Configurator Setup and Maintenance Overview - Service Repair

Setting up the configurator to ask questions to customize the product or perform an inspection or repair, and adjust the pricing and/or costing as necessary, is a multi-step process. There are a number of fields that determine how the price accumulates and how the item, job, or inspection is configured. To get a better idea of how you need to set up the configurator for an item, inspection, or repair, lay out the questions and possible answers the system will present to the user. For each answer, make note of the items or operations you want to use in the Sales Order, Manufacturing Order, or Service Repair Order. By doing some preparatory work before you set up the configurator, you will make the process easier.

Once you have set up the items you will need in Inventory and created any operations you might need in MFG - Routings and Resources, you can start to set up configurations. Use the Configuration Categories function to create categories to group related configurations.

The pricing options available for a configuration vary depending on the options you use during the set up. See Configurator Pricing for more details.

Before you start:

Because of the flexibility of the Configurator, there are a number of options you can use to create a unique inspection configuration. Each option can affect the price and cost of the configured item or process differently depending on the choices you make. To help you understand the options you have in configuring an inspection, we will walk through the setup process for a service repair order configuration. You can use the Configuration Worksheet to help you with this process.