Populate shopping lists from Infor CPQ configurator

You can now use the Shopping List function to create individual sales order line items using product configuration information from Infor CPQ. Distributors often use Infor CPQ to specify the options that are needed in order to meet certain specifications and build a complete product. Currently, the resulting bill of materials (BOM) can be used to create a build-on-demand (BOD) kit that contains components. Now, you can add the resulting BOM as individual items in a Shopping List in Sales Order Entry. After populating the Shopping List, you can add the items as individual sales order line items, instead of as a kit. This is helpful when you must adjust, add, delete, or backorder individual items.

Launch Infor CPQ by selecting the Configurator Shopping List grid option. Then, when the configuration details are completed in Infor CPQ, the Shopping List is updated with the new data records. After it is populated, the Shopping List is no longer tied to Infor CPQ and cannot be reconfigured like BOD kits.

Note: A specific product can only exist in the Shopping List once. Items returned from Infor CPQ that already exist in the Shopping List are skipped. We recommend writing the Infor CPQ manufacturing rules so that a specific product is returned once in the item list with the total quantity needed.

Feature activation

The initial integration to Infor CPQ does not change and requires setup in SA Administrator Options-Integrations-Configurator Options to establish a link between CloudSuite Distribution and Infor CPQ. In addition, ensure that each shopping list rule set written in the Infor CPQ Design Studio is added as a record in the Configurator Rule Sets table in SA Table Code Value Setup.