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<ManualTopic ID="/baanerp/cp/onlinemanual/000308" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Unit effectivity in Enterprise Planning</Title>
		<Keyword><Level1>Unit effectivity</Level1>
			<Level2>Enterprise Planning</Level2>
		</Keyword>
		<Keyword><Level1>Exceptions</Level1>
		</Keyword>
		<Keyword><Level1>Effectivity unit</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>In SSA ERP, you can use <Link href="/baanerp/tc/glossary/glossary#000306" role="glossary">unit effectivity</Link> 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 wishes concerning the features of the products they order. For each specific wish, you can define an <Link href="/baanerp/tc/glossary/glossary#000308" role="glossary" Update="No">exception</Link>, and link it to the business aspect that is impacted by the exception. In this way, you can model small deviations from the standard product configuration. SSA ERP takes into account the exceptions that you define in the process of <Link href="/baanerp/cp/glossary/glossary#000060" role="glossary">order planning</Link>.</Paragraph>
		<Paragraph>Before you can define exceptions, you must first set up a unit effectivity structure for the item involved in the Unit Effectivity (UEF) module of <GUIRef href="/baanerp/tc" role="package">Common Data</GUIRef>. For more information about the use of unit effectivity, refer to online manual topic <Link href="/baanerp/tc/onlinemanual/000301" role="manual">To set up unit effectivity</Link>. Next you can define exceptions for the following business aspects:</Paragraph>
		<List><ListItem><Link href="/baanerp/ti/glossary/glossary#BillOfMateri.ti" role="glossary">BOM</Link> lines: Click <GUIRef href="" role="manual">Exceptions</GUIRef> in the <GUIRef href="/baanerp/ti/bom/tibom1110m000" role="session">Bill of Material (tibom1110m000)</GUIRef> session to define the corresponding <Link href="/baanerp/tc/glossary/glossary#000308" role="glossary" Update="No">exceptions</Link>.</ListItem>
			<ListItem><Link href="/baanerp/ti/glossary/glossary#Routing.ti" role="glossary">Routings</Link>: Click <GUIRef href="" role="manual">Exceptions</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu in the <GUIRef href="/baanerp/ti/rou/tirou1101m000" role="session">Item - Routings (tirou1101m000)</GUIRef> session to define exceptions for the routing.</ListItem>
			<ListItem><Link href="/baanerp/ti/glossary/glossary#000000000000052" role="glossary">Operations</Link>: Click <GUIRef href="" role="manual">Exception</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/ti/rou/tirou1102m000" role="session">Routing Operations (tirou1102m000)</GUIRef> session to define unit effective operations.</ListItem>
			<ListItem><Link href="/baanerp/cp/glossary/glossary#000104" role="glossary">Sourcing strategies</Link>: Click <GUIRef href="" role="manual">Exceptions</GUIRef> in the <GUIRef href="/baanerp/cp/rpd/cprpd7110m000" role="session">Sourcing Strategy (cprpd7110m000)</GUIRef> session to define exceptions for the routing.</ListItem>
			<ListItem>Item purchase business partners: Click <GUIRef href="" role="manual">Exceptions</GUIRef> in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Item - Purchase Business Partner (tdipu0110m000)</GUIRef> session to define unit effective purchase business partners.</ListItem>
		</List>
		<List><ListIntro>On the other hand, the way in which unit effectivity impacts on the order-planning process depends on the following criteria:</ListIntro>
			<ListItem>Whether the <Link href="/baanerp/tc/glossary/glossary#000304" role="glossary" Update="No">effectivity units</Link> involved are interchangeable or not, which means that SSA ERP can use the inventory of an effectivity unit to meet demand for another effectivity unit.</ListItem>
			<ListItem>Whether the units involved have the same configuration or not, which means that various effectivity units share the same set of exceptions. SSA ERP can combine demand for different effectivity units that share the same configuration into one planned order.</ListItem>
		</List>
		<GeneralSection><SectionTitle>Inventory and firm-planned receipts</SectionTitle>
			<Paragraph>For each requirement, SSA ERP checks the projected inventory level for the unit involved. If the inventory is insufficient, SSA ERP checks the inventory of interchangeable units, and uses this inventory when necessary.</Paragraph>
			<Paragraph>If no sufficient inventory can be found, SSA ERP looks for the first unused firm-planned receipt of the unit or any interchangeable unit.</Paragraph>
			<Paragraph>Refer to online manual topic <Link href="/baanerp/cp/onlinemanual/000351" role="manual">Example: inventory usage for units (unit effectivity)</Link> for more information about interchangeable units.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Generating planned orders</SectionTitle>
			<List><ListIntro>If inventory and firm-planned receipts are not sufficient to meet a requirement, <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> generates a <Link href="/baanerp/cp/glossary/glossary#000050" role="glossary">planned order</Link>. As a rule, this order takes into account all demand, within the <Link href="/baanerp/ti/glossary/glossary#OrderInterv.ti" role="glossary">order interval</Link>, of the following units:</ListIntro>
				<ListItem>The unit itself</ListItem>
				<ListItem>All interchangeable units</ListItem>
				<ListItem>All units with the same configuration</ListItem>
			</List>
			<Paragraph>If the order quantity is higher than the required quantity (because of lot-size rules), SSA ERP checks if part of the order can be used for a unit with the same configuration (either within or beyond the order interval). If this is the case, the planned order contains a separate order line for this unit.</Paragraph>
			<Paragraph>Refer to online manual topic <Link href="/baanerp/cp/onlinemanual/000352" role="manual">Example: planned orders for units (unit effectivity)</Link> for more information about planned orders for interchangeable units.</Paragraph>
		</GeneralSection>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000300" role="manual">Overview of unit effectivity</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000301" role="manual">To set up unit effectivity</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000306" role="manual">Example of unit effectivity</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000303" role="manual">Interchangeability of effectivity units</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000351" role="manual">Example: inventory usage for units (unit effectivity)</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000352" role="manual">Example: planned orders for units (unit effectivity)</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
