Sig BP August 15 2012

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Best Practice Meeting

August 15th 2012

Oracle OpenWorld
September 30 October 4
San Francisco

Oracle Configurator SIG

Face-to-face meeting on Sunday, Sept 30


Time is 3:30 4:30, Moscone West Room 3020
Customer presentation by GEA of Denmark
Breakout groups to Meet the Experts from Oracle
Topics such as PLM/PIM, Configurator FCE, Support

Discussion of upcoming Configurator meetings worldwide


Excellent networking opportunity for the Configurator Community

Oracle OpenWorld
September 30 October 4
San Francisco
Configurator Session
The Big Bang Theory for Implementing Oracle Configurator
Hear the in-depth story of how Oracles Sun division uses Oracle
Configurator!
Wednesday Oct. 3rd, 10:15 - 11:15, Moscone West Room 2022
Session ID CON8755

Configurator Demo Pod

See the latest release of Oracle Configurator Live!


Monday through Wednesday, Oct 1-3
Moscone West Exhibition Hall, Level 1
Located on the far left of the demo grounds near the wall
Demo ID 3183

Oracle OpenWorld
September 30 October 4
San Francisco
You can meet with Oracles Configurator experts at OpenWorld!
Opportunities may be available to meet with
Oracle Configurator Development
Oracle Consulting, Configurator focus
Oracle Solution Architects, Configurator focus
If you are interested in meeting with any of these groups, please
contact me directly karen.fontaine@oracle.com

Oracle OpenWorld
September 30 October 4
San Francisco

Various levels of Registration are still available


See www.oracle.com/openworld
Contact me with any questions
karen.fontaine@oracle.com

Oracle OpenWorld
September 30 October 4
San Francisco

Additional updates and more info on sessions


will be provided in next months
Configurator SIG BP meeting!

Industry specific cover image

Using Agile PLM to enable the Data Driven Model

Brion Schweers
Solution Architect, Configurator

Using Agile PLM to enable the Data Driven Model


Oracle Configurator enables products to be configured to meet unique
customer requirements and simplifies the configuration of complex
solutions, decreasing order errors and increasing top line growth.
But these models require a significant amount of effort to build and maintain
One way that Oracle has attempted to minimize this effort is through
the use of properties (e.g. weight, voltage, color) of the items that are
being configured.
This allows the creation of property based rules and streamlines model
maintenance when new items are created.

With the release of R12 Oracle integrated the Extensible Attributes


created in PIM Data Hub with Oracle Configurator.
This enhancement enabled customers to develop Data Driven Models that
push as much model maintenance upstream as possible.

Now, with the advent of Agile PLMs Variant Manager and the D2R PIP,
Data Driven Models can now be created and Maintained in PLM and
managed through a formal ECO process.
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Copyright 2008, Oracle. All rights reserved.

Where are you on the Maturity Curve . . . Today?

Performance

What was Best Practice 5+ Years ago, might only be Stable now

Product Value
Chain Management
Product Lifecycle
Management
CAD Data Management

Product Data
Management

Fragmented
Silo-Based

Standardization,
Foundational

Integrated Product
Processes

Integrated &
Aligned Value Chain

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Copyright 2008, Oracle. All rights reserved.

What Analysts are Saying

PLM includes the source of content and rules that


drive sales configurators. Ideally, sales configurators
become extensions of PLM applications that describe permissible product
options. PLM software also includes a feedback loop for collecting and
analyzing information from sales and customers regarding the market
appeal of products and suggestions for improvements and new options.
This input will influence future product architecture to deliver needed
product variants and options.
Marc Halpern & Kenneth F. Brant
Magic Quadrant for Product Life Cycle Management, 3Q05

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Copyright 2008, Oracle. All rights reserved.

Using Agile PLM to enable the Data Driven Model

DEMONSTRATION EXAMPLE
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Lamp Product Configuration

Lamp Model Options


Voltage - 110v and 220v
Lamp Shade White and Black
Bulbs White, Red, Green and Blue (Blue to be added during Demo)
Lamp Height 12 and 16
Lamp Model Rules
220v lamp can only have a black shade
Green Bulb can only be a 16 Lamp

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Copyright 2008, Oracle. All rights reserved.

Lamp Model Option BOM


Level

Part Number

Part Type

Description

Item Template

Color

0CE-LAMP

Model

Lamp

ATO Model

1CE-BULBS

Option Class

Light Bulbs

ATO Option Class

2CE-BULB1

CE_Bulb

Bulb, White, 110V

Purchased Item

White

2CE-BULB2

CE_Bulb

Bulb, White, 220V

Purchased Item

2CE-BULB3

CE_Bulb

Bulb, Red 110V

2CE-BULB4

CE_Bulb

2CE-BULB5

Voltage

Height

Qty

Optional MutEx

No

110V

Yes

White

220V

Yes

Purchased Item

Red

110V

Yes

Bulb, Red, 220V

Purchased Item

Red

220V

Yes

CE_Bulb

Bulb, Green 110V

Purchased Item

Green

110V

Yes

2CE-BULB6

CE_Bulb

Bulb, Green, 220V

Purchased Item

Green

220V

Yes

1CE-SHADES

Option Class

Lamp Shades

ATO Option Class

No

2CE-SHADE1

CE_Shade

Shade, White

Purchased Item

White

Yes

2CE-SHADE2

CE_Shade

Shade, Black

Purchased Item

Black

Yes

1CE-STANDS

Option Class

Lamp Stands

ATO Option Class

No

2CE-STAND1

CE_Stand

Lamp Stand, 12"

Purchased Item

12

Yes

2CE-STAND2

CE_Stand

Lamp Stand, 16"

Purchased Item

16

Yes

1CE-COMMON

Option Class

Common Components

ATO Option Class

No

2CE-SOCKET

Part

Socket

Purchased Item

No

2CE-WIRE

Part

Wire

Purchased Item

No

Yes

Yes

Yes

No

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Copyright 2008, Oracle. All rights reserved.

Component Created using different Part Types


Level

Part Number

Part Type

Description

Item Template

Color

0CE-LAMP

Model

Lamp

ATO Model

1CE-BULBS

Option Class

Light Bulbs

ATO Option Class

2CE-BULB1

CE_Bulb

Bulb, White, 110V

Purchased Item

White

2CE-BULB2

CE_Bulb

Bulb, White, 220V

Purchased Item

2CE-BULB3

CE_Bulb

Bulb, Red 110V

2CE-BULB4

CE_Bulb

2CE-BULB5

Voltage

Height

Qty

Optional MutEx

No

110V

Yes

White

220V

Yes

Purchased Item

Red

110V

Yes

Bulb, Red, 220V

Purchased Item

Red

220V

Yes

CE_Bulb

Bulb, Green 110V

Purchased Item

Green

110V

Yes

2CE-BULB6

CE_Bulb

Bulb, Green, 220V

Purchased Item

Green

220V

Yes

1CE-SHADES

Option Class

Lamp Shades

ATO Option Class

No

2CE-SHADE1

CE_Shade

Shade, White

Purchased Item

White

Yes

2CE-SHADE2

CE_Shade

Shade, Black

Purchased Item

Black

Yes

1CE-STANDS

Option Class

Lamp Stands

ATO Option Class

No

2CE-STAND1

CE_Stand

Lamp Stand, 12"

Purchased Item

12

Yes

2CE-STAND2

CE_Stand

Lamp Stand, 16"

Purchased Item

16

Yes

1CE-COMMON

Option Class

Common Components

ATO Option Class

No

2CE-SOCKET

Part

Socket

Purchased Item

No

2CE-WIRE

Part

Wire

Purchased Item

No

Yes

Yes

Yes

No

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Copyright 2008, Oracle. All rights reserved.

Part Type defines required Extensible Attributes


Level

Part Number

Part Type

Description

Item Template

Color

0CE-LAMP

Model

Lamp

ATO Model

1CE-BULBS

Option Class

Light Bulbs

ATO Option Class

2CE-BULB1

CE_Bulb

Bulb, White, 110V

Purchased Item

White

2CE-BULB2

CE_Bulb

Bulb, White, 220V

Purchased Item

2CE-BULB3

CE_Bulb

Bulb, Red 110V

2CE-BULB4

CE_Bulb

2CE-BULB5

Voltage

Height

Qty

Optional MutEx

No

110V

Yes

White

220V

Yes

Purchased Item

Red

110V

Yes

Bulb, Red, 220V

Purchased Item

Red

220V

Yes

CE_Bulb

Bulb, Green 110V

Purchased Item

Green

110V

Yes

2CE-BULB6

CE_Bulb

Bulb, Green, 220V

Purchased Item

Green

220V

Yes

1CE-SHADES

Option Class

Lamp Shades

ATO Option Class

No

2CE-SHADE1

CE_Shade

Shade, White

Purchased Item

White

Yes

2CE-SHADE2

CE_Shade

Shade, Black

Purchased Item

Black

Yes

1CE-STANDS

Option Class

Lamp Stands

ATO Option Class

No

2CE-STAND1

CE_Stand

Lamp Stand, 12"

Purchased Item

12

Yes

2CE-STAND2

CE_Stand

Lamp Stand, 16"

Purchased Item

16

Yes

1CE-COMMON

Option Class

Common Components

ATO Option Class

No

2CE-SOCKET

Part

Socket

Purchased Item

No

2CE-WIRE

Part

Wire

Purchased Item

No

Yes

Yes

Yes

No

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Copyright 2008, Oracle. All rights reserved.

Using Agile PLM to enable the Data Driven Model

MODEL SETUP
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ATO Model created in PLM

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Model Option BOM Created and Maintained in PLM

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Example of Item Created in part subclass


with predefined Extensible Attributes

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When ready the ECO is released in PLM

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which automatically creates product data in EBS

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including Extensible Attributes

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and the Model Option BOM

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Which is populated into CZ tables

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along with the Extensible Attributes

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Extensible Attributes can be used in Populators

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and various Iterator Rules

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or as the source Dynamic Text that could be


stored as a Configuration Attribute

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Copyright 2008, Oracle. All rights reserved.

Benefits of Data Driven Model

Items are created within a part class and predefines the extensible

attributes that must be defined for an item before it is released


Unlike Catalog Groups, Extensible Attributes have predefined data types
and can be controlled by a user defined list
Populators can be used to dynamically maintain options within option
features as changes are released from PLM
Property based rules can be deployed to create maintenance free
updates when new items are added to existing option classes
Changing the label of a value in a list (i.e. BLUE to Blue) will propagate
downstream to all affected items, populators and rules
Deploying Structured data upstream in the process (i.e. PLM) reduces
errors and omissions in the data downstream (i.e. CZ)
Extensible attributes can be stored as Configuration Attributes and passed
further downstream for use in the pricing and fulfillment processes
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Copyright 2008, Oracle. All rights reserved.

Using Agile PLM to enable the Data Driven Model

CHANGE MANAGEMENT
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Create New Change in PLM

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Create New Items and Redline BOM in PLM

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Set Value for Extensible Attributes for new items

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Release ECO in PLM

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Verify Process Completed in AIA

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Review Affected Items in EBS and Implement ECO

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Repopulate Nodes and Regenerate Logic

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Repopulate Automatically added Blue Option

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Regenerate Logic updates the Data Driven Rules

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Refresh UI and Test Model to Confirm Changes

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Test UI by Selecting New Options

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Preview Configuration to Verify BOM Mapping

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Republish Model once testing is complete

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Publish Model to PLM for use in Variant Manager

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Solution Components
Design to Release for CTO

Agile 9.3
AIA 2.5 with PIP
PIM Data Hub
Oracle Configurator
eBusiness Suite (R12.1 or 11.5.10)

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Copyright 2008, Oracle. All rights reserved.

Using Agile PLM to enable the Data Driven Model

VARIANT MANAGER
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Variant Manager Pre-Defines Items


for Frequently Used Configurations and Prototypes
Config A

BOM Model

Common
Configuration
Model

Config B

Pre-Configured
New Item A
Available for Order

Pre-Configured
New Item B
Available for Order

Derive new product from existing designs


Prototype design concept using instance variations

Updated
Sales Catalog

Add commonly requested configurations to standard catalog


Forecast and stock common configurations
Enter orders for stock configuration, or match based on
models and options chosen
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Create Preconfigured Items in PLM

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Launch Configurator from PLM

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Select Options (using EBS Configurator)

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Instance BOM Created Based on Options Selected

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Manage Release of Preconfigured Items


through integrated ECO Release Process

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Reasons to Use Variant Manager


Product Development
During the design and development of complex configured products there is often a
need for specific configurations of a model so that prototypes can be produced.
However at this stage of the product life cycle advanced rules may not be required
(or known) and Agiles internal variant manager may be sufficient

Catalog Development
CPG products are often make-to-stock (MTS) but are available for sale in several
preconfigured variations that are designed to meet specific market or channel
needs.
The ability to rapidly generate specific BOM instances and release to production can
provide significant value to customers with these types of products

Support CTO Process


Variant Manager can also be deployed as part of the CTO strategy during design to
release phase and for the establishment preconfigured items

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Copyright 2008, Oracle. All rights reserved.

Current Limitations with Variant Manager

The current Agile-AIA-Oracle Configurator PIP 2.5 integration does


not support the following features of Oracle Configurator:
Multiple Instantiation
Connectors
Configuration Attributes

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Q&A

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