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Epicor ERP

Configurator Course
10.0.700.2

Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
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The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
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course.ditaval

Configurator Course

Contents

Contents
Configurator Course...............................................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7

Overview.................................................................................................................................8
Daily Processing....................................................................................................................10
Define a Product............................................................................................................................................10
Workshop - Create a Part Record............................................................................................................10
Workshop - Create Material Records.......................................................................................................11
Workshop - Define a Method of Manufacture........................................................................................12
Create a Part Revision......................................................................................................................12
Check Out the Revision...................................................................................................................12
Create a Method.............................................................................................................................12
Enter a Configurator Record..........................................................................................................................15
Workshop - Enter a Configurator Record................................................................................................15
Create Input Controls....................................................................................................................................16
Workshop - Create Input Controls..........................................................................................................16
Create a Design Page......................................................................................................................16
Create Inputs...................................................................................................................................17
Test the Inputs.................................................................................................................................19
Dynamic List..................................................................................................................................................20
Working with the Code Editor................................................................................................................20
Workshop - Create a Dynamic List and Input Settings.............................................................................22
Create a Dynamic List for the Frame Size.........................................................................................22
Create a Dynamic List for the Glass Type..........................................................................................23
Create a Read Only Expression.........................................................................................................25
Create an On Changed Field Action.................................................................................................26
Workshop - Link the Configurator..........................................................................................................27
Method Rules................................................................................................................................................28
Boolean Logic.........................................................................................................................................28
Workshop - Enter Keep When Method Rules..........................................................................................29
Test the Method Rules.....................................................................................................................31
Calculation Method Rules.......................................................................................................................32
Workshop - Use Calculation Method Rules for Frame Types.............................................................32
Create a Method Variable........................................................................................................32
Enter Rule Actions....................................................................................................................33
Workshop - Use Calculation Method Rules for Glass Types..............................................................35
Create a Method Variable........................................................................................................35
Enter Rule Actions....................................................................................................................36

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Contents

Configurator Course

Workshop - Use Calculation Method Rules for the Mat Fabric Material............................................37
Workshop - Set Up Run Times for the Saw Operation......................................................................38
Workshop - Set Up Run Times for the Slit Operation........................................................................40
Workshop - Create a Subassembly..........................................................................................................41
Enter a Subassembly........................................................................................................................42
Create Subassembly Materials.........................................................................................................42
Define a Method of Manufacture....................................................................................................43
Add the Subassembly as Material....................................................................................................44
Create a Calculation Method Rule for the Cardboard.......................................................................45
Create a Calculation Method Rule for the Fabric..............................................................................46
Document Rules.............................................................................................................................................48
Workshop - Add a Document Rule..........................................................................................................48
Test the Models.............................................................................................................................................50
Workshop - Enter a Job..........................................................................................................................50
Workshop - Enter a Quote......................................................................................................................51
Workshop - Enter a Sales Order..............................................................................................................52

Specialized Processing..........................................................................................................54
Workshop - Use the Smart Strings and Part Creation Capabilities...................................................................55
Test the Part Creation.............................................................................................................................56
Workshop - Create Unit Prices Based on Selected Inputs................................................................................58
Test the Unit Based Pricing......................................................................................................................62
Import/Export Configuration..........................................................................................................................65
Export Configuration..............................................................................................................................65
Workshop - Export Configuration....................................................................................................65
Import Configuration..............................................................................................................................66
Workshop - Import Configuration....................................................................................................66
Link the Configurator...............................................................................................................67
Import Configuration...............................................................................................................67

Conclusion.............................................................................................................................69

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Configurator Course

Configurator Course

Configurator Course
This course introduces you to the general Configuration process and the use of functionalities used to create
configurations.
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. The Configuration process facilitates ordering items with complex
requirements and a variety of options, and enables on-the-fly configuration of highly customizable and dimensional
products when creating quotes, sales orders, purchase orders, jobs or demand orders.
This course provides a foundation for using the Configuration process related programs to create a rules base
and input rules. These enable users to design configure-to-order items based on customer input or selections. It
also focuses on how to set up the universal method and rules base, and execute these rules to achieve unique
product designs.
Upon successful completion of this course, you will be able to:
Define a rules-based system by creating a rules base and input rules. This enables users to design
configure-to-order items while creating a quote, sales order, purchase order, job or demand order. This
includes the following:
1.

Adding fields to a user input form, format the fields to accept only desired data, and test the input form
prior to assigning rules.

2.

Defining the various rule types.

3.

Using rules to select items or operations to include in a quote or job.

4.

Using formulas to calculate material quantity and operation run times.

5.

Testing the inputs and rules to determine proper functioning.

6.

Creating a quote for a configured assembly.

Explain module features and their usage for definition of unique product configurations.
Manage the Configurator Designer interface and its use with other modules, including Order Management,
Quote Management, and Job Management.
Create a configured subassembly using the same inputs as the parent assembly.
Create a Document rule.
Configure import and export functionality.
Utilize additional features such as smart elements and quote pricing based on selected inputs.
Define pricing for the entered inputs.

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Before You Begin

Configurator Course

Before You Begin


Read this topic for information you should know in order to successfully complete this course.

Audience
Specific audiences will benefit from this course.
Sales Manager
System Administrator
IT/Technical Staff
Product Designer
Product Engineer
Production Manager

Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
Engineering Course - This course outlines the creation of a new part, engineering of a method of manufacture,
approval of a method, and creation of a method available for use. Methods can be used in the Quote, Order,
and Job Management modules.

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Configurator Course

Before You Begin

Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1.

Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.

2.

Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.

3.

From the Main menu, select the company Epicor Education (EPIC06).

4.

From the Main menu, select the Main site.

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Overview

Configurator Course

Overview
The Configurator Management module includes many features that facilitate product definition while creating
quotes, sales orders, purchase orders, jobs and demand orders.
Configuration process is performed using the following main programs:
Configurator Entry
Configurator Designer
Configurator Rules Entry
Note This course demonstrates the general Configurator process through a series of workshops centered
on the use of a relatively simple picture frame example. Some Configurator related functionalities are
sophisticated quasi-programming tools and many of the concepts, such as use of the Code Editor, are
complicated and beyond the scope of this course. For detailed information on the use of different
Configurator related capabilities, refer to the Configurator Technical Reference Guide.

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Configurator Course

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Overview

Daily Processing

Configurator Course

Daily Processing
This section of the course guides you through the process of defining a configurator design for a product.
Defining a Configurator Design for a Product
The configurator design process involves the following:
Defining a product by creating parts, adding materials, and defining a method of manufacture.
Defining configuration by adding user input controls.
Creating a Dynamic List, Read Only expression, and an On Changed Field action.
Setting up different Method rules.
Creating and adding a subassembly.
Creating a Document rule.
Testing the configuration at the Quote Entry, Order Entry, and Job Entry level.

Define a Product
This section of the course introduces the steps necessary to create a new configured product, including part
master file definition and initial configuration setup.
A major difference exists between part definitions for an ordinary assembly and for a configured assembly. For
those assemblies that do not use the Configurator, product definition consists of defining the materials and
operations to build the item as designed. You must make any changes to the design (or revision) manually during
quote entry or job entry, or at any time during the life cycle of the job.
A configured assembly uses the rules base to select the materials and assemblies needed for a particular
configuration. The product structure contains all the materials and operations you could possibly include.
Example A computer manufacturer builds desktop computers with various combinations (configurations)
of main memory, processor speed, and peripheral equipment. The number of combinations could reach
into the thousands, and assigning a model (part) number to each combination would be very difficult,
especially for those combinations that display rarely, if ever. Rather than defining unique part numbers and
a bill of material (BOM), the manufacturer creates a universal method of all components and operations,
and selects the appropriate material and operation based on user input.

Workshop - Create a Part Record


You are a picture frame manufacturer who wants to expand the existing product line with a new range of picture
frames. Picture frames will be produced in the following sizes and materials:
Three sizes (3x5, 5x7, 8x10)
Three materials (mahogany, vinyl, aluminum)
Clear or matte glass
In this workshop, create a new picture frame record.
Navigate to Part Maintenance.

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Menu Path: Sales Management > Configurator Management > Setup > Part
1. From the New menu, select New Part.
2. In the Part field, enter PF-XXX (where XXX are your initials).
3. In the Description field, enter XXX Picture Frame (where XXX are your initials).
4. In the Type field, select Manufactured.
5. In the UOM Class field, accept the default of Counted Units.
6. In the Group field, select Configured Parts.
7. Select the Non-Stock Item check box.
8. Click Save and remain in Part Maintenance.

Workshop - Create Material Records


In this workshop, create a bill of materials (BOM) for the picture frame.
1. Use the Workshop - Create a Part Record to create the following material records:
Part

Description

GC-1000-XXX

Type

UOM Class

Primary UOMs Non-Stock Item

XXX Clear Glass Purchased

Sheet Stock

SH

Clear

GM-1000-XXX

XXX Matte Glass Purchased

Sheet Stock

SH

Clear

AL-080-XXX

XXX Aluminum Purchased


.80 inch

Length

FT

Clear

MH-075-XXX

XXX Mahogany Purchased


.75 inch

Length

FT

Clear

VL-060-XXX

XXX Vinyl .60


inch

Purchased

Length

FT

Clear

CB-100-XXX

XXX Corner
Brace

Purchased

Counted Units

EA

Clear

MT-100-XXX

XXX Fabric, Mat Purchased

Sheet Stock

SH

Clear

Note Replace XXX with your initials.

2. Remain in Part Maintenance.

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Workshop - Define a Method of Manufacture


The next step in the Configurator process is to create a method of manufacture (MOM) for the picture frame. In
this workshop, create a MOM that contains all the previously entered materials.

Create a Part Revision


1. In the Part field, enter part PF-XXX (where XXX are your initials) you created in Workshop - Create a Part
Record and press Tab.
2. From the New menu, select New Part Revision.
The Part > Revisions > Detail sheet displays.
3. In the Rev field, enter A.
4. In the Effective field, verify today's date defaults.
5. In the Description field, enter Initial Release.
6. Click Save.

Check Out the Revision


1. From the Actions menu, select Revision > Check Out Revision.
The Part Revision Checkout window displays.
2. Click the New ECO button.
ECO Group Maintenance displays.
3. In the Group ID field, enter XXX-PICFRAME (where XXX are your initials).
4. In the Description field, enter XXX Picture Frame (where XXX are your initials).
5. In the Due Date field, accept the default of today's date.
6. Accept all the defaults and click OK.
7. In the Part Revision Checkout window, click OK.
Note To see which ECO Group is this part revision checked out to, navigate to the Part > Revisions
> List sheet in Part Maintenance.

Create a Method
1. From the Actions menu, select Revison > Engineering Workbench.
The Engineering Workbench displays.
2. From the Actions menu, select Operation > Add Operation.

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The Method of Manufacturing > Operations > Detail sheet displays.


3. In the Operation field, select Saw.
4. In the Prod Std field, enter 10 and select Pieces/Hour.
5. Click Save.
6. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.
7. In the Resource Group field, verify Sheet Metal Work Force defaults.
8. From the Actions menu, select Operation > Add Operation.
The Method of Manufacturing > Operations > Detail sheet displays.
9. In the Operation field, select Slit and Separate.
10. In the Prod Std field, enter 10 and select Pieces/Hour.
11. Click Save.
12. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.
13. In the Resource Group field, verify Slitting Machines defaults.
14. From the Actions menu, select Operation > Add Operation.
The Method of Manufacturing > Operations > Detail sheet displays.
15. In the Operation field, select Assembly.
16. In the Prod Std field, enter 10 and select Pieces/Hour.
Note Assume the assembly time is independent of the size of the frame and enter it directly into the
routing.

17. Click Save.


18. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.
19. In the Resource Group field, verify Assembly Work Force defaults.
20. From the Actions menu, select Material > Add Material.
The Method of Manufacturing > Materials > Detail sheet displays.
21. In the Part field, enter AL-080-XXX (where XXX are your initials) and press Tab.
22. In the Operation field, verify operation 10 displays.
23. In the Qty/Parent field, enter 1 and verify FT displays.
24. Click Save.
25. Repeat steps 20-24 to add other materials using the following information:

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Mtl Seq

Part

Operation

Qty/Parent

20

MH-075-XXX

10

1 FT

30

VL-060-XXX

10

1 FT

40

GC-1000-XXX

20

1 SH

50

GM-1000-XXX

20

1 SH

60

CB-100-XXX

30

4 EA

70

MT-100-XXX

20

1 SH

Note It does not make sense to use an entire bar of aluminum or sheet of glass to make one picture
frame because the configurator process calculates the required input. However, you must enter a
value into the Quantity field because it is a required field.

26. Navigate to the Revision > Detail sheet.


27. Select the Not Approved check box.
The revision status changes to Approved.
28. From the Actions menu, select Revision > Check In.
The Description of Change window displays.
29. Click OK.
The Check In Complete message displays.
30. To the message, click OK.
31. Exit the Engineering Workbench and remain in Part Maintenance.

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Enter a Configurator Record


The next step in the process is to create a new Configurator record for the picture frame. To do this, you use
Configurator Entry to define basic settings for the picture frame configurator.

Workshop - Enter a Configurator Record


In this workshop, enter a new configurator record for the picture frame.
1. To launch Configurator Entry, in Part Maintenance, from the Actions menu, select Revision >
Configurator Entry.
Configurator Entry displays.
You can also navigate to this program from within the main application interface using the following path:
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry
Use Configurator Entry to 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.
2. From the New menu, select New Configuration.
3. In the Configurator ID field, enter XXX-PictureFrame (where XXX are your initials).
4. In the Description field, enter XXX Picture Frame Configurator (where XXX are your initials).
5. In the Configurator Type field, select Product Configurator.
You can link a configurator record to a part revision if the part is a non-stock item. This type of configurator,
when approved, will be available in Opportunity/Quote Entry, Order Entry, Demand Entry, Job Entry and
Purchase Order Entry. The Product Configurator type activates the following configuration programs and
sheets:
Configuration Entry
Configuration Designer
Configurator Rule Entry
6. Select the Synchronize Revision Approval check box and click Save.
Specifies if approval of the associated part revision and inspection plan (if any) should be automatically
synchronized to the approval of the configured part. If you select this check box, the Epicor application
automatically approves or unapproves the associated part revision in the Part Maintenance > Part >
Revisions > Detail sheet.
7. Exit Configurator Entry and Part Maintenance.

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Create Input Controls


This section of the course describes how to create user input controls used to capture the data necessary for the
Configurator to operate.
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.
Input Controls
You need three types of data to configure a picture frame:
Frame Size
Frame Type
Glass Type
You need three frame sizes:
3x5 inch
5x7 inch
8x10 inch
You need three frame materials:
Mahogany
Aluminum
Vinyl
You need two types of glass:
Clear
Matte

Workshop - Create Input Controls


In this workshop, create input controls for the picture frame product using the Configurator Designer. Using the
Configurator Designer, you define a structured configuration process that can be used by data entry personnel
to configure a universal base part number and revision when entered into Sales Order Entry, Opportunity/Quote
Entry, Job Entry, Purchase Order Entry or Demand Entry.

Create a Design Page


Navigate to the Configurator Designer.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Designer
1. In the Configurator ID field, enter XXX-PictureFrame (where XXX are your initials) and press Tab.
2. Navigate to the Design > Page Designer sheet.
Use this sheet to design an input page that display when a user configures the universal part/revision in
Order Entry, Opportunity/Quote Entry, Job Entry, Purchase Order Entry or Demand Entry. It displays as a
blank canvas that you use to design the appearance of the configuration input page used in those programs.

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3. From the New menu, select New Page.


4. Click Save.

Create Inputs
Inputs are control fields that you use to create a custom configuration for the universal part. For the picture
frame, you establish inputs that specify frame type, size, and material. Once defined, you can then enter this
information upon creation of an order, quote, job, purchase order or demand order. You select the required
inputs from the Toolbox, which is a vertical menu with buttons that allows you to place specific types of controls
on the Page Designer sheet.
1. In the Toolbox section, select Combo Box and move the cursor to the spot where you would like to place
the control on the Design > Page Designer sheet, and then click the mouse again.
Use the Combo Box option to place a drop-down field that prompts for a selection from a choice from
pre-defined options.
2. In the Input Properties section, under the Appearance node, in the (Name) field, enter
P01_Cmb_FrameType.
3. In the Input Properties section, under the Appearance node, in the Label field, enter Frame Type.
The Input Properties section specifies detailed information for each of the entered pages and input controls.
You select different options to define the manner in which attributes and controls that have been placed
on the Design > Page Designer sheet should operate. The attributes determine the display information for
an input, for example the name, type, or format.
4. Under the Behavior node, select the List Items option.
A launch button displays to the right in the List Items line.
5. In the List Items line, click on the button located in this line.
The Value/Description List Editor window displays.
Use the Value/Description Lists Editor to define the selectable values for a combo box control.
6. In the Value/Description List grid, enter the following information:
Value

Description

Aluminum

Aluminum

Mahogany

Mahogany

Vinyl

Vinyl

7. Click OK to close the Value/Description List Editor window.


8. Under the Behavior node, in the Initial Value field, enter Mahogany.
9. Click Save.
10. In the Toolbox section, select Combo Box and move the cursor to the spot where you would like to place
the control on the Design > Page Designer sheet, and then click the mouse again.

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11. In the Input Properties section, enter the following information:


Node

Field

Data

Appearance

(Name)

P01_Cmb_FrameSize

Appearance

Label

Frame Size

Behavior

List Items

3x5, 5x7, 8x10

Behavior

Initial Value

5x7

Note Enter the List Items in the same manner as in the steps 4-7 above.

12. Click Save.


13. In the Toolbox section, select Combo Box and move the cursor to the spot where you would like to place
the control on the Design > Page Designer sheet, and then click the mouse again.
14. In the Input Properties section, enter the following information:
Node

Name

Data

Appearance

(Name)

P01_Cmb_GlassType

Appearance

Label

Glass Type

Behavior

List Items

Clear, Matte

Behavior

Initial Value

Clear

Note Enter the List Items in the same manner as in the steps 4-7 above. Note that only two items
are listed for this input control (Clear, Matte). In the Value/Description List Editor window, three lines
display by default. To delete line three in the Value/Description List grid, highlight the line and click
the Delete button (cross).

15. Click Save.


16. In the Toolbox section, select Check Box and move the cursor to the spot where you would like to place
the control on the Design > Page Designer sheet, and then click the mouse again.
Use the Check Box option to place a check box that prompts for Yes/No conditions. If the check box selected
during a configuration session, the condition is considered true.
17. In the Input Properties pane, enter the following information:
Node

Field

Data

Appearance

(Name)

P01_Logic_Mat

Appearance

Label

Include Mat

18. Click Save.


19. In the Toolbox section, select Character and move the cursor to the spot where you would like to place
the control on the Design > Page Designer sheet, and then click the mouse again.

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Use the Character option to place a field that prompts for entry of a fixed length, single-line character string.
These fields can be used for easy comparison of character strings in calculations and Keep When rules.
20. In the Input Properties section, enter the following information:
Node

Field

Data

Appearance

(Name)

P01_PONum

Appearance

Label

Customer PONum

Appearance

Tooltip

Customer PONum

Note You need the P01_PONum input field to illustrate the Document Rules logic later in the course.

21. Click Save.

Test the Inputs


1. From the Actions menu, select Test Inputs.
The Enter Inputs window displays.
2. Select the following input values:
Field

Data

Frame Type

Vinyl

Frame Size

3x5

Glass Type

Matte

Include Mat

select

Note In this example, you can combine any frame type with any frame size or glass type. You can
make these selections because you have not yet specified any rules that prevent to make certain
selections.

3. From the File menu, click Save.


The Test Completed message displays.
4. To the message, click OK.
5. Remain in the Configurator Designer for the next workshop.

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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.
If Dynamic List logic is being used for the control, the Epicor application determines if the associated expression
conditions have been satisfied.
If the condition has been satisfied, the input control displays the specific set of options specified for that
condition. The dynamic lists can also be constructed so that option sets are populated based on inputs or
values passed in an external list or files.
An expression can be either entered in the Condition field located in the Dynamic List Editor or created using the
Code Editor.
Example If you are constructing a configuration for a PC, you can develop dynamic lists for selection of
a specific type of memory chips (for example, DDR / DDR2) that are dependent on the type of motherboard
selected for the computer (one type of motherboard might support DDR type memory chips, while the
other type only supports DDR2 type memory chips). The expressions you develop designate the conditions
under which each of the memory chip dynamic lists (each with selections associated with entirely different
sets of part numbers) display.
Note During an actual configuration session, if multiple dynamic lists are defined for the same combo
box, the Epicor application processes the dynamic lists in the order that they are defined.
If it processes a condition that is satisfied (returned true), it populates the combo box with that dynamic
list, and none of the remaining dynamic lists are processed.
If none of the dynamic list conditions are satisfied, it uses the list items and initial value that were defined
for the combo box.

Working with the Code Editor


In order to execute different actions, you will be creating a number of expressions using the Code Editor
throughout this course. This section of the course explains general use of the Code Editor.
Use the Code Editor (also referred to as the Free Code Editor) as needed to create C#-based code syntax for client
side events, client side expressions, Document rule expressions, and Method rules expressions. Use it as needed
to construct complex expressions that combine input values collected during an actual configuration session with
logical operators, user defined functions, context functions, and lookup functions. For example, you can create
code that the Epicor application uses to evaluate specific input values entered into controls you place on a
configuration input page using the Configurator Designer > Page Designer sheet.
The Code Editor contains the following panes and components:
Available Selections - The Available Selections pane displays, in a Tree View format, the specific variables
available for use in the current code editing session. You can collapse or expand specific nodes, then drag
and drop the appropriate selections into the Editor pane (in the middle of the Code Editor) to construct the
code expression.
The selection nodes that display in the Available Selections pane depend on where you invoke the Code Editor
within the Epicor application.
Example If accessed from the Configurator Designer, this pane displays an Inputs node. It contains
the names of the inputs (and their properties) you define for the associated configurator ID.

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Example If accessed from the Configurator Entry > Document Rules > Detail sheet or from
Configurator Rules, it displays a Temp-Tables node that lists available temporary files, filtered based
on the configuration type and entity. For example, if the target entity is Parts, it lists the temporary
tables associated with that table.
If displayed, a Methods and Lookup node contains a Methods sub-node that lists valid methods, a Context
sub-node that lists context functions, and a Lookup sub-node that lists lookup functions appropriate for the
code expression you are constructing.
If displayed, the User Defined node contains sub-nodes that list user defined functions executed on the client
side, and those executed on the server side.
Functions - The Functions pane displays the Math, String, Date, and Conversion functions you can select
in the Functions pane for use in constructing code syntax in the Code Editor. As in the Available Selections
pane, the functions display in a Tree View format. You can collapse or expand specific nodes, then drag and
drop the appropriate function selections into the Editor pane to construct the code expression.
Operators - The Operators pane displays mathematical expression either used with a single function or used
to process two or more functions. Depending on the expression you want to construct, select the Arithmetic,
Boolean, Comparison, Condition, or Other operator to write a code syntax.
Editor and Virtual Keyboard - The Editor pane displays the expressions based on the selections made in
the Available Selections and Functions panes.
As you construct a code expression based on the selections you drag and drop from the Available Selections
and Functions panes, the code syntax displays in the Editor pane (in the middle of the Code Editor). You can
also directly enter or edit code text in this pane. A keypad containing operators and boolean expressions (And,
Or, Not, True, False, Null) displays next to the Editor pane.
Hints - The Hints (unlabeled) pane at the bottom of the Code Editor displays helpful hints, based on the
specific variables, functions, and operators you select in the Available Selections and Functions panes. For
example, if you select a Boolean operator from the Operators pane, it displays a You must return either
true or false hint. If you select GetBytes from the String node in the Functions pane, the appropriate hint
text displays in this pane.
Important To construct different code expressions in this course, try to use the panes in the Code Editor.
At this stage, it is best not to just copy and paste the provided code snippets. This will give you experience
in constructing expressions.
Code Syntax Validation and Error Reporting
As you create or complete code expressions, click the Check Syntax button to perform C# code syntax validation.
You can perform validations on code expressions at any time during the entry process.
The Epicor application performs the appropriate validations on the code expression to determine if it is valid
C# code syntax; if so, a Syntax correct message displays.
Important The Epicor application does not validate the code for possible runtime errors.

When you click the OK button, you cannot leave the Code Editor if the code syntax is invalid. If the code
syntax is invalid, an error message displays, indicating the specific problem causing the invalidation. These are
standard Microsoft C# code validation errors; based on the displayed error, you use the Code Editor as needed
to make the appropriate change. Once complete, click the Check Syntax button again to perform C# code
syntax validation.
Once the code expression is validated, click OK to exit the Code Editor.

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Workshop - Create a Dynamic List and Input Settings


Because of the specific variations of picture frames, you must specify dynamic lists and input settings so when
you select an option, another set of options presents itself based on the previous selections. In this workshop,
create a Dynamic List, Read Only expression, and On Changed Field event for the picture frame.
The following restrictions apply:
You cannot order vinyl frames for the 8x10 inch size.
You cannot order matte glass for the 3x5 inch size.
You cannot use a mat for with vinyl frames.
You want to use a mat for the 8x10 inch frame size.

Create a Dynamic List for the Frame Size


Create a Dynamic List to reflect that you cannot order the 8x10 frame size in Vinyl.
1. In the Design > Page Designer sheet, click on the Frame Size combo box.
2. In the Input Properties section, under the Behavior node, select the Dynamic Lists line.
A launch button displays to the right in the Dynamic Lists line.
3. Click on the button located in this line.
The Dynamic List Editor displays. Use the Dynamic Lists Editor to define a dynamic list for a selected combo
box control.
4. In the Dynamic List Editor, select New > New Dynamic List.
5. Click the Edit button.
The Code Editor displays.
6. In the Editor pane, enter the following expression:
return Inputs.P01_Cmb_FrameType.Value == "Vinyl";
Specifies a condition which evaluates to True.
Note To construct the expression, try to use the panes in the Code Editor. It is best not to just copy
and paste the provided code snippet. This will give you experience in constructing expressions. This
should apply for all the expressions entered in this course.

7. Select the Check Syntax button.


The Syntax is correct message displays.
8. To the message, click OK.
9. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
10. In the Data Source field, verify Predefined List displays.
Specifies where the Epicor application gets the source of data from to populate the combo box list of options.

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Example If you select the Predefined List option the Dynamic List Data Source pane displays the
Predefined Item List section where you can define List of Items and Initial Value used if the condition
entered in the Condition field evaluates to True.

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. In the Value/Description List grid, enter the following values:
Value

Description

3x5

3x5

5x7

5x7

13. In the Value/Description List grid, highlight the third line and click the Delete button (cross).
14. Click Save.
15. Click OK.
16. In the Configurator Designer, click Save.
17. From the Actions menu, select Test Inputs.
The Enter Inputs test window displays.
18. In the Frame Type field, select Vinyl.
19. In the Frame Size field, select the drop-down menu to display the available frame sizes.
The 8x10 frame size does not display.
20. Click Save.
The Test Completed message displays.
21. To the message, click OK.
22. Remain in the Configurator Designer.

Create a Dynamic List for the Glass Type


Create a Dynamic List to reflect that you cannot order the 3x5 frame size with a Matte glass.
1. In the Design > Page Designer sheet, click on the Glass Type combo box.
2. In the Input Properties section, under the Behavior node, select the Dynamic List line.
A launch button displays.
3. Click on the button located in this line.
The Dynamic List Editor displays.

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4. In the Dynamic List Editor, select New > New Dynamic List.
5. Click the Edit button.
The Code Editor displays.
6. In the Editor pane, enter the following expression:
return Inputs.P01_Cmb_FrameSize.Value == "3x5";
Specifies a condition which evaluates to True.
7. Select the Check Syntax button.
The Syntax is correct message displays.
8. To the message, click OK.
9. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
10. In the Data Source field, verify Predefined List displays.
11. In the Initial Value field, enter Clear.
12. In the Value/Description List grid, enter the following values:
Value

Description

Clear

Clear

13. In the Value/Description List grid, highlight the third line and click the Delete button (cross).
14. In the Value/Description List grid, highlight the second line and click the Delete button (cross).
15. Click Save.
16. Click OK.
17. In the Configurator Designer, click Save.
18. From the Actions menu, select Test Inputs.
The Enter Inputs test window displays.
19. In the Frame Size field, select 3x5.
20. In the Glass Type field, verify that the Clear glass type is the only available choice.
21. Click Save.
The Test Completed message displays.
22. To the message, click OK.
23. Remain in the Configurator Designer.

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Create a Read Only Expression


In this workshop task, create a Read Only expression so you cannot use a mat with vinyl frames. The Read Only
expression controls whether the input is available during the configuration session.
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.
1. In the Design > Page Designer sheet, click on the Include Mat check box.
2. In the Input Properties section, under the Behavior node, select the Read Only line.
A drop down menu displays with False as a default.
3. Use the drop down menu to set the Read Only line to True.
Set to True to create a read only expression for the entered input control.
4. In the Input Properties section, under the Behavior node, select the Read Only Expression line.
A launch button displays.
5. Click on the button located in this line.
The Code Editor displays.
6. In the Editor pane, enter the following expression:
return (Inputs.P01_Cmb_FrameType.Value == "Vinyl");
Note The expression indicates that if you select the Vinyl frame type during the Configuration session,
the Include Mat check box will become inactive.

7. Select the Check Syntax button.


The Syntax is correct message displays.
8. To the message, click OK.
9. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
10. In the Configurator Designer, click Save.
11. From the Actions menu, select Test Inputs.
The Enter Inputs test window displays.
12. In the Frame Type field, verify Mahogany displays.
The Include Mat check box remains active.
13. In the Frame Type field, select Vinyl.
The Include Mat check box remains inactive and is greyed out.

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14. Click Save.


The Test Completed message displays.
15. To the message, click OK.
16. Remain in the Configurator Designer.

Create an On Changed Field Action


In this workshop task, create an On Field Changed action as you want to use a mat for the 8x10 inch frame size
during the configuration session.
The On Field Changed expression designates 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
the value of the specified field is changed on the page while the page is in focus and is saved.
1. In the Design > Page Designer sheet, click on the Frame Size combo box.
2. In the Input Properties section, under the Actions node, select the On Field Changed line.
A launch button displays.
3. Click on the button located in this line.
The Code Editor displays.
4. In the Editor pane, enter the following expression:
if (Inputs.P01_Cmb_FrameSize.Value=="8x10")
{
Inputs.P01_Logic_Mat.Value = true;
}
else
{
Inputs.P01_Logic_Mat.Value = false;
}
Note The expression indicates that if you select the 8x10 frame size during the Configuration session,
the Include Mat check box will be automatically selected.

5. Select the Check Syntax button.


The Syntax is correct message displays.
6. To the message, click OK.
7. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
8. In the Configurator Designer, click Save.
9. From the Actions menu, select Test Inputs.
The Enter Inputs test window displays.
10. In the Frame Type field, verify Mahogany displays.
The Include Mat check box remains active and is not selected.

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11. In the Frame Size field, select 8x10.


The Include Mat check box automatically selects.
12. Click Save.
The Test Completed message displays.
13. To the message, click OK.
14. In the Configurator Designer, navigate to the Configurator sheet.
15. Select the Approved check box.
The Description of Changes window displays.
16. In the Description of Changes window, enter Approved and click OK.
17. Click Save and exit the Configurator Designer

Workshop - Link the Configurator


Previously, you entered a new configurator record using Configurator Entry and created the picture frame design
using the Configurator Designer. The next step in the process is to link the configurator to the picture frame part
created previously. In the Epicor application, you can link a single configurator to multiple parts. In this workshop,
link the configurator to the picture frame part.
Navigate to Part Maintenance.
Menu Path: Sales Management > Configurator Management > Setup > Part
1. In the Part field, enter PF-XXX (where XXX are your initials) and press Tab.
2. Navigate to the Part > Revisions > Detail sheet.
3. Clear the Approved check box.
4. In the Configurator ID field, search for and select the XXX-PictureFrame configurator (where XXX are
your initials.
5. Click Save.
6. Select the Not Approved check box.
The Description of Change window displays.
7. In the Description of Change window, enter Approved and click OK.
The Configurable check box automatically selects.
Note 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.

8. Click Save and exit Part Maintenance.

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Method Rules
This section of the course describes how to create rules for the entered Configurator in order to create a method
of manufacturing configuration based on the input data. In the previous section, you created rules for displaying
the input data; this section describes in more detail how to create rules and how they work.
Note Selection of materials and operations is on an exception basis; no rule means the item or operation
is always included.
Method rules are entered in Configurator Rules by creating Rule Sets, Rule Conditions, and Rule Actions. A rule
set can contain one or more rules and each rule is composed of a condition and one or more actions. Within a
method of manufacture you can have multiple Rule Conditions with their Actions.
The Epicor application does not export manufacturing (method) rules or the method of manufacture at the time
of configurator synchronization to the external Sales companies in which configurations have been created (when
a quote, order, job order, purchase order or demand order is initially entered).
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 company and
external Sales companies. This allows you to protect proprietary product information from potential distribution
to unwanted parties.

Boolean Logic
The Boolean Logic rules are based on a statement that must be either true or false.
If A is true and B is true, then choose C (rule is true).
If A is true and B is false, then choose D (rule is not true).
Depending on the value (true or false), an action is performed. The input is specified as a condition since the
action is not always the same, but depends on the input data.
Example
If the weather is rainy, Ill stay at work, but
If the weather is sunny, Ill play golf.
Note the conditional word if, which implies that the weather may or may not be rainy. If these are the only two
conditions, then we have exhausted the states of nature and can take one of the two actions specified, either
stay at work or play golf. The above can be demonstrated as an if-then construct, as follows:
Example IF weather is sunny THEN play golf.
Of course, there may be multiple conditions, or states of nature to consider. The person in the example may not
wish to skip work every day to play golf, but only on Friday. So we must add another condition:
Example IF weather is sunny AND IF today is Friday THEN play golf ELSE stay at work.
Each rule may have multiple inputs, but only one output. However, you can use the same inputs in other rules
to produce different outputs. This is a Boolean condition, which provides an action based on whether the statement
evaluates to true or false.
So, we can reduce the above statement to the following:
Example IF today is Friday AND weather is sunny THEN golf.

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So, the decision is whether or not to play golf, and any other alternative is simply not considered.
Here is how it might work in a quote. Suppose you are a manufacturer of kitchen appliances, one of which is a
table-top mixer. These come in various motor sizes, depending on the end use of the item. One of the options
might be to include a dough hook, for kneading bread dough. Since this requires a heavy-duty motor, selecting
the dough hook attachment causes to select the heavy duty motor, whereas it normally would select the medium
duty motor. So, the rule looks like the following:
Example IF dough hook THEN heavy duty motor.
To keep the Configurator Designer from selecting another motor, use the opposite rule:
Example IF no dough hook THEN medium duty motor.
Now the quote contains one of the two motors, depending on whether the user wants a dough hook attachment.
If no rule is attached to an item, it is always selected. Only conditional items require selection rules.
More than one reason to select a component or subassembly may exist. In the case of the table-top mixer, the
heavy duty motor may be required for a number of reasons, including:
Kneading bread dough
Making pastry crust
Mixing heavy ingredients
It is necessary to verify the heavy duty motor is selected if any of the above is true:
Example IF bread dough OR pastry crust OR heavy ingredients THEN heavy duty motor.
If any one of the above is true, then the heavy duty motor is selected. The medium duty motor is selected only
if none of the above is true.
Note In each of the above examples, it is not necessary for the user to select the heavy duty motor, as
they are selected automatically based on other selections.

Workshop - Enter Keep When Method Rules


In this workshop, create Keep When method rules for the Picture Frame configurator to ensure that when you
select a specific input option, the corresponding material is selected to be part of the method of manufacture.
This eliminates other materials of the same type on the method.
Navigate to Configurator Rules.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Rule Entry
1. In the Configurator ID field, enter XXX-PictureFrame (where XXX are your initials) and press Tab.
2. In the Part/Rev field, search for and select part PF-XXX (where XXX are your initials).
3. Clear the Approved check box.
4. In the tree view, right-click on PF-XXX Rev: A Alt (where XXX are your initials) and select Tree > Expand
Tree.
The method of manufacture for the Picture Frame part displays.
5. In the tree view, click on material AL-080-XXX (where XXX are your initials).
The Rule Sets sheet displays.

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Use the Rule Sets sheet to enter a new rule set for the selected Configurator record. 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 a user from entering more than one rule with a Keep When condition.
Keep When conditions are selected from the Keep Component When drop down list of options.
Note Only one Rule Set is allowed per selected Bill of Material element.

6. From the New menu, select New Rule Set.


7. In the Keep Component When field, select the The Specified expression is equal to true expression.
8. In the expression, click on the Specified link.
The Code Editor displays.
9. In the Editor pane, enter the following expression:
return (Inputs.P01_Cmb_FrameType.Value == "Aluminum");
Note The expression indicates that if you select the Aluminum frame type during the Configuration
session, the AL-080-XXX material will be used to make the picture frame.

10. Select the Check Syntax button.


The Syntax is correct message displays.
11. To the message, click OK.
12. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
13. In Configurator Rules, click Save.
14. In the tree view, click on material MH-075-XXX (where XXX are your initials).
15. From the New menu, select New Rule Set.
16. In the Keep Component When field, select the The Specified expression is equal to true expression.
17. In the expression, click on the Specified link.
The Code Editor displays.
18. In the Editor pane, enter the following expression:
return (Inputs.P01_Cmb_FrameType.Value == "Mahogany");
Note The expression indicates that if you select the Mahogany frame type during the Configuration
session, the MH-075-XXX material will be used to make the picture frame.

19. Select the Check Syntax button.


The Syntax is correct message displays.
20. To the message, click OK.
21. In the Code Editor, click OK to confirm your entry.

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The Code Editor automatically closes.


22. Click Save.
23. Repeat steps 14-22 to add the Keep When rule for the following materials in the method of manufacture
(where XXX are your initials):
Material

Expression

VL-060-XXX

return (Inputs.P01_Cmb_FrameType.Value == "Vinyl");

GC-1000-XXX

return (Inputs.P01_Cmb_GlassType.Value == "Clear");

GM-1000-XXX return (Inputs.P01_Cmb_GlassType.Value == "Matte");

24. Remain in Configurator Rules.

Test the Method Rules


1. From the Actions menu, select Test Rules.
The Enter Inputs test window displays.
2. In the Frame Type field, verify Mahogany displays.
3. In the Frame Size field, verify 5x7 displays.
4. In the Glass Type field, select Matte.
5. Click Save.
The Test Completed message displays.
6. To the message, click OK.
The Test Results window displays.
7. In the Test Results window, in the tree view, right-click on Quote and select Tree > Expand Tree.
8. In the tree view, verify material MH-075-XXX (where XXX are your initials) is marked with a red dot.
Because of your Mahogany material selection made in the Enter Inputs test window, the Epicor application
pulled this material from the method of manufacture used to manufacture the picture frame product.
9. Close the Test Results window.
10. Use steps 1-9 to test different frame size, type, or glass combinations.
11. Remain in Configurator Rules for the next workshop.

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Calculation Method Rules


In the previous workshop, you have entered the Keep When rules to select correct materials from the method
of manufacture, but you have not yet specified how much of each material you need. For example, the 5x7 inch
frame uses more frame material and glass than a 3x5 inch frame, but less than an 8x10 inch frame.
Calculations rules are used to perform calculations through code expressions. The picture frame example
demonstrates the following:
You have three components that require dimensions:
Frame material
Glass type
Optional mat
Let us start with the frame material. Assume the frame pieces are cut at a 45-degree angle, so the outside
dimension of each piece corresponds to one of the frame dimensions. For example, a 5x7 inch frame requires
four frame pieces:
2 pieces at 5 inches in length
2 pieces at 7 inches in length
Assume each piece of frame material that you stock in your warehouse is 12 feet, or 144 inch, in length. As the
Qty/Parent value for all the frame type materials is defined in feet (FT), you need to create an expression to convert
inches to feet once you select a certain picture frame size during the configuration session. This gives you a
correct Qty/Parent value in feet, once you select a particular picture frame size.

Workshop - Use Calculation Method Rules for Frame Types


The quantity per parent value on a job or quote can be different from the standard value in the method of
manufacturing based on the picture frame type and size. Rather than trying to change the method of
manufacturing to anticipate this, this workshop helps you to calculate the quantity per parent value for the frame
materials based on the selected picture frame size.

Create a Method Variable


In this workshop task, create method variables to be used for the Qty/Parent material calculations in the method
of manufacture used for the picture frame.
Use Method Variables to:
Define a variable for four data types (String, Numeric, Date, Logical) with a constant initial value.
Define a variable for four data types (String, Numeric, Date, Logical) with an expression defining the initial
value.
Define a variable for four data types (String, Numeric, Date, Logical) with an call to a user defined function
returning the initial value.
Define an expression to assign values to one or more method rule variables.
1. In Configurator Rules, from the Actions menu, select Method Variables.
The Method Variables window displays.
2. In Method Variables window, from the New menu, select New Method Variable.
In the Variable Definitions grid, a new line displays.

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3. In the line, select the drop down menu to display all the available definitions.
4. Select the Define Variable as DataType using Specified expression to assign the initial value definition.
5. Within the selected definition, click on the Variable link.
The Value From String Constant Editor window displays.
6. In the Name field, enter nPerimeter and click OK.
7. Within the selected definition, click on the DataType link.
The Value Data Type Editor Form window displays.
8. In the Data Type field, select Numeric and click OK.
9. Within the selected definition, click on the Specified link.
The Code Editor displays.
10. In the Editor pane, enter the following expression:
switch (Inputs.P01_Cmb_FrameSize.Value)
{
case "3x5":
return 16;
break;
case "5x7":
return 24;
break;
default:
return 36;
break;
}
11. Select the Check Syntax button.
The Syntax is correct message displays.
12. To the message, click OK.
13. In the Code Editor, click OK to confirm your entry.
14. Click Save and exit the Method Variables window.
15. Remain in Configurator Rules.

Enter Rule Actions


In this workshop task, create a rule set and rule actions for the Aluminum, Mahogany, and Vinyl materials.
1. Verify the Rule Sets > Detail sheet displays.
2. In the tree view, select material AL-080-XXX (where XXX are your initials).
3. From the New menu, select New Rule.
4. In the Rule Condition field, verify Always execute displays.

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This field specifies a Rule Condition applied against the material selected in the method of manufacture for
the parent part. This field enables you to select a pre-defined Rule Condition that applies against the selected
material.
5. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
6. In the line, select the drop down menu to display all the available definitions.
7. Select the Execute Specified expression rule action.
8. Within the select rule action, click on the Specified link.
The Code Editor displays.
9. In the Editor pane, enter the following expression:
JobMtl.QtyPer=nPerimeter / 12;
10. Select the Check Syntax button.
The Syntax is correct message displays.
11. To the message, click OK.
12. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
13. Click Save.
14. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
15. In the line, select the drop down menu to display all the available definitions.
16. Select the Execute Specified expression rule action.
17. Within the select rule action, click on the Specified link.
The Code Editor displays.
18. In the Editor pane, enter the following expression:
QuoteMtl.QtyPer=nPerimeter / 12;
19. Select the Check Syntax button.
The Syntax is correct message displays.
20. To the message, click OK.
21. In the Code Editor, click OK to confirm your entry.
22. Click Save.
23. Repeat steps 2-22 to enter rule actions for the rest of frame type materials using the following information
(where XXX are your initials).

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Material

Rule

Rule Action

Expression (Code Editor)

MH-075-XXX

Always
execute

Execute Specified
expression

JobMtl.QtyPer=nPerimeter / 12;

MH-075-XXX

Always
execute

Execute Specified
expression

QuoteMtl.QtyPer=nPerimeter / 12;

VL-060-XXX

Always
execute

Execute Specified
expression

JobMtl.QtyPer=nPerimeter / 12;

VL-060-XXX

Always
execute

Execute Specified
expression

QuoteMtl.QtyPer=nPerimeter / 12;

24. Remain in Configurator Rules for the next workshop.

Workshop - Use Calculation Method Rules for Glass Types


In the previous workshop you created calculation rules for three frame materials to reflect how much material
must be used once the 3x5, 5x7, or 8x10 frame size is selected during the configuration session. The next step
in the process is to calculate the glass area. Frame types can be ordered with two different glass types (Clear,
Matte). You purchase and stock the picture frame glass types in 4x6 foot sheets, which is a total of 3,456 square
inches per sheet. As a result, you need to calculate the glass quantity used per sheet in the same way as you did
previously with the frame materials.

Create a Method Variable


In this workshop task, create method variables to be used for the Qty/Parent material calculations in the method
of manufacture for the picture glass type.
1. In Configurator Rules, from the Actions menu, select Method Variables.
The Method Variables window displays.
2. In Method Variables window, from the New menu, select New Method Variable.
In the Variable Definitions grid, a new line displays.
3. In the line, select the drop down menu to display all the available definitions.
4. Select the Define Variable as DataType using Specified expression to assign the initial value definition.
5. Within the selected definition, click on the Variable link.
The Value From String Constant Editor window displays.
6. In the Name field, enter nArea and click OK.
7. Within the selected definition, click on the DataType link.
The Value Data Type Editor Form window displays.
8. In the Data Type field, select Numeric and click OK.
9. Within the selected definition, click on the Specified link.
The Code Editor displays.

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10. In the Editor pane, enter the following expression:


if (string.Compare(Inputs.P01_Cmb_FrameSize.Value,"3x5",true)== 0)
return 15;
else if (string.Compare(Inputs.P01_Cmb_FrameSize.Value,"5x7",true)== 0)
return 35;
else
return 80;
11. Select the Check Syntax button.
The Syntax is correct message displays.
12. To the message, click OK.
13. In the Code Editor, click OK to confirm your entry.
14. Click Save and exit the Method Variables window.
15. Remain in Configurator Rules.

Enter Rule Actions


1. Verify the Rule Sets > Detail sheet displays.
2. In the tree view, select material GC-1000-XXX (where XXX are your initials).
3. From the New menu, select New Rule.
4. In the Rule Condition field, verify Always execute displays.
5. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
6. In the line, select the drop down menu to display all the available definitions.
7. Select the Execute Specified expression rule action.
8. Within the select rule action, click on the Specified link.
The Code Editor displays.
9. In the Editor pane, enter the following expression:
JobMtl.QtyPer=nArea / 3456;
10. Select the Check Syntax button.
The Syntax is correct message displays.
11. To the message, click OK.
12. In the Code Editor, click OK to confirm your entry.
13. Click Save.
14. From the New menu, select New Rule Action.
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In the Action grid, a new line displays.


15. In the line, select the drop down menu to display all the available definitions.
16. Select the Execute Specified expression rule action.
17. Within the select rule action, click on the Specified link.
The Code Editor displays.
18. In the Editor pane, enter the following expression:
QuoteMtl.QtyPer=nArea / 3456;
19. Select the Check Syntax button.
The Syntax is correct message displays.
20. To the message, click OK.
21. In the Code Editor, click OK to confirm your entry.
22. Click Save.
23. Repeat steps 2-22 to enter rule actions for the rest of frame type materials using the following information
(where XXX are your initials).
Material

Rule

Rule Action

Expression (Code Editor)

GM-1000-XXX Always
execute

Execute Specified
expression

JobMtl.QtyPer=nArea / 3456;

GM-1000-XXX Always
execute

Execute Specified
expression

QuoteMtl.QtyPer=nArea / 3456;

24. Remain in Configurator Rules for the next workshop.

Workshop - Use Calculation Method Rules for the Mat Fabric Material
So far, you have created method rules for three frame and two glass materials. These reflect how much frame
type and glass type material must be used when the 3x5, 5x7, or 8x10 frame size is selected during the
configuration session. Previously you entered a mat material which can be inserted into the frame if required by
a customer. Therefore, each picture frame product may come with or without a mat. You also created two mat
rule restrictions where you cannot use a mat with vinyl frames, and you must use a mat for the 8x10 inch frame
size.
The mat is one inch (1") in width for the 8x10 frame, one-half inch (0.5") in width for the 5x7 frame, and one
third of inch (0.3") in width for the 3x5 frame. This means it is necessary to cut a large piece of fabric and then
remove a smaller piece, leaving an opening one to two inches smaller than the frame size. Since you can use the
piece cut from the larger frame to make a mat for the smaller frame, you can salvage that material. The material
cut from the 5x7 and 3x5 mat is not usable and you must discard it.
In this workshop, make another calculation for the mat opening for an 8x10 frame. At one inch width, the
material left (in square inches) is equal to the perimeter calculated above. The material left equals area minus
perimeter. You must salvage that much material for each mat cut, so this is the salvage quantity per, or the
amount of material left after the mat cutting operation. There are 3,456 square inches of material in each sheet.
This applies only to mats cut for an 8x10 frame. Additionally, you must create an expression for the 5x7 frame

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size because you can order mats with the 5x7 and 8x10 frame sizes only. As defined previously, you cannot
include mats for the 3x5 frames.
1. Verify the Rule Sets > Detail sheet displays.
2. In the tree view, select material MT-100-XXX (where XXX are your initials).
3. From the New menu, select New Rule Set.
4. From the New menu, select New Rule.
5. In the Rule Condition field, verify Always execute displays.
6. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
7. In the line, select the drop down menu to display all the available definitions.
8. Select the Execute Specified expression rule action.
9. Within the select rule action, click on the Specified link.
The Code Editor displays.
10. In the Editor pane, enter the following expression:
if (Inputs.P01_Cmb_FrameSize.Value == "8x10")
JobMtl.SalvageQtyPer = ((nArea-nPerimeter)/3456);
else if (Inputs.P01_Cmb_FrameSize.Value == "5x7")
JobMtl.QtyPer=nArea / 3456;
11. Select the Check Syntax button.
The Syntax is correct message displays.
12. To the message, click OK.
13. In the Code Editor, click OK to confirm your entry.
14. Click Save.
15. Remain in Configurator Rules for the next workshop.

Workshop - Set Up Run Times for the Saw Operation


Assume that aluminum takes longer to cut than mahogany or vinyl. However, the glass size directly affects the
cutting time required, assuming our machine operates at a linear rate of 20 feet per minute.
In this case, create a calculation rule for production standard of 10 pieces per minute for mahogany and vinyl,
and 5 pieces per minute for aluminum.
In this workshop, enter a calculation method rule to determine the amount of time needed to cut each frame
type material during the picture frame manufacturing process. For the purposes of this workshop, specify all run
times in pieces per hour, or 300 pieces per hour for aluminum and 600 pieces per hour for mahogany and vinyl.
1. Verify the Rule Sets > Detail sheet displays.

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2. In the tree view, select Operation 10 (SAW).


3. From the New menu, select New Rule Set.
4. From the New menu, select New Rule.
5. In the Rule Condition field, verify Always execute displays.
6. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
7. In the line, select the drop down menu to display all the available definitions.
8. Select the Execute Specified expression rule action.
9. Within the select rule action, click on the Specified link.
The Code Editor displays.
10. In the Editor pane, enter the following expression:
if (Inputs.P01_Cmb_FrameType.Value=="Aluminum")
{
JobOper.ProdStandard=600;
}
else
{
JobOper.ProdStandard=300;
}
11. Select the Check Syntax button.
The Syntax is correct message displays.
12. To the message, click OK.
13. In the Code Editor, click OK to confirm your entry.
14. Click Save.
15. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
16. In the line, select the drop down menu to display all the available definitions.
17. Select the Execute Specified expression rule action.
18. Within the select rule action, click on the Specified link.
The Code Editor displays.
19. In the Editor pane, enter the following expression:
if (Inputs.P01_Cmb_FrameType.Value=="Aluminum")
{
QuoteOpr.ProdStandard=600;
}
else
{

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QuoteOpr.ProdStandard=300;
}
20. Select the Check Syntax button.
The Syntax is correct message displays.
21. To the message, click OK.
22. In the Code Editor, click OK to confirm your entry.
23. Click Save.
24. Remain in Configurator Rules for the next workshop.

Workshop - Set Up Run Times for the Slit Operation


The Slit operation cuts the glass depending on the size of the pieces to be cut. Since you must cut only two sides
of each piece, you can calculate the amount of slitting required by dividing the perimeter by two and using this
to calculate the operation time. If the slitter can cut 20 inches per minute (or 1200 inches per hour), then you
need to calculate the number of inches to be cut.
In this workshop, enter a calculation method rule to determine the amount of time needed to slit each glass type
material during the picture frame manufacturing process.
Example For example, an 8x10 frame needs an 8 inch cut and a 10 inch cut for a total of 18 inches. At
20 inches per minute, this is:
18 / 1200 = 0.015 hours per piece.
Or
1 / 0.015 = 66.66666 pieces per hour.
Note This can be accomplished the same way by dividing 1200 by Perimeter / 2, as the following workshop
illustrates.
1. Verify the Rule Sets > Detail sheet displays.
2. In the tree view, select Operation 20 (SLIT).
3. From the New menu, select New Rule Set.
4. From the New menu, select New Rule.
5. In the Rule Condition field, verify Always execute displays.
6. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
7. In the line, select the drop down menu to display all the available definitions.
8. Select the Execute Specified expression rule action.
9. Within the select rule action, click on the Specified link.
The Code Editor displays.

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10. In the Editor pane, enter the following expression:


QuoteOpr.ProdStandard = (1200 / (nPerimeter / 2));
11. Select the Check Syntax button.
The Syntax is correct message displays.
12. To the message, click OK.
13. In the Code Editor, click OK to confirm your entry.
14. Click Save.
15. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
16. In the line, select the drop down menu to display all the available definitions.
17. Select the Execute Specified expression rule action.
18. Within the select rule action, click on the Specified link.
The Code Editor displays.
19. In the Editor pane, enter the following expression:
JobOper.ProdStandard = (1200 / (nPerimeter / 2));
20. Select the Check Syntax button.
The Syntax is correct message displays.
21. To the message, click OK.
22. In the Code Editor, click OK to confirm your entry.
23. Click Save.
24. Navigate to the Part/Rev sheet.
25. Select the Approved check box.
The Description of Changes window displays.
26. In the Description of Changes window, enter Approved and click OK.
27. Click Save and exit Configurator Rules.

Workshop - Create a Subassembly


Previously, in the Picture Frame example, you created/configured only the end item and pulled all the required
materials from stock, as needed. However, you identified a problem with stocking the picture frame backs in the
sizes and quantities needed to satisfy sales demands. As a result, you decide to manufacture the backs in-house
using three different raw materials (Cardboard, Fabric, Hinges). In this workshop, create a configured subassembly
(Frame Back) as part of the picture frame model.

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Note You need hinges to attach a triangular piece of fabric-covered cardboard to the back piece in order
to stand the frame on a table. You can use the same hinge for all frame sizes, but the size of the triangular
stand depends on the size of the frame (it is the size of the long dimension, which is 5, 7, or 10 inches),
and is one-third the size of the back piece in total area. Because of its unusual shape, there is a 15% scrap
factor on cardboard and fabric during the Slitting operation.
Note When Part Creation and Smart String creation parameters are defined for a subassembly configured
part, the Epicor application processes these parameters for the lower level configured part when the
associated top-level configuration is saved during a Configurator session.

Enter a Subassembly
Navigate to Part Maintenance.
Menu Path: Sales Management > Configurator Management > Setup > Part
1. From the New menu, select New Part.
2. In the Part field, enter Back-XXX (where XXX are your initials).
3. In the Description field, enter XXX Picture Frame Back (where XXX are your initials).
4. In the Type field, select Manufactured.
5. Select the Non-Stock Item check box.
6. Click Save.
7. From the New menu, select New Part Revision.
The Part > Revisions > Detail sheet displays.
8. In the Rev field, enter A.
9. In the Effective Date field, accept the default of today's date.
10. In the Description field, enter Initial Release.
11. Click Save.
12. Select the Not Approved check box.
The Description of Change window displays.
13. In the Description of Change window, enter Approved and click OK.
14. Click Save.
15. Remain in Part Maintenance.

Create Subassembly Materials


1. From the New menu, select New Part.
2. In the Part field, enter CRB-100-XXX (where XXX are your initials).

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3. In the Description field, enter XXX Cardboard (where XXX are your initials).
4. In the Type field, verify Purchased displays.
5. In the UOM Class field, select Sheet Stock.
6. In the Primary UOMs field, verify SH displays in all three fields.
7. Click Save.
8. Repeat steps 1-7 to enter the following materials (where XXX are your initials):
Part

Description

Type

UOM Class

Primary UOMs

FRB-100-XXX

XXX Fabric

Purchased

Sheet Stock

SH

Hinge-XXX

XXX Hinge

Purchased

Counted Units

EA

9. Remain in Part Maintenance.

Define a Method of Manufacture


1. In the Part field, enter Back-XXX (where XXX are your initials) and press Tab.
2. Navigate to the Part > Revisions > Detail sheet.
3. Clear the Approved check box.
4. From the Actions menu, select Revision > Check Out Revision.
The Part Revision Checkout window displays.
5. In the ECO field, search for and select XXX-PICFRAME (where XXX are your initials).
6. Click OK.
7. From the Actions menu, select Revision > Engineering Workbench.
The Engineering Workbench displays.
8. From the Actions menu, select Operation > Add Operation.
The Method of Manufacturing > Operations > Detail sheet displays.
9. In the Operation field, select Slit and Separate.
10. Click Save.
11. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.
12. In the Resource Group field, verify Slitting Machines displays.
13. From the Actions menu, select Material > Add Material.
The Method of Manufacturing > Materials > Detail sheet displays.

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14. In the Part field, enter CRB-100-XXX (where XXX are your initials) and press Tab.
15. In the Qty/Parent field, enter 1.
16. In the Scrap field, enter 15 and verify the % radio button is selected.
17. Click Save.
18. Repeat steps 13-17 to add two more materials using the following information (where XXX are your initials):
Mtl Seq

Part

Operation

Qty/Parent

Scrap

% (radio
button)

20

FRB-100-XXX

10

15

Selected

30

Hinge-XXX

10

N/A

N/A

19. Navigate to the Revision > Detail sheet.


20. Select the Not Approved check box.
The revision status changes to Approved.
21. From the Actions menu, select Revision > Check In.
The Description of Change window displays.
22. Accept the suggested comment and click OK.
The Check In Complete message displays.
23. To the message, click OK.
24. Exit the Engineering Workbench and remain in Part Maintenance.

Add the Subassembly as Material


1. Navigate to the Part > Detail sheet.
2. In the Part field, enter PF-XXX (where XXX are your initials) and press Tab.
3. Navigate to the Part > Revisions > Detail sheet.
4. Clear the Approved check box.
5. From the Actions menu, select Revision > Check Out Revision.
The Part Revision Checkout window displays.
6. In the ECO field, search for and select XXX-PICFRAME (where XXX are your initials).
7. Click OK.
8. From the Actions menu, select Revision > Engineering Workbench.
The Engineering Workbench displays.

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9. From the Actions menu, select Material > Add Material.


The Method of Manufacturing > Materials > Detail sheet displays.
10. In the Part field, enter Back-XXX (where XXX are your initials) and press Tab.
11. In the Operation field, select 30.
The Changing the Operation Sequence may affect this part's configuration. If the part's
configuration is affected then it will be set to Unapproved to reflect this change message displays.
12. To the message, click OK.
13. In the Qty/Parent field, enter 1.
14. Verify that the Pull as Assembly and View as Assembly check boxes are selected.
15. Click Save.
16. Navigate to the Revision > Detail sheet.
17. Select the Not Approved check box.
The revision status changes to Approved.
18. From the Actions menu, select Revision > Check In.
The Description of Change window displays.
19. Accept the suggested comment and click OK.
The Check In Complete message displays.
20. To the message, click OK.
21. Exit the Engineering Workbench.
22. Click Save and exit Part Maintenance.

Create a Calculation Method Rule for the Cardboard


In this workshop task, enter a method rule to calculate the cardboard material used as a back side for the picture
frame.
Navigate to Configurator Rules.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Rule Entry
1. In the Configurator ID field, enter XXX-PictureFrame (where XXX are your initials) and press Tab.
2. In the Part/Rev field, search for and select part PF-XXX (where XXX are your initials).
3. Clear the Approved check box.
4. In the tree view, right-click on PF-XXX Rev: A Alt (where XXX are your initials) and select Tree > Expand
Tree.
The method of manufacture for the Picture Frame part displays.

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5. In the tree view, click on material CRB-100-XXX (where XXX are your initials).
The Rule Sets sheet displays.
The material is located under Opr: 30 OP AssyUnit > Mtl:80 Back-XXX > Opr: 10 OP SLIT (where XXX
are your initials).
6. From the New menu, select New Rule Set.
7. From the New menu, select New Rule.
8. In the Rule Condition field, verify Always execute displays.
9. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
10. In the line, select the drop down menu to display all the available definitions.
11. Select the Execute Specified expression rule action.
12. Within the select rule action, click on the Specified link.
The Code Editor displays.
13. In the Editor pane, enter the following expression:
QuoteMtl.QtyPer=((nArea / 3456) * (1 + (1/3)));
14. Select the Check Syntax button.
The Syntax is correct message displays.
15. To the message, click OK.
16. In the Code Editor, click OK to confirm you entry.
The Code Editor automatically closes.
17. In Configurator Rules, click Save.
18. Repeat steps 9-17 to add the following rule action (where XXX are your initials):
Material

Expression

CRB-100-XXX

JobMtl.QtyPer=((nArea / 3456) * (1 + (1/3)));

19. Remain in Configurator Rules.

Create a Calculation Method Rule for the Fabric


It is also necessary to calculate the quantity of the fabric needed, remember not only to include enough for the
stand, but also enough for both sides of the cardboard pieces. You can use the same expression but multiply it
by two.
1. In the tree view, click on material FRB-100-XXX (where XXX are your initials).

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The Rule Sets sheet displays.


The material is located under Opr: 30 OP AssyUnit > Mtl:80 Back-XXX > Opr: 10 OP SLIT.
2. From the New menu, select New Rule Set.
3. From the New menu, select New Rule.
4. In the Rule Condition field, verify Always execute displays.
5. From the New menu, select New Rule Action.
In the Action grid, a new line displays.
6. In the line, select the drop down menu to display all the available definitions.
7. Select the Execute Specified expression rule action.
8. Within the select rule action, click on the Specified link.
The Code Editor displays.
9. In the Editor pane, enter the following expression:
QuoteMtl.QtyPer = ((nArea / 3456) * (2));
10. Select the Check Syntax button.
The Syntax is correct message displays.
11. To the message, click OK.
12. In the Code Editor, click OK to confirm you entry.
The Code Editor automatically closes.
13. Click Save.
14. Repeat steps 5-13 to add the following rule action (where XXX are your initials):
Material

Expression

FRB-100-XXX

JobMtl.QtyPer = ((nArea / 3456) * (2));

15. Navigate to the Part/Rev sheet and select the Approved check box.
The Description of Changes window displays.
16. In the Description of Changes window, enter Approved and click OK.
17. Click Save and exit Configurator Rules.

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Document Rules
Use the Document Rules sheets to specify document rules for different target entities (programs). 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 expression syntax, the Epicor application updates the tables and fields defined
in the rule with the appropriate resulting values (also specified in the rule expression). For example, 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, the Epicor
application executes these rules against the calling document that initiated the configuration (quote, sales
order, job or purchase order) at the time the configuration is saved. This eliminates the need to perform a
Get Details operation in Opportunity/Quote Entry or Job Entry.
Document rules can be used in a single-company environment or, with the Enterprise Configurator check box
selected, in a multi-company environment. Based on the rule expression syntax, the Epicor application updates
the tables and fields defined in the rule with the appropriate resulting values (also specified in the rule expression).

Workshop - Add a Document Rule


In this workshop, add a document rule for the purchase order (PO) field in a sales order and create a document
rule action that allows you to automatically change the PO number when entering sales orders later in the course.
Navigate to Configurator Entry.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry
1. In the Configurator ID field, search for and select XXX-PictureFrame (where XXX are your initials).
2. Clear the Approved check box.
3. Navigate to the Document Rules > Detail sheet.
4. From the New menu, select New Document Rule.
5. In the Rule Description field, enter PO Field.
6. In the Rule Condition field, verify Always execute displays.
7. Click Save.
8. From the New menu, select New Document Rule Action.
In the Action grid, a new line displays.
9. In the line, select the drop down menu to display all the available definitions.
10. Select the Execute Specified expression document rule action.
11. Within the select document rule action, click on the Specified link.
The Code Editor displays.

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12. In the Editor pane, enter the following expression:


OrderHed.PONum = Inputs.P01_PONum.Value;
13. Select the Check Syntax button.
The Syntax is correct message displays.
14. To the message, click OK.
15. In the Code Editor, click OK to confirm your entry.
The Code Editor automatically closes.
16. Click Save.
17. Navigate to the Detail sheet.
18. Select the Approved check box.
The Description of Changes window displays.
19. In the Description of Changes window, enter Approved and click OK.
20. Click Save and exit Configurator Entry.

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Test the Models


In this section of the course, use Opportunity/Quote Entry, Order Entry, and Job Entry to test the Picture
Frame configurator.

Workshop - Enter a Job


In this workshop, create a job for the picture frame and review the operation and material details.
Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
1. From the New menu, select New Job.
The New Job Number window displays.
2. Click the Next Job button to generate the job number and click OK.
3. In the Part field, enter PF-XXX (where XXX are your initials) and press Tab.
4. In the Req By field, enter the date two weeks from today.
5. Click Save.
6. From the Actions menu, select Job > Get Details.
The Get Details window displays.
7. Click OK.
The A related Configuration was found, would you like to enter a Configuration now? message
displays.
8. To the message, click Yes.
The Enter Inputs window displays.
9. Select the following picture frame combination:
Input

Value

Frame Type

Aluminum

Frame Size

5x7

Glass Type

Matte

Include Mat

Clear

10. Click Save.


11. In the tree view, right-click on the job number and select Tree > Expand Tree.
12. In the tree view, click on material AL-080-XXX (where XXX are your initials).
The Job Details > Materials > Detail sheet displays.

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The Aluminum material was pulled in from the method of manufacture for the Picture Frame part as a result
of entering the Keep When rule in the Workshop - Enter Keep When Method Rules.
13. In the Qty/Parent field, verify 2.00 (FT) displays.
You selected the 5x7 inch frame size, which consumes 24 inches of Aluminum material (7 inches left side,
7 inches right side, 5 inches top side, and 5 inches bottom side). Since you configure the Aluminum frame
type in inches, but store and purchase it in feet, based on the expression that you defined in the Workshop
- Use Calculation Method Rules for Frame Types, the Epicor application converted inches to feet, as 24 inches
= 2 feet.
For example, I you selected the 3x5 frame size in the Enter Inputs window, the Qty/Parent field would display
1.33 (FT), as 16 inches = 1.33 feet.
14. In the tree view, click on the Opr:10 OP: SAW.
The Job Details > Operations > Detail sheet displays.
15. In the Prod Std field, verify 600 displays.
This is the run time you defined in the Workshop - Set Up Run Times for the Saw Operation. The entered
expression in this workshop specified that if you select Aluminum then 600 else 300. For example, if you
selected Mahogany in the Enter Inputs test window, the value of 300 would display in this field.
16. In the tree view, click on the Opr:20 OP: SPLIT.
17. In the Prod Std field, verify 100 displays.
This is the run time you defined in the Workshop - Set Up Run Times for the Slit Operation. The entered
expression in this workshop specified the following logic: (1200 / (nPerimeter / 2)).
Because you selected the 5x7 frame size, you consume 24 inches of the Aluminum material. Therefore,
(1200 / (24 / 2)) = 100. If you selected the 3x5 frame size in the Enter Inputs test window, you would consume
16 inches of the Aluminum material and, therefore, the value of 150 would display in this field [(1200 / (16
/ 2)) = 150].
18. Review other method of manufacturing details, as necessary.
19. Exit Job Entry.

Workshop - Enter a Quote


In this workshop, create a quote for Dalton Manufacturing and configure a specific picture frame using the
Configure button.
Navigate to Opportunity/Quote Entry.
Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote
1. From the New menu, select New Quote.
2. In the Customer field, enter Dalton and press Tab.
3. Click Save.
4. Navigate to the Line > Detail sheet.
5. From the New menu, select New Line.

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6. In the Part/Rev field, enter PF-XXX (where XXX are your initials) and press Tab.
7. In the Order Quantity field, enter 10.
8. In the Expected Quantity field, enter 10.
9. Click Save.
10. Click the Configure button.
Note If the Configure button is inactive, it indicates that either the part revision or the configuration
have not been approved.
The Enter Inputs window displays.
11. In the Frame Type field, accept the default of Mahogany.
12. In the Frame Size field, accept the default of 5x7.
13. In the Glass Type field, select Clear.
14. Select the Include Mat check box.
15. Click Save.
16. From the Actions menu, select Quote Line > Mfg Details > Get Details.
The Get Details window displays.
17. Click OK to copy information from the method of manufacturing (the configuration rules base).
The This Configuration already has existing values entered, would you like to reconfigure it?
message displays.
18. To the message, click No.
19. Navigate to the Line > Mfg Details > Quote Details > Assemblies > Assembly sheet.
20. Use the tree view, to select operations and materials.
Verify the quantities and the run times are correct.
Note If so, your rules operate correctly. If not, try to determine where you made a mistake. If taking
this course in a classroom, ask your instructor for help if necessary.

21. Click Save and exit Opportunity/Quote Entry.

Workshop - Enter a Sales Order


In this workshop, create a sales order for Dalton Manufacturing and configure a specific picture frame using the
Configure button. Additionally, test the Document Rule syntax for the PO Number field you created in the
Workshop - Add a Document Rule.
Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry

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1. From the New menu, select New Order.


2. In the Customer field, enter Dalton and press Tab.
3. In the PO field, enter XXXX (where XXXX are the last four digits of your phone number).
4. In the Need By field, enter the date one week from today.
5. In the Ship By field, enter the date two days before the Need By date.
6. Navigate to the Lines > Detail sheet.
7. From the New menu, select New Line.
8. In the Part/Rev field, enter PF-XXX (where XXX are your initials) and press Tab.
9. In the Order Quantity field, enter 10 and click Save.
10. Click the Configure button to access the input form.
Note If the Configure button is inactive, it indicates that either the part revision or the configuration
have not been approved.
The Enter Inputs window displays.
11. In the Frame Type field, select Aluminum.
12. In the Frame Size field, accept 5x7 as the default.
13. In the Glass Type field, select Clear.
14. Select the Include Mat check box.
15. In the Customer PONum field, enter MMYY (where MMYY is the month and year of your birthday) and
click Save.
16. Navigate to the Summary sheet.
Note The PO number in the Summary sheet automatically changes to MMYY (where MMYY is your
birthday). This is due to the Document Rule syntax you created in Workshop - Add a Document Rule.

17. Exit Sales Order Entry.

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This section of the course discusses some of the additional features that directly relate to configurator.
This section covers the following topics:
Part Creation
Use the Part Creation settings to define parameters that designate if and how part records should be entered or
created when an item is configured. After calculating unit pricing for the configured item, the Epicor application
uses parameters defined for the associated Configurator ID in the Configurator Entry > Record Creation >
Part Creation sheet to determine if and how part records should be entered or created when you configure the
base part associated with the Configurator ID.
Smart String
Use the Smart String settings to define 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, Purchase Order Entry, Job Entry or Demand Entry.
After you generate part numbers for the configured item, the Epicor application uses Smart String Options
parameters (if any) defined for the configuration in the Configurator Entry > Record Creation > Part Creation
sheet.
Inputs-Based Pricing
Input based pricing is setup via document rule conditions and actions. Pricing can be also based on assigning a
constant decimal value for a given entity, or setting pricing based on code expressions you develop.
For instance, based on syntax defined in Document rules, you can automatically update pricing of a sales order
line, based on the components selected for the configured item and specified conditions being satisfied during
a configuration session.
Import/Export Configuration
Use the Import and Export functionality to export and import the XML configuration file.

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Workshop - Use the Smart Strings and Part Creation Capabilities


In this workshop, setup and test the Part Creation functionality and review the Smart String settings.
Navigate to Configurator Entry.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry
1. In the Configurator ID field, search for and select the XXX-PictureFrame record (where XXX are your
initials).
2. Clear the Approved check box.
3. Navigate to the Record Creation > Part Creation sheet.
Use this sheet to define parameters that designate if and how part records should be entered or created
when an item is configured. You also use it 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, Purchase Order Entry,
Job Entry or Demand Entry.
4. In the Smart String Options pane, in the Available Styles field, select the Smart String Constructed
from Inputs option.
5. In the Separator Character field, select the Dash(-) option.
6. Click the Available Inputs button.
The Available Inputs window displays.
7. Hold the Control (Ctrl) key on your keyboad and highlight all the inputs.
8. Click OK.
In the Available Inputs grid, the selected inputs display.
9. In the Available Inputs grid, select the P01_Cmb_FrameSize line.
The Format button activates.
10. Click the Format button.
The Smart String Display Format window displays.
11. Review the Possible and Display values for the P01_Cmb_FrameSize input.
12. Click OK.
13. Repeat steps 9-12 to review the rest of the inputs that display in the grid.
14. In the Options pane, select the Preface w/ Part Number check box.
The smart string now includes the base part number which makes each smart string part unique.
15. Click Save.
16. In the Record Creation Options pane, select the Enable Part Number Creation check box.

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This activates all the check boxes in this pane. If you select this check box, the Epicor application creates a
new part number when a configuration created for the base part is saved (existing functionality). It
automatically links this newly created part number back to the base part number, allowing it to be
reconfigured at any time.
17. In the Record Creation Options pane, select the Prompt User to Confirm New Part check box.
Select this check box to display a Would you like to create a new part number for this configuration?
message during a configuration session, asking you if a new part number should be created.
18. In the Record Creation Options pane, in the Available Methods field, select the Use Smart String as
the new part number option.
Select this option to use the smart string generated during the configuration session as a new part number.
19. Click Save.
20. Navigate to the Detail sheet.
21. In the Target Entities grid, select the Allow Record Creation check box for the following Table Names:
Table Name

Allow Record Creation

Quote Assembly

Select

Quote Detail

Select

Quote

Select

Quote Material

Select

Quote Operation Detail

Select

Quote Operation

Select

This check box specifies if a new part record will be created 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 the selected configuration is saved. You can designate use of Allow Record Creation functionality
for top assembly, as well as subassembly configurators.
22. Click Save.
23. Select the Approved check box.
The Description of Changes window displays.
24. In the Description of Changes window, enter Approved and click OK.
25. Click Save and exit Configurator Entry.

Test the Part Creation


Navigate to Opportunity/Quote Entry.
Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote
1. From the New menu, select New Quote.
2. In the Customer field, enter Dalton and press Tab.

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3. Click Save.
4. Navigate to the Line > Detail sheet.
5. From the New menu, select New Line.
6. In the Part/Rev field, enter PF-XXX (where XXX are your initials) and press Tab.
7. In the Order Quantity field, enter 10.
8. In the Expected Quantity field, enter 10.
9. Click the Configure button.
The Enter Inputs window displays.
10. Select the following picture frame combination:
Input

Value

Frame Type

Aluminum

Frame Size

5x7

Glass Type

Matte

Include Mat

Clear

11. Click Save.


The Would you like to create a new part number for configuration = XXX-PictureFrame part =
PF-XXX? message displays (where XXX are your initials).
12. To the message, click Yes.
13. In the Line > Detail sheet, in the Part/Rev field, review the part number generated by the Epicor application.
14. Click Save and exit Opportunity/Quote Entry.

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Workshop - Create Unit Prices Based on Selected Inputs


Each picture frame type and size you sell has a different unit price. For example, the Vinyl frame is the cheapest
while Mahogany is the most expensive one. In this workshop, set up input based pricing for all three picture
frame types and sizes.
You will set up the following cost values:
Frame Type

Frame Size

Unit Price (USD)

Vinyl

3x5

5.00

Vinyl

5x7

7.00

Aluminum

3x5

7.00

Aluminum

5x7

10.00

Aluminum

8x10

13.00

Mahogany

3x5

9.00

Mahogany

5x7

13.00

Mahogany

8x10

16.00

Note For the purpose of the course, you will create three different expressions, each one covering one
frame type (Vinyl, Aluminum, Mahogany) with three different sizes. However, the Epicor application allows
a user to create one expression only covering all the frame type, frame size, and unit price variations. The
expression syntax would look as follows:
decimal framePrice = 0;
switch (Inputs.P01_Cmb_FrameType.Value)
{
case "Vinyl":
switch (Inputs.P01_Cmb_FrameSize.Value)
{
case "3x5":
framePrice = 5;
break;
case "5x7":
framePrice = 7;
break;
}
break;
case "Aluminum":
switch (Inputs. P01_Cmb_FrameSize.Value)
{
case "3x5":
framePrice = 7;
break;
case "5x7":
framePrice = 10;
break;
case "8x10":
framePrice = 13;
break;
}
break;
case "Mahogany":
switch (Inputs. P01_Cmb_FrameSize.Value)

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{
case "3x5":
framePrice = 9;
break;
case "5x7":
framePrice = 13;
break;
case "8x10":
framePrice = 16;
break;
}
break;
}
return framePrice;
Navigate to Configurator Entry.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry
1. In the Configurator ID field, search for and select the XXX-PictureFrame record (where XXX are your
initials).
2. Clear the Approved check box.
3. From the Actions menu, select Document Variables.
The Document Variables window displays.
4. From the New menu, select New Document Variable.
In the Variable Definitions grid, a new line displays.
5. In the line, select the drop down menu to display all the available definitions.
6. Select the Define Variable as Data Type with Specified constant as initial value definition.
7. Within the selected definition, click on the Variable link.
The Value From String Constant Editor window displays.
8. In the Name field, enter resultFramePrice and click OK.
9. Within the selected definition, click on the Data Type link.
The VarDataTypeEditorForm window displays.
10. In the Data Type field, enter Numeric and click OK.
11. Within the selected definition, click on the Specified link.
The Value From Decimal Constant Editor window displays.
12. In the Decimal Value field, accept the default value of 0.000 and click OK.
13. Click Save and exit the Document Variable window.
14. Navigate to the Document Rules > Detail sheet.
15. From the New menu, select New Document Rule.
16. In the Rule Description field, enter Pricing.

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17. In the Rule Condition field, verify Always execute displays.


18. Click Save.
19. From the New menu, select New Document Rule Action.
In the Action grid, a new line displays.
Important Before you create a new document rule action, verify the Pricing rule is selected in the
tree view. You may have to expand the tree view to display the list of entered document rules.

20. In the line, select the drop down menu to display all the available definitions.
21. Select the Set Specified configurator pricing to Specified expression value rule action.
22. In the selected document rule action, click on the first Specified link.
The Pricing Entity Selection Editor window displays.
23. In the Entity Name field, select Quote and click OK.
24. In the selected document rule action, click on the second Specified link.
The Code Editor displays.
25. In the Editor pane, enter the following expression for the Vinyl frame:
Note As you cannot order Vinyl frames with the 8x10 inch size, as defined in the Workshop - Create
a Dynamic List and Input Settings, the pricing expression for Vinyl does not include the 8x10 size.
switch (Inputs.P01_Cmb_FrameType.Value)
{
case "Vinyl":
switch (Inputs.P01_Cmb_FrameSize.Value)
{
case "3x5":
resultFramePrice = resultFramePrice + 5;
break;
case "5x7":
resultFramePrice = resultFramePrice + 7;
break;
}
break;
}
return resultFramePrice;
26. Select the Check Syntax button.
The Syntax is correct message displays.
27. To the message, click OK.
28. In the Code Editor, click OK to confirm your entry.
29. Click Save.
30. From the New menu, select New Document Rule Action.
In the Action grid, a new line displays.

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Important Before you create a new document rule action, verify the Pricing rule is selected in the
tree view. You may have to expand the tree view to display the list of entered document rules.

31. In the line, select the drop down menu to display all the available definitions.
32. Select the Set Specified configurator pricing to Specified expression value rule action.
33. In the selected document rule action, click on the first Specified link.
The Pricing Entity Selection Editor window displays.
34. In the Entity Name field, select Quote and click OK.
35. In the selected document rule action, click on the second Specified link.
The Code Editor displays.
36. In the Editor pane, enter the following expression for the Aluminum frame:
switch (Inputs.P01_Cmb_FrameType.Value)
{
case "Aluminum":
switch (Inputs.P01_Cmb_FrameSize.Value)
{
case "3x5":
resultFramePrice = resultFramePrice + 7;
break;
case "5x7":
resultFramePrice = resultFramePrice + 10;
break;
case "8x10":
resultFramePrice = resultFramePrice + 13;
break;
}
break;
}
return resultFramePrice;

37. Select the Check Syntax button.


The Syntax is correct message displays.
38. To the message, click OK.
39. In the Code Editor, click OK to confirm your entry.
40. Click Save.
41. Repeat steps 30-40 to add the last pricing expression for the Mahogany frame using the expression below:
switch (Inputs.P01_Cmb_FrameType.Value)
{
case "Mahogany":
switch (Inputs.P01_Cmb_FrameSize.Value)
{
case "3x5":
resultFramePrice = resultFramePrice + 9;
break;
case "5x7":

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resultFramePrice = resultFramePrice + 13;


break;
case "8x10":
resultFramePrice = resultFramePrice + 16;
break;
}
break;
}
return resultFramePrice;
42. Navigate to the Detail sheet.
43. Select the Approved check box.
The Description of Changes window displays.
44. In the Description of Changes window, enter Approved and click OK.
45. Click Save and exit Configurator Entry.

Test the Unit Based Pricing


In this workshop task, use the Opportunity/Quote Entry to test pricing for different frame combinations.
Navigate to Opportunity/Quote Entry.
Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote
1. From the New menu, select New Quote.
2. In the Customer field, enter Dalton and press Tab.
3. Navigate to the Line > Detail sheet.
4. From the New menu, select New Line.
5. In the Part/Rev field, enter PF-XXX (where XXX are your initials) and press Tab.
6. In the Order Quantity field, enter 1.
7. In the Expected Quantity field, enter 1.
8. Click the Configure button.
The Enter Inputs window displays.
9. Select the following frame combination:

62

Input

Value

Frame Type

Vinyl

Frame Size

3x5

Glass Type

Clear

Include Mat

N/A (you cannot use Mat with Vinyl frames)

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10. Click Save.


The Would you like to create a new part number for configuration = XXX-PictureFrame part =
PF-XXX? (where XXX are your initials) message displays.
11. To the message, click Yes.
12. In the Unit Price field, verify 5.00 displays.
The value of five displays because you select Vinyl in the 3x5 size. Based on the entered expression, if you
select Vinyl in 3x5 size then return 5.
13. From the New menu, select New Line.
14. In the Part/Rev field, enter PF-XXX (where XXX are your initials) and press Tab.
15. In the Order Quantity field, enter 1.
16. In the Expected Quantity field, enter 1.
17. Click the Configure button.
The Enter Inputs window displays.
18. Select the following frame combination:
Initial

Value

Frame Type

Vinyl

Frame Size

5x7

Glass Type

Clear

Include Mat

N/A (you cannot use Mat with Vinyl frames)

19. Click Save.


The Would you like to create a new part number for configuration = XXX-PictureFrame part =
PF-XXX? (where XXX are your initials) message displays.
20. To the message, click Yes.
21. In the Unit Price field, verify 7.00 displays.
The value of five displays because you select Vinyl in the 5x7 size. Based on the entered expression, if you
select Vinyl in 5x7 size then return 7.
22. Repeat steps 13-21 to test the following picture frame combinations:
In the Enter Inputs window, you can select Glass Type and Include Mat as desired.
Frame Type

Frame Size

Unit Price (USD)

Aluminum

3x5

7.00

Aluminum

5x7

10.00

Aluminum

8x10

13.00

Mahogany

3x5

9.00

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Frame Type

Frame Size

Unit Price (USD)

Mahogany

5x7

13.00

Mahogany

8x10

16.00

23. Exit Opportunity/Quote Entry.

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Import/Export Configuration
Configurator Entry > Actions Menu > Import/Export Configuration
Use the Import/Export Configuration option on the Actions menu to import a defined configuration from
another database using Import Configuration, or export a defined configuration to another database using
Export Configuration.
These functions allow you to develop and test a product configuration in one database (for example, a training
or test database) before easily copying and deploying it to a live database. Configurations can be copied across
companies or across databases. Each program provides great flexibility in specifying exactly which types of records
associated with the selected configuration (input rules, pricing, part creation parameters) must be imported or
exported. Import Configuration also allows you to specify if the company ID associated with the imported
configuration records must be automatically updated, and if the configuration must be approved once imported.

Export Configuration
Use the Export Configuration to generate an XML file containing information for the current configuration for
export to another database or company.
Note 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.
Important Export Configuration does not export underlying records in tables such as the Part Master,
Operation Master, Resource Group, or Resource Maintenance. 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).

Workshop - Export Configuration


In this workshop, use Configurator Entry to export the configuration created for part PF-XXX (where XXX are
your initials).
Before you begin this workshop, create a new folder on your desktop and name it XXX-PCD (where XXX are
your initials). Use this folder to store the exported configuration.
Navigate to Configurator Entry.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry
1. In the Configurator ID field, search for and select the XXX-PictureFrame record (where XXX are your
initials).
2. From the Actions menu, select Import/Export Configuration > Export Configuration.
The Export Configuration windows displays.
3. Select the Inputs, Method Rules, and Document Rules check boxes.
4. Click the Filename button and search for and select the XXX-PCD folder (where XXX are your initials) that
you created prior to this workshop.
5. In the Filename field, enter XXX-Field Properties (where XXX are your initials) and click Save.
6. Click the Export button.

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This exports the configurator to your XXX-PCD (where XXX are your initials) folder.
The The configuration information has been successfully exported message displays.
7. To the message, click OK.
8. Minimize Configurator Entry.
9. Navigate to your XXX-PCD (where XXX are your initials) folder and view the export file using the Notepad.

Import Configuration
Configurator Entry > Actions Menu > Import/Export Configuration > Import Configuration
Use the Import Configuration command to import the XML configuration file created by Export Configuration.
This allows you to import configuration data developed and tested in another database.
Only unapproved configurations can be imported from another company or another database (these are the
ones for which the Approved check box has been cleared in the Detail sheet. Prior to use of this program, a
configuration XML file must have been created by running Export Configuration in the export database.
Note 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 company
ID associated with the imported configuration records must be automatically updated, and if the
configuration must be approved once imported.
A part number must be the same on import:
Example 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,
and as a result the Configurator B record will include the same configuration.
If you want a new part to use the exported configurator:
Create Part B.
Create a new revision for Part B.
Link the new revision to Configurator A.
Check out the revision to the Engineering Workbench.
In the Engineering Workbench, execute Get Details and select Part A with its revision.
Note If the Configurator ID is the same for both revisions then the rules are copied too.

Check in the revision for Part B.

Workshop - Import Configuration


In this workshop, create a new configurator record and import the configuration you created and exported for
part PF-XXX (where XXX are your initials).
Navigate to Configurator Entry.
Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry
1. Maximize Configurator Entry.

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2. From the New menu, select New Configuration.


3. In the Configurator ID field, enter PF-Prototype-XXX (where XXX are your initials).
4. In the Description field, enter Picture Frame Prototype - XXX (where XXX are your initials).
5. In the Configurator Type field, select Product Configurator.
6. Select the Synchronize Revision Approval check box.
7. Click Save and minimize Configurator Entry.

Link the Configurator


In this workshop task, link the previously created PF-Prototype-XXX (where XXX are your initials) configurator to
the PF-XXX part.
Navigate to Part Maintenance.
Menu Path: Production Management > Engineering > Setup > Part
1. In the Part field, search for and select part PF-XXX (where XXX are your initials).
2. Navigate to the Part > Revisions > Detail sheet.
3. Clear the Approved check box.
4. In the Configurator ID field, search for and select the PF-Prototype-XXX (where XXX are your initials)
configurator.
5. Click Save and exit Part Maintenance.

Import Configuration
In this workshop task, import the previously exported configuration.
1. Maximize Configurator Entry.
2. On the Standard toolbar, click on the Refresh icon.
3. From the Actions menu, select the Import/Export Configuration > Import Configuration command.
The Import Configuration window displays.
4. In the Import Configuration window, select the Inputs, Document Rules, and Method Rules check
boxes.
Accept the Replace default value that displays next to each check box.
5. In the Filename field, use the Browse button to search for and select the XXX-Field Properties xml file
that you saved in the XXX-PCD (where XXX are your initials) folder located on your Desktop.
6. Click the Import button.
The The configurator has been imported successfully. message displays.

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7. To the message, click OK.


8. From the Actions menu, select the Configurator Designer command.
The Configurator Designer displays.
9. Navigate to the Design > Page Designer sheet.
10. Review the page.
Notice the imported configurator is identical to the previously exported XXX-PictureFrame configurator
(where XXX are your initials).
11. Exit the Configurator Designer.
12. Click Save and exit Configurator Entry.

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Conclusion

Conclusion
Congratulations! You have completed the Configurator course.

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Additional information is available at the Education and


Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.