This activity is used to create a configuration for a configurable part. This activity is intended for a B2B user acting as B2B Customer.
You can perform this activity from the lobby page Order Management
for Customers and the lobby element for Shopping Cart.
When creating the configuration, you define the characteristics and options
required to build it. A configuration is a unique combination of characteristics
and options that is used in conjunction with a configurable part. If sales rules
are connected to the configurable part and revision, the sales rule engine is
executed automatically when a characteristic or characteristic option value
is defined. All sales rules are executed upon any change of characteristic or
option value in the Characteristic group.
The status of the configuration
for a shopping cart line is always set to To Configure at the start of
a configuration. This is the status of the configuration until an active decision
to complete the configuration process. The Complete command in the header
of the Edit Configuration page represents
this decision. When executing this option the status is updated from To Configure
to Configured. Once the status of the shopping cart line is set to
Configured, an order can be submitted it further processing.
The
Revise command is the way to unlock a configured configuration for edit.
For a shopping cart line in Configured status, the Characteristics group
in Edit Configuration page is locked
for editing until this command is used, i.e. this action resets the status of
the line from Configured to To Configure.
Note: The Shopping Cart is also possible to reach from Products page, Product Detail page and Favorite Products page.
Note: The column Value Info in the Edit Configuration/Characteristic group views important information regarding a selected characteristic option value.
Note: If the option Allow Incomplete Configuration is selected for the configuration family, then the Complete command is enabled at all time. Else it is only enabled when all required characteristics are defined for the configuration.
As a result of this activity, a configuration is connected to the part on the shopping cart line. If the combination of characteristics and options is new, a new configuration ID is created. If not, the configuration ID for the defined combination is used.