123

D365FO supports bundles (see https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/rev-rec-bundles). But the functionality is too limited:

  • No bundle lines in CustConfirmTrans, CustPackingSlipTrans, CustInvoiceTrans (only bundle components are stored here).
  • After deleting a sales order, the invoice shows bundle components instead of the bundle, since it is not journalized
  • The delivery note does not show the bundles only bundle components. Customer knows only the itemid of bundle
  • It is not possible to send out EDI messages for bundles. The data entities will only show bundle components
  • Posting Delivery notes does not check for valid quantities. Only posting of invoices is checking quantities.
  • You cannot change the quantity or the price of a bundle sales order line after it has been expanded
  • Distribution of bundle price to the components requires a sales price in the itemtable for every bundle component. Option to use cost price instead is needed
  • No support for credit notes and return orders. This would require the above mentioned trans records.
  • Missing synchronization of bundle field in Intercompany orders
STATUS DETAILS
Under Review
Ideas Administrator

Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.

Comments

S

Even with the current available functionality, we have clients that are using the (revenue recognition) bundles to meet requirements on "sales kitting". So with the deprecation & removal of the revenue recognition module announced, the minimum we would like to see is carrying forward the bundles functionality and keeping it in D365 (SCM?).

Category: Sales and marketing

S

Just posted another idea in this section regarding bundles that can be partially released to the warehouse or picking list generated for partial bundle lines. This is a huge problem as the system prevents you from releasing the remaining bundle line once stock arrives. Requires a customization to fix this per Microsoft support.

Category: Sales and marketing

S

Definitely disappointed the explosion of BOM is not until confirmation time. We need more pricing options - currently only takes Parent price and allocates to lines. We needed the opposite and had to customize... we want the header price to be a roll up of the component pricing, with individual discount trade agreements applied to each child independently. Also, some children in the bundle need to have revenue deferred, which I can't see how that will be done using new Subscription billing module.

Category: Sales and marketing

S

Agree. I think not being able to change price or discount is a very big one. Currently the only solution is delete and recreate line if we want to change price or discount and that means ATP will be broken. And why you see lines on order only after confirmation? Customer service is complaining about it. We have told them to go to product and check but that is few clicks. Also I understand bundles functionality doesn’t work with commerce currently.

Category: Sales and marketing

S

Also an on-hand view for bundles would be useful. Today is possible only to see inventory quantity for components

Category: Sales and marketing