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.....

"Configure To Order", CTO, Configurator process flow

Configure To Order Process

(Part 1)

"Oracle Configurator" is usually launched from a host application, such as Oracle Order Management or iStore, and displays the selected configuration model to the end user. During an Oracle Configurator session, an end user makes selections and specifies requirements for the product or service being configured.  

 Overview of Configurator flow

The steps involved in the flow of an "Oracle Configurator" implementation are as follows.

1.       The steps involved in the flow of an Oracle Configurator implementation are as follows

2.       Define Model Inventory items, Option Classes, option items and Finished Goods Items

3.       Create ATO model using Oracle Bills of Material to represent the product model.

4.       Create Common Bill

5.       Import model Bill into Oracle Configurator module to create product structure in Configurator schema.

6.       Modify the model structure in Oracle Configurator Developer (If Required)

7.       Define Rules in OCD.

8.       Generate UI definition in OCD.

9.       Test model in OCD

10.   Publish Model from OCD

11.   Invoke Configurator from the Hosting Application (Order Management responsibility)

 Below is the pictorial representation of steps to be followed for creating a configurator model.

Model Structure:

Lets use simple example of building a desktop as the model.

Below is the Desktop model structure used for this demo.

Model	Desktop - Lenovo	Optional	Mutually Exclusive	Rule
Option Class	Monitor	No	Yes
Option	24 inch IPS
Option	22 Inch IPS
Option	18 inch Basic
Option Class	Processor	No	Yes
Option	I5 8th Gen
Option	I7 7Th gen
Option	I7 7th gen
Option Class	RAM Memory	No	Yes
Option	8GB
Option	12GB
Option Class	Hard Disk	No	No
Option	1 TB HDD
Option	256GB SSD
Option	512GB SSD
Option Class	Other Accessories	Yes	NO	When monitor is selected, HDMI cable, Power card and adaptor should be selected. When 512 SSD is selected, keyboard is offered as free
Option	Web cam
Option	External Speakers
Option	Keyboard
Option	AMD Graphics card
Option	Cabinet			When processor is selected, then cabinet should be selected by default
Option	Power Cord and adaptor