Alternative and Optional Positions
In standard Business Central, every line on a Sales Quote counts toward the total and is carried over automatically once the quote becomes a Sales Order. This becomes a problem as soon as a quote needs to show a choice between alternatives (e.g. Model A vs. Model B) or an optional add-on (e.g. an extended warranty). Such lines should stay visible to the customer, but must not inflate the total or end up on the order by mistake.
To solve this, DYCE introduces the Label field on Sales Quote lines, so a line can be marked as a regular position, an Alternative, or an Optional addition. Labeled lines stay visible on the quote and in print, but are excluded from every total and are skipped when the quote is turned into an order.
Working with the Label field
The Label field is only available on Sales Quote lines, and read-only on the Sales Quote Archive. It can be left blank, the default, for a regular position, or set to Alternative for an alternative choice, or Optional for an optional add-on.
Setting Label to Alternative or Optional highlights the line while editing, making it easy to spot. In print, the line appears in italic instead, using the Formatting field. The Unit Price and Line Amount are still printed unchanged.
Labeling a line immediately removes its amount from the quote total, from the subtotal of any subtotal block it belongs to, and from the printed subtotal and total.
When a quote is archived, the Label is copied as-is and becomes read-only there.
Clearing the Label restores the line's normal styling (except on the bundle line, see Bundles below).
A line for a Subscription Item can also be labeled. Since such lines are already excluded from the quote total by Business Central, the Label has no additional effect on the total in this case, but it is still saved.
Make Order and Copy Document
The Make Order action only transfers lines with a blank Label to the resulting Sales Order. Alternative and Optional lines are skipped entirely and never appear on the order; regular lines transfer unaffected.
Copy Document behaves depending on the target:
- Sales Quote to Sales Quote: the Label is copied as-is.
- Sales Quote to any other document type (e.g. a Sales Order): the Label is dropped, since the field only has meaning on a quote.
- Archived Sales Quote to Sales Quote: the Label is copied back from the archive.
Bundles and subtotals
A bundle and its components are always labeled as a whole, never partially. Setting Label on the bundle line or on any single component applies the same value to the bundle line and all its components immediately, with a notification, and clearing it removes the Label from the whole bundle in the same way.
If a line that already has a Label is added as a component to a bundle, its Label silently changes to match the bundle's. Deleting a bundle line also clears the Label on its former components, along with their grouping.
The only difference from a regular line is that Formatting does not reset to blank here. Instead, it checks the Bundle Line Format Style field in Sales & Receivables Setup and uses its default value, so the bundle keeps its uniform look.
Begin-Total and End-Total lines of a subtotal block can never carry a Label. Only regular lines and bundle lines can be marked as Alternative or Optional. Attempting to label a Begin-Total or End-Total line raises an error and leaves the field unchanged.
A regular line inside a subtotal block can still be labeled like any other line, but a notification points out that both the block subtotal and the quote total will change.