Hex Bolt Product

This example shows how to create a Smart Quote product to support configuration of a hex bolt with several materials and different quality inspections depending on choices.

Items

Create one Item per Material

Pages

Compliance
Material
Dimensions

Attributes

Page: Compliance - COMPLIANCE (Data Type: TEXT. Entry Type: DROPDOWN)

Page: Material - MATERIAL (Data Type: TEXT. Entry Type: DROPDOWN)

The MATERIAL attribute should have multiple valid value sets that depend on the selection of COMPLIANCE attribute

Page: Dimensions - LEN (Data Type: DIM. Entry Type: ENTRY) - DIAM (Data Type: DIM. Entry Type: ENTRY)

Page: Options - COATING (Data Type: TEXT. Entry Type: DROPDOWN)

3. Manufacturing Tasks (One Time Setup for a Location)

Below are the core production tasks required to form and thread a bolt, typically preceding quality inspections (BSL). These are needed in the Rules, so we are setting them up now.

Task #	Name	Description
10	CUT_STOCK	Cut raw bar stock to the required blank length.
20	FORGE_HEAD	Hot-forge or cold-form the bolt head to required hex dimensions.
30	TRIM_FLASH	Trim excess flash from forging to achieve clean head geometry.
40	PUNCH_MARK	Apply head markings (grade, manufacturer ID, lot code).
50	MACHINE_POINT	Machine or form the bolt point (chamfer, dog point, etc.).
60	THREAD_ROLL	Roll threads to specified pitch and length using thread-rolling dies.
70	HEAT_TREAT	Quench + temper to achieve required mechanical properties.
80	STRAIGHTEN	Straighten bolt shank after heat treat to meet runout requirements.
90	CLEAN_DEBURR	Shot blast, tumble, or deburr to remove scale and sharp edges.
100	PLATING_OR_COATING	Apply required coating (zinc, cadmium, Xylan, etc.).
110	BAKE_EMBRITTLEMENT	Bake to relieve hydrogen per ASTM F1941 (if plated).
120	FINAL_CLEAN_OIL	Final cleaning, rust-preventative oiling, and packaging prep.

Rule Groups

Validation (Priority 10)
Calculations (Priority 20)
Process (Priority 30)
Quality (Priority 40)

Rules

Add Material (Group: Calculations / PRIO: 100)

The following rule calculates the weight and adds the material as a line item. Note how the volume is calculated using the geometric formulas from section 1.

$$V_{total} = V_{shank} + V_{head}$$ $$V_{total} = 0.589 + 0.118 \approx 0.707 \text{ in}^3$$

when
    var config = Configurator();
    var mat = Attribute_TXT(a => a.NameIs("MATERIAL")); 
    var diam = Attribute_DIM(a => a.NameIs("DIAM"));
    var len = Attribute_DIM(a => a.NameIs("LEN")); 

then
    // note: mat.Get() gets the value of the MATERIAL attribute..which is the selected value from the Valid Values list.  It must match exactly the part number in the Item catalog (Configurator will error if it doesnt)
    // note: UOM here is LB...which must match UOM of the Item
    // Weight (lb) for Carbon Steel (Density = 0.283 lb/in³):
    config.AddAttribute(mat.Get(),
        (
            Math.PI * Math.Pow(diam.IN()/2.0, 2) * len.IN()
            +
            ((3.0 * Math.Sqrt(3.0) / 2.0) * Math.Pow((1.5 * diam.IN()) / 2.0, 2)) * (0.65 * diam.IN())
        )
        * 0.283
    );

Cut to Length (Group: Process / PRIO: 90)

This rule calculates the required raw stock length and adds the CUT_STOCK task to the router.

when
    var len = Attribute_DIM(a => a.NameIs("LEN"));

then
    // Add the CUT_STOCK task (Task #10)
    // We add 0.25" to the finished length for facing/point machining
    config.AddTask("CUT_STOCK").Detail($"Cut to {len.IN() + 0.25} inches.  Includes 0.25in overage");

Forge Head (Group: Process / PRIO: 80)

This rule adds the forging and trimming tasks based on the diameter of the bolt.

when
    var diam = Attribute_DIM(a => a.NameIs("DIAM"));

then
    config.AddTask("FORGE_HEAD").Detail("Forge Head").Time(0.01m);
    config.AddTask("TRIM_FLASH").Detail("Trim Flash").Time(0.01m);
    config.AddTask("PUNCH_MARK").Detail("Punch Mark").Time(0.01m);

Threading and Finishing (Group: Process / PRIO: 70)

Additional tasks are added to complete the manufacturing process.

when
    var diam = Attribute_DIM(a => a.NameIs("DIAM"));
    var len = Attribute_DIM(a => a.NameIs("LEN"));

then
    config.AddTask("MACHINE_POINT").Detail("Machine Point").Time(0.01m);
    config.AddTask("THREAD_ROLL").Detail("Roll Threads").Time(0.01m);
    config.AddTask("HEAT_TREAT").Detail("Heat Treat").Time(0.01m);

Straightening (Group: Process / PRIO: 65)

Additional tasks are added to complete the manufacturing process.

when
    var len = Attribute_DIM(a => a.NameIs("LEN") && len.IN() > 6);

then
    config.AddTask("STRAIGHTEN").Detail("Straighten").Time(0.01m);

Deburr (Group: Process / PRIO: 62)

Additional tasks are added to complete the manufacturing process.

when
    var len = Attribute_DIM(a => a.NameIs("LEN") && len.IN() > 6);

then
    config.AddTask("STRAIGHTEN").Detail("Machine Point").Time(0.01m);

Plating and Coating (Group: Process / PRIO: 60)

If a coating is required, we add the plating task and the hydrogen embrittlement bake.

when
    var config = Configurator();
    var coating = Attribute_TXT(a => a.NameIs("COATING") && !a.ValueIs("PLAIN"));

then
    config.AddTask("PLATING_OR_COATING");
    // High-strength bolts (Grade 8 / B7) usually require baking
    config.AddTask("BAKE_EMBRITTLEMENT");

Clean and Oil (Group: Process / PRIO: 50)

when
    var config = Configurator();

then
    config.AddTask("CLEAN_DEBURR");
    config.AddTask("FINAL_CLEAN_OIL");