Can't add Bundle to Quotes.

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Posted on by Priyesh

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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Community Member on at

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Hi Priyesh:

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

Please use the Bundle form for the screen shot.

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AaronRic 10,035 on at

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

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Priyesh 7,396 User Group Leader on at

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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.

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Priyesh 7,396 User Group Leader on at

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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.

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Aileen Gusni 44,524 on at

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Priyesh,

What is your Product status currently?

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Community Member on at

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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.

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Priyesh 7,396 User Group Leader on at

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Hi,

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

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Priyesh 7,396 User Group Leader on at

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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.

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AaronRic 10,035 on at

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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.

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PEj on at

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Hi Priyesh,

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

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