Swapping fixed bundle installed items - Global

When swapping an Installed Item related to a Fixed Product Bundle you have 2 options:

  • Swap the whole bundle with a new one Check Swap Bundle
  • Swap a component of the bundle with another Installed Item (that will be of the same type). Check Swap Component

Validations and System Processing

Validations
System Processing

Swapping a Fixed Product Bundle Physical Good or a component of a bundle from a Subscription will trigger the following actions in the system

  • New Installed Item
    • Installed Item and its related distributors are added
      • If specified Installed Item is related to a Fixed Product Bundle, then all of the Installed Items which compose the bundle will also be added to the Subscription
      • If the specified Installed Item replaces a component of the Fixed Product Bundle, then the new Installed Item is added in the bundle i.e. will also be considered as a component item.
    • Installed Item is removed from Warehouse based on Warehouse specified in the Inventory Management Definitions  by creating a stock out Warehouse transaction
      • If specified Installed Item is related to a Fixed Product Bundle, then all of the components are also included in the stock out Warehouse transaction.
    • Installed Item history is updated that was added
       
  • Existing Installed Items
    • Installed Item and its related distributors are removed if there are no other Subscription Services or Installed Items distributed on them
      • If specified Installed Item is related to a Fixed Product Bundle, then all of the Installed Items which compose the bundle will also be removed from the Subscription
      • If the specified Installed Item was added to the Subscription as part of an item bundle, then the Installed Item is removed from both the Subscription and the bundle.
    • Installed Item is placed back to Warehouse based on Warehouse specified in the Inventory Management Definitions using a stock in Warehouse transaction
      • If the specified Installed Item is related to a Fixed Product Bundle, then all of the components are also included in the stock in Warehouse transaction.
    • Installed Item history is updated that was added

 

Swapping the Bundle and its components

  1. Go to Installed Items section
  2. New Installed Item Serial No: Search for a new Fixed Product Bundle Physical Good and select the product to replace existing one with
    The search will only retrieve items of the same product
    SWAP BUNDLE

Swapping a component from a bundle

  1. Go to Installed Items Components Section
  2. Check the item you would like to swap
  3. New Component Serial No. : Select and search for a component Installed Item to be swapped
    The search will only retrieve items of the same product

  4. Select the item you would like the component to be swapped with
    SWAP COMPONENTS OF BUNDLE INSTALLED ITEMS