In our cloud pilot environment, we are in version 2025.2. I am working on multiple configurators for our estimating/quoting process.
The configurator(s) that I built currently are selected by entering in the part number associated with the configurator to the quote line and then pressing the configuration button. An example would be entering in the part “SAWCUT” then clicking the configuration button to get in our sawcut configurator.
This causes an issue. The customer part number resets when the part number is set to sawcut. This is an issue because the sales team is going to enter in a part number in the part number field AND the customer part number field. The customer part number field will then be populated into a field in the configurator. When the customer part number gets reset, the configurator field does not work correctly.
All that to say, I was hoping that there is a better way to select what configurator a user wants to open. Ideally it would be a dropdown, but buttons would work as well. Is there a way to do this? I have only been taught to enter in the part number associated with the configurator to open whatever configurator is needed.
Epicor should keep the originally configured part number (SAWCUT) in the XPartNum field so that you can re-configure if required. Can you do a BAQ on the quote/order line and see if the XPartNum field is populated? I’m a few years removed from configurators but in my history the configurators would populate that field.
What I did was first enter in the part number in the normal part number field, then entered in the part number in the customer part number field. I then changed the part number to be SAWCUT, and the customer part field became empty. The users could of course enter in the customer part number again, but that would be a bit of a hassle from the users, and I would not hear the end of it.
I would expect your process to be enter sawcut in the part number configure the part have the configurator change the part number and then enter the customer part number in the customer part number field.
So, our process is a little strange. Currently, the sales team creates the quote and the lines on the quote, and hands it off to the estimating team for them to estimate the cost in a separate access database program. The new process will be the almost the same, but the sales team will enter in the customer part number along with the part number. Then the estimating team will enter in what configurator they are going to use in the part number field. I put a button in the configurator to take the text in the XPartNumber field and put it in a separate configurator field. When the configurator is saved, the configurator field that I created will populate the PartNumber field in the line.
I am always leery of hijacking a field that Epicor has logic attached to. Wouldn’t it be fairly simple to create a UD field for what you want to do instead of using the Customer Part Cross Reference field?
