Assigning Autoselection and Autoexclusion Items
For constraints assigned to the autoselection / autoexclusion constraint types, you must assign autoselection and autoexclusion items.
Autoselection constraints can be assigned to any number of option class or model items, and any number of autoselection constraints can be assigned to an option class or a model item.
Autoexclusion constraints can be assigned to any number of model items, and any number of autoexclusion constraints can be assigned to one model item.
You can define any number of autoselection / autoexclusion items for each constraint assignment.
Prerequisites
To assign autoselection / autoexclusion items:
This is only possible if you chose to assign the constraint to the initialization or autoselection constraint groups.
2. Depending upon which autoselection / autoexclusion option you selected in the Constraint Assignments window, do one of the following:
- Assign autoselection items for Standard Items and Quantities
- Assign autoexclusion items for Standard Items
- Assign autoselection items for Range Based Items and Quantities
- Assign autoexclusion items for Range Based Items
- Assign autoselection items for Optimized Quantities
- Assign autoselection items for Optimized Items and Quantities
- Assign autoexclusion items for Optimized Items
- Assign autoselection items for User-Returned Items and Quantities
- Assign autoexclusion items for User-Returned Items
To assign autoselection / autoexclusion items for standard items and quantities:
1. Select an autoselection / autoexclusion item from the bill of material list of values, which displays the following data:
- default extended bills of material quantity
- minimum extended bills of material quantity
- maximum extended bills of material quantity
2. Indicate whether to include the item in the price of the product.
3. Indicate whether to autoselect the item at booking or when the order is validated (default).
4. For autoselection items only, enter the quantity of the item.
5. Enter an effective date range for the item.
6. When finished, choose OK.
For autoselection, items and quantities are autoselected for each range that contains your expression value. For autoexclusion, items that contain your expression value are excluded from display in the Configurator window.
To assign autoselection / autoexclusion items for range based items and quantities:
1. Optionally, if you want the value of the of the optimization expression returned by a user-defined PL/SQL procedure, enable the User Function check box.
2. Enter value ranges for the result of the optimization expression. You must specify a From value; a value for To is optional.
Note: Autoselection / autoexclusion ranges can overlap.
3. Enter and effective date range.
4. Enter one or more autoselection / autoexclusion items for each range or select the item from the indented bills of material list of values.
5. For autoselection only, indicate whether to include the item in the price of the product.
6. For autoselection only, indicate whether to autoselect the item at booking or when the order is validated (default).
7. For autoselection only, enter the quantity of the item
8. Enter an effective date range for the item.
9. When finished, choose OK.
The optimization expression is evaluated. The value returned by the expression is compared to the range you specified. For autoselections, items and quantities are autoselected for each range that contains your expression value. For autoexclusions, items that contain your expression value are excluded from display in the Configurator window.
To assign autoselection items for optimized quantities:
1. Optionally, if you want the value of the of the optimization expression returned by a user-defined PL/SQL procedure, enable the User Function check box.
2. Enter a value range for the result of the optimization expression. You must specify a From value; a value for To is optional.
Note: Autoselection ranges can overlap.
Note: Optimization expressions can only be numeric for the optimized quantities autoselection type. Consequently, only numeric attributes display in the list of values.
4. Enter an effective date range.
5. Enter one or more autoselection items.
6. Indicate whether to include the item in the price of the product.
7. Enter an effective date range for the item.
The numeric optimization expression is evaluated. The value returned by the expression is compared to the ranges you specified. Items are selected and quantities are determined for each range that contains your expression value.
Item quantities are evaluated as follows:
expression value / attribute value
where the attribute value is the value of the attribute for the autoselection item. The item with the lowest allowable integer quantity is selected.
8. When finished, choose OK.
To assign autoselection / autoexclusion items for optimized items and quantities:
1. Optionally, if you want the value of the of the optimization expression returned by a user-defined PL/SQL procedure, enable the User Function check box.
Otherwise, leave User Function disabled and enter a character or numeric optimization expression. See: Optimization Expressions.
2. Enter a value range for evaluation with the result of the optimization expression. You must specify a From value; a value for To is optional.
Note: Autoselection / autoexclusion ranges can overlap.
4. Enter an effective date range for the item.
For numeric expressions, the value returned by the expression is compared to the ranges you specified. For autoselections, items with the attribute you specify are evaluated and quantity is determined for each range that contains your expression value. For autoexclusion, the item is excluded from display in the Configurator window.
A quantity for each item that has the attribute is evaluated. Quantities are evaluated as follows:
expression value / attribute value
where the attribute value is the value of the attribute for the autoselection item. The item with the lowest allowable integer quantity is selected.
For character expressions, each item that has the attribute you specify with a value equal to the optimization expression value is identified. For autoselection, each item is selected with the default extended bill of material quantity. For autoexclusion, the item is excluded from the Configurator window.
5. When finished, choose OK.
To assign autoselection / autoexclusion items for user-returned items and quantities:
1. Optionally, if you want the value of the of the optimization expression returned by a user-defined PL/SQL procedure, enable the User Function check box. See: Optimization Expressions.
2. Enter the name of the user-defined PL/SQL procedure in the function box.
3. When finished, choose OK.
See Also
Constraint Scope
Constraint Types
Constraint Sequencing
Defining Constraints
Assigning Constraints
Optimization Expressions
You must define an autoselection constraint. See: Defining Constraints and Constraint Types.