Table of Contents

Start Configurator

The Product Configurator can be started from several places in Business Central. The entry point depends on the business process context. Each entry point opens the same configurator wizard, but the result is linked back to the originating document or record.

From a Sales Order Line

This is the most common way to start the configurator.

  1. Choose the Search icon, enter Sales Orders, and then choose the related link.
  2. Open or create a Sales Order.
  3. On the Lines FastTab, enter a configurator item in the No. field.
  4. The system displays a notification that the item requires configuration.
  5. Choose the notification action to open the configurator.
  6. Enter the required dimensions (Length, Width, Height) and property values.
  7. Review each step using the footer bar actions and choose Finish to complete.

After finishing, the system creates an Item Variant and assigns it to the sales line along with the generated Production BOM.

Note

If the sales line already has a production order linked to it, the configurator opens in read-only mode.

From a Production Order

  1. Choose the Search icon, enter Production Orders, and then choose the related link.
  2. Open the Production Order for the configurator item.
  3. Choose the Configure action to open the configurator.
  4. Review or adjust the configuration and choose Finish.

The updated configuration is applied to the production order, and the Production BOM is regenerated.

Note

For finished production orders, the configurator opens in read-only mode and no changes can be saved.

From the Item Card

Use this method to run a test configuration without creating a document.

  1. Choose the Search icon, enter Items, and then choose the related link.
  2. Open the Item Card for a configurator item.
  3. Choose the Configure action.
  4. The configurator opens and allows you to enter dimensions and property values.
  5. Upon finishing, the system creates a new Item Variant with the configured Production BOM.

This is useful for validating BOM Calculation Template setup before using the item in a sales process.

From a Transfer Order Line

  1. Choose the Search icon, enter Transfer Orders, and then choose the related link.
  2. Open or create a Transfer Order.
  3. On the Lines FastTab, enter a configurator item in the No. field.
  4. A notification appears prompting configuration.
  5. Open the configurator, enter the required values, and choose Finish.

The configuration result is linked to the transfer order line.

From an Item Variant (Reconfiguration)

Existing Item Variants can be reconfigured to update their Production BOM.

  1. Choose the Search icon, enter Items, and then choose the related link.
  2. Open the Item Card and navigate to the Item Variants list.
  3. Select the variant to reconfigure and choose the Configure action.
  4. The configurator opens with the existing configuration values pre-filled.
  5. Adjust the values as needed and choose Finish.
Warning

Reconfiguration requires the Allow Variant Reconfiguration permission in the User Setup. The variant must not be currently in use on a Production BOM.

What Happens After Configuration

Regardless of the entry point, the configurator performs these steps upon completion:

  1. Evaluates all formulas in the BOM Calculation Template using the entered dimensions and properties.
  2. Creates or updates an Item Variant with a unique code from the variant number series.
  3. Generates a Production BOM with the calculated material lines.
  4. Generates a Routing (if a Routing Template is linked) with the calculated operation steps.
  5. Links the result back to the source document or record.

See Also