Release Notes: Product Configurator

Release Notes: Product Configurator

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The following release notes contain updates made to Product Configurator. Listed below are the versions and their new features, improvements, and fixes. Please refer to the following information pertaining to your version of Product Configurator. Upgrade to the current version of the application to access new features, improvements, and fixes.

For any questions, please contact Support.

Product Configurator 3.8

Release Date: September 2023

Compatible With:

  • Business Central 20 and newer
  • Insight Works Common 2.11 and newer

Licensing Requirements:

Full User, Essential, Premium (for production orders)

Improvements and Fixes

Improvement or Fix Description
Add Option Choice Comments to Copy Item Category Added the ability to copy Option Choice Comments in the Copy Item Category processing report.
Refactor Run Rule logic in BOM Designer Updated the Run Rule logic in the BOM Designer page to reduce unnecessary calls. The Run Rule logic is triggered for all rules when the default configuration is loaded and only for the specific option when its option choice or quantity is validated.
Add Smart Item No. Configurations to Copy Item Category Added the ability to copy Smart Item No. Configurations in the Copy Item Category processing report.
Test Item Number does not consider hidden Options Updated the logic for the Test Item Number action in the BOM Designer page to consider hidden options.
Default Option Choice weights Updated the logic to default the Net Weight and Gross Weight when adding new Option Choices.
Include sub-configuration weights in parent configuration Updated the logic to include the calculated net and gross weights for sub-configurations in the parent configuration’s totals.
Add Configured Items table and page Added the Configured Item Header table and Configured Items page to provide details of the configured items when they are created and modified by the app.

Product Configurator 3.7

Release Date: April 2023

Compatible With:

  • Business Central 20 and newer
  • Insight Works Common 2.8 and newer

Licensing Requirements:

Full User, Essential, Premium (for production orders)

New Features

New feature Description
Smart item numbers Added the ability to configure smart item numbers to use when creating the configured items. For example, you can include parameters from the configuration’s options and option choices to create smart item numbers.
Option Text in BOM Designer Added the ability to capture free-form text for the option in the BOM Designer page.
Assisted Setup Wizard Added an assisted setup wizard to streamline the initial configuration and registration steps when installing the product.
Add Configuration ID and Configuration Type to Posted Sales Lines Added the Configuration ID and Configuration Type fields from the sales line to the posted sales invoice lines and posted sales shipment lines.

Improvements and Fixes

Improvement or fix Description
Smart item number does not remove comma Fixed issue where the smart item number logic did not remove commas from quantity values. Update included in release 3.7.8535.2.
Item record not set correctly in events Fixed issue where the item record was not set correctly prior to triggering the OnAfterConfiguredItemCreated and OnAfterExistingItemConfigured events. Update included in release 3.7.8518.1.
Option description does not appear in message dialog Fixed issue where the option description did not appear in the message dialog when validating option choice lookup values. Update included in release 3.7.8523.1.
Additional choice does not update option choice lookup Fixed issue where selecting an additional choice did not update the option choice lookup and can result in an error message. Update included in release 3.7.8523.1.
Update unit cost does not check for item ledger entries Fixed issue where updating the unit cost for an existing configured item resulted in an error message when item ledger entries exist. Update included in release 3.7.8529.1.
Production/Assembly Logic Refactoring Updated to create the production and assembly reference data to improve usability and extensibility.
Option Choice Allows Hidden Choices Updated to prevent hidden choices, that do not appear in the Option Choice Lookup dropdown, from being manually entered in the BOM designer and bulk editor pages.
Sales Line Extended Text Not Refreshing Properly Updated to properly refresh the extended text for the sales lines when using the bulk editor page to update configurations.
Configured Item Costs Added the ability to specify unit costs for the category’s option choices and logic to calculate the rolled-up cost for the configured or quoting item.
Save Changes when Updating the Configuration BOM Added the ability to save changes, such as unit price, when updating the configuration BOM. Previously, if the configuration BOM did not result in a new configured item, it would update the configured item’s unit price but would not save the changes in the configuration BOM.
Product Registration Refactoring Updated to check for valid product registration when creating configured and quoting items.
Standard Production BOM and Routing Added the ability to specify a standard production BOM or routing, as set in the data template, to use for all configured items created for the item category.
Delete Quoting Item Production Reference Data Added the ability to delete the quoting item’s production BOM and routing after creating the production order.
More Columns in Bulk Editor Added support for additional option columns, now up to 30 options, in the Bulk Editor page.
Bulk Edit Buffer Table Relations Updated table relations for fields in the bulk edit buffer table to reference the specific field in addition to the table.
Add Display Order to BOM Designer Added the display order field to the BOM Designer page.
Sub-Configured Item Description in Assembly BOM Updated to use the sub-configured item’s description when it is added to the assembly BOM. Previously it used the sub-configuration’s option choice description.
Configured Item Weights Added the ability to specify net and gross weights for the category’s option choices and logic to calculate the rolled-up weights for the configured or quoting item.
Default Update Unit Cost Not Set Properly Updated to properly set the default value for the update unit cost when adding new option choices.
Configurator Item Categories Page Repeater Actions Added the configurator options action to the repeater menu for the configurator Item Categories page.
Configurator Option Subform Page Repeater Actions Added the comments action to the repeater menu for the Configurator Option Subform page.
Add Option Choice Card and Source Card Actions to Option Choice Lookup Added actions to open the option choice card and source card from the configurator Option Choice Lookup page.
Convert Option Choice Type from Option to Enum Updated to convert the option choice type field from an option to an enum.
Replace Number Series Field Replaced the configurator item category number series field with the No. Series field to support up to 20 character lengths.
Prevent Explore All Role Center from User Selection Updated to prevent the explore all role center from being selected and set as the user’s profile.
Consistent Unit Amount Rounding and Formatting Updated to round and format unit amounts, such as the configured item’s price and cost, based on the system settings.
Configurator BOM Table Fields Editable Updated the configurator BOM table fields to be editable for extensibility support. The editable property is set on the required page fields to control what users can edit in Business Central.
Calculate Standard Cost Added the ability to control when the standard cost calculation is performed for the configured item.
Default Update Unit Cost Not Set Properly Updated the logic to properly set the default value for the update unit cost when adding new option choices.

Product Configurator 3.6

Release Date: November 2022

Compatible With:

  • Business Central 19 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential, Premium (for production orders)

New Features

New feature Description
Use filter values for Show Choice and Hide Choice Added the ability to use filter values for the Show Choice and Hide Choice option choice rule actions.
Add Extended Details Page Added the Extended Details page to display all option choices (including child choices) included in the configured item. The page can be accessed from the BOM Designer and BOM Details pages.

Improvements and Fixes

Improvement or fix Description
Prevent Blank Values on Key Fields in Core Tables Updated the core tables to disallow blank values for key fields. This includes the Item Category Code field in the Configurator Item Category table, the Code field in the Configurator Option table, and the Code field in the Configurator Option Choice table.
Option Choices Disallows Blank Numbers When Type is not Text Updated the logic to require the number when the option choice is not set for the Text type.
BOM Designer’s Option Description Acts as the Page Selection Updated the logic in the BOM Designer when in lookup mode where the option description acts as the record selection for the page and can close the page.
Check for Blank Item Number on Sales Line Updated the logic to check for blank item numbers on the sales line when loading the BOM Designer and Bulk Editor.
Check sales Document Status When Loading the BOM Designer and Bulk Editor Updated the logic to check the sales document status when loading the BOM Designer and Bulk Editor from the sales line. If the status is not Open, the user is prompted to continue.
Text Template Variables do not Blank When no Choice is Selected Updated the logic to blank the text template variable when no choice option is selected.
Option Descriptions do not Use Indented Value Updated the logic to not use the indented value for the option description in the text template variables.
Indent configurator options does not set display order Updated the logic in the Indent Options action to set the sort on the display order.
Renaming option code results in warnings Updated the logic in the Configurator Options page when renaming option codes to prevent undesirable warning messages.
Update Configurator Options page caption Updated the page caption for the Configurator Options page to show the item category.
Copy item category does not update target rule ID Updated the logic in the Copy Item Category action to update the Target Rule ID in the rule actions when including rule definitions.
Renaming item category does not update rule category code Updated the logic when renaming the item category to update the rule category code in the rule definitions.

Product Configurator 3.5

Release Date: October 2022

Compatible With:

  • Business Central 19 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential, Premium (for production orders)

New Features

New feature Description
Allow Child Option Choices in Extended Text Updated the extended text functionality to consider child option choices.
Allow Hidden Options in Extended Text Updated the extended text functionality to consider hidden options.
Set Routing Link Code for Sub-Configurations Added the ability to set the routing link code for the sub-configured item (e.g., option choices where type is configuration) when it is added to the configured item’s production BOM.
Add Event After Building Temporary Configurator BOM Added the “OnAfterBuildTempConfiguratorBOM WithItemCategoryCode” event, which is called after building the configuration’s initial temporary configurator BOM.
Add Event Before Configuring the Sub-Configuration Added the “OnBeforeConfigureSubConfigurationWithParentConfiguratorBOM” event, which is called before configuring the parent configuration’s sub-configuration.
Added Event after Creating the Item Description Added the “OnAfterCreateDescriptionTextWithItemCategoryCode AndConfiguratorBOMBuffer” event, which is called after creating the configured’s description text.

Improvements and Fixes

Improvement or fix Description
General Logic Refactoring to Improve Usability and Extensibility Updated the logic in different areas to improve usability and extensibility.
Update Option Choice Lookup for Additional Choices Updated the logic to refresh the option choice lookup when new additional choices are added.
Update Bulk Editor When no Options are set For Visibility Updated the bulk editor to allow the page to open for an existing configured item where its item category has no options set for bulk editor visibility.
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