TeamcenterKnowledge

Structure Management on Active Workspace ─ Usage

Solve the modular configuration using intents and conditional module

You can use intents to scope the modular configuration before performing a solve. Teamcenter configures out modules and their features based on intents specified by the configurator administrator.

You can refine the modular configuration by using variant conditions on modules. For example, when configuring a marketing-specific solution, you can filter out modules not intended for marketing by authoring a variant condition on the module and setting the appropriate intent.

Prerequisites

FuelType

Petrol

Electric

FuelType=Electric

Manufacturing

FuelType

Procedure

  1. In the search box, type the item revision name, open the item revision, and switch from Details > Variant Configuration.
  2. Choose one of the following modes: In the Guided mode, only valid features are displayed. This mode allows you to navigate only valid selections and configurations. If no configuration is applied, a model opens in guided mode, and the system guides you to select a valid group of features in which to configure a product. Every time a selection is made, the system reevaluates the rules and refreshes the list of features. Guided mode supports both complete and partial configurations. In the Manual mode, all available features, including variants that are not valid in the current context, are displayed. In this mode, you can look at the entire variability, choose a variety of features, and assess if those selections are valid based on the configurator rules. You can validate your selections and save your configuration. If there are any conflicting constraints, the system reports violations as error messages and specifies the conflicting selections. While radio buttons are displayed for making selections in Guided mode, check boxes are displayed for Manual mode.
  3. Apply filter criteria and validation mode. Click Settings to view the Profile Settings panel. In the Filter Criteria section, choose the product hierarchy depth. The default value is 1 and the maximum is 5. Change the snapshot revision rule, effectivity, and rule date policy as appropriate. For more information, see filter configurator data by revision rule, effectivity, rule date, and intent. In the VALIDATION MODE section, choose a mode from the drop-down list. Order (default profile) This mode is intended for a user who wants to quickly arrive at a 100% BOM. You can use a 100% BOM to create a prototype, perform simulations, compute the price, calculate the weight of the product, or visualize the structure. Overlay This mode does not expect you to specify the complete configuration. It is intended for developing a new product or making changes to an existing product.
  4. In the Variant Configuration view, observe the module hierarchy. Note that two modules, BatteryModule and SeatEcoModule are configured out due to some constraints or rules.
  5. Select a product model.
  6. Select each group from the list in the left panel and make the necessary feature selections in the work area.
  7. (Optional) To find the required selections, choose More Commands > Next Required or Previous Required as appropriate.
  8. (Optional) To find user and system selections, click Full Screen, choose Selection Summary, and select All from the Selection Type list. When the product hierarchy depth is greater than 1, the Selection Summary panel shows an additional column, Module. This column displays where the selection has been made, that is, the module, family, feature, and type of selection.
  9. Make all the required selections. You can make selections at the root level and child level modules (configurator context levels). In the Guided mode, the validation happens for each of your selections, and its configuration completeness is displayed automatically. If you are in the Manual mode, when you click Expand or Validate, the current selections in the UI are validated or expanded, respectively. With modular configuration, along with configuration completeness, a module completeness check is also done. The configuration completeness is standard for all product structures, irrespective of the modular configuration. The completeness indicator at the top of the view displays one of three states: Valid and Complete, Valid and Incomplete, and Invalid. Valid and Complete (applicable for both guided mode and manual mode) Valid and complete means that the BOM is targeting a complete structure, that is, a 100% BOM. When a configuration is valid and complete, you could take this configuration input and execute an order entry in the order system. When a configuration is valid and complete, you can take this configuration input and perform a cost or a weight rollup, compute the center of gravity, or perform a digital analysis of that product. On the contrary, if you do not see this completeness indicator, you should not typically perform the above action. It means that you have less content or more content. When a configuration is valid and complete, it assigns a value to every family. This is irrespective of whether the family is mandatory or discretionary. Valid and Incomplete (applicable for both guided mode and manual mode) In guided mode, you can select Next Required or Previous Required to navigate to the next or the previous family or the feature that requires a value to be assigned to complete the configuration. In the case of modular configuration, Next Required or Previous Required takes you to the next module after reaching the last incomplete family of the last group. Invalid (applicable for manual mode only) It means that the input criteria is invalid based on the configurator rules set in the current configurator context.
  10. Click Clear All to clear all your selections.
  11. Select an intent to scope down the structure. Note Modules that are already configured out due to variant conditions remain configured out when intents are applied. Click Settings and select Marketing from Snapshot Intents. In the Variant Configuration view, observe the module hierarchy. Note that two additional modules, ElectricEngineModule and PetrolEngineModule are configured out. This is because you have selected the Marketing snapshot intent to scope the configuration before performing a solve. Select a product model such as M1. The system makes all the required selections based on constraints and the configuration becomes valid and complete. Click Apply Configuration. The BOM lines are configured according to the applied configuration. Before applying the configuration: After applying the configuration: