Agenda

 Introduction  Configurator D eploym ent Architecture  Equivalence Chart Oracle Configurator Im plem entation Overview  Understanding Of BOM  BOM Synchronization  Understanding rules intrinsic in the definitions of the m odels  Configurator D eveloper  Validation  User Interface Creation and M anagem ent  Publication M anagem ent Q/A
EAS – Oracle Apps

- M odel repository and Structure

 Rules and 'Ruling' a BOM and BOM extensions

Introduction
A configurator is a tool for configuring products and services. The configuration process can include assessing custom needs, er selecting product and service com ponents, and view ing configurations. Oracle Configurator can be integrated w ith the follow ing applications, •iStore •Order m anagem ent •TeleSales •Sales O nline •Quoting •A custom W Application eb

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O racle
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C nfigurato o r

S uppo rts

C fig ration for S p to C p on u im le om lex p rodu cts an service d s G id d B y g or S llin for n u e u in e g on -exp rt u rs e se R al -tim va atio d rin op e e lid n u g tion se ction le M ltip U r In rfa s (U for diffe n typ of u rs u le se te ce is) re t es se a ssin th sam m e cce g e e od l B atch va lida tion of con u fig ration m e od ls C stom ru e n u le xte sion to th co fig ration m el s e n u od A PIs fo in g r te ratin w oth r h g ith e ostin a p tion g p lica s, in d g cu clu in stom W b a lication e pp s B M S ch ization O yn ron M ltip In n tion in S tion u le sta tia olu M e N od l etw orks a d C n n on ectivity C fig ring A on u ttrib te u s -b ased M d o els

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E S –O A racle A pps

Validation refers to tests that ensure that configured components will meet specific criteria set by an enterprise, such as the components can be ordered or manufactured. Batch Validation is a background process that does not involve the user interface. Batch processes permit the user to continue using their personal computer for other activities . For example in Order Management, validating a configuration is automatically invoked when an order is booked, or modified. A configuration model represents all possible configurations of the available options, and consists of Model structure and rules. It also commonly includes User Interface definitions and Functional Companions.A configuration model is usually accessed in a run time Oracle Configurator window.

When unit testing and debugging configuration models, you access the runtime Configurator as a test environment directly from Configurator Developer using the same Oracle Configurator Servlet to render the Configurator in a browser.Testing from Configurator Developer does not involve running the hosting application where your configuration models are deployed. The Oracle Configurator Servlet used during unit testing is installed and set up specifically for testing from Configurator Developer and is not shared with deployed production configurations

Oracle Configurator Architecture
Three -Tier Architecture • • • Data tier for Oracle Applications Database Server Application Tier for the Oracle Configurator Servlet and Internet or W Server eb UI Tier for Configurator Thin Client UI

 Runtim Oracle Configurator and Oracle Configurator Developer e use the sam data tier architecture . e Production Oracle Configurator and the test runtim Configurator e User Interface invoked from Oracle Configurator Developer are thin Client Uis using the sam application tier architecture e

EAS – Oracle Apps

The Oracle Configurator Servlet is the vehicle for the runtime configurator .It passes data and renders UI. Oracle Configurator Developer is a think client connecting to the same data tier as the runtime Configurator Window.

Oracle Configurator Runtime Architecture

UI TIER

APPS TIER

DATA TIER

HTML & Java Script UI SERVER Java or DHTML UI
JAVA API (CIO)

URL (+XML)

S E R V L E T

Oracle 8i

ConfiguratorTables

ACTIVE MODEL (ENGINE)

INTERNET APPLICATION SERVER

Http Listener

EAS – Oracle Apps

The Oracle Applications Forms Server or Applications Server is in the Application Tier. The user interacts with the configuration options presented on the browser screen (Java Applet pr DHTML UI). When a user makes a selection in the Configurator UI, the UI server receives the input and passes it to the Active Model using the Configuration Interface Object (CIO), which is a Java API. Definitions The Active Model, also called the configuration Engine, determines the validity of the input according to the configurations rules and reports the result back to the UI server.The UI server presents the results to the user by the way of user’s browser. Configurations, which are particular sets of selections against a configuration model, are stored in the database. The database also stores the structure and rules of the Active Model, and the associated UI definitions (Active UI).

Oracle Configurator Implementation Overview
•Setup an Oracle Configurator developm ent or test environm ent •Im port PTO and ATO BOM Model structures and Item Master data int Configurator Developer •Use Oracle Configurator Developer to enhance the configuration m Structure (im ported from Oracle BOM or structure you create in Developer) Rules User Interface •If required, extend the configuration m odel by using Functional to: Access inform ation outside the configuration m odel Perform engineering calculations Integrate with an alternative User Interface W rite custom rules that cannot be created using OCD •Test the configuration m odel and any Functional Com panions again Test Cases.
EAS – Oracle Apps

o Oracle odel:

Com panions

st defined

Deploy Configurator 9. Functional Companions communicate with the Model through the Configuration Interface Object (CIO).You can unit test the effects of your structure in the defaults configurator UI using the Test module in Configurator Developer.Functional Companions are objects that are attached to Oracle Configurator Model structure. 4.Maintain Configurator with Updates (may require refreshing the imported data and repeating preceding steps) .Optionally.Import Item Master data and Model Structure 2. Conceptual Overview of Implementation Flow Yes Import IM data and Model Structure Additional Data? No For Example. develop a custom user interface 6.Unit Test Configurator user interface 7.Optionally add to Item Master and Model structure for specific effects in the runtime Configurator. Guided Selling Test Rules Develop Rules Test Added Data No Default UI? Develop Custom UI Deploy Configurator Yes Unit Test Configurator Publish and Test Integration EAS – Oracle Apps Developing a Configurator Application 1.Develop rules to represent valid configurations.Publish and integration or System test the configuration model in Oracle Configurator 8. 3.Unit Test the rules 5.

•Standard Bills. and also list the mandatory components that are required for every configuration of that Model •An Option Class is a BOM Item type. (N) Bill Of Material > Bills > Bills (B) Bills Details In Oracle Bills of Material you can define a bill in the Item Master Inventory Organization then Share it (read only) with other Inventory Organizations. This is useful in material planning.In this scenario the subassembly would appear at the middle level of a multilevel BOM. the same subassembly can appear as the parent of the components used to build the subassembly. and you want to be sure that all other Organizations use exactly the same bill. the demand forecast for automobiles is 1000 units. •Planning Bills are similar to Model Bills because they also list available options.The planning factor for automatic transmissions is 70%.A planning bill assigns planning factors to optional items.The demand forecast for automobiles can be converted into planned production for 700(1000*70%) automatic transmissions. . •For example. Option Classes and mandatory components. A subassembly is usually a component in a single level BOM for a larger parent assembly . including the parent Item being configured.In another single level BOM.Option Classes can also have mandatory components..The Option Class Item is the parent in a Bill that groups similar options.Each planning factor estimates the probability that a particular option will be selected.Optional Items appear as components of the Option Class. also known as manufacturing bills or M bills are used to guide manufacturing execution •Model Bills define the list of available options and Option Classes you choose to order a configured product.) All items in a BOM model.a e EAS – Oracle Apps Use the Manufacturing and Distributions Manager Responsibility to navigate to the Common Bill region of the Bill Detail Window.The Option Class item usually appears in PTO or ATO BOM Model at the next level below the Item that has a BOM Item Type of Model. •Oracle Configurator does not use the Planning bill type Overview : Bill of Material (Cont. must be defined in the Item Master and enabled in th Inventory Organization where BOM Model is created A BOM Model can be shared among other Inventory Organizations by creating common bills After a valid combination of options is selected from BOM Model Standard BOM is created to guide manufacturing planning and execution Repetitive combinations of option selections can be stored and retrieved as pre -configured Items . Common Bills are useful when you want product design authority to reside within one Organization.A common bill provides a readonly view to Original Bill.This shared Bill is called a common bill.

Bills of Material Models •Create Model bills to represent products and service that allow user -selected options: Option Classes are groups of optional items Optional Items Required Items •Model bills and Option Class bills of material can include: Stock Items Assemble -to-Order Models Mandatory and Optional Components PTO and ATO BOM EAS – Oracle Apps Models •ATO BOM Models: Represent product models that require assembly “downstream” in Oracle Work In Process Are assembled using manufacturing work orders that can be costed •PTO BOM Models: Represent product Models in which included items appear on pick slips and selected when the order ships Are not costed EAS – Oracle Apps A BOM Model is a Model that you import from Oracle Bills of Materials into Oracle Configurator Developer. and other data are also imported into Configurator Developer . the costs associated with creating an Item.P Oan A OB MM d C n u le T o fig rab d T O o els T e in n ry Ite th t rep h ve to m a rese ts th to le e in y r B M n e p vl ou O M el m st h v th B M Ite T p attrib te se to M d l od u ae e O m y e u t o e PT an A O B M M d O d T O o els can co ta S n ard Ite s a d n in ta d m n O tio C sse as co p n n p n la s m o e ts A O an P O B M M d ls ca also co ta o e A O B M T d T O o e n n in th r T O M els as com o e ts od pnn A A O B M M d l ca n t con n T O o e n o tain a PT B M M de O O o l A PT B M M d l ca co ta a PT B M M d l O O o e n n in O O o e EA – O S racle A pps . BOM rules. effective dates. ATO BOM Model allow you to configure an item online during the order entry process (in OM) and automatically generate a work order in WIP to assemble the resulting them. A PTO Model does not automatically generate a work order or enable you to track manufacturing costs. An ATO Model also enables you to track. You can extend the structure of the BOM Model in Configurator Developer. at the component level. which automatically generates a pick list. PTO BOM Model also allow you to configure the item during Order Entry. but you cannot modify Model itself or any of its attributes.When you import a BOM Model.

or all optional items in this Option Class EAS – Oracle Apps .One automobile requires 4 wheels and therefore 20 lug nuts. The Quantity Cascade rule serves as a multiplier in BOM Explosion Calculations. choosing an internal flexible disk drive in a laptop computer excludes the internal compact disk drive because they occupy the same space. •O racle Configurator honors these rules as w as the rules ell defined using O racle Configurator Developer EAS – O racle A pps Implicit Rules For Example.and not more than four. the component item named Speakers is marked as an optional item. For example. Option Classes Option Class is an element of a Configuration Model. one automobile wheel requires 5 lug nuts. RAM chips installed. some. Minimum and Maximum Quantity rule’s example is that a personal computer must have at least one. Mutually Exclusive options require that when one option is chosen on an order. Three automobile require 3*4*5 = 60 lug nuts .The purpose Option Classes are to group and prevent viable alternatives.For example.In the bill of material the personal computer system.The user typically selects one or more options from each Option Clas during runtime to create a valid configuration Option Class Selection Rules BOM Model rules for selecting options from an Option Class durin order entry: •Required and Mutually exclusive: only one Item in this Option Class You must select one and g of end s •Required: You must select one or more optional items in this Option Class •Optional and Mutually Exclusive: optional item in this Option Class You can select only one •Optional: Select none.Im plicit R ules •Basic rules are included w O ith racle Bills of M aterial: Optional or Required M utually Exclusive M axim um and M inim um Quantity Quantity Cascade •These rules provided by Oracle Bills of M aterial are called Im plicit Rules.An example of a required item is a power supply cord that is provided with every personal computer. whether external Speakers are included in an order for a personal computer system is typically an option. a conflicting option is excluded.

One exception is if a required component is a component of an optional component. but it can enforce many additional complex. Bill of Material Exam ple Sundae (ATO Model) Topping (Option Class) •W alnuts •-(option) •Alm onds •-(option) •Peanuts •-(option) •Jim ies m •-(option) •Coconut •-(option) •Cream •-(option) Cherry •Cherry -(option) Ice Cream (Option Class) •Vanilla •-(option) •Chocolate •-(option) •Strawberry •-(option) Syrup (Option Class) •Fudge •-(option) •Butterscotch •-(option) •Straw berry •-(option) Optional Required And M utually Exclusive EAS – Oracle Apps Optional And M utually Exclusive Required BOM Model Routings Routing: The sequence of steps required to manufacture an assembly.In this case. operation effective dates. but i retained and passed on to manufacturing when the order is submit possible t is ted •BOM Model routings are used in downstream processing to: Create routings for the configured item Calculate lead time offset for planning and scheduling productio Guide cost rollup for financial reporting n EAS – Oracle Apps . •BOM Model definitions include discrete and flow routings for all options along with time standards for each operations •Routing information is not used by Configurator Developer. the required component will be included in the configuration only if its parent is selected. ATO and PTO BOM Models list the available items in BOM but enforce only the minimum and maximum quantities and optional or mutually exclusive rules when adding items to the order.are relevant to configuration. and standard operation times.Option Class Selection You specify whether an item is required or optional when creating the BOM. Lead Time Offset is used to determine material replenishment order Release dates.user defined rules to ensure that customers order only valid product configurations. one or more operations. and to calc ulate order delivery promise dates.A Routing consists of an ID.or required items that contain optional items. an operation sequence. schedule use of production resources. Components that are “required” are included in the BOM.Only optional items. A configuration model is constructed in oracle configurator developer using a PTO or ATO BOM Model.

EXPLOSION_TYPE of BOM being synchronized is set as OPTIONAL ORAGANIZATION_ID of both BOMs are identical Item flexfield structure and the concatenation characters for th e Item Flexfileld are identical Inventory Items and hierarchical (parent and child) relationship s in the BOM are sufficiently similar Item characteristics are the same. Study the generated report. • • Define Rem ote Server Enable Rem ote Server 2. effectivity ranges. EAS – Oracle Apps If the report indicates that there are discrepancies. reconcile them. Set up links between the rem ote server containing the source or target BOMs and the Local Server containing the im ported BOM by running the follow ing concurrent program . 6. Check the sim ilarity of im ported BOMs and the source or target BOMs by running one of the follow ing concurrent program s: • • Check M odel/Bill Sim ilarity Check All Models/Bills Sim ilarity Detailed BOM Synchronization Procedure ( Contd. •You published BOM -based configuration models to a target database Instance that was not the import server •You plan to move the CZ schema containing the imported BOM of a Configuration model to a database instance that was not the impo Server (migration) EAS – Oracle Apps Detailed BOM Synchronization Procedure t et to Yes rt 1. such as “Required when parent is Selected “ and minimum and maximum default quantities Effective date ranges of child nodes fall within the effective d ate range of the child’s parents EAS – Oracle Apps 7.. Delete outdated configuration m odels in the developm ent instance that do not need to be synchronized by: • • Deleting Models in Oracle Configurator Developer Repository window Running Purge Configurator Tables Concurrent program 3.) 4. which verifies: • • • • • 5. and the fields that must 8.BOM Synchronization •Configuration Models must be synchronized with BOM Model on the remote Server before data is refreshed or published. be synchronized for import and publication. then the publication concurrent programs include the Synchronization . Validation criteria include Item characteristics. and then repeat steps 3 and 4 until no discrepancies exist Optionally back up your CZ schema before synchronizing BOMs If you are synchronizing because the import server has changed. then run the Synchronize All Models concurrent program If you are publishing. •To import data from remote Server you must define and enable tha remote server •Only one remote server can be enabled for import at a time •Verify that the Enable for Import Flag on the remote server is s •Reasons to synchronize BOMs: • You changed the import server from which you are importing Or refreshing the BOMs into CZ schema.

You can choose to im a port” •A single BOM M odel •All BOM M odels he Populate Configuration M odels Populate Configuration Models concurrent program can be run from either the Configurator Adm inistrator or the Configurator Develo Responsibility per Populate Configuration Models EAS – Oracle Apps Configurator Administrator Responsibility or Configurator Develo (N) Populate/Refresh Configuration Models > Populate Configuration Models Before submitting the request to import.If youo c to import ro ra BOM u s enter the same BOM Model in both the Model S b ittin C want rre t Ponly one R qModel. For example. Model Inventory Item From 3. Model Inventory Item To:The last BOM Model in the range of BOM Models that you want to import. if you want to import all Models from ATO800 to CNO500.The displayed list is an alphabetical listing of the BOMs that are available for import. the import Enabled flag for the remote server must be set to Yes. um g nu n g m e et Inventory Item From and Model Inventory Item To fields EAS – Oracle Apps E S –O A racle A pps .Before running the Synchronize All Models concurrent program. Import Process and Populate Configuration Models Im port Process Once the rem ote server I defined and enabled. Organization Code 2. and be available to a host application. there are three paramet Identified: 1.The displayed list is an alphabetical listing of the BOMs that are available for import. Model Inventory Item From: The first BOM Model in the range of BOM Models that you want to import. Model Inventory Item To per Responsibility ers that must be Organization Code: The code defined for the applicable Inventory Organization. the Populate Configuration Models concurrent program can be run to populate t CZ schem with Bill of Material data. enter ATO800 in the Model Inventory Item From field and CNO500 in the Model Inventory Item To field.The BOM Model parent item must be enabled in the Inventory Organization in order for the BOM Model to be imported into the CZ schema.

new Model Reference nodes appear In the Configuration model after the refresh.Items added to the Item Master using Configurator Developer are not affected when the BOM Model is refreshed. The Configurator Administrator responsibility can also run the Refresh All Imported Configuration Models Concurrent h A Im o Programfig ra all the BOM Models that exist in both the BOM schema and the R fre Program.If new sub-Models are added to the parent (root) BOM Model after the initial import. they will no longer appear in the Configuration Model (in Configurator Developer) after the Refresh. if any items are deleted from a BOM Model. click OK to submit •T e M d l T h oe stru tu c cia M ste d ta a u d te w d ta fro O c B o M te l a r a re p a d ith a m ra le ills f a ria the request. A refresh may delete previously imported data.The Submit Request Window displays the information entered on the Parameters form. The Parameter window prompts you for: •T is c n rre t p g mis o ly a a b fo C n u to A m h o cu n ro ra n v ila le r o fig ra r d in is to tra r Foldersponsibility R : The name of the repository folder where the Configuration Model exists e •N p ra e rs o a m te Configuration reeare neeres in Configuratorcurrent perwantllto so Model ded toThethe con Developrogram as refresh.After entering ted Item ID: run Model you and a parameters. O racle C n u o fig rato D r evelo er( p L g S o in creen ) O racle Configurator Developer( Repository Screen) E S –O A racle A pps EA – O S racle A pps EAS – O racle A pps .This d C n refresh n M d ls e s ll p rte o u tio o e CZ schema.Use the Request ID number to check the status of your request. For example. Any modifications to the Configurator Developer Item Master are overwritten with the Oracle Applications data when BOM Model is refreshed (except Property Additions and Type Assignments).

Use the Repository Window to Create.Effectivity Sets and Usages.To Open a Model for editing. This window displays all Models in the CZ schema. and Maintain your Models.The Repository is the first window that appears when you log in to Oracle Configurator Developer. Organize. including all imported BOM Models and Models that you create in Configurator Developer. then choose File >Open (or Double Click). Node types includes: •Product •Component •Feature •Option •Total •Resource •Reference .You can edit only one model at a time in the Model Window.select it in the Repository window.

Totals and Resources keep track of quantity. Oracle Configurator Developer Environment •Oracle Configurator Developer has three main modules •Model •In which you develop Model Structure •Rules •In which you develop a set of configuration rules acting on the model structure •User Interface •In which you generate and customize User Interface of your configuration model •Data used in the Model Structure: •Imported BOM and Item Master data •Data added in Oracle Configurator Developer EAS – Oracle Apps When BOM data is imported to OCD. Nodes can be expanded or collapsed in the Configurator Developer UI.•Connector A Model is the highest level of a structure.Implicit rules that describe relationships between elements in BOM (Requires.Each option class contains Inventory Items marked as Optional in Oracle Bills of Material.This is useful for unit testing structure and rule effects in the runtime Configurator during development.An option is usually an Object represented by an Item in the Item Master. BOM items populate the Oracle Configurator (CZ) Item Master. You can enhance BOM Model by adding entities (for example.Mutually Exclusive. seats. optional Standard Items. Connectors enable end users to connect components at runtime.For example.) A Feature is an attribute of a component and has value or contains Options. An Option is one of a list of possible values for a Feature and cannot contain any elements .and stereo and all components in the model for a car.For example a Feature called “Interior Upholstery” includes the Options “Leather” and “Cloth”.(OCD generates a UI Screen for each Component when you create a DHTML UI.engine. customer requirements nodes) and by adding to the imported Item Master You can also generate a default User Interface definition for the Configurator based on the configuration model. .The BOM structure is recreated in the Model structure with the same hierarchical structure as the source BOM.You can create a reference from one Model to another to use the referenced Model as Subassembly A Component is a configurable part of a model and can contain other Components and features. and may also contain other BOM Models. BOM Models are typically parents of Option Classes. and Minimum and Maximum Quantity ) are also imported.

the tree displays each item by its unique Inventory Part Number. Features.Items appear here according to their description as defined in Oracle Inventory. since the view by description option is selected. Totals) Configuration Rules User Interface •Integrated Mode.Model Structure Imported from Oracle Applications •BOM Item Types Model Option Class Standard •In Configurator Developer The im ported BOM Model is the top level node Option Classes are subordinate to the BOM Model node Optional items belonging to an Option Class node Imported BOM Nodes EAS – Oracle Apps Imported BOM Model (root) Node Option Classes Optional Inventory Items EAS – Oracle Apps Configurator Developer creates a Model Node to represent the imported BOM Model in both the Repository and Model Windows. create components: Item. Options. •A BOM Model is equivalent to a Component in Configurator Developer •A BOM Option Class is equivalent to a feature in Configurator Developer •A BOM Standard Item is equivalent to an Option in Configurator Developer Working with Models in Oracle Configurator Developer •Self -Contained Mode. Item Master Model Structure (Models. Note that System shows all BOM items using red and pink colors to differentiate them from structure created in OCD. Resources. Components.When view by name is selected. enhance imported BOM Models •Note: One -way Integration: OCD Item Master cannot be used to populate the Oracle Inventory Master Developer Model Structure cannot be used to create a BOM in Oracle Bills of Material In either mode you build a configuration model based on product structure and item data Self-Contained Mode EAS – Oracle Apps .

You may want to work this way if you are building a small-scale demonstration or prototype system. you can also add model structure to the imported BOM Model. respectively.and generate a User Interface. Catalog Descriptive Elements and Descriptive Element Values are imported as Item Properties and Property Values. For example to support guided buying or selling.You can then open this Model in the Model Window to build additional Model Structure. Item Catalog Groups defined in Oracle Inventory are imported as Item Types.The Item Master is Unique only to CZ schema on which you are running OCD.To build such an integrated configuration model. and Paste M odel nodes EAS – O racle A pps .How ever. When you import a BOM Model. and User Interface entirely within Configurator Developer . Creating New Nodes in your M odel W ays to Create M odel Nodes: Create M enu Right -click pop -up m enu Drag Item from Item M s aster Define a Populator to link Item M aster and M odel Cut. All configuration Models can view and use the same Item Master. Copy. define configuration rules. Integrated Mode Many real-world configuration models involve working in integrated mode. You can manually create Items and Item Types in the Item Master if your configuration model requires them. configuration rules. you create the Item Master and build you Model. you begin by importing BOM data into the Oracle Configurator schema using concurrent programs The import process creates a new Model in the Oracle Configurator Developer . you cannot transfer elements added in Configurator back to Oracle Bills of Material to update Original BOM.If you are working in Self-Contained Mode.

) Model Attributes Each node in the model has attributes that appear in the attribu tes view when a node is selected. Attribute View Feature Data Types •Features have one of the following Data Types: •List of Options •Integer Number •Decimal Number •True/False •Text •Additional contents of the Type attribute section depend on the Data Type specified EAS – Oracle Apps EAS – Oracle Apps .Copy[Ctrl-C].You can use standard drag-and-drop or cut [Ctrl–X].(For example.all of its children are also copied or moved.and paste[Ctrl-V] operations to move or copy a Model node in the Model tree with the following limitations: •Option nodes can be pasted only on a Feature node •Feature node can be pasted only on Component Node •Component Nodes can be pasted only on another Component Node •Total or Resources nodes can be pasted only on a Product or Component Node If a parent with children is copied or moved.all Option Class Items or all Feature Options.

You can specify a default value of True.You can enter the default text that appears runtime. •Features of Data Type Text generate a text input field .or None(no default).False.In the Runtime UI: •Features of Data Type:Minimum and Maximum selections •Features of Data Type:Integer Number or Decimal Number generate a numeric input field •Features of Data Type True/False generate check boxes. The initial value sets a value for the selected node before any quantities are contributed or consumed Properties Model nodes have Properties: •Imported properties come from Inventory Item Catalogs •You can use OCD to add properties •You cannot edit or delete Properties that were added to the Mode l from the Item Master using Populators •You can add Properties directly to nodes in the Model but they a re not added to the Item Master EAS – Oracle Apps .

7. a Num of resource supplied to thenumeric operation on one or more features •Numeric Valuesparison Rules: 3. 6. Explicit Com patibilities: D esign Charts: M atch feature options explicitly Express com plex explicit com patibility relationships or Functional Com panions: Are program ing objects that are attached m EAS – Oracle Apps to a M odel to extend the functionality of the runtim Configurat e through established interfaces EAS – O racle A pps . Logic R ules: Relate one or m ore features or options to other features or options. Com can contribute to or consume from a of an item based on a Determ ine the logic state Resource •Contributes to and consumes from relationships are defined with patibilities: Com pare the values of Feature numeric4. using a logic relation or options and place the result in a Total or Resource com parison of tw num o eric values Properties •Resources ensure the conservation of a quantity by comparing the eric Rule: Perform a amount consumed amount 2. C onfiguration Rule Types Resource 1.Property Manager Use Property Manager to: •Add Properties to the Model •Edit all properties in the System •Delete non-BOM Properties from the System (M) Tools > Manage Properties Totals and Resource EAS – Oracle Apps Totals •Totals accumulate a total value •Numeric values can contribute to or consume from a Total •Contributes to and consumes from relationships are defined with numeric configuration rules. Property -Based Com configuration rules 5.

and an 800 mHz processor to the configuration Functional Companions:When the end user clicks a button in the runtime UI.128 MB RAM. 5. 2. Numeric Rule:Determine the total disk space available based on the size of the selected hard drive. 3.display a picture of the configured item.using Java Development Environment.Examples of Rule Types Logic Rule:If the end indicates that the computer will be used to access the internet. 4.ensure that the amount of memory is adequate for the computer’s intended use.The Functional Companion communicates with your Model through an API called Configuration Interface Object (CIO).the small PC case. Property-Based Compatibilities:Using a Property of each item within the RAM Option Class. You generally write functional companion objects in Java. Comparison Rule:Determine whether the selected hard drive can support the selected software applications. Creating Configuration Rules •Select New Rule from the Create menu •Right-Click in the Rule Context Tree View and select New Rule Type Logic Rules •Relate Model nodes on Side A to other Model nodes on Side B usin logic relation •Logic Rules determ ine logic state of m odel nodes ga Side A Available Logic Rules 1. Requires Im plies Negates Excludes Defaults Logic Rule EAS – Oracle Apps Side B EAS – Oracle Apps . Explicit Compatibilities:Ensure that the total amount of RAM supports the selected software applications Design Charts:Selecting the basic system add a 17” monitor. automatically select a 56k modem.

as well as Model structure participants.For example.The selection of an item prohibits selection of another item. the other side is set to the same state. You can drag and drop Features. •Either side of the rule can contain one or more Features. •Configuration validity at runtime is ensured by Oracle Configurator • Available Logic Rules •Requires •The require rule definition sets up a relationship that “pushes “ both ways.if you set either side to true or false.After disabling the a rule.use the number of instances created at runtime to contribute to a total or consume from a Resource.For example. •Negates •The Negates rule definition also sets up a relationship that “pushes” both ways. •Excludes •The Excludes rule definition states that the selection of one side prohibits the item on the other side.the rule violation message displayed at runtime includes the name of the rule. •Implies •The implies rule definition sets up a one-way relationship. the other side is set to the opposite state.and BOM Items when defining Configuring rules. they cannot participate in Logic rules.BOM Option Classes. .As long as neither side is selected the state of the other side is not determined •Defaults •The defaults rule definition sets a specified feature or option to true as a result of another selection.Component Nodes are typically used as a “Container” for other Features and their Options and since they don’t have a logic state at runtime.but not the reverse.A specified feature or option is set to true only if it is available •The Defaults rule is similar to the Implies Rule.regenerate the Active Model and then retest the UI to see if the disabled rule caused the problem.You can do this with a Model Node.Logic Rules •Logic Rule define item to item relationships •Logic Rules can push both ways. for example. The Disable checkbox can be useful debugging tool.That is.If you set either side to true or false. Side A can impact the logic state of Side B.However you can use components in Numeric rule to. You can choose to display following violation message: •Rule Name:The name of the rule •Rule Description:Text from the description section of the rule •Custom Text : Any text you want to display at runtime By default.That is.Additionally the selection of one item requires the selection of another item.Options and so on. and Vice Versa.to disable one or more rules when you encounter unexpected runtime behavior. B is selected Rule Attributes Rule names should include the rule subtype or operation.only difference is it is “gentler” •“A defaults B” means that whenever A is selected and B is available. the selection of one item selects another item.

Choose just the Feature itself if you do not want to use any of its children(Options) as part of the rule. but you cannot use another rule as part of a rule definition. B oolean Expressions 3. Accessing Rules from Model Nodes •Select a node in the Model •Open the Associated Rules Section •Select a Rule •Click “Go -To” to display the rule definition Num eric Rules Specified values can contribute to or consum from a Resource. C onstants EAS – Oracle A pps .(The same is true for BOM Items within an Option Class.Only Logic Rules and Comparison Rules can ever be unsatisfied because they are only rule types like that. or O um ption Count otal. Rule Definition Drag and Drop using the “Children Of” option to include all of a Feature’s Option within the rule definition.may contain options that are required and have an Unknown Logic State. Totals or N eric Features um 2. O ption Properties 5.at the end of a configuration session.) You can drag and drop model structure nodes to create rules. O ption C ounts 4. N eric um Values Contributes To Logic Rule Consum es From Num eric Values Contributes To and Consum From es EAS – Oracle Apps Perform num s eric operations on one or m ore: 1.but the pop list option is “Option Of” when dropping the option Class. T e N eric Value.

Numeric Rules (Cont.. •The table m atches Options of one Feature with com patible options another Feature of EAS – Oracle Apps .) Values can be multiplied or divided The result is placed in: •Total •Resource •Option Count •Numeric Feature Option Count and Boolean Expression •Boolean Expression results in either True or False(1 or 0) •Option Count(s) use the count of each Option in the rule EAS – Oracle Apps Compatibility Rules There are three types of Compatibility rules: •Explicit Compatibility rules •Property -based Compatibility rules •Design Charts Explicit Compatibility rules Explicit Com between the rules one or more fea patibility Options of •Specific explicit matches •Set any options that are incompatible with option(s) an end user to False •Express compatibility constraints among Options of your Model th cannot be described in terms of a shared Property at tures selects EAS – Oracle Apps •Explicit Com patibility rules are structured as a table.

Defining an Explicit Compatibility Rule •Drag Features to define participants •Each column in the Compatibility table represents one of the participant Features •Each row is an array of compatible Options •Each row must have the same number of elements Explicit Compatible at Runtime •Options in a row are compatible •Options that do not appear together in any row are compatible •Only one of all possible values in a column may be selected if features are mutually exclusive (min/max=1/1) •Compatibility rules set incompatible options remain available Defining a Property -based Compatibility •Select the participants •Define the Property Comparison EAS – Oracle Apps .

•The compatibilities defined in the Design Chart are based on the Primary Feature. •Secondary Feature: •Defining Features:Unique combinations of options define options of the Primary Feature •Optional Features:Options can be compatible or incompatible with Options of the Primary Feature table Creating a Design Chart EAS – Oracle Apps •Choose features or BOM Option Classes to participate in the Design Chart •Drag features or Option Classes to the labeled areas on the scre en •You have multiple Defining Features and Optional features Overview of Functional Companions •You can extend the behavior of Oracle Configurator with programm •You associate Functional Companions with nodes in the configurat using OCD •Functional Companions communicate with the Active Model through API called CIO (Configuration Interface Object) •Java is the supported language used for building Functional Comp ing ion model.Design Chart •You can express complex Explicit Compatibility relationships in format •Primary Feature:Options define variations of the Model •This is a feature with options that define the variations of a product. a Java anions Uses of Functional Companions EAS – Oracle Apps Functional Companions can extend your runtime Oracle Configurato •Custom rules that cannot otherwise be created using standard OCD functionality •Information outside configuration Model •Engineering Calculations •Integration with an alternative user Interface r with: EAS – Oracle Apps .

Examples for using Functional Companions •Initialize the starting user interface and/or the state of the configuration model •Simplify a process that end users should not have to perform.on each user selection Button Automatic EAS – Oracle Apps Action Sets values or options in the configuration Checks configuration for validity Generates custom output Performs event-triggered processing Associating Functional Companions with Oracle Configurator has interfaces with Oracle Order Management (OM) and iStore.If functional Companion can use Java to get data from EDI information System.Because of this. the•runtime Oracle Configurator can get data from EDI. Model Nodes A Functional Companion is the embodiment of some kind of business process or logic. Program String (needed to locate class file) with Modify button labels in the User Interface module Unit Test your Functional Companion in the runtime environment. Base Component (associated model node) Functional • Type (role of Functional Companion) Companions are used in the Configuration Attributes methodology for communicating special data between Oracle Configurator and host applications • Implementation (Language:Java only) • 2. 3.users may need to set an index list of optional components in order to drive certain configuration rules •Display report information based on the configuration state of the Model Uses of Functional Companions Functional Companions can extend your runtime Oracle Configurato r with: Interfaces to Other programs •Database Interfaces •File Creation Interfaces •Other Third party programs •Rules falling outside constraint-based logic •Rules for Validating a configuration •Rules for automatically configure your product Types of Functional Companions Type Auto-Configuration Validation Output Event-Driven Activation Button Automatic. associate a Functional Define a Functional Companion Ruleainbridge between the configuration model and data obtained Companions can also serve as 1. Test Button EAS – Oracle Apps . any changes to or maintenance of the configuration model must always take into account the possible impacts on Functional CompanionFunctional Companion with your model: code. In OCD.For example. OCD with the following thorough Electronic Data Interchange(EDI).

or BOM Option •Select Class the top folder in the Context Tree View (User Interfaces) •Generate New UI: •(M) Create > New User Interface •Select a UI style from the New User Interface dialog: •Components Tree (DHTML) •BOM Model Tree (Java Applet) EAS – Oracle Apps •Is com pletely custom izable EAS – Oracle Apps .How Functional Companions are associated with Model Nodes Model Node Functional Companion Rule Rule Attributes EAS – Oracle Apps UI Styles •BOM M odel Tree: •Supports Java Applet W indow •Is not custom izable •Has a single screen for all Com ponents or BOM M odels •Supports DHTM w L indow Creating a New User Interface •Com ponents Tree •Go to the User Interface module •Has one screen for each com ponent.BOM M odel.

True/False •Numeric Display •Totals and Resources •Buttons that perform an action EAS Oracle Apps EAS –– Oracle Apps .Text •Selectable Options. all other UI Options except Show All Nodes will be disabled.non-customizable Choose components Tree to generate a customizable DHTML UI.and layout that matches either Oracle iStore or Order Management (Available for Components Tree only) Layout Area OCD creates a window based on this value and adjusts the layout of the UI to fit within the space available.regardless of how the “Display in User Interface” Visibility setting is specified for individual nodes.A value of 0 indicates that you do not want the navigation tree to appear in the runtime UI.controls.(If you choose BOM Model Tree.Now OCD generates a default UI and creates a UI Node called “Model Name user Interface” in the Context Tree View User Interface Screens •Screens are displayed as nodes Customize the Defaultthat may Interface User contain: •Pictures •At any tim during Model developm e ent. Wizard-Style Navigation Select this option if you want OCD to display Home. you can create one or m ore •Title graphic (default) User Interfaces •Custom•Additional Pictures to m ize the default DHTML UI eet your business needs •Custom User Interfaces can provide m ultiple views of the sam e •Text configuration m odel •Start custom ization from the default UI generated by OCD default •Text on Title Bar(default) •Additional Text •Inputs •Numeric Features.) Look and Feel Use this option to generate a color scheme. Generate Captions From Choose whether to generate UI captions from the node name.UI Styles •Components Tree:DHTML.or both the name and description.description.customizable •BOM Model Tree:Java Applet.Back. Maximum number of BOM Option Class children per screen The maximum number of BOM Standard Items to display per UI Screen.Next navigation Buttons on each screen Show All Nodes Select this option to display all nodes at runtime. After entering all these details.Choose BOM Model Tree to generate Applet UI. Percentage of Layout Area reserved for navigation frame Use this option to determine how much screen area is available for the Navigation Tree in the runtime UI. and you click OK.

Height.Delete •Bring to Front.Send to back •Alignment Left. then select Preview Preview Screen Formatting EAS – Oracle Apps •Drag and Drop screens or use the edit menu •Cut.Both •Horizontal Spacing Make Equal.Right Top.Remove EAS – Oracle Apps .Remove •Vertical Spacing Make Equal.Middle.Bottom •Make same size: Width.Paste.Center.Previewing Screens Use the UI Editor to preview and modify contents of a selected s creen: •Select a screen node in the UI tree •Right-click.Copy.

creating a t hosting EAS – Oracle A pps For publishing a Model to iStore and Order management application follow procedure . and UI to a specific database new Record called a Publication •Perform after the M ed odel Structure. and UI are creat thoroughly tested in O D C ed and .selec t one from the popup after clicking the Test button •Debug the UI Customize UI Tools and Tips •General Tip: •Customize the UI when your Model and Rules are complete •Layout: •Use the UI Editor to align and resize screen objects •Make precise adjustments by editing actual locations in the Attributes View. rules. if required •Pictures •Size the pictures before import •Use GIF or JPEG files EAS – Oracle Apps Publishing •A process that m akes a configuration m odel available to differen Applications for testing or production activities •Copies the M odel Structure.Viewing your UI in the Runtime OCD Window •Refresh the UI after making any changes •(M) Edit > Refresh •Click the Test button to Unit test your UI in a DHTML window •If your deployed Configurator has multiple User Interfaces. its rules.

EAS – Oracle Apps . You must have a Microsoft W ord version 97 or higher on your machine to create a Model Report.rules and Item M data (M) File > Model Report aster EAS – Oracle Apps The Model Report includes a description of the Structure. Languages in Applicability tab EAS – Oracle Apps Methods to Publish 1. Item Master. Applications . Instance in General tab and Mode.Publishing Releasing a publication to the host application Select Model. Mass publication Specific / Re-publication Login into Oracle Configurator Administrator responsibility and select either of the two above and publish. UI. 2. and all configuration rule definitions for the Model that is open for editing. Reviewing a Model Structure Create a Model Report to review Model structure.

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