Solution to Auto-Reconfigure Order Lines?

I haven’t been able to find anything on this but maybe somebody is better than me at searching.

Has anyone looked into a solution for automatically reconfiguring order lines? I can pull out the input values and put them back in using REST, but I need a way to apply the rules to generate new values for pricing and BOM based on existing selections and I haven’t figured that out.

We have a LOT of orders that we need to reconfigure often due to changes in the configurator.

Depending on a number of factors, the VEC process might do this for you. Give this thread a read.

verifying configurators won’t redo things, my understanding it only checks to see that nothing has been broken such as an invalid value in a combo box. I have struggled to figured out how to “process” a configurator programmatically but no luck so far. I can populate it and run document rules but not able to process the User Interface values. There is a lot you can do in document rules which includes pricing so that might be a solution.

The BOM should be good as the method rules fire when you do get details. As long as your method rules take a fresh look at the data entered by user and haven’t made those decisions during the user entry phase. I see a fair number of client built systems that do all the BOM calculations as part of the user entry and just act on the results in the method rules. This makes the results static and adds overhead to the user entry experience. I typically only “collect” answers and other than those answers that are needed for pricing and the like I leave any method logic to the method rules, putting as much as possible into Method Variables. This way when get details is run we get the latest and greatest results for the BOM including any part number changes.

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I’m one of those people. When I made the configurators, we were on MT and you were not allowed to free form type anything for document or method rules. You had to used the expression builder, which only allowed entering via mouse and could not edit different lines at will.

There is no engineering data at the order level, only at the quote and job level. The method rules are run only when running GetDetails at the quote or job level. So I assume you are talking about document rules. You can do what you need with the ConfigurationRuntime BO, specifically the ProcessDocumentRules method. Be warned though, those APIs are fairly messy to use.

If you are talking about simulating a user going through the configurator to run all of the input events to update saved configuration, I do not think that is possible, you will need to reconfigure each order line manually.

Our current issue might be because the Regenerate Configurations won’t work. It sits for 24hrs then times out. Doesn’t matter if its a big configurator, small, old or new. But I assume at this point some of our issues with orders requiring updates is because this regenerate task that should run on every approval, from what I can tell, has never worked.