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Configuration Implementation

Configuration Implementation. 1) Work with someone that has done it before. No one likes paying for something they can do themselves. “Although access to the right experience, saves more than it costs.”. Shameless Services Plug. Accomplished following 3 Simple Steps.

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Configuration Implementation

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  1. Configuration Implementation 1) Work with someone that has done it before. No one likes paying for something they can do themselves. “Although access to the right experience, saves more than it costs.” Shameless Services Plug Accomplished following 3 Simple Steps. • 2) Define the scope of your project. • "If you don't know where you are going, any road will • get you there." - Will Rogers (and Winnie the Pooh) • 3) Come up with a corporate plan – and work the plan. • Participate in Fact Finding, White boarding, Cross Functional Teams, then use mini break out models for testing.

  2. Where to Locate Information Sales • Sales Price Sheets • Marketing Brochures/Literature These pieces of information typically have products and features (options) already grouped together. • Engineering Drawings • Existing BOM (Bill of Manufacturing) Routings and Materials Manufacturing

  3. Group Configurable Products • Product Families • Sub Configurable Products • (Non-Stocked Sub Assemblies) • Single Job vs. Sub Jobs • Works in conjunction with two of SyteLine’s Item Maintenance Fields • Stocked and Source

  4. Things To Remember 1.) SyteLine Configuration was designed for MTO companies, allowing their customers to have input on product selections. • 2.) SyteLine Configuration has two primary components: • PowerPack – a configuration engine designed by Trilogy used for building models • User Interface – a window that uses the PowerPack model information to display end user required and optional selections 3.) During model building information can be linked from the Item Maintenance, and back to Customer Orders, Jobs, etc. within the SyteLine software.

  5. Plan The Model Structure(Parts to Products) • Define “Spectrum” of a Base Model • Are parts and rules shared across Product Lines? • a)  Yes – One Base Model • b)  No – Many Base Models • Define how Products and Product Classes should be grouped (remembering Inheritance) • Define how Parts and Part Classes should be grouped (remembering Inheritance)

  6. Relationship Between Selections As Some Selections: 5. May be used to Set a Value on Another Selection 1. Require that Other Selections be Made 2. Can’t Work Together 3. Automatically Include Other Selections 4. Remove Previously Defaulted Selections

  7. Choice Of User Interface? 1. Default User Interface 2.   Visual Basic (VB) UI Interface (supplied template) 3.   Full Blown Visual Basic • displaying Graphics, Drawings, or Text 4. Web Layout (html code) 5. Will the end user interface include Pop-Up questions for the end user?

  8. Setting Up The Base Model 1.  Enter Part Classes for a model • Use Default SyteLine Configuration Classes • Materials • Operations • Controls • Create your own Classes 2.  Enter Parts for each Part Class • Create custom part attributes • Populate each Selections Attribute

  9. Models Product Classes 1.  Enter Products for each Product Class • Link Parts to a Product (Product Definition Window) • 1.  Included • 2.  Required • 3.  Optional • 4.  Set Min/Max quantities 2.  Enter Rules for Part-to-Part Relationships • 1.  Requires Choice • 2.  Includes • 3.  Removes • 4.  Can’t Work With • 5.  Sets Value On • 6.  If needed, use Attributes with Constraints

  10. Enter Pricing Information • Determine where the Base Price is stored? • Within SyteLine • Within the Model • Using Adder Pricing? • Certain selections may have an Up-Charge associated with them • Or other selections may reduce the overall calculated price • Is the price based on an Amount or Percentage? • Percentages are calculated from the base price.

  11. New for SL7 Configuration • Configuration Tables (3) are Built in • No Secondary Database needed • Uses Trilogy 3.1.79 Performance Pack • Older Models Need “Converting” • Schema fields use Underscores instead of (dashes) • No Visual Basic User Interface • User Interfaces will need to be built. • Possible in near future • Keep current on new releases (fixed issues)

  12. SL7 Form Layout

  13. SyteLine Configuration Benefits A good question to ask is: • Streamline the ordering process to save time • Increases customer satisfaction and retention • Drives sales revenue and profit • Cuts lead times on orders • Configures and prices products right the first time • Improves production accuracy and saves costs on rework and scrap • You can continue by filling in other specific benefits “If we are going to do all this work, where will we see cost savings or benefits?”

  14. Questions? Thank you for your time and attention! Steven Feril steven.feril@shopfloorexperts.com ph. 615-429-0552 fax 208-979-8043

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