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Functionality and Implementation

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Presentation on theme: "Functionality and Implementation"— Presentation transcript:

1 Functionality and Implementation
QAD Configurator Functionality and Implementation

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

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

4 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 (re-use) or new configurations Automatically builds master data to eliminate Engineering overhead - Items, BOM, Routings, etc.

5 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

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

7 Configurable Item Test

8 Configurable BOM and Routing
Test

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

10 Configuration Key Test

11 Rules and Rule Tables

12 Rules and Rule Tables

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

14 Item Number Rule Test

15 Item Data Rules Test

16 Product Structure Rules
Test

17 Routing Rules Test

18 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

19 That is just…

20 Also… BOM and Phantom Type Configurable Items Item Master Comments
SO and SQ Line Rules Multi-Level Configurable Items Browse existing QAD data for Options External Entities And so on

21 Implementation Approach
This is NOT an IT Project If you cannot cogently describe the rules, ALL OF THE 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

22 Question and Answer


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