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<ManualTopic ID="/baanerp/td/onlinemanual/000402" xml:lang="en">
   <Header>
      <Title>Business partner selection based on unit effectivity</Title>
      <Keyword type="header" order="d1e1340380">
         <Level1>Unit effectivity</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1340383">
         <Level1>Exceptions</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1340386">
         <Level1>Effectivity unit</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <SectionTitle>General</SectionTitle>
      <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 requirements concerning the features of the products
		they order. You can link requirements to <Link href="/baanerp/tc/glossary/glossary#000304" role="glossary">effectivity units</Link> and vice versa, and you can define <Link href="/baanerp/tc/glossary/glossary#000308" role="glossary" Update="No">exceptions</Link> 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.</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/com" role="module">Common</GUIRef>.
		For more information about the use of unit effectivity, refer to <Link href="/baanerp/tc/onlinemanual/000301" role="manual">To set up unit effectivity</Link>, the online manual topic.</Paragraph>
      <List>
         <ListIntro>Next, you can define exceptions for the following business
		  aspects:</ListIntro>
         <ListItemHead> 
            <Link href="/baanerp/ti/glossary/glossary#BillOfMateri_ti" role="glossary">BOM</Link> lines</ListItemHead>
         <ListItem>In the <GUIRef href="/baanerp/ti/bom/tibom1110m000" role="session">Bill of Material (tibom1110m000)</GUIRef> session, click <GUIRef href="/baanerp/ti/bom/tibom1110m000#effectivity.statement" role="command">Exceptions</GUIRef> to define the corresponding <Link href="/baanerp/tc/glossary/glossary#000308" role="glossary" Update="No">exceptions</Link>.</ListItem>
         <ListItemHead>
            <Link href="/baanerp/ti/glossary/glossary#Routing_ti" role="glossary">Routings</Link>
         </ListItemHead>
         <ListItem>In the <GUIRef href="/baanerp/ti/rou/tirou1101m000" role="session">Item - Routings (tirou1101m000)</GUIRef> session, on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu, choose <GUIRef href="/baanerp/ti/rou/tirou1101m000#effectivity.statements" role="command">Exceptions</GUIRef> to define exceptions for the routing.</ListItem>
         <ListItemHead> 
            <Link href="/baanerp/ti/glossary/glossary#000000000000052" role="glossary">Operations</Link>
         </ListItemHead>
         <ListItem>In the <GUIRef href="/baanerp/ti/rou/tirou1102m000" role="session">Routing Operations (tirou1102m000)</GUIRef> session, on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu, choose <GUIRef href="/baanerp/ti/rou/tirou1102m000#effectivity.statements" role="command">Exceptions</GUIRef> to define unit effective operations.</ListItem>
         <ListItemHead>
            <Link href="/baanerp/cp/glossary/glossary#000104" role="glossary">Sourcing strategies</Link>
         </ListItemHead>
         <ListItem>In the <GUIRef href="/baanerp/cp/rpd/cprpd7110m000" role="session">Sourcing Strategy (cprpd7110m000)</GUIRef> session, click <GUIRef href="/baanerp/cp/rpd/cprpd7110m000#effectivity.statements" role="command">Exceptions</GUIRef> to define exceptions for the routing.</ListItem>
         <ListItemHead>Item - purchase business partners</ListItemHead>
         <ListItem>In the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session, click <GUIRef href="/baanerp/td/ipu/tdipu0110m000#effectivity.statement" role="command">Exceptions</GUIRef> to define unit effective purchase
		  business partners.</ListItem>
      </List>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>For more information on defining exceptions for BOM lines,
		  routings, operations, and sourcing strategies, view the online Help in the
		  corresponding sessions. This online manual topic only refers to the selection
		  of specific item - purchase business partner combinations based on unit
		  effectivity.</Paragraph>
      </Note>
      <GeneralSection>
         <SectionTitle>Item - Purchase business partners</SectionTitle>
         <List>
            <ListIntro>In the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session, the following unit
			 effectivity related check boxes are available:</ListIntro>
            <ListItem>
               <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.stcf" role="manual">Standard Configuration</GUIRef>
            </ListItem>
            <ListItem>
               <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.unef" role="manual">Exceptions present</GUIRef>
            </ListItem>
         </List>
         <List>
            <ListIntro>Both check boxes are used to:</ListIntro>
            <ListItem>Retrieve valid business partners to return them to <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> during
			 the approved business partner selection process of <Link href="/baanerp/cp/glossary/glossary#000060" role="glossary">order planning</Link>. During this
			 process, <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> communicates the effectivity unit from the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, or the <GUIRef href="/baanerp/td/sls/tdsls1501m000" role="session">Sales Quotation Lines (tdsls1501m000)</GUIRef> session to <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>. PUR
			 then uses these check boxes to determine which purchase business partners are
			 valid for the item and can be returned to <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>.</ListItem>
            <ListItem>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.</ListItem>
         </List>
         <Paragraph>If the <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.stcf" role="manual">Standard Configuration</GUIRef> 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 to it, the purchase business
		  partner is considered as valid.</Paragraph>
         <Paragraph>If the <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.stcf" role="manual">Standard Configuration</GUIRef> check box is cleared, <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> 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.</Paragraph>
         <Paragraph>If the <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.unef" role="manual">Exceptions present</GUIRef> check box is selected, the item -
		  purchase business partner combination has exceptions attached that can overrule
		  the standard configuration settings.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>The standard configuration determines whether an item -
			 purchase business partner combination is valid or not, but the standard
			 configuration can be overruled by exceptions.</Paragraph>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Exceptions</SectionTitle>
         <Paragraph>With an exception you can specify whether an item - purchase
		  business partner combination is valid for a specific effectivity unit or a
		  requirement.</Paragraph>
         <ExampleSection>
            <SectionTitle>Example 1</SectionTitle>
            <Paragraph>A sales order line is created for Item RADAR to which
			 effectivity unit 232 is assigned. The sold-to business partner has made the
			 following specifications for the item:</Paragraph>
            <List>
               <ListItem>The item must be a LIGHT model.</ListItem>
               <ListItem>The item must meet the USA regulations.</ListItem>
               <ListItem>A specific part, called X-DEVICE, must be purchased from
				purchase business partner Advanced Electronics Inc.</ListItem>
            </List>
            <List>
               <ListIntro>As a result, you must link the following requirements to
				effectivity unit 232 in the <GUIRef href="/baanerp/tc/uef/tcuef0107m000" role="session">Requirement - Effectivity Units (tcuef0107m000)</GUIRef> session, or the <GUIRef href="/baanerp/tc/uef/tcuef0102m000" role="session">Effectivity Unit (tcuef0102m000)</GUIRef> session:</ListIntro>
               <ListItem>USA - Compliant to USA regulations.</ListItem>
               <ListItem>LIGHT - Light Model 4.</ListItem>
               <ListItem>XDEVICE – X-Device to be purchased from Advanced
				Electronics Inc..</ListItem>
            </List>
            <Paragraph>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.</Paragraph>
            <Paragraph>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.</Paragraph>
            <ProcedureList>
               <ListIntro>To define Advanced Electronics Inc. as the only valid
				purchase business partner for the item part X-DEVICE, you must take the
				following steps:</ListIntro>
               <ListItem>Clear the <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.stcf" role="manual">Standard Configuration</GUIRef> check box in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session for the item - purchase
				business partner combination XDEVICE / Advanced Electronics Inc..</ListItem>
               <ListItem>Define an exception for this item - purchase business
				partner combination by clicking <GUIRef href="/baanerp/td/ipu/tdipu0110m000#effectivity.statement" role="command">Exceptions</GUIRef> in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session. Define the exception as
				valid by selecting the <GUIRef href="/baanerp/tc/uef/tcuef0105m000#tcuef005.vald" role="manual">Valid</GUIRef> check box for the XDEVICE requirement in the <GUIRef href="/baanerp/tc/uef/tcuef0105m000" role="session">Exceptions (tcuef0105m000)</GUIRef> session. As a result, the item can be purchased from
				Advanced Electronics Inc., but other purchase business partners can still be
				valid as well.</ListItem>
               <ListItem>Define an exception for all other purchase business
				partners for this item by clicking <GUIRef href="/baanerp/td/ipu/tdipu0110m000#effectivity.statement" role="command">Exceptions</GUIRef> in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session. Define the exception as not
				valid by clearing the <GUIRef href="/baanerp/tc/uef/tcuef0105m000#tcuef005.vald" role="manual">Valid</GUIRef> check box for the XDEVICE requirement in the <GUIRef href="/baanerp/tc/uef/tcuef0105m000" role="session">Exceptions (tcuef0105m000)</GUIRef> session. As a result, the item cannot be purchased
				from a purchase business partner other than Advanced Electronics Inc..</ListItem>
            </ProcedureList>
         </ExampleSection>
         <ExampleSection>
            <SectionTitle>Example 2</SectionTitle>
            <ProcedureList>
               <ListIntro>If you take the same example but you want the Item RADAR
				to be sold to the German market only, you must take the following steps:</ListIntro>
               <ListItem>Insert a requirement called GER (German market) in the <GUIRef href="/baanerp/tc/uef/tcuef0106m000" role="session">Requirements (tcuef0106m000)</GUIRef> session.</ListItem>
               <ListItem>Link the requirement to the effectivity unit 232 in the <GUIRef href="/baanerp/tc/uef/tcuef0107m000" role="session">Requirement - Effectivity Units (tcuef0107m000)</GUIRef> session, or the <GUIRef href="/baanerp/tc/uef/tcuef0102m000" role="session">Effectivity Unit (tcuef0102m000)</GUIRef> session.</ListItem>
               <ListItem>Clear the <GUIRef href="/baanerp/td/ipu/tdipu0110m000#tdipu010.stcf" role="manual">Standard Configuration</GUIRef> check box in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> 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 <GUIRef href="/baanerp/td/ipu/tdipu0110m000#effectivity.statement" role="command">Exceptions</GUIRef>.</ListItem>
               <ListItem>Select the GER requirement and select the <GUIRef href="/baanerp/tc/uef/tcuef0105m000#tcuef005.vald" role="manual">Valid</GUIRef> check box in the <GUIRef href="/baanerp/tc/uef/tcuef0105m000" role="session">Exceptions (tcuef0105m000)</GUIRef> session.</ListItem>
            </ProcedureList>
            <Paragraph>As a result, during the approved business partner selection
			 process of <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>, <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> only retrieves the German purchase business partners for the
			 item RADAR.</Paragraph>
         </ExampleSection>
      </GeneralSection>
      <Paragraph>After <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> has retrieved valid business partners, the planned purchase
		orders are converted to actual purchase orders and the effectivity unit is
		transferred to the <GUIRef href="/baanerp/td/pur/tdpur4101m000#tdpur401.effn" role="manual">Effectivity Unit</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur4101m000" role="session">Purchase Order Lines (tdpur4101m000)</GUIRef> session.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>When a purchase order is created, either manually, or
			 automatically from <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>, LN checks whether the purchase business partner is valid for the effectivity unit
			 on the purchase order line.</ListItem>
            <ListItem>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. For more information on
			 purchasing components from manufacturers, refer to <Link href="/baanerp/td/onlinemanual/000327" role="manual">To set up and use multiple manufacturer items</Link>.</ListItem>
         </List>
      </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/000358" role="manual">Unit effectivity as a lean configurator in Sales</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000308" role="manual">Unit effectivity in Enterprise Planning</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>