Understanding Configurator Setup
You must set up the JD Edwards EnterpriseOne Configurator system before you can enter orders for configured items.
JD Edwards EnterpriseOne Configurator system setup consists of setting up:
Configurator constants.
Configured item information.
Configured item segments.
Cross-segment editing rules.
Assembly inclusion rules.
Configured tables.
Media object attachments.
Configurator constants control the JD Edwards EnterpriseOne Configurator system processing by branch/plant for the business. For example, constants control:
Sales quote processing.
Availability checking.
Display of calculated segments.
Configured item information defines the format in which configured item information appears on order paperwork. You define the X assembly inclusion rule based-on dates for sales orders, purchase orders, and work orders. You can also activate non-dynamic, dynamic, and single pass configuration entry.
Segments are the features and options of a configured item. Segments represent product characteristics such as color, material, or size. For clarification purposes, you assign numbers to each segment of the configured item. Information from the Display Order field determines the order in which you specify the segment value during order entry.
You set up cross-segment editing rules with logic statements to establish the relationship between the segment values. Use these rules to prevent invalid configurations during order entry. You can define custom error messages for a cross-segment editing rule.
Assembly inclusion rules process requested features from order entry into the specific components and routing operations that are necessary to build the configured item. Different types of assembly inclusion rules enable you to define:
Components.
Price and cost adjustments.
Routings.
Calculated values.
Hot spot values.
You can specify the type of transaction that the component of a configured item generates during order entry. Assembly inclusion rules also offer advanced logic, such as algebraic expressions, smart parts, and external program references.
You can also set up tables for assembly inclusion rules to reference information that is based on segment values. You can define tables for components, prices, and calculated values. Using tables reduces the number of required rules, simplifies rule maintenance, and improves processing time.
You can attach media objects such as text, image, and OLE to configured items. Media object attachments provide additional information about the configured item, components, and configured item segment values. The information could be useful to order entry personnel.