Product Configurator Overview
The Product Configurator is a powerful tool for defining and calculating dynamic product structures in Microsoft Dynamics 365 Business Central. Using BOM Calculation Templates, properties, variables, and expression-based formulas, the configurator generates Production BOMs, Routings, and Item Variants based on customer-specific dimensions.
- Choose the
icon, enter BOM Calculation Template List, and then choose the related link.
General — Product Configurator
| To | Go to |
|---|---|
| Understand the basics and advantages of the Product Configurator | Basics and Advantages |
| Set up Configurator Layouts to control visible tabs and sections | Layout |
| Create and use Configurator Items linked to BOM Calculation Templates | Configurator Item |
| Discover all ways to start the Configurator | Start Configurator |
Create and Maintain BOM Calculation Templates
| To | Go to |
|---|---|
| Create a BOM Calculation Template with lines and formulas | Create a BOM Calculation Template |
| Define properties as configuration input parameters | Properties |
| Manage global property lists | Properties — List |
| Organize properties into categories | Properties — Category |
| Use variables in BOM calculations | Variables |
| Work with matrices for multi-dimensional data | Matrix |
| Reference a Routing Template in the BOM Calculation Template | Routing Template |
| Manage template versions | Versions / Create New Version |
| Create items from the BOM Calculation Template | Create Item |
| Run a test calculation to verify formulas | Test Calculation |
Additional Features in the BOM Calculation Template
| To | Go to |
|---|---|
| Attach drawings to templates | Drawings |
| Add additional packing material | Additional Packing Material |
| Define production text for manufacturing instructions | Production Text |
| Set restrictions on input values | Restrictions |
| Control user permissions for the configurator | Configuration Permissions |
Administration of BOM Calculation Templates
| To | Go to |
|---|---|
| Copy BOM Calculation Templates between companies or templates | Copy BOM Calculation Template |
| View which Item Variants use a template | Usage in Variants |
| Import and export templates as files | Import and Export |
Production BOM
| To | Go to |
|---|---|
| Understand the basics of Production BOMs | Basics and Use |
| Create and manage Production BOM versions | Creation and Versions |
Routing
| To | Go to |
|---|---|
| Learn about Routing basics and use | Basics and Use |
| Create and manage Routings | Creation and Versions |