Transcript SyteLine Configuration Implementation Steps

Configuration Implementation
Accomplished following 3 Simple Steps.
1) Work with someone that has done it before.
Shameless
Services
Plug
No one likes paying for something they can do themselves.
“Although access to the right experience, saves more than it costs.”
2) Define the scope of your project.
"If you don't know where you are going, any road will
get you there." - Will Rogers (and Winnie the Pooh)
3) Come up with a corporate plan – and work the plan.
Participate in Fact Finding, White boarding, Cross Functional
Teams, then use mini break out models for testing.
Where to Locate Information
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Sales Price Sheets
 Marketing Brochures/Literature
Sales
These pieces of information typically have products and
features (options) already grouped together.
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Engineering Drawings
 Existing BOM (Bill of Manufacturing)
Routings and Materials
Manufacturing
Group Configurable Products
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Product Families
 Sub Configurable Products
– (Non-Stocked Sub Assemblies)
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Single Job vs. Sub Jobs
– Works in conjunction with two of SyteLine’s Item
Maintenance Fields
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Stocked and Source
Source
Stocked
Purchased
Manufactured
Transferred
Yes
Inventory
Inventory
Inventory
No
Purchase Order
Job
Transfer
Things To Remember
1.) SyteLine Configuration was designed for MTO companies,
allowing their customers to have input on product selections.
2.) SyteLine Configuration has two primary components:
• PowerPack – a configuration engine designed by Trilogy
used for building models
• User Interface – a window that uses the PowerPack model
information to display end user required and optional
selections
3.) During model building information can be linked from the
Item Maintenance, and back to Customer Orders, Jobs, etc.
within the SyteLine software.
Plan The Model Structure
(Parts to Products)
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Define “Spectrum” of a Base Model
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Are parts and rules shared across Product Lines?
– a) Yes – One Base Model
– b) No – Many Base Models
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Define how Products and Product Classes should
be grouped (remembering Inheritance)
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Define how Parts and Part Classes should be
grouped (remembering Inheritance)
Relationship Between Selections
As Some Selections:
1. Require that Other Selections be Made
2. Can’t Work Together
3. Automatically Include Other Selections
4. Remove Previously Defaulted Selections
5. May be used to Set a Value on Another Selection
Choice Of User Interface?
1. Default User Interface
2. Visual Basic (VB) UI Interface (supplied template)
3. Full Blown Visual Basic
– displaying Graphics, Drawings, or Text
4. Web Layout (html code)
5. Will the end user interface include Pop-Up questions
for the end user?
Setting Up The Base Model
1. Enter Part Classes for a model
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Use Default SyteLine Configuration Classes
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Materials
Operations
Controls
Create your own Classes
2. Enter Parts for each Part Class
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Create custom part attributes
Populate each Selections Attribute
Models Product Classes
1. Enter Products for each Product Class
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Link Parts to a Product (Product Definition Window)
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Included
Required
Optional
Set Min/Max quantities
2. Enter Rules for Part-to-Part Relationships
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Requires Choice
Includes
Removes
Can’t Work With
Sets Value On
If needed, use Attributes with Constraints
Enter Pricing Information
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Determine where the Base Price is stored?
– Within SyteLine
– Within the Model
 Using Adder Pricing?
– Certain selections may have an Up-Charge associated
with them
– Or other selections may reduce the overall calculated price
 Is the price based on an Amount or Percentage?
– Percentages are calculated from the base price.
New for SL7 Configuration
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Configuration Tables (3) are Built in
– No Secondary Database needed
Uses Trilogy 3.1.79 Performance Pack
– Older Models Need “Converting”
– Schema fields use Underscores instead of (dashes)
No Visual Basic User Interface
– User Interfaces will need to be built.
– Possible in near future
Keep current on new releases (fixed issues)
SL7 Form Layout
SyteLine Configuration Benefits
A good question to ask is:
“If we are going to do all this work, where
will we see cost savings or benefits?”
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Streamline the ordering process to save time
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Increases customer satisfaction and retention
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Drives sales revenue and profit
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Cuts lead times on orders
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Configures and prices products right the first time
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Improves production accuracy and saves costs on rework
and scrap
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You can continue by filling in other specific benefits
Questions?
Thank you for your time
and attention!
Steven Feril [email protected]
ph. 615-429-0552 fax 208-979-8043