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VC 101: A Beginners Guide to


Variant Configuration

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Jean-Yves Popovic
ADELANTE

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2008 Wellesley Information Services. All rights reserved.

What Well Cover

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Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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1

Why Are We Here?

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If you manufacture complex products, or multi-variant


products
If you need to offer your customers high levels of
customization (configuration)
If you cant possibly keep all possible variants in stock,
but you need flexibility and fast reaction to market
demand
If Sales, Engineering, Planning, and Production are
overwhelmed with an enormous amount of data to
create and maintain

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Why Are We Here? (cont.)

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Then you need to streamline the information flow


across your organization using SAP Variant
Configuration (VC)
This session will walk you through the steps of building
a simple VC model

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Who Should Use Variant Configuration?

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Example of industries relevant to SAP VC:

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Product
Complexity

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Aircraft
Automobiles

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PCs

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Pumps

Motorcycles

Elevator
Systems

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Bicycle

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Furniture
Mass
Production

What Well Cover

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Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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5

Why Variant Configuration (VC)?

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Why should VC be used:

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SUBWAY

Example: You operate a


franchise, you run SAP,
your pricing and lead time must be based on the exact
order (options)
The options youll be asked for the Italian B.M.T. are:

Bread

Bread
Length

- Regular
- Italian
- Herbs
- Oat and
Honey

&

- 6
- 12

&

(choose exactly one) (choose exactly one)

Toppings

Dressing

- pepper
- onion
- olive
- lettuce
- cucumber

- vinaigrette
- ranch
- caesar

&

32

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Grilled?

&

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- Yes
- No

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(choose any
combination)

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(choose one
or none)

(choose exactly one)

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(3 + 1)

(any + none)

= 2,048 variants!!

Why Variant Configuration (VC)? (cont.)

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In this example (and if there are no other restrictions),


your organization would need to create and maintain
2,048 data sets (Material Masters, BOMs, Task Lists,
Costing, and Pricing records)!
Plus:

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Maintenance: One more dressing option would add 512 new


data sets
Sales Order entry: Which material number to enter?
New rules or restrictions (Example: If Italian bread chosen,
dressing must be vinaigrette, etc.)

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Issue
7

VC Concepts and Functionalities

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Process flow:

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Super Routing

Super BOM

interior
seats
seats

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car

car
body
body
body

Op.10
Op.20

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dashboard
Op.30

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Sales/Customer Services

Engineering

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Production/Procurement

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Sales Quote

Sales Order

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Prod Order

Order BOM

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Purch Order

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VC Concepts and Functionalities (cont.)

Super-BOM

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ORDER # 1234
Item:
Qty:

Italian B.M.T.

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Italian B.M.T.
1

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Bread

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Regular
Italian

Pepper

Regular
Bread

Onion

Italian
Bread

Qty = 1
0.5

Herbs
Bread

Qty = 1

Oat & Honey


Bread

Qty = 1

Olive
Lettuce

Herbs
Oat & Honey

Qty = 1

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Size
6
12

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Topping

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Pepper
Onion

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Olive
Lettuce

Cucumber

Cucumber

How does it work? Dependencies!

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Grilled?
Yes

No

VC Concepts and Functionalities (cont.)

Super Task List (Routing)

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ORDER # 1234
Item:
Qty:

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Italian B.M.T.
1

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Bread

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Regular

Italian B.M.T. Routing

Italian

10 sec.

Op.20: Pick and apply toppings

12 sec.

Size

20 sec.

6
12

Op.30: Put in oven and grill

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Herbs
Oat & Honey

Op.10: Pick and Slice Bread

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Topping

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Pepper
Onion

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Olive
Lettuce

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Cucumber

Grilled?
Yes

No

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VC Concepts and Functionalities (cont.)

Super Task List (Routing) (cont.)

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ORDER # 1234
Item:
Qty:

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Italian B.M.T.
1

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Bread

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Regular

Italian B.M.T. Routing

Italian
Herbs

Op.10: Pick and Slice Bread

10
5 sec.

Op.20: Pick and apply toppings

12 sec.

Op.30: Put in oven and grill

20 sec.

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Oat & Honey

Size

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6
12

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Topping

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Pepper
Onion
Olive

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Lettuce
Cucumber

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Grilled?
Yes

No

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VC Concepts and Functionalities (cont.)

Super Task List (Routing) (cont.)

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ORDER # 1234
Item:
Qty:

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Italian B.M.T.
1

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Bread

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Regular

Italian B.M.T. Routing

Italian
Herbs

Op.10: Pick and Slice Bread

5 sec.

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Oat & Honey

Op.20: Pick and apply toppings

8 sec.
12
sec.

Op.30: Put in oven and grill

20 sec.

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Size
6

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12

Topping

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Pepper
Onion

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Olive
Lettuce
Cucumber

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Grilled?
Yes

No

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VC Concepts and Functionalities (cont.)

Super Task List (Routing) (cont.)

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ORDER # 1234
Item:
Qty:

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Italian B.M.T.
1

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Bread

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Regular

Italian B.M.T. Routing

Italian

Op.10: Pick and Slice Bread

5 sec.

Op.20: Pick and apply toppings

8 sec.

Op.30: Put in oven and grill

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Herbs
Oat & Honey

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Size
6
12

20 sec.

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Topping

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Pepper
Onion

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Olive
Lettuce

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Cucumber

Grilled?

How does it work? Dependencies!

Yes

No

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VC Concepts and Functionalities (cont.)

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Multi-level Bills Of Materials:

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For more complex products, configuration can be done at


any BOM level
Characteristic values can be passed from any level to any
level
Purchase Orders for lower level materials can therefore be
configured
Color = blue

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Production Order

car

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interior

engine

body

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seats

dashboard

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fabric
Purchase Order

frame
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VC Concepts and Functionalities (cont.)

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Dimensions (geometrical measures) can be


configured and inferred
Example: Window size: width = (2 x w1) + w2

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3 variables, one equation


f Any 2 variables must be assigned values (not all of 3)
Last value is inferred*

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width
w1

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w2

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* need to use Constraints
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VC Concepts and Functionalities (cont.)

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Price configuration:

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Pricing in SD (based on conditions) will read the characteristic


values of a configurable material
Price is therefore dynamically calculated during configuration
in the Sales Order entry screen
More details in Exploiting Variant Configuration for Use in
Advanced Planning and Modeling session

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16

Variant Configuration Knowledge Base


Material Master

Variant Class

Material Type: KMAT


Desc.: Italian B.M.T.
Variant Class: <Italian B.M.T.>

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Pricing
Conditions

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...

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Desc.: Italian B.M.T.


Type: 300
Characteristic: Bread Type
Possible Values:
Regular
Italian
Herbs

Super
BOM
Item 10:
Item 20:

Super
Routing
Op. 10
Op. 20

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Configuration
Profile

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Order BOM
BOM explosion
User Interface

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Characteristic: Length
Possible Values:
6

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Dependencies

12

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Precondition (PC)
Selection Condition (SC)
Procedures (P)
Constraints (C)

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Which SAP Applications Use VC?

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Configurable object types

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Sales Orders and Production Orders (SD and PP)


f Sales Order is configured
f Order BOM (or not)
f Configuration results passed to Production Order
Maintenance Order (PM)
Network Order (PS)
Purchase Orders (MM):
f Material or Services

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What Well Cover

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Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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19

Variant Configuration Knowledge Base


Material Master

Variant Class

Material Type: KMAT


Desc.: Italian B.M.T.
Variant Class: <Italian B.M.T.>

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Pricing
Conditions

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...

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Desc.: Italian B.M.T.


Type: 300
Characteristic: Bread Type
Possible Values:
Regular
Italian
Herbs

Super
Routing

Super
BOM
Item 10: ...
Item 20: ...

Op. 10 ...
Op. 20 ...

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Configuration
Profile

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Order BOM
BOM explosion
User Interface

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Characteristic: Length
Possible Values:
6

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Dependencies

12

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Precondition (PC)
Selection Condition (SC)
Procedures (P)
Constraints (C)

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Classification: Characteristics

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Characteristics are standard SAP Classification objects


They represent the possible options you will need to
set when configuring a product
VC is about assigning values to characteristics (value
assignment)

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Values can also be deducted and/or inherited

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Classification: Characteristics (cont.)

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Example of characteristics and value assignments:

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[Type of engine]
f Possible values: 4 cylinder, V6, V8
[Length of shaft]
f Any value within the range 3040 CM
[Gloss finish?]
f Yes or No
[Toppings]
f Pepper, Olive, Onion, etc.

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Classification: System Menu

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Variant Configuration menu is in Logistics Central


Functions
Characteristics maintenance: transaction CT04
Classes maintenance: transaction CL02

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Classification: Characteristics

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Characteristics maintenance

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FORMAT:
Numeric:
Length, weight, etc.
May be used for
calculations
Has a Unit of Measure
Character: alphanumeric

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Note: other formats (Date, Time Currency)


are not allowed in VC

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For numeric formats only

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Enforces value assignment
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Classification: Characteristics (cont.)

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Allowed values:

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Specific value(s)
Interval(s)
f 100-200
Combinations
f <50, 100, 150180, >= 200

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Other values can be assigned


(format must be respected)

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Default Value

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Classification: Characteristics (cont.)

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Others:

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Reference Characteristic:
Refer to a table field

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Link to a Document (CAD
drawing, JPEG picture, Word
document, etc.)
Values can also be assigned
to Documents

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Classification: Reference Characteristics

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Reference Characteristics:

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Refer to a table field


f Example: Characteristic BOM_QTY refers to table-field
STPO-MENGE
Two functions:
f Read information
Example: Read PLANT or CUSTOMER (because value
assignment may be dependent on those)
f Change field content with dependencies:
Change BOM quantity or Operation Duration (based on
value assignment)

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Classification: Reference Characteristics (cont.)

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Tables whose field values can be changed by dependencies:


STPO:
PLPO:
PLFH:
PLFL:
SDCOM:
MMCOM:

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BOM item fields


Operation fields (Routing)
PRT fields
Sequence fields
Structure between SD and VC
Structure between MM and VC

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Tables whose field values can be read by dependencies:


VBAK:
VBAP:
VBKD:
MAEPV:
MAAPV:
VEDA:
VBPA_XX:

Sales Order header data


Sales Order Item data
Commercial data
Material Master data
Material Master fields
Contract data
Partner tables (sold-to, ship-to, bill-to, payer)

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Classification: Classes

Variant Class:

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Classes mostly group together characteristics


One characteristic can be assigned to many classes
Classes of class type 300 collect and manage the
characteristics to which you assign values in the Sales Order

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Transaction CL02: (create/change/display)

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Classification: Class Maintenance

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Class: Basic Data

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Classification: Class Maintenance (cont.)

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Class: Characteristic assignment

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What Well Cover

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Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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Variant Configuration Knowledge Base


Material Master
Material Type: KMAT
Desc.: Italian B.M.T.
Variant Class: <Italian B.M.T.>

Variant Class

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Pricing
Conditions

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...

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Desc.: Italian B.M.T.


Type: 300
Characteristic: Bread Type

Italian
Herbs

Super
Routing

Super
BOM

Possible Values:
Regular

Item 10:
Item 20:

Op. 10
Op. 20

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Configuration
Profile

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Order BOM
BOM explosion
User Interface

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Characteristic: Length

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Possible Values:
6

Dependencies

12

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Precondition (PC)
Selection Condition (SC)
Procedures (P)
Constraints (C)

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Master Data: Material Master

Basic Data view:

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Configurable Material flag


Material Type KMAT has flag set by default

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Classification:

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Assign variant class

Sales view: Item Category group (0002 or 0004)


MRP views:

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MRP type: not ND


Lot size: EX
Strategy group

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Master Data: Material Master (cont.)

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Basic Data 2 view:

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Classification view:

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Master Data: Material Master (cont.)

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Sales org. 2 view:

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Master Data: BOM

Super BOM:

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Regular BOM that contains all possible components for all


possible variants
Dependencies will act as filters

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Item category:

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L: Stock item
N: Non-stock item (example: next
level configurable material)
K: Class item (use class type 200)
R: Variable-size item

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Master Data: BOM (cont.)

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Transaction CS01/CS02/CS03:

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Master Data: BOM (cont.)

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Class item (category K) (aka Class node)

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You assign a class (type 200) as a BOM item


f Example: Class: COLOR
Characteristic: COLOR
Possible values: Blue, Red, Green
You assign this class to materials (possible components) and
classify them:
f Material Raw1 Blue
f Material Raw2 Red
f Material Raw3 Green
During value assignment (configuration), you assign a value
to this item (example: Red), and the BOM component is
determined accordingly

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Master Data: BOM (cont.)

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Class nodes are a simple way to handle some basic


product configuration (without using Object
Dependencies)

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Master Data: Task List (Routing)

Super Routing:

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Same principle as Super BOM


Regular routing that contains all possible sequences,
operations and PRTs for all possible variants
Dependencies will act as filters

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Note that dependencies can be assigned to sequences


(alternative and parallel), operations, and PRTs

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Master Data: Task List (Routing) (cont.)

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Transaction CA01/CA02/CA03:

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What Well Cover

_________________________________

Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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43

Variant Configuration Knowledge Base


Material Master

Variant Class

Material Type: KMAT


Desc.: Italian B.M.T.
Variant Class: <Italian B.M.T.>

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Pricing
Conditions

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...

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Desc.: Italian B.M.T.


Type: 300
Characteristic: Bread Type
Possible Values:
Regular
Italian
Herbs

Super
Routing

Super
BOM
Item 10: ...
Item 20: ...

Op. 10 ...
Op. 20 ...

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Configuration
Profile

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Order BOM
BOM explosion
User Interface

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Characteristic: Length
Possible Values:
6

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Dependencies

12

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Precondition (PC)
Selection Condition (SC)
Procedures (P)
Constraints (C)

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Object Dependencies

Precondition:

Can a characteristic (or characteristic value) be selected?

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Must a characteristic (or characteristic value) be selected?

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Procedures

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Selection condition:

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Infer values (including to reference characteristics)


Recursive, in sequence

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Constraints (see VC Advanced presentation)

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Infer values, and consistency check


Assigned to configuration profile only

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Object Dependencies: Precondition

Precondition:

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Can a characteristic (or char. value) be selected?

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Assigned to:

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Characteristic
Characteristic value

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Examples:

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Characteristic TANDEM_SADDLE appears in the value


assignment screen only if BIKE_MODEL = Tandem
Characteristic value 21 gears of characteristic GEARS
appears only if BIKE_MODEL = Mountain

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Object Dependencies: Selection Condition

Selection Condition:

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Must a characteristic (or characteristic value) be selected?

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Assigned to:

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Characteristic value
BOM items, Routing (operation, sub-operation,
sequence, PRT)

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Examples:

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BOM item Italian bread selected if BREAD_TYPE = Italian


Bread
Characteristic SPEAKER_TYPE selected only if OPTION =
STEREO System

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Object Dependencies: Procedures

Procedures

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Infer values (including to reference characteristics)


Recursiveness (in sequence), and can be overwritten

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Assigned to:

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Characteristic and characteristic values


BOM items (for example, to change the quantity)
Routing operations (for example, to change standard values)

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Examples:

BOM quantity of BREAD is 0.5 if BREAD_SIZE = 6


Operation Preparation is 5 seconds if one topping, 10
seconds if two toppings, etc.
Characteristic value of BREAKING_SYSTEM is set to ABS if
CAR_ENGINE is set to V6 or V8
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Object Dependencies: Dependency Editor

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+,-,*,/
Standard functions: cos, sin, ceil, floor, etc.

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Object variables:

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Not ABAP, not a programming language (more like a


script)
Operators: AND, OR, NOT, IF, >, <>,
Arithmetic expressions:

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$root: refers to header material in a configuration


$self: refers to the current object
$parent: refers to instance above $self

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Note that ABAP function modules can be called in


dependencies as variant functions

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Object Dependencies: Selection Condition

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In our Italian B.M.T. example:

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Lets assign Selection Conditions to each of the BOM items:

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Double click

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Syntax check
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Object Dependencies: Selection Condition (cont.)

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In our Italian B.M.T. example: (cont.)

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Lets assign Selection Conditions to Operations:

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Double
click

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51

Object Dependencies: Selection Condition (cont.)

Lets set the Pick and Slice bread operation time to:

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5 seconds if bread size = 6


20 seconds if bread size = 24
(Else time remains 10 seconds)

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In the routing, operation 10, click on Object Dependency


Procedure

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Object Dependency: Recap


BOM item
Routing Op.

Assigned to
Precondition
(PC)

Can a
characteristic
(or char.
value) be
selected?

N/A

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Characteristic

Characteristic
Value

Ex.: Char.
Tandem_saddle appears
as selectable only if
BIKE_MODEL= Tandem

Ex. Value 21 gears (of


char. GEARS) appears as
selectable only if
BIKE_MODEL = Mountain

Ex.: Char.
TANDEM_SADDLE must
be assigned a value if
BIKE_MODEL = Tandem

N/A

Ex.: If Char. ACCESSORIES


selected, then BOM
quantity of item SHIPPING
BOX set to 2.

Ex.: Char. value of char.


BRAKING SYSTEM is set
to ABS if ENGINE_TYPE
= V6 or V8

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Selection
Condition
(SC)

Must a char.
(or char.
Value) be
selected?

Ex.: BOM item Racing


Handlebar selected if
BIKE_MODEL = Racing
Ex.: Operation Install
Modem selected if
EXTRAS = Modem

Procedure
(P)

Infer values,
including
reference
data
(overwrite,
recursive)

Ex.: If VERSION = PC
Deluxe, then there are
two DVD Drive (BOM qty)
Ex.: If FINISH = Gloss,
then Op.Time = Op.Time +
10 minutes

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53

What Well Cover

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Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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54

Variant Configuration Knowledge Base


Material Master

Variant Class

Material Type: KMAT


Desc.: Italian B.M.T.
Variant Class: <Italian B.M.T.>

_________________________________
Pricing
Conditions

_________________________________

..

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_________________________________

Desc.: Italian B.M.T.


Type: 300
Characteristic: Bread Type
Possible Values:
Regular
Italian
Herbs

Super
Routing

Super
BOM
Item 10: ..
Item 20: ..

Op. 10..
Op. 20 ..

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Configuration
Profile

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Order BOM
BOM explosion
User Interface

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Characteristic: Length

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Possible Values:
6

Dependencies

12

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Precondition (PC)
Selection Condition (SC)
Procedures (P)
Constraints (C)

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55

Configuration Profile

Defines the configuration scenario:

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PldOrder
Order Set
Order BOM
Multi-level configuration

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User Interface design:

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Allowed screen, default screen

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Availability Checks

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56

Configuration Profile: Example

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Transactions CU41/CU42/CU43:

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57

Configuration Profile: Example (cont.)

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Detail screen:

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priority
description

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class type

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Note: More will be covered in the Exploiting Variant Configuration for
Use in Advanced Planning and Modeling session

then SAVE
58

What Well Cover

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Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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59

Simulation

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Our model is now functional


Transaction CU50 allows us to simulate our
configuration:

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Value
Assignment
(Configuration)

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60

Simulation (cont.)

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61

Simulation (cont.)

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62

Simulation (cont.)

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RESULT
(BOM)

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RESULT
(Routing)

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Italian Bread QTY = 1

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Two operations
Op.10 Std Value = 10 sec

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63

Simulation (cont.)

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_________________________________

Back to
configuration screen:
24 (double)
No grill

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64

Simulation (cont.)

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RESULT
(BOM)

RESULT
(Routing)

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Italian Bread QTY = 2

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Op. 20 (grill) not selected


Op. 10 Std Value = 20 sec

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65

What Well Cover

_________________________________

Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

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66

Configuration Cockpit

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Transaction PMEVC
One of the difficulties in VC, when modeling, was to
have all the information available at your fingertips (i.e.,
without having five sessions opened!)
This cockpit solves that issue: It allows you to navigate
through all relevant objects (characteristics,
dependencies, )

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67

Configuration Cockpit (cont.)

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68

Other Topics (Addressed in a Subsequent Presentation)

Variant Pricing (SD, MM)


Material Variants (Type Matching)
More on Object Dependencies

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Constraints, Variant Tables

_________________________________

Configuration scenarios:

_________________________________

Order BOMs, Order Set (CU51)


Process flow: Sales Order, Engineering,
Multi-level Configuration

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Planning for VC

Make-to-Stock? Make-to-Order? Engineer-to-Order?


Assemble-to-Order?
Planning Strategies
Characteristics Based planning

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69

Other Topics (Addressed in a Subsequent


Presentation) (cont.)

Engineering Change Management (ECM) and Order


Change Management (OCM)
Technical:

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_________________________________
_________________________________
_________________________________

Client management
Performance issues

_________________________________

Sales Configuration Engine (SCE) and Internet Pricing


and Configuration (IPC)
Modeling tips
Variant Configuration Project

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70

What Well Cover

_________________________________

Introduction
Variant Configuration concepts
Classification
Material Master, BOMs, and Task Lists
Object dependencies
Configuration profiles
Simulation
Other topics
Wrap-up

_________________________________
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________
71

Resources

http://help.sap.com

_________________________________
_________________________________

http://help.sap.com/saphelp_erp2005/helpdata/en/92/58d45541
7011d189ec0000e81ddfac/frameset.htm

_________________________________
_________________________________

SAP PLM145 course Variant Configuration: Modeling


and Integration

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72

7 Key Points to Take Home

_________________________________

You now understand the working principles of SAP VC,


and you are able to build a simple, working model
but you feel that you just touched the tip of the
iceberg
SAP VC is a powerful and flexible tool, and can be quite
complex
SAP VC spans the whole organization (sales,
engineering, production, etc.)

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73

7 Key Points to Take Home (cont.)

_________________________________

It is obvious that a VC project is not just implementing


another module
There are many ways to make VC work for you, but the
goal is to find the optimal way (functionalities,
performance, maintenance, etc.)
You need to learn more in our next session

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74

Your Turn!

_________________________________
_________________________________
_________________________________
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_________________________________
_________________________________
_________________________________

How to contact me:


Jean-Yves Popovic
jypopovic@adelante-tm.com

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_________________________________
75

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