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Controlling How Bundle Components are Forecast


When you add a product to a bundle, you can put a check mark in the Forecastable field. This adds the product to forecasts when the bundle is included in a quote and the user updates the related opportunity.

To prevent bundle products from being added to product forecasts, do not put a check mark in the Forecastable field in Bundle Administration.

A Forecastable check box is also available in the Quotes screen, Line Items view. This allows you to add or remove a bundle and its products from product forecasts within individual quotes.

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