For Specific Customer if we add Part A to SO then BC always add Part B and C

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Posted on by MahGah

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We have one specific customer than when we sell them Part A they want us to send them Part B and C as well. This is only for this customer. Is it any out of the box function in BC that we can define this logic? Like when we create SO for this customer and add part A then BC add part b and c with the same QTY?

I know we can create an assembly item and explode that in SO but we are trying to avoid creating new item.

Thanks

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Inge M. Bruvik 1,105 Moderator on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

You should check out if the recurring sales lines could help you with this:

docs.microsoft.com/.../sales-how-work-standard-lines

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MahGah 15,529 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Hi Inge

Thank you for the link. My challenge is recurring is useful for limited items. In our case we have more than 100 items and each has a different item related to them. Also, customer can order combination of those 100 items.

I mainly thinking that if I can define relationship between items and customer and say when A order add B,C and etc.

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Hi, I still recommend the Assembly Bom.
You can also add some convenient customizations, such as letting users select Assembly Bom on SO, and automatically adding lines to Sales Lines after selection.

Or, is it possible to use the Item Substitution feature as well. Probably this also requires some customization, but this feature can associate items without creating new one.

More details: https://yzhums.com/9342/

Hope this will help.

Thanks.

ZHU

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MahGah 15,529 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Thanks Zhu

My hesitation was that assembly item or development are the only way to go. Thanks again

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Alfredo_Iorio 1,262 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Hi.

Have you considered Blanket Sales orders?

The requirement to include certain items by default in a sales order looks like a sort of commercial agreement with your customer.

If yes, you can create a blanket sales order with the three items in the lines and call out from the blanket order when creating new sales orders that include item A.

As Zhu suggests, there is no standard functionality to add items by default to a sales order unless you create a new SKU and use the 'Explode BoM' in the sales lines.

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Inge M. Bruvik 1,105 Moderator on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Well if you don't want to use the standard lines, the BOM or the blanket order. Then you walk into customization land where you of course can do all kind of fun stuff.

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MahGah 15,529 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Thanks NorthW yzhums Alfredo Iorio

For development what is your suggestion here? What is the best and most flexible method? Create a new page to define a relationship such as customer/item/addintion item or add anything to customer card or item card?

Thanks

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Alfredo_Iorio 1,262 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

I would create another page.

Something similar to the item cross-reference table.

A new table 'Customer/ complimentary Items.'

The fields of this new table could be: Customer No., Item No. , if the item is a 'Parent' or 'Child', Quantity(Base) and, maybe, valid-from and valid-to date.

You will define a combination of customer/ parent items and minimum quantities that trigger the addition of the child items and their quantity when the parent item is added to the order.

I cannot help you with the code. But from a solution point of view, that could be a starting point.

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MahGah 15,529 on at

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RE: For Specific Customer if we add Part A to SO then BC always add Part B and C

Thanks Alfredo

That is all I needed. Just the best design. I appreciate your help

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