Understanding Oracle Configurator

1
Understanding Oracle Configurator

• Ed McDonough
• Manager
• Orion Consulting
• August 27, 2001

2
Agenda

• Scope
• Definitions
• Applications
• Features Functionality
• CTO Process
• Business Issues
• Summary

3
Scope

• Audience Feedback Apps CTO
• 11i release
• User Interface - DHTML versus Java applet
• Integration with Oracle apps No external
• Non-technical
• High level focus

4
Definitions

• Configurator Rules-based selection guide for
  products services
• Configurator Developer Similar to Oracle
  workflow product
• UI User interface
• Selling Point Concentra configurator product
  bought by Oracle
• UI Servlet Includes UI, Configurator engine
  Java API

5
Definitions

• ATO Assemble to order
• PTO Pick to order
• CTO Configure to order
• Core Apps Java applet

6
Review of CTO

• ATO Model Parent Generates unique item number,
  bill routing
• PTO Model Kit ships components
• Option Class Indicate choice below
• Option Choice under option class
• Mandatory Item Goes along
• Mutually Exclusive One choice

7
Bill Evolution

• Standard Bills
• Option/Models (Flex bills)
• Configurator (Rules based)
• Engineer To Order

8
Application Modules

• Inventory
• Order Management
• Bills of Material (BOM)
• iStore, TeleSales Sales Online

9
Features Functionality

• Configure complex products services
• Guided buying selling
• Real-time validation
• Use of existing CTO items BOMs
• Intergration with apps iStore, Sales on-line

10
Features Functionality

• Publishing
• Configurator Developer Easy to use
• Customize UI
• Functional Companion Java API

11
CTO Process

• Import items BOMs from core apps
• Configure Rules using Configurator Developer
• Customize UI
• Publish

12
Import Items BOMs

• Items, item descriptions
• Item catalogs, Descriptive elements
• ATO, PTO models
• Option class
• Option items selections only

13
Configure Rules

• Logic If, then logic states
• Numeric Math calculations
• Comparison Numeric values
• Compatibility
• Property-based Explicit
• Design Chart Advanced compatibility chart
• Functional Companion Java script

14
Configure Rules

• Logic If, then logic states
• Numeric Math calculations
• Comparison Numeric values
• Compatibility
• Property-based Explicit
• Design Chart Advanced compatibility chart
• Functional Companion Java script

15
Customize UI

• Not available for Java applet
• DHTML Dynamic HTML
• Screen settings Font, color, etc.
• Components Tree Filter view
• Product Selection Filter view
• Add pictures, text buttons
• Customize DHTML window

16
Customize UI

• Not available for Java applet
• DHTML Dynamic HTML
• Screen settings Font, color, etc.
• Components Tree Filter view
• Product Selection Filter view
• Add pictures, text buttons
• Customize DHTML window

17
Publishing

• From TEST instance to PRODUCTION
• Modify after publishing
• Filtering rules when publishing

18
Publishing

• From TEST instance to PRODUCTION
• Modify after publishing
• Filtering rules when publishing

19
Business Issues

• Evaluate existing item/BOM structure
• Design front to back
• Identify business rules at high level first
• Consider data integration points
• Timing issues Processing points

20
Summary

• Data load based on core apps
• Configurator Developer creates rules
• Customize UI
• Functional Companions
• Implementation Integration points
• Consider slow approach

21
Questions

• Ed McDonough
• Orion Consulting - Chicago
• emcdonough_at_orionconsulting.com
• 312-755-8231