Introduction
The TechSheet Configurator is a custom application developed for Business Central with the purpose of simplifying the creation and management of configurable items, including highly complex products.
Through the Configurator, users can define configuration categories composed of attributes and selection rules, enabling the creation of items in a fast, consistent, and controlled manner.
Item Configuration Categories
Before using the Configurator, an Item Category of type Configuration must be created.
Within the category, it is possible to:
Define the attributes that make up the configuration.
Specify how attributes can be selected.
Configure rules and constraints between attributes.
These rules determine which options are available based on the selections made by the user during the configuration process.
This approach guides users through valid combinations and prevents invalid configurations.
Creating a Configuration
A configuration can be created from:
The Configuration Card.
A Sales Order Line.
A Sales Quote Line.
Once the configuration process is started, the user must select one of the previously defined Item Categories of type Configuration.
The user can then proceed by selecting and completing the attributes defined for the chosen category.
Item Generation
Once the configuration is completed, the system proceeds with item creation.
During this process, all configuration data is analyzed and the system checks whether an identical configuration already exists.
Two scenarios are possible:
Existing Configuration
If an item associated with the same configuration is found, the system will propose the existing item, preventing the creation of duplicates.
New Configuration
If no matching item exists, the system will automatically generate a new item based on the selected configuration.
Configuration History Management
The Configuration Card allows both the configuration and its related record to be archived.
This functionality makes it possible to:
Maintain a history of created configurations.
Track the evolution of configured products.
Review previously developed configurations at any time.
Releasing to Production
Once the configuration has been completed and the item has been generated, it can be released directly from the Configuration Card.
This allows the newly created item to become immediately available for subsequent business processes without requiring additional manual steps.
Process Overview
Create an Item Category of type Configuration.
Define the required attributes and configuration rules.
Start a configuration from the Configuration Card, a Sales Order Line, or a Sales Quote Line.
Complete the required attribute selections.
Let the system verify whether an equivalent configuration already exists.
Reuse an existing item or generate a new one.
Archive the configuration for historical reference.
Release the item to production.