# ECOSIRE CPQ Configurator with SAP Business One: guided quoting

> Source: https://netray.co/stack/ecosire-cpq-configurator-sap-business-one
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: ERP Stack

## Short answer

The SAP B1 Quotation CPQ Configurator from ECOSIRE is an option-model configurator with requires and excludes rules and a live cost roll-up, which creates SAP Business One sales quotations and orders. ECOSIRE describes it as a Business One UDO and UDT add-on working through Service Layer. It suits small manufacturers selling configurable products who outgrow quotes built by hand.

## Erp

SAP Business One

## Erp Key

sap-b1

## On Prem

true

## Product

SAP B1 Quotation CPQ Configurator

## Vendor

ECOSIRE

## Category

CPQ

## Integration

**Method:** UDO and UDT add-on

**Detail:** Configuration models, options and rules are stored in Business One user-defined objects and tables, so the data stays inside the B1 database rather than in a separate system.

**Method:** Service Layer

**Detail:** The add-on creates quotations and orders through the Business One Service Layer REST API, which means standard B1 document validation, pricing and numbering apply to what is created.

## Data Flows

**From:** Business One item and price data

**To:** Configurator

**Data:** Items, price lists, costs, units

**Trigger:** Model setup and price refresh

**From:** Sales user

**To:** Configurator

**Data:** Option selections for a product

**Trigger:** Quote creation

**From:** Configurator

**To:** Business One

**Data:** Sales quotation or order lines with selected items and prices

**Trigger:** User confirms the configuration

**From:** Business One

**To:** Configurator

**Data:** Document numbers and status

**Trigger:** Document created through Service Layer

## Setup

### Confirm B1 version and database

**Detail:** Check the add-on's supported Business One versions and whether you run SQL Server or HANA.

### Inventory configurable products

**Detail:** List the products, their options and the rules between them, as the sales and engineering teams actually apply them.

### Create items for options

**Detail:** Decide whether options map to real inventory items, to non-inventory items or to a bill of materials, and create them in B1.

### Build option models and rules

**Detail:** Enter option groups, requires and excludes rules, and cost and price logic in the configurator.

### Set up a Service Layer user

**Detail:** Use a dedicated B1 user with only the authorizations needed to create quotations and orders.

### Test with real quotes

**Detail:** Re-quote 10 to 20 past orders and compare prices, costs and lines with the manual result.

## Pitfalls

- Rules that miss real-world constraints, letting sales users quote combinations engineering cannot build.
- Option items not kept in sync with the B1 item master, causing quotes that cannot be converted to production.
- Price lists changed in B1 while models hold stale costs.
- Quotation lines that do not map to a production bill of materials, forcing a rework at order stage.
- Service Layer sessions or licenses exhausted by integration calls.
- Upgrades of Business One breaking user-defined objects or add-on compatibility.

## Ai Layer

### Rule gap detection

**Description:** A private assistant compares won orders, production notes and rework tickets with the configurator rules, flags combinations that were sold but later rejected by engineering, and drafts rule changes for approval.

### Quote versus margin questions

**Description:** Ask which configured quotes this quarter were priced below target margin, and get the list from B1 with the query shown.

### Customer requirement to option mapping

**Description:** Given a customer's written requirements, the assistant suggests option selections for a salesperson to review in the configurator. It does not create documents on its own.

## Alternatives

- B1 quotation templates with item groups are enough for products with a short list of fixed variants.
- A full CPQ product is better when you need 3D, visual configuration or complex engineering rules.
- A spreadsheet-driven quote process may do while volumes are low, though it carries error risk.

## Faq

### Does it write to Business One safely?

**Answer:** ECOSIRE describes using Business One's Service Layer, which applies standard B1 validation. Still use a dedicated user with limited authorization, and test document creation in a non-production company database first.

### Where is the configuration data stored?

**Answer:** ECOSIRE describes the add-on as using Business One UDOs and UDTs, so models live in the B1 company database. That keeps backups simple, but it also means upgrades and company copies need testing.

### Can it create production orders?

**Answer:** The vendor describes quotations and orders. Whether a configuration results in a production bill of materials depends on how you model options as items, so confirm that with the vendor before you rely on it.

## Source

https://ecosire.com/apps/sap-business-one/sap-b1-quotation-cpq-configurator

## Search terms

sap business one cpq configurator, sap b1 product configurator, business one quotation configurator, sap b1 configure to order, sap business one service layer quotation, ecosire sap b1

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