AA Fundamentals: Temenos Education Centre
AA Fundamentals: Temenos Education Centre
Slide 2
Selling and Manufacturing Products
Slide 4
Organisation of BMW’s Product Catalogue
Product Line (Cars)
Product Groups
Product Derivatives
Slide 5
Organisation of BMW’s Product Catalogue (2)
Saleable Products
Slide 6
Cars are constructed from components
Body styles
Engines
Transmission
Wheels
Slide 7
Model Components
Slide 8
Component Specifications
Slide 9
Standard vs Optional Equipment – Model Customisation
Slide 10
Product Organisation / Hierarchy
Slide 11
What have BMW achieved with their product building structure
The ability to easily launch new / limited edition products via inheritance
and the changing of standard / optional features
Product Groups
10 Year Sole
Fixed Trader
Base Rate
Tracker
Slide 13
Building Products in AA
Whilst these other products may have different types of engines all the
engines have common ATTRIBUTES
Fuel type, Power output, Torque etc
They also do common things - ACTIONS
Start, Stop, Breakdown
Slide 15
Building Blocks - Property Classes (II)
Slide 16
Building Blocks - Properties
Slide 17
Building Blocks – Properties vs Property Classes
Properties have the same attributes as their Property Class (no more
and no less)
They allow us to create two or more types of the same thing
they have the same attributes and can do the same activities
but for the purposes of product design we need to differentiate between
them
For example
Cars Loans
Property Class Property Property Class Property
Wheels Front Wheels Interest Principal Interest
Rear Wheels Penalty Interest
Slide 18
Building Blocks – Product Lines, Property Classes and Properties
Slide 19
Building Blocks – Product Lines and Product Groups
Slide 20
Defining Products
Slide 21
Product Builder Definitions - Summary
Property Class
Product
Product
ProductGroup
Line
Product Property Class
Property Attributes
Condition
Named types of
Specific values of
Sub set of
Slide 22
Product Builder Definitions - Summary
TEMENOS Maintained
Property Class
Product Line Property Class Attributes
Named types of
Sub set of
User Definable
TEMENOS Maintained
Property Class Attributes
PropertyClass
Class Size
Product Line Property
Property Class
WHEELS Tyre Size
CARS WHEELS
WHEELS Style
Named types of
Property Class
Product Group Property
3 Series WHEELS
FRONT WHEELS
Specific values of
Sub set of
Product Condition
Product Property
M5 Front Wheels
330i SE Coupe FRONT WHEELS Size = 9Jx19
Tyre Size = 245/55
Style = M sport
User Definable
Saloon
Engine Property
Body Style Property
PRODUCT GROUP
PRODUCT
PRODUCTLINE == 3-Series
= 330i CAR
SE
Transmission Property
6 Speed Automatic
Slide 25
Building Blocks - Product Lines and Product Groups
Product
Car At the Product Line we specify which
Line Property Classes are mandatory and
Body Style
Engine
which are optional.
Transmission
Wheels
At Product Group level we can
Paintwork
define the Properties (named
Upholstry
Upholstry
Interior Options
types of Property Classes), and
Exterior Options
we can specify which of these are
mandatory and which are optional
Product 3-Series Properties
Group
Body Style
Engine
Transmission
Front Wheels
Rear Wheels
Paintwork
For the 3 Series Product
Upholstry
Group we have specified that
Interior options
there are two named types of
Exterior Options
the Wheel Property Class:
•Front Wheels
•Rear Wheels
Slide 26
Building Blocks - Product Lines and Product Groups
To create an individual Product we must assign a Product Condition
Product from our Catalogue to each Property required by the Product Group
Car
Line Body Style – Product Conditions
Body Style
Engine
Transmission
Wheels
Paintwork
Upholstry
Interior Options
Exterior Options
Slide 27
Building Blocks - Product Lines and Product Groups
Product
Car
Line Engine- Product Conditions
Body Style
Engine
Transmission
Wheels
Paintwork
Upholstry
Interior Options Engines
Exterior Options
Slide 28
Building Blocks - Product Lines and Product Groups
Product
Car Transmission – Product Conditions
Line
Body Style
Engine
Transmission
Wheels
Paintwork
Upholstry
Interior Options
Exterior Options
Slide 29
Building Blocks - Product Lines and Product Groups
Product
Car
Line
Body Style Wheels – Product Conditions
Engine
Transmission
Wheels
Paintwork
Upholstry
Interior Options
Exterior Options
Slide 30
Building Blocks - Product Lines and Product Groups
Product
Car Product
Line
Body Style
Engine
Transmission
Wheels
Paintwork
Upholstry
Interior Options
Exterior Options
330i SE
Slide 31
AA Demo
Product Designer
Product Lines and Product Groups
Products
Properties and Product Conditions
Slide 32
Screen shot of AA menu structure and T24 Product Browser
Select Products from This will open the T24 Product Browser
the AA Product Builder
Menu From here we can see a list of Product Lines, the Product
Groups within the Product Line and the Products within the
Product Group
By selecting a specific Product we see the Product definition and
the required Properties and the Product Conditions assigned
to those Properties
Slide 33
AA – Product Builder Tools Navigation
Record IDs
View record
Record viewing
& editing area
Slide 34
exercise – Build an AA Product – Design Product
In this exercise you will design and build a car product using AA. The first task is to create
the product.
1) Sign on to T24.
2) Open the Product Browser by selecting Products from the Product Builder menu. This will
be found in the AA menu.
3) For the Vehicles Product Line, click on the “Product Groups” icon. Note that tooltips will
appear if you hover over each icon.
4) Choose a Product Group, then click on the “New Product” icon.
5) In Product Designer, enter an ID. For the purposes of the training, make this CARnn where
nn is the number of your USER, e.g. CAR07
6) Enter a description for your car product.
7) Now click on the Validate icon This will fill in the mandatory Properties of the car you
are about to design.
8) Now assign conditions to each one of these properties. This can be done using the drop-
downs.
9) Set the Arrangement Link to fixed for now. We will learn more about what this does later.
10) Save the product using the “Commit” icon
Slide 35
An Introduction To Product Conditions
TEMENOS Maintained
Property Class
Product Line Property Class Attributes
Named types of
Sub set of
Bank Definable
Slide 38
Product Conditions - Recap
Product Conditions represent the parts that are available to build our car (Product).
These parts are organised by Product Class – we can think of a Product Class as a “parts
bin” and the Product Conditions as the various parts in the bin
Parts from the “parts bin” can be used for more than one Property (provided they are of the
same Property Class) in a given Product ie Front Wheels and Back Wheels
If we cannot find a part with the correct Attributes we can create another and add it to the
“parts bin”
Slide 39
Negotiation Rules
Option “Includes”
Value Indianapolis Red
Slide 41
Product Proofing and Publishing
In the design phase only the designer can see the changes that are
being made – their actions have no effect on the live products
In order to make the new product available to the operational staff it
needs to be Published into the Product Catalog.
To check that there are no errors in the design (particularly where
hierarchies are involved) the designer must first Proof the new product.
Slide 43
Proofing and Publishing Products
Product Management
Proof
Create Product Proofed Publish Product
Designer Products Catalog
Fix
Modify
Slide 44
Effective Dating
Slide 45
Proofing and Publishing
Slide 46
Products and Arrangements
Slide 48
Arrangements
Customer Product
Arrangement
Key Concepts
Product Instance
Arrangement Conditions
Slide 49
Relationship between Products and Arrangements
TEMENOS Maintained
Property Class
Product Line Property Class
Attributes
Named types of
Sub set of
Product
Product Property
Condition
Bank Definable
Specific instances of
Arrangement
Arrangement
Conditions
Customer Specific
All share a common set of attributes
Slide 50
AA Demo
Slide 51
exercise – Publish your product and buy a car
In this exercise you will proof and publish the product you designed in the previous
exercise and then open an arrangement (purchase a car).
Slide 52
exercise – Publish your product and buy a car
The final step is to create the arrangement. This represents an actual car
that is being sold.
Slide 53
AA Fundamentals
Product Groups And Inheritance
Slide 55
Product Organisation / Hierarchy
Product
Products Saloon Touring Coupe Convertible
Derivatives / Parents
Product
Products ES SE M Sport Derivatives / Parents
Slide 56
Product Organisation / Hierarchy
Product
Products Saloon Touring Coupe Convertible
Derivatives / Parents
Product
Products ES SE M Sport Derivatives / Parents
Slide 57
Product Catalogue – Product Hierarchy
3-Series Coupe At the highest level we can set up an “inheritance only” product
Body Style 3 Coupe which cannot be sold and exists for inheritance purposes only.
Transmission 3Trans Here we define the properties which we expect to be inherited by all
lower level products.
3-Series ES Coupe 3-Series SE Coupe At sub product level only those conditions that differ
from the parent need to be defined. All other
conditions will be inherited from the parent. Additional
optional conditions can also be added at the sub
product level
Paintwork 3ES Paint Paintwork 3SE Paint
Upholstery 3ES Upholstery Upholstery 3SE Upholstery
Front 3ES.Front Front 3ES.Front
Rear 3ES.Rear Rear 3ES.Rear
Interior 3ES.interior Interior 3ES.interior
Exterior 3ES.exterior Exterior 3ES.exterior
Slide 58
Product Catalogue – Product Hierarchy
3-Series Coupe
Body Style 3 Coupe
Transmission 3Trans
Slide 59
Product Inheritance
Slide 60
Exercise – Build a Product Family
In this exercise you will create a Product Family for the Car Product Line.
!!!!
Slide 61
Thank You
Configure Property
Does
Create
Condition No
Product Condition
exist?
No
Yes
Assign
Condition to Property
Is Product
Complete?
Yes
Product Complete
Slide 64
Arrangement Activities
Create Arrangement
Deliver
Arrangement
Activities
Vehicle Service
Scrap
Service Book
Slide 65
Slide 66
Product Organisation
Product Derivative
Saloon, Coupe, Convertible, …
Product
320i SE, 325i M Sport, …
Slide 67
Slide 68
Properties
Product
Property Property
Engine Transmission
Slide 69
Product Conditions
Product
Slide 70
Property Classes
Wheels
Property Class
Front Wheels
8J x 17, 255/45/R17…
Rear Wheels
8J x 17, 255/40/R17…
Slide 71
Building Blocks - Product Lines and Product Groups
Product
Lending At the Product Line we specify which Property
Line Classes are mandatory and which are optional.
Term
Term Amount
Amount
Payment Schedule
Payment Schedule
Payment
Payment Rules
Rules
Accounting
Accounting
At Product Group level we can define the
Customer
Customer Properties (named types of Property
Interest
Interest Classes), and we can specify which of
Charge
Charge these are mandatory and which are
Activity Restriction optional
Slide 72
Building Blocks - Product Lines and Product Groups
To create an individual Product we must assign a Product Condition
Product from our Catalogue to each Property required by the Product Group
Lending
Line Term Amount
Term Amount
Payment Schedule Loan Principal
Payment Rules 25 yr Mortgage
Accounting Heloc
Customer
Interest
Charge
Activity Restriction
Slide 73
Building Blocks - Product Lines and Product Groups
Product
Lending
Line Payment Schedule
Term Amount
Payment Schedule Constant Monthly
Payment Rules Linear Monthly
Accounting Interest Monthly
Customer Constant Bi Weekly
Interest Constant Seasonal
Charge
Activity Restriction
Slide 74
Building Blocks - Product Lines and Product Groups
Product
Lending
Line Accounting
Term Amount
Payment Schedule Repay By Bill
Payment Rules Repay By Property
Accounting Repayment
Customer Principal Decrease
Interest
Charge
Activity Restriction
Slide 75
Building Blocks - Product Lines and Product Groups
Product
Lending
Line Accounting
Term Amount
Payment Schedule Lending
Payment Rules
Accounting
Customer
Interest
Charge
Activity Restriction
Slide 76
Building Blocks - Product Lines and Product Groups
Product
Lending Product
Line
Term Amount
Payment Schedule
Payment Rules 25 yr Fixed
Accounting
Customer
Rate Mortgage
Interest
Charge
Activity Restriction
Slide 77
Product Catalogue – Product Hierarchy
Mortgage At the highest level we can set up an “inheritance only” product
which cannot be sold and exists for inheritance purposes only.
Repayment REPAY.FL
Overdue OD.0
Annual Fee CHRG.CI1
Pre Payment TXNRUL.3
Slide 78