Thursday, August 19, 2021

Configure To Order ( Part 2)

 2. Creation of Model item

Let's use the seeded model item template to define the model item. In our case, lets define model item as 'Desktop - Lenovo'.


When we talk about creating a model item, pay attention to below attributes which are core for model item

Bills of Material Tab, BOM Item type = Model

Create configured item, BOM = This you can pick based on requirement and need. Here in this example I'm using value as 'based on Model'.



Order Management Tab,

Assemble to Order = Checked


Assign the item to 'M1' Organization



Creation of Option Class item

Let's use the seeded option class item template to define the option class item. In our case, lets define option class item ' Monitor'.


pay attention to below attributes

Bills of Material tab,

BOM Item Type = Option Class

Order Management tab, 

Assemble to Order = Checked


save the item and assign it to 'M1' organization.

Creation of Option Item

Option item can be Finished good / Sub Assembly / Purchased item. 

For now, I'm assuming Cabinet as finished good and all other options as purchased item.

Item = 24 inch IPS


apply 'Purchasing item' template.

save the item and perform organization assignment to assign item to 'M1' organization.

Create other options for option class desktop as needed for the structure (I'm skipping other screenshots to keep article compact.

let me create 'Cabinet' as it is structured as finished good.

Item = Cabinet

template = Finished good template



Create this item 'Cabinet' and assign it to 'M1' organization.


Note: Create other options  as needed for the structure (I'm skipping other screenshots to keep article compact. )

3. Creation of BOM - Model BOM and Option class BOM

Model BOM


Look at the below highlighted Order management Tab. 

Optional - Select this, if you want specific option class to be optional. 

                    Unchecking this flag tells that this option class is mandatory.

Mutually Exclusive - Select this if you want to pick only one option in this option class

Optional Unchecked and Mutually Exclusive Checked - shows that this option class is mandatory and user has to select only one option in this option class.


Option class BOM







Create Routing

Create Routing as required. In this example I'm using below routing.
Note: For detailed steps on how to create Routing, Refer Routing Creation Topic.




 4.    Creation of Common Bill

Next step is to create common bill for Model and option class. The common bill should be created in IVO (Item validation Organization). In many cases, IVO will be the master org, hence creating common bill in master org (V1).

Navigation : Bills of Material > Bills > Create Common Bills


once program completes successfully, you can see the bill for Model "Desktop - Lenovo" in V1 org as well.


5. Import Model into Oracle configurator

            Import of Model BOM structure including option class as well as options into oracle configurator (CZ schema) can be done by running below program

Responsibility : Configurator Developer
Program: Populate Configuration Models




Monitor the request for successful completion. If there are any warnings or program completes in Error, check your log file and resolve the issue.

Upon successful completion of populate configuration model program, you can see the model structure in Oracle configurator as below

Responsibility: Oracle configurator Developer 
( Note -  Oracle configurator Developer and Configurator Developer are two different Responsibilities.)

click on configurator Developer (it will open a new window in your browser)


In the configurator Developer screen, we can see our model 'Desktop-Lenovo' as below




Click on the Edit button and click on structure as highlighted


we see our model with its complete structure as per Model BOM 


continue.....














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