| Unit effectivity as a lean configurator in SalesTo use unit effectivity, you must first define the master data
as described in To set up unit effectivity. After that you can use unit effectivity in two
ways: - The first way, described in section To configure effectivity units, is to create a predefined effectivity unit
that contains the variations or modifications for a specific (unit effective)
item. To sell the effectivity unit, you can enter it on a sales quotation line,
or a sales order line for the appropriate (unit effective) item.
- The second way, described below, is to deploy unit effectivity
as a lean product configurator. If an unit effective item is included in a
sales quotation line or a sales order line, a new effectivity unit is
automatically generated, after which you can start configuring according to the
requirements you desire.
Procedure You can trigger unit effectivity directly from a sales quotation
line, sales order line, or sales contract line if you enter an unit effective
item. After that, you use unit effectivity as a lean configurator. Carry out the following steps: - Define the master data for unit effectivity as described in To set up unit effectivity
- Enter an unit effective item on one of the following lines:
- Sales quotation line in the Sales Quotation Lines (tdsls1501m000) details session.
- Sales order line in the Sales Order Lines (tdsls4101m000) details session.
- Sales contract line in the Sales Contract Lines (tdsls3501m000) details session.
If the Generate Effectivity Unit during Demand Entry check
box is selected in the Unit Effectivity Parameters (tcuef0500m000) session, a new effectivity unit is
automatically generated and displayed in the Effectivity Unit field. If the Generate Effectivity Unit during Demand Entry check
box is cleared, an effectivity unit is generated when you click Requirements in the next step. - Click Requirements to start the Effectivity Unit (tcuef0102m000) session. The quantity ordered is taken from the sales
quotation line, the sales order line, or the sales contract line. A description
for the effectivity unit is generated that includes the sales order number, the
sales quotation number, or the sales contract number, a prefixed code (ORD for
a sales order, QUO for sales quotation, or CON for sales contract), and the
sales order line, sales quotation line, or sales contract line number.
- On the Requirement tab of the Effectivity Unit (tcuef0102m000) session, add requirements. If you click (Re-)Import Requirements on the appropriate menu, default
requirements that you defined in the Item - Requirements (tcuef0108m000) session can be imported for the effectivity unit.
- If you specify an effectivity unit on a sales order line, you
use unit effectivity as a lean configurator. Consequently, often optional
material is used. Therefore, the estimated cost price can deviate substantially
from the standard cost price. The estimated cost price for the specific
effectivity unit can be displayed and recalculated in the header of the Effectivity Unit (tcuef0102m000) session. For every requirement, you can define an upgrade price, which is added to the effectivity unit's
sales price. Use the Print Multilevel Cost Price Calculation (ticpr2420m000) session to print the multilevel
calculation of the (estimated) cost price, dependent on the effectivity
unit.
To customize unit effective items on a sales
order If you want to customize a unit effective item on a sales order by using
the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, a full
copy method is used. This means that the complete bill of material as well as
all operations, applicable to all effectivity units, are copied to the PCS
project. In addition, all exceptions linked to BOM lines and operations are
copied. If you make changes to an effectivity unit in a PCS project, for
example, by changing the effectivity unit on the linked sales order, you do not
need to regenerate the PCS project because all data related to the unit
effective item is already present. Furthermore, the changed design of an
effectivity unit is automatically taken into account for the next order
planning run in Enterprise Planning. Note Unit effective routings are not copied to the PCS project.
Similar to routings that are not unit effective, either the default routing of
the unit effective item, or a routing based on fixed order quantity or economic
order quantity is copied to the PCS project. | |