Bundling and Sales Order Processing: Revenue Recognition in Microsoft Dynamics 365 Finance, Part 5
In Part 4 of the Revenue recognition series, we reviewed Revenue price and Sales Order Processing. In this article, we are going to review bundle functionality: what a bundle is, how to set one up, and how to use it as part of Sales order processing. We will run through a very simple example to illustrate the functionality within the system.
Bundle items are the products that include two or more components. The setup for the bundle is the same as a bill of materials. BOMs have been used in the production module for a long time to group BOM components including versions, approval, and activation. Microsoft made the right decision to use this existing functionality for bundles rather than creating a new design all together.
In this article, we are using the bundle listed below to demonstrate the functionality:
- MG36201YR – is the parent item or Bundle item. It has following components:
- MG3620 – Canon Printer
- CAN1Yr – Cannon Printer 1 Year Service.
The components of the bundle can be regular item or service item. If the component is a Service item, in order to include the item as a component the model group for the service, the item must have the parameter “Stocked product” set to yes.
Here is how BOM item MG36201YR setup looks:
In order to flag the released product as a Bundle item, a new check box has been added on the released products form, and we need to set the check box to Yes.
Sales order creation and processing for Bundle item
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