Product Configurator Item Category

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Product Configurator Item Category

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Product Configurator Item Categories

The Configurator Item Category page is the primary page for setting up the Product Configurator. Each entry on this page represents a category of item that can be configured. For each category, configure Options and Option Choices.

Options are the configuration options you can select choices for.

Copy Product Configurator Item Category

The Copy Configurator Item Category report allows you to copy the configuration from one Item Category to another. This copies the Product Configurator item category, options, choices, and choice combinations to the item category you specify.

Product Configurator Item Category Table

The following table contains the configuration for the various item categories you can create configurations for.

Option Description
Base Routing No. Required only for Production BOM-type configurations. This field specifies the base routing to use for this configuration. The routing specified here is copied to an item-specific routing when the configuration is created. If you prefer to use a generic routing per configuration, leave this field blank and add the Routing No. to the Data Template field.
BOM Type The Configurator can create Assembly BOMs and Production BOMs. This field defines the type of BOM created for the specific Item Category Code field.
Choices Routing No. This references a routing that holds any optional operations you want to allow users to select when configuring the item. If an operation from this routing is selected during configuration, it is copied to the item-specific version of the Base Routing No. field.
Configured Item Type Specifies whether the configured item results in a new item or existing item when set to Item or a quoting item when set to Quoting Item.
Data Template The Data Template references a NAV Data Template that defines default values for the item that is created for the selected Item Category Code field. After the item is created, the template is applied to assign the default values defined in the template. At the minimum, the Data Template must define:

  • Base Unit of Measure
  • Replenishment System (Assembly or Prod. Order)
  • Routing No. (for Production BOM-type items, assuming routings are used in production)
Description The description of the selected Item Category Code field.
Dimension Set ID Used internally by the system to track the global dimensions to be applied to the created item.
Item Category Code Links to the item categories defined for NAV items. Each item category can have options and option choices defined to allow creation of a new configuration. Add an entry for each item category you wish to configure.
Item Description Template Specifies the template to use when creating the item description. If blank, the Item Category Code field description is used. You can use replaceable parameters or text template variables to create the item description. These parameters take the form {OPTION.Property}, where OPTION is the option code defined in the Configurator Option table and Property is one of the text template variables. See the Text Template Variables page for the property names that can be used.

For example, the item description template Table: {LENGTH.Quantity} FT, {FINISH.Desc} {DRAWER.ItemDesc} could result in the item description “Table: 6 FT, Oak with drawers”.

Linked Sales Field Name Displays the Sales Line field that is linked to the Bulk Configuration Editor.
Linked Sales Field No. The Sales Line field number that is linked to the Bulk Configuration Editor.
Number Series Items for the selected Item Category Code field are created using the number series defined here.
Quoting Item No. Specifies the base item number used when configuring the quoting item.
User Selectable Indicates whether this item category can be selected in the Configurator BOM Designer page.
Default Sales Quantity Specifies the default quantity for the configured item when it is added to the sales line.
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