Sales Quotation and Order - Item Master with Dependencies

[Former Member]

New user and customer of B1

Trying to create a sales quotation in which a sales item requires several other variable items to be included to create a valid order, as well as allowing for the inclusion of optional items.

For instance:

Item1, must include

Item2, Item3, or Item4

Maint1

and Services1

and optionally include

Item2, Item3, and/or Item4

This may be a basic question, but it certainly has stumped me.

thanks in advance, m2

[Former Member · Accepted solution]

Hi Mark,

For the "Must" items, you can create BOM. For optional items, add them as individual.

If you need more strict rule then it may need SP_TN.

Thanks,

Gordon

[Former Member · Accepted solution]

Please Use a Sales BOM and give the Child items you required and than put a Sales Order ,need feed back

Mohamed Zubair

[Former Member]

Thank all. The automated way of doing this invloves a stored procedure. We are going to use a jellyware procedure (i.e. train the human) and if that doesn't work so well, then perhaps do the sp-tn.