# Infor CPQ with Infor SyteLine: Configurator in Order Entry > Source: https://netray.co/stack/infor-cpq-configurator-infor-syteline > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Stack ## Short answer Infor CPQ is a rules-driven configurator that SyteLine opens from order entry when you enter a configurable item. The user selects features and options, the rules validate the combination, and the result returns to SyteLine to create the order line. Rulesets map to SyteLine configurable products, which are also used for Infor VISUAL in the same family. ## Erp Infor CloudSuite Industrial (SyteLine) ## Erp Key syteline ## On Prem true ## Product Infor CPQ (Enterprise Configurator and Quoting) ## Vendor Infor ## Category CPQ / product configurator ## Integration **Method:** Native application-level integration **Detail:** Per Infor's documentation, the configurator is launched from the SyteLine order entry forms. The ruleset is tied to the configurable product in SyteLine, and the validated feature and option data returns so SyteLine can build the order line. ## Data Flows **From:** SyteLine order entry **To:** Infor CPQ **Data:** Configurable item and context such as customer and quantity **Trigger:** User enters a configurable item on an order line **From:** Infor CPQ **To:** SyteLine **Data:** Selected features and options, validated by the ruleset **Trigger:** User completes the configuration **From:** SyteLine **To:** SyteLine **Data:** Order line, and the item and bill of material structure created from the configuration **Trigger:** Configuration returned and order line saved ## Setup ### Choose configurable products **Detail:** Pick the product families that justify rules: many options, frequent invalid combinations, or heavy engineering review on quotes. ### Model features and options **Detail:** Capture the feature and option structure with engineering, including dependencies, exclusions and defaults. ### Build the ruleset **Detail:** Create the rules in the configurator for validation, derived values and any pricing logic that belongs in it. ### Map to SyteLine configurable products **Detail:** Link the ruleset to the configurable product so that order entry launches the right configurator for the item. ### Align the BOM and routing outcome **Detail:** Check that the item, BOM and routing that SyteLine builds from a configuration match what manufacturing actually needs to build. ### Test with real orders **Detail:** Replay historic orders and edge cases through the configurator and compare against the manually configured result. ### Train order entry and engineering **Detail:** Decide who owns rule changes and how new options get released. ## Pitfalls - Rules that mirror tribal knowledge but not the actual BOM, so the order is valid in the configurator and unbuildable in production. - Changing an option in a ruleset does not update open orders already configured, which creates mismatches on the shop floor. - Pricing logic split between the configurator and SyteLine price lists leads to quotes that do not match invoices. - Too many one-off configurations create new items and BOMs that bloat the item master. - No owner for the rules, so every product change becomes an IT ticket. ## Ai Layer ### Configuration history questions **Description:** Ask which option combinations are ordered most, which are rejected or reworked after order entry, and where the rules and the shop floor disagree, answered from order and job data in SyteLine. ### Rule change impact summary **Description:** Before a ruleset change goes live, draft a summary of which open orders and quotes would be affected, for an engineer to review. ### Spec to configuration drafting **Description:** Turn a customer spec or RFQ into a proposed set of options for a salesperson to confirm in the configurator, never writing the order without review. ## Alternatives - Use plain SyteLine item variants or kits if options are few and combinations are simple. - A third-party CPQ product may fit better if you need deep CRM quoting, 3D visualization or a dealer portal. - An engineering-led quote process with standard templates is enough when configurations are rare. ## Faq ### Is Infor CPQ separate from SyteLine? **Answer:** It is a separate configurator application that integrates with SyteLine order entry at the application level. Infor documents it as part of the CloudSuite Industrial solution, with rulesets mapped to configurable products. Licensing and deployment details should be confirmed with Infor for your environment. ### Does it work with Infor VISUAL too? **Answer:** Infor's documentation lists it for both CloudSuite Industrial and VISUAL. The mechanics differ by ERP, so verify the specific forms and setup for the one you run before planning the project. ### Who should own the rules? **Answer:** Ideally product engineering, with sales and manufacturing review, since the rules define what can be sold and built. If only IT can change them, product changes slow down and people start working around the configurator. ## Source https://docs.infor.com/csbi/2025.x/en-us/csbicslib/csbi_solution_overview/ycf1587406749990.html ## Search terms infor cpq syteline configurator integration, syteline product configurator, infor enterprise configurator, syteline configurable item order entry, infor visual configurator, syteline cpq --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json