How SAP B1 Quotation CPQ Configurator connects to SAP Business One
UDO and UDT add-on
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.
Service Layer
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.
What data moves
| From | To | Data | When |
|---|---|---|---|
| Business One item and price data | Configurator | Items, price lists, costs, units | Model setup and price refresh |
| Sales user | Configurator | Option selections for a product | Quote creation |
| Configurator | Business One | Sales quotation or order lines with selected items and prices | User confirms the configuration |
| Business One | Configurator | Document numbers and status | Document created through Service Layer |
Setting it up
- 1Confirm B1 version and databaseCheck the add-on's supported Business One versions and whether you run SQL Server or HANA.
- 2Inventory configurable productsList the products, their options and the rules between them, as the sales and engineering teams actually apply them.
- 3Create items for optionsDecide whether options map to real inventory items, to non-inventory items or to a bill of materials, and create them in B1.
- 4Build option models and rulesEnter option groups, requires and excludes rules, and cost and price logic in the configurator.
- 5Set up a Service Layer userUse a dedicated B1 user with only the authorizations needed to create quotations and orders.
- 6Test with real quotesRe-quote 10 to 20 past orders and compare prices, costs and lines with the manual result.
What usually breaks
- !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.
A private AI layer across both systems
Rule gap detection
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
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
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.
Try it here, free
SAP B1 Implementation Cost Calculator
Enter users, rates and effort days to see first-year and three-year SAP Business One cost, using your own partner quotes.
When something else fits better
- 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.
Frequently asked questions
Does it write to Business One safely?
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?
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?
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.
Pairing documented at ecosire.com/apps/sap-business-one/sap-b1-quotation-cpq-configurator . SAP B1 Quotation CPQ Configurator is a product of ECOSIRE; Netray is independent and not affiliated with either vendor.