Business partner selection based on unit effectivity

You 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:

BOM lines
In the Bill of Material (tibom1110m000) session, click Exceptions to define the corresponding exceptions.
Routings
In the Item - Routings (tirou1101m000) session, on the appropriate menu, click Exceptions to define exceptions for the routing.
Operations
In the Routing Operations (tirou1102m000) session, on the appropriate menu, click Exceptions to define unit effective operations.
Sourcing strategies
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.