Tips and Tricks for Define CTO Basics
Below is a list of tips and tricks for the Define CTO Basics course. Click one of
the items below to see information that may be helpful to you as you take the
course.
- The course should begin with a demonstration of an entire flow. This makes
it much easier to understand how CTO works. It also helps explain why and
how CTO Basics is set up.
The natural place to start is with the customer order (quotation). From there,
you can create a configuration, release the customer order, and go to
Manufacturing
to see the
result in DOP/Shop Order. Use Sales Part EASYFLEX10.
- Before you set up your CTO parts and begin to create your
characteristics/family, it is important to determine the level of the
production that will be configurable. It is difficult to change a
configured part to a normal manufactured part, and vice versa.
- Rules that are used for components or operations can be copied. This saves time when you have similar rules for many
objects. For example, you
defined a complex condition and have an operation that is connected to
this component. Highlight the condition and right-click to
copy it, then use the condition on the desired operation record by doing a
right-click and paste.
- Rules are copied when you copy structures or alternates.
- The phase in date of a part configuration revision is compared
to the required date. The result of this is that a configuration can be
created on a part configuration revision even though its phase in date has not passed yet. The
selected part configuration revision will be different depending on when in time the
configuration is required. For example, beginning with 1 January, one of the
color options is yellow. This is a color that is not available on the base
part effective today, but on the part configuration revision effective on 1 January. If the
required date is 1 January, then the part configuration revision effective for that
date will be selected, thereby making it possible to include the yellow
option.
- Multilevel configuration parts must use Dynamic Order Processing (DOP) for
manufacturing.
- Single-level configuration parts can go directly from Customer Order line to
a Shop Order.