Sales Configurator

Overview

Sales Configurator enables companies to sell and produce configurable items in Microsoft Dynamics 365 Business Central without an explosion of master data. Instead of maintaining separate items for every product variant, users define configuration attributes on sales lines and let the app automatically build the correct supply order hierarchy — production orders, purchase orders, and assembly orders — with intelligent BOM substitution based on configuration criteria. The app also supports sales price calculation through the hierarchy, allowing cost and profit margins to roll up from components to the finished goods sales price.

When is this App used

Users work with Sales Configurator whenever they need to:

Sell configurable products — enter configuration attributes directly on sales quote or sales order lines instead of creating a unique item for every variant.
Generate supply order hierarchies — automatically create and link production orders, assembly orders, and purchase orders from a single sales line, cascading through the full BOM structure.
Calculate sales prices from cost — roll up component costs, routing costs, overhead, and profit margins through the hierarchy to arrive at a unit price on the sales line.
Control configuration consistency — validate that configuration attributes are complete and consistent across items and BOMs, and resolve conflicts when mismatches occur.
Track orders across the hierarchy — view and navigate the full tree of linked supply orders spawned from a sales line.

Who are typical users

Role	How they use the app
Sales Order Processor	Enters configuration attributes on sales quotes/orders, triggers supply order creation, and updates sales prices.
Production Planner	Reviews and manages the production order hierarchy, handles orders in hierarchy (create, refresh, replan, delete).
Product Engineer / Item Manager	Sets up configuration templates, information codes, filter combinations, and marks items for hierarchy inclusion.
Finance / Pricing Analyst	Configures profit percentages, cost roll-up principles, and sales price calculation methods.
Administrator	Manages the Configurator Setup, feature toggles, and permission sets.

Accessing the App

Method	Details
Search	The Configurator Setup page is searchable via the Business Central search bar (Administration category).
Search	The Configurator Profit Pct. page is searchable (Administration category).
Search	The Sales Order Lines List page is searchable (Tasks category).
Assisted Setup	The installation wizard (Abakion Sales Configurator) guides first-time activation and trial.
From Sales Documents	Configuration actions appear directly on the Sales Order, Sales Quote, and their subform lines.
From Item Card	Configuration, templates, and hierarchy marking are available on the Item Card.
From Production Orders	Hierarchy actions and reference numbers appear on Simulated, Planned, Firm Planned, Released, and Finished Production Order pages.
From Assembly Orders	Hierarchy and pricing actions appear on the Assembly Order page.
From Purchase Orders/Quotes	The Reference No. field appears on Purchase Order and Purchase Quote pages.
From Production BOM	Configuration management actions appear on the Production BOM page.
From Planning Worksheet	Action message management actions appear on the Planning Worksheet.

App Pages & Components

Configurator Setup

Caption: Configurator Setup
Type: Card (Administration)

This is the central setup page for the app. It controls which information panels are visible on sales documents and production orders, and how prices and costs are calculated.

Fields

Sales

These toggles control which informational factboxes are shown on Sales Quote and Sales Order pages.

Field	Purpose	Key Information
Use guided flow	Enables step-by-step configuration flow for sales lines	When enabled, the app guides users through configuration entry
Show Source Document Info On Sales Quote	Shows source document details on sales quotes	Toggle on/off per document type
Show Source Document Info On Sales Order	Shows source document details on sales orders	Toggle on/off per document type
Show Entry Info On Sales Quote / Order	Shows configuration entry info panel	Toggle on/off per document type
Show Item Info On Sales Quote / Order	Shows item information panel	Toggle on/off per document type
Show Template Info On Sales Quote / Order	Shows template information panel	Toggle on/off per document type

Manufacturing

These toggles control which informational factboxes appear on production orders at each status level (Simulated, Planned, Firm Planned, Released, Finished).

Field	Purpose	Key Information
Show Source Document Info On [status] PO	Shows source document details on production orders	One toggle per production order status
Show Entry Info On [status] PO	Shows configuration entry info on production orders	One toggle per production order status
Show Item Info On [status] PO	Shows item info on production orders	One toggle per production order status
Show Template Info On [status] PO	Shows template info on production orders	One toggle per production order status
Production Order Ref. Nos.	Number series for reference numbers assigned to production orders in the hierarchy	Links to No. Series table
Only show top level Prod. Lines on Sales Documents	Filters production order component/routing parts on sales documents to top level only	Reduces visual clutter on sales documents
Length Caption / Width Caption / Depth Caption	Custom captions for physical dimension fields on components	Overrides default field captions across the app

Price Calculation (visible when Sales Price Calculation feature is enabled)

Field	Purpose	Key Information
Default Sales Price Calc. Method	How sales prices are calculated	Options: Through Hierarchy (rolls up from components) or Use Current Line
Get Purchase Cost From	Source for purchase line costs	Options: According to Costing Method or Always from Purchase Line Unit Cost
Get Component Cost From	Source for component costs	Options: Item Unit Cost or Purchase Prices
Default Profit %	Default profit margin applied to cost calculations	Decimal (0–5 decimal places)
Cost Roll Up Principle	How costs aggregate through the hierarchy	Options: Rolled Up or Single Level

Actions

Action	What it does	When to use
Abakion Feature Management	Opens the feature management page for the app	To enable/disable optional features like Sales Price Calculation

Sales Order / Sales Quote Subform (Extensions)

Sales Configurator adds a dedicated Configurator action group to the sales line subform on both Sales Order and Sales Quote pages. These are the primary actions users interact with daily.

Actions

Action	What it does	Shortcut	Prerequisites
Configuration	Opens the configuration entry for the selected sales line	Shift+Ctrl+K	Line must have an item
Create Supply Order	Creates the full supply order hierarchy (production, purchase, assembly orders) from the sales line	Shift+Ctrl+P	Item must be marked Include in Hierarchy
Delete Supply Order	Deletes all supply orders linked to the sales line	—	Supply orders must exist
Open Supply Order	Opens the top-level supply order linked to the sales line	Shift+Ctrl+O	Supply order must exist
Orders in hierarchy	Calculates and displays the full order hierarchy tree	—	Supply orders must exist
Show Order Hierarchy	Opens a visual hierarchy view of all linked orders	—	Supply orders must exist
Get Expected Standard Cost	Calculates the expected standard cost through the hierarchy	—	Supply orders must exist
Update Sales Price	Calculates and updates the unit price on the sales line based on cost roll-up and profit margins	Shift+Ctrl+U	Sales Price Calculation feature enabled
Insert BOM Line	Inserts a BOM component line into the linked production order	—	Production order must exist
Insert Routing line	Inserts a routing line into the linked production order	—	Production order must exist

Fields Added to Sales Lines

Field	Purpose	Key Information
Include in Hierarchy	Indicates the item on this line participates in hierarchy creation	Read-only indicator
Prod. Order Exist	Indicates a production order is linked to this line	Read-only indicator
Profit %	Profit margin for this line's price calculation	Editable; 0–99.99999%
Component Profit %	Profit margin applied to components	Editable; visible with price calculation feature
Routing Profit %	Profit margin applied to routing operations	Editable; visible with price calculation feature
Component Cost	Calculated component cost	Hidden by default
Routing Cost	Calculated routing cost	Hidden by default
Overhead Rate	Calculated overhead	Hidden by default
Indirect Cost	Calculated indirect cost	Hidden by default

Item Card (Extension)

Sales Configurator adds configuration management to the Item Card.

Fields

Field	Purpose	Key Information
Include in Hierarchy	Marks this item as eligible for automatic supply order hierarchy creation	Must be enabled for the item to participate in configurator workflows

Actions

Action	What it does	When to use
Configuration	Opens the configuration attribute setup for this item	To define or view configuration codes and values
Recalculate Configuration	Recalculates configuration specificity and resolves conflicts	After changing BOM structure or configuration rules
Configuration Template	Opens the Item Information Template list	To assign configuration templates to the item
Control Configuration	Runs the configuration control check and displays missing/conflicting entries	To validate configuration completeness
Configuration Criterias	Opens configuration criteria for the item	To define which configuration codes apply
Mark Items in Hierarchy	Recursively marks all BOM sub-items as Include in Hierarchy	When setting up a new configurable item with a deep BOM

Production BOM (Extension)

Configuration actions are available on the Production BOM page for managing configuration attributes at the BOM level.

Actions

Action	What it does	When to use
Configuration	Opens the configuration attribute setup for this BOM	To define BOM-level configuration codes and values
Recalculate Configuration	Recalculates configuration specificity	After changes to BOM lines or configuration rules
Configuration Template	Opens the Item Information Template list	To manage templates linked to this BOM
Control Configuration	Runs validation and shows missing/conflicting entries	To check BOM configuration completeness
Search Line Configuration	Searches configurations across BOM lines	To find which BOM lines have specific configurations

Production Orders (Extensions)

Sales Configurator extends all production order pages (Simulated, Planned, Firm Planned, Released, Finished) with hierarchy management.

Fields Added

Field	Purpose	Key Information
Reference No.	Unique identifier linking this production order to the sales line hierarchy	Auto-assigned from number series; supports AssistEdit
Customer Name	Customer from the originating sales order	Read-only; visible on released production orders

Actions (on Production Order pages)

Action	What it does	When to use
Handle Orders in Hierarchy	Opens menu: Create/Refresh, Refresh only, Replan, or Delete the order hierarchy below this order	To manage the supply chain below a production order
Show Order Hierarchy	Displays the hierarchy tree from this order downward	To visualize the supply chain
Show Order Hierarchy from the top	Displays the full hierarchy tree starting from the top-level item	To see the complete picture

Fields Added to Prod. Order Components

Field	Purpose	Key Information
Manual Cost	Override cost for this component	Editable; visible with price calculation feature
Cost Price per	Calculated cost price per unit	Visible with price calculation feature
Markup Factor	Markup multiplier	Editable; visible with price calculation feature
Profit %	Profit margin for this component	Editable; visible with price calculation feature
Sales Price per	Calculated sales price per unit	Visible with price calculation feature

Actions on Prod. Order Components

Action	What it does	When to use
Handle Orders in Hierarchy	Manages sub-hierarchy from this component	To create/refresh orders for a specific component
Show Order Hierarchy / from the top	Displays hierarchy from this component or top	To navigate the hierarchy
Get Sales Price to this level	Calculates sales price rolled up to this production order level	To review pricing at intermediate levels
Update Sales Price on Sales Line	Pushes the calculated price back to the originating sales line	To finalize pricing after cost review

Assembly Order (Extension)

Similar to production orders, the Assembly Order page gains hierarchy and pricing capabilities.

Fields & Actions

Field	Purpose
Reference No.	Links the assembly order to the sales hierarchy
Cost Price per / Markup Factor / Profit % / Sales Price per	Pricing fields (visible with price calculation feature)

Action	What it does
Handle Orders in Hierarchy	Manages the hierarchy below this assembly order
Show Order Hierarchy / from the top	Displays hierarchy views
Mark Items in Hierarchy	Marks sub-items for hierarchy inclusion
Get Sales Price to this level	Calculates rolled-up price to this level

Purchase Order / Purchase Quote (Extensions)

Field	Purpose	Key Information
Reference No.	Links this purchase document to the supply order hierarchy	Read-only; assigned during hierarchy creation

Orders in Hierarchy

Caption: Orders in Hierarchy
Type: List (read-only)

Displays the full tree of supply orders linked to a sales line, with indentation showing parent-child relationships.

Fields

Field	Purpose	Key Information
Replenishment System	Type of supply order (Purchase, Prod. Order, Assembly)	Used as indentation control
Order No.	The supply order number	—
Order Status	Current status of the supply order	Calculated from the linked document
Order Description	Description of the order	—
Source No.	Source item number	—
Item No. / Item Description	The item being produced or purchased	—
Component	Whether this is a component line	Can be toggled visible/hidden
Location Code	Warehouse location	—
Quantity / Due Date	Order quantity and due date	—
Subcontractor	Subcontractor for routing operations	Can be toggled visible/hidden
Purchase Document No. / Vendor No.	Purchase details for purchase-type lines	—
Operation No. / Ending Date	Routing operation details	—
Reference No.	Hierarchy reference number	Links all orders in the chain
Variant Code / Unit of Measure Code / Bin Code	Additional logistics fields	—

Actions

Action	What it does	When to use
Show Document	Opens the actual supply order document (Production Order, Purchase Order, or Assembly Order)	To navigate from the hierarchy view to the source document
Show/Hide Components	Toggles visibility of component and subcontractor lines	To simplify or expand the hierarchy view

Prefill Template

Caption: Prefill Template
Type: Card

Used to search for and prefill configuration entries from existing items, templates, or previous documents.

Fields

Prefill Item (conditional)

Field	Purpose
Item No.	Item to copy configuration from
Item Description	Description of the source item

Prefill Template (conditional)

Field	Purpose
Template Code	Configuration template to apply
Template Description	Description of the template

Prefill Entry (conditional)

Field	Purpose
Get Type / Get Status / Get Document No. / Get Line No.	Identifies a previous document line to copy configuration from

Related Document (conditional)

Field	Purpose
Type / Document No. / Status / Line No.	The target document receiving the configuration

Subforms

Search Criteria and Configuration — displays the configuration codes and values being searched/applied.
Match — shows matching configuration entries found.

Actions

Action	What it does	When to use
Search Match	Searches for matching configuration entries based on the selected criteria	To find and apply existing configurations

Configuration Entry

Caption: Configuration Entry
Type: List

Displays all configuration attribute entries for a given document line, showing the configuration codes, values, and their sources.

Fields

Field	Purpose	Key Information
Type	Source document table	Conditionally visible
Document No.	Source document number	Conditionally visible
Status	Document status	Conditionally visible
Line No.	Document line number	Conditionally visible
Customer Demand	Customer-specific demand reference	—
Item No.	The configured item	—
Configuration Code	The configuration attribute code	e.g., Color, Size, Material
Configuration Value	The selected value for this code	e.g., Red, Large, Steel
From Type / From No.	Where this configuration originated	Inherited from item, BOM, or template
Value	Numeric or text value	—
Description	Description of the configuration entry	—
Specificity	How specific this entry is in the hierarchy	Used for conflict resolution
Print Description	Description printed on documents	—

Configuration Mismatches

Caption: Configuration Mismatches
Type: List (read-only)

Displays mismatches between expected and found configuration values during validation, helping users identify and resolve configuration conflicts. Shows side-by-side comparison of expected vs. found values for Configuration Code, Configuration Value, Value, Min. Value, Max. Value, plus the source (From Type/No.) and Specificity of each entry.

Configuration Conflict Actions

Caption: Configuration Conflict Actions
Type: List

When configuration conflicts are detected, this page allows users to decide how to resolve each conflict.

Fields

Field	Purpose
Item No.	The item with the conflict
Action Description	Description of the conflict
Action	The chosen resolution: Replace, Create New, or Keep
Template Code / Configuration Code / Configuration Value / Value	The conflicting configuration details

Actions

Action	What it does	When to use
Replace all	Sets all conflict actions to Replace	To overwrite all existing values with new ones
Create New for all	Sets all conflict actions to Create New	To keep existing values and create new entries
Keep all	Sets all conflict actions to Keep	To keep all existing values unchanged

Configuration Filter Combination

Caption: Configuration Filter Combination
Type: List

Defines which configuration filter values apply to which items, creating the rules for BOM line substitution.

Fields

Field	Purpose	Key Information
Configuration Code	The configuration attribute	Links to Information Code table
Configuration Filter	The filter criterion	Links to Configuration Filter table
Filter Value	The specific filter value	Links to Configuration Filter Value table
Item No.	The item this combination applies to	Links to Item table

Configuration Filter Value

Caption: Configuration Filter Value
Type: List

Defines the available filter values for a configuration code.

Fields

Field	Purpose
Configuration Code	The parent configuration attribute
Filter Value	The filter value code
Filter Description	User-friendly description of the filter value
Item No.	The item this filter value applies to

Configurator Profit Pct.

Caption: Configurator Profit Pct.
Type: List (Administration)

Defines profit percentages and sales price calculation methods per item, work center, or machine center — overriding the default from Configurator Setup.

Fields

Field	Purpose	Key Information
Type	The entity type	Options: Item, Work Center, Machine Center
No.	The entity number	Lookup based on type
Profit %	Profit margin for this entity	Decimal, 0–5 decimal places
Sales Price Calc. Method	Price calculation method override	Options: Through Hierarchy, Use Current Line

Item Information Template

Caption: Item Information Template
Type: List

Links items and production BOMs to configuration templates, defining which templates apply to which master data.

Fields

Field	Purpose
Type	Entity type (Item or Production BOM Header)
No.	Item or BOM number
Template Code	The configuration template code

Actions

Action	What it does
Configuration Templates	Opens the configuration template list
Control Information	Runs the configuration control report and shows results

Information Control

Caption: Information Control
Type: List

Displays the results of a configuration control check — showing which configuration attributes are Entered, Missing, or Not Required for an item.

Fields

Field	Purpose	Key Information
Type / No.	The entity being checked	—
Template Code	The configuration template	—
Information Code	The configuration attribute	—
Information Type	How the value is specified	Options: Optional, Exact, Interval, Filter, Measured
Information Value	The expected value	—
From Type / From No.	Where the configuration originated	—
Status	Validation result	Entered, Missing, or Not Required
Value / Min. Value / Max. Value	The actual values	—
Specificity	Conflict indicator	Blank, Less specific, or Conflict

Actions

Action	What it does
Control Information	Runs the configuration control report
Hide "Not required"	Filters the list to show only Missing and Entered statuses

Sales Order Lines List

Caption: Sales Order Lines List
Type: List (Tasks)

A cross-order view of all sales order lines with full configurator integration — allowing users to manage configurations, supply orders, and hierarchy across multiple sales orders from one place.

Includes all standard sales line fields plus configurator-specific fields (Include in Hierarchy, Prod. Order Exist) and the full Configurator action group (same actions as on the sales order subform).

Additional Actions

Action	What it does
Show Document	Opens the parent sales order
Reservation Entries	Shows item reservation entries
Item Tracking Lines	Opens item tracking
Release / Reopen	Changes the sales order status

Planning Worksheet (Extension)

Action	What it does	When to use
Set Action Message	Sets the action message on selected planning lines	To approve planned actions
Remove Action Message	Clears the action message on selected planning lines	To cancel planned actions

Stockkeeping Unit Card (Extension)

Field	Purpose	Key Information
Include in Sales Configurator Hierarchy	Marks this SKU for hierarchy inclusion	Inherits from the parent item on creation

Reports

Report	Caption	Purpose	When to use
Configuration Control	SCB Configuration Control	Validates configuration completeness for items/BOMs against their templates	Run from Item Card or Item Information Template to check for missing configurations
Recalculate Configurations	SCB Recalculate Configurations	Recalculates configuration specificity and resolves conflicts across the BOM hierarchy	After changing BOM structures, adding new configuration rules, or when conflicts are suspected. Option to Recalculate all configurations
Update Prod. Order	SCB Update Prod. Order	Copies routing and component lines from a finished/released production order to another	To replicate a proven production setup to a new order

Default Setup & Templates

On installation, the app:

Creates a default Configurator Setup record with all visibility toggles set to true (all information panels visible on all document types).
Assigns the "SCB Sales Config" permission set to all users automatically.
Launches the Assisted Setup wizard ("Abakion Sales Configurator") which guides users through:
- Email registration and optional partner identification
- 30-day free trial activation
- Links to the Sales Configurator How-To Section and UseDynamics videos

Default Setting	Value	Purpose
All Show Source Document Info toggles	Enabled	Information panels visible everywhere by default
All Show Entry Info toggles	Enabled	Configuration entry panels visible by default
All Show Item Info toggles	Enabled	Item information panels visible by default
All Show Template Info toggles	Enabled	Template information panels visible by default
Default Sales Price Calc. Method	Through Hierarchy	Prices roll up from components by default
Get Purchase Cost From	Always from Purchase Line Unit Cost	Uses actual purchase line cost

Key Enumerations Reference

Setting	Options	Used on
Sales Price Calc. Method	(blank), Through Hierarchy, Use Current Line	Configurator Setup, Configurator Profit Pct.
Cost Roll Up Principle	Rolled Up, Single Level	Configurator Setup
Get Component Cost From	Item Unit Cost, Purchase Prices	Configurator Setup
Get Purchase Cost From	According to Costing Method, Always from Purchase Line Unit Cost	Configurator Setup
Information Type	(blank), Optional, Exact, Interval, Filter, Measured	Information Control, configuration entries
Handling Action	Refresh, Replan, Delete	Orders in Hierarchy menu
Config Setup Status	Entered, Missing, Not Required	Information Control validation
Profit Pct. Type	Item, Work Center, Machine Center	Configurator Profit Pct.
Supply Line Type	Component, Routing	Internal hierarchy tracking
Order Type	ItemOrder, ProjectOrder	Internal order classification