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E1: UPG: 32: Overview Of Upgrading Configurator Application Module From EnterpriseOne Xe to EnterpriseOne 9.x (9.0, 9.1 and 9.2) Application Release Levels (Doc ID 1395513.1)

Last updated on OCTOBER 17, 2023

Applies to:

JD Edwards EnterpriseOne Configurator - Version XE to 9.2 [Release XE to 9.2]
JD Edwards EnterpriseOne Tools - Version SP23 and Prior and later
Information in this document applies to any platform.


This document is part of Information Centers - to see other documents related to Upgrade EnterpriseOne software, please use the links provided below:

Information Center: JD Edwards EnterpriseOne 9.0 (Doc ID 974914.2)

Information Center: Upgrading to JD Edwards EnterpriseOne 9.0(Doc ID 1350057.2)

Information Center: JD Edwards EnterpriseOne 9.1 (Doc ID 1404648.2)

Information Center: Upgrading to JD Edwards EnterpriseOne 9.1 (Doc ID 1419404.2)

Information Center: JD Edwards EnterpriseOne 9.2 (Doc ID 2039111.2)

Information Center: Upgrading to JD Edwards EnterpriseOne 9.2 (Doc ID 2048434.2)

Enter complex configure-to-order items with a dynamic user interface driven by a question and answer process. Sales and customer service representatives enter orders quickly and accurately. Enable sales and customer service representatives to efficiently enter configured sales orders using a dynamic process to select product options.

Configurator is a tool that automates the selection and configuration of highly complex products. Highly complex products have related features and options. A relationship results when an association or correlation between the features and options or associated parts exists within its subassemblies. Configurator enables a manufacturer to configure its existing product to the detailed and specific requests of its customers.
Configurator guides users in the creation of configured end-item product through product definition (features and options), rules, and calculations. The result is a valid, highly configured product.

A configured item is a make-to-order or assemble-to-order item comprised of features requested by a customer. The Configurator module is a tool that automates the process of highly complex products that have specific features, options and calculations. This module is highly integrated and typically utilizes both the manufacturing and distribution processes extensively.

Customers upgrading their EnterpriseOne application release level from EnterpriseOne Xe or ERP8 to EnterpriseOne 9.x (9.0, 9.1 or 9.2) with or without Configurator data history might have some difficulties on how to use the Configurator module in the new E1 release due to the significant changes which occurs in this application module from EnterpriseOne Xe to current EnterpriseOne application release levels.

This KM document provides upgrade technical information and a guideline of  how to use the Configurator module after doing an upgrade to latest EnterpriseOne software application release level.


For customers upgrading EnterpriseOne software application release level and would like an overview of significant changes in the Configurator application module.

NOTE: Customers upgrading from EnterpriseOne 8.9, 8.10, 8.11 or 8.11 SP1 application release levels cannot directly upgrade to 9.2. In this case, they need to upgrade to EnterpriseOne 9.0 or 9.1 first, then in a second step, upgrade to 9.2 application release level. Refer to our Upgrade Advisor: JD Edwards (JDE) EnterpriseOne 9.2 (Doc ID 2048438.1) for further details on the upgrade process.


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In this Document
 Table of Contents:
 I. Upgrading Configurator module - Technical Details.
 Technical Table Conversions:
 Configurator Tables:
 II. Upgrading Configurator module - Application Functionalities Overview.
 III - Configurator Information Center
 Features added on the Configurator module:
 IV. A Visual Overview On How To Configure An Item Using Configurator Module - Example given on application release EnterpriseOne 9.0 Tools Release 9.1.0

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