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An admin has a requirement within a specific bundle to ensure that Product 8 is automatically selected when the user selects Product
Requirement Overview:
When Product A is selected, Product B should be automatically selected within the bundle.
The admin created a Product Rule, but it fails to trigger immediately.
Key Mechanism:
The Apply Immediately checkbox ensures that the Product Rule executes as soon as the parent Product (Product A) is selected. Without this, the rule may not fire until additional actions (e.g., clicking Calculate) occur.
Steps to Resolve:
Navigate to the Product Option record for Product A.
Set the Apply Immediately field to True.
Save and test the configuration by adding the bundle to a Quote.
Justification:
'Apply Immediately' is required for Product Rules to trigger instant actions, ensuring dependencies like auto-selection are respected without delay.
Universal Containers has a bundle with many Features. In one of these Features, Feature A, all Product Options share the same Discount Schedule.
How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?
Requirement Overview:
Universal Containers wants to aggregate the quantities of all Product Options in Feature A to determine the Discount Tier.
Key Configuration:
Assign the Discount Schedule to the Product Feature itself.
Enable the Cross Orders checkbox to aggregate quantities across multiple orders or contracts.
Steps to Configure:
Navigate to the Product Feature record for Feature A.
Set the Discount Schedule field to the appropriate Discount Schedule.
On the Discount Schedule, check the Cross Orders box.
Validation:
Add multiple Product Options from Feature A to a Quote and verify that their quantities are aggregated for discount calculation.
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
Requirement Overview:
Universal Containers wants the Shipping Plus product to appear at the top of the Product Selection list.
Key Configuration:
The Sort Order field determines the sequence of Products in Product Selection.
Products with lower numerical Sort Order values appear at the top.
Steps to Configure:
Navigate to the Product Record for Shipping Plus.
Set the Sort Order field to the lowest available value (e.g., 1).
Save and test the configuration in the Product Selection screen.
Validation:
Ensure that Shipping Plus appears at the top of the Product Selection list.
Universal Containers has two products:
* C-STOR-L, which Is a Large Storage Container.
* C-LID-L, which is a Lid for a Large Storage Container.
These are Product Options within the same bundle. C-STOR-L is required before C-LID-L is selected in the bundle. The admin wants to create an Option Constraint.
Which field should C-LID-L be stored in to meet this requirement?
Requirement Overview:
The C-LID-L product (Lid) should only be selectable if the C-STOR-L product (Container) is included in the bundle.
Key Configuration:
The Constrained Option field identifies the dependent option in an Option Constraint.
In this case, C-LID-L is the constrained option.
Steps to Configure:
Navigate to the Option Constraint record.
Set C-LID-L as the Constrained Option.
Set C-STOR-L as the Constraining Option.
Validation:
Add the bundle to a Quote and verify that C-LID-L is only available when C-STOR-L is selected.
Universal Containers (UC) builds Quotes that can be delivered to multiple locations using a Quote Line Group f each location. UC wants to split orders by delivery location automatically.
How should the consultant meet the requirement?
Requirement Overview:
Automatically split Orders by delivery location based on Quote Line Groups.
Key Configurations:
Order by Quote Line Group: Ensures that each Quote Line Group generates a separate Order.
Ordered Field = TRUE: Triggers the creation of Orders for the Quote Lines.
Steps to Configure:
Ensure the Order by Quote Line Group field is checked on the Quote.
Mark the Ordered field as TRUE.
Test the Order creation process to verify separate Orders are generated by location.
