Creating Configuration Condition - Exercises 

Basic Data Setup

Configuration Characteristics

Windows:
Configuration Characteristics

1. Configuration characteristics should be defined for this exercise.

BDR Exercise for Creating Configuration Characteristics

Configuration Family and Configuration Characteristics

Windows:
Configuration Family

1. The configuration family should be defined for this exercise.

BDR Exercise for Creating Configuration Family and Attaching Characteristics

Configuration Parts

Windows:
Part

1. Configuration parts should be defined for this exercise.

General Exercise for Creating Configuration Part

Required Data

Create Configuration Structure

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running this particular functionality.

Windows:
Copy Parts to site.
Part
Inventory Part.
Configuration Structure.

1. Open Copy Parts to site window. 
2. Copy all parts from Site 1 to your site using 910 as the value for Commodity Group 2.
3. Change the part data to reflect the data in the table below: 

4. If you have not yet already done so, copy configuration structure 11 from site 1 to your site.

General exercise for Copy Inventory part
General exercise for Copy Structure

Main Exercises

Purpose: The purpose of these exercises is to show you how to enter a condition so that the correct component is selected according to the specified configuration. 

Windows:
Configuration Structure
Interim Demand Header

Note: When working with CTO parts, you build a configuration structure that consists of all components needed for every  possible configuration, including the possible options. To create a structure for production that corresponds to the customer specification and production demands, you enter conditions to select the correct parts for each case. Defined rules (condition/action) in IFS Applications are handled the same way regardless of the elements to which the rules are attached. You can define rules for configuration structure alternative, routing alternative, components, operations, work guidelines, and tools. 

Creating Configuration Conditions

1. Open the Configuration Structure window and query for part 11 (EasyFlex Garage Door) on your site. 

Note: You will enter the conditions for part 11's component parts, so that they correspond to the option values in the family. (You will not  enter conditions for parts 14 and 153 because there are no options for these components. These parts always will be included in part 11 and therefore no condition is needed). 

2. Select component 150, Grey Paint.
3. Right-click and then click Configuration Structure Rules. The component data is displayed in the header portion of the window.
4. Click the Condition tab, and create a new line.
5. Enter the condition shown in the table below. (You can use the List of Values to enter the value for the Value 2 field.)

   Value 1	Type 1	Rel. Op	Value 2	Type 2
   GDCOLOR	Characteristic value	Equal to	GREY	Entered value

6. Continue to create conditions for the other components, making sure you select the corresponding characteristic and option value for each component. The following table shows the conditions to enter for each component. (You can use the List of Values to enter the values for the Value 2 fields.)

   Component	Value 1	Type 1	Rel. Op	Value 2	Type 2
   151	GDCOLOR	Characteristic value	Equal to	BLACK	Entered value
   152	GDCOLOR	Characteristic value	Equal to	WHITE	Entered value
   178	GDLOCK	Characteristic value	Equal to	ASSA	Entered value
   179	GDLOCK	Characteristic value	Equal to	ABLOY	Entered value
   180	GDHANDLE	Characteristic value	Equal to	CLASSIC	Entered value
   181	GDHANDLE	Characteristic value	Equal to	ELEGANT	Entered value
   182	GDHANDLE	Characteristic value	Equal to	STANDARD	Entered value

   Note: If you have the same condition for many components but different option values, you can select the condition to copy in the Condition tab and use the Copy Conditions and Paste Conditions options.
   
7. To evaluate your rules by using the Interim Order, first open up the Interim Demand Header window.
8. Create a new record for your site and enter a description (for example "Evaluation of part 11").
9. In the Part No field, enter 11.
10. In the Demand Quantity field, enter 1.
11. In the Required Date field, enter a date that is one month from today's date.
12. Save the record.
13. In the header, right-click, point to Configuration, and then click Create.
14. Enter the following configuration in the Characteristics tab:

    Characteristic ID	Characteristic Value
    GDHEIGHT	3000
    GDWIDTH	3600
    GDFINISH	1
    GDCOLOR	GREY
    GDLOCK	ASSA
    GDHANDLE	STANDARD

15. Click OK
16. Click OK when the Evaluate Rules dialog box displays. 
17. Note that for this configuration, the following components will display in the Tree Structure tab: 14, 150, 153, 178 and 182.  (You can see the component descriptions on the Component tab.).
18. Open the Result Log tab to see if there are any errors in the result log.
19. If you discover that any components are missing from the tree structure or if there are errors in the result log, check your conditions again. 

Note: If you have the same condition for many components but different option values, you can select the condition to copy in the Condition tab and use the Copy Conditions and Paste Conditions options.

General exercise for Creating Interim Order 

Create Configuration Condition with AND and OR

In this exercise, you will define the conditions so only component 152 (White paint) will be selected if the GDFINISH characteristic has the Value 2 field defined as a 2 (Steel finish) or a 3 (Fiberglass finish). In other words, you will prohibit the aluminum garage door (GDFINISH Value 2 = 1) from being painted white.

1. Evaluate the rules in the Interim Demand Header, and try several different configurations.

Note: Parentheses are used to group conditions. For example, this component 152 will be part of the structure only if the GDFINISH is steel or Fiberglass, and GDCOLOR is white. 

General exercise for Interim Order