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Baan/LN Tip of the Week: Product Configurator - Part 2

Baan Tips

Kathy Barthelt 0 137260 Article rating: 3.0
Who gets involved?
  1. Most commonly Engineering is involved in writing the rules, creating the bills and routings.
  2. Sales or Customer Service determines the questions and the order they are asked in.
  3. Sales or Customer Service determines the rules for the pricing.
  4. Sales, or Customer Service, and Engineering work together in determining the part number, description and text.

What are the steps?

  1. You must start by defining the features and options (questions and answers) and the order in which these are asked. We work this out first using sticky notes and large easel paper. Normally during the process we find that we want to move these questions around. Setting them down on paper makes the process of getting the data into Baan much more efficient. We also then have a record of what decisions were made prior to entering the data. This is normally a joint effort of Engineering and Sales. This is required and must be the first step.
  2. Constraints for features and options. These are the rules for determining what questions are asked and which options are allowed. This is generally done by Engineering or whoever is responsible for the configurator. This is required.
  3. Generic Bill of Material. All possible bill options are entered here and constraints are written to determine which options are selected based on the answers to the questions. This is generally done by Engineering or whoever is responsible for the configurator. This is a required step.
  4. Generic Routing. Similar to the bill of material, but used for generation of the routing steps. This is generally done by Engineering or whoever is responsible for the configurator. This is optional.
  5. Generic Item Data. This consists of creating custom item numbers, descriptions, text, material, size or standard fields in the custom item master. This is generally done by Engineering or whoever is responsible for the configurator though Sales may have some involvement. This is optional.
  6. Generic Pricing. This is used to calculate the selling price based on the answers to the questions. This is normally a responsibility of Sales or whoever determines the pricing. This group is also trained on writing the constraints for this section only. This is optional.

Tips:  LX | BPCS | M3

Tips: LN | Baan

For years, paper work instructions have been a standard part of manufacturing. They were easy to distribute, simple to update, and familiar to operators.

But manufacturing has changed. Products are more complex, customer expectations keep rising, and as experienced employees retire, new hires often need to become productive faster than ever before. As a result, many manufacturers are rethinking how information is delivered on the shop floor.

The Challenge with Paper

Paper work instructions create several common challenges:

  • Multiple versions of the same document
  • Outdated instructions remaining at workstations
  • Time spent searching for the correct information
  • Longer training periods for new employees
  • Inconsistent processes between operators

On their own, none of these seem like a major problem, but together they add up to real quality and productivity issues.

A Shift Toward Digital Work Instructions

One trend we're seeing across the manufacturers we work with is a move toward digital work instructions. Rather than relying on printed documents, operators receive the latest approved instructions directly at their workstation, along with supporting images, videos, and other visual aids. This helps ensure every operator is working from the same information, every time.

Manufacturers making this shift are also gaining new capabilities they didn't have with paper: capturing production data directly from the shop floor, improving traceability, and supporting standardized work across shifts and facilities.

What Manufacturers Are Reporting

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