To configure effectivity units

To 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 Unit effectivity as a lean configurator in Sales, is to deploy unit effectivity as a lean product configurator. If an unit effective item is included in a sales quotation line, a sales order line, or a sales contract line, a new effectivity unit is automatically generated. You can configure the item with this specific effectivity unit according to the requirements you desire.
  • The second way, described below, is to create predefined effectivity units that contain the variations or modifications for an item. You must enter the effectivity unit on a sales quotation line, a sales order line, or a sales contract line for an unit effective item.
Procedure

If you want to specify effectivity units before sales/quotation/contract order entry, carry out the following steps:

  1. Define the master data for unit effectivity as described in To set up unit effectivity
  2. Define an effectivity series for an item in the Items - Effectivity Series (tcuef0101m000) session. To create a range of effectivity units, select the newly defined item – effectivity series and click Generate Effectivity Units from the appropriate menu.
  3. Specify the required variations and modifications (exceptions) for the BOM, routing, routing operations, sourcing strategy, and/or item – supplier data. The exceptions can be linked in the Exceptions (tcuef0105m000) session to a requirement or directly to an effectivity unit. If you link a requirement to an exception, you must connect the requirement to a specific effectivity unit in the Requirement - Effectivity Units (tcuef0107m000) session.
  4. Enter for a specific item the effectivity unit that refers to the correct exceptions or requirements on the order line in the Sales Quotation Lines (tdsls1501m000) details session, the Sales Order Lines (tdsls4101m000) session, or the Sales Contract Lines (tdsls3501m000) details session, and process the order as desired.
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.

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