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Converting a Regular Product with Components to a Bundle


When you convert a regular product with components to a bundle, any items outside the scope of a bundle, such as configuration rules, stop being effective and are ignored. They are not erased from the definition and become effective again if you convert the bundle back to a product with components.

Converting has the following effects:

  • All previous versions still display in Administration - Product screen, then the Product Definitions view.
  • The current work space is retained, but its contents are altered as described in the following items.
  • For relationships that have a Product domain, the product is added to the bundle.
  • For relationships that have a Class or Dynamic Class domain, only the product specified in the Default Product field is added to the bundle. If no product is specified, no product is added, even if the Default Cardinality is greater than one.
  • The quantity in the Default Cardinality field is used to determine the quantity of the product in the bundle. Other cardinality fields are ignored. If the default cardinality is blank or zero, the quantity of the product in the bundle is blank. When creating a quote, only those products with a quantity greater than or equal to one are displayed in the quote.
  • All selection page definitions, UI Property definitions, configuration rules, link definitions, resource definitions, and scripts are ignored and do not become part of the bundle. If you convert the bundle back to a regular product with components, these again become effective.
  • When you convert a product with components that inherits part of its structure from a class-product, none of the inherited structure becomes part of the bundle.
  • If the Forecastable flag is set for a product in the Structure view and the product becomes part of a bundle, the Forecastable flag remains set for the product in the bundle.

When a user adds a bundle to a quote or order, the bundle and its components display as separate line items. Users cannot start a configuration session.

The product with components must have at least one released version before you can convert it to a bundle.

To convert a regular product with components to a bundle

  1. Navigate to the Administration - Product screen, then the Products view.
  2. Select and lock the desired product with components.
  3. Make any desired changes and release a new version.
  4. Click the Bundle Product view tab and review the displayed contents.

    The Bundle Product view displays the products in the product with components that will be included in the bundle. If the contents are not correct, revise the product with components and release a new version.

  5. In the Bundle Product view, click Modify, and then click Done.

    This converts the product with components to a bundle and releases a new version. A check mark displays in the Bundle field in the product form. The check mark in the Customizable Product field is removed.

  6. Revise existing quotes and orders as needed to reflect the change.
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