Setting up and maintaining a tally bundle ID

You can create bundle IDs when you purchase or receive tally bundle products.

  1. Access Product > Setup > Extended Tally Bundle.
  2. Specify the product number of the tally bundle product that is considered the parent product.
  3. Specify a warehouse.
  4. To create a new bundle, specify a unique bundle ID and quantity of the component, then click Create. The Tally Components window is displayed so you can verify the components that are selected. Only components set up in KP Mix Setup are displayed on the Tally Components window.
  5. To change an existing bundle, complete these steps:
    1. Select the line item in the grid.
    2. Click Components to change the mix. The Tally Components window is displayed. You can change component quantities on bundle IDs that are displayed, except for loose inventory line items.
    3. Click Save.
  6. To perform an inquiry of existing bundles for the product and warehouse combination, click Search. The grid is populated with matching bundle IDs that are in an available status or uncommitted on hand inventory.
  7. To break a bundle, select the bundle ID and click Delete, and then Save.

    If the internal OEELM records were originally created using Product Tally Bundle Setup, their status is changed to Canceled. If the bundle ID was created from a purchase order, the corresponding OEELM record status does not change, so the integrity of the data is maintained for receiving purposes.