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Configurable products

A product for which the customer selects options when ordering (size, color, power rating, series…) is created as a configurable item. The item's Yapılandırma (Configuration) tab defines which characteristics are asked, which of them are asked in which situation, and in which combinations the values are valid. In production these values resolve the super BOM and the super routing: Conditions and formulas.

Screen
Module
Manufacturing
Menu path
Ana Veriler › Ürünler › Ürün Ana Verileri › ürün detayı › Yapılandırma (Master Data › Products › Product Master Data › product details › Configuration)
Screen route
/erp/catalog/products/{id}?tab=yapilandirma
Required permission
erp-catalog-items.view (görme) · erp-catalog-items.edit (özellik, koşul, kural)
Product › Configuration — characteristics, precondition, object dependencies
  1. 1Add Characteristic
  2. 2Characteristic with a precondition
  3. 3Required
  4. 4Default value
  5. 5Object dependency — constraint, procedure, table

Making an item configurable​

On the Yapılandırma (Configuration) tab of a standard item, the text "Bu ürün standart bir üründür." (This product is a standard product.) is shown. The Yapılandırılabilir Yap (Make Configurable) button asks for confirmation with the question "Ürün yapılandırılabilir yapılsın mı?" (Make the product configurable?). A configurable item carries the Yapılandırılabilir (Configurable) badge in its header. An item whose characteristics have been removed can be reverted with Standart Ürüne Döndür (Revert to Standard Product) ("Standart ürüne döndürmek için önce yapılandırma özelliklerini kaldırın." — To revert to a standard product, first remove the configuration characteristics.).

Configuration Characteristics​

ColumnWhat it shows
Özellik (Characteristic)The characteristic's name; a Koşullu (Conditional) badge if it has a precondition
Zorunluluk (Requirement)Zorunlu (Required) or İsteğe Bağlı (Optional)
Tür / Değer Kullanımı (Type / Value Usage)Data type (Seçenek (Option), Tam sayı (Integer), Ondalık (Decimal), Evet / Hayır (Yes / No)…), default value, allowed values; the precondition text (Koşul: Kabin: Özel Ölçü (En x Boy) olduğunda sorulur — Condition: asked when Kabin is Özel Ölçü (En x Boy))
İşlem (Action)Up/down arrows (question order in sales) and the İşlemler (Actions) menu: Koşul (Condition), Düzenle (Edit), Kaldır (Remove)
  • Özellik Ekle (Add Characteristic) — the "Yapılandırma Özelliği Ekle" (Add Configuration Characteristic) window: selection from the characteristic dictionary or a new characteristic, Zorunlu (Required), for an option type Değerleri sınırla (Restrict values) and allowed values, for a numeric type İzinli aralık (Allowed range; En az (Minimum), En çok (Maximum), Adım (Step)), Varsayılan değer (Default value). Steps: Define a configuration characteristic.
  • For an option characteristic, the × next to a value label removes the value from the values allowed for this item; Değer (Value) adds a new one.
  • İşlemler › Koşul (Actions › Condition) — precondition: Define a precondition.
Condition dialog — characteristic is asked only when the condition holds
  1. 1Condition value — Cabinet Custom Size
  2. 2Readable form of the condition
  3. 3Remove Condition — always asked
  4. 4Save

Rules:

  • A required characteristic must be filled in for every variant and on every configured sales line (as long as it is asked).
  • For a numeric characteristic, the value must fit the range and step: 'Boy' değeri izinli aralıkta değil (2–30 m, 0,5 m adım). (The value of 'Boy' is not within the allowed range (2–30 m, step 0.5 m).)
  • A disallowed value for a restricted option characteristic: '…' için seçilen değer bu üründe izinli değil. (The value selected for '…' is not allowed for this product.)
  • On a product with variants, a new characteristic is added as optional — existing variants have no value for it.

Configuration Profile​

The profile states under which headings the configurator asks the characteristics, whether the product is locked, and whether the BOM is exploded over multiple levels. If there is no profile, the screen shows "Profil tanımlanmadı — ürün serbest ve tek seviyeli yapılandırılır." (No profile defined — the product is configured freely and on a single level.); it is created with Profil Oluştur (Create Profile). If the BOM contains a configurable component (a subassembly with value transfer), the output's profile must explode the BOM over multiple levels; otherwise order release stops with the message … satırın bileşeni yapılandırılabilir — çıktının konfigürasyon profili ürün ağacını çok seviyeli patlatmalı. (The component of line … is configurable — the output's configuration profile must explode the BOM over multiple levels.)

Object Dependencies​

"Değerlerin hangi kombinasyonlarda geçerli olduğu ve hangi değerlerin hesaplandığı. Kurallar listedeki sırayla uygulanır." (In which combinations values are valid and which values are calculated. Rules are applied in the order of the list.) Kural Ekle (Add Rule) offers three rule types:

OptionTypeWhat it does
Değer hesapla (Calculate value)ProcedureWrites a characteristic's value with Karar tablosu (önerilen) (Decision table, recommended) or Formül (gelişmiş) (Formula, advanced); Her zaman hesapla (Always calculate) or Girilmezse hesapla (Calculate if not entered)
Sınır koy (Set a limit)ConstraintIf the expression returns No, the sales line is not saved; the rule's message is shown
Tablodan seç (Select from table)Table constraintThe combination of values must match a row of a variant table
Add Rule — compute value, set a limit, select from table
  1. 1Procedure — computes a characteristic
  2. 2Constraint — blocks a forbidden combination
  3. 3Table constraint — variant table
  4. 4Formula — the language of the conditions page

A rule that would break an existing variant is not saved. An item can have at most 50 rules. Steps: Add an object dependency.

Variants tab​

Frequently sold value combinations can be created as separate items as standard variants. If the values of a configured sales line are the same as a standard variant, Yapılandırarak Dene (Try by Configuring) says so ("Değerler standart varyant … ile aynı — varyantın kendi ağacı varsa emir onu kullanır." — The values are the same as standard variant … — if the variant has its own BOM, the order uses it.).

In sales and production​

  • On sales quotations and orders, values are entered on the line of the configurable product; a characteristic whose precondition is not met is not asked. Constraints and procedures are applied when the line is saved.
  • An order opened from an approved sales order with Üretim Emri Aç (Open Production Order) carries the configuration; the Yapılandırma (Configuration) text appears in the upper part of the order (e.g. Boy: 12,5 m · Bant Genişliği: 800 mm · Bant Tipi: PVC Endüstriyel · Koruma Kapağı: Evet · Ayak Çifti Sayısı: 10).
  • The BOM of a configurable item cannot be opened without a configuration: Bu ürün ağacı konfigürasyona göre çözülür — emir yapılandırılmış bir satış siparişi satırından açılmalı. (This BOM is resolved by configuration — the order must be opened from a configured sales order line.)