Configure BOM for a part linked to a Configurator

Good morning everyone!

So, we are in the beginning stages of using Kinetic’s built in Configurator designer in Application Studio, and I have been designing some sample configurators to begin testing the different functionalities as well as linking various parts that we already have in the system to the testing configurators we have made.

My question is, after linking a part to the Configurator I want to use with it, is there a way to access the BOM for the linked part so that we can ensure down the road that the correct BOM will be attached to the configuration, so that the correct parts are pulled for that particular order?

For example, we make different colored enclosures based on the model that is ordered. So, if the part that I linked to the configurator typically uses a black case as referenced by that model’s BOM, how can I ensure that the Configurator displays only the approved materials for that particular model? Rather than it being at the mercy of the production team whom may choose the incorrect color/size enclosure or base if the correct BOM isn’t present in the Configurator.

I can see the BOM for the part if I go into “Configurator Rule Entry” listed out under the “Materials” heading in the Nav Tree, but I’m not really sure how else to interact with it or verify the BOM has pulled into the Configurator for that linked part.

I know this may be a bit difficult to unpack, but I hope the general premise comes through! This is our first time working with Epicor’s Configurator at all, as we are new customers and are about 3/4 of the way through our implementation.

Thanks for your thoughts and for reading, and please feel free to let me know if the ask isn’t clear enough and I’d be happy to elaborate as best I can.


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Hi Austin,

Since you want a configured part with its method stored, do you want to just make it a part in the part master with an associated revision and method/bom?

We do that with ours, per highlighted below. We are not on kinetic configurator however; ours is based on E10.


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Hi Nancy,

I appreciate your response and the screenshot! Thank you. I’m going to do some digging into the Configurator Entry screen today and see if this solves our issue. As far as I can tell, this is exactly what I was looking for!

The Kinetic screen for Config Entry is set up very similarly to the E10 version it seems, just slightly different placement.

I’ll let you know how everything goes, thanks again :smiley:

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@Steen we use a master MoM for our configurator(s) each division has similar structure and breakdown.

Custom Division (Master Part) looks like this and is variable for aluminum vs steel product:

Designer (fields filled from BAQs/to find base trailer then options filled based on that):

Adjustable Division (Master Part) looks like this and is variable based on depth of assembly (kit vs full assembly) and Site (see alternate revs):

Designer (fields filled from BAQs/to find base trailer then options filled based on that):

There are lots of rules :smiley:
Bottom line the configurator is extremely flexible just need to find best design of MoM to fit your company.


Thanks a ton for all of the information you provided Clint, I really do appreciate it.

Over the past few weeks I have been spending a lot of time building configurators for a couple different product lines and absorbing as much as I can from the Configurator Technical Reference Guide as well as all of the resources on the ELC and in the hands on guides.

Your response put me on the right track and saved me a lot of headache in my initial setup, and I’ve come a loooooong way from day one, that’s for sure! Thanks again.

We are setting up some sessions for further Configurator training coming up next week, which I think will be really beneficial and answer a lot of outstanding questions we still have regarding it, as we go live in a couple of months.

If you don’t mind my asking, how often are you guys modifying your configurators as the BOM/methods change?

One of our biggest concerns is the amount of time and effort that will be required to manage configurations. We have a lot of processes and parts that change on the fly day to day, and we have concerns that this is going to be difficult to manage once we go-live.

Thanks again for all of your insight and for helping out with this!

Normally this is once a model year for us for our boat trailers. Rarely do I need to modify the main configurator code usually just the new model yr items.

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To work through the initial design was rough as there was so many way one could do the setup. A few tweaks after implementation, but mostly it was decently setup to start with the consultant help.