Configurator -- can margin be configured?

Epicor ERP 10
1

We have a configured item – let’s call it Mr. Potato Head. We have figured out how to actually configure the product and capture top-level labor.

Is there way to automatically add the margin so that our Customer Service folks do not have to do the calculation each time?

We are running 10.1.500.10.

Thanks.

–sam

2

Hi Sam,

Have you looked into the quote markup table to set margins for mtl, labor & burden?

Thanks,

Roger Bomford
Cell- 651-325-7673
robomford@alcyonecomputing.com

3

Hi Roger -

Customer Service adds margin there for custom orders. Can it also be set to somehow default per configured part? So if part A is being configured, then the margin is automatically X, but if part B is being configured then the margin is automatically Y.

Thanks.

—sam

4

Sam,

How is the configurator calculating the price, i.e. are you using the built-in functionality (adding up options/adding up BOM) or are you calculating it in a method and assigning it to an Input?

Mark W.

5

Hi Mark -

We have not yet explored BPMs at all.

The configurator is getting the total cost (not price) by adding up all of its components.

—sam

6

Hi Sam,

Not BPMs but UD_Methods (client or server). These are little pieces of code that you can call from your Product Configurator. Server methods have access to records in your database so you can do lookups in UD tables, etc.

What I don’t know is can you access the price generated by the configurator in 10.x. I don’t think so.

However, if you wrote a method to calculate the price (by adding up the components yourself) then you can add that Input to a Margin Input and set the price in the quote/order that way using Document Rules.

Mark W.

7

Thanks, Mark.

Will check it out (or at least try to).