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Loading Configurations

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

Loading Configurations in CPQs

Note

Only options with <decimal> = - and <price> = >0 in the configuration XML file are considered in the Configurations FastTab of the Calculation Worksheet page. Options with the value <decimal> = # are considered as AGCO standard configuration.

  • Configure the product using the manufacturer's configurator portal.
  • Download the configuration XML file to your local machine.
  • Open the Configure/Price/Quote List via the quick search (ALT+Q), and open the desired CPQ or create a new one.
    For information about creating CPQs, check the Creating a new CPQ section.
  • In the Lines FastTab, click on New > Configurator > Load Configuration(s).
  • In the Configurator List table showing all active configurators, select AGCO and confirm with OK.
  • In the Select your preferences dialog, select the AGCO manufacturer (Manufacturer) for which the configurator XML file should be imported.
  • Optional If the Vendor value is different from the set-up vendor, select it as well. 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.
  • Select the manufacturer (Manufacturer Code) and vendor (Vendor No.), if no default values were defined in the Configurator Setup beforehand.
  • 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 is loaded into a new calculation worksheet which is shown as a new line in the Lines FastTab.

Tip

For imports with Quantity = 0 in a line, the quantity is set to 1, so that the import is not stopped by an error message when calculating the List Price value. This action will not affect actual prices.

Tip

All imported configurations are also available in the Manufacturer Configurations table where the exact configuration of the product extracted from the configuration XML file is displayed after selecting an entry.

Loading Configurations in Purchase Orders

Note

Only options with <decimal> = - and <price> = >0 in the configuration XML file are considered in the Configurations FastTab of the Calculation Worksheet page. Options with the value <decimal> = # are considered as AGCO standard configuration.

  • Configure the product using the manufacturer's configurator portal.
  • 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 AGCO and confirm with OK.
  • In the Select your preferences dialog, select the AGCO manufacturer (Manufacturer) for which the configurator XML file should be imported.
  • Optional If the Vendor value is different from the set-up vendor, select it as well. 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.
  • Select the manufacturer (Manufacturer Code) and vendor (Vendor No.), if no default values were defined in the Configurator Setup beforehand.
  • 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 is loaded into a new purchase order for each imported service item.

Tip

For imports with Quantity = 0 in a line, the quantity is set to 1, so that the import is not stopped by an error message when calculating the List Price value. This action will not affect actual prices.

Tip

All imported configurations are also available in the Manufacturer Configurations table where the exact configuration of the product extracted from the configuration XML file is displayed after selecting an entry.

Loading Configurations in Calculation Worksheet Templates

Note

Only options with <decimal> = - and <price> = >0 in the configuration XML file are considered in the Configurations FastTab of the Calculation Worksheet page. Options with the value <decimal> = # are considered as AGCO standard configuration.

  • Configure the product using the manufacturer's configurator portal.
  • Download the configuration XML file to your local machine.
  • Open the Calculation Worksheet 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 AGCO and confirm with OK.
  • In the Select your preferences dialog, select the AGCO manufacturer (Manufacturer) for which the configurator XML file should be imported.
  • Optional If the Vendor value is different from the set-up vendor, select it as well. 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.
  • Select the manufacturer (Manufacturer Code) and vendor (Vendor No.), if no default values were defined in the Configurator Setup beforehand.
  • 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 is loaded into a new calculation worksheet in the Calculation Worksheet Templates table for each imported service item.

Tip

For imports with Quantity = 0 in a line, the quantity is set to 1, so that the import is not stopped by an error message when calculating the List Price value. This action will not affect actual prices.

Tip

All imported configurations are also available in the Manufacturer Configurations table where the exact configuration of the product extracted from the configuration XML file is displayed after selecting an entry.