Bundle Example

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Bundle Example

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In this example, RevPro is expected to split one sales order line into three children lines that fall into different product categories.

To achieve this goal, the following actions are required:

  1. Three POB templates are created for the three children lines. For information about how to create POB templates, see Create POB Template.children-line-pob.png

  2. The advanced assignment rule is created and associated with each POB template.
    The following graphic shows the rule that is associated with the Maintenance_OverTime POB template.POB-rule-maintenance.png
    This rule has “ Product Category = Maintenace” as the criteria when you click the button in the Actions column and it is also the parent line.maintenance-criteria.png
    The other two rules associated with other POB templates have “ Product Category = Services” or “ Product Category = Licenses” as the criteria.
    For information about how to define POB assignment rules, see Define POB Assignment Rules.
  3. Create a bundle template. In the Field Mapping tab, enable the Bundle Cfg Item Num and Product Category fields as the bundle criteria.
  4. In the downloaded bundle file, fill in the data as follows and then upload the bundle definitions to RevPro.

    Bndl Cfg Valid From

    Bndl Cfg Valid Until

    Parent Item Num

    Sell Price Split Type

    Sell Price Split Val

    List Price Split Type

    List Price Split Val

    Bndl Cfg Quantity

    Bndl Cfg Duration

    Bndl Cfg Item Num

    Product Category

    01/01/2019

       

    PCT_OF_SP

     

    PCT_OF_LP

     

    1

     

    101

    Maintenance

    01/01/2019

     

    101

     

    60

     

    60

    1

    12

    102

    Licenses

    01/01/2019

     

    101

     

    40

     

    40

    1

    12

    103

    Services

As a result, after a sales order line is uploaded to RevPro as one single parent line, the sales order line is split into three lines in the Workbench as shown in the following graphic.

bundle-rc-example.png

 

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