Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Product Bundles for Sales in Microsoft Dynamics 365 Supply Chain Management
Posted on: August 19, 2024 | By: Maya VanderWoude | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing
In Dynamics 365 Supply Chain Management (Dynamics 365 SCM), product bundles allow you to group multiple items together for sales purposes. These bundles function as a sales kit and can be used to conveniently group common items on a sales line. If you’re running Supply Chain Management version 10.0.36 or later, here’s how you can set them up:
1. Enable the Bundle Feature:
- Go to System administration > Workspaces > Feature management.
- Filter for the feature named Product bundle and enable it.
- Note that if Revenue Recognition is enabled, this feature will not be available
2. Configure Bundles:
- Open the “Released product details” page for the item you want to bundle.
- Under the “General” FastTab, set the “Bundle” flag to “Yes”.
- Create a Bill of Materials (BOM) for the released product, similar to a kit and its components.
- Approve and Activate the BOM for the item.
3. Order Entry for Bundles:
- Once your bundle items are configured, add them to a sales order for picking and packing.
- Only add the parent item, then ‘Confirm’ the Sales order to pull in the components
- The parent item is the only item visible on external documents – the individual components are only visible on internal documents.
- The bundle price is calculated as the sum of the required products in the bundle.
4. Picking and Packing Bundles:
- When fulfilling orders, you have visibility to pick and pack the individual components of the bundle, not the parent item.
5. Invoicing Bundles:
- Invoice the bundled items as a single unit.
- Revenue is posted for the individual components, not the product bundle item.
Next Steps:
