Create commercial BOM and configure components to print in Acknowledgement, Delivery Note and Invoice Reports in X3V7

Create commercial BOM and configure components to print in Acknowledgement, Delivery Note and Invoice Reports in X3V7

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Create commercial BOM and configure components to print in Acknowledgement, Delivery Note and Invoice Reports in X3V7

In this article we are describing how to create sales kit (Commercial BOM) and configure which component of the final product will print in reports such as Order Acknowledgement, Delivery note and Invoice report.

We will take the example of a camera pack below to demonstrate this configuration:

Sales Kit for complete Camera Pack:

In this example the camera pack consists of the camera, memory card and bag.

Camera Pack will be the final product and rests are all components. Following are the product codes of each component:

  • ZCAMPACK –> Final Product
  • CAM-001 ->Camera
  • CAM-MEM-002 -> Memory Card
  • CAM-BAG-003   ->Camera Bag

The two screen shots below shows the configuration of the camera pack as the final product.

1

Make sure to check “Fixed kit” in the sales tab as shown below.

2

Create all components as shown in the following screens shot along with the product-site record.

3

4 5

After the products have been created successfully, then go to Commercial BOMs under Common Data block in landing page.

6

When creating BOMs set the code as commercial kit type.

 

Add all components in components product block. Component products can either be selected as “Normal” or “Option” based on requirement.7

The selections in following screen shot are important for reporting. Based on these selections the components will display in Order Acknowledgement, Delivery note and Invoice report. Here all selections are “Yes” so all components will print in the reports. Each line in the sales kit can be configured to print for different reports.

8

 

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Panni

Panni

Panni is an Alberta based technology consulting firm offering consulting services in Sage ERP X3, business intelligence, business collaboration, invoice automation to medium and large enterprises. Leveraging our deep industry knowledge and technical expertise, we help companies improve and optimize their business processes by creating technology-enabled business solutions.

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