## Getting Started with JD Edwards EnterpriseOne Configurator

This chapter discusses:

- JD Edwards EnterpriseOne Configurator overview.

- JD Edwards EnterpriseOne Configurator integrations.

- JD Edwards EnterpriseOne Configurator implementation.

### JD Edwards EnterpriseOne Configurator Overview

Configurator is a tool that automates the selection and configuration of highly complex products. Highly complex products have related features and options. A relationship results when an association or correlation between the features and options or associated parts exists within its subassemblies. Configurator enables a manufacturer to configure its existing product to the detailed and specific requests of its customers. Configurator also guides users in the creation of configured end-item product through product definition (features and options), rules, and calculations. The result is a valid, highly configured product.

### JD Edwards EnterpriseOne Configurator Integrations

JD Edwards EnterpriseOne Configurator from Oracle works with other JD Edwards EnterpriseOne applications to ensure that all information is fully integrated into supply chain management. The configurator is a business enabler for configuring manufactured and assembled end-item products. It is a front-office-to-back-office product. The JD Edwards EnterpriseOne Configurator features seamless integration with these Oracle products: JD Edwards EnterpriseOne Inventory Management, JD Edwards EnterpriseOne Sales Order Management, JD Edwards EnterpriseOne Procurement, JD Edwards EnterpriseOne Manufacturing, and JD Edwards EnterpriseOne Distribution systems. In its simplest form, it integrates sales with manufacturing—from entering the sales order to generating the work order to shipping the product to the customer.

JD Edwards EnterpriseOne Inventory Management

The JD Edwards EnterpriseOne Inventory Management system stores item information, sales and purchasing costs, and quantities that are available by location. You use JD Edwards EnterpriseOne Inventory Management to set up item information for configured items and their components, and configured subassemblies. Programs in JD Edwards EnterpriseOne Inventory Management define the configured item information, such as how the item is identified and stocked.

JD Edwards EnterpriseOne Product Data Management

The JD Edwards EnterpriseOne Product Data Management (PDM) system from Oracle enables you to organize and maintain information about each item that you manufacture. JD Edwards EnterpriseOne Configurator further defines the relationship between items and how they can be manufactured.

JD Edwards EnterpriseOne Shop Floor Management

The JD Edwards EnterpriseOne Shop Floor Management (SFM) system from Oracle enables you to control the flow of materials inside the plant by managing and tracking manufacturing work orders. It provides an effective way to maintain and communicate information that the system requires to complete production requests.

JD Edwards EnterpriseOne Configurator integrates with JD Edwards EnterpriseOne SFM to manage the work orders for configured items. However, before you can process work orders for configured items, you must enter business-specific information in the Shop Floor programs within the JD Edwards EnterpriseOne Manufacturing system.

JD Edwards EnterpriseOne Sales Order Management

The JD Edwards EnterpriseOne Sales Order Management system controls all aspects of processing sales orders. JD Edwards EnterpriseOne Configurator works with the JD Edwards EnterpriseOne Sales Order Management system to configure the way that you enter and process sales orders for configured items.

JD Edwards EnterpriseOne Procurement

The JD Edwards EnterpriseOne Procurement system controls all aspects of purchasing activities. JD Edwards EnterpriseOne Configurator works with JD Edwards EnterpriseOne Procurement to configure the way that you enter and process purchase orders for configured items.

JD Edwards EnterpriseOne Work Order Management

The JD Edwards EnterpriseOne Work Order Management system from Oracle controls the processing of work orders. JD Edwards EnterpriseOne Configurator works with JD Edwards EnterpriseOne Work Order Management to configure the way that you enter and process work orders for configured items.

JD Edwards EnterpriseOne Engineer to Order

The JD Edwards EnterpriseOne Engineer to Order (ETO) system from Oracle controls all aspects of project management, primarily in an engineer-to-order (ETO) environment. JD Edwards EnterpriseOne Configurator works with JD Edwards EnterpriseOne ETO to configure the way that you enter and process various order types for configured items, which are part of a project.

### JD Edwards EnterpriseOne Configurator Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Configurator system.

In the planning phase of the implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Configurator, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide.

#### Global Implementation Steps

This table lists the suggested global implementation steps for the JD Edwards EnterpriseOne Configurator system:

Step | Reference
1. Set up global user-defined code tables. | See Defining Document Type Constants for Work Orders.
2. Set up fiscal date patterns, companies, and business units. | See Setting Up Organizations.
3. Set up system next numbers. | See Setting Up Next Numbers.
4. Set up accounts. | See Creating the Chart of Accounts.
5. Set up general accounting constants. | See Setting Up Constants for General Accounting.
6. Set up multicurrency processing, including currency codes and exchange rates. | See Setting Up General Accounting for Multicurrency Processing.
7. Set up ledger type rules. | See Setting Up Ledger Types for General Accounting.
8. Set up address book records. | See Entering Address Book Records.
9. Set up default location and printers. | See JD Edwards EnterpriseOne Tools 8.98 Development Tools: Report Printing Administration Technologies Guide, “Working with Report Printing Administration”
10. Set up branch/plant constants. | See Entering Branch/Plant Information.
11. Set up manufacturing and distribution automatic accounting instructions. | See Setting Up AAIs in Distribution Systems.
12. Set up document types. | See Setting Up Document Type Information.
13. Set up shop floor calendars. | See Setting Up Shop Floor Calendars.
14. Set up manufacturing constants. | See Setting Up Manufacturing Constants.

#### Configurator Implementation Steps

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Configurator:

Step | Reference
1. Set up configurator constants. | See Setting Up Configurator Constants.
2. Set up configured item information. | See Defining Configured Item Information.
3. Set up configured item segments. | See Setting Up Configured Item Segments.
4. Set up cross-segment editing rules. | See Setting Up Cross-Segment Editing Rules.
5. Set up assembly inclusion rules. | See Setting Up Assembly Inclusion Rules.
6. Set up configured tables. | See Setting Up Configured Tables.