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

The value Associative BOM’sMove Manufacturing Process Definition from ERP to 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

MANAGE PROCESS PLAN CHANGES

The value of Variant ManagementDifferentiate Sales (CRM) and Technical configuration (PLM)

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

Option LogicManaging and mapping

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)

Windchill O&V Functionality

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

Thank you