Hello, is it possible to exclude kit and kit components from a fair value price allocation? I am not seeing a way when auto expansion for revenue management is checked for a kit.

What's your goal here? Typically you use auto-expansion because you want components to be included in allocation. Do you want the kit to allocate to components but not with anything outside of the kit?

thats correct

I don't believe that is possible if you have a kit and other things on the same arrangement. The choice to allocate or not is binary, you can't have two different allocation pools on the same arrangement.

ok. could I do this allocation among 3 non-inventory items? where the former kit parent gets $0 of allocated revenue

If you have 'auto-expand for revenue' checked, the kit parent ought to get $0 anyway.

unfortunately netsuite won't allow mixing and matching of exclude and normal on kit and kit components

I mean the other items sold alongside the kit

got it. do you think there would be a way to automate the allocation without manually intervening?

I'm not sure what you mean. You can either set up FV prices so it allocates the way you want automatically, or you can manually override calculated FV, but either way it's still allocating.

one of the items is sold separately but we need to allocate a portion to pay back to a partner

For the item sold separately, I don't think the allocation can handle that scenario. FV and allocation behavior is configured per item and doesn't allow the same item to be treated differently in different situations.

possibly. so say the item is sold at $2,000. we need $1,600 to go to the cogs expense account. the remaining $400 would go through the normal revenue allocation process

I don't see a good way to do that.

Catherine, I have one more question. Is it possible to have an item sold to increase the expense account and decrease deferred revenue?

try revenue allocation groups. They can be defined on the item itself but if your item will not be part of 1 single group all the time then i suggest pulling that field onto the sales order line. That way all items within a group will only allocate with each other, disregarding any other allocation group which might be on the same transaction. So you can have a sales order with 10 lines First 5 lines are Allocation Group A Next 5 lines are Allocation Group B Group A lines will allocate amongst themselves and so will Group B without allocating between the 2 groups ( make sure to use a group sum formula in FVP)