Supply Chain › Product Configurator
Configurator · Models
A configurable product and how a configuration of it gets made — configure, assemble, make or engineer to order.
Where to find it
- Module: Supply Chain
- Group: Master Data
- Section: Product Configurator
- Screen: Configurator · Models
Address in the console: /scm/config-models
List · 14 columns · 25 fields on its form · 4 of them required · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Model | Code | model_no |
| Name | Text | name |
| Base item | Code | base_item_no |
| Fulfilment | Status | fulfilment |
| Status | Status | status |
| Questions | Number | class_count |
| Options | Number | option_count |
| Rules | Number | rule_count |
| Materials | Number | material_count |
| Processes | Number | process_count |
| Configured | Number | configured_count |
| Base price | Amount | base_price |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Model number required | Text | ||
| Name required | Text | ||
| Description | Long text | ||
| Base item required | Choice | Looked up from existing records | |
| Fulfilment strategy required | Choice | cto, ato, mto, eto | CTO resolves to a configured item; ATO assembles stocked sub-assemblies; MTO raises a production order; ETO needs engineering before a date can be promised. |
| A date may be promised at quotation | Yes or no | ||
| Always needs engineering | Yes or no | ||
| Resolving creates an item | Yes or no | ||
| Resolving creates a bill of material | Yes or no | ||
| Base bill of material | Choice | Looked up from existing records | The structure every configuration starts from. Leave it empty and the base item’s own current bill of material is used. |
| Start from the base item’s bill of material | Yes or no | On, a configuration begins with every component of the item this model configures and the rules add to it. Off, it begins with nothing and only what the rules and options name is in it. | |
| Pricing | Choice | rollup, base_only, price_list, manual, cost_plus | |
| Base price | Number | ||
| Markup % | Number | ||
| Currency | Text | The currency’s code, e.g. INR, USD, SAR. A currency’s name is saved as its code. | |
| Status | Choice | draft, in_review, released, superseded, withdrawn | |
| Version | Text | ||
| Resolving creates a routing | Yes or no | ||
| Default work center | Choice | Looked up from existing records | Where an operation a rule names without a work center is done. |
| Overhead % | Number | Added to the cost of every configuration, on top of the work centers’ own overhead. | |
| Scrap and yield % | Number | ||
| Freight per unit | Number | ||
| Packaging per unit | Number | ||
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
What you can do here
Configure primary
Check this model
Rules as text
Workbook
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Product Configurator
WorkspaceConfigure a ProductOpenRecordsConfigurator · QuestionsOpenRecordsConfigurator · OptionsOpenRecordsConfigurator · RulesOpenWorkspaceConfigurator · WorkbookOpenViewConfigurationsOpenRecordsConfigurator · ParametersOpenRecordsConfigurator · Sub-assembly InheritanceOpenViewConfigured · ComponentsOpenViewConfigured · RoutingOpenViewConfigured · InspectionsOpenViewConfigured · Cost SheetOpenViewConfigured · WhyOpen