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set up Set Item


2024/06/14 • 2 min. to read
The set will be created as an item. Normally this item will not be posted. Mainly the maintenance of the set price is carried out on the set and optionally the maintenance of the set dimensions (see Set article setup). The components are assigned to the set item using the menu item “Set Components” in the item card.

Set Components, Fields

Parent Item No.Specifies the Parent Item No. of the Set Component.
Line No.Specifies the Line No. of the Set Component.
Parent Item DescriptionSpecifies the Description of the Set Item.
TypeSpecifies the Type of the Set Component.
No.Specifies the No. of the Set Component.
Variant CodeSpecifies Variant Code of the Set Component.
DescriptionSpecifies the Description of the Set Component. The value is used in the Document Line if there is no Item Translation.
Quantity perSpecifies how many units of the component are required to build the Set Item.
Unit of Measure CodeSpecifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the item or resource card is inserted.
Item Unit PriceSpecifies the Item Unit Price from Item Card.
Resource Unit PriceSpecifies the Resource Unit Price from Resource Card.
PercentageSpecifies the Percentage of the Set Price that will be assigned to the Component.

Note

Set components can only be used with one level. This means that set components may not have any set components themselves.
All relevant fields for the set are saved historically in the document lines. If the components of a set or the price distribution percentages change, the existing receipts retain their components and distribution key. The change only affects set items that are deployed after the change.

Actions

With "Calculate Percentage" the "Percentage" field can be filled automatically. The distribution is based on the “Item Sales Price” or “Resource Sales Price” fields and the quantity. The percentage can be changed manually if necessary.

Note

The "Total Percentage" field displays the percentage sum from the component rows. The total must be 100%, otherwise the set cannot be dissolved in the sales document.

See also




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