Create Bills of Resources for Configured Items

Order Management sends details about configured items to Promising, including the configured item, the option classes, and the optional components that the user selects in each option class.

You must assign each configured item, option class, and optional component to an ATP rule.
Promising considers each configured item, option class, and optional component as critical.
The bill of resources includes the configured item and the required components that are part of the item that you mark as Critical. It also includes resources in the model's work definition when you enable the Bottleneck option on the simulation set or enable the Capable to Promise option on the resource in Manufacturing.
The bill of resources doesn't include optional components, child configured items, or child option classes.

Assume you create a work definition for a stove.

Note

The configured item is named ATO_STOVE_MODEL.
It includes an operation step named OP 30.
The step includes two option classes.
- BJ-FUEL_STD-OC Fuel Type OC
- BJ-BURNER_LAYOUT_OC Burner
The step also includes the BJ-R3 resource.
This example includes the resource directly below the configured item.
If you include the resource directly below the configured item, and if you enable the CTP Enabled or Bottleneck option to mark the resource as critical, then the bill of resources will include the resource.

Assume the configured item on the sales order has this structure.

Configured Item z 
  Option Class x
    Optional component x.1
    Optional component x.2

  Option Class y
    Optional component y.1
    Optional component y.2

  Resource 2

Here's part of the bill of resources you would create.

Item	Component	Type	Lead Time Offset	Usage
Model z	Resource 2	Resource	-	-

Determine the Usage and Lead Time Offset

The bill of resources only includes a parent when at least one of its optional components or resources is required and is critical, but promising must determine availability according to the optional component that the user selects. Here's how Promising determines the lead time offset.

What Promising Needs to Promise	What Promising Does
Item	Examines the lead time for the configured item, including the processing time and postprocessing time. If the option class includes a required, critical item, then it also examines the processing lead time for the option class. Usage measures how much of a component that you use up to make the assembled item. Promising determines the usage for each required component the same way it determines this value for a make item from the work definition.
Resource	If you add the resource directly under the configured item, then Promising uses the item's lead time to calculate the lead time offset, and uses the work definition to calculate the usage.

What Promising Needs to Promise

What Promising Does

Item

Examines the lead time for the configured item, including the processing time and postprocessing time.

If the option class includes a required, critical item, then it also examines the processing lead time for the option class.

Usage measures how much of a component that you use up to make the assembled item. Promising determines the usage for each required component the same way it determines this value for a make item from the work definition.

Resource

If you add the resource directly under the configured item, then Promising uses the item's lead time to calculate the lead time offset, and uses the work definition to calculate the usage.

Promise a Configured Item That Has a Child Item

Assume your configured item includes a child configured item. Here are the order lines. Assume the Requested Date for each line is December 21, 2022.

Order Line	Item	Type	Quantity
1	Deluxe Stove	Configured Item	10
2	Oven	Optional component	10
3	OC01	Option Class	10
4	Option11	Optional component	10
5	ATO02	Configured Item	10

Here's the hierarchy.

Deluxe Stove
  Burner Top (optional component)
    Burner Knobs (required component)
  Labor for Stove (required resource)
  Warming Tray (option class)
    Temperature Control (optional component)
    Pull Handle (required component)

  Oven
    Bluetooth Control (optional component)
    Safety Glass (required component)
    Labor for Oven(required resource)
    Oven Type (option class)
      Gas (optional component)
      Electric (optional component)
      Window (required component)
      Machine to Assemble Oven (required resource)

The bill of resources includes resources depending on what you mark as critical in the work definition.

What You Mark as Critical	What the Bill of Resources Includes
Burner Knobs	Resources for the Burner Top optional component.
Pull Handle	Resources for the Warming Tray option class.
Labor for Oven	Resources for the Oven child model.
You don't mark anything as critical in the Oven Type option class.	There won't be a bill of resources for the Oven Type.

Assume the processing lead time for the Deluxe Stove is 2 days. Here's what your bill of resources will look like.

Item	Component	Type	Lead Time Offset	Usage
Burner Top	Burner Knobs	Item	2 Days	-
Warming Tray	Pull Handle	Item	2 Days	-
Oven	Resource02	Item	3 Days	-

Here's how Promising uses the bill of resources that you just created.

Determines whether the Deluxe Stove has a resource or a required component that you have marked as critical. This example doesn't, so it goes to the next step.
Determines whether to include the option class in the bill of resources. If you mark a required component as critical, and if that component is in the class, then it includes the class.
You marked the required component Burner Knobs as critical, Burner Knobs is in the Option01 class, so Promising determines availability for the Option01 class.

Assume Promising determines that the Burner Top is available on December 24 and the Burner Knobs are available on December 21. Promising calculates the scheduled date as:

Scheduled Date equals December 26 (December 24 plus the configured item's 2 day lead time).

For background details, see Overview of Configure-to-Order.