Configurator Setup and Maintenance Overview

Setting up the configurator to ask questions to customize the product 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 or job is configured. To get a better idea of how you need to set up the configurator for an item or inspection, 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 Inspection. 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 type of configuration you are setting up, as well as 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 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 setting up a configuration, we will walk through the setup process for a sales order configuration, a production order configuration, and a service inspection configuration. You can use the Configuration Worksheet or the Service Inspection Configuration Worksheet to help you with this process.