28
The customer has enabled the Revenue recognition module. The customer isn't using revenue recognition but enabled it for the bundle functionality. They setup a bundle item, with two components included in the bundle. The bundle item and components all have a price agreement defined of bundle = 170, component 1 = 100, and component 2 = 90. They then go to a project and define the Item requirements for the project. The item requirement is the bundle item. They choose to Explode the BOM.

The result is that the components are added but with the prices of 100 and 90, rather than prorating the bundle amount of 170 across the items. If the bundle item is added to a SO directly and the SO is confirmed, then the price is correctly allocated to the component lines.

Business scenario:
The customer will be using both Sales orders and Projects to deliver their products to their customers. A lot of the products they offer are also offered in kits and we will use the bundle functionality to sell those kits as one item with a trade agreement price set against the bundle item.
The components contained within the bundle on the bills of material may also be sold individually and will also have a trade agreement price.
The customer will not set a base sell price on the item card.
Either a sales quotation or a project quotation will be used and progressed through the stages to be either a sales order or a Project with item requirements and related sales order.
We have tested through the behavior for the bundle when progressing from a sales quotation through to the sales order and can see when the sales order is confirmed that the bundle item is shown on the confirmation to the customer and the sales order lines are updated to include the components from the active bills of material with the bundle price correctly apportioned across the lines and the picking list and delivery note have the components shown.
The invoice is then raised for the bundle item and the correct price is shown on the invoice.
The issue arises when the bundle item is transferred from a project quote to an item requirement and the picking list must be generated for the components with the bundle item bill of material.
As we cannot confirm a project related sales order, we have tested using the ’explode BOM’ function from the item requirement line which removes the bundle item and replaces it with the components from the bills of material however the price for these components are coming from the trade agreement rather than being apportioned from the bundle price.
When raising the invoice to the customer the bundle item does not show and the components and instead the components are visible on the invoice proposal with the wrong prices.
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Beatriz Nebot Gracia,

Program Manager, Microsoft.

Comments

S

This is an important function required for efficiency for the customer. Without this functionality the customer will be unable to use the bundle items on a project quotation and item requirement (sales order)

Category: Product Information Management

S

This is an important function required for efficiency for the customer. Without this functionality the customer will be unable to use the bundle items on a project quotation and item requirement (sales order).

Category: Product Information Management

S

This is an important function required for efficiency for the customer. Without this functionality the customer will be unable to use the bundle items on a project quotation and item requirement (sales order).

Category: Product Information Management

S

This is an important function required for efficiency for the customer. Without this functionality the customer will be unable to use the bundle items on a project quotation and item requirement (sales order)

Category: Product Information Management