Practices for Lesson 2:

Overview of Configurator
Modeling
Overview

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Practices for Lesson 2
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Demonstration 2-1: Create an Order with a Configurable Product

Browser requirement: Use Google Chrome version 42+ to complete all demonstrations and
practices in this training course.

Overview
This demonstration shows how to use Configurator to configure a product, within the context of
a host application such as Order Management.

User Login: scm00.instructor

Summary of Tasks
 Navigate to the Order Management Work Area
 Create a New Order with a Configurable Product
 Review the Configuration

Steps

Navigate to the Order Management Work Area

1. In the Navigator, select Order Management.
2. Click the Order Management icon.
3. You are now on the Order Management Overview page, where you will see a dashboard.
4. The dashboard displays high level information about the orders that might need attention or
follow-up actions.

Create a New Order with a Configurable Product

Enter the Order Header

5. Click the Create Order button.
6. On the Create Order page, in the Customer field, enter: Computer Service and Rentals.
7. In the Business Unit list, select US1 Business Unit (if not previously defaulted).
8. In the Bill-to Customer list, select Computer Service and Rentals (if not previously
defaulted).
9. In the Contact list, select Evelyn Duncan if a contact is not defaulted

Enter a Configurable Product, Price and Availability

10. In the Select Item field, enter: AT6751000 (with no spaces at the end) and press the Tab
key. The item AT6751000 - Vision Slimline 5000 Custom Tablet should appear in the field
or in a search results dialog. Select AT6751000 if it appears in the search results dialog.
This item is configurable.
11. Discuss the Configure and Add button, but don't click it yet.

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 You have two options for configuring the product:
 Click the Configure and Add button, then interact with the Configurator UI.
 Click the Add button, which adds the configurable product to the order, then use
the Configure action icon (below) on the order line to interact with the
Configurator UI.

12. Click the Configure and Add button.

13. You are navigated to the Configurator user interface, where you can select the options that
you want for your tablet, to validly configure the item on the order.
14. Discuss the prices displayed in the Configurator user interface, to highlight the real time
integration between Pricing and Configurator.
15. Start making the following selections to the guided selling questions:

Tablet Usage:
Plan to use Skype or Video Conferencing? Yes
Plan to watch a lot of videos? Yes
Plan to store your video library on the tablet? Yes
Connectivity Preference? WiFi
Tablet Color: Midnight Black

Details & Accessories: (navigate using the Next button)

Screen
10” Display w/Capacitive Multi-touch Overlay
CPU
Quad Core 2.5GHz (automatically selected)
Memory
Memory 2GB DDR2
Storage
64GB
Connectivity
Connectivity WiFi 802.11 a/b/g/n/ac / Bluetooth (automatically selected based on
guided selling selection)
Camera
Camera - Primary 8MP / Secondary 1.2MP
Battery
Battery 3.8V/4000mAh

Vision Tablet Accessories: (navigate using the Configure icon)

Standard Cases
Red 10" Leather Case (make mention that other selections are excluded due to rules
defined)
Screen Protectors

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 10" Screen Protectors (make mention that other selections are excluded due to rules
defined)
Ear Phones / Headsets
Bluetooth Ear Phones

16. Click OK.

17. Click Finish and Review.

Review the Configuration

18. You are now on the configuration Review page that displays all your selections, their prices
and the total price for the configuration. Take note of the total price.
19. Click Back to go back to the Configurator user interface.
20. Under Details & Accessories > Vision Tablet Accessories > Ear Phones / Headsets,
deselect Bluetooth Ear Phones.
21. Click OK and Finish and Review again, see that the Total price has changed.
22. On the Review page, click OK.
23. You are navigated to the Create Order page. The complete configuration has been sent
back to the order at this point.
24. You should see a View Components icon at this point, on the order line.

25. Click Save to save the order. Until now, the order information and the configuration details
were held in memory but not saved to the database.
26. Select Validate from the Actions menu to validate the configuration and the order.
27. Click Yes on the warning dialog. A message that the validation has completed successfully
displays. Click OK.
28. Search for the item AT6751000 as specified in step 10.
29. Select Add from the Configure and Add drop-down menu. The item is added to the order,
but it’s unconfigured.
30. Select Validate from the Actions menu. Then, click Yes on the warning dialog.
31. A validation error indicating that the second item has not been configured yet displays on
the screen. Click OK.
32. Click the line-level Actions menu button for the unconfigured line and select Delete.
33. Click Yes on the warning dialog. The selected record is deleted.
34. To see the details of your completed configuration, click the View Components icon as
indicated in step 24 above.
35. You navigate to the Components page, which displays all the components that you
configured along with their prices. This page also displays the Configure action icon, to
enable you to edit the configuration of the ordered item.
36. As an optional step, you can edit the configuration and change one of your selections. For
instance, select 32GB under Storage. The change will reflect on the View Components
page.
37. Click Done to return to the Create Order page.
38. Click Submit to submit the order.
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39. Click Yes on the warning dialog.
40. The order is submitted. The status in the header is updated from Draft to Processing.

Demonstration Complete
You have completed the demonstration for creating an order for a configurable product.

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