Product Configurator

The Product Configurator allows the specifying of features and options for a configurable product or generic item at sales quotation or order entry.

In the Product Configurator module a product model is created that defines all the features of a the specific product. The desired product variant is defined by selection the optional features. The translation of requirements into the product structure of the variant is controlled by a set of decision rules and constraint.

The product configurator has two core tasks:

  • Product configuration control: To enforce constraints at sales times to guarantee that only buildable products are stated by the selected features and options.
  • Structure generation for product variants: To generate the BOM/routings for the product based on the selected features and options.

Product Configurator provides the following:

  • Generic product modeling: To define the generic product, its features and options.
  • Generic engineering data: To define the rules that transform the selected features and options into bills of materials, routings, item codes, item descriptions and other item properties.
  • Generic product modeling

    You use generic product modeling to define the generic product. During this process, you create the product structure, specify the components to use, and specify the routing for the components that are used during production. Your company can also established the controls that users can select and rules for components use and routing.

    Product Configurator supports sales and purchase price lists:

    • Base price
    • Option price
    • Price list matrix to calculate surcharges based on a combination of options
    • Totals and subtotals for reporting
  • Configuration and structure generation

    A code for the required item is entered in Sales to start the configuration process. The Product Configurator module requires the selection of several answers in a sequence predetermined at modeling time. The answered are checked against the constraints until all values are entered and the configuration is saved with the order.

    You can also work with stored variants that are used as a template for quick ordering of similar products.

    The sales order line that contains the desired features and options is used to generate a specific BOM and routing for the order. Depending on the order policy of the top-generic item, a PCS project is created or used if cost tracking is required. When the order policy is anonymous, a configured standard structure is created.

    Prices can be calculated both online and offline after the product is configurated.

  • PCM Congifurator

    The PCM Configurator is an interactive configurator that is integrated with LN. As part of the configuration, the PCM Configurator will make the relevant chosen features and option available to Enterprise Planning. The Product Configurator module stores the configuration information required to handle the manufacturing process.