwards EnterpriseOne Configurator
4.2.4
JD Edwards EnterpriseOne Sales Order Management and JD Edwards EnterpriseOne Configurator
4.2.5
JD Edwards EnterpriseOne Procurement and JD Edwards EnterpriseOne Configurator
4.2.6
JD Edwards EnterpriseOne Work Orders and JD Edwards EnterpriseOne Configurator
4.2.7
JD Edwards EnterpriseOne Engineer to Order and JD Edwards EnterpriseOne Configurator
4.3
Understanding Configured Item Pricing on a Sales Order
4.4
Understanding Configured Item Costing on a Purchase Order
4.5
Understanding Configured Item Pricing and Costing Using Based-on Effectivity Dates
4.6
Understanding Rules Processing
4.6.1
Work Order Processing
4.6.2
Error States
4.7
Understanding Boolean Logic
4.7.1
Nesting
4.7.2
Conditional Logic
4.7.3
Multiple Variables
4.7.4
Conditional Statement with Else
4.8
Understanding Duplicate Components
4.8.1
Example: Duplicate Components
4.9
Understanding Media Object Attachments for Configured Items
4.10
Setting Up Configurator Constants
4.10.1
Understanding Configurator Constants
4.10.1.1
Sales Quotes
4.10.2
Form Used to Set Up Configurator Constants
4.10.3
Defining Configurator Constants
4.11
Setting Up Configured Item Segments
4.11.1
Understanding Configured Item Information
4.11.2
Understanding Configured Item Segments
4.11.3
Understanding Common Attributes
4.11.3.1
Example: Common Attributes
4.11.4
Prerequisites
4.11.5
Forms Used to Set Up Configured Item Segments
4.11.6
Defining Configured Item Information
4.11.6.1
Print Related Elements
4.11.6.2
X Rule Based On Date
4.11.6.3
Rules Processing (Release 9.1 Update)
4.11.7
Defining a Configured Item Segment
4.11.8
Defining Configured Item Segment Detail
4.11.9
Setting Up User-Defined Segment Values
4.11.10
Copying Configured Items
4.11.10.1
Copy Options
4.11.11
Locating Configured Item Segment Information
4.11.12
Printing Configured Items
4.12
Setting Up Cross-Segment Editing Rules
4.12.1
Understanding Cross-Segment Editing Rule Logic
4.12.1.1
Rules Authoring for Dynamic Configuration Entry
4.12.1.2
Cross-Segment Editing Rules Editing Process for Dynamic Configuration
4.12.1.2.1
*BLANK
4.12.1.2.2
*REQ and *OPT
4.12.1.2.3
Additional Information
4.12.2
Understanding Error Messages
4.12.3
Forms Used to Set Up Cross-Segment Editing Rules
4.12.4
Defining a Cross-Segment Logic Statement
4.12.5
Defining Values for Cross-Segment Logic Statements
4.12.6
Defining Ranges for Cross-Segment Logic Statements
4.12.7
Copying a Cross-Segment Editing Rule
4.12.8
Setting Up Custom Error Messages
4.12.9
Reviewing Cross-Segment Editing Information
4.12.10
Printing Cross-Segment Editing Rules
4.13
Setting Up Assembly Inclusion Rules
4.13.1
Understanding Assembly Inclusion Rules
4.13.1.1
Business Case: Assembly Inclusion Rules
4.13.2
Understanding Assembly Inclusion Rule Logic
4.13.2.1
Rules Processing
4.13.2.2
Required Fields for Assembly Inclusion Rules
4.13.3
Understanding Advanced Assembly Inclusion Rules
4.13.4
Understanding Derived Calculations
4.13.4.1
Segment References
4.13.4.2
Algebraic Formulas
4.13.4.3
Trigonometric and Logarithmic Functions
4.13.4.4
Substrings
4.13.4.5
Concatenations
4.13.4.6
External Field References
4.13.4.7
Literal Text
4.13.5
Understanding External Program References
4.13.6
Understanding Configured Tables
4.13.7
Understanding Smart Parts
4.13.7.1
Business Case: Advanced Assembly Inclusion Rules
4.13.8
Understanding Hot Spot Assembly Inclusion Rules
4.13.8.1
Hard-Coded Hot Spots
4.13.8.2
Hot Spot Assembly Inclusion Rule Definitions
4.13.9
Forms Used to Set Up Assembly Inclusion Rules
4.13.10
Defining Codes for Hot Spots
4.13.11
Setting Processing Options for Assembly Inclusion Rules (P3293)
4.13.11.1
Defaults
4.13.11.2
Edits
4.13.12
Defining Assembly Inclusion Rule Logic
4.13.13
Defining Advanced Assembly Inclusion Rules
4.13.14
Copying Assembly Inclusion Rules
4.13.15
Testing Derived Calculations
4.13.16
Printing Assembly Inclusion Rules
4.14
Setting Up Configured Tables
4.14.1
Understanding Configured Table Setup
4.14.1.1
Table Definitions with Dimensions for Configured Tables
4.14.1.2
Understanding How to Link Assembly Inclusion Rules and Configured Tables
4.14.2
Forms Used to Set Up Configured Tables
4.14.3
Defining Table Name for a Configured Table
4.14.4
Setting Processing Options for Configured Table Definition (P3281)
4.14.4.1
Data Defaults
4.14.5
Defining Table Definitions with Dimensions for Configured Tables
4.14.6
Setting Processing Options for Table/Item Cross Reference (P3282)
4.14.6.1
Defaults
4.14.7
Defining the Configured Table/Configured Item Cross Reference
4.14.8
Defining Table Return Segment Values for a C Table
4.14.9
Setting Processing Options for Configured Table Values (P3283)
4.14.9.1
Defaults
4.14.9.2
Processing
4.14.10
Defining Values for Configured Tables
4.14.11
Linking Assembly Inclusion Rules and Configured Tables
4.14.12
Copying a Configured Table
4.14.13
Reviewing a Configured Table
4.14.14
Printing Configured Rule Table Values
5
Working with Configured Item Revisions
5.1
Understanding the Configured Item Revisions Program
5.2
Understanding Rules Processing
5.2.1
Work Order Processing
5.2.2
Error States
5.3
Understanding Configured Item Price and Cost Adjustments Using Based-on Effectivity Dates
5.4
Prerequisites
5.5
Entering Orders for Configured Items
5.5.1
Understanding Order Revisions for Configured Items
5.5.2
Forms Used to Enter Orders for Configured Items
5.5.3
Setting Processing Options for Configured Item Revisions (P3210)
5.5.3.1
Defaults
5.5.3.2
Hot Spots
5.5.3.3
Edits
5.5.3.4
Processing
5.5.3.5
Versions
5.5.4
Entering Orders for Configured Items Using Validate Configuration
5.5.4.1
Message Center
5.5.4.2
Additional Order Entry Elements
5.5.4.3
Actions
5.5.5
Entering Orders for Configured Items Using Dynamic Configuration
5.5.6
Entering an Order Based on a Previously Ordered Configured Item
5.6
Assigning Common Attributes to Configured Items
5.6.1
Understanding Common Attributes of Configured Items
5.6.2
Prerequisite
5.6.3
Form Used to Assign Common Attributes to Configured Items
5.6.4
Assigning Common Attribute Values
5.7
Entering Nonstandard Components and Price Adjustments
5.7.1
Understanding Nonstandard Components and Price Adjustments
5.7.2
Form Used to Enter Nonstandard Components and Price Adjustments
5.7.3
Adding Nonstandard Components and Price Adjustments
5.7.3.1
Add Item
5.7.3.2
Add Price/Cost
5.8
Correcting Error Messages for Configured Items
5.8.1
Understanding Error Messages for Configured Items
5.8.2
Form Used to Correct Error Messages for Configured Items
5.8.3
Correcting Error Messages for Configured Items
5.9
Reviewing Configured Item Inventory
5.9.1
Understanding Configured Item Inventory
5.9.2
Form Used to Review Configured Item Inventory
5.9.3
Reviewing Configured Item Inventory
5.10
Reviewing Configured Item History
5.10.1
Understanding Configured Item History
5.10.2
Form Used to Review Configured Item History
5.10.3
Reviewing Configured Item History
5.11
Reviewing Configured Text
5.11.1
Understanding Configured Text
5.11.2
Form Used to Review Configured Text
5.11.3
Reviewing Configured Text
6
Entering Orders for Configured Items
6.1
Understanding Configured Item Order Entry
6.1.1
Order Modification for Configured Items
6.2
Understanding Configured Item Sales Orders
6.2.1
Setup Considerations for Configured Item Sales Orders
6.3
Understanding Configured Item Direct Ship Orders
6.3.1
Order Revisions for Configured Item Direct Ship Orders (Release 9.1 Update)
6.3.2
Setup Considerations for Configured Item Direct Ship Orders
6.4
Understanding Configured Item Transfer Orders
6.4.1
Setup Considerations for Configured Item Transfer Orders
6.5
Understanding Configured Item Interbranch Orders
6.5.1
Setup Considerations for Configured Item Interbranch Orders
6.6
Understanding Configured Item Combination Orders
6.6.1
Setup Considerations for Configured Item Combination Orders
6.7
Understanding Configured Item Purchase Orders
6.7.1
Setup Considerations for Configured Item Purchase Orders
6.8
Understanding Purchase Orders for Components of a Configured Item
6.8.1
Order Revisions
6.8.2
Setup Considerations for Purchase Orders for Components of a Configured Item
6.9
Understanding Configured Item Work Orders
6.9.1
Setup Considerations for Configured Item Work Orders
6.10
Understanding Configured Item Orders in Engineer to Order
6.10.1
Setup Considerations for Configured Item Orders In ETO
6.10.2
Adding New Work Orders for a Configured Item to a Project
6.10.3
Attaching Existing Work Orders for a Configured Item to a Project
6.10.4
Viewing a Configuration Entry for a Project
6.11
Prerequisites
6.12
Entering and Converting Sales Quotes for Configured Items
6.12.1
Understanding Configured Item Sales Quotes
6.12.1.1
Sales Quotes
6.12.2
Understanding Conversion of a Sales Quote to a Sales Order for a Configured Item
6.12.3
Prerequisites
6.12.4
Form Used to Convert a Sales Quote to a Sales Order for a Configured Item
6.12.5
Converting a Sales Quote to a Sales Order for a Configured Item
6.13
Entering Credit Orders for Configured Items
6.13.1
Understanding Credit Orders for Configured Items
6.13.1.1
Credit Orders for Configured Items
6.13.2
Understanding the Alternative Credit Order Process for Configured Items
6.13.3
Prerequisites
6.13.4
Forms Used to Enter Credit Orders for Configured Items
6.13.5
Entering Credit Orders for Configured Items
6.13.6
Adjusting Inventory for Configured Items
7
Working with Configured Items
7.1
Understanding Configuration IDs
7.2
Understanding Configured Items and Manufacturing
7.2.1
Configured Item Planning
7.2.1.1
Setup Considerations for Configured Item Planning
7.2.2
Work Order Processing for Configured Items
7.2.2.1
ETO Configured Item Work Order Processing
7.2.2.2
Setup Considerations for Configured Item Work Order Processing
7.2.2.3
Data Sequencing
7.2.3
Costing and Accounting for Configured Items
7.2.3.1
Configured Item Product Costing
7.2.3.2
Configured Item Manufacturing Accounting
7.2.3.3
ETO Configured Item Costing
7.2.3.4
Configured Item Sales Order Costing
7.2.3.5
Configured Item Purchase Order Costing
7.2.3.6
Differences in Costing of Orders
7.2.3.7
Configured Item Direct Ship Order Costing
7.2.3.8
Configured Item Transfer Order Costing
7.2.3.9
Configured Item Interbranch Order Costing
7.2.4
Work Order Modification for Configured Items
7.2.4.1
Net Change Logic for Configured Work Orders
7.2.4.2
Configured Item Work Order Modification Without Excluding or Adding a Work Order
7.2.4.3
Configured Item Work Order Modification to Remove a Work Order
7.2.4.4
Configured Item Work Order Modification to Add a Work Order
7.2.4.5
Configured Item Work Order Modification to Costing
7.2.5
Configured Item Work Order Modification in ETO
7.2.5.1
Net Change Logic for Configured Work Orders in ETO
7.2.5.2
Work Order Modification for Configured Items in ETO to Remove a Work Order
7.2.5.3
Costing Modified Work Orders for Configured Items in ETO
7.2.5.4
Changes to the Configuration Once an ETO Project Quote is Accepted
7.2.6
Work-In-Process Revaluation for Configured Items
7.2.7
Hours and Quantities on Configured Item Work Orders
7.2.8
Work Order Completions for Configured Items
7.2.8.1
Setup Considerations for Configured Item Work Order Completions
7.3
Understanding Configured Items and Distribution
7.3.1
Configured Item Inventory
7.3.2
Configured Item Availability
7.3.2.1
Configured Item Availability During Sales Order Entry
7.3.3
Pick Lists
7.3.4
Shipments
7.3.4.1
Partial Shipments of Configured Items
7.3.4.2
Partial Order Quantity Shipment of a Configured Item
7.3.4.3
Partial Order Quantity Shipment of Components
7.3.5
Invoices
7.4
Understanding Configured Items and Procurement
7.4.1
Purchase Order Receipt Entry for Configured Items
7.4.2
Prerequisites
7.5
Reviewing Configured Item History
7.5.1
Understanding Configured Item History
7.5.2
Forms Used to Review Configured Item History
7.5.3
Reviewing Configured Item History
7.6
Reviewing Related Orders for Configured Items
7.6.1
Understanding the Related Configured Orders Program
7.6.2
Form Used to Review Related Orders for Configured Items
7.6.3
Reviewing Related Orders for Configured Items
7.7
Performing an Inventory Search for Configured Items
7.7.1
Understanding Inventory Search for Configured Items
7.7.2
Form Used to Perform an Inventory Search for Configured Items
7.7.3
Performing an Inventory Search for Configured Items
A
Tables Used by JD Edwards EnterpriseOne Configurator
A.1
Tables Used by JD Edwards EnterpriseOne Configurator
Glossary
Index
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