We have about 150 Active Configurators in E9.05.702 that will need to be rebuilt in ERP10. We’ve worked with a consultant and were taught the basics of how to rebuild them and we’ve been able to get 3 completed so far.
I’m not fluent in Configurator speak (I’m WAY out of my comfort zone here ) but I was told by our guru that she has to go through each of the 150 Configurators in ERP10 and remove the Dynamic Lists, Read Only Expressions, On Leave Fields, and Method Rules because they do not migrate properly. And, though easy to do, is very time consuming.
I guess my first question (again forgive my lack of understanding with this) but is there any way to better migrate or translate or convert these Rules so that they could be used in any way with only minor modifications? What about CSV and .i files, has anyone found a more efficient way of bringing that data into Epicor (other than maybe a Paste-Insert)?
If it is not possible to salvage any of the Rules, then we are hoping to be able to automate the Deletion process for her. Has anyone else done this already and could you please point me toward the best way that you know of to do that? SQL Query? Service Connect? Or is there a better approach to this altogether?
I’m going to test this in the next couple of days but would you say using the Solution Manager or the Configurator Export process to be the best for saving the rebuilt Configurators/UDTables/UDMethods and bringing them into newly migrated ERP10 databases? Anything to watch out for as far as the export/import process goes?
And I was also wondering, for anyone who is working on rebuilding their Configurators in ERP10 while also running LIVE on another version of Epicor, how are you managing the (what is for us) constant changes in the Configurators in both environments? It’s going to take us a good chunk of time to rebuild our 150 Active Configurators and we are concerned with the amount of work it will be to maintain changes in both environments until we go LIVE with ERP10. Just curious if you have any advice on what is working for you.
Thanks so much for any help, tips, or advice anyone can provide!
-Heather
There is an Import/Export functionality in E9 and you could export the configurators, delete the DL and code and then import them back into your E9 DB. It’s just an XML file.
One of the biggest differences from E9 to E10 in the Product Configurator is a configurator is not tied to a single Part/Rev. You can use the same configurator on multiple Part/Revs. Maybe they will be able to leverage this to cut-down on the number of configurators!
I am going through the same process as you at the moment. I have not so
many configurators though, twenty in all but they are all large and quite
complex, with lot’s of .p, .i, BAQs and spreadsheets attached. Mine were
partially converted during the upgrade process so I was basically left with
all my read only, dynamic lists, on leave etc in place but commented out as
the code hade not converted. What I am doing is going through each one and
manually rewriting the progress code in c#. I use a find and replace to
insert the ‘Inputs’ in front of all my object references and the same to
place a 'Value at the end. Once I have done this I run the code through the
Epicor online converter which places the semi colon at the end of each
line. I keep code snippets for reading and writing to tables etc and adapt
them for each configurator. It is still a long process and I have converted
six so far this year. If I can be of any help please don’t hesitate to
contact me.
Great tips! Thank you! I forgot that the Configurator export resulted in an XML file. Maybe we can take a look at that to help us clean up the code a little faster in ERP10. Thank you! And good point about the same configurator on multiple Part/Revs. I’ll forward your thoughts to our Configurator guru and see what she thinks. Appreciate the feedback!
Those are some REALLY Great tips! Thank you SO VERY much!!! I’m sorry for all of the work you have to do too but it’s nice to know someone who is in the same boat as us (just maybe not such a BIG boat with 150 configurators…lol). Yes, the steps that you are going through to rewrite the progress code into C# using the Epicor online converter is of course exactly what we are doing too. But the find and replace to insert the ‘Inputs’ and ‘Value’ text within the code is, from my perspective, very helpful! I’m not sure if our Config guru has thought about and utilized that. Those are just some really helpful ideas. Thank you SO MUCH! I’ll PM you and share our contact info and hopefully we can communicate directly and if we can be of any help we would be happy to provide that in any way we can.
Thanks so much for the response, and the great and helpful info!
-Heather
Adrian_Mepham,
In regards to your post, I was wondering if we could ask you some additional questions about your Configurator rebuilds? If you wouldn’t mind sending an email to me at: tots.notmyrealemail@gmail.com <–yes, this is legit just using it for this purpose. Thanks!
) but I was told by our guru that she has to go through each of the 150 Configurators in ERP10 and remove the Dynamic Lists, Read Only Expressions, On Leave Fields, and Method Rules because they do not migrate properly. And, though easy to do, is very time consuming.
I’m not sure if our Config guru has thought about and utilized that. Those are just some really helpful ideas. Thank you SO MUCH! I’ll PM you and share our contact info and hopefully we can communicate directly and if we can be of any help we would be happy to provide that in any way we can.