| Business partner selection based on unit effectivityYou can use unit effectivity to adapt the standard business procedure
for items, and model exceptions that originate from specific customer
requirements. The unit effectivity concept supports situations in which
customers have specific requirements concerning the features of the products
they order. You can link requirements to effectivity units and vice versa, and you can define exceptions that you can link to the business
aspect that is impacted by the exception. In this way, you can model small
deviations from the standard product configuration. Exceptions Before you can define exceptions, you must first set up a unit
effectivity structure for the item involved in the Unit Effectivity module
of Common. See To set up unit effectivity. Next, you can define exceptions for the following business
aspects: In the Bill of Material (tibom1110m000) session, click Exceptions to define the corresponding exceptions. In the Item - Routings (tirou1101m000) session, on the appropriate menu, click Exceptions to define exceptions for the routing. In the Routing Operations (tirou1102m000) session, on the appropriate menu, click Exceptions to define unit effective operations. In the Sourcing Strategy (cprpd7110m000) session, click Exceptions to define exceptions for the routing. Item - purchase business partners In the Items - Purchase Business Partner (tdipu0110m000) session, click Exceptions to define unit effective purchase
business partners.
Note For more information on defining exceptions for BOM lines,
routings, operations, and sourcing strategies, view the online Help in the
corresponding sessions. This topic only refers to the selection of specific
item - purchase business partner combinations based on unit effectivity. Item - Purchase business partners In the Items - Purchase Business Partner (tdipu0110m000) session, the following unit
effectivity related check boxes are available: - Standard Configuration
- Exceptions present
Both check boxes are used to: - Retrieve valid business partners for Enterprise Planning during
the approved business partner selection process of order planning. During this
process, Enterprise Planning communicates the effectivity unit from the Sales Order Lines (tdsls4101m000) session, or the Sales Quotation Lines (tdsls1501m000) session to Purchase Control. In Purchase Control, these
check boxes are used to determine which purchase business partners are valid
for the item and can be returned to Enterprise Planning.
- Check the validity of the item - purchase business partner
combination when you manually insert a purchase order line to which an
effectivity unit is linked.
If the Standard Configuration check box is selected, the
item - purchase business partner combination is valid unless it has exceptions
attached that define the combination as not valid. If this check box is selected, and the purchase order has no effectivity unit linked, the purchase business
partner is considered as valid. If the Standard Configuration check box is cleared, Enterprise Planning considers the item - purchase business partner combination as not valid, unless
it has exceptions attached that define the combination as valid for the
effectivity unit of the purchase order. If the Exceptions present check box is selected, the item -
purchase business partner combination has exceptions attached that can overrule
the standard configuration settings. Note - The standard configuration determines whether an item -
purchase business partner combination is valid or not, but the standard
configuration can be overruled by exceptions.
- With an exception you can specify whether an item - purchase
business partner combination is valid for a specific effectivity unit or a
requirement.
After Enterprise Planning has retrieved valid business partners, the planned purchase
orders are converted to actual purchase orders and the effectivity unit is
transferred to the Effectivity Unit field of the Purchase Order Lines (tdpur4101m000) session. Note - When a purchase order is created, either manually, or
automatically from Enterprise Planning, LN checks whether the purchase business partner is valid for the effectivity unit
on the purchase order line.
- When valid purchase business partners are selected (based on
the exceptions), you can also define the manufacturer from which the purchase
business partners must purchase their components. See Setting up and using multiple manufacturer items.
Example 1 A sales order line is created for Item RADAR to which
effectivity unit 232 is assigned. The sold-to business partner made the
following specifications for the item: - The item must be a LIGHT model.
- The item must meet the USA regulations.
- A specific part, called X-DEVICE, must be purchased from
purchase business partner AE.
As a result, you must link the following requirements to
effectivity unit 232 in the Requirement - Effectivity Units (tcuef0107m000) session, or the Effectivity Unit (tcuef0102m000) session: - USA - Compliant to USA regulations.
- LIGHT - Light Model 4.
- XDEVICE – X-Device to be purchased from AE.
You can model exceptions for requirements, which usually takes
place when you set up the master data. With these exceptions, you can define
the validity of a BOM line, routing, operation, sourcing strategies, or an item
- purchase business partner combination. Assume the BOM and the routing contain valid exceptions for
requirements USA and LIGHT. As a result, the generated purchase orders and
production orders for the RADAR and its part are tailored to the LIGHT Model
for the USA market. To define AE as the only valid purchase business partner for
the item part X-DEVICE: - Clear the Standard Configuration check box in the Items - Purchase Business Partner (tdipu0110m000) session for the item - purchase
business partner combination XDEVICE / AE.
- Define an exception for this item - purchase business partner
combination by clicking Exceptions in the Items - Purchase Business Partner (tdipu0110m000) session. Define the exception as
valid by selecting the Valid check box for the XDEVICE requirement in the Exceptions (tcuef0105m000) session. As a result, the item can be purchased from
AE, but other purchase business partners can still be valid.
- Define an exception for all other purchase business partners
for this item by clicking Exceptions in the Items - Purchase Business Partner (tdipu0110m000) session. Define the exception as not
valid by clearing the Valid check box for the XDEVICE requirement in the Exceptions (tcuef0105m000) session. As a result, the item cannot be purchased
from a purchase business partner other than AE.
Example 2 If you take the same example but you want the Item RADAR to be
sold to the German market only: - Insert a requirement called GER (German market) in the Requirements (tcuef0106m000) session.
- Link the requirement to the effectivity unit 232 in the Requirement - Effectivity Units (tcuef0107m000) session, or the Effectivity Unit (tcuef0102m000) session.
- Clear the Standard Configuration check box in the Items - Purchase Business Partner (tdipu0110m000) session for all item and purchase
business partner combinations for which the item is RADAR and the purchase
business partner is a German purchase business partner, and click Exceptions.
- Select the GER requirement and select the Valid check box in the Exceptions (tcuef0105m000) session.
As a result, during the approved business partner selection
process of Enterprise Planning, Enterprise Planning only retrieves the German purchase business partners for the
item RADAR. | |