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The ways options are defined and used can vary greatly.  Below are examples and explanations of the four cases in which option take rates can be calculated in Assembly Planner.

 

Models

A        Option Rule: 4 cylinder (100%), 2WD (100%), US (50%), MX (50%)

B        Option Rule: 4 cylinder (50%), 6 cylinder (50%), 2WD (100%), US (50%), UK (50%)

C        Option Rule: 6 cylinder (100%), 2WD (50%), 4WD (50%), MX (100%)

 

Option Groups

Engine                4 cylinder (100%), 6 cylinder (100%)

Transmission        2WD (100%), 4WD (100%)

Country                US (100%), MX (100%)

 

Orders

O1        A        4 cylinder, 2WD, US

O2        B        4 cylinder, 4WD, US

O3        B        6 cylinder, 4WD, US

O4        C        6 cylinder, 2WD, UK

 

Activities' Model Option Mapping

Act1        A        4 cyclinder, 2WD, US, UK

Act2        C        6 cylinder, 4WD, US, UK

 

Case 1

 Line Balancing Scenario                        Based on Orders

 DefaultOptionRuleType (preference)        None

 EnableModelOptionTakeRate (config)        True or False

•The config setting EnableModelOptionTakeRate will be ignored regardless of its value.

•The activity option take rate will be calculated based on the number of orders to which it is mapped. As long as any of the options mapped to the activity is in the order option list, this activity will be considered mapped to the order.

•In the example above, the take rate for Act1 is 0.5+0.25+0.75+0.25=1.75; the take rate for Act2 is 0.5+0.75+0.75+0.25=2.25.

 Note: The above summed values mean Act1 would be performed 175% of the time, and Act2 would be performed 225% of the time. This is not realistic; Case 1 is only recommended to be used if option groups are not defined.

 

Case 2

 Line Balancing Scenario                        Based on Orders

 DefaultOptionRuleType (preference)        OptionGroup

 EnableModelOptionTakeRate (config)        True or False

•The config setting EnableModelOptionTakeRate will be ignored regardless of its value.

•The activity option take rate will be calculated based on the number of orders to which the activity is mapped. The system first automatically forms the option rule for each activity. Specifically, options from the same group will be considered as OR, and options from different groups will be considered as AND.  As long as any valid option rule instance of an activity can be found in the order option list, this activity will be considered as mapped to the order.

•In the example above, the option rule for Act1 is 4 cylinder AND 2WD AND (US OR UK), and there are two option rule instances (4 cylinder, 2WD, US, and 4 cylinder, 2WD, UK). The first instance can be found in 1 order, and the second instance can be found in none of the orders. So the take rate of this activity is 0.25+0=0.25.

•The option rule for Act2 is 6 cylinder AND 4WD AND (US OR UK), and there are two option rule instances (6 cylinder, 4WD, US, and 6 cylinder, 4WD, UK). Both instances can be found in 1 order, so the take rate of this activity is 0.25+0.25=0.50.

 

Case 3

 Line Balancing Scenario                        Based on Model Option Mapping

 DefaultOptionRuleType (preference)        None or OptionGroup

 EnableModelOptionTakeRate (config)        True

•The preference setting DefaultOptionRuleType will be ignored regardless of its value.

•The option percentage will be based on the Option Rule under models, and all the options will be considered as OR.

•In the example above, the option take rate of Act1 (without considering model percentage) is 1+1+0.5+0.5=3.0; the option take rate of Act2 (without considering model percentage) is 1+0.5+0+1=2.5.

 

Case 4

 Line Balancing Scenario                        Based on Model Option Mapping

 DefaultOptionRuleType (preference)        None or OptionGroup

 EnableModelOptionTakeRate (config)        False

•The preference setting DefaultOptionRuleType will be ignored regardless of its value.

•The option percentage will be based on the option percentage in Option Library, and all the options will be considered as OR.

•In the example above, the option take rate of Act1 is 1+1+1+1=4; the option take rate of Act2 (without considering model percentage) is 1+1+1+1=4.

 

Another factor that can affect the Option Take Rates in Line Balancing only is a "NOT Option".  An option can be mapped as a "NOT Option" which means that it is typically considered standard for the corresponding model, but should be removed as a requirement for the specified order/activity: