Sales Configurator lets you work with items and configurable hierarchies directly from a sales order in your Microsoft business solution. You can view, change, and modify the hierarchy below a sales order line without leaving the order.
You create a production order straight from a sales order line, then unfold the full hierarchy of related orders below it. The hierarchy is built from the check marks you set on the component list, so you decide which items belong to it.
You can leave standard inventory items out of the hierarchy and let normal MRP planning handle them. This keeps the hierarchy focused on the items that are configurable or specific to the sales order.
Working with items and hierarchies directly from a sales order
With Sales Configurator you handle items and their hierarchies directly from a sales order. You can view the hierarchy, and you can change and modify it without switching to another part of the system. This means the configuration work happens where you already are, on the sales order itself.
Creating production orders and unfolding the hierarchy
When you create a sales order line, it’s easy to create a production order from it. On top of that, you can unfold the hierarchy below the production order. The hierarchy is based on the check marks you have made on the component list, so you control how deep and how detailed it goes.
The result is a complete bundle of orders tied to the specific sales order. That can be production orders or purchase orders, all related to the one sales order you are working on.
Bundling configurable items and leaving out standard inventory
The hierarchy works as a bundling of the items that are configurable or specific for the sales order. You decide what goes in, which also means you can leave items out of the hierarchy.
Standard inventory items don’t need to be part of the hierarchy. You can display all the components that will simply be picked up by normal MRP planning instead. Because those are just normal inventory items, they stay out of the order hierarchy and are handled the usual way.
Q&A
What does Sales Configurator let you do from a sales order?
It lets you work with items and their hierarchies directly from a sales order. You can view, change, and modify the hierarchy without leaving the order.
How is the order hierarchy built?
You create a production order from a sales order line, then unfold the hierarchy below it. The hierarchy is based on the check marks you set on the component list, and it can include both production orders and purchase orders related to the specific sales order.
How are standard inventory items handled?
You can leave standard inventory items out of the hierarchy. They are picked up by normal MRP planning instead, so they stay separate from the configured order hierarchy.