Ochiba OPTIONS Configure to Order for SAP Business One, is the perfect solution if your company uses standard assemblies and sub-assemblies to provide tailored products for your customers. It gives you a flexible, multi-level structure to capture information and select the correct items required to build a product or system.
Questionnaires guide you through the process to ensure only valid products or systems can be built. You can also make sub-assembly Bill of Material (BOM) changes throughout the process if required.
All costing and selling price calculations are determined instantly. This mean you can configure a complex product or system and adjust costs, sales prices and margins to meet any requirements.
If your company deals with more project based manufacturing, the CTO screen can integrate with IA Project (additional purchase required). IA Project replicates the CTO screen and provides comprehensive project costing for SAP Business One.
Ochiba OPTIONS Configure to Order for SAP Business One enables you to automatically produce an accurate quote, including all required production BOMs and parts.
If you need to configure a completely bespoke product, you will find that any structure can be defined within the CTO screen.
If the structure of the item being built is fairly standardised, then pre-defined templates may be used to provide a starting point. Or, for in house manufactured products, this can also be a BOM structure created ‘on the fly’.
Throughout the definition process, you will find that the questionnaire displays options based on your previous answers. This ensures only the correct choice of available items can be selected during the order entry template.
The rules applied throughout the definition process mean you can only create valid item combinations. Rules available are:
You will have visability at every level of the selling and cost prices, as the roll up costs are applied throughout the structure.
You can add both total order charges, and where volume units are being configured, the amortise charges to the item being sold.
Both the cost and selling prices can be adjusted globally across the quote, by supplier and item group, to give you quick generic pricing of the quote.
Where you use CTO with project based systems, the grouping feature means the items selected can be grouped as required for either delivery or production purposes. As these groupings are user defined they can be changed for each quote or project.
When a quote is accepted the user can select an appropriate workflow path based on the complexity of the job in order to control the release of the order.
The workflow has to reach a user defined stage before the ‘Finalise Order’ Button can be used. The ‘Finalise Order’ button will create the parts and BOM’s it needs and update the sales order and close off the CTO quote.
Sales Order Production Order Creation is then used to create the required production specific to the sales order. This does not have to be all levels of production, it can be just the first levels, allowing batch production of sub assemblies where required.
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