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<ManualTopic ID="/baanerp/tc/onlinemanual/000301" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To set up unit effectivity</Title>
		<Keyword><Level1>Unit effectivity</Level1>
			<Level2>to set up</Level2>
		</Keyword>
		<Keyword><Level1>Effectivity units</Level1>
		</Keyword>
	</Header>
	<GeneralSection><ProcedureList><ListIntro>To set up data for unit effectivity, carry out the following steps:</ListIntro>
			<ListItem>Select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.unef" role="formfield">Unit Effectivity</GUIRef> check box on the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom0100.3" role="groupbox">Concepts</GUIRef> tab in the <GUIRef href="/baanerp/tc/com/tccom0500m000" role="session">Implemented Software Components (tccom0500m000)</GUIRef> details session.</ListItem>
			<ListItem>Select or clear the <GUIRef href="/baanerp/tc/uef/tcuef0100s000#tcuef000.guor" role="formfield">Generate Effectivity Unit during Order Entry</GUIRef> check box in the <GUIRef href="/baanerp/tc/uef/tcuef0500m000" role="session">Unit Effectivity Parameters (tcuef0500m000)</GUIRef> session. If this check box is selected, and also the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000#tcibd001.unef" role="formfield">Unit Effective End Item</GUIRef> check box in the <GUIRef href="/baanerp/tc/ibd/tcibd0501m000" role="session">Items - General (tcibd0501m000)</GUIRef> session is selected, an effectivity unit is <Emphasis>automatically</Emphasis> generated if 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 <GUIRef href="/baanerp/td/sls/tdsls4101m000#effectivity.requirements" role="formcommand">Requirements</GUIRef> 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 <GUIRef href="/baanerp/tc/uef/tcuef0100s000#tcuef000.dfse" role="formfield">Default Series</GUIRef> field. If the <GUIRef href="/baanerp/tc/uef/tcuef0100s000#tcuef000.guor" role="formfield">Generate Effectivity Unit during Order Entry</GUIRef> check box is <Emphasis>cleared</Emphasis>, 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 <GUIRef href="/baanerp/td/sls/tdsls4101m000#effectivity.requirements" role="formcommand">Requirements</GUIRef> is an effectivity unit created, after which you can select requirements to model the unit effective item.</ListItem>
			<ListItem>For engineering items, you can use the <GUIRef href="/baanerp/ti/edm/tiedm0110m000#tiedm010.unef" role="formfield">Unit Effective End Item</GUIRef> check box in the <GUIRef href="/baanerp/ti/edm/tiedm0110m000" role="session">Engineering Item (tiedm0110m000)</GUIRef> session so that an effectivity unit is <Emphasis>automatically</Emphasis> 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 <GUIRef href="/baanerp/ti/edm/tiedm0110m000#tiedm010.ichg" role="formfield">Interchangeable</GUIRef> check box.</ListItem>
			<ListItem>Specify business requirement codes and descriptions in the <GUIRef href="/baanerp/tc/uef/tcuef0106m000" role="session">Requirements (tcuef0106m000)</GUIRef> session. You use requirements later on to: <List><ListItem>Link them to exceptions during the design of, for example, a BOM or a routing (series approach).</ListItem>
					<ListItem>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.</ListItem>
				</List>
			</ListItem>
			<ListItem>If desired, you can define default requirements for end items in the <GUIRef href="/baanerp/tc/uef/tcuef0108m000" role="session">Default Requirements by End Item (tcuef0108m000)</GUIRef> session. You can import those default requirements in the <GUIRef href="/baanerp/tc/uef/tcuef0107m100" role="session">Effectivity Unit - Requirements (tcuef0107m100)</GUIRef> session if an effectivity unit is defined for the end item.</ListItem>
		</ProcedureList>
	</GeneralSection>
	<GeneralSection><SectionTitle>How to continue</SectionTitle>
		<Paragraph>Now that you have set up unit effectivity, you can use it in the way you defined in Step 2: according to the sales order approach or to the series approach:</Paragraph>
		<List><ListItem>For the procedure of the sales order approach, refer to <Link href="/baanerp/tc/onlinemanual/000311" role="manual">Unit effectivity procedure 1 – series approach</Link>
			</ListItem>
			<ListItem>For the procedure of the series procedure, refer to <Link href="/baanerp/tc/onlinemanual/000358" role="manual">Unit effectivity procedure 2: Sales approach</Link>
			</ListItem>
		</List>
	</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/000303" role="manual">Interchangeability of effectivity units</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000304" role="manual">Overview of serialized items</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
