Part Configurator - Upgrading to Kinetic

Hi all, I have read previous threads on this topic but find myself stuck on what I think is a relatively easy fix, but I’m without my previous technical resources. I’ve made a copy of the part configurator, exported, and reimported as a new configurator for testing. I’ve created a test part to link to the new configurator, but for the life of me I can’t figure out how to link the configurator rule to the part number. I believe its here, but I can’t manually enter the test part and nothing populates when I search. I’m sure I’m missing something very obvious but I haven’t messed with our configurators since go live over 2 years ago.


Any help is greatly appreciated.

Hi @lbreyidcgroup,

If I understand your question correctly, I think you’re after. (This is in the overflow menu of the configurator entry)

Go the opposite direction. Make sure your part has an unapproved revision and add the configurator ID to the revision record. Should be searchable/findable in configuration rules after that.

Thank you! This worked. I knew it was something straightforward.

I think I have the configurator setup correctly and I can preview it in application studio, but when I try to configure of an SO it says I need a view or menu id.


Do I need to actually create a menu id linked to this base layer and then provide security to it in order for it to work correctly?

Sorry for the real time updates as I work through this. Hopefully its helpful for anyone else working through this or who will be soon.
I’ve added a menu id for the base layer and that works. Code on the configurator says its okay.
Now my issue is when I launch the configurator from the order, all input fields are greyed out when I’m in the client. And when I’m in the browser I get - Design in Application Studio should be enabled to view the configurator. Even though the design is approved.

Again, I’m sure I’m missing something obvious here.

Hi @lbreyidcgroup,

I think you’re now at the point where you’re waiting for an Epicor fix to the issue (see this forum post where others are experiencing similar issues.

Ran into this recently. Open the Configurator Designer in App Studio, and commit / publish the application. If a draft exists at all, it won’t work and everything goes read only.

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check any UD methods you have, see if the c# editor is working, i was getting an error saying the check syntax button was unavailable…i had to copy all the code to notepad, delete it all from the UD method, save the ud method, then re-open the ud method, then paste the code back in AND THEN the check syntax button was working, i then found the decimal/double issue…

at 2024.x cant remember which version but Epicor stopped passing deciamals and they had to be doubles…they changed this back to decimals and stopped doubles :angry:

this may or may not be related to your issue but it was a contributing factor for us (as well as the hot fix)