This chapter contains these topics:
To identify a configured item
To set up segments that identify the main features of a configured item
To set up the relationships among features
To establish which parts are included on the sales order
To specify increases or decreases in the price of the configured item based on which options are chosen
To specify how to manufacture the item by choosing the proper routing steps
You must set up the Configuration Management system before you can enter sales orders for configured items.
Setting up Configuration Management consists of the following tasks:
Setting up item information
Setting up distribution information
Setting up constants
Setting up segments
Setting up cross-segment editing rules
Understanding derived calculations
Setting up assembly inclusion rules
Understanding tables
Setting up tables
Printing reports
You must first set up the following information:
Configured item information
Constants
Segments
Cross-segment editing rules
Assembly inclusion rules
Tables
You set up configured item information for other systems, including:
Inventory Management
Pricing Management
Sales Order Management
Product Data Management
Use Configuration Management constants to control processing for your business. You can use constants to control:
Branch/plant-specific information about work order processing
Sales quote processing
Availability checking
Whether calculated segments appear
Segments are the features and options of the configured item. Segments represent product characteristics such as color, material, or size. You assign numbers to each segment of the configured item. The numeric sequence determines the order in which you specify the segment value during sales order entry.
You set up cross-segment editing rules with logic statements to establish the relationship between the segments. Use these rules to prevent invalid configurations during sales order entry. You can define custom error messages for a cross-segment editing rule.
Assembly inclusion rules process requested features from sales order entry into the specific components and routing operations necessary to build the configured item. Different types of assembly inclusion rules allow you to define:
Components
Price/cost adjustments
Routings
Calculated values
You can also set up tables for assembly inclusion rules to reference information that is based on segment values. Table processing might also be referred to as matrix processing. You might define tables for components, prices, and calculated values. Using tables reduces the amount of rules that are required, simplifies rule maintenance, and improves processing time.