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<ManualTopic ID="/baanerp/tc/onlinemanual/000311" xml:lang="en">
   <Header>
      <Title>To configure effectivity units</Title>
      <Keyword type="header" order="d1e1149674">
         <Level1>Unit effectivity</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1149677">
         <Level1>Effectivity units</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>To use unit effectivity, you must first define the master data
		as described in <Link href="/baanerp/tc/onlinemanual/000301" role="manual">To set up unit effectivity</Link>. After that you can use unit effectivity in two
		ways:</Paragraph>
      <List>
         <ListItem>The first way, described in <Link href="/baanerp/tc/onlinemanual/000358" role="manual">Unit effectivity as a lean configurator in Sales</Link>, is to deploy unit effectivity as a lean
		  product configurator. If an unit effective item is included in a sales
		  quotation line, a sales order line, or a sales contract line, a new effectivity
		  unit is automatically generated. You can configure the item with this specific
		  effectivity unit according to the requirements you desire.</ListItem>
         <ListItem>The second way, described below, is to create predefined
		  effectivity units that contain the variations or modifications for an item. You
		  must enter the effectivity unit on a sales quotation line, a sales order line,
		  or a sales contract line for an unit effective item.</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Procedure</SectionTitle>
      <ProcedureList>
         <ListIntro>If you want to specify effectivity units before
		  sales/quotation/contract order entry, carry out the following
		  steps:</ListIntro>
         <ListItem>Define the master data for unit effectivity as described in <Link href="/baanerp/tc/onlinemanual/000301" role="manual">To set up unit effectivity</Link>
         </ListItem>
         <ListItem>Define an effectivity series for an item in the <GUIRef href="/baanerp/tc/uef/tcuef0101m000" role="session">Items - Effectivity Series (tcuef0101m000)</GUIRef> session. To create a range of effectivity
		  units, select the newly defined item – effectivity series and click <GUIRef href="/baanerp/tc/uef/tcuef0101m000#generate.unit.ranges" role="command">Generate Effectivity Units</GUIRef> from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu.</ListItem>
         <ListItem>Specify the required variations and modifications (exceptions)
		  for the BOM, routing, routing operations, sourcing strategy, and/or item –
		  supplier data. The exceptions can be linked in the <GUIRef href="/baanerp/tc/uef/tcuef0105m000" role="session">Exceptions (tcuef0105m000)</GUIRef> session to a requirement or directly to an effectivity
		  unit. If you link a requirement to an exception, you must connect the
		  requirement to a specific effectivity unit in the <GUIRef href="/baanerp/tc/uef/tcuef0107m000" role="session">Requirement - Effectivity Units (tcuef0107m000)</GUIRef> session.</ListItem>
         <ListItem>Enter for a specific item the effectivity unit that refers to
		  the correct exceptions or requirements on the order line in the <GUIRef href="/baanerp/td/sls/tdsls1501m000" role="session">Sales Quotation Lines (tdsls1501m000)</GUIRef> details session, the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, or the <GUIRef href="/baanerp/td/sls/tdsls3501m000" role="session">Sales Contract Lines (tdsls3501m000)</GUIRef> details session, and process the order as
		  desired.</ListItem>
      </ProcedureList>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To customize unit effective items on a sales
		order</SectionTitle>
      <Paragraph>If you want to <Link href="/baanerp/ti/glossary/glossary#CustomItem_ti" role="glossary">customize</Link> a unit effective item on a sales order by using
		the <GUIRef href="/baanerp/td/sls/tdsls4244m000" role="session">Generate (Project) Structure for Sales Orders (tdsls4244m000)</GUIRef> session, a full
		copy method is used. This means that the complete bill of material as well as
		all operations, applicable to all effectivity units, are copied to the PCS
		project. In addition, all exceptions linked to BOM lines and operations are
		copied.</Paragraph>
      <Paragraph>If you make changes to an effectivity unit in a PCS project, for
		example, by changing the effectivity unit on the linked sales order, you do not
		need to regenerate the PCS project because all data related to the unit
		effective item is already present. Furthermore, the changed design of an
		effectivity unit is automatically taken into account for the next order
		planning run in <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>Unit effective routings are not copied to the PCS project.
		  Similar to routings that are not unit effective, either the default routing of
		  the unit effective item, or a routing based on fixed order quantity or economic
		  order quantity is copied to the PCS project.</Paragraph>
      </Note>
   </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/000303" role="manual">Interchangeability of effectivity units</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000358" role="manual">Unit effectivity as a lean configurator in Sales</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>