Group Items and/or Hide Items

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Posted on by dkkipfer

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In Quickbooks Enterprise it is possible to setup Groups that include items under a single line Group name and description. It also gives the option to hide or print the line items that make up the group on sales transactions. Does similar functionality exist in BC to group items? If not, is there a way to control which line items print on a customer invoice? For example in QB, there is a setting that controls whether $0 line items print on invoices.

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jherder 5 on at

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RE: Group Items and/or Hide Items

Have these recommendations been implemented yet? Moving forward to implement BC might hinge on this kind of functionality that dkkipfer has described in this post. I also use for projects and need items categorized into groups on a SO with sub totals. And for lines to be included that have cost, but don’t show on the SO to the client.
dkkipfer 326 on at

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RE: Group Items and/or Hide Items

Thanks, I submitted this to the ideas site to be considered for the future.
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Marco Mels on at

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RE: Group Items and/or Hide Items

Hello,

Long responses are very good and highly appreciated as they give us background information. Thank you for that. Would you be willing to write a couple of lines on the ideas sites as this may be considered as missing functionality? The product group can then consider this to be part of standard Dynamics 365 Business Central.

Thanks.
dkkipfer 326 on at

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RE: Group Items and/or Hide Items

I would have to further explore assembly BOMs to fully understand their capabilities. We shied away from using assemblies in QB because of how rigid they were. Perhaps they are more flexible in BC? From my experience, assemblies were best used when the items that made up an assembly would never change in quantity or type. You also couldn't modify components of an assembly from a sales transaction (quote, sales order, etc.). This created all kinds headaches if there was any variation in the quantity or items used from project to project.

Prior to using groups we would add a "master" sales item with the same description and price from the customer's PO, and add the items used below it with $0 resale. Then there was a setting in QB that prevented $0 resale items from printing to invoices. The problem this created for us was that the sales income amounts for each item did not properly report out on the income statement for the project. For example, there was no way for us to separate out income for labor vs. hardware. Groups solved this by allowing us to hide the individual items that made up the group, while still capturing the income per item.

Sorry for the long response!
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MCarrero 774 on at

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RE: Group Items and/or Hide Items

Could you utilize an assembly BOM that would include all of the necessary components? I believe only the BOM description would show on the line, but you would need to try it to confirm my thoughts.
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Stefano Demiliani 37,166 Most Valuable Professional on at

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RE: Group Items and/or Hide Items

Actually I think you need to implement something custom (extension), there’s no a grouping of lines (like a treeview) as standard in an order but it’s something that could be possible with a custom implementation.
dkkipfer 326 on at

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RE: Group Items and/or Hide Items

Could you suggest any work arounds? It seems like this is a common use case if a business does project work. A customer issues a PO for a project as a single line item. I want the invoice we send to match their PO, but I also want to account for inventory items and labor that went into it without showing them what those items were.
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Stefano Demiliani 37,166 Most Valuable Professional on at

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RE: Group Items and/or Hide Items

There’s not this feature on BC now.