Configure-to-Order Setup in Infor SyteLine
SyteLine's Configure-to-Order (CTO) functionality enables manufacturers to offer customizable products without maintaining separate item records for every possible configuration. The SyteLine Product Configurator uses rule-based logic to validate option selections, generate configured BOMs, create configured routings, and calculate pricing dynamically during order entry. Proper CTO setup requires careful modeling of product structure, configuration rules, and manufacturing implications.
Product Configurator Rule Definition
SyteLine's Product Configurator uses a rules engine that defines which options are available, which combinations are valid, and how selections impact the BOM, routing, and pricing. Rules are defined in the Configurator form and organized into feature groups that map to the product's configurable dimensions (size, material, color, accessories, etc.).
- Feature groups defined for each configurable dimension: size, material, finish, options, accessories
- Selection rules enforcing valid combinations: required features, excluded combinations, prerequisite options
- Include/exclude rules adding or removing BOM components based on selected configuration options
- Quantity rules adjusting component quantities based on configurable parameters (length, width, capacity)
- Validation rules preventing invalid configurations from being saved or sent to production
Configured BOM and Routing Generation
When a configured order is saved, SyteLine's Configurator explodes the base BOM and routing into a configured version specific to that order line. The configured BOM includes only the components required for the selected options, and the configured routing includes only the operations needed. This configured job is what production receives.
- Base BOM containing all possible components with configurator flags marking conditional items
- Configured BOM generation removing excluded components and adjusting quantities per configuration rules
- Base routing with all possible operations, configurator rules activating or skipping operations per options
- Configured job creation linking the configured BOM and routing to the specific customer order line
- Configuration snapshot stored on the customer order for reorder capability and engineering reference
CTO Pricing and Lead Time Calculation
Configure-to-order pricing in SyteLine can be rule-based (adders per option), cost-plus (configured BOM cost plus margin), or matrix-based (lookup by configuration combination). Lead time calculation for CTO items must account for option-specific components that may have different procurement lead times than base model components.
- Option-based pricing with price adders or multipliers defined per configurable feature selection
- Cost-plus pricing using configured BOM cost rollup with target margin percentage
- Price matrix lookup for high-volume CTO items with pre-calculated prices per common configurations
- Lead time calculation considering longest-lead component in the configured BOM as the governing constraint
- ATP (Available-to-Promise) check on configured order validating component availability before confirming delivery date
Enable configure-to-order in SyteLine without the complexity headaches -- our configurator experts build rule sets that scale.
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