Functionality and Implementation QAD Configurator Functionality and Implementation

Agenda Introduction What Does the QAD Configurator Do? Compare / Contrast with Configured Products Review of Functionality Recommended Implementation Approach Question and Answer

Introduction Andrew Hall First QAD Implementation in 1993 Joined Logan Consulting in 1995 Based in Minneapolis, MN Numerous QAD Configurator Implementations

What does it do? Embeds product knowledge into configuration model vs. “tribal knowledge” Presents user with a plain English questionnaire to define the desire configuration Think Customer Self Service Enforces configuration rules Identifies existing or new configurations Automatically builds master data to eliminate Engineering overhead - Items, BOM, Routings, etc.

What about Configured Products? Configured Products is not rules-based Could yield an illogical configuration Pricing limitations in Configured Products No unique Item Number for Configured Products Must link Sales Order to Work Order Cannot inventory a Configured Product accurately No sales history by specific configuration

Functional Review / Demonstration Configurable Item Configurable BOM and Routing Features and Options / Questions and Answers Sales Rules and Rule Tables Product Configuration Rules Questionnaire

Configurable Item Test

Configurable BOM and Routing Test

Features and Options The Questions (Features) and Answers (Options)

Configuration Key Test

Rules and Rule Tables

Rules and Rule Tables

Product Configuration Rules Item Number Rule Item Data Rules Product Structure Selection and Assignment Rules Routing Selection and Assignment Rules

Item Number Rule Test

Item Data Rules Test

Product Structure Rules Test

Routing Rules Test

Questionnaire Available in Sales Order, Sales Quote and Stand-Alone Default values highlighted Long questions and answers should be user friendly Only available Features and Options are editable Rules driven Some may be excluded and some may be answered Unique configuration determined by Configuration Key Select existing item or build new item and all supporting data Test

That is just…

Also… BOM and Phantom Type Configurable Items Item Master Comments SO and SQ Line Rules Multi-Level Configurable Items External Entities And so on

Implementation Approach This is NOT an IT Project If you cannot cogently describe the rules, ALL OF THEN RULES, then STOP! Well, sometimes… Focus Questionnaire on minimal possible subject matter expertise of the user Sign-off on all documentation before any QAD entry Test, Test, Test – Expect Iterations

Question and Answer