How do I set up automatic BOM creation upon sales order generation from a quotation?

Overview

When creating quotations in metasfresh, you can take individual products that combined with each other make a new sales product, and turn them into quotation groups (generally also referred to as compensation groups). If your customer accepts the offer, you can simply convert the quotation into a sales order and get the shipment of the new product under way.

During the conversion, metasfresh will automatically create a bill of materials consisting of the combined manufacturing parts, immediately making the newly assembled sales product available for future orders without any extra work.

Steps

Add grouping product with a parent product category

1. Add a grouping product that serves to identify products as quotation groups.

   Note: Make sure the grouping product is activated for quotation grouping.

2. Set a parent product category for the grouping product’s product category.

   Note: The parent product category is required for categorizing the assembled sales product.

3. Make sure the parent product category has an individual document sequence.

   Note: This sequence is required for sequencing the bill of materials and the associated sales product.

Check for availability of a product planning schema

1. Open “Product Planning Schema” from the menu.
2. Open the entry provided there by default.
3. Make sure the field M_ProductPlanningSchema_Selector is set on Angebotsprodukt Plandaten Schema Selektor (Quotation product planning schema selector).
4. Don’t make any other changes!

Next Steps

• Automatically create a bill of materials consisting of the compensation group from a quotation by converting it into a sales order.

Example