To set up unit effectivity

To set up data for unit effectivity, carry out the following steps:

1. Select the Unit Effectivity check box in the Implemented Software Components (tccom0500m000) details session.
2. Select or clear the Generate Effectivity Unit during Demand Entry check box in the Unit Effectivity Parameters (tcuef0500m000) session.
   • If this check box is selected, and also the Unit Effective End Item check box is selected in the Items (tcibd0501m000) session, an effectivity unit is automatically generated when you create a new sales quotation line, sales order line, or sales contract line for an unit effective item. Otherwise, you can enter an effectivity unit yourself. The effectivity unit can be used for pegging purposes. If desired, you can click Requirements on the order line to select requirements to model the item. Unit effectivity is then used as a lean configurator. The effectivity unit is linked to a series that is defined in the Default Series field.
   • If the Generate Effectivity Unit during Demand Entry check box is cleared, and you create a new sales order line, sales quotation line, or sales contract line for an unit effective item, the effectivity unit is by default 0 (zero). Only if you click Requirements, an effectivity unit is created, after which you can select requirements to model the unit effective item.
3. For engineering items, you can use the Unit Effective End Item check box in the Engineering Item (tiedm0110m000) session so that an effectivity unit is automatically generated if you create a new sales quotation line, sales order line, or sales contract line for an unit effective item. If required, you can select the Interchangeable check box.

4. Specify business requirement codes and descriptions in the Requirements (tcuef0106m000) session. You use requirements later on to:

   • Link them to exceptions during the design of, for example, a BOM or a routing (series approach).
   • Select them if you enter an effectivity unit in the sales order line (sales order approach). This eventually results in production orders that use the exceptions defined for the requirements.

   For every requirement, you can define an upgrade price. The upgrade prices are part of the effectivity unit's sales price.

5. If desired, you can define default requirements for end items in the Item - Requirements (tcuef0108m000) session. You can import those default requirements in the Requirement - Effectivity Units (tcuef0107m000) session if an effectivity unit is defined for the end item.

How to continue

Now that you have set up unit effectivity, you can use it in the way you defined it in step 2.

For more information, refer to:

• Unit effectivity as a lean configurator in Sales
• To configure effectivity units