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Tuesday, April 15, 2008

Setup for Oracle Configurator

Oracle Configurator Setups*

  • Bill of Material:
  1. Create Lower Level Supply (Default No)
    • If set to No, the system will create supply only for the top level
      ATO item or configuration

    • If set to Auto-created Configuration items only, it will create
      supply for any lower level configuration that was generated
      because of the specific sales order configuration

    • If set to ATO items and Auto-created Configuration Items, it will
      create lower level supply for all ATO items, preconfigured items
      and autocreated configured items

  2. Inactive Status (LOV consists of all defined item

  3. Numbering Segment

  4. Numbering Method (Append with sequence/Replace with sequence/Replace with order, line number, shipment #/User defined)

  5. Config BOM Creation Allowed (Default Yes)

  • Work in Process:
  1. Respond to Sales Order Changes (Never/Always/When linked 1 to 1)

  2. Default Discrete Class
  • Order Management:
  1. Item Validation Organization
■ Profiles:
BOM: Automatic Reservations (Yes/No)
BOM: Buy Cost Type for Configurations
BOM: Configuration Item Delimiter
BOM: Configuration Item Type
BOM:Configurator URL
BOM: Create Configuration Exception Behavior (Create and Link Item/Do not Create Item)
BOM: Default Blanket PO Release Method (Automatic Release/Automatic Release/Review/Release using AutoCreate)
BOM: CTO Perform Cost Rollup
BOM: Perform Lead Time Calculations (Yes/No)
BOM: CTO Perform List Price and Purchase Price Rollup (Yes/No)
BOM: CTO Perform Flow Calculations
BOM: Send Notifications for Autocreate Config Exceptions (Yes/No)
BOM: Inherit Option Class Operation Sequence Number (Yes/No)
BOM: Match to Existing Configurations
BOM: Model Item Access (Yes/No)
BOM: Use Custom Match Function (Yes/No)
BOM: Use OM Validation Org When Pre-Configuring Single Level Items
BOM: Configurator Installed
BOM: Configurator Server Validation (Yes/No)
BOM:Configurator URL of UI Manager
BOM:Save Configurator Details Flag

CZ: Use Generic Configurator UI
ASL: Enable Configurator (Yes/No)
ASO : Configurator URL (http://servername:port#/configurator/
CSI: Configurator Enabled (Network Models Only/Never)
CZ: Configurator Install Base (
CZ: Generic Configurator UI Max Child Rows
CZ: Use Simple Configurator (Yes/No)
OE: Configurator Display Mode
OM: Use Configurator (Yes/No)
OM: Configurator Validation At Entry

■ Model Items, Bills, and Routing:
  • Item Attributes:
    Please click on the image give below to get better visibility

  • Bills of material structure:
    • Model bill lists the option classes, options, and standard items that
      exist for
      a model. An ATO model can have another ATO model as its component

    • Option class bills can contain standard components, options, other option classes, or models

    • Maximum and Minimum Quantity, Optional, Mutually Exclusive (only applicable to option class items)

  • Routing: Routings for model will be
    applicable to configured item.
■ Order Management Setup:
  • Pricing: The model, option class and all optional items, and
    PTO included items need to be
    on the appropriate price list before you can enter an order. The price
    assigned to the
    model and option classes should include the price of any standard mandatory
    components that are underneath that model.

  • Workflow:
    The AutoCreate Configuration process creates a configuration item for the models,
    option classes and options that you have selected. At the end of the AutoCreate
    Configuration process, the configuration item is linked to the sales order by adding
    a new order line to the sales order. You must assign the Configuration Line Workflow to the order line type you are using to process the rest of the CTO workflow properly.

    To assign the Configuration Line Workflow to the order line type:
    (N) Order Entry > Setup > Transaction Types &> Define
    1. Query the Transaction Type corresponding to your ATO Model order type.
    2. Click Assign Line Flows. This will open the Line Workflow Assignments form.
    3. Create a line workflow assignment with the following values:

    ■ Line Type = Your order line type
    ■ Item Type = Configured Item
    ■ Process Name = Line Flow - Configuration.

*This post is under construction...


  1. This was a good post.
    When will you complete it?

  2. Good to see this! how one will find out configurator version used?


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