Easy OnBoarding Configuration Process Easy OnBoarding Course Overview

Easy On-Boarding Configuration Process

Easy On-Boarding Course Overview • Introduction to Configurator • Configuration Process - Configurator Questionnaire Pricing Variant Item-Site Records Element Variables Manual Configuration Maintenance Configuration Rebuild Forecasting Configuration Items Delete & Archive Import & Export Batch Compiler Rule Table Accelerator Configurator v Configured Products 2

Business Considerations Less Delivery Lead Time More Customizations Less Inventory

Manufacturing Strategies Delivery Lead Time Design Purchase Manufacture Assemble Ship Engineer-to-Order (ETO) Ship Make-to-Order (MTO) Delivery Lead Time Inventory Manufacture Assemble Delivery Lead Time Manufacture Inventory Assemble Ship Assemble-to-Order (ATO) Delivery Lead Time Manufacture Assemble Inventory Ship Make-to-Stock (MTS)

Variety and Volume Relationships High Engineer-to-Order Make-to-Order Product Variety Assemble-to-Order Low Make-to-Stock High Product Volume

Strategies Supported by Configurator Strategy Fulfillment Type SO Line Item Product Structure Routing MTO Standard WO Variant Item Variant BOM Optional Variant Routing MTO/ATO FAS linked to Sales Order Variant Item SO BOM and Variant BOM Optional Variant Routing MTS Picking List Variant Item (Memo) and Level 1 Components SO Lines and Variant BOM Optional Variant Routing and Routing from Level 1 Components MTS Picking List Level 1 Components SO Lines Routing from Level 1 Components MTS Picking List Variant Item SO BOM and Variant BOM N/A

Strategies Supported by Configurator • MTO • Fulfillment Type = Standard Work Order Item Master Pur/MFG M Item Master Configuration Type Configurable Item SO Type BOM SO Line Variant Item Product Structure Variant BOM Routing Variant Routing

Strategies Supported by Configurator • MTO/ATO • Fulfillment Type = FAS linked to Sales Order Item Master Pur/MFG C Item Master Configuration Type ATO Configurable Item SO Type BOM SO Line Variant Item Product Structure Sales Order BOM and Variant BOM Routing Variant Routing

Strategies Supported by Configurator • MTS • Fulfillment Type = Picking List Item Master Pur/MFG C Item Master Configuration Type KIT Configurable Item SO Type BOM SO Line Variant Item Product Structure SO BOM and Variant BOM Routing N/A

Strategies Supported by Configurator • MTS • Fulfillment Type = Picking List Item Master Pur/MFG M Item Master Configuration Type Configurable Item SO Type Physical SO Line Variant Item (memo) and Level 1 Components Product Structure SO lines and Variant BOM Routing N/A

Strategies Supported by Configurator • MTS • Fulfillment Type = Picking List Item Master Pur/MFG M Item Master Configuration Type Configurable Item SO Type Phantom SO Line Level 1 Components Product Structure SO lines Routing N/A

Configurator Key Features • Powerful and flexible: - Questionnaire Design - Price Calculations - Product Configuration Rule Definition Capabilities • Questionnaire-guided sales for customizable products • Instant conversion of customer requirements into manufacturing requirements • Seamless integration with QAD Enterprise Applications

Configurator Key Benefits • Bridges the information and knowledge gap between sales and engineering • Easily configure products to meet customers’ specific requirements • Streamlined sales order and quotation entry process for configurable products • Reduces lead time to fulfill orders for configured products • Reduced error rates

Integration with QAD Enterprise Applications • Integrated with the following QAD Enterprise Applications functions: - Sales Quote Maintenance Sales Order Maintenance Item Master Maintenance Product Structure Maintenance Routing Maintenance Item-Site Inventory Data Maintenance Item-Site Planning Maintenance Item-Site Cost Maintenance

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Configurable Item Setup Review QAD ERP Data Item-Site Data Product Structure Routing Sales Configuration Rules General Rules Rule Groups Rule Tables Item Rules Configurable Item Features (and Options) Variables (and Options) Product Configuration Rules Variant Item Number Variant Item Variant Product Structure Variant Routing

Product Configuration Process Configurable Item Sales Configuration Rules Questionnaire Features (and Options) Answer Questions QAD ERP Data Item-Site Data Product Structure Routing Create Variant ERP Data Variant Item-Site Data Product Structure Routing Product Configuration Rules

Questionnaire Sequence Maintenance • Run Questionnaire Sequence Maintenance to define the order in which you want the Functional Groups and Features to be displayed.

Configuring Variant Items - Questionnaire • • Selecting a Configurable Item Checking existing Configurations Completing the Questionnaire Selecting a Configuration to create a new Variant

Selecting a Configurable Item

Checking Existing Configurations

Completing the Questionnaire

Selecting a Configuration to create a new Variant

Show Existing Configurations Option • Use the Show Existing Configurations option in Configurable Item Maintenance to customize the configuration process.

Pricing • • Pricing without Pricing Rules Pricing with Pricing Rules Allow Net Price Changes Manual Price List Changes

Pricing without Pricing Rules • Configurator calculates best net and list price of Configurable Item when you run Questionnaire. • Each Questionnaire question answered with one of the Feature Options for that question. • Feature Maintenance, can associate each Feature with: - Pricing Part; - Unit of Measure; - for numeric features, a Quantity Based field.

Configurator Pricing - Pricing Parts Feature Option 1 Pricing Part P 1 Feature Option 2 Pricing Part P 2 Price List or Item Master Price

Configurator Pricing - Pricing Parts • Pricing Part Example - Feature “backup-type” Feature Option Pricing Part Alkaline Battery 60021 Nickel-Cadmium Battery 60022 N. A.

Pricing with Pricing Rules • Pricing Rules set the quantity to be used by QAD pricing engine for non-numeric Features. • Maintain Pricing Rules: - General Rule Maintenance; - Item Rule Maintenance. • Cannot maintain Pricing Rules in: - General Rule Table Maintenance; - Item Rule Table Maintenance.

Displaying Warning Messages in the Questionnaire • When constructing sales configuration rules, you can define warning messages to display when a particular rule condition is met in the Questionnaire

Displaying Warning Messages in the Questionnaire

Variant Item-Site Records • When a variant item is created, the system can optionally create variant item-site records • Options for creation are - None: No variant item-site data will be created - Current Site Only: The system will generate variant item-site data specific to a particular site - All Sites: The system will generate variant item-site data for all the sites associated with the configurable item as defined in Item-Site Planning Maintenance

Element Variables • An element variable is directly associated with a field in a database table • QAD Configurator supports element variable links to two types of entities: - Internal Entities, which are entities within QAD Configurator - External Entities, which you have to define using External Entity Maintenance

Internal Entities • The following tables in QAD Enterprise Applications are internal entities - Item Master Customer Master Sales Order Detail Sales Quote Header Sales Quote Detail

Element Variables and Internal Entities

External Entity • An External Entity is a reference to a table in a database

External Entity Example • Selection rule contains an element variable

External Entity Example • Use an element variable to specify a field from the external entity record

External Entity Rule Maintenance • Use External Entity Rule Maintenance to assign values to fields in the database table defined as an External Entity

Configurable Item Maintenance: Cost Roll-Up

Element Roll-Up • Before running Element Roll-Up, you must first define the Element Roll-up Rules for Configurable Items. You do this using Element Roll-Up Rule Maintenance. • The input to Element Roll-Up can be - Variant Items - Configurable Items for which all Variants need to be updated

Element Roll-Up

Manual Configuration Maintenance

Configuration Rebuild • Use Configuration Rebuild to make batch changes to multiple configurations and update variant items data without having to go through the questionnaire entry process • You can also: - Reprice configurations; - update variant product structures and routings for selected variant items during the rebuild process

Configuration Rebuild

Forecasting Configurable Items

Forecasting Configurable Items 01040 -P Planning Item Week Qty 01040 -P 10 100 01040 -P 11 100 01040 -P 12 100 01040 -P 13 100 50001 40% 50002 60% 01040 Configurable Item 01040 -001 Variant Item 50001 01040 -002 Variant Item 50002

Deleting and Archiving Configurations

Importing and Exporting Models • Select Import to load data from data package (. pkg) files into the QAD EA and QAD Configurator databases respectively

Batch Compiler

Rule Table Accelerator • Rule Table Accelerator performs all actions necessary to make an indexed search on one or more Rule Tables possible. • If you do not accelerate a Rule Table, you cannot perform an indexed search on that table.

Non-Domain Specific Data • • • Master Groups Functional Groups Question Types Variables General Rules Rule Groups

Configured Products versus Configurator Standard Features (Configured Products) Advanced (Configurator) Configuration in Sales Quotes Sales Orders Standalone Configuration of SO BOM Standard Routing only BOM / Product Structure Routings Item Code Sales Quote / Sales Order Rules-based No (guided selling) Configuration Types ATO, PTO/Kits Assembly Simple No pre-assembly Yes ATO, PTO/Kits, CTO Simple to Complex Pre-assembly possible Work Orders Final Assembly (FAS) backflush Standard (MRP) Pricing Component-based, optionbased or any combination

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