Kinetic ConfiguratorUserGuide

Kinetic Configurator
Management User
Guide
Version 2023.2
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Table of Contents
Understanding Kinetic UX Configurator 6
Setup 7
Defining Configurator Types 8
Creating a New Configurator 9

Entering a New Configurator 9
Entering Target Entities 14
Defining Record Creation 18
Defining Record Creation Options 22
Entering Document Rules 24
Specifying Pricing Options 26
Defining Smart Strings 27
Creating Document Variables 28
Importing Configuration 29
Exporting Configuration 33
Defining Configurator Control Data 35
Working with Lookup Tables 36

Creating a Lookup Table 38
Importing a Lookup Table 40
Exporting a Lookup Table 41
Creating Configurator Rules 43
Entering Configurator Details 43
Creating Rule Sets 44
Adding a Rule Condition 46
Adding a Rule Action 47
Testing Configurator Rules 48
Creating User Defined Methods 49
Creating Global Input Variables 55
Creating Configured Parts 58

Creating a Configured Part 58
Adding a Part Revision 58
Defining a Part Method in Engineering Workbench 60
Checking In and Approving a Part Revision 62
Operations 63
Launching Kinetic Configurator in the Application Studio 64
Designing Kinetic UX Configurator in the Application Studio 65
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Launching Kinetic UX Configurator in the Application Studio 65
Entering Input Controls 69
Adding a Different Input Control 72
Testing Your Kinetic UX Configurator 74
Entering a Dynamic List 76
Testing the Dynamic List 78
Creating the Invisible Action 80
Testing the Invisible Action 81
Creating the Read Only Action 82
Testing the Read Only Action 84
Setting Up the Layout 85
Specify the Product Color 87
Configurator Best Practices 89
Converting Classic to Kinetic UX Configurator 91
Using the Toolbox 92
Adding Configurator Pages 94
Defining Page Actions 99

Entering a Page Action 99
Understanding the Page Behavior Properties 103
Defining Page Events 108
Defining Input Properties 112

Define Input Control Properties 116
Defining Input Actions 119
Linking a Configurator to a Part 126
Creating Data Rules for Configurator 129

Create a Configurator 129
Add a Configurator Page 129
Add the Combo Box Input Control 132
Add the Text Box Input Control 135
Add the Check Box Input Control 135
Test the Configurator 136
Create the Price Rule 137
Create the Disable Rule 142
Test the Configurator 144
Creating a Multi-Company Configurator 146
Multi-Company Setup 146
Manufacturing Company Processing 148
Sales Company Processing 149
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Using the Expression Editor 150
Running the Verify Existing Configurations Process 152
Regenerating Configurations Process 153
Reports 154
Generating the Product Configuration Listing Report 155
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Understanding Kinetic UX Configurator
Design, configure, and test Kinetic UX Configurator in the Application Studio in a low code/no code
environment the same way you use it for your other applications. You can use the Application Studio
editors to create a configuration layout, add graphics from third-party providers, set up the
configuration's layers, rules, events, and basically anything you need to further work with it. You can
also add custom code expressions, if necessary.
Typically, a configurable product has several characteristics, which can have different selectable
values. For example, when you choose a configurable product in a sales order, the possible
characteristics selections for the product automatically display at item level. You can choose the
characteristic values you want and so determine a specific attribute for the configurable product.
Using the Configurator processes, you can create configurators (items with complex requirements
and a variety of options) which facilitates the ordering routine and enables on-the-fly configuration of
highly customizable and dimensional products when you create quotes, sales orders, purchase
orders, jobs or demand orders. After you create and approve a configuration, you can select the
required product characteristics which determines a specific attribute for the configurable product.
Currently, Kinetic UX Configurator only supports product configurations. Make sure the
configuration you create or convert is of the Product Configurator configuration type.
Use the following Applications to complete the configuration process:
l Configurator Entry
l Kinetic UX Configurator
l Configurator Rules
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Setup
This section describes the primary records you need to create for the Configurator Management
module. These are in the Setup folder for this module. Only the primary records are described here.
Some areas within the next Operations section may also document setup records if they are required
for a specific workflow.
You may also need to set up some parameters in Company Configuration. Some modules have
global settings you define through this administration application. For more information, review
application help.
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Defining Configurator Types
In Configurator Type Maintenance, define configurator types in the Configurator Type field. You
can find these types in the Configurator Control Data program. These configurator types allow you
to designate the usage for a specific CFG Control Data record; examples include temperature, size,
color, weight and pressure. The records are used by the Enterprise Configurator Server Process for
synchronization of configurator tables between companies.
To define a configurator type:
1. Open Configurator Type Maintenance.
Sales Management > Configurator Management > Setup > Configurator Type
2. Select New.
3. Enter the configurator type and description.
4. Select Save.
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Creating a New Configurator
The first step in the configurator process is to create a new configurator record. When you create a
new record, you assign an ID and description to each record. You also define basic settings for the
configurator, enterprise configurator, pricing rules, document rules, and part creation. These settings
are responsible for how the configuration operates during a configurator session.
Use the landing page to view and select existing configurators.
Entering a New Configurator

To begin, you need to assign a configurator record new ID and description.
To create a new configurator:
1. Open Configurator Entry.
Sales Management > Configurator Management > General Operations > Configurator Entry
2. Select New Configurator.

3. In the Configurator field, enter your configurator ID.
4. In the Description field, enter the configurator description.
5. In the Configurator Type field, select one of the configurator types.
The configurator types include:
l Product Configurator - You can link this configurator to a part marked as non-stock.
When selected, the product configurator records are available in Quote Entry, Order
Entry, Demand Entry, Job Entry and Purchase Order Entry.
This type activates the following configuration programs:
l Configurator Rules Entry

l Configurator Designer
When you select this type, the 'Design In Application Studio' check box is
selected by default.
l Epicor Web Configurator - Select if you want to deploy the configurator record to the
Epicor Web Configurator (EWC).
The following rules apply to the Epicor Web Configurator:
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l With the exception of Dynamic List Conditions and Client User Defined Methods,
you write expressions using JavaScript.
l When configuring via EpicorCommerce Connect (ECC) the EWC team will launch
the configurator as it isdefined in EWC. Kinetic is not responsible for executing the
User Interface (UI) portion of the configurator, as it is fully controlled via EWC after
deployment. When the EWC portion is complete, it calls into Kinetic to save the
configuration. Kinetic then processes all Server side logic and stores the PcValue
data.
To use this configurator type, you must install the Advanced Configurator
license.
l Inspection Plan Configurator - Select to link a configurator to inspection plans. When

you approve the inspection plan configurator, it will become available in Inspection Data
Collection.
This type activates the following configuration programs:
l Configurator Rules Entry

l Configurator Designer
To use this configurator type, you must install the Enhanced Quality
Management (EQM) license.
l No Inputs Configurator - Select to create a non-input based configurator. The No Inputs

Configurator allows you to define method rules that execute at Get Details in Job Entry
and Quote Entry without having to enter input values. You can also define Document
Rules for this configurator type. For example, use the Document Rules to update fields
on the sales order or quote based on the context.customer making the order.
Once you link the configurator with this type to a part and define method
rules for the part's method of manufacture (operations &materials), the
method rules automatically execute once you run Get Details in either Job
Entry or Quote Entry.
This type does not support the Client side processing.
l CPQ Configurator - Select this option if the configurator record you are entering was
created in the CPQ app.
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To learn about the CPQ configurator, review the Working with CPQ
Configurator article and its related articles.
6. Select the Display Configuration Summary Grid check box to display the Configuration
Summary grid when you reconfigure a part using this configuration in Opportunity/Quote
Entry, Order Entry, Purchase Order Entry, Job Entry or Demand Entry.
If you clear this check box and launch a configuration from within the Sales Order Tracker,
Purchase Order Tracker, or Quote Entry Tracker, the read - only version of the actual
configuration displays. You cannot define, modify, or save inputs when viewing the
configuration. The following rules apply when viewing a configuration using the trackers:
l No expressions run when you open and navigate through a configuration launched
using the trackers.
l If a configuration for a part has changed, the trackers will display only the pages and
inputs that existed when the part was configured.
l When skipping a page, all the inputs remain inactive and the logic executes correctly.
l When skipping a page from a code editor, the logic does not execute, since expressions
do not run in trackers, but the page displays.
7. Mark the configurator as Enterprise Configurator, if required.
Indicates that the selected configurator is an enterprise configurator and enables the external
company setup options within the Configurator Designer. To use this check box, you must
install the Multi-Company module.
If you've already synchronized the configurator, clearing this check box removes
the configurator in the external companies when you next run the synchronization
process.
8. If you need to synchronize the configurator with external companies, select the Synchronize
check box.
The receiving external companies must have the Product Configurator license
installed. However, those companies cannot modify the configurator. This check
box is active only if you select the Enterprise Configurator check box for the
Configurator ID you are defining.
9. If you want to load the configurator design layout that was in effect at the time you originally
configured the part, select the Use Saved Layout When Reconfiguring check box.
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10. If you've defined a multi-level method of manufacture for the part revision for which the
configuration process is being defined, then select the Single Level Configuration check box.
The following rules apply:
l Selecting this check box prevents you from defining method rules for sub-assemblies. If
you clear this check box, you can define method rules for all levels of indenture within
the method of manufacture, including sub-assemblies.
l If a configurator includes a sub-configurator(s) (sequence), the Single Level
Configuration is cleared and disabled.
l If your configurator includes a sub configurator(s), but you haven't created the sequence
and you select this check box, then when you run the Rebuild Configurator Sequence
process, the process validates and clears this check box.
11. If you want to reduce the disc space consumed, select the Shrink Properties check box.
The check box dictates whether the field properties will write all twenty two
nodes, corresponding to all properties per control, or just the ones that are being
used.
12. Select the Synchronize Revision Approval check box to automatically synchronize to the
approval of the configured part.
l Kinetic automatically approves or unapproves the associated part revision. If you select
this check box, the Revision checked out by ECO Group. Do you wish to approve the
configuration? warning message displays when the configuration status changes and
the revision is checked out to an ECO group.
l If you select Yes, you can continue with the part revision status synchronization.
l If you select No, the part revision status is not automatically updated.
l Kinetic automatically synchronizes the approval of the associated inspection plan (if
any) to the approval of the configured part. Kinetic either selects or clears the Approve
check box in Inspection Plan Maintenance.
l Clear this check box if approval of the part revision and associated inspection plan
should not be automatically synchronized for the approval of the configured part. This
skips automatic synchronization of the Approved check box when the part revision or
inspection plan is approved.
13. If you want the MRP process to recycle the job that hold this configuration, select the Allow
recycling of MRP Jobs check box.
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You cannot recycle all the jobs that carry configurations error free. For example,
only select this check box for configurations that are good candidates for
recycling. The good candidates include:
l Configurations that don't include method and document rules.
l If configurations include method rules and the method rules only use input
values.
Try to avoid selecting this check box for configurations with method rules that use
outside data to control important values in Bill of Materials (BOM). The outside
data is anything that is not an input value or relate to the User Defined Function
logic. For example, if the user defined function uses outside data to calculate a
return value that impacts the BOM, then Kinetic does not track it and therefore
the configuration would not be a good candidate for recycling.
14. Select a Dynamic Class, if required.
You define a dynamic attribute class using Dynamic Attribute Class

Maintenance.
Example
In Dynamic Attribute Class Maintenance you define an Attribute Class ID called Picture
Frame. The Picture Frame class includes two attributes as follows:
l Frame Color -Includes red, blue, and yellow in its Dynamic Attribute Values List.
l Frame Material -Includes plastic, silver, and gold in its Dynamic Attribute Values List.
Next, you link the Picture Frame dynamic attribute class to your configurator and in the
Configurator Designer add two Combo Box inputs. Finally, define the following settings:
Combo Box #1
l External Ref - Select

l Dynamic Attribute ID -Search for and select Frame Color.
l Use List Items - Select
l Use Label - True
Combo Box #2
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l Dynamic Attribute ID -Search for and select Frame Color.
l Use Label - True
When you save and test your configurator, the Test Page will display two combo boxes with
labels and list items that default from Dynamic Attribute Class Maintenance.
15. Select Save.
Entering Target Entities

You specify target entities based on where you want to configure a part. You can select the tables
that are related to the specific programs. For example, Sales Order Entry, Quote Entry, Job Entry,
Purchase Order Entry or Demand Entry.
To enter a target entity:
1. Make sure the Detail card is in focus.
2. Scroll down and expand the Target Entity card.
3. To add a new target entity, select New.
If you don't want to add a new entity, you can select an existing one from the
Target Entities table.
4. If you are adding a new target entity, select a table in the Table Name column field.
Some of the existing tables include:
l DemandDetail - Stores descriptive demand detail information that relates to the

Demand Header row to which it is linked. This information is used to create individual
demand entries that you can view in Demand Entry.
l ECORev - Establishes the revisions of a part within an ECO Group, and is a child of the
ECOGroup table.
l JobAssmbl - Contains information about all of the assemblies required for a job. The
BOM type structure is maintained in this table using the network model with Relational
DBMS keys as pointers. This table updates when you use Job Entry.
l JobHead - Stores header information for individual jobs. This table Kinetic updates
when you use Job Entry.
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l JobMtl - Contains information about the material content required for an individual job.
This table Kinetic updates when you use Job Entry.
l OrderDtl - Stores sales order line detail information. This table is a subset of the
OrderHed table. There may be many OrderDtl records per each OrderHed record. This
table updates when you use Order Entry.
l PODetail - Stores purchase order line detail information. This table updates when you
use Purchase Order Entry.
l QuoteAsm - Contains information about all of the assemblies required for
manufacturing a quoted item. It is a many to one subset of the QuoteDtl table. This table
updates when you use Opportunity/Quote Entry.
l QuoteDtl - Stores quote line detail information. This table is a subset of the QuoteHed
table. There may be many QuoteDtl records per each QuoteHed record. This table
updates when you use Opportunity/Quote Entry.
l QuoteMtl - Contains information about the material content required for manufacturing a
quoted item. This table updates when you use Opportunity/Quote Entry.
5. If you want to create a new part record when an item is configured during an actual
configuration session in Order Entry, Opportunity/Quote Entry, Purchase Order Entry, Job
Entry or Demand Entry once you save your configuration, select the Allow Record Creation
check box.
l You can designate the use of Allow Record Creation functionality for top assembly, as
well as sub-assembly configurators.
l The Inspection Plan configuration type does not support record creation.
l When you define record creation (or smart string) parameters for a sub-assembly
configured part, Kinetic processes these parameters for the lower level configured part
when you save the associated top-level configuration during your configurator session.
6. Select the Prompt For Configuration check box to allow generation of methods of
manufacture in the Engineering Workbench using the method rules you have assigned to the
based configured part.
Example
If you create a configurator for base part A with 20 material parts attached, 15 operations, and
a series of defined rules, including method rules, then use Get Details in the Engineering
Workbench to get method of manufacture (associated with the base configured part). When
you engineer another assembly part, the 'Would you like to enter a configuration and get
details from resulting method?'message displays:
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l If you select Yes, the Engineering Workbench invokes a configuration session for the
specified base part. This allows you to configure it. When you save the resulting
configuration, Kinetic processes the associated method rules, resulting in tailored
materials and operations content. This configured materials and operations detail is
then retrieved for engineering of the assembly part.
If the resulting configuration for Part A contains four parts and two
operations, after the method rules have been applied during the
Configuration session, only those materials and operation details are
retrieved for use in engineering of the assembly part.
l If you select No, the Engineering Workbench does not invoke a configuration session for
the base part. In this case, it retrieves all materials or operations that have been directly
attached to the base configured part. This is not the tailored content that would have
resulted had the configuration session been invoked, because the associated method
rules have not been applied.
For the base part A, Kinetic retrieves the 20 attached material parts and 15
operations originally attached to the base configured part for use in the
engineering assembly part.
Clear this check box to prevent generation of methods of manufacture in the

Engineering Workbench using the method rules you have assigned to the based
configured part. In this case, the functionality described in the example is not
available when you attempt to get details for the base configured part. In this
situation, Kinetic does not invoke a configurator session.
7. Select the Incoming Smart String check box to allow for manual entry of a smart string when
configuring the base part (using the current configuration being designed) during an actual
configuration session.
Logic
In a traditional configuration session, after you select the Configure button in

Opportunity/Quote Entry, Order Entry, PurchaseOrder Entry, Job Entry, Purchase Order Entry
or Demand Entry, Kinetic directly accesses and sequentially displays each of the configuration
input pages you have created for your configurator. You can use this check box to (optionally)
specify if, during an actual configuration session, all input values for the configuration can
instead be loaded through manual entry of a 'smart string' that contains concatenated values,
each representing a certain aspect of the configured item.
The following logic applies:
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l When you enable this functionality, Kinetic displays a dialog box during your
configuration session, prompting you to enter a smart string value. It then attempts to
process and load all associated configuration input values from the supplied string.
l To properly process the smart string values, you must define starting and ending
positions for each of the configuration value contained within a typical smart string.
For example, the first string position (Color) might be start in position 1, end
in position 2, and represent the color of the item. While positions 3 and 4
(Metal Type) might represent the type of metal used for the item. To define
these positional values, you use Part Creation designate the input name,
start position and end position for each of the configuration input values.
l When you select this check box, it also supports automated processing of incoming
configuration parts data by the EDI and Demand Management module functions in
Kinetic. This allows a smart string configuration strings contained in incoming EDI
records to be properly processed and passed to Demand Entry for demand
management processing.
l Keep this check box cleared for the configurator to skip use of a smart string
configuration.
While similarly named, the Incoming Smart String check box is not related to the
smart string functionality you define for Part Creation. The Part Creation smart
string defines if or how a special identifying number (a smart string, or unique part
number) should be constructed by Kinetic to identify a configuration of this part,
based on the entries made during a traditional configuration session in Order
Entry, Opportunity/Quote Entry, Purchase Order Entry or Job Entry. This type of
smart string identifies the configuration for customer reference, and it optionally
prints on quote or order acknowledgment forms associated with this part.
Example
You enter a Picture Frame combo box input control and create a dynamic list with the following
lines:
l Gold
l Silver
l Plastic
Next, you define the Start and End positions for the input control, using the Smart String page.
During a configuration session, if you enter an incorrect value into the Smart String prompt and
confirm, Kinetic won't validate the entered smart string and the Picture Frame combo box input
defaults as blank.
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If your configurator does not include a dynamic list, but you define List Items only, and during a
configuration session you enter an incorrect value into the Smart String prompt and confirm,
then Kinetic will display an error message informing you that the entered value includes an
invalid smart string value.
The same invalid smart string value logic applies if you enter an incorrect value for the
Character input control.
If you tie a combo box input control to a Dynamic List, Kinetic won't validate
incoming smart strings, even if the condition is not met.
8. Select the Allow Reconfiguration check box if you want to configure a configuration that was
originally configured in another entity.
If you configure a buy direct configuration in Sales Order Entry and transfer it to
Purchase Order Entry, this check box designates whether the buyer can
reconfigure the purchase order line that was originally configured by the sales
person. This check box has no bearing on reconfiguration within the same entity,
meaning that if the configuration is configured in Sales Order Entry, the
salesperson is always allowed to reconfigure in Sales Order Entry.
9. Select Save.
Defining Record Creation

You can define parameters that designate if and how part records should be entered or created
when an item is configured. You also use Record Creation to define if or how a special identifying
number (a smart string, or unique part number) should be constructed to identify a configuration of
this part, based on the entries made during an actual configuration session in Order Entry,
Opportunity/Quote Entry, Job Entry, Purchase Order Entry, Demand Entry or Epicor Commerce
Connect (ECC) Web Basket.
To define a record creation:
You can define the part and smart string creation for top assembly, as well as sub-
assembly configurators.
1. In the Nav Tree, select Record Creation.
The Part Creation card displays.
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2. Select the Enable Part Number Creation check box, if you want Kinetic to create a new part
number when you create a configuration for the base part and save.
Kinetic automatically links the newly created part number back to the base part
number, allowing it to be reconfigured at any time.
3. Select the Set Part Number Only check box to generate and set just the part number, but skip
creation of a part record itself.
l The generated part number itself is still assigned to the quote line, order line, job,
purchase order or demand order, according to where the base configured part is being
configured.
l This check box controls whether you are setting the part number field only or setting the
part number field and creating a physical part record. Some users use this function as a
part number generating engine.
Clear this check box to generate a part number and create an actual record in the
Part table.
4. Select the Prompt User to Confirm New Part check box to display the 'Would you like to
create a new part number for this configuration?' message during a configuration session.
Clear this check box to automatically create a part number in the Part file. In this
scenario, no message displays during a configuration session, prompting you to
create new part number.
5. If you want to be notified of a duplicated part number, select the Notify User of Duplicate Part
Numbers check box.
It may well be that your database already includes the Kinetic generated part
number. If you want to be notified about the duplication, select this check box.
6. Create New Part Number at Zero Cost
Select the New Part Number at Zero Cost check box to set the cost of the new part at zero.
If you clear this check box, the cost of the base part is used as the cost of the new
part. Zero costs mean that the newly created part does not inherit the part unit
cost of the base configurator.
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7. Select the Create Non-Configurable Part check box to remove the link back to the base
configured part.
l Kinetic automatically links the newly created part number back to the base part number.
l The newly created part is treated as a standard part and is no longer considered a
reconfigurable part.
Clear this check box to keep the link back to the based configured part. In this
case, the part is still considered a reconfigurable part.
8. Select the Create Revision check box to also create a new part revision record for the newly
created part.
You would select this check box in such a case where you would only want a new
revision and not a method.
9. If you want Kinetic to also generate a method of manufacture (bill of operations and materials),
select the Generate Method check box.
If you select this check box then Kinetic generates a method of manufacture by
processing associated method rules.
10. Select the Create Alternative Methods check box if you want Kinetic to generate an alternate
method in other sites when a part is created.
11. If you want the Part Revision Checkout display when you configure and save your
configuration, select the Prompt For Checkout check box.
This allows for check out of the newly created configured part revision to the
Engineering Workbench.
12. If you select the Prompt For Checkout check box, you can use the Default ECO Group field to
specify the default value that displays in the ECO Group field in the Part Revision Checkout
panel.
13. If you want to have the selected input values saved during your configurator session, select
the Save Input Values check box.
14. Select the Use Quote Method check box to specify if the method of manufacture generated
for a job (for a configured item using this configurator ID) should be created using the method
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rules defined for use in quotes instead of those defined for jobs.
15. Use the Available Methods field to specify the method of manufacture being used to assign a
part number in the configuration session, rather than generate a new one.
The options include:
l Use Smart String as the new part number - Use the smart string generated in the
configuration session as the new part number
l Prompt for a new part number - During a configuration session, Kinetic displays a
message prompting you for manual entry of a part number for your configuration, when
you save the configuration.
Available methods control the part number created and are used to update the
quote line, order line, job, purchase order or demand order part number fields,
when you configure the base part in those entities.
16. Use the Smart String Structure field to review the resulting structure of the smart string as you
specify the parameters being used for its construction.
The field is for display only.
17. In the Available Styles field, select one of the styles to specify how you want to construct the
smart string.
l No Smart String Functionality - No Smart String should be created.

l Smart String Constructed from Inputs - The smart string is constructed based on the
inputs you enter when you configure a part in Order Entry, Opportunity/Quote Entry,Job
Entry, Purchase Order Entry, Demand Entry or Epicor Commerce Connect (ECC)Web
Basket. When you select this option, you must specify the selected inputs on which the
smart string is being based using the available inputs.
l Part Number + OrderNumber/Quote Number + Order/Quote Line - The smart string
should be constructed from a part number, order or quote numbers, or the line number
from the order or quote.
l Part Number + SequentialNumber - The smart string should be constructed from a part
number and a sequential number.
18. In the Separator Character field, specify the delimiter character that should separate the
individual element sections of the smart string.
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l Dash (-) - Delimits the individual elements with a dash.
l Space ( ) - Delimits theindividual element sections with a space.
l Slash (/) - Delimits theindividual elements of the Smart String with a slash.
l Underscore (__) - Delimits the individual elements with an underscore.
l No Separator - No delimiters separate the individual elements.
19. If you select the Part Number + Order Number/Quote Number + Order/Quote Line available
style then in the Digit Structure field, select the structure of the digits for the smart string.
l Include Leading Zeros (00000999) - The significant digits of the smart string should be
preceded by leading zeroes. The significant digits are comprised of the individual
elements sections of the smart string. In this case, the order/quote number and the
order/quote line item.
l Exclude Leading Zeros(999) - The digit structure only includes the significant digits of
the smart string (no leading zeroes).
20. If you selected the Part Number + Sequential Number available styles then in the Starting
Sequence field, specify the starting sequence number for the smart string. For example, 1000.
As Kinetic generate each smart string, this sequence number automatically increments by
one.
21. Select Save.
Defining Record Creation Options

Define the part creation options. This is an extension of the part creation data you entered.
To define the record creation options:
1. In the Nav Tree, make sure you select Record Creation.
The Part Creation card displays.
2. Scroll down to display the Options card.
3. Select New.
4. If you want the smart string to begin with the part number for the part being configured, select
the Preface w/Part Number check box.
5. Select the Customer Part Number check box if the customer part number that displays in
Sales Order Entry or Quote Entry should include the resulting smart string generated during a
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6. Select the Part Description check box if the smart string generated during a configuration
session should be the actual part description on orders, quote or job lines. The smart string
also becomes the new part description.
7. Select the Format button to specify the formatting of the value , entered for the selected input
during a configuration session, and how it should display in the resulting smart string.
For example, if you have selected the combo box input control then specify the
value that should display in the resulting smart string.
The formatting options that display in the Smart String Display Format panel are
dependent on the selected input type.
8. The Start Position field defines the starting position for the value of an input control in a smart
string.
Example
You add four combo box input controls to your page. Assume each combo box includes the
following List items and the configurator represents different types of a domestic heater:
Combo Box List Values

Color Black, White
Size L1, L2
Product Code N1, N2
Fan Yes, No
Assume that a customer orders the domestic heater in the following specifications:
l Color - Black
l Size - L1
l Product Code - N1
l Fan - No
The Start Position and End Position fields hold the following values:
Combo Box Start Position End Position

Color 0 0
Size 0 2
Product Code 0 2
Integrated Fan 0 1
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Once you save your selection, the smart string output displays the following smart string,
based on the Start and End positions:
ABL1N1No
Kinetic generates the smart string above using the entered and saved Start and End position
values. For instance, Kinetic generates B for black using the following logic:
l B-0
l L-1
l A-2
l C-3
l K-4
Kinetic follows the same logic for the rest of the inputs. In this case, Size, Product Code, and
Fan.
9. The End Position field defines the ending position for the value of this input control in a smart
string.
Review the example in for the Start Position field.
10. Select Save.
Entering Document Rules

Document rules allow for automatic updating of the source documents (quotes, sales orders, job
orders, purchase orders, or demand orders) that initiate production of a configured item.
Example
Based on the rule syntax, Kinetic updates the tables and fields defined in the rule with the
appropriate resulting values, also specified in the rule expression. For instance, using a Set Field
rule, data such as pricing, company code assignment or the description of the sales order line stored
in the OrderDtl table can be assigned specific values based on the components selected in the
configuration session. By separating the document rules from the manufacturing (method) rules,
Kinetic executes these rules against the calling document that initiated the configuration (quote,
sales order, job or purchase order) at the time you save your configuration. This eliminates the need
to perform Get Details in Quote Entry or Job Entry.
You can use document rules in a single-company or multi-company environments.

Based on the rule expression syntax, Kinetic updates the tables and fields defined in
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the rule with the appropriate resulting values, also specified in the rule expression.
To enter a document rule:
1. In the Nav Tree, select Document Rules.
The Detail card displays.
2. Select Add.
3. In the Rule field, select Always execute.
4. In the Rule Condition field, select one of the available rule conditions.
The list of rule conditions includes:
l Always execute
l The target entity is Equal to Specified value
l Column Specified of target entity is Equal to Specified value
l The Specified expression is Equal to true
l Session parameter Specified is Equal to Specified value
l Current user belongs to Specified user group
You can change the required rule condition by selecting the highlighted text within the
condition to open the Entity Selection Editor, Option List Editor, Value From String Constant
Editor, and the Expression Editor. The editors allow you to modify the selected rule condition.
For example, if you select the 'The target entity is Equal to Specified value' rule
condition, you have the option to decide whether you want this condition to apply
the quote, demand, job, order or part entity.
5. Select Save.
6. In the Actions panel, select Add.
7. In the Action column field, select one of the available actions.
The list of actions includes:
l Set Specified field of target entity to Specified value - Change an entity field value using
a constant value.
l Set Specified configurator pricing to Specified constant value - change an entity field
value using a constant value.
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l Set Specified configurator pricing to Specified expression value - Change an entity field
value using an expression value.
l Execute Specified expression - Define an expression to assign a value to a variable or
an entity field.
8. Select Save.
Specifying Pricing Options

Once you define the document rule(s) and action(s), specify the pricing options.
To enter the pricing options:
1. If you want to use global component pricing when configuring a base part, select the Use
Component Pricing check box.
Kinetic calculates the component price in an actual configuration session using

the resulting bill of material, based on the price lists of each remaining
components after all applicable method rules have been applied. The resulting
component price is the total component price plus any additional input pricing you
may have defined.
If you keep this check box cleared then Kinetic uses the pricing parameters
defined in the document rules to calculate pricing during your configuration
session.
2. If you select the Use Resulting Job Method For Component Pricing check box, Kinetic
applies the appropriate method rules against the job entity you defined for your configurator.
If you select the Use Component Pricing check box and clear the Use Resulting
Job Method For Component Pricing check box then Kinetic uses the resulting
quote method to determine component pricing during your configuration session.
When you complete the configuration session and save, Kinetic applies the
appropriate Keep When and Set Field method rules against the quote entity
defined for your configurator. After applying these rules, Kinetic uses the
resulting part number, and per quantities, to create a virtual method of
manufacture for your quote, which it uses to roll up the prices for each resulting
material and its quantity.
3. Select the Automatically Mark Method Materials Global check box if the base part should be
set to Global when you configure in a multi-company environment.
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This allows the associated method of manufacture, generated when you save
your configuration, to be exported by the Multi-Company Configuration Process.
This results in the linking of the associated material content to external
companies. Once you linked each material part in the external company, you can
use component pricing for the enterprise configurator part in the external
company.
Clear this check box if each material part contained in the resulting method of
manufacture must be manually set to Global in Part Maintenance. If not set to
Global, the associated part is not available for component pricing in the external
companies.
4. Select Save.
Defining Smart Strings

To properly process the smart string values, Kinetic must understand what the starting and ending
positions are for each of configuration values contained within a typical smart string. As a result, you
must define these positional values, to designate the input name, start and end positions for each of
the configuration input values.
When you select the Incoming Smart String check box located in Target Entities then
Kinetic displays a dialog box during the actual configuration session in
Opportunity/Quote Entry, Order Entry, Purchase Order Entry, Job Entry or Demand
Entry, prompting for entry of a smart string value. Next, it attempts to process and load
all associated configuration input values from the supplied string.
To define the smart strings:
1. In the Nav Tree, select Smart String.
The Input List page displays.
2. In the Input Name column field, select/highlight the input name that you want to enter the
smart string for.
The field specifies the name of the input control. For example, Color, Metal Type,
Engine Size, and so on. Kinetic uses the name to identify the control during
actual configuration sessions in Order Entry, Opportunity/QuoteEntry, Purchase
Order Entry, Job Entry or Demand Entry.
3. In the Start Position field, enter the starting position value for this input control.
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For example, the first string position (Color)might be start in position 1, end in
position 2 and represent the color of the item, while positions 3 and 4 (Metal
Type) might represent the type of metal used for the item.
4. In the End Position field, enter the end position value for this input control.
5. The Input Type field specifies a value of the page input control defined in the Application
Studio Configurator Designer.
6. The Page Display Sequence field specifies the page number where the entered input
displays.
7. The Read Only Expression controls whether the input is available in a configuration session.
8. Select Save.
Creating Document Variables

Use Document Variables to create variables to store temporal values.
For example, assume you define a variable for a field value located on the operation
level in order to be used for a material in the same method of manufacture. You want to
create and save variable for the analysis code value located in job operation and assign
that value using the action and condition expressions, for instance, variable1 =
JobOper.AnayslsCode. Therefore, when you are on the material in the method of
manufacture you can assign the value that is stored in the variable,
JobMtl.AnalsysCode = variable1.
Use Document Variables to:
l Define a variable for the four data types (String, Decimal, Date, Boolean) with a constant initial
value.
l Define a variable for the four data types with an expression defining the initial value.
l Define a variable for the four data types with an call to a user defined function returning the
initial value.
l Define an expression to assign values to one or more Document rule variables.
To create a document variable:
1. From the Overflow Menu , select Document Variables .
The Document Variables panel displays.
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2. Select New.
3. Inside the ExprType table, select one of the available options.
The list of document variables includes:
l Define Variable as DataType with Specified constant as initial value.

l Define Variable as DataType using Specified expression to assign the initial value.
l Define Variable as DataType using calling Specified user defined function to assign the
initial value.
Variable definitions for document rules are independent of the variable definitions
for method rules you define in Configurator Rule Entry.
4. Once you select your document variable, you can select the Variable, DataType, and
Specified links.
l Variable - If you select the Variable link then the Value From String Constant Editor
displays, where you specify the document variable name.
l DataType - If you select the DataType link, the Data Type Editor displays, where you
select one of the data types (String, Decimal, Date, or Boolean).
l Specified - If you select the Specified link, the Value From Decimal Constant Editor,
Value From String Constant Editor, Value From Date Constant Editor, or Value From
Boolean Constant Editor, Expression Editor, or Option List Editor displays.
The editor that displays vary and is based on what data type you select and
from what document variable option you select the Specified link.
For example, if you select the 'Define Variable as DataType using

Specified expression to assign the initial value' option then the Specified
link always displays the Expression Editor, no matter what data type you
select (String, Decimal, Date, or Boolean).
5. Select Save.
6. Select Close.
Importing Configuration
The Import Configuration provides great flexibility in specifying exactly which types of records
associated with the selected configuration file must be imported. It also allows you to specify if the
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company ID associated with the imported configuration records must be automatically updated, and
if the configuration must be approved once imported.
You can only import unapproved (Approved check box cleared) configurations from
another company or another database. Prior to using the import feature, a configuration
XML file must have been created by running Export Configuration.
Example
Assume you have part A with configurator A linked to it, and you export configurator A. Once
configurator A is exported, you create a new configurator B record in Configurator Entry and link it to
a revision for part A. Next, you import the previously exported configurator A via Configurator Entry.
As a result, configurator B rwill include the same configuration.
If you want a new part to use the exported configurator:
l Create part B.
l Create a new revision for part B.
l Link the new revision to configurator A.
l Check out the revision to the Engineering Workbench.
l In the Engineering Workbench, execute Get Details and select part A with its revision.
If the Configurator ID is the same for both revisions then the rules are copied too.
l Check in the revision for part B.
If a configurator that you are importing includes a Layered Image input, then it will
import only if a valid Image Layer ID exists. If it does not, the Layered Image input won't
import and you will be notified by a message.
Mulit-Tenant Import Logic
The logic related to import a configurator with assembly identifies whether the current assembly
paths defined on a server (Web.Config) match the paths defined in a respective .xml file. This
validates that the .dll exists in the paths. If the path defined in the .xml file doesn't match the current
server, the configurator logic identifies the existence of the .dll in the rest of the paths defined on the
server to replace the source path and finally imports the .xml.
For example, assume you want to export a configurator from your pilot environment and import it to
your live environment. If there are pcassembly rows in the .xml file then the path information points to
the pilot environment.
The import logic includes:
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1. If the assembly path matches the path defined on the Web.Config (AssemblyFileSystem), the
configurator imports error free.
2. If the assembly path doesn't match the path defined on the Web.Config
(AssemblyFileSystem), the configurator logic validates if the assembly (DLL) exists on any of
the valid paths defined on the Web.Config. If the DLL exists, the configurator imports replacing
the path defined on the XML.
3. If the assembly path doesn't match the path defined on the Web.Config
(AssemblyFileSystem), the configurator logic validates if the assembly (DLL) exists on any of
the valid paths defined on the Web.Config. If the DLL doesn't exist in any paths, the
configurator logic doesn't import the configurator and the exception displays, listing the non-
existent assemblies.
To import a configurator:
1. From the Overflow Menu , select Import Configuration.
The Import Configuration panel displays.
2. In the Import Options group box, select the import options.
l Replace Company ID - Select the check box to replace the company ID in the imported
configuration records with the companyID of the current company.
If the configuration is being imported from company 1 to company 2,

selecting this check box instructs Kinetic to change all occurrences of
company 1 in the imported configuration records to company 2. If the
export file was produced in another company and you do not select this
check box, an error message displays and the import is aborted.
l Approve Configuration - Select to automatically approve the configuration when

imported.
l Update Comments - Select to import comment text linked to each of the rules being
imported.
3. In the Part Creation group box, select the options.
l Update Smart String - Select to import Smart String parameters for the configuration.
l Update Part Creation - Select to import part creation parameters for the configuration.
4. In the Options group box, select the options.
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l Sequence - Select for Kinetic to generate the data to populate the Sequence card and
not directly import it as the BOM structures might be slightly different. Once the
Sequence records exist, Kinetic looks at the import file and updates the display
sequence.
You can set up a configuration where materials of configurator 1 can also

be configured. These sub-configurations display on the Sequence card.
Typically, when prompting you for the inputs, the configurations are
processed in BOM order; material 1, material 2, and so on. If you want to
change the display sequence of the materials, you can move the sub-
configurations around on the Sequence card.
l Inputs - Select to import Input parameters for the configuration.

l Global Variables - Select to import global variables for the configuration.
5. Specify the global variable actions.
You can either select Replace or Append. If you:
l Select Replace then Kinetic deletes any existing global variables in the selected
configurator before creating a new record using the import file.
l Select Append then Kinetic verifies if the global variable already exists in the selected
configurator. If the record exists, it won't be updated. Only records that don't exist are
created and updated. This allows you to keep any local changes you make to existing
records.
6. In the Rules Options group box, select the Document Rules or Method Rules options by first
selecting the respective check boxes.
You can either select Replace or Append.
l Document Rules
l Replace - If you select Replace then Kinetic deletes any existing Document Rules
in the selected configuration before creating new records using the import file.
l Append - If you select Append then Kinetic verifies if the Document Rules already
exist in the selected configuration. If the record exists, it won't be updated. Only
records that do not exist are created and updated. This allows you to keep any
local changes they make to existing records.
l Method Rules
l Replace - If you select Replace then Kinetic deletes any existing method rules in
the selected configuration before creating new records using the import file.
l Append - If you select Append then Kinetic verifies if the Method Rules already
exist in the selected configuration. If the record exists, it will not be updated. Only
records that don't exist are created and updated. This allows you to keep any local
changes you make to existing records.
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7. In the File Name field, select Search to search for and select an XML file you want to
import.
8. Select Import.
Exporting Configuration
The target company cannot import a configuration unless you first create a configuration XML file by
running the Export Configuration in your database. This program provides great flexibility in
specifying exactly which types of records associated with the selected configuration should be
exported.
Export Configuration does not export underlying records in tables such as the part
master, operation master, resource group, or resource. The assumption is that these
records have already been defined in the database to which the configuration records
themselves are being exported (they are all present in the target database or
company).
To export a configurator:
1. From the Overflow Menu , select Export Configuration.
The Export Configuration panel displays.
2. In the Export Options group box, select the required export options.
l Inputs - Select to export input rules for the configuration.

l Comments - Select to export comment text linked to each of the rules being exported.
l Sequence - Select to export sequence data that populate the Sequence card.
l Global Variables - Select to export global variables for the configuration.
3. In the Part Creation group box, select the required options.
l Smart String - Select to export Smart String parameters for the configuration.
l Part Creation - Select to export part creation parameters for the configuration.
4. In the Rules Options group box, select the required options.
You can either select Replace or Append.
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l Document Rules - Select to export document rules for the configuration.
l Method Rules - Select to export method rules for the configuration.
5. Select Export.
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Defining Configurator Control Data
In Configurator Data Maintenance, define records used by the Enterprise Configurator Server
Process for synchronization of configurator tables between companies.
The Enterprise Configurator Server Process automatically synchronizes the standard UD (user-
defined) tables associated with a configured part. However, it does not automatically synchronize
non-standard key fields used for lookup for the configurator (in most cases UD tables but also Excel
sheets, and sometimes customer records and part records. Even if they were synchronized, they
may be mapped, which complicates usage of lookups and external 4GL programs.
To resolve this issue, you can use the Configurator Control Data program to define CFG Control
Data table records; it is a user-defined table specifically designed for use with the Configurator.
It is similar to the standard UD tables but contains several user-defined Key fields and a link to the
configurator (company, part number and revision number) and a configurator type code defined in
the Configurator Type Maintenance program.
1. Open Configurator Control Data.
Sales Management > Configurator Management > Setup > Configurator Control Data
2. Select New to define Control Data table records.
The Configurator Card displays.
3. In the Configurator field, select Search and select a configurator.
If a multi-company configurator is referenced in this field, this record is

synchronized along with the configurator to other companies.
4. Specify the configurator type for which the CFG Control Data record is being defined. Select
Search to select the configurator type, as defined in Configurator Type Maintenance.
5. Define the user-defined index fields for this control data record.
6. Select Save.
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Working with Lookup Tables
In many cases you need data for your configurator that is outside the normal data stored for a part.
These additional attributes or options need a place to be catalogued.
You create a data lookup table with columns and column rows that contain values used as a data
source for combo boxes and expressions during a configurator session. This eliminates the need to
externally store and maintain separate comma delimited spreadsheets and tables.
Questions
l Can you have more than one Lookup Table?
Yes, this is a table of tables.
l Can you add more columns to the table? Can you name your own fields?
Yes. The number of columns available is not physically limited although you will find that there
is a practical limit. Too many columns become unmanageable. You are required to create your
own column names, and each name must be unique within that table.
l What are the lookup Functions?
Below is a table that shows all the lookup functions as well as samples of the data that would
be returned with their use. Note how some of these functions return a single value, while
others return a list of values. Some functions allow for ranges of rows, and some return ranges
of columns. Two of the functions return a COUNT of values in that row or column.
Col1 Col2 Col3 Col4 ColY

Row1 AA EEE IIII YYY
Row2 BB FFF JJJJ YYY
Row3 CC GGG KKKK

Row4 DD HHH LLLL YYY
RowY YYY YYY YYY
l PCLookUp.DataLookup(String LookupTable, String ColumnName, String

RowName)
l Basic Function - Returns one value based on X-Y intersection when you provide
Column and Row.
l Example - Inputs.D2.Value = PCLookUp.DataLookup ("SampleTable","Col2",
"Row3");
l Returns - CC
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l PCLookUp.DataRowList(String LookupTable, String RowName)
l Basic Function - Returns all values of an entire ROW (Excluding the First Column
containing the Row).
l Example - Inputs.D2.Value = PCLookUp.DataRowList ("SampleTable","Row3");
l Returns - CC~GGG~KKKK
l PCLookUp.DataRowListNum(String Lookuptable,StringRowName)
l Basic Function - Returns a COUNT of the number of items in an entire row.
l Command - Inputs.D2.Value = PCLookUp.DataRowListNum ("SampleTable","Row2");
l Returns - 5
l Example - Inputs.D2.Value = PCLookUp.DataRowListNum ("SampleTable","Row3");
l Returns - 4
l PCLookUp.DataRowRange (string LookupTable, String RowName,String StartCol, String

EndCol)
l Base Function - Returns all items from one ROW from column range provided.
l Example - Inputs.D2.Value = PCLookUp.DataRowRange

("SampleTable","Row3","Col2","ColY");
l Returns - CC~GGG~KKKK
l PCLookUp.DataRowLookup (string LookupTable, String RowName, String SearchValue)
l Basic Function - Returns COLUMN HEADINGS when a single ROW contains the
Search String value.
l Example - Inputs.D2.Value = PCLookUp.DataRowLookup ("SampleTable", "RowY",

"YYY");
l Returns - Col2~Col3~ColY
l PCLookUp.DataColumnList (string LookupTable, String RowName, String SearchValue)
l Basic Function - Returns all values of an entire COLUMN.
l Command - Inputs.D2.Value = PCLookUp.DataColumnList("SampleTable","Col1");
l Returns - Row1~Row2~Row3~Row4~RowY
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l Example - Inputs.D2.Value = PCLookUp.DataColumnList("SampleTable","Col4");
l Returns - IIII~JJJJ~KKKK~LLLL
l PCLookUp.DataColumnListNum (string LookupTable,String Column)
l Basic Function - Returns a COUNT of the number of items in an entire Column.
l Command - Inputs.D2.Value = PCLookUp.DataColumnListNum

("SampleTable","Col1");
l Returns - 5
l Example - Inputs.D2.Value = PCLookUp.DataColumnListNum ("SampleTable","Col4");
Returns - 4
l PCLookUp.DataColumnRange (string LookupTable, String Column, String StartRow,String

EndRow)
l Basic Function - Returns all items from one Column from Row range provided.
l Example - Inputs.D2.Value = PCLookUp.DataColumnRange

("SampleTable","Col2","Row1","Row3");
l Returns - AA~BB~CC
l PCLookUp.DataColumnLookupList (string LookupTable, String ColumnName, String

SearchValue)
l Basic Function - Returns COLUMN HEADINGS when a single Column contains the
Search String value.
l Example - Inputs.D2.Value = PCLookUp.DataRowLookupList ("SampleTable", "ColY",

"YYY");
l Returns - Row1~Row2~Row4~RowY
Creating a Lookup Table

To create a look up table:
1. Open Lookup Table Maintenance.
Sales Management > Configurator Management > Setup > Configurator Lookup Table
2. Select New Lookup Table.
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The Configurator Lookup Table card displays.
3. In the Lookup Table field, enter a lookup table ID.
For example, you can enter your name initials.
4. In the Description field, enter the lookup table description.
You can enter any description.
5. In the Column Set field, enter a column set ID.
You can reuse column sets for other LookupTable entries, if you select the
Template check box.
You can also search for and select a new column set.
6. In the Description field for a column set, enter a column set description.
7. If you want to reuse the entered column set for other Lookup Table entries, select the
Template check box.
8. Select Save.
9. Expand the Columns card.
10. Select New.
11. The Sequence field displays a numeric value according to the specification with which you
created the column sequence.
For example, is this is the first column you are creating then number '1' displays.
12. In the Column Label field, enter a name for the column.
The same column name displays in a CSv file once you export the column.
13. In the Value Type field, select once of the available value types, based on how you want the
column data to display.
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For example, if you define a column as Decimal with two decimal places as the
format, the Details card reflect this when you enter the actual row/column data.
The value types include:
l Boolean - This value type option is always True or False and does not use the format.
l Date Time - Specifies the date display. The default is M/d/yyyy.
l Decimal - When you select this option you can specify a display format for your Decimal
value type.
l String - When you select this option you can specify the number of allowable characters
that you can enter into the column fields.
14. Use the Display Format field to specify the format of the entered column.
l If you select the Decimal value type then you can enter the positive or negative
numbers.
l If you select the String value type then you can enter any character (alphanumeric,
punctuation marks, and so on) or only numbers (no alphanumeric characters).
15. If you want to use the entered lookup table among different companies, select the Global
check box.
Once you mark a lookup table as Global, you must initialize lookup tables using
the Lookup Tables command located in External Company Configurations.
16. Select Save.
Importing a Lookup Table

You can import column and row data contained in a CSV or XML files directly to Configurator Lookup
Table Maintenance.
l When importing CSV or XML files, you can create new configurator data lookup tables where
columns and rows are automatically created based on the imported data, or you can update
existing configurator data lookup tables, where columns are updated based on the imported
data.
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l You can also append imported values data to row and column values data that already exists
in specified configurator lookup tables, or replace existing row and column values data with
the imported data.
l When importing multiple lookup tables, if the lookup table already exists then the columns and
values will be copied only according to the column and values options.
To import a lookup table:
1. Once you create a new look up table, from the Overflow Menu , select Import.
The Import Lookup Table panel displays.
2. In the File field, select Search and search for and select the lookup table CSV or xml file
you want to import.
3. In the Columns field, select Append or Replace, depending on whether you want to update
columns on existing lookup tables or you want to replace the columns.
4. In the Values field, select Append or Replace, depending on whether you want to update data
on existing lookup tables or you want to replace the data.
5. Select Import.
6. Expand the Details card and review the imported columns and rows.
To display the Details card, you can also select the Details node in the Nav Tree.
7. Select Save.
Exporting a Lookup Table

You can export the entered lookup table record directly from Configurator Lookup Table
Maintenance in the CSV or XML formats.
To export a lookup table:
1. Once you create a new look up table, from the Overflow Menu , select Export.
The Export Lookup Table panel displays.
2. In the File Type field, select the CSV or XML option.
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3. In the Folder field, select Search and select the folder where you want to export the lookup
table.
4. Select Export.
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Creating Configurator Rules
You create configurator rules to specify how a method of manufacture should be created for use in
producing a part configured in a sales company.
Method rules modify a method of manufacture. In these method rules, you can do further
calculations, decide what operations and materials to keep, and which ones not to keep. You can
also further modify those operations and methods based on the questions and answers that will be
provided.
By separating the manufacturing rules and the method of manufacture from the other
rules, synchronization of the method of manufacture for a configured part is not
required between the manufacturing sales (external) companies. This allows you to
protect proprietary product information from potential distribution to unwanted parties.
There are two main ways of building the BOM for a configurator, but these two ways are not mutually
exclusive. Numerous times you would use both. Note you won't find either of these terms on the
Kinetic menu, as these are merely concepts in how you build a BOM and Routing.
Super BOM
Super BOMs are simply a way of saying that the BOM contains a material line for every possible
option. This is sometimes simply impossible to do.
Super BOMs are good when there are only a few material options and those options are stable.
Super BOMs are sometimes the easiest to implement because all that you need to do is decide
whether to keep the super BOM.
When not to use a Super BOM - Color option, let’s say that you allow up to 1000 paint color choices.
This would require 1000 material lines with all 1000 color options listed in the BOM.
Part Replacement BOM
When using a part replacement type BOM, you simply need to have one material position for each
possible element that is in your finished product.
This is especially good for BOMs for things like a variable input. For example, if you have 1000
possible paint colors, but you can only select one then you only need one material listed in the BOM.
Using the Method Rules, you will modify that material’s part number to the one selected in your
configurator session.
Entering Configurator Details

To begin, you need to assign a configurator record a new ID and description. You also need to select
a part that this configurator belongs to.
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1. Open Configurator Rule Entry.
Sales Management > Configurator Management > General Operations > Configurator Rule
Entry
2. In the Search By Configurator ID field, search and select your configurator.
The Detail card displays.
If you linked the configurator to a part in Part Maintenance, the Part Number field
should display the part the selected configurator is linked to.
However, you can search for and select a part.
Creating Rule Sets

A rule set can contain one or more rules and each rule is composed of a condition and one or more
actions. A Rule Set can hold a Keep When condition to prevent you from entering more than one rule
with a Keep When condition.
To create a new rule set:
1. Select the Rule Sets page.
The Rule Set, Rule Definition, Method Rules, and Comments cards display.
2. Expand the Rule Set card.
3. In the Nav Tree, expand the Operations and Material nodes.
Your configurator may include both, materials and operations. However, it could
also only include materials or operations.
4. In the Nav Tree, select one of the listed materials.
This is just an example. You can select an operation as well.
5. In the Nav Tree, if you selected a material then the material sequence displays in the Material
field.
6. In the Nav Tree, if you selected an operation then the operation sequence displays in the
Operation field.
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7. The Assembly Part field displays a unique Part ID for the assembly part.
The value in this field changes based on your Nav Tree assembly or sub-
assembly selection (method of manufacture). In the Nav Tree, if you select a
material sequence, this field displays the parent part record to which the selected
material belongs. The same logic applies to a selected operation.
Example
An assembly part A contains materials B and C. If you select material B or C then assembly
part A displays in this field.
An assembly part A contains materials B and C. Part B is a sub-assembly and contains

materials D and E (has its own method of manufacture). If you select material D or E then sub-
assembly part B displays in this field, because materials D and E are children of sub-assembly
B.
8. Select New.
9. If you need to add the Keep When rule, in the Keep Component When field, select the 'The
Specified expression is equal to true rule.
Unlike non-configured parts, the method of manufacture that is initially defined for
a configured universal part revision contains all component parts and operations
that could be included to manufacture the configured part, regardless of the
actual selected configuration options. When you configure a part, it used the
Keep Component When rule expressions to select materials, assemblies,
operation resources, or operations required for a particular configuration, based
on user input during a configuration session. The rule specifies the conditions
under which a particular material or operation should remain in the method of
manufacture.
Example
You have a part called Frame and you include a Reinforce operation in the part's method of
manufacture (MOM). However, this operation is not necessary if the Frame part is smaller than
three feet wide. As a result, you create an input called Width, and build the Keep Component
When rule for the Reinforce operation, so the operation is included in the MOM only when the
Width value is greater than three feet.
10. Select Save.
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Adding a Rule Condition
A rule condition defines the actual conditional rules code applied against the material you select in
the method of manufacture for the parent part.
If the rule condition is met (True) during an actual configuration session, Kinetic executes the
associated actions. If the rule condition isn't met (False) then Kinetic doesn't execute the associate
actions.
To add a rule condition:
1. Expand the Rule Definition card.
2. Select Add.
3. In the Rule Condition field, select the required condition.
The list of available rule conditions include:
l Always execute
l The target entity is equal to Specified value
l Column Specified of target entity is equal to Specified value
l The Specified expression is equal to true
l Session parameter Specified is equal to Specified value
l Current user belongs to Specified user group
You can change the required Rule Condition by selecting the entity within the
condition to open the Entity Selection Editor. The Entity Selection Editor allows
you to select the required entity name.
You further define conditions by selecting the link element located in each rule
condition.
Example
If you select 'The target entity is equal to Specified value' condition, you have the option to
decide whether you want this rule condition to apply to the quote or job. If you select the
'Column Specified of target entity is equal to Specified value' condition, you can select the
level at which this condition applies (quote or job) as well as the column it applies against in
these programs.
4. Select Save.
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Adding a Rule Action
A rule action is the actual action Kinetic performs if the conditions of the rule are met during an actual
The rule action you define for the selected rule condition depends on that rule condition,
meaning that only if the rule condition is met, does Kinetic execute the action.
Within a method of manufacture you can have multiple rule conditions with their
Actions.
To add a rule action:
1. Make sure the Rule Definition card is expanded.
2. In the Expr Type grid, select Add.
3. In the Expr Type grid, select one of the available actions.
The list of available rule action include:
l Set Specified field of current element to Specified value

l Set Specified field of target entity to Specified value
l Execute Specified expression
l Execute Specified rule function
You further define rule actions by selecting the link element located in each
action.
Example
l Select the 'Execute Specified expression' action and select the Specified link to open
the Expression Editor, where you enter a new expression.
l Select the 'Set Specified field of current element to Specified value' action and select
the first Specified link to open the Option List Editor. The editor displays fields related to
the BOM or BOO element selected. Depending on the field type selected using the first
Specified link, a form opens to be filled with value. The available forms include:
l Value From String

l Value From Decimal
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l Value From Date
l Value From Logical (Boolean)
4. Select Save.
Testing Configurator Rules

After you define configurator rules, you should test the rules to verify whether you achieve the correct
results.
To test the added rule conditions and actions:
1. From the Overflow Menu, select Test Rules.
The Test page displays.
2. Make sure that the correct materials and operations display in your method of manufacture.
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Creating User Defined Methods
User Defined Methods (UD Methods) are small code snippets you use to execute various
calculations and you can call them from multiple places.
You use UD Methods in multiple Client side events, such as field events, page events, read-only
expressions, dynamic list expressions, or program calls. You can also create Server side
expressions, such as document and method rules.
For example, you can write a calculation and reuse it by calling the UD Method from
various events and places. You create a Configurator page that includes four input
controls (Length, Width, Height, and Area). Then on the OnField Changed event for
Length, Width, and Height, you create an expression that sets the Area input to the
Calculate Area user defined function.
Providing an Epicor Cloud ERP - Multi Tenant user with Advanced Configurator
privileges to enable usage of custom C# code in an Epicor hosted environment may
require advanced approval from Cloud Operations to ensure conformity with our
security and operational standards.
UD Methods are written in C#
l C# (pronounced Sea Sharp) is a programming language.

l You don't need to know how to make complete C# programs.
l You do need to know some basic programming syntax.
l There are helping wizards and pre-defined functions available, but when those don’t help, you
can also use your favorite Web Search engine to find a command. The C# language help is
very available.
UD Methods Creation Guidelines
l UD Methods belong to a configurator.

l You can copy UD Methods from one configurator to another and then modify them within that
configurator.
l There is no concept (yet) of a shared or universal UD Method that is used by multiple
configurators.
Server Side
l Server-side UD Methods can access data.

l Shared/Hosted environments have special rules for creating Server-side methods.
l May be called from anywhere (Document Rules, Configurator Designer, and Method Rules).
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l Inputs may be sent, but they may also be not sent to save time when calling a UD Method with
parameters.
Client Side
l Client-side UD Methods can access data.

l Shared/Hosted environments have special rules for creating Client-side methods.
l May only be called from the Configurator Designer.
l Inputs are always available on the Client side.
Parameters
l All UD Methods can send and receive parameters.

l You can only use the Client-side methods in the Configurator Designer.
l You can use the Server-side UD Methods anywhere.
Returned Value
l You can define whether there is any value returned or not and the type of value that is.
l If nothing is returned, the UD Method may be used for doing simple calculations that populate
inputs directly or change the values of parameters that are then used after the call is complete.
Example
A sales person in a Pizza restaurant configures ingredients every time a customer comes to order a
pizza. Pizzas are sold in many variations. A pizza is entered in the system as a configured part.
Pizza ingredients include a sauce (configured part), a cheese(configured part), a seasoning

(configured part), and a topping (configured part). Toppings include pepperoni, ham, pineapple,
salami, mushrooms, and so on. Every topping is stocked, and has a minimum and maximum quantity
defined to ensure regular stock replenishment.
Every time the sales person configures a pizza, a Client UD Method can be triggered with the
purpose to check if the used ingredients are still inside the max. and min. limits. The Client-side UD
Method cannot access database tables, but a Server-side UD Method can. The Server-side method
receives a string array ref parameter, which includes all the used ingredients. If required, the out
parameter can be used to return a message. For example, a warning message about ingredient
stock quantities. The Server-side UD Method returns a boolean value, which indicates if the method
has run correctly, or if there are exceptions that need to be addressed in any Client or Server
methods.
In this example, let's call the Client-side UD Method 'clientValidateIngredients', which returns void,
and uses a string array input parameter with the ingredients used. No ref or out parameters are
defined at this point.
l Due to the fact that the Client-side UD Method cannot query the database that includes the list
of ingredients, it calls a Server-side named method. For example, server
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ValidateEnoughMinMaxQtys. The Server-side UD Method receives two parameters:
1. A ref string array parameter with the ingredients list. For example, this parameter is
named arrIngredients.
2. An out string parameter. For example, this parameter is named oMessage, and returns
a warning message, if one needs to be returned. For instance, if the ingredient
quantities are reaching their stock limits.
The Server UD Method Return Type is boolean (true/false), which indicates whether the
method was able to validate if there is still enough stock for each ingredient used (true), or if
something stopped the process (false)
l The Server UD Method then queries the database and goes over each ingredient, where it
gets the minimum and maximum stock limits for each ingredient and compares it against the
actual stock quantities. Finally, it validates the tolerance. It also determines whether a warning
message should display, if the stock levels for an ingredient crossed the tolerance, but not the
minimum limit.
l When the Server routine completes, successfully or not, the client ValidateIngredients Client
method evaluates the results, and can create another message to inform you that a specified
ingredient(s) needs to be replenished.
User defined methods are specific for a Configuration ID and you cannot share them
between configurators.
To create a user defined method:
2. If you want to define a User Define Method for an existing configurator, from the Landing page,
select your existing configurator.
If you are creating a new configurator record, refer to the Creating a New
Configurator and other Kinetic Configurator topics.
3. When you enter and define your configurator, select User Defined Methods.
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The User Defined Methods panel displays.
The panel includes the Client and Server side nodes.
l Client - You can only call from the Client side events and expressions
located in the Kinetic UX Configurator Designer, and the configurator
events located in Configurator Entry.
The Client side user defined methods cannot query the database as they
do not have access to the Server side framework. They have only access
to the Client side context functions, Lookup functions, Field Property
functions, and other Client side user defined methods. They are defined in
a new business object which you can access through the Main Menu or the
Overflow Menu located in Configurator Entry.
l Server - You can execute from both the Client and the Server side and
have the capability to execute queries against the database. The server
side UD Methods have access to the Server side context functions, Lookup
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functions, Field Property functions, Database tables (queries), and other
Server side user defined methods.
Only Methods with Method Type = Server are available for Document and
Method Rule Variables.
4. Select Add New.
The NewUDMethod page displays.
5. In the Name field, enter the name for the User Defined Method (UD Method) that you want to
create.
6. In the Description field, enter a short description for the UD Method.
7. In the Method Type field, select Client or Server, depending on where you want to execute the
UD Method.
To determine whether the created UD Method and its expression can or cannot
query a database, you must define a Method Type (Client or Server) for the UD
Method you are entering. Only expressions on the Server side have access to the
database. By calling a Server side UD Method from a Client event, it is possible
to retrieve database information to the Client.
8. In the Return Type field, select the data type you want to return for the entered expression.
l Void - Nothing is returned.

l String - A character string is returned.
l Boolean - A logical value is returned.
l Date - A date value is returned.
l Decimal - A decimal value is returned.
l Integer - An integer is returned.
l Array - An array of strings is returned.
9. Select the Don't Send Inputs check box, if you want send the inputs and their properties over
to the server.
10. Expand the Parameters card.
11. Select Add New.
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12. In the Type field, select the data type for the value being passed.
l String - A character string is passed.

l Boolean - A logical value is passed.
l Date - A date value is passed.
l Decimal - A decimal value is passed.
l Integer - An integer is passed.
l String[] - An array ofstrings is passed.
13. In the Name field, specify a name of the parameter.
14. Expand the C# card.
15. Select Edit Expression.
The Expression Editor displays.
16. In the Expression Builder, enter the required C# syntax.
17. Select Check Syntax.
18. Select OK.
19. Select Save.
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Creating Global Input Variables
You can use Global Input Variables logic to share information between parent and child
configurations executed in a configuration session for a single quote line, order line, job, purchase
order line or demand order line. It allows linking of the global variable in each configuration to a local
input variable.
You would typically use global input variables to share data like color, diameter, length, width or price
between parent and child configurators. For example, when creating a configuration for an office
cubicle that consists of walls (panels and painted frames), desktop and cabinet, a Color global input
variable can be developed that allows selection of the color when configuring the parent office
cubicle.
By creating a global input variable, and associating it with a configurator input control, you designate
that the value a user enters in the associated input control (for example, Color) during an actual
configuration session should also update the value of the global input variable selected in the Global
Input Variable Name parameter. In essence, the Global Input Variable logic directs Kinetic to pass a
value entered into the specified input control throughout a single configuration session for an order
line, quote line, job, purchase order line or demand order line.
This makes the value available to lower sub-assemblies or parts defined in the parent bill or
materials (BOM) that are also being configured during the same configuration session. It is useful if
you want to express a lower-level input in terms of a top-level input or another lower-level input.
For example, a global input variable doesn't necessarily have to be assigned at the top-level; it could
simply be selected and used on two sub-assembly configured parts, and the values could be passed
between the two sub-assemblies themselves.
The input for the top-level configured part displays as a selectable input when creating On Load, On
Loaded, On Complete and On Save events or rule expressions on the lower-level configured parts.
If two configured parts within the BOM structure need to reference or update the same global input
variable, the global input variable must be selected on at least one of the inputs in each separate
configured part for both configured parts. The global input variable isn't available to the configured
part unless it is selected in the Global Input Variable Name parameter.
l If you also select the same global input variable in another lower-level configurations input
then Kinetic updates the input for the corresponding lower-level configuration with the value
that has already been assigned to the global variable from the previous top-level or lower-level
configuration.
l The value that is assigned to this selected global variable stays consistent throughout a single
configuration session. If the value is changed on a lower-level configured part, the value also
changes for any other configured parts for which this same global variable has been selected.
This occurs within a single configuration session for a specific quote line, order line, purchase
55 October, 2023
order line or demand order line - this value does not pass across different line items on the
same order, quote, purchase order or demand order.
To create a global input variable:
1. Launch your configurator in the Application Studio.
2. Design your configurator.
This article will not explain how to design a configurator. It assumes that you
already know how to design it. If you need help with different Kinetic UX
Configurator features, refer to the Kinetic Help topics located in the Kinetic
Configurator and Setup sections of the Configurator Management.
3. From the Overflow menu , select Global Input Variables.
The Global Inputs Variables panel displays.
4. Select Add New.
5. In the VarName field, enter the name of the global input variable as it should display as a
selectable option.
Be aware when naming the global input variable selections so that they don't
have the same names as input controls themselves. For example, if an input
control being used for a configured part is called 'Size', then don't use it as the
name for any of global variable selections, if you want to use the global input
variable on that configured part.
The global input variables you create are not linked to a specific part or revision -
you create the selections as part of an all-inclusive list that can be shared by
many configured parts or revisions. It is advisable to use a naming convention
that clearly differentiates global input variable names from the names of input
controls themselves.
6. In the Data Type field, select one of the available data types options.
The available data types include:
l String - Global input variable is a fixed length, single-line character string.

l Date - Global input variable is a date.
l Decimal - Global input variable is a numeric with decimal places.
l Boolean - Global input variable is a logical operator that prompts for Yes/No conditions.
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7. If you selected String in the Data Type field then use the Initial String Value field to specify the
default character input value for the global input variable being defined.
Kinetic assigns this as the default value during an actual configuration session if
the global input variable doesn't already have a value, meaning it hasn't already
been assigned by a previous configured part during the same configuration
session.
8. If you selected Decimal in the Data Type field then use the Initial Decimal Value field to specify
the default decimal input value for the global input variable being defined.
session.
9. If you selected Boolean in the Data Type field then select the Initial Logical Value check box if
the global input variable being defined is a Logical value and you wish to set the initial value for
the Logical field as selected.
Example
Assume you've created a logical global input variable 'GLOBAL1', and selected the Initial
Logical Value check box. You selected this global input variable for a check box input control
created on a specific configuration.
When the input page that contains this check box loads during a configuration session, Kinetic
creates the global input variable and assigns the initial value. This also sets the default value
for the check box input to selected.
10. If you selected Date in the Data Type field then use the Initial Date Value field to specify the
default date input value for the global input variable input being defined.
session.
11. Select Save.
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Creating Configured Parts
If you use the Configurator to configure ordering options for a part, you must set up part records that
contain the base part information. You enter the top-level (universal) base assembly item that you
use for part configuration. A configured part must be defined as a non-stock item.
After you create your configurator, you select the configurator ID in the part.
For more detailed information on creating a part, refer to Entering Information about Parts.
Creating a Configured Part

1. From the main menu, navigate to Material Management > Inventory Management > Setup >
Part.
2. Select New to add a new (Replace).
3. Enter the part ID and its description.
4. Select the Manufactured type of the part. These are parts you normally manufacture and sell
to your customers.
5. Select the Non-Stock Item check box to indicate this part is not normally stocked. You must
select this check box to be able to configure the part.
6. Select Save.
Adding a Part Revision

Once you create a configuration part record, you then create revisions for it. The part revision is a
number or letter that indicates how many times the part has been modified. Whenever you refer to a
part in Kinetic, you must also specify a revision number. You create revisions when some change in
the part makes it unique from the previous part revision. Once you assign a revision to a configured
part, you can then checked it out to an ECO group.
1. Select New to add a new revision.
2. Enter the revision number and its description.
3. Enter other fields as necessary:
l Draw -Specifies an optional engineering drawing reference. Any value you enter in this
field displays as a default reference in Job Entry.
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l Eco - Specifies an optional engineering change order reference. This field is for
reference only.
l Effective - Specifies the date on which this revision becomes effective.
4. Select Save.
5. To check out revision, select Check Out Revision from the Overflow menu.
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6. Expand the Revision Detail card.
7. Enter or search for the configurator ID to link to the part.
8. Select Save.
Defining a Part Method in Engineering Workbench

1. On the Revision Detail card, select Engineering Workbench.
2. Using the options under the Engineering Details tree, add operations and materials you need
to build all the options for the configurable part. For more information about defining a part
method, refer to Using Engineering Workbench.
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3. Select the part revision in the tree.
4. On the Revision Detail card, select the Not Approved check box to specify the part revision is
approved for use. After you do this, the indicator displays as Approved.
You call also select Approve and Check In to approve and check in your part revision
in one step.
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Checking In and Approving a Part Revision
1. Expand the Revision Detail card.
2. Select the Not Approved check box. The check box changes to Approved.
3. The Description of Change pane slides out. Enter a description of the change.
4. Select OK.
5. Select Save.
After you set up your configured part and design your configurator, you link the configurator to the
part record. For more information, refer to Linking a Configurator to a Part Record.
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Operations
This section details the operations available through Configurator Management. Each operation is
described as a workflow to help guide you through the process from start to finish. These
applications are primarily found within the General Operations folder for this module. If a unique
setup record is required to run the operation, this is also described in this section.
You may also need to set up some parameters in Company Configuration. Some modules have
global settings you define through this administration application. For more information, review
application help.
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Launching Kinetic Configurator in the Application
Studio
You can design your configurator in the Application Studio, where you can to define a structured
configuration process used by data entry personnel to configure a universal base part number in
Sales Order Entry, Opportunity/Quote Entry, Job Entry, Purchase Order Entry, Demand Entry or
Epicor Commerce Connect (ECC) Web Basket.
A configurable item has characteristics, which can have different values. When configuring a
product, you can select the input values you want and so determine a specific attribute for the
configurable product. This allows you to create unique items according to customer requirements.
The Kinetic UX configurator is:
l An expert system used to capture engineering and product design knowledge.

l A tool that defines the manner in which attributes and controls should operate.
l A tool used to create a repository containing the component parts and operations required to
satisfy all possible configurations for a base item.
l A tool where you create page events for your configurator.
To launch the Kinetic UX configurator:
2. Select Search to select the configurator record you need.
You can also select your configurator directly using the Landing page.
If you want to create a new configurator record, select New.
For more information on how to create a new configurator, refer to the Creating a
New Configurator topic in the Kinetic help.
3. Make sure that the selected or created configurator record has the Design in Application
Studio check box selected and it holds the Product Configurator configuration type.
4. From the Overflow menu , select Configurator Designer.
The configurator displays in the Application Studio.
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Designing Kinetic UX Configurator in the
Application Studio
In the routine that follows, you will work in the Application Studio. You can only use the
Application Studio if you have the customization rights enabled for you (the Customize
Privileges check box is selected in User Account Security Maintenance). Also, if you
have not worked in it before, refer to the Welcome to Application Studio, Application
Studio Quick Start, and Modifying Application Layout articles to familiarize yourself
with the Application Studio, its basic terms and actions.
Launching Kinetic UX Configurator in the Application Studio

First, learn to launch the Kinetic UX Configurator.
To launch a configurator:
2. Select Search to search for and select the configurator record you want to work with.
You can also select a configurator record directly using the Landing page.
To create a new configurator record, select New.
Make sure that the record you are creating holds the Product Configurator
configuration type and the Design in Application Studio check box is selected.
3. When you complete your configurator entry, from the Overflow Menu , select Configurator
Designer.
The configurator displays Page 1.
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The configurator displays Page 1 by default.
4. Select the Layout editor.
5. In the Nav Tree, select Page 1.
Page 1 displays together with the available components.
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6. Highlight your page and select Properties.
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When you highlight you page, make sure that the page is surrounded by a blue
line.
7. In the ID* field, enter the page ID.
8. In the Label Text field, enter the label for your page and press Tab.
This example displays the label text of Picture Frame.
9. Select Save .
10. Select Toolbox.
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11. You are now ready to enter your input controls.
Entering Input Controls

Typically, a configurable product has several characteristics, each which can have different
selectable values. When configuring a product, you can select the input values you need and so
determine a specific attribute for the configurable product. This allows you to create unique items
according to customer requirements.
In this article, enter a combo box input control.
To enter a combo box input control:
1. From the list of available components, select the component you want to add to your page.
In this case, you select the Combo Box input control.
2. Drag and drop the selected component to you page.
The selected component displays on your page.
3. On your page, highlight the added component and select Properties.
The list of available properties displays.
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4. Expand the Basic property.
5. In the Id* field, enter the input control ID.
For example, for the combo box input control, enter P01_Cmb_XXX (where XXX
are your combo box name). In this case, enter P01_Cmb_FrameType.
6. In the Label Text field, enter the label for the added input control.
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For example, for the combo box input control, enter Frame Type. This is to follow
the picture frame example.
7. Select Save .
8. Expand the Behavior property.
9. Select the three dots located in the List Items line.
10. Select the plus icon.
11. In the value* field, enter the input control value.
Following the example, add Aluminum.
12. In the display * field, enter the name you want to displays.
Following the example, add Aluminum again.
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13. To add another list item, select the plus icon again.
For example, the configurator includes the Aluminum, Mahogany, and Vinyl
values. To add the Mahogany and Aluminum frame types, repeat steps 10-12
above. Don't forget to save.
14. In the Initial Value field, enter the value you want to display first when you launch your
configurator.
For example, enter Mahogany.
At this point, the Frame Type input control should include three values
(Aluminum, Mahogany, Vinyl).
15. When you are done, select Save.
The picture frame configurator example include three combo boxes. The steps above outlined
how to enter the first one. The other two combo boxes are:
l Frame Size (3x5, 5x7, 8x10)

l Glass Type (Clear and Matte)
You can add the remaining two combo boxes using steps 1-15.
Id* Label Text List Items

P01_Cmb_FrameSize Frame Size l 3x5 (value*, display*)
l 5x7 (value*, display*)
l 8x10 (value*, display*)
P01_Cmb_GlassType Glass Type l Clear (value*, display*)
l Matte (value*, display*)
Adding a Different Input Control

The Check Box input control prompts for Yes/No conditions. If you select the check box during a
configuration session, the condition is considered true.
In this article, enter the check box input control.
To enter the check box control:
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1. Select Toolbox.
2. From the list of available components, select the component you want to add to your page.
In this case, select Check Box.
3. Drag and drop the selected component to you page.
The selected component displays on your page.
4. On your page, highlight the added component and select Properties.
A list of available properties displays.
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5. In the Id* field, enter the input control ID.
For example, for the check box input control, enter P01_Logic_Mat. This is to
follow the picture frame example.
6. In the Label Text field, enter the label for the added input control.
For example, for the check box input control, enter Include Mat. This is to follow
the picture frame example.
7. Select Save.
Testing Your Kinetic UX Configurator

When you enter/adjust your configurator, it is a good practice to regularly test it to make sure that you
have entered everything correctly.
To test your configurator:
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1. Select the Play button.
The configurator preview displays.
2. Verify the input controls you added are functional.
For example, the picture frame configurator comes in the following specifications:
l Three sizes (3x5, 5x7, 8x10)

l Three materials (mahogany, vinyl, aluminum)
l Two glass types (clear and matte)
In this case, you would be able to see all the values added to each combo box
and select the check box.
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3. Close the configurator preview.
Entering a Dynamic List

A Dynamic List is a set of option selections that are dynamic in nature (that is, the displayed options
change based on certain conditions being satisfied). Unlike standard combo-boxes that offer a fixed
set of choices, dynamic lists affix choices based on the defined expressions.
Logic
l If Dynamic List logic is being used for the control, the system determines if the associated
expression conditions have been satisfied.
l If the condition has been satisfied, the input control displays the specific set of options
specified for that condition.
l During an actual configuration session, if you add multiple dynamic lists for the same combo
box, the system processes the dynamic lists in the order you defined them.
This article keeps following the picture frame example where you cannot order the vinyl frame with
the 8x10 inch size.
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To enter the Dynamic List:
1. On your page, select (highlight) the combo box input control.
In this case, select the Frame Size input control.
2. Select Properties.
3. Expand the Behavior property and scroll down to locate Dynamic Lists.
4. Select the three dots located in the Dynamic Lists line.
The list of Dynamic List properties displays.
5. Select the plus icon.
6. Select the Condition icon.
The CSHARP EDITOR displays.
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7. In the CSHARP EDITOR enter the following expression.
return Inputs.P01_Cmb_FrameType.Value == "Vinyl";
8. Select Check Syntax.
9. Select Save.
10. In the Data Source field, select Predefined List.
Specifies where the system gets the source of data from to populate the combo
box list of options.
11. In the Initial Value field, enter 3x5.
Specifies the initial value that will display in the Combo Box if the condition
evaluates to true. If a dynamic list condition evaluates to true, then the list of
items with the initial value defined in the Predefined Item List section is used.
12. Select the three dots located next in the List Items line.
The list of Dynamic List properties displays.
13. In the value* field, enter 3x5.
14. In the display* field, enter 3x5.
15. Select plus again.
16. In the value* field, enter 5x7.
17. In the display* field, enter 5x7.
18. Select Save.
Testing the Dynamic List

When you create a dynamic list for any input control on your page, it is a good practice to test it. In
this article, test the entered dynamic list.
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To test the dynamic list:
2. In the Frame Type field, select Mahogany.
In this case, you would be able to see all the values added to each combo box
and select the check box.
3. In the Frame Size field, select any frame size.
All three frame sizes display.
4. In the Frame Type field, select Vinyl.
5. In the Frame Size field, the 8x10 frame size is not listed.
This is because of the entered dynamic list condition.
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Creating the Invisible Action
In this article, you will make the Include Mat check box invisible when you select the Aluminum frame
type. To do so, you will enter a new rule action.
To create the invisible action:
1. Select Data Rules.
2. In the Data Rules, select Add New.
The New Rule displays.
3. In the Header section, select the following values.
Name Description Actions Data View Row Rule Criteria

NewRule (default) FrameType Page1 Conditions
4. In the Condition section, select Condition.
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5. Select the following values.
Data View Field Operator Value/Field Value

Page1 P01_Cmb_FrameType Equal Value Aluminum
You have to type in Aluminum.
6. In the Actions section, select SettingStyle.
7. In the Actions field, select SettingStyle.Invisible.
8. In the Field field, select P01_Logic_Mat.
9. Select Save.
Testing the Invisible Action

Now test the entered rule where you have made the check box invisible.
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1. Select Page1.
The Include Mat check box stays visible.
4. In the Frame Type field, select Aluminum.
The Include Mat check box becomes invisible.
Creating the Read Only Action

In this article, you will make the Frame Size field inactive when you select the Clear glass type. To do
so, you will enter a new rule action.
To create the Read Only action:
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2. In the Data Rules, select Add New.
The New Rule displays.
3. In the Header section, select the following values.
Name Description Actions Data View Row Rule Criteria

NewRule_1 (default) GlassType Page1 Conditions
4. In the Condition section, select Condition.
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5. Select the following values.
Data View Field Operator Value/Field Value

Page1 P01_Cmb_GlassType Equal Value Clear
You have to type in Aluminum.
6. In the Actions section, select SettingStyle.
7. In the Actions field, select SettingStyle.ReadOnly.
8. In the Field field, select P01_Cmb_FrameSize.
9. Select Save.
Testing the Read Only Action

Now test the entered rule where you have made the Frame Size field inactive.
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1. Select Page1.
4. In the Glass Type field, select Clear.
The Frame Size field becomes inactive.
5. In the Glass Type field, select Matte.
The Frame Size field becomes active.
Setting Up the Layout

You can adjust the Kinetic UX Configurator layout based on your requirements.
In this article, adjust the layout horizontally and name the configurator.
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To setup the layout:
1. Highlight your page.
All the input controls must be inside the blue line.
3. In the Label Text, enter Picture Frame and press Tab.
The Picture Frame text displays on your page.
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4. Scroll-down to locate the Advanced node and expand it.
5. In the Orientation field, select horizontal.
The input controls on your page adjust horizontally.
6. Select Save.
Specify the Product Color

You can specify what color you want the final product to be. Assume the picture frame is sold in
multiple color variations that a customer can select.
In this article, add the color picker input and test the configurator.
To specify the product color and test your configurator:
1. Select Toolbox.
2. From the list, select the Color picker components and drag and drop it onto your page.
Place it next to the check box.
3. On your page, highlight the Color picker components and select Properties.
4. In the Id* field, enter PictureFrameColor.
5. In the Label Text* field, enter Picture Frame Color and press Tab.
6. Select Save.
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8. Select the frame type, size, and glass type.
Select any combination.
9. Expand the Picture Frame Color input control and select any color.
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Configurator Best Practices
This details the best practices to follow as you create configurations. Leverage these best practice
tips to create efficient configurations that run with good performance.
l Determine the configuration context so you can divide the inputs into multiple pages. The
pages will then render faster.
l If possible, DO NOT use multiple server user defined methods. You should instead merge the
calls into one server user defined method. This reduces the calls to the server and improves
client-server performance.
l If you want to stop users from entering data into an input control, use the ReadOnly property
instead of the ReadOnlyExpression property. This property is available on both Classic and
Kinetic configurations. You can then use the ReadOnly property in a column change event so
that users cannot enter data in the control. For example:
l If you need to populate a combo box with data, use a Lookup table instead of a business
activity query (BAQ). A Lookup table can populate combo box options faster than a BAQ.
l You can avoid nested event calls by selecting the Skip input expressions on Page Loaded
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and Skip input expressions on Page Leave event check boxes (set to true).
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Converting Classic to Kinetic UX Configurator
You can convert Classic product configurators into Kinetic UX configurators to further work on them
in the Application Studio.
To convert an existing Classic configurator:
2. Select Search to search for and select the configurator you want to work with.
You can also select your configurator directly from the Landing page.
3. Make sure that the selected configurator record holds the Product Configurator configuration
type.
4. If the configuration is approved, clear the Approved check box so you could continue to design
and test it after you convert it.
5. Select the Design in Application Studio check box and Save.
This converts this entry into a Kinetic one. Now, the system disables the check
box and, from now on, you can only work on this configuration in the Application
Studio.
6. Next, from the Overflow Menu menu, select Configurator Designer.
This launches the configuration in the Application Studio.
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Using the Toolbox
The Toolbox is a vertical menu with buttons that allows you to place specific types of controls onto
your configurator page. You use the Toolbox to design the input pages that display when you
configure the a product in Sales Order Entry, Quote Entry, Purchase Order Entry, Job Entry or
Demand Entry.
The toolbox consists of the following controls:
Control Description
Label Use to attach a text label to a field.

Text Box Use to place a field that prompts for entry of a fixed length, single-line char-
acter string.
Date Use to place a field that requires date entry.
Picker
Numeric Use to place a field that requires entry of numeric data that may or may not con-
Box tain decimal places. Used for both decimal and integer (whole number) values.
Check Use to place a check box that prompts for Yes/No conditions. If the check box
Box selected during a configuration session, the condition is considered true.
Button Use to place a button that allows users to manually execute an expression.
Text Area Use to place a multi-linefield that allows entry of free-form text such as com-
ments or memos.
Combo Use to place a drop-downfield that prompts for a selection from a choice from
Box pre-definedoptions.
Group Use to draw rectangles on the page. This is useful for separating groups of
Box fields, or for outlining regions of the window. Rectangles provide the sheet with
a neat, organized look. You can also use this control to draw a very thin rect-
angle, to serve as a straight line, such as a partition between sections of the
window. The configurator considers a line to be a rectangle with zero width or
zero height.
Radio But- Use to place a set of radio buttons, or a character field with a small number of
ton possible values. This type of control allows for selection of one (and only one)
of a series of choices from the entire set of displayed values. If the choice is
between mutually exclusive items (for example, domestic or imported), use the
radio button.
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Control Description
Picture Use to place an image on thepage. You can add the following image types:
Box
l JPEG
l JPG
l GIF
l PNG
l BMP
1 Column Used to add a single column to your configurator page.
2 Column Used to add two columns at once to your configurator page.
Color Used to browse through and select colors.
Picker
List Box Contains a simple list from which you can select one or more items. List box
items can be represented by text strings, bitmaps, or both.
To use the Toolbox:
1. In the Toolbox menu, select the required control.
For example, select the Button control. However, you can select any of the listed
input controls.
2. Drag and drop the selected input onto your configurator page canvass.
3. Repeat the steps to add different input controls as required.
4. Select Save .
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Adding Configurator Pages
Your configurator can include a single or multiple pages, depending on how sophisticated your
configurator is.
To add a new page:
1. Launch the Kinetic UX configurator in the Application Studio.
2. Select Layout.
The Layout panel displays.
3. Select Page 1.
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The Page Canvas displays.
4. Select the Application Map and next select Page 1.
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You must click on the Page 1 link inside the box.
The Details panel displays.
5. In the Caption field, enter the page name and press Tab.
Assume you are going to create a picture frame configurator. As a result, you can
enter Picture Frame. However, you can enter any name.
The page now reflects the added caption.
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6. To add a second page, select Add.
You can also select Add Page from the panel located on the right hand side.
This creates a new page on the canvas.
7. On the canvas, select the newly added page and in the Caption field, enter the page name.
Don't forget to press Tab.
Assume you are going to create another picture frame configurator. As a result,
you can enter Picture Frame Two. However, you can enter any name.
8. On the canvas, select Edit for the second page.
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Second page now displays next to the first page on the Page bar.
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Defining Page Actions
The configurator page includes three page actions. The page action you select controls the page
behavior during your configurator session. Based on the expressions you enter, the configurator
informs you when the entered page is loading, loaded, or that you are leaving the page.
The list of actions include:
l On Page Leave - Triggered when you leave a specific page while it is in focus, when you
either move forwards or backwards between configurator pages. The page leave action does
not trigger any other action unless specifically defined as an action.
MessageBox.Show(''Page is Leaving'');
l On Page Load - Triggered when the page in focus is loading, either upon the first load or when
a user moves forwards or backwards between Configurator pages. The page load action does
not trigger any other action unless specifically defined as an action.
MessageBox.Show(''Page is in a Load stage'');
l On Page Loaded - Triggered when the page has been loaded. At this point you cannot cancel
loading.
MessageBox.Show(''Page is Loaded'');
Entering a Page Action

This article assumes that you have already created a page. If you don't know how to
add a page, review the Adding Configurator Pages article.
To enter a page action:
1. Select Application Map.
2. Select Page1.
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When you added a page and labeled it, the page name may be different. In this
case, it is Page 1.
When you select the page, make sure it is surrounded by a blue line.
Notice the Basic node is expanded by default. This is because this is a newly
added page. If you are adding a new page, you can enter the page name into the
Caption field.
3. In the Details panel, expand the Action menu.
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The list of options includes three actions.
Let's first show how to add the On Page Load action
4. On the On Page Load action line, select the Edit icon.
The CSHARP Editor - On Page Load displays.
Use the editor as needed to create C#-based code syntax for client side events,
client side expressions, document rule expressions and method rules
expressions. You can use it as needed to construct complex expressions that
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combine input values collected during an actual configuration session with logical
operators, user defined functions, context functions and lookup functions.
5. In the CSHARP Editor - On Page Load, enter an expression and select Check Syntax.
This verifies whether you've entered the expression correctly. If not, the editor will
show you what mistake you may have made.
6. Finally, select OK to confirm your entry.
7. Select Save.
8. To enter the On Page Leave or On Page Loaded actions, select Add on each line.
9. For example, selected add for the On Page Leave action.
The execute-csharp displays.
10. Click the execute-csharp icon.
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11. In the Properties pane, select the Edit icon on the Expression line.
The CSharp Editor - Expression displays.
12. In the CSharp Editor - Expression, enter an expression and select Check Syntax.
13. Select OK.
14. Select Save.
15. If you want to add the On Page Loaded action, repeat the steps above.
Understanding the Page Behavior Properties

The Behavior node displays the available settings affecting the behavior of your input page. The
Behavior node includes the following settings:
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l Read Only - Select to create a read only expression for your configurator page.
l Read Only Expression - Controls whether the input page is available during your
l Skip if all Inputs are Disabled or Invisible - Select to skip a configurator page if all the page
inputs are disabled or invisible.
If a page includes multiple inputs, which all can be disabled or hidden, based on
various values from previous inputs, a user that entered the configurator has to
verify whether all inputs are disabled or invisible, and then finally disable or
enable the page. If this setting is set to True, the page is skipped directly.
l Skip input expressions On Page Leave - Allows you to run or skip the On Field Changed and
On Field Validating expression(s), if defined for an input field(s) on your page. Select to avoid
running the On Field Changed and On Field Validating expression(s) when leaving the page.
Clear to run the On Field Changed and On Field Validating expression(s) when leaving the
page.
l Skip input expressions On Page Loaded - Allows you to run or skip the On Field Changed
and On Field Validating expression(s), if defined for an input field(s) on your page. Select to
avoid running the On Field Changed and On Field Validating expression(s) when the page has
been loaded. Clear to run the On Field Changed and On Field Validating expression(s) when
the page has been loaded.
To set up the page behavior:
1. Select Application Map.
2. Select Page1.
When you added a page and labeled it, the page name may be different. In this
case, it is Page 1.
When you select the page, make sure it is surrounded by a blue line.
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3. In the Details panel, expand the Behavior menu.
4. Select the required behavior property.
5. Select Save.
6. To define the Read Only Expression, select Add on the Read Only Expression line.
The ReadOnlyExpression_Page 1 displays.
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7. Select execute-csharp.
8. In the Properties pane, select the Edit icon on the Expression line.
The CSharp Editor - Expression displays.
9. In the CSharp Editor - Expression, enter an expression and select Check Syntax.
10. Select OK.
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11. Select Save.
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Defining Page Events
Page events are executed at different stages of your configurator session, depending on what event
you define. There are four events available in the Application Studio configurator.
l On Load - Triggered when your configuration loads; it is executed on the Server context. On
Load expressions can be calculations setting initial input field values but they cannot change
the screen layout or send messages to the user. This is because the On Load event
expressions are run on the server.
l On Loaded - Triggered after the On Load has been executed. At this point, no pages have
been loaded and you cannot cancel the configurator. This event runs on the Client context
(controls and values are available).
l On Complete - Triggered after you leave or skip the last page of the configurator. For
example, when moving from one configurator to another or completing the only configurator
available. In case a next configurator is available, this event is not executed if moving
backwards to the first configurator. The event will be executed only after the last page of the
configurator is left/skipped again. You can cancel the event, meaning that it can cancel the
completion of a configurator and return focus to the last page, or cancel the session if no
previous page/configurator is found.
The event is useful for a multi-level configurator, where you are leaving the last
available page of the current configurator and you want to validate the existing
data on the configurator that you are leaving.
l On Save - Triggered when you are at the very end of the configuration and you either select or
you select Next but there are no additional configurator pages to display. After a configurator
has been completed and no more configurators are available to complete, Kinetic sends all the
configuration data (for example, input values) to the server for saving. When saving the data
for each configuration, this event will be executed for each of them. As a result, all Save events
are executed at one specific point, when everything is being saved.
When using multiple levels of sub-configurators, the On Save event is executed after all sub-
configurators are completed. The On Save events of the sub-configurators are executed in
reverse order in which the sub-configurators were configured.
For example, If the top configurator A has two sub-configurators B and C, and B has sub-
configurator Bb and C has sub-configurator Cc with configuration sequence A, B, Bb, C, Cc,
then the On Save events of each configurator will be executed in the following order:
1. Cc
2. C
3. Bb
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4. B
5. A
The reverse order is useful if you create KeepWhen rules for the sub-
configurators and it is not clear which sub-configurator is the last in the
configuration sequence. By creating an expression in the On Save event for the
top configurator (in the example configurator A), it is certain that the expression
will be executed.
You cannot execute this event after you complete a configuration session.
To create a page event:
1. On the configurator page canvas, highlight your page.
2. Select the configurator ID link located in the Properties panel.
The Configurator panel displays.
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3. In the panel, select the event you want to add.
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You can select the Server or Client side events.
4. For example, select the On Load event.
The EVENT EXPRESSION - ON LOAD editor displays.
5. In the EVENT EXPRESSION - ON LOAD editor, enter an expression and select OK to confirm
your entry.
6. Select Save .
You can add additional events if required.
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Defining Input Properties
Input Control Properties specify detail information for each of the added input controls. You select
different options to define the manner in which the entered controls should operate.
Each control includes a different set of properties divided into property nodes (Basic, Action,
Appearance, Behavior, Data, Layout, and so on).
The input properties include the following settings:
l Appearance - The Appearance node displays the available settings affecting the appearance
of the added input control. The Appearance node includes the following settings and vary
based on the input control you select:
l Name - The name of the input field control. You cannot change the name after you save
your configurator.
l Hide from Summary - Select if you do not wish to display the value of this input control
field in the reconfiguration Summary.
l Label - Specifies the label of the input field control. Enter the literal text that displays
next to this field on the configurator page.
l Summary Label - Specifies the abbreviated literal label used in places where the full
label may not fit. Enter the literal text (for example, Mem Size) for the label.
l Tooltip - Enter the literal text that should display during a configuration session when the
mouse moves over the control being defined. For example, 'Enter the text for the tool
tip'.
l Behavior - The Behavior node displays the available settings affecting the behavior of the
added input control.
The options vary based on the input control you add.
The node includes the following settings:
l Auto Size List - Automatically re-size the list of input options window for the Combo Box
control. If you select the Auto Size List check box, Kinetic will automatically re-size the
Combo Box drop down list (not the Combo Box itself), so it is in line with the largest
listed element. If you clear the Auto Size List check box, Kinetic will use the value
defined in the Width setting.
l Dynamic List - Launch the Dynamic Lists Editor where you define a dynamic list for a
selected combo box control on your configurator page. A dynamic list is a set of option
selections that are dynamic in nature (that is, the displayed options change based on
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certain conditions being satisfied). Unlike standard combo-boxes that offer a fixed set of
choices, dynamic lists affix choices based on conditions established in the Dynamic
Lists Editor.
l Global Input Variable - Select if the value entered in this input control during an actual
configuration session should also update the value of the global input variable selected
in the Global Variable Name combo box.
l Global Input Variable Name - If you selected the Global Input Variable check box,
specify the corresponding global input variable that Kinetic updates when the value of
this input control is changed during a single configuration session. The field only
displays selections that have the same data type as the current input. For example, if the
current input control is a Boolean input, only logical global input variables selections
display.
l Horizontal - Changes the layout of the radio set on the page to horizontal.
l Publish to Doc - Select if you want to share the values between input fields with the
same name used in configurators linked to lines of the same document.
l List Items - Creates a list of fixed options that you can select from the combo box during
a configuration session. Select the button to the right to display the Value/Description
List Editor window. The editor allows you to enter a list of input options with their
descriptions for the selected input.
l List Width - Use to define a width size for the Combo Box drop down list.
l Read Only - Select to create a read only expression for the entered input control.
l Read Only Expression - Specifies a Read Only Expression which controls whether the
input is available during you configuration session.
For example, you define a product called Bracket. You create a configurator that
includes two combo boxes (Wood, Metal). Each combo box includes three different
wood and metal materials. In order to prevent a user to select a value that is not needed
during a configuration session, you create an expression, using the Code Editor
launched from the Read Only Expression line, to disable the Metal combo box (read
only), when configuring a wooden bracket, and vice versa.
l Required - Select if entering a value in this input control field is mandatory.
l Show Distinct Items - Specifies if Kinetic should only display distinct input option values
in the combo box control during an actual configuration session. In this case, it
eliminates any duplicate values and only displays those input options with unique
values. Duplicate input values sometimes occur when the associated list of options has
been created through a dynamic list, whether calculated from a static list or based on
running a program or a BAQ.
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l Maximum Value - Specifies the maximum value that you can enter in the input control
field.
l Minimum Value - Specifies the minimum value that you can enter in the input control
field.
l Initial Value - Specifies the image file name that you placed on the page. To search for
the required image, select the button located in the Initial Value line to launch the Image
Search window. You enter images using Image Maintenance.
l Layout - Specify the layout of the added input control.
l Width - Determines the width of the added input control.

l Alignment - Specify the alignment of the added List Box input control (left, right,
center).
l Dynamic Attribute - Select the required dynamic attribute class.
For example, in Dynamic Attribute Class Maintenance you define an

Attribute Class ID called Picture Frame. The Picture Frame class includes
two attributes as follows:
The Picture Frame class includes two attributes as follows:
l Frame Color - Includes Red, Blue, and Yellow in its Dynamic

Attribute Values List.
l Frame Material - Includes Plastic, Silver, and Gold in its Dynamic
Attribute Values List.
Next, you link the Picture Frame dynamic attribute class to your
configurator and you add two Combo Box input controls. Finally, you define
the following settings:
l Combo Box #1
l Dynamic Attribute ID - Select Frame Color.
l Use Label - Select
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l Combo Box #2
l Dynamic Attribute ID - Select Frame Color.
l Use Label - Select
When you save and test your configurator, the Test Page will display two
combo boxes with labels and list items that default from Dynamic Attribute
Class Maintenance.
l Dynamic Attribute ID - Activates once you select the External Reference check
box. When you activate this setting use the ellipse button to search for and select
the required attribute that relates to this configurator record.
l External Ref - Activates the Dynamic Attribute ID setting.
l Use Label - If you select the Use Label check box, a label defined in Dynamic
Attribute Class Maintenance defaults. For this setting to activate, you must select
Dynamic Attribute ID.
l Use Initial Value - Decimal, Date, and Character inputs only.

l Use Max Value - Decimal, Date, and Character inputs only.
l Use Min Value - Decimal, Date, and Character inputs only.
l Use Incremental - Decimal, Date, and Character inputs only.
l Use Item List - If you select the Use List Items check box, list items defined in
Dynamic Attribute Class Maintenance default. For this setting to activate, you
must select Dynamic Attribute ID.
l State - Use the State node settings to define a state of the added input control.
l Hidden - Use to hide the selected input control during you configurator session.
l Disabled - Use to hide the selected input control during you configurator session.
l Read Only - Use to set the selected input control to the read-only mode.
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l Personalizable - Select to personalize the input control.
l Customizable - Select to customize the input control.
Define Input Control Properties

In this example, you enter input properties for a Combo Box input control.
To define input properties:
1. From the Toolbox box, select the Combo Box control and drag and drop it on to your page.
2. On your page, select/highlight the combo box control.
The Properties panel displays.
4. Expand the Basic property.
5. In the ID field, enter the control identification.
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For example, enter Cmb_PictureFrame.
Assume you are making a picture frame.
6. In the Label Text field, enter Picture Frame.
7. Select Save .
The combo box now includes the picture frame label.
8. Expand the Appearance property.
9. If you do not wish to display the value of the selected input control field in the reconfiguration
Summary, select the Hide from Summary check box.
10. Optionally, enter an abbreviated Summary Label for instances where the full label may not fit.
11. You can also enter a tooltip in the Tooltip field.
12. Expand the Behavior property.
13. In the List Items field, select the ellipse button.
The list items settings display.
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14. Select the plus icon and in the value and display fields enter Mahogany.
Assume you are selling the picture frame in the mahogany, vinyl, and wood
variations.
15. Add the vinyl and wood variations to your list items.
16. In the Behavior property, select the Publish to Doc check box if you want to share the values
between input fields with the same name used in configurators linked to lines of the same
document.
17. Select Global Input Variable check box if the value entered in this input control during an
actual configuration session should also update the value of the global input variable selected
in the Global Variable Name field.
18. Depending whether you selected the Global Input Variable check box, select the Global nput
Variable Name.
19. In the Initial Value field, enter Mahogany.
20. Select the Required check box.
21. Select Save .
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Defining Input Actions
Input control actions change the behavior of the entered inputs during a configuration session.
The list of actions include:
l On Field Changed - Specifies the conditions that designate the actions that should take place
when exiting a particular control (field) on an input page during an actual configuration
session. The On Field Changed action is triggered when you change the value of a specified
field on the page while the page is in focus and saved. Compared to the On Field Validation
action, which is triggered when you change a value of a specified field on a page while the
page is in focus, the change already happened. The On Field Changed action does not trigger
any other actions unless specifically defined as an action.
For example, you create and enter a length value of 20 on your configurator page
and want to be prompted with a question whether you want to change the length
input control value. If you select 'Yes' once the message displays, the value will
be automatically changed to 20.
The On Field Changed action is not triggered until you leave the field.
l On Field Validating - Specifies the conditions that designate the actions that should take
place when changing a particular control (field) on a page during an actual configuration
session. The On Field Validation action is triggered when you change the value of a specified
field on the page while the page is in focus, prior to saving the value. Compared to the On Field
Changed action, the change can still be prevented. The field validation action does not trigger
any other actions unless specifically defined as an action.
You create a Length field on your configurator page and would like to be
prompted to validate the newly entered value that you enter in the Length field.
You can also use the action to write dynamic value validations. For instance, if
the Model Type is ABC then the conveyor width must between 10 and 50 inches.
If the Model Type is XYZ then the conveyor width must between 30 and 150
inches.
l On Clicked - Specifies the condition that will update other inputs or validate the previously
loaded information. The action launches the Code Editor and gives the ability to execute a c#
expression.
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You can use this action to refresh dynamic lists or events by adding multiple
combo box input controls together with the button control to the same page. Each
combo box would contain a list of values entered using the List Items property. To
refresh the displayed Combo Box values, add a refresh events expression for the
entered button as well as the On Load page action. Once you select the button
linked to the On Clicked action, all the combo boxes will display the first value
from their respective lists.
To execute this example, add three combo box controls together with the button
to your page. Define list values for each combo box and create the On Page Load
action using the Code Editor.
// On Page Load, set all combo box values to 1

Inputs.epiPcUltraCombo1.Value = “1”;
Inputs.epiPcUltraCombo2.Value = “1”;
Inputs.epiPcUltraCombo3.Value = “1”
The action is triggered when the page is loading.
Next, create the On Clicked action for the button control.
//Run the same code from Page 1's On Loaded event

Refresh.Events("Page.1.OnLoaded");
The action applies to the button input control only.
Complete the steps to enter the On Field Changed action for the Text Box control. However, you can
enter and create one of any of the available actions.
To create an input action:
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1. In the Toolbox, select the Text Box control and drag and drop it on to your page.
The Text Box input control is just an example. You can enter any control that you
may need.
2. On your page select the added Text Box control.
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3. In the Properties panel, select Properties.
4. In the ID field, enter the ID for the added input control.
For example, enter TextBox_Metal Bar.
5. In the Label Text field, enter the label text and press Tab.
For example, enter Metal Bar.
6. Select Save .
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The Text Box now includes the Metal Bar label.
7. Place another Text Box control on to you page and Save.
8. Define the ID and Label Text as:
l ID - TextBox_Color
l Label Text - Color
9. Select Save .
10. On your page, select the first added text box (Metal Bar) and select Properties.
11. Expand the Action property.
There are two actions available for the Text Box, On Field Changed and On Field
Validating.
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12. Select the On Field Changed action.
The Execute C Sharp Canvas displays.
13. Select execute-csharp.
14. In the Properties panel, select the pencil icon located in the Value field.
The CSHARP EDITOR displays.
15. In the edit pane enter your expression.
If you are following the Metal Bar example, enter the following syntax.
Inputs.epiPcTextBox_Color.Label = ''Red'';
The syntax indicates that once you enter a value into the Metal Bar control, the
Red label input control field displays on your page.
16. Select Check Syntax and Save.
17. Select Preview.
18. In the test panel, in the first input control field, enter a value and press Tab.
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This is the input control you previously entered the expression for. If you followed
the example, this input control field is called Metal Bar. You can enter any value
in this field. For example, enter Titanium.
The second input control automatically changes. If you followed the example, the
label for the second input control field changes to Red.
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Linking a Configurator to a Part
Once you define a Configurator ID in Configurator Entry, you link it to a part record. Assigning the
Configurator ID links the part revision to a specific configurator process you create for the
Configurator ID in Application Studio.
For more detailed information on creating a part, refer to Entering Information about Parts.
In this article, we will cover linking a configurator to a part record.
1. From the main menu, navigate to Sales Management > Configurator Management > Setup
> Part.
2. In the Parts screen, either select an existing part to update it or select New to add a new
part.
3. Navigate to Details > Revisions in the Part tree and select the revision.
4. Select the Detail node.
5. If the revision is already approved, clear the Approved check box. The Not Approved status
displays.
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6. Enter or search for the configurator ID to link to the part.
7. Select the Primary check box to mark the part as a Primary part. Once you link a part to a
Configurator the part you are linking the Configurator with will automatically default in the
Configurator Rule Entry > Part/Rev > Part/Rev field when you search.
8. Select Save.
9. Select the Not Approved check box to approve the revision.
If the configurator is unapproved and you selected the Synchronize Revision

Approval check box located in the Configurator Entry > Detail card, this check
box would be grayed out.
10. The Description of Change window pane slides on. In Description of Change pane, enter an
explanation or short description of the change.
11. Select OK.
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The Configurable check box automatically selects. This check box indicates that the revision has
either a configuration linked to it or the bill of materials (BOM), created for the revision through the
Engineering Workbench, contains a material or subassembly that has a revision with a configuration
linked to it.
12. Select Save.
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Creating Data Rules for Configurator
You can create data rules for the input controls located on your page. This is another way to achieve
desired configuration, but without the need to enter the C# syntax.
This article covers an example where you create a simple configuration with three input
controls (Combo Box, Text Box, Check Box). Once you finish completing the
configuration, you then make the Combo Box input disabled and have the Text Box
input to display a price, based on your Combo Box selection.
The steps in this article demonstrate how to enter two data rules only. Epicor
recommends that you complete each step to get the correct results.
Create a Configurator
Start with creating a new configurator record.
2. Select New.
3. In the Configurator* field, enter PictureFrame.
This is just an example. You can name your configurator differently.
4. In the Description field, enter Picture Frame Configurator.
This is just an example. You can enter a different description.
5. In the Configurator Type field, select Product Configurator.
6. Select Save.
Add a Configurator Page

Next, add a configurator page.
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To add a configurator page:
1. From the Overflow Menu , select Configurator Designer.
The Application Studio displays.
2. Select Layout.
The Layout panel displays.
3. Select Page 1.
4. On the Page canvas, select the new page.
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When you highlight the page on the canvas, make sure it is surrounded by the
blue frame.
6. Accept the Id* default value.
For the purpose of this example, you don't have to define a new ID.
7. In the Label Text field, enter Picture Frame and press Tab.
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This is just an example. You can name your page differently.
8. Select Save.
Add the Combo Box Input Control

You now need to add your first input control, the Combo Box input.
To add the combo box control:
1. Select Toolbox.
2. From the Toolbox, select the Combo Box input control and drag and drop it on to your page.
Your page should look like this.
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3. On your page, select/highlight the Combo Box input control.
5. Accept the Id* default.
6. In the Label Text* field, enter Type and press Tab.
This is just an example. You can label the input control differently.
7. In the Properties panel, expand Behavior.
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8. On the List Item line, select the three dots icon.
The List Items panel displays.
9. Select Add.
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10. In the Value* and display * fields, enter Wood.
This is just an example. You can enter a different list value.
11. Select Add again.
12. In the Value* and display * fields, enter Plastic.
13. Select Save.
Add the Text Box Input Control

Next, you add the Text Box input control.
To add the text box control:
1. Select Toolbox.
2. From the Toolbox, select the Text Box input control and drag and drop it on to your page.
3. On your page, select/highlight the Text Box input control.
6. In the Label Text* field, enter Price and press Tab.
This is just an example. You can enter a different label.
7. Select Save.
Add the Check Box Input Control

Finally, you add the last input control, the Check Box input.
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To add the check box control:
1. Select Toolbox.
2. From the Toolbox, select the Check Box input control and drag and drop it on to your page.
3. On your page, select/highlight the Check Box input control.
6. In the Label Text* field, enter Include and press Tab.
This is just an example. You can enter a different label.
7. Select Save.
If you've followed the example then your configurator should look like this:
Test the Configurator

You've completed your configuration so now it the time to test it.
To test the configurator:
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1. Select Preview.
The Configurator Preview displays.
2. In the Type field, select Plastic and then Wood.
The Price field does not display price. This is because you have not yet defined
any rules.
3. Select the Include check box for the Wood or Plastic type.
4. When you are done, close the Configurator Preview.
Create the Price Rule

Following the example, you will now add a new rule that will reflect your Wood picture frame type
selection. If you select the Wood type, the Price field displays 50 dollars.
To add the rule:
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The Data Rules panel displays.
2. In the Data Rules panel, select Add New.
The Rules node lists NewRule.
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3. Select NewRule.
The New Rule page displays.
4. In the Header section, enter the following values:
l Name - Price
l Description - Price
l Action Data View - Page 1
Type in Page 1 to prompt the option.
l Row Rule Criteria - Conditions

Your Header section should look like this:
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5. In the Conditions section, in the Select Condition field, select Condition.
A set of fields displays.
6. In the Data View field, select Page 1.
7. In the Field field, enter the Id* of the Type combo box input control.
To enter the Type combo box Id* you must copy/paste it from the Id* field located
in the Properties menu.
To copy/paste the combo box Id*:
1. Select Page 1.
2. On the page canvas, select/highlight the Type combo box.
4. Copy the value from the Id* field.
5. Select the Price page.
6. Paste the copied Id* into the Field field.
8. In the Operator field, select Equal.
9. In the Value/Field field, select Value.
10. In the Value field, enter Wood.
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The Conditions section should look like this:
The pasted combo box Id* will vary and in your case is not the same.
11. In the Actions section, in the Select Action field, select SetValue.
12. In the Actions field, select SetColumnValue.
13. In the Field field, enter the Id* of the Price text box input control.
To enter the Price text box Id* you must copy/paste it from the Id* field located in
the Properties menu.
To copy/paste the text box Id*:
1. Select Page 1.
2. On the page canvas, select/highlight the Price text box.
4. Copy the value from the Id* field.
5. Select the Price page.
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6. Paste the copied Id* into the Field field.
15. In the Value field, enter 50.
The Actions section should look like this:
The pasted text box Id* will vary and in your case is not the same.
16. Select Save.
17. Select Page 1.
Create the Disable Rule

You will now add a new rule that will disable the Type (Wood, Plastic) combo box input control, but
only if you select the Include check box.
To add the rule:
The Data Rules panel displays.
If you don't know where to select Data Rules, review the previous steps. The
same applies for the rest of the settings.
2. In the Data Rules panel, select Add New.
The Rules node lists NewRule.
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3. Under the Rules node, select NewRule.
The New Rule page displays.
4. In the Header section, enter the following values:
l Name - IncludeRule
l Description - Include Rule
l Action Data View - Page 1
l Row Rule Criteria - Conditions
Your Header section should look like this:
5. In the Conditions section, in the Select Condition field, select Condition.
6. In the Data View field, select Page 1.
7. In the Field field, enter the Id* of the Include check box input control.
To enter the Include check box Id* you must copy/paste it from the Id* field
located in the Properties menu.
8. In the Operator field, select Equal.
10. In the Value field, enter True.
The Conditions section should look like this:
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The pasted check box Id* will vary and in your case is not the same.
11. In the Actions section, in the Select Action field, select Disable.
12. In the Actions field, select DisableColumns.
13. In the Column field, enter the Id* for the Type combo box input control.
To enter the Type combo box Id* you must copy/paste it from the Id* field located
in the Properties menu.
Once you paste the copied Id* into the Column field, the Add option displays.
14. Select Add to add the Disable action.
15. Select Save.
16. Select Page 1.
Test the Configurator

Finally, test whether the added rules work.
To test the configurator:
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1. Select Preview.
The Configurator Preview displays.
2. In the Type field, select Plastic.
The Price field doesn't display price
3. In the Type field, select Wood.
The Price field displays 50 dollars.
4. Select the Include check box.
The Type combo box field is now disabled.
5. When you are done, close the Configurator Preview.
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Creating a Multi-Company Configurator
You use multi-company configurator to automate business situations in which a sales company
configures and sells products designed and produced in a manufacturing company.
The manufacturing company builds configured products based on configuration sales information
received from the sales company for the ordered item. Manufacturing (method) rules reside only in
the manufacturing company database. These companies are located within the same database or
separate databases.
Typical business scenarios that use the multi-company configuration functions for automation
include the following:
l A multi-national enterprise based in the United States has several domestic and foreign
internal sales companies and one or more domestic or foreign internal manufacturing
companies.
l The enterprise sells configured products labeled as manufactured parts in the manufacturing
companies and labeled as purchased parts in the sales companies.
l The enterprise maintains the product configurations in one of the manufacturing companies.
Sales companies use these defined product configurations when they receive customer
orders for the items.
Multi-Company Setup
This section reviews important external system and company integrations, start up and server
processes necessary for working in a multi-company environment.
The following graph assumes that you are using the Epicor Education database.
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The multi-company configurator setup includes:
l Set Up the External System in the Manufacturing Company.
You set up an external system using External System Maintenance, where:
l External System = Enterprise Configurator Direct and Multi-Company

Direct
l Transfer Method = Direct
l Set Up the External Sales Company in the Manufacturing Company.
To set up the external sales company configuration you use External Company
Maintenance in the manufacturing company.
l Set Up the External Manufacturing Company in the Sales Company.
To set up the external manufacturing company configuration you use External

Company Maintenance.
l Configure the External Manufacturing Company in the Sales Company.
To configure the external manufacturing company, use the External Company

Configuration.
l Configure the External Sales Company in the Manufacturing Company.
To configure the external sales company use the External Company

Configuration.
l Run the Multi-Company Direct Server Process.
You run the process in both, the manufacturing and sales companies.
l Run the Enterprise Configurator Server Process.
You run the process in both, the manufacturing and sales companies.
l Run the Enterprise Configurator Server Process.
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Manufacturing Company Processing
This section describes how the configuration process operates in the associated manufacturing
company.
Example
When you approve the purchase order for the configured item by a sales company, the Kinetic
synchronizes it with the a manufacturing company and converts the purchase order to a sales order
in the manufacturing company.
l It synchronizes the sales price in the manufacturing company with the purchase order price in
the sales company. This includes the configurator inputs from the sales company. You can
modify inputs in the sales order depending on the synchronization settings.
l If you define the document rules, then Kinetic automatically updates some of the information in
the resulting sales order.
In the manufacturing company, the configured item is considered a manufactured part so after the
sales order is approved, Kinetic generates a job when Material Requirements Planning (MRP) runs
(which is used to manufacture the configured part sold by the sales company) or generates a job
suggestion for the sales order line. Kinetic uses the configurator inputs of the sales company and the
input control parameters, document rules, and method rules defined in the manufacturing company
to generate the method of manufacture for the generated job method.
After the job is complete, the configured products are shipped to the sales company or directly to the
customer, depending on the drop ship settings defined for the sales order in the sales company. The
shipment information automatically synchronizes through the Multi-Company module functions.
The manufacturing company maintains the configurator design for all companies. You
can define different input rules for different sales companies and differentiate between
the manufacturing company and the sales companies. The structure rules are the same
for each company, but the company ID can be incorporated into the conditions of the
structure rules, ensuring that some components are not configured in all the sales
companies.
In the manufacturing company, you:
1. Define a non-stock part in Part Maintenance.
You must set the part to Global and it needs to include a revision.
2. Create a method of manufacture using the Engineering Workbench.
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3. Create and design your configurator.
4. Link the part to your configurator using Part Maintenance.
Sales Company Processing

This section describes how the configuration process operates in the associated sales company.
Assume you are using the Epicor Education database. A configuration is defined in, and managed
by, a parent Epicor Education (EPIC06) manufacturing company. Kinetic automatically synchronizes
the configurator with the database of the Epicor Distribution (EPIC02) sales company.
For example, the EPIC02 company receives an order from a customer, it uses the configurator
originally defined by product engineers in the EPIC06 company to enter and configure the end item
in Sales Order Entry. Kinetic then performs the following tasks:
l It calculates the sales price based on the order price options defined in the configurator, and
the price lists of the EPIC02 company.
l It generates a purchase order (PO) suggestion in the EPIC02 company. Because the EPIC02
company purchases the configured product from the EPIC06 company, the configuration
information can also contain a calculated purchase price.
l Once the purchase order is approved, Kinetic passes the configuration information for the
ordered item back to the EPIC06 company through a synchronization process.
A sales configuration does not necessarily need to result in the purchase of a part that
requires configuration in a manufacturing company. If it is not a configured part, it can
be purchased from any supplier, including other manufacturing companies. If the
supplier is a manufacturing company and it is not a configured part, then Kinetic
automatically creates a sales order in the manufacturing company but does not
synchronize the configurator rules. This is often the case for these types of items. After
these items have been custom configured in the same manner over time, an enterprise
can elect to manufacture it as a standard off-the-shelf and make-to-stock item.
In the sales company, you:
1. Link the configured part to the sales company using Part Maintenance.
2. Send the configuration using the External Company Configuration.
3. Enter and configure a sales order.
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Using the Expression Editor
You use the Expression Editor to create C#-based code syntax for Client side events, client side,
document and method rules expressions for the configurator you are designing.
Using the Expression Editor, you construct complex expressions that combine input values collected
during an actual configuration session with logical operators, user defined functions, context
functions, and look up functions. For example, you can create a code that Kinetic uses to evaluate
specific input values entered into controls you place on a configuration input page.
To use the Expression Editor, you must understand the C# programming language.
The Expression Editor includes the following panes and buttons:
l Data pane
l Functions pane
l Editor pane
l Check Syntax button
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The specific nodes and sub-nodes are dependent on the program from which you
access the Expression Editor. For example, if you create the Load, On Loaded, On
Complete and On Save events, the nodes and sub-nodes are different than those when
you create user defined methods.
For more information about the Expression Editor, refer to the Configurator Technical
Reference Guide.
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Running the Verify Existing Configurations
Process
Run the Verify Existing Configurations Process to verify existing PcInValue records against the
current version of the configuration for a base part number. The process checks the input value
against rules for On Leave, Input Format, and also verifies that the input value is valid in the inputs
Dynamic List or list items. The process is valuable when you want to check this information for
several configured parts at once.
The process checks the input values, and combo box selections made during an actual configuration
session (invoked from Sales Order Entry, Opportunity/Quote Entry, Purchase Order Entry, Job
Entry, Demand Entry or ECC Web Basket) against Set Field, Keep When, and Pricing rules defined
for the configured base part. If you make definition changes to the product configuration, for example
you change rule syntax, the process applies those changes to existing configurations, using the input
values entered during the original configuration session. If an error is found within an individual
record, a message is written to the log file explaining the error.
The Selection parameters include:
l Log File Name - Stores the processed activity.

l Update Saved Input Values and Set Fields in Part Table - Select to update values on the
part record. Select this check box in situations where you have made changes to the base
configuration and want to mass-update all configurations assigned to orders, quotes, jobs,
purchase orders, or demand orders.
l Verify Existing Quote Configurations - Select to specify that the process should run against
quote records.
l Verify Existing Job Configurations - Select to specify that the process should run against
jobs.
l Filter Summary - Informs you whether you used filters or not. After you select a specific filter
option, the fields located in this pane display values depending on whether you filtered (Some
Selected) or you did not (All Selected).
To run the process:
1. From the main menu, go to Sales Management > Configurator Management > General
Operations > Verify Existing Configurations.
2. Enter the Log File Name.
3. Define the options you want to use for the process.
4. Select Process.
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Regenerating Configurations Process
Run the Regenerate Configurations Process to regenerate configurations created in the
Configurator Designer for base part numbers. You use it when you have made changes to the bills of
materials on sub-assemblies used by configured parts.
This process enables the top level configurator to pick up on the changes made to the sub-
assemblies.
When you run this program, it selects previously approved configurations, and performs the following
functions:
l Regenerates associated rules programs

l Regenerates the assigned configuration sequence
l Recalculates internal Has Leave Trigger records
To run the process:
1. Navigate to Sales Management > Configurator Management > General Operations >
Regenerate Configurations.
2. Select the Regenerate All Configurations check box if you want to run the process for all
configurations. If you need to regenerate only some of them, clear this check box and filter by
specific configurations. The Filter Summary field displays whether you applied any filters
(Some Selected) or you did not (None Selected).
3. Select the Continuous Processing check box to run regeneration as a continuous background
process, and specify the processing delay in minutes. Otherwise, the process runs only when
you invoke it from the menu.
If you run this process as a continuous task and this task stops in the task agent,
it still runs on the application server. When this occurs, you will see a message in
the Epicor ICE Task Agent Service event log that states the task continued
running on the server. You can access this log from Task Agent Configuration.
Because this message is a warning, you can also view it in the System Monitor.
4. Enter or select a Log Filename that stores information related to the process.
5. Select a schedule you want the process to use. You can choose Now, Startup Task
Schedule, and any other user-defined schedules created for the current company.
6. If you select something other than Now, the Recurring check box is available. Select this
check box if you want the process to run on a repeating basis.
7. Select Submit.
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Reports
This section describes some key maintenance management reports you use to review configurator
entries. You can run these reports whenever you need. You can also set up each report to generate
and print through a recurring, automatic schedule.
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Generating the Product Configuration Listing
Report
Generate the Product Configuration Listing Report to print out the configuration setup. You can
specify which configuration and for which parts should be included in the report, if multiple parts per
one configurator record exist.
Using the report, you can print the following:
l List of input controls

l Dynamic List
l Method rule and document rule variables setup details for the configuration
l Part creation and smart string setup information
l User defined functions tied to the configuration
l Events setup for the configuration
l Method and the method rules related to the selected parts
l Document rules with conditions and actions
l Comments
The Selection parameters include:
l Options - Select what you want the report to display. For example, if you want the report to
include the Dynamic List information, select the Dynamic Lists check box. The same logic
applies to other check boxes.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
155 October, 2023

To generate the report:
1. From the main menu, go to Sales Management > Configurator Management > Reports >
Configurator Listing.
2. Select the report parameters.
3. Select Print Preview.
156 October, 2023

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Kinetic Configurator

Copyright © 2023 Epicor Software Corporation Epicor.

Defining Configurator Types 8

Creating a New Configurator 9

Working with Lookup Tables 36

Creating Global Input Variables 55

Creating Configured Parts 58

Launching Kinetic Configurator in the Application Studio 64

Designing Kinetic UX Configurator in the Application Studio 65

Converting Classic to Kinetic UX Configurator 91

Using the Toolbox 92

Adding Configurator Pages 94

Defining Page Actions 99

Defining Input Properties 112

Linking a Configurator to a Part 126

Creating Data Rules for Configurator 129

Running the Verify Existing Configurations Process 152

Regenerating Configurations Process 153

Generating the Product Configuration Listing Report 155

Use the following Applications to complete the configuration process:

To define a configurator type:

1. Open Configurator Type Maintenance.

3. Enter the configurator type and description.

Use the landing page to view and select existing configurators.

Entering a New Configurator

To create a new configurator:

1. Open Configurator Entry.

2. Select New Configurator.

The configurator types include:

This type activates the following configuration programs:

l Configurator Rules Entry

The following rules apply to the Epicor Web Configurator:

l Inspection Plan Configurator - Select to link a configurator to inspection plans. When

This type activates the following configuration programs:

l Configurator Rules Entry

l No Inputs Configurator - Select to create a non-input based configurator. The No Inputs

This type does not support the Client side processing.

The following rules apply:

The following rules apply:

l Configurations that don't include method and document rules.

14. Select a Dynamic Class, if required.

You define a dynamic attribute class using Dynamic Attribute Class

l External Ref - Select

l Use List Items - Select

l Use Label - True

l Use List Items - Select

l Use Label - True

15. Select Save.

Entering Target Entities

To enter a target entity:

1. Make sure the Detail card is in focus.

2. Scroll down and expand the Target Entity card.

3. To add a new target entity, select New.

Some of the existing tables include:

l DemandDetail - Stores descriptive demand detail information that relates to the

The following rules apply:

Clear this check box to prevent generation of methods of manufacture in the

In a traditional configuration session, after you select the Configure button in

The following logic applies:

Defining Record Creation

To define a record creation:

1. In the Nav Tree, select Record Creation.

The Part Creation card displays.