Update a sales kit components on an order line

We clear the “Allow Component Changes” in the kit config, so that users can’t change the parts during entry.

But if we make a change to the SK’s BOM, we want open orders to use the updated BOM.

Can you force an update of a sales kits components on an order line?

You may need to delete the line and add it back…

Brad

I’ve ran into this recently as well. I need to remove the line and re-add
it, otherwise it’s all messy. Pick list gets goofy, pack slip, invoice,
etc etc.

Andrew Fagan
Sonas Group, LLC
617-335-0505
afagan@sonasgrp.com

Our order entry people have issues doing that. A lot of times our orders are structured with lines referencing the lines that follow in the order.

If Line 3 was for the Sales Kit, related to line 1, deleting it and re-adding it makes it a new line at the end of the order.

And some customers get picky when the lines on the order are re-arranged, and no longer match with their PO.

What might work, is changing it to another SK P/N, and then changing it back. The SK part (the parent) retains its order lines. The SK’s component’s lines get deleted, and new ones added to the end of the order. But these still relate to the SK parent line number.

We have similar requirements for some of our customers. What we ended up doing was making a UD field for customer PO Line. Then we sort our reports based on the UD field instead of the sales order line.

That may not be an option for you as there’s quite a bit of work involved, but I thought I’d share.

If you change it to a part and then change it back, keep an eye on the components. We’ve had some wonky behavior doing that on 10.1.500.16.

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Yes. I warned out people to check all the fields on the Line and Release(s). Things like Selling price will reload from the Part Master.

FWIW - we don’t maintain Selling Price in the PM. So Part Number changes on lines always revert back to $0.00