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Microsoft Dynamics CRM (Archived)

Can't add Bundle to Quotes.

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Posted on by 7,396 User Group Leader

Hi,

I'm not able to add Bundles to Quotes. In fact, I have required as well as optional products to bundles. Where I have all products as optional, I'm able to add that bundle. But when I have required Products in the Bundle, it gives me the error "You can't delete this bundle item because it's a required product in the bundle." Wheres I'm just trying to add bundle with required products in them.

Kindly help. The screenshot is as below:

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I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi Priyesh:

    Can you please provide a screen shot of your Bundle that you created.

    Please use the Bundle form for the screen shot.

  • AaronRic Profile Picture
    10,035 on at

    Is this on CRM Online? If so, can you provide the exact steps to reproduce this behavior?

  • Priyesh Profile Picture
    7,396 User Group Leader on at

    Hi,

    Above is the Bundle that I was trying to include in the Quote. It has one product that is required in the bundle. Only when I have all the products 'Optional', I am able to add the Bundle to the Quote.

    Kindly help. 

  • Priyesh Profile Picture
    7,396 User Group Leader on at

    Hi,

    Yes. It is CRM Online I'm working on. The exact steps areL

    1. Creating a bundle.

    2. Adding a Product to a Bundle.

    3. Activating the Bundle.

    4. Creating a Quote.

    5. Selecting PriceList in which the Bundle and Product both reside.

    6. Adding the Bundle to the Quote.

    Then, when I add the Bundle, I get the error which I mentioned.

  • Aileen Gusni Profile Picture
    44,524 on at

    Priyesh,

    What is your Product status currently?

  • Community Member Profile Picture
    on at

    Hi Priyesh:

    Can you tell me if there is a Price List for the bundle and are all the Products with in the bundle have a price list.

    Is everything Published ie active.

    My thoughts is you don't have a Price List for the Bundle it self.

  • Priyesh Profile Picture
    7,396 User Group Leader on at

    Hi,

    Both Product Bundle and the only Product (required one) in that bundle is in Active state.

  • Priyesh Profile Picture
    7,396 User Group Leader on at

    Hi,

    Everything is Active, both, Bundle itself and the only product in it (which is required) is Active.

    Also they both are in the same PriceList.

  • AaronRic Profile Picture
    10,035 on at

    Hi Priyesh,

    I tried reproducing this but was unable to. If possible, can you create a test scenario that you can reproduce with test product, bundles, etc... and exact steps to reproduce? If not, you would need to create a case with support to have an engineer assist with capturing and reviewing platform traces.

  • PEj Profile Picture
    on at

    Hi Priyesh,

    did you find the problem, i'm getting the same error on premises ( opportunity's )

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