Experlogix Parameters

Configurator URL

Specifies the URL to launch the Configurator from configurable entities in Microsoft Dynamics 365 F&O.

Connection ID

Specifies the Connection ID derived from the string on the Admin Center Integrations Connections Tab.

Deactivate conflicting bom version

If Yes, when a new BOM is active, any BOMs of the same version are deactivated.

Deactivate conflicting route version

If Yes, when a new route is made active, any routes of the same version are deactivated.

Allow queries

Indicates in queries against the host Microsoft Dynamics 365 F&O environment are permitted. Options include:

• Allow all

• Off

User ID

States the user that changed the 'Allow queries' field/setting.

UTC Timestamp

Displays a timestamp for the last time the query settings were altered.

Integration API URL

Specifies the URL used to issue requests to the Integration API

Token Service URL

Specifies the URL used to issue requests to the Identity API

Integration Client Id

Specifies the ClientID associated with the integration. This value comes from the Manage Client Id page in Admin Center.

If this value and Integration Client Secret are present and neither Integration User Name or Password are present, grant type client_credentials is used for authentication.

Integration Client Secret

Specifies the Client Secret associated with the integration. This value comes from the Manage Client Id page in Admin Center.

If this value and Integration Client Id are present and neither Integration User Name or Password are present, grant type client_credentials is used for authentication.

Integration User Name

Specifies the user name used by the integration. This must match the service account user name used for the Admin Center.

If either this value or Password is present, grant type password is used for authentication.

Password

Species the password used by the integration. This must match the service account password used for the Admin Center .

If either this value or Integration User Name is present, grant type password is used for authentication.

Intercompany processing

If Yes, allows the Cloud Connect processor to create information in multiple Companies in the same Process Document.

Copy quote to order

If Yes, when generating a sales order from a quote, any configurations on the quote are copied to the sales order automatically.

Creating a sales order from a quote is standard Microsoft Dynamics 365 F&O functionality. Experlogix simply uses this action as a trigger for copying configuration data if the Copy quote to order parameter is set to Yes.

Create a Sales Order from a Quote

1.

On the configured quote, select Send quotation from the Generate section of the Quotation ribbon.

2.

Select all sales order lines.

3.

From the Generate section of the Follow up ribbon, select Confirm.

4.

Select the relevant lines you want to copy.

5.

Select OK.

Log records are generated for the copy sales quote to order process. They can be viewed in the logger.

Read

Controls the behavior on a read action in the Process Document. Options include:

• Read: Queries the database and reflects any changes in the Process State.

• Exists: The system does not pull all the record data, it simply checks if a record with that primary key exists in the database. Use this when you only need to know if the record exists, not what’s in it.

• Skip: Ignores the read action all together and moves to the next action. Use this to speed things up when you’re sure you don’t need to read or check anything.

Process in batch

If Yes, it allows sufficiently large configurations to be batched and processed asynchronously.

Batch group

Specifies which group configuration batch jobs are assigned to.

Batch transaction split threshold (sec)

After this number of seconds, the batch process will commit the transaction and start a new one. This will only occur on detail level of a master-detail relation when the master process entity has "Batch transaction split" enabled.

Calculate sales order totals

If Yes, Microsoft Dynamics 365 F&O calculates the sales order total after adding a sales order header record.

Calculate sales quotation totals

If Yes, Microsoft Dynamics 365 F&O calculates the sales quotation total after adding a sales quotation header record.

Configuration variable value versioning

If Yes, creates a new version of the variables and values every time data get saved to the Experlogix Item Config table.

Allow automated processing

Specifies whether or not automatic BOM Route Generator processing is done after a save and close of the Configurator. Must be set to Yes in order for the BOM Route Generator to function.

SETUP

BOM value type

Specifies the type by which the link between the BOM line and the BOM values will be defined. Options include:

• Item

• Line number

• Position

Step size increment

Specifies the value by which the new lines on the BOM and/or Route value form will increment.

RUNTIME

Employee for approval

Specifies the user that serves as an approver for BOMs and routes.

BOM Number Sequence

Specifies the number sequence used when the BOM Route Generator creates new BOMs.

Route Number Sequence

Specifies the number sequence used when the BOM Route Generator creates new routes.

Activate BOM Version

Allows the administrators to control whether the BOM Route Generator automatically activates newly created BOM Versions during generation. The default value is No.

Activate Route Version

Allows the administrators to control whether the BOM Route Generator automatically activates newly created Route Versions during generation. The default value is No.

Allow auto processing this company

If Yes, on a successful save and close of the Configurator, the BOM Route Generator triggers automatically.

Allow intercompany auto-processing

If Yes, triggers the BOM Route Generator when an intercompany sales order is created in this company.