Sage X3 ERP configurator application

Figure 1 Bathroom product web version product configuration

Figure 2 Identity digital verification equipment options

Figure 3 Web-based car personality configuration

1. Configurable product design is already a technology trend
   . Enter "configurator" in Baidu search and three technical words. You will be surprised to find that many first-class companies' official websites are frequently jumped out, and configurators appear on On the front page of the official website. On the configuration page of the bathroom product in Figure 1, you select the size, model, and color, and you can immediately print the product information you have selected in combination with graphics and text. In Figure 3, in a more cool way, the most intuitive video way to show you "designed" your own private car, it is almost a full personalized customization in the true sense.

Figure 4 Personalized bathroom products

Figure 5
The academic definition of a customized car configurator: product configurator is a management science and technology term published in 2016. It is used for design-to-order and manufacturing-to-order environments with a variety of variant products. Rule-based system. It can realize intelligent modeling of parts or product attributes, and generate models, drawings, bills of materials and cost estimates that can be integrated into computer-aided design systems, computer-aided manufacturing systems, manufacturing resource planning systems, and sales order entry systems.
In discrete manufacturing companies, high value-added manufacturing is inseparable from customized customization. When enterprises select and use ERP, product configuration has become a very normal requirement, a topic that cannot be avoided. What kind of solution can Sage X3 ERP provide, and how is its application?

2. The common parent-child relationship of the
   product structure The relationship of the product structure (father-child):
    fixed relationship (usual standard product)-MTO (Make to Order)
    selection relationship (the combination of options can be determined in advance, and the finished product number remains unchanged)-ATO (Assemble to Order)
    Attribute relationship (the characteristics of the finished product are bound to the characteristics of the part, the finished product number is changed)-CTO (Configure to Order)
    Calculation relationship (the physical quantity of the part cannot be determined in advance, the product number may change)-MTM (Make to Measure)
    Matching relationship (it is a matching relationship with the finished product, and it is also an independent finished product) – KTO (Kit to Order)

We usually divide the materials in the product BOM into
-optional parts (that is, whether there is or not)
-configuration parts (must have, and the characteristics and attributes are customized)
-mandatory parts (quantity and attributes are unique)
. The options are relatively simple, only need to be checked, and the configuration is relatively complicated, because the existence of the configuration sometimes affects only the choice of attributes, such as the helmet of a motorcycle, which can be set as a configuration. There are multiple Color attributes are available for selection.

Figure 6 Multiple color attributes are available for selection,
but more often, it will affect the design, size, specifications, and even the entire BOM structure of the finished product, as well as the material cost.

Configuration product features:

3. Sage X3 ERP's solution for configuration products
   Combination product (Kit)-Define
   "kit" in the combined product structure
   -Use in sales order
   -No assembly BOM and assembly order (ATO) generation
   -Sales and delivery link combined out of the warehouse
   For example, sofa, bedding and other
   configurators
   -used to select products (according to product line, attributes...)
   -used for feature/option product (assembly BOM) selection (different options are different products)
   -used for multi-attribute products Selection or automatic generation
   -used for BOM calculation or/and automatic generation of products with calculated attributes

The function introduction of
Sage X3 ERP configurator Sage X3 ERP configurator is through the setting of "configurator script", which is directly called when the "sales order" or "sales quotation" is executed. According to the parameters set by the script, determine the required and available options. Choose and whether to generate the corresponding product BOM, process route, product cost, etc., and finally realize the dynamic multi-level configuration of multiple products with complex BOM and similar structure.
The main application areas are in the fields of CNC machine tools, system engineering, equipment, IT, clothing, etc., where there are product series, there is a certain similarity, similarity, and exclusive relationship between sales and production enterprises.

• Basic settings
 Product line
 Response values
 Configurator symbols
 Forms/templates
 Calculation tables
 Standard procedures
• Application functions
 Product selection
 Features/options
 Scripts
• Summary of features of the X3 configurator
 6 characters + 6 Numerical attribute definition (for each product line);
 Question-answer operation provides a user-friendly operation interface and convenient maintenance;
 The form of script can accommodate all product generation rules including product code and product master data , Product structure, process regulations, etc.;
 automatically configure the most basic requirements of the product, the user only needs to enter the configuration parameters, automatically find or generate;
 dynamic search does not need to be generated in advance, can be generated as needed ;
 seamless connection with sales business ;

Figure 7 The key content of Sage X3 ERP configurator application

The application of the configurator is mainly for variant products, so it is generally the establishment of basic product basic data, including product, BOM, process, etc. If it is only the application of features and optional accessories, the configurator is relatively simple and generally only needs to be solved. New product material coding and BOM configuration issues, if it involves the application of parameter variables related to the characteristics, such as the amount of BOM related to specification attributes, such as the material used for the roller and the length of the roller surface, the length of the shaft core, it needs to be calculated by the formula Parametric design, the matching process and cost will become parametric applications, which will increase the complexity of the configurator application.

4. Sage X3 ERP application case introduction to configurator
    Case 1: Sales order matching system SOSS
   
   Figure 8 Sales order matching system
   SOSS mainly completes the placing of customer sales orders. With the help of Internet technology, customers can place orders directly online, and Complete product configuration requirements. At the same time, according to the company's sales price strategy, the order automatically matches the corresponding price, and the approval of the order is completed.
   

Figure 9 Product configuration
 Case 2: Sales select configuration items through basic product configuration to generate a product configuration list. The system generates BOM usage, process man-hours, and process drawings based on the product configuration list and BOM formula, process formula, and process drawing formula. Use the configuration list to calculate the material cost and process cost of the sales order to achieve quick quotation.

Figure 10 Product configuration list

Figure 11 Product configuration details

Figure 12 Parametric process route design