Creating Configuration Family
and Attaching Characteristics—Exercises
Required Data
Configuration Characteristics
Windows:
Configuration Characteristics
Note:
Characteristics must be defined and created in the system before this step
can be done in the CTO flow. Since characteristics are site less, however, they are created for the exercise
below.
Main Exercises
Purpose: The purpose of these exercises is to create configuration
families and connect characteristics to the families, and to change
characteristics/option values on an existing configuration family.
Windows:
Configuration Family
Configuration Characteristics
IFS Racing markets garage doors and has decided to handle them as
configurable parts. The garage doors have the same attributes so they can be
grouped in the same configuration family. Therefore, the configuration family
that groups the garage doors must be entered in the system.
Later, IFS Racing discovers that the demand on the garage doors has changed.
Therefore, they decide to make some changes to the characteristics connected to
the configuration family grouping the garage doors.
- Open the
Configuration Family window.
- Create a new record.
Note: Replace the XX in the exercise below with
your initials. This ensures uniqueness and makes it easier to locate your data. For
example, John Smith would prefix his data with the letters JS: JSEASYFLEX.
- In the Config Family ID field, enter XXEASYFLEX.
- In the Description field, enter EasyFlex garage door product line.
- Save. The XXEASYFLEX family is now created.
- Open the
Configuration Family window.
- Query for the XXEASYFLEX configuration family ID.
- Click the
Config Family Characteristic tab.
- Click New, and select the characteristics that should belong to this
family from the List of Values:
Characteristic ID |
GDCOLOR |
GDFINISH |
GDWIDTH |
GDHEIGHT |
GDHANDLE |
- In the lower part of the window, study the option values, if any, that are
connected to the chosen characteristic.
- Repeat steps 3 and 4 to include all characteristics that should belong to the
family.
- A default value for each characteristic can be set after the row is saved.
- Open the Configuration Characteristic window.
- Query for the characteristic to be connected to the configuration family.
- Right click and then click Connect characteristic To. The Connect Configuration Characteristic dialog box opens.
- Select the family and the part revision the characteristic will be connected to.
- In the Part Configuration Revisions area, study the possible settings that can be done for the characteristic for each part revision record.
- Click OK. The characteristic will now be connected to the selected family and part revisions.
- Open the Configuration Family window.
- Query for the XXEASYFLEX configuration family ID.
- Click the Package Characteristics tab. The available package characteristics
are displayed in the tab.
- Select the package option to which you want to add the component characteristics.
- Create a new record in the lower table and click List to select the characteristics and options that
are to be connected to the package, from the List of Values:
Component Characteristic ID |
Component Option Value ID |
Component Quantity |
GDCOLOR |
WHITE |
|
GDHANDLE |
STANDARD |
|
GDKEYCOVER |
INCLUDE |
|
GDKEYSTYLE |
OUTDOOR |
|
GDREMOTE |
IR |
2 |
- Repeat step 6 to include all the characteristics that should belong to the family.
- Save the changes.
- Open the
Configuration Family window.
- Query for the XXEASYFLEX configuration family ID.
- To add a characteristic to a configuration family, create a new record.
- In
the Characteristic ID field, click List to select GDREMOTE from the List
of Values.
- If there is an option value that will be added, the option value must be
added on the characteristic first, so that it can be selected from the List of
Values. To do so, open the Configuration Characteristics window. Query for GDCOLOR, add
option value ID GREEN, and save.
- Go back to the XXEASYFLEX family and select the GDCOLOR characteristic.
- Create a new record in the lower window and select GREEN from the List of
Values as the option value ID.
- To remove a characteristic from a configuration family, select the
characteristic and click Delete.
- If the characteristic has discrete options, these must be removed first.
To do so, select the characteristic with the discrete option values which
you need to
remove. In the table window below, remove one of the option values from the
family. If this value is a default value, it must be removed first.
Note: If the characteristic or option value is used in a configurable part, it must be removed from there first.