Configuration Implementation Accomplished following 3 Simple Steps. 1) Work with someone that has done it before. 1) Work with someone that has done it before. No one likes paying for something they can do themselves. “Although access to the right experience, saves more than it costs.” 2) Define the scope of your project. "If you don't know where you are going, any road will get you there." - Will Rogers (and Winnie the Pooh) get you there." - Will Rogers (and Winnie the Pooh) 3) Come up with a corporate plan – and work the plan. 3) Come up with a corporate plan – and work the plan. Participate in Fact Finding, White boarding, Cross Functional Teams, then use mini break out models for testing. Participate in Fact Finding, White boarding, Cross Functional Teams, then use mini break out models for testing. Shameless Services Plug

Where to Locate Information Sales Price Sheets Sales Price Sheets Marketing Brochures/Literature Marketing Brochures/Literature These pieces of information typically have products and features (options) already grouped together. Engineering Drawings Engineering Drawings Existing BOM (Bill of Manufacturing) Existing BOM (Bill of Manufacturing) Routings and Materials Sales Manufacturing

Group Configurable Products Product Families Product Families Sub Configurable Products Sub Configurable Products – (Non-Stocked Sub Assemblies) Single Job vs. Sub Jobs Single Job vs. Sub Jobs SourcePurchasedManufacturedTransferred StockedYesInventory NoPurchase OrderJobTransfer – Works in conjunction with two of SyteLine’s Item Maintenance Fields Stocked and Source Stocked and Source

Things To Remember 1.) SyteLine Configuration was designed for MTO companies, allowing their customers to have input on product selections. 2.) SyteLine Configuration has two primary components: PowerPack – a configuration engine designed by Trilogy used for building modelsPowerPack – a configuration engine designed by Trilogy used for building models User Interface – a window that uses the PowerPack model information to display end user required and optional selectionsUser Interface – a window that uses the PowerPack model information to display end user required and optional selections 3.) During model building information can be linked from the Item Maintenance, and back to Customer Orders, Jobs, etc. within the SyteLine software.

Plan The Model Structure (Parts to Products) Define “Spectrum” of a Base Model Define “Spectrum” of a Base Model Are parts and rules shared across Product Lines? Are parts and rules shared across Product Lines? –a) Yes – One Base Model –b) No – Many Base Models Define how Products and Product Classes should be grouped (remembering Inheritance) Define how Products and Product Classes should be grouped (remembering Inheritance) Define how Parts and Part Classes should be grouped (remembering Inheritance) Define how Parts and Part Classes should be grouped (remembering Inheritance)

Relationship Between Selections 5. May be used to Set a Value on Another Selection As Some Selections: 1. Require that Other Selections be Made 2. Can’t Work Together 3. Automatically Include Other Selections 4. Remove Previously Defaulted Selections

Choice Of User Interface? 1. Default User Interface 2. Visual Basic (VB) UI Interface (supplied template) 3. Full Blown Visual Basic – displaying Graphics, Drawings, or Text 4. Web Layout (html code) 5. Will the end user interface include Pop-Up questions for the end user?

Setting Up The Base Model 1. Enter Part Classes for a model – Use Default SyteLine Configuration Classes Materials Materials Operations Operations Controls Controls – Create your own Classes 2. Enter Parts for each Part Class Create custom part attributes Create custom part attributes Populate each Selections Attribute Populate each Selections Attribute

Models Product Classes 1. Enter Products for each Product Class Link Parts to a Product (Product Definition Window) Link Parts to a Product (Product Definition Window) –1. Included –2. Required –3. Optional –4. Set Min/Max quantities 2. Enter Rules for Part-to-Part Relationships –1. Requires Choice –2. Includes –3. Removes –4. Can’t Work With –5. Sets Value On –6. If needed, use Attributes with Constraints

Enter Pricing Information Determine where the Base Price is stored? Determine where the Base Price is stored? – Within SyteLine – Within the Model Using Adder Pricing? Using Adder Pricing? – Certain selections may have an Up-Charge associated with them – Or other selections may reduce the overall calculated price Is the price based on an Amount or Percentage? Is the price based on an Amount or Percentage? – Percentages are calculated from the base price.

New for SL7 Configuration Configuration Tables (3) are Built in – No Secondary Database needed Uses Trilogy Performance Pack – Older Models Need “Converting” – Schema fields use Underscores instead of (dashes) No Visual Basic User Interface – User Interfaces will need to be built. – Possible in near future Keep current on new releases (fixed issues)

SL7 Form Layout

SyteLine Configuration Benefits Streamline the ordering process to save time Streamline the ordering process to save time Increases customer satisfaction and retention Increases customer satisfaction and retention Drives sales revenue and profit Drives sales revenue and profit Cuts lead times on orders Cuts lead times on orders Configures and prices products right the first time Configures and prices products right the first time Improves production accuracy and saves costs on rework and scrap Improves production accuracy and saves costs on rework and scrap You can continue by filling in other specific benefits You can continue by filling in other specific benefits A good question to ask is: “If we are going to do all this work, where will we see cost savings or benefits?”

Questions? Thank you for your time and attention! and attention! Steven Feril ph fax