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<ManualTopic ID="/baanerp/cp/onlinemanual/000308" xml:lang="en">
   <Header>
      <Title>Unit effectivity in Enterprise Planning</Title>
      <Keyword type="header" order="d1e197106">
         <Level1>Unit effectivity</Level1>
         <Level2>Enterprise Planning</Level2>
      </Keyword>
      <Keyword type="header" order="d1e197111">
         <Level1>Exceptions</Level1>
      </Keyword>
      <Keyword type="header" order="d1e197114">
         <Level1>Effectivity unit</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>In LN, 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. LN 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</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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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 sourcing
		  strategies.</ListItem>
         <ListItem>Item purchase business partners: Click <GUIRef href="" role="manual">Exceptions</GUIRef> in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - 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 LN 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. LN 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, LN checks the projected
		  inventory level for the unit involved. If the inventory is insufficient, LN checks the inventory
		  of interchangeable units, and uses this inventory when necessary.</Paragraph>
         <Paragraph>If no sufficient inventory can be found, LN 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), LN 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>