JD Edwards EnterpriseOne Applications Configurator . - Oracle

[1] JD Edwards EnterpriseOne Applications Configurator Implementation Guide Release 9.1 E15086-06 May 2016

JD Edwards EnterpriseOne Applications Configurator Implementation Guide, Release 9.1 E15086-06 Copyright 2014, 2016, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

Contents Preface . xi Audience. xi JD Edwards EnterpriseOne Products . xi JD Edwards EnterpriseOne Application Fundamentals . xi Documentation Accessibility . xii Related Documents . xii Conventions . xii 1 Introduction to JD Edwards EnterpriseOne Configurator 1.1 1.2 1.2.1 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.3 1.3.1 1.3.2 JD Edwards EnterpriseOne Configurator Overview. JD Edwards EnterpriseOne Configurator Integrations. JD Edwards EnterpriseOne Inventory Management . JD Edwards EnterpriseOne Product Data Management . JD Edwards EnterpriseOne Shop Floor Management . JD Edwards EnterpriseOne Sales Order Management . JD Edwards EnterpriseOne Procurement . JD Edwards EnterpriseOne Work Order Management . JD Edwards EnterpriseOne Engineer to Order . JD Edwards EnterpriseOne Configurator Implementation. Global Implementation Steps. Configurator Implementation Steps . 1-1 1-1 1-1 1-2 1-2 1-2 1-2 1-2 1-2 1-2 1-3 1-4 2 Understanding Configurator 2.1 Industry Environment and Concepts for Configurator . 2.1.1 Industry Environment and Configured Items. 2.1.2 Configuration Methods Used Today . 2.1.3 Definition of a Configurator. 2.1.4 Business Environment and Configurators . 2.1.5 Benefits of a Configurator. 2.2 Configured Items and the Manufacturing Environment . 2.2.1 Configured Items and the Manufacturing Environment. 2.2.1.1 Pick-to-Order. 2.2.1.2 Assemble-to-Order . 2.2.1.3 Make-to-Order . 2.2.1.4 Engineer-to-Order . 2-1 2-1 2-2 2-2 2-2 2-3 2-3 2-4 2-4 2-4 2-4 2-4 iii

2.2.2 2.2.3 2.3 2.3.1 2.4 2.5 Configured Item Analysis . 2-5 Configurator Need Assessment. 2-5 Configured Items . 2-6 Example: Multilevel Configured Item . 2-9 Configurator Features . 2-10 Configurator System Integration. 2-11 3 Understanding Kits and Configurator 3.1 3.2 Kits and Configurator Tools. 3-1 Kits and Configurator Feature Comparison . 3-1 4 Setting Up Configurator Understanding Configurator Setup . 4-1 Understanding Setup Prerequisites for Configurator . 4-3 JD Edwards EnterpriseOne Inventory Management and JD Edwards EnterpriseOne Configurator 4-3 4.2.2 JD Edwards EnterpriseOne Product Data Management and JD Edwards EnterpriseOne Configurator 4-4 4.2.3 JD Edwards EnterpriseOne Shop Floor Management and JD Edwards EnterpriseOne Configurator 4-5 4.2.4 JD Edwards EnterpriseOne Sales Order Management and JD Edwards EnterpriseOne Configurator 4-5 4.2.5 JD Edwards EnterpriseOne Procurement and JD Edwards EnterpriseOne Configurator 4-6 4.2.6 JD Edwards EnterpriseOne Work Orders and JD Edwards EnterpriseOne Configurator 4-7 4.2.7 JD Edwards EnterpriseOne Engineer to Order and JD Edwards EnterpriseOne Configurator 4-7 4.3 Understanding Configured Item Pricing on a Sales Order . 4-8 4.4 Understanding Configured Item Costing on a Purchase Order . 4-9 4.5 Understanding Configured Item Pricing and Costing Using Based-on Effectivity Dates. 4-10 4.6 Understanding Rules Processing. 4-11 4.6.1 Work Order Processing. 4-15 4.6.2 Error States. 4-15 4.7 Understanding Boolean Logic. 4-15 4.7.1 Nesting . 4-15 4.7.2 Conditional Logic . 4-16 4.7.3 Multiple Variables . 4-16 4.7.4 Conditional Statement with Else . 4-16 4.8 Understanding Duplicate Components. 4-16 4.8.1 Example: Duplicate Components. 4-17 4.9 Understanding Media Object Attachments for Configured Items . 4-17 4.10 Setting Up Configurator Constants. 4-18 4.10.1 Understanding Configurator Constants. 4-18 4.10.1.1 Sales Quotes. 4-18 4.10.2 Form Used to Set Up Configurator Constants . 4-19 4.10.3 Defining Configurator Constants . 4-19 4.1 4.2 4.2.1 iv

4.11 Setting Up Configured Item Segments . 4.11.1 Understanding Configured Item Information. 4.11.2 Understanding Configured Item Segments. 4.11.3 Understanding Common Attributes. 4.11.3.1 Example: Common Attributes . 4.11.4 Prerequisites . 4.11.5 Forms Used to Set Up Configured Item Segments . 4.11.6 Defining Configured Item Information . 4.11.6.1 Print Related Elements. 4.11.6.2 X Rule Based On Date . 4.11.6.3 Rules Processing (Release 9.1 Update) . 4.11.7 Defining a Configured Item Segment. 4.11.8 Defining Configured Item Segment Detail . 4.11.9 Setting Up User-Defined Segment Values . 4.11.10 Copying Configured Items. 4.11.10.1 Copy Options . 4.11.11 Locating Configured Item Segment Information. 4.11.12 Printing Configured Items. 4.12 Setting Up Cross-Segment Editing Rules . 4.12.1 Understanding Cross-Segment Editing Rule Logic. 4.12.1.1 Rules Authoring for Dynamic Configuration Entry . 4.12.1.2 Cross-Segment Editing Rules Editing Process for Dynamic Configuration. 4.12.2 Understanding Error Messages . 4.12.3 Forms Used to Set Up Cross-Segment Editing Rules . 4.12.4 Defining a Cross-Segment Logic Statement. 4.12.5 Defining Values for Cross-Segment Logic Statements. 4.12.6 Defining Ranges for Cross-Segment Logic Statements . 4.12.7 Copying a Cross-Segment Editing Rule . 4.12.8 Setting Up Custom Error Messages . 4.12.9 Reviewing Cross-Segment Editing Information . 4.12.10 Printing Cross-Segment Editing Rules . 4.13 Setting Up Assembly Inclusion Rules. 4.13.1 Understanding Assembly Inclusion Rules. 4.13.1.1 Business Case: Assembly Inclusion Rules . 4.13.2 Understanding Assembly Inclusion Rule Logic . 4.13.2.1 Rules Processing . 4.13.2.2 Required Fields for Assembly Inclusion Rules . 4.13.3 Understanding Advanced Assembly Inclusion Rules . 4.13.4 Understanding Derived Calculations . 4.13.4.1 Segment References. 4.13.4.2 Algebraic Formulas . 4.13.4.3 Trigonometric and Logarithmic Functions. 4.13.4.4 Substrings . 4.13.4.5 Concatenations. 4.13.4.6 External Field References . 4.13.4.7 Literal Text. 4.13.5 Understanding External Program References . 4-21 4-21 4-21 4-23 4-23 4-23 4-24 4-25 4-25 4-26 4-27 4-27 4-30 4-31 4-32 4-33 4-35 4-35 4-35 4-35 4-37 4-37 4-39 4-40 4-41 4-44 4-45 4-46 4-46 4-46 4-47 4-47 4-47 4-49 4-49 4-50 4-53 4-54 4-54 4-54 4-54 4-54 4-55 4-55 4-56 4-56 4-57 v

4.13.6 Understanding Configured Tables. 4-57 4.13.7 Understanding Smart Parts . 4-57 4.13.7.1 Business Case: Advanced Assembly Inclusion Rules . 4-58 4.13.8 Understanding Hot Spot Assembly Inclusion Rules. 4-58 4.13.8.1 Hard-Coded Hot Spots . 4-59 4.13.8.2 Hot Spot Assembly Inclusion Rule Definitions . 4-60 4.13.9 Forms Used to Set Up Assembly Inclusion Rules. 4-60 4.13.10 Defining Codes for Hot Spots . 4-62 4.13.11 Setting Processing Options for Assembly Inclusion Rules (P3293). 4-63 4.13.11.1 Defaults . 4-63 4.13.11.2 Edits . 4-64 4.13.12 Defining Assembly Inclusion Rule Logic. 4-64 4.13.13 Defining Advanced Assembly Inclusion Rules. 4-71 4.13.14 Copying Assembly Inclusion Rules . 4-71 4.13.15 Testing Derived Calculations. 4-71 4.13.16 Printing Assembly Inclusion Rules . 4-72 4.14 Setting Up Configured Tables. 4-72 4.14.1 Understanding Configured Table Setup . 4-73 4.14.1.1 Table Definitions with Dimensions for Configured Tables . 4-74 4.14.1.2 Understanding How to Link Assembly Inclusion Rules and Configured Tables . 4-74 4.14.2 Forms Used to Set Up Configured Tables. 4-75 4.14.3 Defining Table Name for a Configured Table . 4-76 4.14.4 Setting Processing Options for Configured Table Definition (P3281) . 4-77 4.14.4.1 Data Defaults. 4-77 4.14.5 Defining Table Definitions with Dimensions for Configured Tables . 4-77 4.14.6 Setting Processing Options for Table/Item Cross Reference (P3282) . 4-78 4.14.6.1 Defaults . 4-78 4.14.7 Defining the Configured Table/Configured Item Cross Reference. 4-79 4.14.8 Defining Table Return Segment Values for a C Table. 4-79 4.14.9 Setting Processing Options for Configured Table Values (P3283) . 4-79 4.14.9.1 Defaults . 4-79 4.14.9.2 Processing . 4-80 4.14.10 Defining Values for Configured Tables. 4-80 4.14.11 Linking Assembly Inclusion Rules and Configured Tables . 4-81 4.14.12 Copying a Configured Table. 4-81 4.14.13 Reviewing a Configured Table . 4-81 4.14.14 Printing Configured Rule Table Values . 4-82 5 Working with Configured Item Revisions 5.1 5.2 5.2.1 5.2.2 5.3 5.4 vi Understanding the Configured Item Revisions Program . 5-1 Understanding Rules Processing. 5-3 Work Order Processing. 5-6 Error States. 5-6 Understanding Configured Item Price and Cost Adjustments Using Based-on Effectivity Dates 5-6 Prerequisites . 5-7