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Windchill Options & Variants Roadmap
Dirk Luwaert
Digital Transformation Architect
Discrete Manufacturing
Challenges inDiscrete Manufacturing
Driven by the link between
your customers and
the products that you sell
WHY WE NEED BETTER VARIANT MANAGEMENT
Customers
Products
Customization Outcome based
Product Development
Manufacturing& Service!!!
ProductManagement
Shorter product lifecycleMargin shift to services
Demandfor
Agility
IMPACTED ON BUSINESS MODEL
Assemble-To-Order•Products fully designed
with identified options• Orders configured and
processed by ERP
Assemble-To-Stock•Products fully designed
with identified options• ERP plans productions of
pre-defined options
Low Amount of Order-Specific Custom Engineering High
Many
Nu
mb
er
of
Pro
du
cts
in a
n O
rder
One
Configure-To-Order• Products fully designed
with rules that allow creation of custom parts
• Each order configured & validated by PLM using rules established by Engineering
Engineer-To-Order• Significant custom
engineering added to generic product
• Each order validated by Engineering and PLM
UNIFY: SINGLE SYSTEM FOR DESIGN AND PLANNING
CADDesign
eBOM
mBOM
mBOM
Builds
Bill of
Process
Op025
Op 030
Op 010
Op040
Op 020
Op025
Op 030
Op 010
Op040
Op 020
Work Center
...Lines
Skills Process Material
Resource List
Part List
Resources
Plants
Tooling
Illustrations
Visuals
Manufacturing Engineers create and restructure
mBOMs to meet manufacturing needs
Engineering creates design information
Then develop detailed Process Plans based on design
information
Work
Instructions
Automatically generate shop floor work-instructions from
the Bill-of-Process
ERP
PLATFORM SOLUTION
PLMMRP DataProduct Data
AS-IS in many CTO/ETO Discrete Manufacturing companies
Possibly unsyncedModule EBOM’s &
Drawings
Module MBOM’s &Drawings
ModuleMBOM’s
Product Configurator
ConfigurableMBOM
Push
MBOM
Design Engineers Manufacturing Engineers
Sales Engineers
Changes
Changes
Changes
CTO APPROACH
PLATFORM
Common module interfaces
Interchangeable modular variants
Product is divided into building blocks
Complete Platform
12
Architecture of a configurable product in
Windchill
PTC GLOBAL PLATFORMS ELEMENT: ARCHITECTURE
PLATFORM
ARCHITECTUREPTC’s solution helps deliver tailored products by employing a configurable platform architecture
13
PTC GLOBAL PLATFORMS ELEMENT: MODULES
Module, with its Variants definition
MODULES PTC’s solution improves product development reusing components and modules
14
PTC GLOBAL PLATFORMS ELEMENT: CONTROLS
Create New Controls
(Options and Choices)
Platform Options and
Choices
New Choices
CONTROLS PTC’s solution reduces time to market with options and choices driven by business rules
Rule
15
PTC GLOBAL PLATFORMS ELEMENTS: CONFIGURATIONS
Create a Configuration in
Windchill
Select choices for a Variant Configuration. Choices are validated
against stored rules
New product variant in Windchill
CONFIGURATIONS PTC’s solution accelerates product innovation by managing rapid configuration creation
16
COLLABORATIVE DESIGN PROCESS
B
Top Level
A
C
Concept Product Architecture
DetailedProduct Definition
A
Top Level
a
b
1
d
B
c
C
D
E
002
003
001
B
c
d
A.asm
a.prt
b.asm
1.prt
A-Skel
D.asm
001.prt
E.asm
002.prt
003.prt
D-Skel.prt
Top Level
B
A
C
a
b
c
DevelopStructure
Top Level
B
A
C
a
b
c
D
Create CAD A.asm
a.prt
b.asm
1.prt
A-Skel
Create CAD models
Variant Specifications
CTO 2 STEP APPROACH
Option Setwith rules
Rules
ConfigurableProduct (150% BOM)
PN 60Bk
PN 80 Bk
PN 110 Bk
Tires
Shifter
PN R22T
PN R35T
Product
Brakes
PN SM CB
PN MD CB
PN LG CB
PN 3.5L EU
PN 3.5L NA
PN 4.0L AL
Cassette
PN 60Bk
PN R22T
PN SM CB
PN 3.5L EU
Product Variant
Generated ProductVariant
Product Configuration Product (BOM) Definition
Product Management(with Sales/Marketing)
Product Development(R&D and Production)
ERP
PLATFORM SOLUTION
PLMMRP DataProduct Data
Platform for ETO/CTO with synced Configurations and BOM’s
Module MBOM’sConfigurable
EBOM + MBOM (Sync)
Sales Configurator
Customer
Configuration
Sync
Option Set
Synced
Changes
Changes
ERP
CONCEPT
PLM
Product configuration process for CTO/ETO
Sales Configurator
Customer
Develop Platform-
based Product Design
1
Upon Product Release,
Sync Available Option Sets
2
Take sales
orders here
3
Pass Sales Order
Inputs to PLM
3
Pass Sales Order
Inputs to ERP
3
MBOM
Generate MBOM
(optionally ETO activities)
4
MBOM
Release MBOM
5
Option ListSales Order
21
OPTION POOL & OPTION SET DEFINITION
Option Pool
AUS
EU
RSA
Longhaul
Traction
Distribution
Configuration
Region
Application
Comfort Packages
Seat Options
Comfort
Basic
Luxury
AttributesOptions
AC-Seat
Heated
Memory
Seat
C
o
n
s
t
r
a
i
n
t
s
Option Set
RSA
Longhaul
Configuration
Region
Application
Comfort Packages
Seat Options
Comfort
Luxury
AttributesOptions
Heated
Memory
Seat
C
o
n
s
t
r
a
i
n
t
s
Group 1
Option 1
Choice 1
Choice 2
Option 2
Choice 3
Choice 4
Rule 1
Single selection:Defines if 1 or multiple choices are available for
selection within this option
Required:Defines if choice is required in filter & variant
specification definition
Group 1
Option 1
Choice 1
Choice 2
Option 2
Choice 4
Rule 1
EffectivityOptionset settings
Rule 2 (local)
29
MAPPING WINDCHILL TO SAP VARIANT CONFIGURATOR
PTC CONFIDENTIAL – FORWARD LOOKING INFORMATION SUBJECT TO CHANGE
Windchill SAP
Option Set Class 300
Option Characteristic
Choice Value inside a Characteristic
Group Option Group
Configurable Part Material Type “KMAT”
Collapsible Part Class 200
Collapsible Component Class Item for the BOM
Assigned Option Set Class 300 allocation to Material
Classification View
Local Rule (Include,
Exclude, Enable)
Local Dependency of type Constraint
Assigned choices for BOM
Items, Operations and
Resource .
Local object dependency at BOM item,
class item and Routing.
30
LOADING VARIANT SPECIFICATIONS – SPREADSHEET EXAMPLE
Top Level Configurable
Product
Variant Specification
Definition
Options & Choices for each variant spec
Variant Specifications
Config Specs – Part & Rule Config Spec
Define Part & Rule ConfigSpec details in these tabs