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Insights 2019

EECX01 - Creating Configure-to-Order Items with Epicor ERP Product Configurator

Session Description

COST: There is an additional $275 fee to attend this session. Click this link to register:

This course provides a foundation for developing and testing a configured product using a rules based set of configurator inputs. It will explore how to apply the inputs that are specified by the customer to automatically create a manufacturing Job ready for production, even when the product being manufactured is unique and a first time build. The main workflow of Product Configurator is the same between Epicor 9 and Epicor 10 but the major change is a move to the C# code. No matter if you are using Epicor 9 or Epicor 10 you will learn how to manage your complex parts with this module.

OBJECTIVES: Upon successful completion of this course, you will be able to:

  • Describe the basic concepts of the product configurator and how it interfaces with other Epicor modules such as Quotes, Sales, Jobs, Engineering and Demand orders
  • Understand the basic tools such as:
    • Configurator Entry for editing Document rules which can update the sales order or quote with the results of the configurator session
    • Configurator design for defining the rule-based inputs and options
    • Configurator Method Rules for defining how the inputs relate to the BOM/BOO of the product
    • Lookup tables for storing options
    • Configurator images to display input choices in a graphic form
    • Image layering definitions applied to a base image to create different color image configurations
  • Understand the concept of a web-based client for the configurator (Epicor Web Configurator)
  • Define an entire rules-based product configurator that can be used while creating a quote, sales order, purchase order, job or demand order. Explain module features and their usage to define unique product configurations.
  • Understand how the configurator can be “Deployed” to Epicor Commerce Connect (ECC) website for customers to configure their own products.
  • Utilize the Configurator Import/Export function

AUDIENCE: This session will appeal to the following audience:

  • System Administrator
  • Sales Managers
  • Production Managers/Designers
  • Product Engineers

PREREQUISITES: Required Courses: Navigation, Engineering

APPLICABLE PRODUCTS: This session will be of benefit to customers running Epicor 9.05 or Epicor 10.


FIELD OF STUDY: Production


Additional Information
Extended Education
4 Hours
Session Schedule