Loading Configurations

After successful setup, configurations can be loaded into sales calculations, purchase orders, and calculation templates as follows:

• Loading Configurations in Sales Calculations
• Loading Configurations in Purchase Orders
• Loading Configurations in Calculation Templates

Loading Configurations in Sales Calculations

• Configure the product using the manufacturer's configurator portal, and download the configuration XML file to your local machine.
• Open the Sales Calculations table via the quick search (ALT+Q), and open the desired sales calculation or create a new one.
  For information about creating sales calculations, please check the Creating a new Sales Calculation section.
• In the Lines FastTab, click on New > Configurator > Load Configuration(s).
• In the Configurator List table showing all active configurators, select Lemken 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 the absolute purchase discount was loaded into a new forecast 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 Lemken 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 the absolute purchase discount was loaded into a new purchase order for each imported service item.

Loading Configurations in Calculation Templates

• Configure the product using the manufacturer's configurator portal, and download the configuration XML file to your local machine.
• Open the Calculation 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 Lemken 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 the absolute purchase discount was loaded into a new forecast in the Calculation Templates table for each imported service item.