Set up a product configuration model

This article describes the steps for setting up and creating a product configuration model.

Task	Description
Create a product master.	Create a product master from the Product master list. Release the product master to all relevant companies. For a product master that is used as a version for a product configuration model or as a subcomponent, Constraint-based configuration must be selected as the configuration technology, and the configuration dimension must be selected only for the product dimension group.
Create components.	Create components on the Components page. Components are the building blocks of a product configuration model and can be reused in multiple product configuration models.
Create attribute types.	Create attribute types on the Attribute types page. Attribute types specify the set of data types for all attributes that are used in product configuration models. Attributes of the Boolean, Text with a fixed list, and Integer with a range types list the set of values that are available when you configure a product variant based on a product configuration model.
Create a product configuration model.	Create a product configuration model on the New product configuration model page.
Add attributes to a product configuration model.	Create an attribute on the Attributes FastTab on the Constraint-based product configuration model details page. Attributes describe the features of the product configuration model.
Add constraints to a product configuration model.	Create constraints on the Constraints FastTab on the Constraint-based product configuration model details page. Constraints are limitations that a product configuration must satisfy. Constraints are either expression constraints or table constraints.
Add subcomponents to a product configuration model.	Create subcomponents on the Subcomponents FastTab on the Constraint-based product configuration model details page. Subcomponents are related to components and are linked to items that represent the subcomponent.
Add user requirements to a product configuration model.	User requirements are similar to subcomponents, but they don't reference an item. You can think about user requirements as a phantom BOM. Any BOM lines or route operations that are placed directly under the user requirement will be collapsed into the parent component.
Add BOM lines to a product configuration model.	Create BOM lines on the BOM lines FastTab on the Constraint-based product configuration model details page. BOM lines represent a part that is required to build a variant of the product.
Add route operations to a product configuration model.	Create route operations on the Route operations FastTab on the Constraint-based product configuration model details page. Route operations represent a step in a sequence of steps that are performed to make a variant of the product.
Create an active version for a product configuration model.	Create an active version of the product configuration model on the Versions page. A version is the relationship between a product configuration model and a product master. A product configuration model that has an active version can be configured from a sales order, sales quotation, purchase order, or production order.
Test a product configuration model.	Test the product configuration model from either the Constraint-based product configuration model details page or the Product configuration models list page. Testing the product configuration models simulates the product model configuration process that occurs during order handling.
Create product configuration model template.	Create a product configuration model template on the Configuration templates page. A configuration template includes values for attributes in the product configuration model. Select the attribute values on the Configure line page. You can select to load a product model configuration template during product model configuration.
Configure an item.	Product configuration models can be configured from a sales order, sales quotation, purchase order, or production order.