Product Configurator: Implementation Checklist

No.	Task	Description
1	Enable the Product Configurator feature	On the Enable/Disable Features (CS100000) form, make sure that the Product Configurator feature is enabled under the Manufacturing Suite group of features.
2	Define the numbering sequences for the configuration data	Create numbering sequences for the configuration ID and defaults ID by using the Numbering Sequences (CS201010) form.
3	Specify preferences	Use the Configurator Preferences (AM104000) form. This must be completed before you can use the functionality.
4	Create stock items	Use the Stock Items (IN202500) form to create the items. Once you have built a configuration you will need to select the configuration ID of the active revision. Do the same on the Item Warehouse Details (IN204500) form. Stock items should have a lot or serial class specified,where the lot or serial number is assigned upon receipt to help the system in selecting the proper item to allocate or ship. You can use the sales order number and line as the lot or serial number (such as SO123456/3) because the number is the reference in the production order. Alternatively, you can use the production order number as the lot or serial number because it is referenced in the sales order line.
5	Create bills of material for configured items	The bill of material defines the manufacturing process and fixed materials for each configured stock item. Use the Bill of Material (AM208000) form to create the bill. The bill need to have a least one operation in order to attach the selected inventory items to the configuration. A fixed material is one always used to build the configured item.
6	Define the attributes you will use in configurations	Attributes are optional are used to capture the data entered. When you add an attribute to a configuration definition you assign each a variable that can be used for formulas. The configurator uses the same attributes used elsewhere in MYOB Acumatica. Create the data using the Attributes (CS205000) form.
7	Define the features and their options you will use for your configured items.	Defined the features and options on the Features (AM203500) form. Features can be used in multiple configurations. The options are inventory items available for each feature as well as non-inventory items used for calculations,
8	Build and test the configuration	You use the Configuration Maintenance (AM207500) from to define configurations. You add features, modify the list of options as required, add attributes, pricing rules, and add rules. Once built, you can test the configuration directly from the form. When your satisfied, you make the configuration and its revision active and add the configuration ID on the Stock Items and Item Warehouse Details forms.
10	Configure the Order Types	You must select the Allow Configuration Entry and Allow Production Orders check boxes for a sales order type on the Order Types (SO201000) form for which you will use the product configurator and create production orders. For information on printing the configuration options selected on sales order forms, see Product Configurator: Adding Configuration Data to Forms.
11	Configure the CRM Preferences	On the Customer Management Preferences (CR101000) form, select the Allow Configuration Entry check box for opportunities. For information on printing the estimate details in CRM quotes, see Estimating: Modifying the Opportunity Quote Form to Include Estimates.

1

Enable the Product Configurator feature

On the Enable/Disable Features (CS100000) form, make sure that the Product Configurator feature is enabled under the Manufacturing Suite group of features.

2

Define the numbering sequences for the configuration data

Create numbering sequences for the configuration ID and defaults ID by using the Numbering Sequences (CS201010) form.

3

Specify preferences

Use the Configurator Preferences (AM104000) form. This must be completed before you can use the functionality.

4

Create stock items

Use the Stock Items (IN202500) form to create the items. Once you have built a configuration you will need to select the configuration ID of the active revision. Do the same on the Item Warehouse Details (IN204500) form. Stock items should have a lot or serial class specified,where the lot or serial number is assigned upon receipt to help the system in selecting the proper item to allocate or ship. You can use the sales order number and line as the lot or serial number (such as SO123456/3) because the number is the reference in the production order. Alternatively, you can use the production order number as the lot or serial number because it is referenced in the sales order line.

5

Create bills of material for configured items

The bill of material defines the manufacturing process and fixed materials for each configured stock item. Use the Bill of Material (AM208000) form to create the bill. The bill need to have a least one operation in order to attach the selected inventory items to the configuration. A fixed material is one always used to build the configured item.

6

Define the attributes you will use in configurations

Attributes are optional are used to capture the data entered. When you add an attribute to a configuration definition you assign each a variable that can be used for formulas. The configurator uses the same attributes used elsewhere in MYOB Acumatica. Create the data using the Attributes (CS205000) form.

7

Define the features and their options you will use for your configured items.

Defined the features and options on the Features (AM203500) form. Features can be used in multiple configurations. The options are inventory items available for each feature as well as non-inventory items used for calculations,

8

Build and test the configuration

You use the Configuration Maintenance (AM207500) from to define configurations. You add features, modify the list of options as required, add attributes, pricing rules, and add rules. Once built, you can test the configuration directly from the form. When your satisfied, you make the configuration and its revision active and add the configuration ID on the Stock Items and Item Warehouse Details forms.

10

Configure the Order Types

You must select the Allow Configuration Entry and Allow Production Orders check boxes for a sales order type on the Order Types (SO201000) form for which you will use the product configurator and create production orders. For information on printing the configuration options selected on sales order forms, see Product Configurator: Adding Configuration Data to Forms.

11

Configure the CRM Preferences

On the Customer Management Preferences (CR101000) form, select the Allow Configuration Entry check box for opportunities. For information on printing the estimate details in CRM quotes, see Estimating: Modifying the Opportunity Quote Form to Include Estimates.