Defining a Configuration Profile

Objective

After completing this lesson, you will be able to define a configuration profile and use different configuration scenarios.

Configuration Profile

You define essential settings for materials in the configuration profile. These options are restricted for other configurable object types.

Diagram showing a link to a variant class with three alternatives: Material, Classification menu, and Configuration profile. Below, it lists processing modes, defining the configuration scenario, and other control parameters.

You select a class type.

You set the processing mode:

  • Classic (LO-VC)
  • Advanced Variant Configuration (AVC)

You can define settings that affect configuration. You define these settings for each object, and they apply to the object wherever it is used. However, you can overwrite these settings with your own settings in the configuration editor (Classic = LO-VC).

You can specify an interface design (Classic = LO-VC) or grouping characteristics (Advanced Variant Configuration = AVC) together on the value assignment screen.

You can use the configuration profile to assign dependencies to a configurable object. Dependency nets can only be assigned to a configuration profile. If you assign actions and procedures to the configuration profile, you can manage them more easily because they are all in one place.

For materials, you must also maintain configuration parameters for BOM explosion. Depending on the configuration parameters you set, other fields in the configuration profile are hidden or shown.

The configurable material must be assigned to at least one variant class. This link is usually a material-to-class allocation only, without assigning values. Assigning values would restrict the allowed values.

You can assign a material to a class in the following ways:

  • In the material master record (classification data)

  • In the classification menu (maintain assignment)

  • In the configuration profile (class assignment)

Configuration Profile: Scenario: Planned /Production Order Without BOM Explosion

The following video explains a scenario for a Planned/Production Order without BOM explosion.

Configuration Profile Scenario: Order BOM

Flowchart depicting sales and technical order processing with a hierarchical structure for lift components. It highlights sales order configuration, interactive multilevel configuration, type matching, and BOM maintenance.

Purpose

You choose this processing method if the BOM of the material that was configured in the sales order is to be changed on a customer-specific basis. In the Sales Order screen, assign values to the characteristics.

Under AVC, the BOM is also exploded here. If available and set appropriately, it can be configured on multiple levels. If available and set appropriately, you can do an engineer-to-order (ETO) process.

Under LO-VC, in the standard process, the BOM is not exploded. The BOM components are not dependent until the order BOM is processed determined by the characteristic value assignment. Without a BOM, you can also configure only one level first. However, under LO-VC, there are also deviations from this standard. Using a special flag (maintenance in order allowed), a BOM explosion can be reached. A multilevel configuration is then also possible.

Prerequisites

The configuration profile of the configurable material specifies the "order BOM" process with BOM explosion.

Flowchart depicting a forklift sales process, including configuration levels and value assignments for sales order 10 T-FC797. The diagram highlights characteristics such as mast height and tonnage capacity.

Create a sales order, and enter the configurable material as an order item.

You see the configuration editor, where you assign values to the characteristics of the material.

As you enter characteristic values, dependencies for the characteristics and values are processed.

Under AVC: Bill of Material is exploded in the sales order. Under LO-VC, we do not have a BOM in the sales order. (This is standard under LO-VC. We also have a BOM explosion under LO-VC, if you use flag "maintenance in order allowed".)

If you have a BOM explosion in the sales order, characteristics can be subordinate configurable materials that are not valuated in the sales order.

The header material appears as a sales order item.

You can also create an order BOM for a quotation.

Flowchart illustrating technical order processing for a lift's Bill of Materials (BOM), showing stages from super BOM to order BOM with value assignments. Key notes include BOM master data, order changes, and configuration levels.

Procedure:

  • If you've created a sales order, process the Order BOM using special apps or transactions. In these apps and transactions, explodes the entire structure of the order BOM. You can assign subordinate configurable assemblies.

  • Under AVC, you can also change the configuration of header material.

  • In the technical clarification, you define which assemblies must be changed and which new assemblies are required.

  • You can make the following changes to an order BOM:

  • Change BOM items (such as B. quantity); insert items; delete items;

  • Copy items; Cut items; Replace class items manually in LO-VC.

Under LO-VC only: Result-oriented order BOM:

  • If you set this indicator, the configured order BOM is saved with all manual changes.

  • If you do not set this indicator, the super BOM is saved with all manual changes and object dependencies (selection conditions and procedures). When you call the BOM, the selection conditions are processed automatically and only the selected items are displayed.

Under LO-VC only: Automatic fixing:

  • If this indicator is set, you can use the maintenance function to save an order BOM, even if no changes are made to the BOM.

  • If this indicator is not set, an order BOM is only created if you make manual changes to the BOM.

Under LO-VC only: Maintenance allowed in Sales Order

The Maintenance in order allowed indicator allows you to go to the engineering view without leaving sales order maintenance.

In the sales order, you see a button labeled Engineering:

  • This means that the assigned values are temporarily fixed.

  • The BOM can be exploded.

  • You can do a multilevel configuration.

  • You cannot maintain an order BOM in the sales order.

A series of screenshots showing options to manage an Order Bill of Material and Order Engineering Item Details. The interface includes tables with lists of components and their descriptions, quantities, and valid dates.

Additional possibilities under AVC:

There are two additional apps:

If engineer-to-order production is recognized as required in the sales order, then this sales order ends up in the "Order Engineering Worklist". From here, you can the engineering process.

You can change the configuration. You can create order BOMs. In the order BOMs, you can create, change, and delete items.

There's another app for managing existing order BOMs.

How to Perform BOM Scenario with SAP Advanced Variant Configuration

Watch the following simulation and understand a possible engineer to order scenario.

How to Order BOM with flag Maintenance In Order Allowed: LO-VC Scenario

The following simulation starts with a change inside the configuration profile. In this case, a maintenance in order is allowed. Then a sales order is going to be created.

Configuration Profile Scenario: Sales Order (SET Processing)

Watch the first video of SET processing inside a Sales Order.

Process Flow

Create a sales order and enter the configurable material as an order item. You see the configuration editor, where you assign values to the characteristics of the material. You can then display the result of the BOM explosion by choosing Result. You see all the sales-relevant BOM components that are selected according to the values assigned.

Watch the second video of SET processing inside a Sales Order.

How to Perform Sales Order (SET): AVC with Scenario

Watch the following simulation for the SET processing inside a sales order. First, you're going to check the SET materials inside PMEVC. Then you create a sales order and add the SET material as items. At the end, you save the sales order and check the stock for the SET material.

Scenario: Planned - / Production Order with BOM Explosion

The following video shows a Planned / Production Order scenario with BOM explosion.

How to Perform Planned / Production Order with BOM Explosion: AVC with Scenario

Watch the following simulation, which shows a Planned/Production order scenario with BOM Explosion. As a first step, the configuration profile is checked. Then you simulate the BOM explosion. As a last step, you create a sales order.

Create and Test a Configuration Profile

In the model for the forklift configuration task, you have to create the configuration profile. Watch this simulation which shows the creation of the profile for advanced VC.

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