Product Configurator A Customer Story www Western Computer

Product Configurator – A Customer Story www. Western. Computer. com

Product Configurator – A Customer Story Rick Pace, CIO - Evans Manufacturing Jens Seiger, AX Program Manager – Western Computer www. Western. Computer. com

Agenda Introduction Functional use of the Configurator • End to End Evans Configuration • How to build the Configuration Model • Considerations to make Sharing our Experience • Approach • Lessons Learned • Tips and Tricks for you • Q&A www. Western. Computer. com

Product Configuration Models • Product configuration models are created to represent a generic product structure. The Product configuration feature set includes a user interface (UI) that provides a visual overview of the product configuration model structure, and also a declarative constraint syntax that doesn’t have to be compiled. Therefore, companies that want to support a configuration practice can get started more easily. • www. Western. Computer. com

Product Configuration Models • Possibility to setup a generic product structure to build dynamic BOMS, Routes, and defining sales prices • Sales orders • Sales quotations • Purchase orders • Production orders • Intercompany controlled www. Western. Computer. com

Product Configuration Process www. Western. Computer. com

Functional use of the Configurator www. Western. Computer. com

Demo www. Western. Computer. com

EVANS MFG – Configure an order • Sales order using standard AX 2012 * Item 4316 Quantity 100 www. Western. Computer. com

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Sales order after configuration www. Western. Computer. com

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How to build the Configuration Model www. Western. Computer. com

Product Configuration Setup • Item lookup control on sales orders and quotations • Document management for sales price break down • Default configuration ID and currency • Cache control for better performance www. Western. Computer. com

Product Modelling – A few Key Features • • • Reuse configurations Deep table constraints • Map and use attributes on all levels • System defined table constrains – include standard D 365 tables. Attributes read-only Hide subcomponents and user requirements Expressions editor Attribute based sales prices P: (805) 851 - 5020 E: Sales@Western. Computer. com www. Western. Computer. com

Product Modelling • • Components – Root or sub component Attributes and attribute types Constraints – Expression or table Calculations – Constraints and calculations User requirements (Phantom BOM’s) BOM lines with conditions Route operations with conditions Attribute based sales prices P: (805) 851 - 5020 E: Sales@Western. Computer. com www. Western. Computer. com

Product Modelling - Components • • • Main building blocks of configuration models One models can consists of one or more components Will be setup once and can be reused in several models • Example: • Configure a service or warranty plan in a component that can be used in several models. www. Western. Computer. com

Product Modelling - Attributes and attribute types • Values that can be selected during configuration of product www. Western. Computer. com

Product Modelling - Constraints • Rule sets for specific product configuration model • Expression constraints • Using the Expression editor • Table constraints • User defined • System defined www. Western. Computer. com

Product Modelling - Expression Editor Building the conditional expressions using OML language • Dynamic editor • Check on naming and syntax https: //msdn. microsoft. com/enus/library/ff 524507(v=vs. 93). aspx www. Western. Computer. com

Product Modelling - Calculations • Calculations add to constraints by enabling values to be calculated by using decimal numbers when a product is configured. www. Western. Computer. com

Product Modelling Subcomponents and User Requirements • • Subcomponents represent the nodes in the models. When associated, this subcomponent must be bound to a product master and will create a sub BOM for the bound product master User requirements act as subcomponent, except from the creation of sub BOM. • Included directly into the main configuration, hence phantom BOM www. Western. Computer. com

Product Modelling - BOM Lines • Included to dynamically create the production BOM. • • Must be referenced to an item, or an attribute containing the value of an item BOM line setup handled by direct value or mapped to an attribute www. Western. Computer. com

Product Modelling - Route operations • Included to dynamically create the production routings. • • Constraint controlled and values based on attributes Route operations setup handled by direct value or mapped to an attribute www. Western. Computer. com

Product Modelling - Attribute Based pricing • • Can be applied in all companies and carry multiple currencies Can be applied for specific order types and selection criteria • • Sales order Quotation – Customer Quotation - Prospect Conditions and expressions will follow specified currency, but can be defaulted from the default currency www. Western. Computer. com

Product Modelling - Attribute based pricing • Price break down structure • Generate Excel spreadsheet with price break down www. Western. Computer. com

Validate and release • • • Validation User Interface Templates and Translations Exporting Models Activation and Versioning www. Western. Computer. com

Real Life Lessons Evans manufacturing www. Western. Computer. com

Evans – What Process did we follow? Create the 1 st configuration Identify any similar products Export the configuration Make changes to the exported file (Find/Replace) • Import the changes back into AX • • www. Western. Computer. com

Real Life Lessons - What did we learn? • • • Configurations most likely will be the pacing item for your project Don’t rush the 1 st Configuration Define ‘families /groups’ of similar items Include Accounting to validate your GL Costing, Costing! www. Western. Computer. com

RECAP – What did we go through today • Walkthrough of complete product configuration setup, validation, testing, and activation • Real life use www. Western. Computer. com

Other Real Life Stories • Medical devices company – Global Implementation project • Sales hubs throughout the world creating configured sales orders and intercompany orders, releasing configurations and variants in manufacturing company. • Manufacturing company of wall art • Extended the functionality to be applied during item creation from external PLM solution, via integration, and automatically create BOM and Route as well www. Western. Computer. com

Q&A www. Western. Computer. com