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正通_106574674-Participant
4-Participant
December 9, 2023
Question

Sales options and design options

  • December 9, 2023
  • 2 replies
  • 2063 views

I am using Windchill PDMLink Release 11.0 and Datecode with CPS M030-CPS19 

How to establish a mapping relationship between sales options and design options in the system? What is the best practice?

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Translated the text from Simplified Chinese to English using google translate

Subject - 销售选配和设计选配
Body:      销售选配和设计选配之间，如何在系统中建立映射关系？最佳实践方式是什么？

 - By community Moderation Team

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    2 replies

    avillanueva
    23-Emerald I
    avillanueva23-Emerald I
    23-Emerald I
    December 11, 2023

    You need to look at Options and Variants:

    https://support.ptc.com/help/wnc/r12.0.2.0/en/#page/Windchill_Help_Center%2FOptionsOVCapabOview.html

    This is a link for Rev 12 but should be similar to 11. There should be similar pages in Rev 11 help guides.

    H
    Hari_Vara16-Pearl
    16-Pearl
    December 12, 2023

    Hi,

    Some years back, I too had an use case to link Sales Choice to Design Choices (Not Actually the Options).

    I piloted one solution using Include Rules. You may want to go in that direction to check the feasiblility.

    Best Regards

    Hari

    S
    Sulibo14-Alexandrite
    14-Alexandrite
    December 13, 2023

    Hello @Hari_Vara ,

    Would you tell more about how to make links between sales options and design options ?

    I have the same confusion with sales and design options,
    In windchill sales and design options both can generate a new BOM,

    But what are differences between them?

     

    H
    Hari_Vara16-Pearl
    16-Pearl
    December 13, 2023

    Hello Sulibo,

    Design Option and Sales Option are just Subtypes of the Parent Type "Option". By default in Windchill, Sales Option is set as Hidden and non-Instantiable. You can easily turn it ON in "Type and Attribute Management".

    On the functionality, its just how you want to offer the product Variability to Customer (Sales option) and Internal Product Configuration (Design Option).

    For Example, For a Sales Point of View, it can be just a simple "Base", "Delux" or "Premium" Variant, but internally (Design), the Option will mean a "Technical Solution" where Base can mean as 1.1 Litre Engine, , "Delux" can mean a "1.1 Litre Engine with Turbo" and "Premium" can mean "1.3 Litre Engine with Turbo and Auto Transmission".

     

    Please explore the include Rules, after turning ON the Sales Option Subtype.

     

    Best Regards

    Hari

     

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