I would go back to an earlier suggestion and break things down into manageable pieces. Start with a NON-Configurator stock part that has a MOM (operation standards, materials WITH costs) and see how the numbers behave. If you do not see numbers on a stock part than there are setup issues unrelated to the configurator. If you see numbers compare this MOM with the MOM created by the configurator and see where there are differences.
Materials costs will use whatever costing method is in effect for that part. Labor costs come from the rates set on the operations, there are separate ones for quoting and for production. Not uncommon for the quote ones not to get setup.
Once you get a stock part with a MOM showing costs than move onto working with the configurator.
A common trip up is not getting all the pieces of the MOM worked out before moving onto working with the configurator. Work through all the costing issues manually before having the configurator alter them programmatically.
Jim Kinneman
Encompass Solutions, Inc.
Materials costs will use whatever costing method is in effect for that part. Labor costs come from the rates set on the operations, there are separate ones for quoting and for production. Not uncommon for the quote ones not to get setup.
Once you get a stock part with a MOM showing costs than move onto working with the configurator.
A common trip up is not getting all the pieces of the MOM worked out before moving onto working with the configurator. Work through all the costing issues manually before having the configurator alter them programmatically.
Jim Kinneman
Encompass Solutions, Inc.
--- In vantage@yahoogroups.com, "ralmon64" <ralmon@...> wrote:
>
> Ok thanks, i understand that. My question for scenario two though is where is it looking up the price? If i am average costing my material, it should just pull the average cost from all the times i purchased that material? Also for scenario two i am not seeing my labor costs show up anywhere. Do i have select something in the configurator to make this show up? I have a simple scenario where i set my MOM at a fixed number of hours, even when i test inputs it gives me a $0 cost.
>
>
> --- In vantage@yahoogroups.com, "jckinneman" <jckinneman@> wrote:
> >
> > There still needs to be some more division in your thinking to separate out what the configurator does and what the worksheet does.
> >
> > Scenario 1, NO PRICING FROM CONFIGURATOR
> > The configurator can alter your MOM (method of manufacturing), this will drive the values that appear on the quote worksheet after you do a get details. Based on these values you apply a markup (manually) and it arrives at a price. You can copy this price to your quote line. (people have automated this process via BPMs and embedded) It will replace the current price regardless of how it was created. It does not take into consideration anything other than the MOM. While the MOM was created by the rules on the configurator, the configurator itself does NOT otherwise impact the worksheet.
> >
> > Scenario 2, Configurator calculates the price.
> > The configurator alters your MOM as before but also calculates the price and passes it back to the quote. The configurator can calculate price just about any way you want. It can do component pricing which will take the materials on MOM and look-up their price. You can also apply any algorithm you like to calculate the price. When this price is passed back to the quote line normally the quote worksheet is NOT used as the configurator calculated your price. As mentioned above if you use the worksheet you are overriding anything price related passed back by the configurator.
> >
> > Jim Kinneman
> > Encompass Solutions, Inc
> >
> > --- In vantage@yahoogroups.com, "ralmon64" <ralmon@> wrote:
> > >
> > > So i managed to get the worksheet portion of Quote management showing me the numbers for labor hours and i think for material. But i still can't get any numbers to generate on my the line detail sheet of the quote entry or when doing test rules in the configurator. It's not looking at any of the labor associated with the part. I'm not live yet so i don't have material data, but i do have quoting labor/burden hours set for each operation. That information should show up and add some costs to the configured part, right?
> > >
> > > -Bobby
> > >
> > > --- In vantage@yahoogroups.com, "ralmon64" <ralmon@> wrote:
> > > >
> > > > Ok that helps clear it up some. I've read through the application help and the tech reference guide for the configurator, which leaves me with a few questions.
> > > >
> > > > 1. The way i had envisioned this working when discussing with epicor is that as we buy material that price is stored and averaged. Then when we go to build a configured part it pulls the averaged price for material listed in the BOM, sums it up and sets the price in quote. will the pricing work in this manner?
> > > >
> > > > 2. It talks about the order in which it pulls pricing from a pricelist linked to a customer, customer group, or the part master. How is this effectively maintained? Do i need to add pricing for each part i buy to these lists?
> > > >
> > > > Sorry i'm having such a hard time wrapping my head around this, but i want to get it working smooth and this is the one thing with the configurator i can't seem to figure out.
> > > >
> > > > Thanks,
> > > > Bobby
> > > >
> > > > --- In vantage@yahoogroups.com, "jckinneman" <jckinneman@> wrote:
> > > > >
> > > > > I think there is still some confusion on pricing from the configurator and pricing from the worksheet. The two have very little in common.
> > > > >
> > > > > The configurator will set the price using the pricing rules you set up in the configurator. In the configurator you can use component pricing which will roll-up the price of the items used on the part. When testing the configurator you should see the price value pop up at the end of testing the configurator. If you do not see any prices come up than you need to take a closer look at how you have pricing setup in the configurator. Setting up pricing the first time isn't completely obvious so it may take a bit of playing around to get it right. If you don't have it get a copy of the Technical Reference manual for the Configurator and take a look at the pricing writeup.
> > > > >
> > > > > The price from the quote worksheet is completely different and has no relationship to the pricing set by the configurator. If you chose to take pricing from this sheet it will replace any pricing returned by the configurator. The pricing worksheet should take the values from the method of manufacturing regardless of how the MOM is created. After doing a Get details, check the operations for productions standards and also look at the materials and you should see what the cost of the material is. If there are no values here you'll need to dig into the materials/labor and see what values are associated with them. This isn't connected to the configurator except that the MOM was created by the configurator, after that standard functionality drives the cost. You might try using a stock part that has a MOM and see what values come through.
> > > > >
> > > > > If you want to automatically copy the pricing over to the quote from the worksheet, you can put in a button to copy it over once the user is happy. If you put a BPM on this say via the get details you would be automatically replacing any pricing from the configurator.
> > > > >
> > > > > Jim Kinneman
> > > > > Encompass Solutions, Inc
> > > > >
> > > >
> > >
> >
>