Viewing the differences in the found items versus the Customer requirements

Creating Sales Orders with Items that is configured for the Customer
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Sales Configurator" which is available at Microsoft AppSource. Click to visit AppSource. Sales Configurator

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Presenter: Sune Lohse, Chief Strategy Officer

After performing a search in the search window, it’s possible to see how many deviations the item has based on your search, and it’s possible to view those mismatches by drilling down the mismatch list, like this.

So, you can see the item number 1001 is with the configuration code gear, it has a configuration value that the customer asked for, which is an 8 gear, but the found value was a 7 gear on this bike.

And this way you can look at the different items, one down here with two mismatches, the bike type, it found a flow bike, we search for a city bike, and it was a 7-gear bike, we search for 8 gear bike, like this.

And this way it’s possible to see the item that fits the customer requirements the best, and the structure is based on the master data information you were searching for, and thereby you can just select an item and choose this one.

So, you manage, and then you select match, and it opens a window that asks what you want to do with your master data now, depending on this, should you replace with the master data on that item, or would you like only to keep the customer information, etc.

And it has a default setup on what to do, and you press OK, and then the item is inserted with the information.