Is there a way to achieve this? Be able to change...
# general
l
Is there a way to achieve this? Be able to change the components in the sales transactions like Item Groups AND Be able to set the price at the bundle level and not at the individual components like Kits Note: Without using Assembly Items Use case: We offer beverage packages that vary per sales transaction. We can't have one package for every sales transaction. That's a lot.
a
Will you potentially have multiple “packages” on a sales order? Or just 1 package per SO?
l
Generally 1 from what I know
a
You might be able to use a workflow to add a line item to the SO for the "charge" of the package, then the actual items you ship on there at $0, but it will drive the shipping portion
l
Ohhhhh I just thought of that about an hour ago. I was just thinking about the impact on ARM which I can test
a
Like create a Non-inv or other charge item called "Package" at then someone adds all the items to ship at $0, and your workflow uses the Create Line acton to add the "Package" line at the top and use a saved search to populate the price for it
something like that maybe?
l
That makes sense. I think the users themselves can add manually the Other Charge item because the price isn't equal to the sum of the components' price anyway. I'm just curious when you said populate the price via a saved search. Is that possible via a workflow?
a
yes (kind of). The way I do it is I create a saved search that will sum up the price using whatever criteria you want. (like the sum of Base Price for all components on the SO). Then use that saved search to source a header field on the Sales Order. Then use that custom header field to source the Amount field on the line that you are adding with the create line action
l
Ohhh that makes sense. Great idea. Thank you.