Enter Configuration Family
Explanation
This activity is used to create a new configuration family. A configuration family is associated with
configurable parts and represents a collection of configuration characteristics used by parts in that family.
To create a new configuration family create a new record/line and enter information about the configuration
family to be created.
When a configuration family is created the following options can be set as default for the family:
- Lock Configuration Rules: when option is enabled, the sales rules connected to part revisions in the
Released status cannot be updated.
- Configure By Category: when this option is ebabled, one category with the connected characteristics
will be displayed in the configuration page to be configured. When the connected characteristics have values, the
next category can be configured. This mode simplifies configuration, especially if many characteristics are used
in configuration.
- Allow Incomplete Configuration: when this option is enabled, a customer order can be created from a
sales quotation when the configuration for a configurable part is not complete.
- Allow Incomplete Configuration For B2B: when this option is enabled, a B2B customer can submit an
order even if the configuration for a Configurable Part is not complete.
Prerequisites
N/A
System Effects
As a result of this activity, a configuration family is available to be connected to configurable parts. A line
with * as the Category ID will be created in the Categories tab.