Need input from E9 Product Configurator Users

Popups could be fun. You have a code sample?

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jckinneman
Sent: Thursday, April 18, 2013 7:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Need input from E9 Product Configurator Users



The User Interface can sometimes be limiting (no grids for example) but since you can call the Business Objects to talk to the configuration you can build any kind of front end you like to interact with user and populate the underlying controls.

For example you could build a custom .net c# popup that interacts with the user and then stores the results in the configurator for later use by the method rules. It is also very easy to build an import routine using either service connect or embedded to bring in data from other applications.

Jim Kinneman
Encompass Solutions, Inc

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Todd Gilbert" <todd@...<mailto:todd@...>> wrote:
>
> Thanks for the input Brenda. It sounds like your scenario is closest to how we hope to use the Configurator. If you could provide any additional detail on the things you mentioned, it would be much appreciated. You can contact me directly if you’d like: todd@...
>
>
>
> Thanks
>
> Todd
>
>
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of brenda mohr
> Sent: Thursday, April 18, 2013 6:33 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Need input from E9 Product Configurator Users
>
>
>
>
>
> LOVE the configurator. We are extremely custom and use it for quoting, engineering jobs, shipping and a few other things that it was probably not originally designed to do. We add a little service connect action in there and it is amazing what fun things you can do :D
>
> Brenda (E9.05.607B)
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of Steven Gotschall
> Sent: Thursday, April 18, 2013 8:37 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Need input from E9 Product Configurator Users
>
>
>
> We are on 8.03.408a and use the configurator a lot. Its a great tool with a few gotchas.
>
> Our products have many options available, and this is where the configurator comes in. The way we use it is to select a base model number, then select all the options the customer has asked for, and then the configurator creates the smart part number and method for us.
>
> The downside is that setting up and making changes to a configurable part can be time consuming. But once it is set up, using it is fast and easy. Our initial mistake was to set up one configurator to configure multiple model numbers. While this sounds like a good idea, the configurator can grow too large to manage and you run into the problem that a single configurator can only create one revision of a part. So if one model in the configurator changes revisions and the others don't, you have to break the configurator apart. Stick to one configurator for each model number of part.
>
> We looked at a number of ERP systems before settling on Vantage. Vantage was the only one that had a configurator flexible enough to handle our needs.
>
> To fully utilize the configurator, you need someone with some basic programming skills to set up the individual configurators.
>
> Steven G.
>
> ________________________________
> From: "todd@... <mailto:todd%40massprecision.com> <mailto:todd%40massprecision.com><mailto:todd@...%20%3cmailto:todd%40massprecision.com%3e%20%3cmailto:todd%40massprecision.com%3e>" <todd@... <mailto:todd%40massprecision.com<mailto:todd@...%20%3cmailto:todd%40massprecision.com>> <mailto:todd%40massprecision.com>>
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Wednesday, April 17, 2013 6:13 PM
> Subject: [Vantage] Need input from E9 Product Configurator Users
>
>
> We are getting ready to do a complete install of Epicor 9 (as opposed to a migration) from Vantage 6.1 and are strongly considering adding on Product Configurator.
>
> I would be very interested in hearing from users of this module (successful or otherwise):
>
> - What type of scenarios is it used for?
> - What types of processes is it used to automate?
> - What are the primary positives and negatives?
>
> Thanks in advance...
>
> Todd Gilbert
> MASS Precision, Inc.
>
> [Non-text portions of this message have been removed]
>
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
We are getting ready to do a complete install of Epicor 9 (as opposed to a migration) from Vantage 6.1 and are strongly considering adding on Product Configurator.

I would be very interested in hearing from users of this module (successful or otherwise):

- What type of scenarios is it used for?
- What types of processes is it used to automate?
- What are the primary positives and negatives?


Thanks in advance...

Todd Gilbert
MASS Precision, Inc.
Hi Todd,

We rely on the Product Configurator. Our product has lots of options and
the PC serves that market well. There PC works in two parts: Specification
and construction. In the specification stage, you build screens that prompt
the users for information. These values are used during a Get Details to
build the MOM and to update some of your documents (Orders, Quotes, Jobs).

The weakness IMHO is there is no web interface.

If you have spreadsheets that quote, you can probably use the PC to do some
of your work (I checked your website and you guys seem like a custom shop.)

Mark W.


On Wed, Apr 17, 2013 at 6:13 PM, <todd@...> wrote:

> **
>
>
> We are getting ready to do a complete install of Epicor 9 (as opposed to a
> migration) from Vantage 6.1 and are strongly considering adding on Product
> Configurator.
>
> I would be very interested in hearing from users of this module
> (successful or otherwise):
>
> - What type of scenarios is it used for?
> - What types of processes is it used to automate?
> - What are the primary positives and negatives?
>
> Thanks in advance...
>
> Todd Gilbert
> MASS Precision, Inc.
>
>
>


[Non-text portions of this message have been removed]
We are on 8.03.408a and use the configurator a lot. Its a great tool with a few gotchas.
Â
Our products have many options available, and this is where the configurator comes in. The way we use it is to select a base model number, then select all the options the customer has asked for, and then the configurator creates the smart part number and method for us.
Â
The downside is that setting up and making changes to a configurable part can be time consuming. But once it is set up, using it is fast and easy. Our initial mistake was to set up one configurator to configure multiple model numbers. While this sounds like a good idea, the configurator can grow too large to manage and you run into the problem that a single configurator can only create one revision of a part. So if one model in the configurator changes revisions and the others don't, you have to break the configurator apart. Stick to one configurator for each model number of part.
Â
We looked at a number of ERP systems before settling on Vantage. Vantage was the only one that had a configurator flexible enough to handle our needs.
Â
To fully utilize the configurator, you need someone with some basic programming skills to set up the individual configurators.
Â
Steven G.


________________________________
From: "todd@..." <todd@...>
To: vantage@yahoogroups.com
Sent: Wednesday, April 17, 2013 6:13 PM
Subject: [Vantage] Need input from E9 Product Configurator Users

Â
We are getting ready to do a complete install of Epicor 9 (as opposed to a migration) from Vantage 6.1 and are strongly considering adding on Product Configurator.

I would be very interested in hearing from users of this module (successful or otherwise):

- What type of scenarios is it used for?
- What types of processes is it used to automate?
- What are the primary positives and negatives?

Thanks in advance...

Todd Gilbert
MASS Precision, Inc.




[Non-text portions of this message have been removed]
LOVE the configurator. We are extremely custom and use it for quoting, engineering jobs, shipping and a few other things that it was probably not originally designed to do. We add a little service connect action in there and it is amazing what fun things you can do :D

Brenda (E9.05.607B)

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Thursday, April 18, 2013 8:37 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Need input from E9 Product Configurator Users



We are on 8.03.408a and use the configurator a lot. Its a great tool with a few gotchas.

Our products have many options available, and this is where the configurator comes in. The way we use it is to select a base model number, then select all the options the customer has asked for, and then the configurator creates the smart part number and method for us.

The downside is that setting up and making changes to a configurable part can be time consuming. But once it is set up, using it is fast and easy. Our initial mistake was to set up one configurator to configure multiple model numbers. While this sounds like a good idea, the configurator can grow too large to manage and you run into the problem that a single configurator can only create one revision of a part. So if one model in the configurator changes revisions and the others don't, you have to break the configurator apart. Stick to one configurator for each model number of part.

We looked at a number of ERP systems before settling on Vantage. Vantage was the only one that had a configurator flexible enough to handle our needs.

To fully utilize the configurator, you need someone with some basic programming skills to set up the individual configurators.

Steven G.

________________________________
From: "todd@...<mailto:todd%40massprecision.com>" <todd@...<mailto:todd%40massprecision.com>>
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Sent: Wednesday, April 17, 2013 6:13 PM
Subject: [Vantage] Need input from E9 Product Configurator Users


We are getting ready to do a complete install of Epicor 9 (as opposed to a migration) from Vantage 6.1 and are strongly considering adding on Product Configurator.

I would be very interested in hearing from users of this module (successful or otherwise):

- What type of scenarios is it used for?
- What types of processes is it used to automate?
- What are the primary positives and negatives?

Thanks in advance...

Todd Gilbert
MASS Precision, Inc.

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
Thanks for the input Brenda. It sounds like your scenario is closest to how we hope to use the Configurator. If you could provide any additional detail on the things you mentioned, it would be much appreciated. You can contact me directly if you’d like: todd@...



Thanks

Todd



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of brenda mohr
Sent: Thursday, April 18, 2013 6:33 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Need input from E9 Product Configurator Users





LOVE the configurator. We are extremely custom and use it for quoting, engineering jobs, shipping and a few other things that it was probably not originally designed to do. We add a little service connect action in there and it is amazing what fun things you can do :D

Brenda (E9.05.607B)

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Steven Gotschall
Sent: Thursday, April 18, 2013 8:37 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Need input from E9 Product Configurator Users



We are on 8.03.408a and use the configurator a lot. Its a great tool with a few gotchas.

Our products have many options available, and this is where the configurator comes in. The way we use it is to select a base model number, then select all the options the customer has asked for, and then the configurator creates the smart part number and method for us.

The downside is that setting up and making changes to a configurable part can be time consuming. But once it is set up, using it is fast and easy. Our initial mistake was to set up one configurator to configure multiple model numbers. While this sounds like a good idea, the configurator can grow too large to manage and you run into the problem that a single configurator can only create one revision of a part. So if one model in the configurator changes revisions and the others don't, you have to break the configurator apart. Stick to one configurator for each model number of part.

We looked at a number of ERP systems before settling on Vantage. Vantage was the only one that had a configurator flexible enough to handle our needs.

To fully utilize the configurator, you need someone with some basic programming skills to set up the individual configurators.

Steven G.

________________________________
From: "todd@... <mailto:todd%40massprecision.com> <mailto:todd%40massprecision.com>" <todd@... <mailto:todd%40massprecision.com> <mailto:todd%40massprecision.com>>
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Wednesday, April 17, 2013 6:13 PM
Subject: [Vantage] Need input from E9 Product Configurator Users


We are getting ready to do a complete install of Epicor 9 (as opposed to a migration) from Vantage 6.1 and are strongly considering adding on Product Configurator.

I would be very interested in hearing from users of this module (successful or otherwise):

- What type of scenarios is it used for?
- What types of processes is it used to automate?
- What are the primary positives and negatives?

Thanks in advance...

Todd Gilbert
MASS Precision, Inc.

[Non-text portions of this message have been removed]


[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
The User Interface can sometimes be limiting (no grids for example) but since you can call the Business Objects to talk to the configuration you can build any kind of front end you like to interact with user and populate the underlying controls.

For example you could build a custom .net c# popup that interacts with the user and then stores the results in the configurator for later use by the method rules. It is also very easy to build an import routine using either service connect or embedded to bring in data from other applications.

Jim Kinneman
Encompass Solutions, Inc

--- In vantage@yahoogroups.com, "Todd Gilbert" <todd@...> wrote:
>
> Thanks for the input Brenda. It sounds like your scenario is closest to how we hope to use the Configurator. If you could provide any additional detail on the things you mentioned, it would be much appreciated. You can contact me directly if you’d like: todd@...
>
>
>
> Thanks
>
> Todd
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of brenda mohr
> Sent: Thursday, April 18, 2013 6:33 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Need input from E9 Product Configurator Users
>
>
>
>
>
> LOVE the configurator. We are extremely custom and use it for quoting, engineering jobs, shipping and a few other things that it was probably not originally designed to do. We add a little service connect action in there and it is amazing what fun things you can do :D
>
> Brenda (E9.05.607B)
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Steven Gotschall
> Sent: Thursday, April 18, 2013 8:37 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Need input from E9 Product Configurator Users
>
>
>
> We are on 8.03.408a and use the configurator a lot. Its a great tool with a few gotchas.
>
> Our products have many options available, and this is where the configurator comes in. The way we use it is to select a base model number, then select all the options the customer has asked for, and then the configurator creates the smart part number and method for us.
>
> The downside is that setting up and making changes to a configurable part can be time consuming. But once it is set up, using it is fast and easy. Our initial mistake was to set up one configurator to configure multiple model numbers. While this sounds like a good idea, the configurator can grow too large to manage and you run into the problem that a single configurator can only create one revision of a part. So if one model in the configurator changes revisions and the others don't, you have to break the configurator apart. Stick to one configurator for each model number of part.
>
> We looked at a number of ERP systems before settling on Vantage. Vantage was the only one that had a configurator flexible enough to handle our needs.
>
> To fully utilize the configurator, you need someone with some basic programming skills to set up the individual configurators.
>
> Steven G.
>
> ________________________________
> From: "todd@... <mailto:todd%40massprecision.com> <mailto:todd%40massprecision.com>" <todd@... <mailto:todd%40massprecision.com> <mailto:todd%40massprecision.com>>
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Wednesday, April 17, 2013 6:13 PM
> Subject: [Vantage] Need input from E9 Product Configurator Users
>
>
> We are getting ready to do a complete install of Epicor 9 (as opposed to a migration) from Vantage 6.1 and are strongly considering adding on Product Configurator.
>
> I would be very interested in hearing from users of this module (successful or otherwise):
>
> - What type of scenarios is it used for?
> - What types of processes is it used to automate?
> - What are the primary positives and negatives?
>
> Thanks in advance...
>
> Todd Gilbert
> MASS Precision, Inc.
>
> [Non-text portions of this message have been removed]
>
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>