Sales Kit Process Flow

[Former Member]

A single selling unit comprising of various components is called a sales kit. The various component of the sales kit are called sales kit item.

By reading this document you will see an example on how you can set this scenario on your system, how you will execute it, some common issues which you may face.

1. Master Data
2. Executing the Scenario
3. References
4. Common Issues

1. Master Data

1.A Create a Sales Kit

Create a sales kit in the Product and Service Portfolio work center by choosing the New Sales Kit common task. The sales kit you create here is the parent item which will be sold to the customer.

1. B Add sales kit item

a. In the Product and Service Portfolio work center navigate to the Sales Kit Item List view.
b. Click New and select Sales Kit Item List.

c. Add products, quantity save it

d. Activate the sales kit item list

Note :

• You can also create a sales kit item list while creating the sales kit.
• Only one active sales kit item list can exist for a single sales kit.
• Service product will not be available for selection as kit item.
• There is no limit of sub-items that can be added to a Sales Kit.
• You cannot add a Sales Kit into a Sales Kit item. (only single explosion is supported).

2. Executing the scenario

2. 1  Create a sales order with a sales kit as a line item and release to customer demand.

2. 2 Release from customer demand.

Note :

• You can release the confirmed schedule lines only for the sales kit and not for individual sales kit items.
• Forced confirmation, cancel confirmation , Temporarily Switch Off Complete Delivery, Check availability action is available only for the sales kit and not for individual sales kit items.

2.3 You post the goods issue in one step directly or use the task support, the outbound delivery is processed.

2.4 Create and release the customer invoice document.

3. References

the Help Center you can find the following document which can be followed when setting or executing this scenario:

Sales Kit Quick Guide

Sales Kit Process Flow

Create a Sales Kit

4. Common Issues

Following are the scenarios currently not supported with sales kit item

1. Project Stock order.

2. Third party Order.

3. Intercompany scenario.

4. Sales kit is also not supported for purchasing.

5. Price (E. g. Discount) and Tax are relevant only on sales kit header.

6. Reason for rejection is disable for sub-items.