Loading Configurations

After successful setup, configurations can be loaded into configure price quotes, purchase orders, and calculation worksheet templates as follows:

• Loading Configurations in Configure Price Quotes
• Loading Configurations in Purchase Orders
• Loading Configurations in Calculation Worksheet Templates

Loading Configurations in Configure Price Quotes

• Configure the product using the manufacturer's configurator portal, and download the configuration XML file to your local machine.
• Check the configuration XML file for discount codes and make sure to add missing codes as described here.
• Open the Configure Price Quotes table via the quick search (ALT+Q), and open the desired configure price quote or create a new one.
  For information about creating configure price quotes, please check the Creating a new Configure Price Quote section.
• In the Lines FastTab, click on New > Configurator > Load Configuration(s).
• In the Configurator List table showing all active configurators, select KRONE and confirm with OK.
• In the upload dialog, drop the configuration XML file in the frame or browse for the file on your local machine.
• In the Revise Configuration table, complete the missing information for each line, i.e., select the manufacturer (Manufacturer Code) and vendor (Vendor No.) if no default values were defined in the Configurator Setup beforehand, and fill the missing product hierarchy (beginning with the Model Code value). Upon completion, confirm with OK.

• The configuration including all options, costs, and discounts was loaded into a new calculation worksheet which is shown as a new line in the Lines FastTab.

Loading Configurations in Purchase Orders

• Configure the product using the manufacturer's configurator portal, and download the configuration XML file to your local machine.
• Open the Purchase Orders table via the quick search (ALT+Q), and click on the Actions > Load Configuration(s) button in the menu bar.
• In the Configurator List table showing all active configurators, select KRONE and confirm with OK.
• In the upload dialog, drop the configuration XML file in the frame or browse for the file on your local machine.
• In the Revise Configuration table, complete the missing information for each line, i.e., select the manufacturer (Manufacturer Code) and vendor (Vendor No.) if no default values were defined in the Configurator Setup beforehand, and fill the missing product hierarchy (beginning with the Model Code value). Upon completion, confirm with OK.

• The configuration including all options, costs, and discounts was loaded into a new new purchase order for each imported service item.

Loading Configurations in Calculation Worksheet Templates

• Configure the product using the manufacturer's configurator portal, and download the configuration XML file to your local machine.
• Open the Calculation Worksheet Templates table via the quick search (ALT+Q), and click on the Load Configuration(s) button in the menu bar.
• In the Configurator List table showing all active configurators, select KRONE and confirm with OK.
• In the upload dialog, drop the configuration XML file in the frame or browse for the file on your local machine.
• In the Revise Configuration table, complete the missing information for each line, i.e., select the manufacturer (Manufacturer Code) and vendor (Vendor No.) if no default values were defined in the Configurator Setup beforehand, and fill the missing product hierarchy (beginning with the Model Code value). Upon completion, confirm with OK.

• The configuration including all options, costs, and discounts was loaded into a new calculation worksheet in the Calculation Worksheet Templates table for each imported service item.