Using Configurator Lite Part Spec Groups in the BOM Quote Worksheet

Nov 18 2024
Using Configurator Lite Part Spec Groups in the BOM Quote Worksheet

Quoting configurable products gets messy when the sales line is a top-level assembly but the real requirements are buried in component selections. If the quote cannot capture those selections cleanly, your team ends up relying on notes, emails, or one-off BOM edits, which increases the risk of ordering the wrong material or building the wrong variant.

Cetec ERP addresses this with Configurator Lite and Part Spec Groups. You can define approved alternates for a component and then select the correct group during quoting, so the quote and its downstream build instructions stay aligned with what the customer actually ordered.

What Part Spec Groups Control

Part Spec Groups let you group parts that are treated as interchangeable for a specific selection, such as color options for a cabinet component. Instead of placing a single component part number on the BOM, you can reference a Part Spec Group and then choose the approved option when building the quote.

Use Part Spec Groups when you want quoting and engineering to agree on a controlled list of alternates and you need that choice to be made explicitly at quote time. If the component cannot be substituted, keep the specific part number on the BOM and do not use a group.

Create a Part Spec Group

To create a Part Spec Group, navigate to Parts >> Part Spec Groups >> Show Create. Give the group a clear name and description so sales and engineering can recognize what the group represents.

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In the Part Spec Group, you can capture the basic metadata your team needs, then add the actual part options. In this example, the group represents cabinet color options under a single group name, such as “Colors.”

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After the group exists, add the approved parts to the group. Keep the list limited to what engineering has approved, since this list becomes a controlled set of choices your quoting process will rely on.

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Attach the BOM to a Quote Line

Once your Part Spec Group is ready, create a quote for your top-level assembly and add the BOM to the quote line. On the quote line, click the pencil icon and confirm the transaction code for the BOM is set to “Build,” then save.

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Select the Part Spec Group in the BOM Quote Worksheet

When the BOM Quote Worksheet icon appears for the quote line, open it to review the BOM components. If you have not assigned a Part Spec Group yet, the worksheet will not give you a selection dropdown for that component.

To enable the selection, edit the component line and use the “Part Spec” dropdown to choose the correct Part Spec Group, such as “Colors,” then save. The worksheet will then provide the dropdown selection between the approved parts in that group.

Key Takeaways

  • Part Spec Groups define a controlled set of approved alternates for a component.
  • Create the group first, then add the approved parts so the selection is available during quoting.
  • Set the quote line BOM transaction code to “Build” so the BOM Quote Worksheet is available.
  • Assign the Part Spec Group on the worksheet line to enable the dropdown selection between approved options.

Conclusion

Part Spec Groups in Cetec ERP Configurator Lite are a practical way to keep quote configuration tied to an approved list of alternates. When the selection is made in the BOM Quote Worksheet, quoting stays aligned with engineering intent and the downstream build has clearer inputs.