Configuration Search

As a Sales Order Processor
I want to use the guided flow to specify a customer's product requirements attribute by attribute
So that I am prompted through each required attribute in the correct order and cannot miss mandatory values

Setup:

1. Open Configurator Setup and enable Use guided flow.
2. Open a Sales Order and add a line with the configurable item number.
3. On the sales line, go to Configurator → Configuration (Shift+Ctrl+K).
4. The guided flow opens. For each attribute (Configuration Code), select or enter the customer's required value and proceed to the next step.
5. When all attributes are entered, click Search Match. The match list shows the closest fitting items or BOMs.
6. Select the match and click Select Match to confirm the configuration on the sales line.

As a Sales Order Processor
I want to open the full configuration screen and fill in all attribute values at once
So that I can work faster when I already know all the values the customer requires

Setup:

1. Open Configurator Setup and disable Use guided flow.
2. Open a Sales Quote or Sales Order and add a line with the configurable item number.
3. On the sales line, go to Configurator → Configuration (Shift+Ctrl+K).
4. The configuration screen opens showing all Configuration Codes in the search subform. Enter values for each relevant attribute directly.
5. Click Search Match. Review and select the match in the match subform.

As a Sales Order Processor
I want to copy the configuration from a previous sales order line as a starting point
So that I do not have to re-enter all attribute values for repeat or similar orders

Setup:

1. Open a Sales Order and add a new configurable line.
2. Open the configuration screen via Configurator → Configuration.
3. In the Prefill Entry section, set Get From Type to the document type of the source order (e.g. Order), enter the Document No. and Line No. of the previously configured line.
4. The configuration values from that line are loaded into the search criteria subform.
5. Adjust any values that differ for the new order, then click Search Match.

Note: The Prefill Entry section is visible on the configuration screen only when the relevant Show Entry Info toggles are enabled in Configurator Setup for the current document type (Sales Quote or Sales Order).

As a Sales Order Processor
I want to start the configuration from the attribute values already registered on a specific item
So that I can use a known item as a baseline and only adjust the values that differ

Setup:

1. Open the configuration screen on a sales line.
2. In the Prefill Item section, enter the Item No. of the item whose attributes you want to use as the starting point.
3. The system loads the item's specification values into the search subform.
4. Adjust any attributes as needed, then click Search Match.

Note: The Prefill Item section is only visible when Show Item Info is enabled in Configurator Setup for the relevant document type.

As a Sales Order Processor
I want to start the configuration from a predefined template
So that I have a standard set of attribute values as a starting point for common product types

Setup:

1. Ensure a Configuration Template has been created in Master Data Information and assigned to the relevant item type via Type Information Template.
2. Open the configuration screen on a sales line.
3. In the Prefill Item section, select the Template Code from the lookup.
4. The template's attribute values are loaded into the search subform.
5. Adjust any values specific to this customer's order, then click Search Match.

Note: The Prefill Template section is only visible when Show Template Info is enabled in Configurator Setup for the relevant document type.

As a Sales Order Processor
I want to see how closely each matched item or BOM fits the customer's requirements
So that I can make an informed decision about which item to select, or whether to adjust the configuration

Setup:

1. After entering configuration values on a sales line and clicking Search Match, the match subform populates.
2. Each row shows the matched document (item/BOM), its deviation count, and any mismatches.
3. Click Show Match on a row to see the full breakdown of which attributes match exactly and which deviate.
4. Select the most appropriate match and click Select Match to confirm it.

Note: A deviation indicates that the matched item's attribute value differs from what was searched for (e.g. an interval value that partially overlaps). A mismatch indicates a more significant conflict. Fewer deviations = better fit.

As a Sales Order Processor
I want to configure lines on a sales quote and have the configuration carry over automatically when the quote is converted to an order
So that I do not need to re-enter configuration values when a quote is accepted

Setup:

1. Open a Sales Quote, add a configurable line, and complete the configuration as normal.
2. When the customer accepts the quote, use the standard BC Make Order action to convert the quote to a sales order.
3. The configuration entries (attribute values and matched item) are automatically transferred to the new sales order line.

As a Sales Order Processor
I want to review the configuration values that were saved on a specific sales line
So that I can verify or communicate what was configured for a customer

Setup:

1. Open the Sales Order or Sales Quote containing the configured line.
2. Select the line and go to Configurator → Configuration (Shift+Ctrl+K).
3. The Configuration Entry screen opens, showing all attribute codes and values saved on that line.

As a IT Manager
I want to control which sections (source document info, entry info, item info, template info) appear on the configuration screen for each document type
So that users only see the prefill options that are relevant to our workflow

Setup:

1. Open Configurator Setup.
2. Under the Sales group, toggle the relevant Show [section] On Sales Quote/Order fields to enable or disable each prefill section per document type.
3. Save. The configuration screen will now only show the sections that are enabled for each document type.

As a Business Manager
I want to assign a Configuration Template to an item so the configurator knows which attributes to ask for
So that sales staff are always prompted for the correct attributes when configuring that item

Setup:

1. Open the Item Card for the configurable item.
2. Go to Configurator → Configuration Template.
3. The Type Information Template list opens. Add a line linking the item to the relevant Template Code.
4. Save. The template's Information Codes will now appear in the configuration search screen whenever this item is used on a sales line.

As a Business Manager
I want to register the attribute values that describe an item on its item card
So that the configurator can match sales line requirements against the item's known attributes

Setup:

1. Open the Item Card for the item to be made configurable.
2. Go to Master Data Information (from the MDI app) and add Specification entries for the item — one row per Information Code, specifying the value, interval (min/max), or filter that describes this item's attribute.
3. Repeat for each configurable item in your product range.
4. When a sales line is searched with matching criteria, this item will appear as a candidate in the match results.

As a Sales Manager
I want to register a customer's standard configuration preferences on the customer card
So that sales staff can pre-fill orders for that customer from their registered preferences

Setup:

1. Open the Customer Card for the relevant customer.
2. Go to Configurator → Information Template.
3. Assign the relevant template or attribute values to the customer record.
4. When creating a sales order for this customer, use the Prefill Entry or Prefill Item section on the configuration screen to load the customer's preferences.

As a Business Manager
I want to trigger a recalculation of the configuration control for an item after its specifications have been updated
So that the Information Control table reflects the latest attribute data

Setup:

1. Open the Item Card for the item whose specifications have changed.
2. Go to Configurator → Recalculate Configuration.
3. The system recalculates and updates the Information Control entries for this item.
4. Optionally, use Configurator → Control Configuration to view the resulting control records and verify the update.

As a Business Manager
I want to see a full list of which attribute requirements an item satisfies and which are missing
So that I can identify gaps in the item master data before processing customer orders

Setup:

1. Open the Item Card.
2. Go to Configurator → Control Configuration.
3. The Information Control page opens showing all attributes in context: status can be Entered, Missing, or Not Required.
4. Use Hide "Not required" to focus on the attributes that are entered or missing.

As a Sales Manager
I want to see a list of all sales lines where the configuration has mismatches or conflicts
So that I can proactively identify and resolve configuration issues before delivery

Setup:

1. Open Configuration Mismatches from the Sales Configurator menu or search.
2. The page lists all lines where the matching engine detected conflicts or deviations.
3. Drill into individual lines to review and correct the configuration values.