1. Rainey Road Holdings, inc. Dba: CrownTonka
Mike Polis, CFO

2. Goals for today Introduce CrownTonka
Discuss the configurator needs for a “Design to Order” business
Introduce AX product dimensions concept
Explain and Demo BuyDesign (CPQ)
How does it integrate with AX
How does it address the company’s need
What are the challenges using a “Configure-to-order” solution with a “Design-to- order” product

3. Who are we? Manufacturer of walk-in coolers and freezers
Re-seller of refrigeration components
Sell through independent rep network
6 production locations nationwide
475 employees

4. Our product – Insulated wall panels

7. Business Requirements
Quote all products using standard cost plus mark-up. We currently price manufactured product based on “adjusted” square feet.
Quotes and Sales Order Acknowledgements need to have drawings attached (images).
Need to automatically create the details (BOM and route) of our configured product in ERP
Build our product – Production outputs (manufacturing instructions)

8. Current Infrastructure
Configure
Build
Invoice
Computair, BuyDesign,AS400
AX, QOS, AS400, Unix
AX, AS400, Unix

9. Future Infrastructure
Configure
Build
Invoice
Buy Design
AX2012

10. Configurator Solution
BuyDesign – Rules-based configurator.
“It’s like Excel on steroids”
Sales Rules
Manufacturing Rules
Pricing (mark-up) rules based on brand
Flex Rules
Integration Rules
Over 35,000 rules currently

11. Our Products (Financial dimensions)
Manufactured
Walk-in
Replacement Doors (Swing and Slider)
Manufactured Parts (Trim Metal, Cove base, etc)
Resale – Purchased for orders
Refrigeration
Glass Doors
Specialty Product – Purchased for stock
Replacement Parts
Installation
Warranty

12. Our Brands (Business Unit Financial Dimension)
CrownTonka
Thermalrite
LoTemp Doors

13. Three types of Inventory Dimensions in AX
Storage Dimension – Site, Warehouse, Location
Product Dimension – Config, Size, Color, Style
Tracking Dimension – Serial, Non-Serial

14. Setting up the Item Master
Should we use product dimensions for our raw material?
Product dimensions available in AX: Config – Size – Color – Style
Each unique combination of production dimensions becomes a variant for the item
Wood Rail Example
Our product master was not large and we wanted to simplify for our purchasing Dept so we decided against using product dimensions for our raw material
Item No.
Item Description
Size
Style
1234
Wood Rail – 2x4, 18ft, tongue
1235
Wood Rail – 2x4, 18ft, groove
1111
Wood Rail
2x4 18ft
Tongue
Groove

15. Setting up the Item Master
“Door-RepSwing”
Final assembly – this will ship to the customer
Assigned to “Config”
Each time a door is configured, BuyDesign assigns a new Config number (i.e. variant)
“Walk-in”
Assigned to “Config” Product dimension group
Items (Resale) item become sub-lines

16. AX – BuyDesign Integration
Price
Text (variant description)
Configuration ID
BOM and Routes
Drawings (images)
Product Cost (Standard)
Resource Cost (Cost Categories)
Customer Financial Dimension (Business Unit)

17. DEMO Replacement Door Walk-in with Resale Subline
Can update sales order without updating quote
No versioning on images
No changes when production order exists Mod
Saved Configuration
Walk-in with Resale Subline
No cost can be passed to AX

18. Challenges User adoption – our current solution is entrenched
Speed – it takes a long time to configure (“soup-to-nuts”)
Linear solution – change cannot be made without impacting the rest of the configuration. If there are four doors, you cannot delete door 1 of 4 without reconfiguring the remaining three doors

20. Mike Polis, CFO mikep@crowntonka.com
THANK YOU!
Mike Polis, CFO