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Former Member

Sales Quotation and Order - Item Master with Dependencies

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

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2 Answers

  • Best Answer
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    Former Member
    Sep 04, 2008 at 03:40 AM

    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

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    Former Member
    Sep 05, 2008 at 07:33 PM

    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.

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