Jens Seiger Kristiansen, Western Computer PRODUCT CONFIGURATOR - A DEEP DIVE INTO THE WORLD OF ATTRIBUTES AND CONSTRAINTS

2 #AXUGFocus Introduction Who am I and where am I from? What are we going to talk about today? Introduction to the product configurator Building the Product Configuration Model and prepping for release Walkthrough of phases of setup of the model Prepping for release Validation, UI, Templates, etc. Variations of use Where have I been applying the product configurator? Q&A Let’s talk and discuss! AGENDA

INTRODUCTION

About Me Jens Seiger Kristiansen Born and Raised in Denmark – moved to USA in 2013 AX Program Manager, Western Computer 10 years of AX experience Specializes in: PLM and Configurations Lifecycle Services (LCS) Trade and logistics ‘Nerdy’ about the new stuff

About Western Computer Western Computer strives to be the premier Microsoft Dynamics ERP solutions provider to Manufacturing, Distribution and Construction companies in North America. Profile Established years in business software 160+ certified professionals 500+ successful implementations Solution Expertise Microsoft Dynamics NAV Microsoft Dynamics AX Microsoft Dynamics CRM Microsoft SharePoint Application Integration Web Development Business Intelligence Reputation Industry Focused – Distribution, Projects and Mfg. Long Term Client Partnerships World Class Support Global Roll-out Experience

Subject for this Session 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.

Subject for this Session Product Configuration Models Possibility to setup a generic product structure to build dynamic BOMS and Routes Sales orders Sales quotations Purchase orders Production orders Intercompany controlled

BUILDING THE PRODUCT CONFIGURATION MODEL AND PREPPING FOR RELEASE

9 #AXUGFocus 9 PRODUCT CONFIGURATION PROCESS

10 #AXUGFocus 10 PRODUCT CONFIGURATION SETUP

11 #AXUGFocus PRODUCT MODELLING Components – Root or sub component Attributes with attribute types Constraints – Expressions or tables Calculations – Constraints and calculations User requirements (Phantom BOM’s) BOM lines with conditions Route operations with conditions Attribute bases sales prices

12 #AXUGFocus PRODUCT MODELLING – A FEW KEY FEATURES Reuse configurations Deep table constraints Map and use attributes on all subcomponent levels System defined table constrains – include standard AX tables. Attributes read-only Hide subcomponents and user requirements Expressions editor Attribute base sales prices

13 #AXUGFocus 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.

14 #AXUGFocus PRODUCT MODELLING ATTRIBUTES AND ATTRIBUTE TYPES Values that can be selected during configuration of product

DEMO

16 #AXUGFocus PRODUCT MODELLING CONSTRAINTS Rule sets for specific product configuration model Expression constraints Using the Expression editor Table constraints User defined System defined

17 #AXUGFocus PRODUCT MODELLING CONSTRAINTS – EXPRESSION EDITOR Can be used in constraints Conditions Calculations Prices Guiding messages Check on naming and syntax

DEMO

19 #AXUGFocus PRODUCT MODELLING CALCULATIONS Calculations adds to constraints by enabling values to be calculated by using decimal numbers when a product is configured.

DEMO

21 #AXUGFocus PRODUCT MODELLING SUBCOMPONENTS AND USER REQUIREMENTS Subcomponents represents the nodes in the models. When one as 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

DEMO

23 #AXUGFocus 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

24 #AXUGFocus 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

DEMO

26 #AXUGFocus PRODUCT MODELLING ATTRIBUTE BASED PRICING Sales price models Can be applied in all companies and carry multiple currencies Conditions and expressions will follow specified currency, but can be defaulted from the default currency

27 #AXUGFocus PRODUCT MODELLING ATTRIBUTE BASED SALES PRICES Price model criteria Defines when the model is valid – based on order type and recipient Price break down structure Price broken down with all active price elements

DEMO

VALIDATE AND RELEASE THE MODEL

30 #AXUGFocus VALIDATE AND RELEASE Validation User Interface Templates and Translations Exporting Models Activation and Versioning

DEMO

REAL LIFE STORIES

33 #AXUGFocus - Medical devices company – Global Implementation project - Sales hubs throughout the world creating configured sales orders and intercompany orders, releasing configurations and variants in selling company. - Manufacturing company of promotional items configuration models were the pricing and export functionality was leveraged and extended. - 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 REAL LIFE STORIES

34 #AXUGFocus - Walkthrough of complete product configuration setup, validation, testing, and activation - Real life use RECAP – WHAT DID WE GO THROUGH TODAY

QA

36 #AXUGFocus CPE Credit Code: 53C2 Complete Surveys FINAL REMINDERS

37 #AXUGFocus Jens Seiger Kristiansen Western Computer SPEAKER CONTACT INFO