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VC101 a Beginner s Guide to Variant Configuration

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VC 101: A Beginners Guide to Variant Configuration

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Jean-Yves Popovic ADELANTE 2008 Wellesley Information Services. All rights reserved.

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What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Why Are We Here?

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If you manufacture complex products, or multi-variant products If you need to offer your customers high levels of customization (configuration) If you cant possibly keep all possible variants in stock, but you need flexibility and fast reaction to market demand If Sales, Engineering, Planning, and Production are overwhelmed with an enormous amount of data to create and maintain

Why Are We Here? (cont.)

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Then you need to streamline the information flow across your organization using SAP Variant Configuration (VC) This session will walk you through the steps of building a simple VC model

Who Should Use Variant Configuration?

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Example of industries relevant to SAP VC:

Product Complexity

Aircraft Automobiles PCs

_________________________________ _________________________________ _________________________________ _________________________________Pumps Motorcycles

_________________________________Bicycle

Elevator Systems Furniture

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Mass Production

4

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Why Variant Configuration (VC)?

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________(choose one or none) (choose exactly one)

Why should VC be used:Example: You operate a SUBWAY franchise, you run SAP, your pricing and lead time must be based on the exact order (options) The options youll be asked for the Italian B.M.T. are:Bread - Regular - Italian - Herbs - Oat and Honey Bread Length Toppings - pepper - onion - olive - lettuce - cucumber(choose any combination)

Dressing - vinaigrette - ranch - caesar

Grilled?

&

- 6 - 12

&

&

&

- Yes - No

(choose exactly one) (choose exactly one)

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4

x

2

x

32(any + none)

x

4(3 + 1)

x

2

= 2,048 variants!! Why Variant Configuration (VC)? (cont.)

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In this example (and if there are no other restrictions), your organization would need to create and maintain 2,048 data sets (Material Masters, BOMs, Task Lists, Costing, and Pricing records)! Plus:Maintenance: One more dressing option would add 512 new data sets Sales Order entry: Which material number to enter? New rules or restrictions (Example: If Italian bread chosen, dressing must be vinaigrette, etc.)

VC Concepts and Functionalities

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Process flow:Super BOMcar interior seats seats dashboard Op.30 body body body

Super Routingcar

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+

Op.10 Op.20

+

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Sales/Customer Services

Engineering

Production/Procurement

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Sales Quote

Sales OrderOrder BOM

Prod Order

_________________________________Purch Order

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VC Concepts and Functionalities (cont.)

_________________________________ORDER # 1234 Item: Qty: Italian B.M.T. 1

Super-BOMItalian B.M.T.

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________No

BreadRegular Italian Herbs Oat & Honey

Pepper Onion Olive Lettuce Cucumber

Regular Bread Italian Bread Herbs Bread Oat & Honey Bread

Qty = 1 Qty = 1 0.5 Qty = 1

Size6 12

Topping

Qty = 1

Pepper Onion Olive Lettuce Cucumber

How does it work? Dependencies! VC Concepts and Functionalities (cont.)

Grilled?Yes

9

_________________________________ORDER # 1234 Item: Qty: BreadRegular

Super Task List (Routing)

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________No

Italian B.M.T. 1

Italian B.M.T. RoutingOp.10: Pick and Slice Bread Op.20: Pick and apply toppings Op.30: Put in oven and grill 10 sec. 12 sec. 20 sec.

Italian Herbs Oat & Honey

Size6 12

ToppingPepper Onion Olive Lettuce Cucumber

Grilled?Yes

10

VC Concepts and Functionalities (cont.)

_________________________________ORDER # 1234 Item: Qty: BreadRegular

Super Task List (Routing) (cont.)

Italian B.M.T. 1

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Italian B.M.T. RoutingOp.10: Pick and Slice Bread Op.20: Pick and apply toppings Op.30: Put in oven and grill 10 sec. 5 12 sec. 20 sec.

Italian Herbs Oat & Honey

Size6 12

ToppingPepper Onion Olive Lettuce Cucumber

Grilled?Yes No

11

VC Concepts and Functionalities (cont.)

_________________________________ORDER # 1234 Item: Qty: BreadRegular

Super Task List (Routing) (cont.)

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________No

Italian B.M.T. 1

Italian B.M.T. RoutingOp.10: Pick and Slice Bread Op.20: Pick and apply toppings Op.30: Put in oven and grill 5 sec. 8 sec. 12 sec. 20 sec.

Italian Herbs Oat & Honey

Size6 12

ToppingPepper Onion Olive Lettuce Cucumber

Grilled?Yes

12

VC Concepts and Functionalities (cont.)

_________________________________ORDER # 1234 Item: Qty: BreadRegular

Super Task List (Routing) (cont.)

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________No

Italian B.M.T. 1

Italian B.M.T. RoutingOp.10: Pick and Slice Bread Op.20: Pick and apply toppings Op.30: Put in oven and grill 5 sec. 8 sec. 20 sec.

Italian Herbs Oat & Honey

Size6 12

ToppingPepper Onion Olive Lettuce Cucumber

How does it work? Dependencies! VC Concepts and Functionalities (cont.)

Grilled?Yes

13

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Multi-level Bills Of Materials:For more complex products, configuration can be done at any BOM level Characteristic values can be passed from any level to any level Purchase Orders for lower level materials can therefore be configuredColor = bluecar interior seats fabricPurchase Order Production Order

engine

body

_________________________________dashboard

_________________________________frame14

VC Concepts and Functionalities (cont.)

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Dimensions (geometrical measures) can be configured and inferred Example: Window size: width = (2 x w1) + w23 variables, one equation Any 2 variables must be assigned values (not all of 3) Last value is inferred*width w1 w2

VC Concepts and Functionalities (cont.)

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Price configuration:Pricing in SD (based on conditions) will read the characteristic values of a configurable material Price is therefore dynamically calculated during configuration in the Sales Order entry screen More details in Exploiting Variant Configuration for Use in Advanced Planning and Modeling session

Variant Configuration Knowledge BaseMaterial MasterMaterial Type: KMAT Desc.: Italian B.M.T. Variant Class:

_________________________________Pricing Conditions...

_________________________________ _________________________________ _________________________________

Variant ClassDesc.: Italian B.M.T. Type: 300 Characteristic: Bread TypePossible Values: Regular Italian Herbs

Super BOMItem 10: Item 20:

Super RoutingOp. 10 Op. 20

Configuration ProfileOrder BOM BOM explosion User Interface

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Characteristic: LengthPossible Values: 6 12

DependenciesPrecondition (PC) Selection Condition (SC) Procedures (P) Constraints (C)

Which SAP Applications Use VC?

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Configurable object typesSales Orders and Production Orders (SD and PP) Sales Order is configured Order BOM (or not) Configuration results passed to Production Order Maintenance Order (PM) Network Order (PS) Purchase Orders (MM): Material or Services

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Variant Configuration Knowledge BaseMaterial MasterMaterial Type: KMAT Desc.: Italian B.M.T. Variant Class:

_________________________________Pricing Conditions...

_________________________________ _________________________________ _________________________________

Variant ClassDesc.: Italian B.M.T. Type: 300 Characteristic: Bread TypePossible Values: Regular Italian Herbs

Super BOMItem 10: ... Item 20: ...

Super RoutingOp. 10 ... Op. 20 ...

Configuration ProfileOrder BOM BOM explosion User Interface

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Characteristic: LengthPossible Values: 6 12

DependenciesPrecondition (PC) Selection Condition (SC) Procedures (P) Constraints (C)

Classification: Characteristics

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Characteristics are standard SAP Classification objects They represent the possible options you will need to set when configuring a product VC is about assigning values to characteristics (value assignment)Values can also be deducted and/or inherited

Classification: Characteristics (cont.)

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Example of characteristics and value assignments:[Type of engine] Possible values: 4 cylinder, V6, V8 [Length of shaft] Any value within the range 3040 CM [Gloss finish?] Yes or No [Toppings] Pepper, Olive, Onion, etc.

Classification: System Menu

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Variant Configuration menu is in Logistics Central Functions Characteristics maintenance: transaction CT04 Classes maintenance: transaction CL02

Classification: Characteristics

_________________________________ _________________________________ _________________________________FORMAT: Numeric: Length, weight, etc. May be used for calculations Has a Unit of Measure Character: alphanumericNote: other formats (Date, Time Currency) are not allowed in VC

Characteristics maintenance

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For numeric formats only

Enforces value assignment24

Classification: Characteristics (cont.)

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________Other values can be assigned (format must be respected)

Allowed values:Specific value(s) Interval(s) 100-200 Combinations = 200

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Default Value

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Classification: Characteristics (cont.)

_________________________________ _________________________________ _________________________________ _________________________________Reference Characteristic: Refer to a table field

Others:

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Link to a Document (CAD drawing, JPEG picture, Word document, etc.) Values can also be assigned to Documents

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Classification: Reference Characteristics

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Reference Characteristics:Refer to a table field Example: Characteristic BOM_QTY refers to table-field STPO-MENGE Two functions: Read information Example: Read PLANT or CUSTOMER (because value assignment may be dependent on those) Change field content with dependencies: Change BOM quantity or Operation Duration (based on value assignment)

Classification: Reference Characteristics (cont.)Tables whose field values can be changed by dependencies:STPO: PLPO: PLFH: PLFL: SDCOM: MMCOM: BOM item fields Operation fields (Routing) PRT fields Sequence fields Structure between SD and VC Structure between MM and VC

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Tables whose field values can be read by dependencies:VBAK: VBAP: VBKD: MAEPV: MAAPV: VEDA: VBPA_XX: Sales Order header data Sales Order Item data Commercial data Material Master data Material Master fields Contract data Partner tables (sold-to, ship-to, bill-to, payer)

Classification: Classes

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Variant Class:Classes mostly group together characteristics One characteristic can be assigned to many classes Classes of class type 300 collect and manage the characteristics to which you assign values in the Sales Order

Transaction CL02: (create/change/display)

Classification: Class Maintenance

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Class: Basic Data

Classification: Class Maintenance (cont.)

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Class: Characteristic assignment

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Variant Configuration Knowledge BaseMaterial MasterMaterial Type: KMAT Desc.: Italian B.M.T. Variant Class:

_________________________________Pricing Conditions...

_________________________________ _________________________________ _________________________________

Variant ClassDesc.: Italian B.M.T. Type: 300 Characteristic: Bread TypePossible Values: Regular Italian Herbs

Super BOMItem 10: Item 20:

Super RoutingOp. 10 Op. 20

Configuration ProfileOrder BOM BOM explosion User Interface

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Characteristic: LengthPossible Values: 6 12

DependenciesPrecondition (PC) Selection Condition (SC) Procedures (P) Constraints (C) 33

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Master Data: Material Master

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Basic Data view:Configurable Material flag Material Type KMAT has flag set by default

Classification:Assign variant class

Sales view: Item Category group (0002 or 0004) MRP views:MRP type: not ND Lot size: EX Strategy group

Master Data: Material Master (cont.)

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Basic Data 2 view:

Classification view:

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Master Data: Material Master (cont.)

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Sales org. 2 view:

Master Data: BOM

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Super BOM:Regular BOM that contains all possible components for all possible variants Dependencies will act as filters

Item category:L: Stock item N: Non-stock item (example: next level configurable material) K: Class item (use class type 200) R: Variable-size item

Master Data: BOM (cont.)

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Transaction CS01/CS02/CS03:

Master Data: BOM (cont.)

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Class item (category K) (aka Class node)You assign a class (type 200) as a BOM item Example: Class: COLOR Characteristic: COLOR Possible values: Blue, Red, Green You assign this class to materials (possible components) and classify them: Material Raw1 Blue Material Raw2 Red Material Raw3 Green During value assignment (configuration), you assign a value to this item (example: Red), and the BOM component is determined accordingly

Master Data: BOM (cont.)

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Class nodes are a simple way to handle some basic product configuration (without using Object Dependencies)

Master Data: Task List (Routing)

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Super Routing:Same principle as Super BOM Regular routing that contains all possible sequences, operations and PRTs for all possible variants Dependencies will act as filters

Note that dependencies can be assigned to sequences (alternative and parallel), operations, and PRTs

Master Data: Task List (Routing) (cont.)

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Transaction CA01/CA02/CA03:

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Variant Configuration Knowledge BaseMaterial MasterMaterial Type: KMAT Desc.: Italian B.M.T. Variant Class:

_________________________________Pricing Conditions...

_________________________________ _________________________________ _________________________________

Variant ClassDesc.: Italian B.M.T. Type: 300 Characteristic: Bread TypePossible Values: Regular Italian Herbs

Super BOMItem 10: ... Item 20: ...

Super RoutingOp. 10 ... Op. 20 ...

Configuration ProfileOrder BOM BOM explosion User Interface

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________44

Characteristic: LengthPossible Values: 6 12

DependenciesPrecondition (PC) Selection Condition (SC) Procedures (P) Constraints (C)

Object Dependencies

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Precondition:Can a characteristic (or characteristic value) be selected?

Selection condition:Must a characteristic (or characteristic value) be selected?

ProceduresInfer values (including to reference characteristics) Recursive, in sequence

Constraints (see VC Advanced presentation)Infer values, and consistency check Assigned to configuration profile only

Object Dependencies: Precondition

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Precondition:Can a characteristic (or char. value) be selected?

Assigned to:Characteristic Characteristic value

Examples:Characteristic TANDEM_SADDLE appears in the value assignment screen only if BIKE_MODEL = Tandem Characteristic value 21 gears of characteristic GEARS appears only if BIKE_MODEL = Mountain

Object Dependencies: Selection Condition

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Selection Condition:Must a characteristic (or characteristic value) be selected?

Assigned to:Characteristic value BOM items, Routing (operation, sub-operation, sequence, PRT)

Examples:BOM item Italian bread selected if BREAD_TYPE = Italian Bread Characteristic SPEAKER_TYPE selected only if OPTION = STEREO System

Object Dependencies: Procedures

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ProceduresInfer values (including to reference characteristics) Recursiveness (in sequence), and can be overwritten

Assigned to:Characteristic and characteristic values BOM items (for example, to change the quantity) Routing operations (for example, to change standard values)

Examples:BOM quantity of BREAD is 0.5 if BREAD_SIZE = 6 Operation Preparation is 5 seconds if one topping, 10 seconds if two toppings, etc. Characteristic value of BREAKING_SYSTEM is set to ABS if CAR_ENGINE is set to V6 or V8 48

Object Dependencies: Dependency Editor

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Not ABAP, not a programming language (more like a script) Operators: AND, OR, NOT, IF, >, , Arithmetic expressions:+,-,*,/ Standard functions: cos, sin, ceil, floor, etc.

Object variables:$root: refers to header material in a configuration $self: refers to the current object $parent: refers to instance above $self

Note that ABAP function modules can be called in dependencies as variant functions

Object Dependencies: Selection Condition

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In our Italian B.M.T. example:Lets assign Selection Conditions to each of the BOM items:

Double click

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Syntax check50

_________________________________

Object Dependencies: Selection Condition (cont.)

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In our Italian B.M.T. example: (cont.)Lets assign Selection Conditions to Operations:

Double click

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Object Dependencies: Selection Condition (cont.)

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Lets set the Pick and Slice bread operation time to:5 seconds if bread size = 6 20 seconds if bread size = 24 (Else time remains 10 seconds)

In the routing, operation 10, click on Object Dependency Procedure

Object Dependency: RecapAssigned toPrecondition (PC)Can a characteristic (or char. value) be selected? Must a char. (or char. Value) be selected? Infer values, including reference data (overwrite, recursive)N/A

_________________________________CharacteristicEx.: Char. Tandem_saddle appears as selectable only if BIKE_MODEL= Tandem

BOM item Routing Op.

Characteristic ValueEx. Value 21 gears (of char. GEARS) appears as selectable only if BIKE_MODEL = Mountain

_________________________________ _________________________________ _________________________________ _________________________________

Selection Condition (SC)

Ex.: BOM item Racing Handlebar selected if BIKE_MODEL = Racing Ex.: Operation Install Modem selected if EXTRAS = Modem Ex.: If VERSION = PC Deluxe, then there are two DVD Drive (BOM qty) Ex.: If FINISH = Gloss, then Op.Time = Op.Time + 10 minutes

Ex.: Char. TANDEM_SADDLE must be assigned a value if BIKE_MODEL = Tandem

N/A

_________________________________ _________________________________

Procedure (P)

Ex.: If Char. ACCESSORIES selected, then BOM quantity of item SHIPPING BOX set to 2.

Ex.: Char. value of char. BRAKING SYSTEM is set to ABS if ENGINE_TYPE = V6 or V8

_________________________________ _________________________________ _________________________________

53

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Variant Configuration Knowledge BaseMaterial MasterMaterial Type: KMAT Desc.: Italian B.M.T. Variant Class:

_________________________________Pricing Conditions..

_________________________________ _________________________________ _________________________________

Variant ClassDesc.: Italian B.M.T. Type: 300 Characteristic: Bread TypePossible Values: Regular Italian Herbs

Super BOMItem 10: .. Item 20: ..

Super RoutingOp. 10.. Op. 20 ..

Configuration ProfileOrder BOM BOM explosion User Interface

_________________________________ _________________________________ _________________________________ _________________________________

Characteristic: LengthPossible Values: 6 12

DependenciesPrecondition (PC) Selection Condition (SC) Procedures (P) Constraints (C) 55

_________________________________ _________________________________

Configuration Profile

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Defines the configuration scenario:PldOrder Order Set Order BOM Multi-level configuration

User Interface design:Allowed screen, default screen

Availability Checks

Configuration Profile: Example

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Transactions CU41/CU42/CU43:

Configuration Profile: Example (cont.)

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Detail screen:

_________________________________ _________________________________

priority description class type

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Note: More will be covered in the Exploiting Variant Configuration for Use in Advanced Planning and Modeling session

then SAVE58

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Simulation

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Our model is now functional Transaction CU50 allows us to simulate our configuration:Value Assignment (Configuration)

Simulation (cont.)

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Simulation (cont.)

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Simulation (cont.)

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RESULT (BOM)

RESULT (Routing)

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Italian Bread QTY = 1

Two operations Op.10 Std Value = 10 sec

_________________________________ _________________________________63

Simulation (cont.)

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Back to configuration screen: 24 (double) No grill

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Simulation (cont.)

_________________________________ _________________________________RESULT (Routing)

RESULT (BOM)

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Italian Bread QTY = 2

Op. 20 (grill) not selected Op. 10 Std Value = 20 sec

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What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Configuration Cockpit

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Transaction PMEVC One of the difficulties in VC, when modeling, was to have all the information available at your fingertips (i.e., without having five sessions opened!) This cockpit solves that issue: It allows you to navigate through all relevant objects (characteristics, dependencies, )

Configuration Cockpit (cont.)

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Other Topics (Addressed in a Subsequent Presentation)

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Variant Pricing (SD, MM) Material Variants (Type Matching) More on Object DependenciesConstraints, Variant Tables

Configuration scenarios:Order BOMs, Order Set (CU51) Process flow: Sales Order, Engineering, Multi-level Configuration

Planning for VCMake-to-Stock? Make-to-Order? Engineer-to-Order? Assemble-to-Order? Planning Strategies Characteristics Based planning

Other Topics (Addressed in a Subsequent Presentation) (cont.)

_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________70

Engineering Change Management (ECM) and Order Change Management (OCM) Technical:Client management Performance issues

Sales Configuration Engine (SCE) and Internet Pricing and Configuration (IPC) Modeling tips Variant Configuration Project

What Well Cover

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Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up

Resources

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http://help.sap.comhttp://help.sap.com/saphelp_erp2005/helpdata/en/92/58d45541 7011d189ec0000e81ddfac/frameset.htm

SAP PLM145 course Variant Configuration: Modeling and Integration

7 Key Points to Take Home

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You now understand the working principles of SAP VC, and you are able to build a simple, working model but you feel that you just touched the tip of the iceberg SAP VC is a powerful and flexible tool, and can be quite complex SAP VC spans the whole organization (sales, engineering, production, etc.)

7 Key Points to Take Home (cont.)

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It is obvious that a VC project is not just implementing another module There are many ways to make VC work for you, but the goal is to find the optimal way (functionalities, performance, maintenance, etc.) You need to learn more in our next session

Your Turn!

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How to contact me: Jean-Yves Popovic [email protected]

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Notes: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

Wellesley Information Services, 990 Washington Street, Suite 308, Dedham, MA 02026

Copyright 2008 Wellesley Information Services. All rights reserved.

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© 2008 Wellesley Information Services. All rights reserved. VC 101: A Beginner’s Guide to Variant Configuration Jean-Yves Popovic ADELANTE 1 What We’ll Cover … Introduction Variant Configuration concepts Classification Material Master, BOMs, and Task Lists Object dependencies Configuration profiles Simulation Other topics Wrap-up 2 Why Are We Here? If you manufacture complex products, or multi-variant products … If you need to offer your customers high levels of customization (configuration) … If you can’t possibly keep all possible variants in stock, but you need flexibility and fast reaction to market demand … If Sales, Engineering, Planning, and Production are overwhelmed with an enormous amount of data to create and maintain … _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
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