This activity is used to create a configuration for a configurable part.
This activity is intended for a B2B user acting as B2B Customer.
You can perform this activity from the lobby page Order Management for
Customers and the lobby element for Shopping Cart.
When creating the configuration, you define the characteristics and options
required to build it. A configuration is a unique combination of
characteristics and options that is used in conjunction with a configurable
part. If sales rules are connected to the configurable part and revision,
the sales rule engine is executed automatically when a characteristic or
characteristic option value is defined. All sales rules are executed upon
any change of characteristic or option value in the Characteristic group.
The status of the configuration for a shopping cart line/ component
line in “Product Components” page is always set to To Configure at
the start of a configuration. This is the status of the configuration until
an active decision to complete the configuration process. The Complete
command in the header of the Edit Configuration page
represents this decision. When executing this option, the status is updated
from To Configure to Configured. Once the status of the
shopping cart line/ component line is set to Configured, an order can
be submitted it further processing.
The Revise command is the
way to unlock a configured configuration for edit. For a shopping cart line/
component line in Configured status, the Characteristics group in
Edit Configuration page is locked for editing until this command
is used, i.e., this action resets the status of the line from Configured
to To Configure.
Note: The Shopping Cart is also possible to reach from
Products page, Product Detail page and
Favorite Products page.
Note: The column Value Info in the Edit
Configuration/Characteristic group views important information
regarding a selected characteristic option value.
Note: If the option Allow Incomplete Configuration
For B2b is selected for the configuration family, then the Complete command
is enabled at all times. Else it is only enabled when all required
characteristics are defined for the configuration.
As a result of this activity, a configuration is connected to the part on
the shopping cart line/ component line. If the combination of
characteristics and options is new, a new configuration ID is created. If
not, the configuration ID for the defined combination is used.