One entry in the contents of a package item: it names the component item (and optionally its SKU), the quantity per package, quantity limits and whether the component is mandatory, selected by default or optional. When an order, invoice, quote, opportunity, purchase order or requisition line is saved for an item with Package switched on, a line is added under it for each component whose Feature Type is Product Configurator, that is mandatory or selected, and whose SKU, Applicable For and partner filters fit the document; components are added in Sort Order. The added lines record the component in their Item Component field, follow the package line's quantity when the Package Type is Multiple Of Package, are removed with the package line, and are checked against the component's minimum, maximum, editable and mandatory settings when a user changes or deletes them. Delivery orders, service orders, goods receipts, bills, transfers and adjustments never add component lines. Components are listed on the package item's Related tab and numbered from the IPPN series.
Fields
| Field | Label | Type | Required | What it does |
|---|
ApplicableFor | Applicable For | PickList | | Limits the component to one kind of document: Sale for orders, invoices and quotes, Purchase for purchase orders and requisitions, Service for opportunities. Empty applies everywhere. The three values are shipped inactive, so the list offers nothing until an administrator activates them. |
ComponentItemId | Component Item | Lookup → Item | | The item placed on the line that is added under the package line. |
ComponentSKUId | Component SKU | Lookup → SKU | | The SKU placed on the added line. The picker lists only SKUs of the Component Item. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | Text | | |
FeatureType | Feature Type | PickList | | Only the value Product Configurator is acted on: a component with any other value, or none, is never added to document lines and never offered by the configurator. Values: Standard Package, Optional Package, Product Configurator. |
Id | Id | Guid | Yes | |
IsBundled | Is Bundled | Boolean | | Copied to the added line's Price Bundled flag on order, invoice, quote and opportunity lines (not purchase order or requisition lines). Bundled lines are never priced from a price list, and order and invoice lines refuse a unit price above zero. |
IsMandatory | Is Mandatory | Boolean | | The component is always added, needs a quantity above zero on its line, cannot be deleted on its own ("Mandatory package component cannot be removed.") and is locked as selected in the configurator. |
IsQuantityEditable | Is Quantity Editable | Boolean | | When off, any change to the added line's quantity by a user is refused with "Quantity cannot be changed for this component." Quantity changes made by the package line itself still apply. |
IsSelected | Is Selected | Boolean | | An optional component that is added automatically; the user can remove it in the configurator. Components with neither this nor Is Mandatory are only added through the configurator. |
ItemFeatureId | Product Packages | Lookup → ItemFeature | | The option group the component belongs to. The configurator groups components under the group's name; it sets no selection limits. Only on the component's record page, not the New form. |
ItemId | Item | Lookup → Item | | The package item this component belongs to. Only items with Package switched on add component lines. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | Not on any shipped form and not read by any process; the added line gets no lot type from it. |
MaxQuantity | Max Quantity | Number | | Largest quantity a user may set on the added line ("Quantity cannot exceed … for this component."). 0 means no maximum. |
MinQuantity | Min Quantity | Number | | Smallest quantity a user may set on the added line ("Quantity cannot be less than … for this component."). 0 means no minimum. Not checked against Max Quantity. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Component Name | Text | | Component number from the IPPN series, set when the record is saved. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PackageType | Package Type | PickList | | Multiple Of Package multiplies the component Quantity by the package line's quantity and recalculates the added line when the package quantity changes. Independent Of Package, or an empty value, uses the component Quantity as it is and leaves the line alone when the package quantity changes. Values: Multiple Of Package, Independent Of Package. |
PartnerAccountGroupId | Partner Account Group | Lookup → AccountGroup | | Limits the component to documents whose Partner Account is a member of this account group. Empty applies to every company. |
PartnerAccountId | Partner Account | Lookup → Account | | Limits the component to documents whose Partner Account (the selling or buying company) is this account. Empty applies to every company. |
Quantity | Quantity | Number | | Quantity of the component per package, used for the added line. It defaults to 0, and 0 or less is refused with "Quantity cannot be 0 or negative." |
RecordTypeId | Record Type | Guid, hidden | | |
SKUId | Item SKU | Lookup → SKU | | Limits the component to one SKU of the package item: when the package line has a SKU, only components with this SKU or with none are added. Empty applies to every SKU. This is not the component's own SKU, which is Component SKU. |
SortOrder | Sort Order | Number | | Order in which components are added to a document and listed in the configurator. Defaults to 0. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Quantity Rule Validation | Quantity, Error | Quantity cannot be 0 or negative. | Quantity Rule Validation |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Component SKU | ComponentSKUId | |
