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How to enable Product Proposal to work in CRM7.

Hi all,

We are looking into a solution in CRM7 to support displaying a list of the proposed items when user enters a BOM product on the Opportunity.

For example: The user would like to create an Opportunity with the Product A for 10 units. On the Opportunity header, after the user enters the Product A # and clicks on the Product Proposal option, system will display a list of the proposed items (including the associated components for the Product A). User will then select what component products that they want to place on the Opportunity.

I was told that if Product Proposal solution will work for the BOM product, but not sure beside having the product configured as a BOM, what else that we have to do to enable the solution to work in CRM. Any information/configuration that you can share is highly appreciated.

Also, do you know if the Product Proposal will work with opportunity in CRM7? I was told that it may only work with Quote and Sales Order.

Thanks very much.


Edited by: HANNAH BUI on Apr 9, 2010 7:07 PM

Former Member
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