Entering set items is supported in the following document types:
Sales Quote
Sales Order
Sales Credit Memo
Sales Invoice
Sales Return Order
The set item is recorded in the sales document like a normal item. The set fields initially remain empty.
Depending on how the Set Item Setup was done, the set item is then either automatically resolved when the quantity is entered, when released or when the "Explode Set" line function is manually called up in the document.
The original line with the set item becomes a comment line in which only the name of the set remains. Quantity, price and discount are transferred to the corresponding set fields.
Below, the individual components are added as new lines and the price is divided according to the percentages.
Note
It often happens that the set price cannot be accurately distributed across the sales prices of the components due to rounding. In this case, the difference is transferred to the last component line as a line discount so that the sum of the components returns to the set amount. The line discount can also be negative.
Once the set is unfolded, the quantity and price can only be changed using the "Set Quantity" and "Set Price" fields in the set line. It is not possible to change the quantity and price in the component line. Changing the set quantity (after the unfolding has already been carried out) is implemented by the system in such a way that the set is first completely deleted, the price is redrawn and the set is unfolded again. This means that any existing price scales are also taken into account when changing the quantity. The prerequisite for subsequently changing set quantities is that none of the components have yet been booked. There is no such restriction when changing the set price.
Component rows cannot be deleted individually. Deletion is also done via the set line. If the set line is deleted, all associated component lines in the document are also deleted.
Shipment and Invoicing
For a set, the individual set components are delivered and invoiced. The set item itself may not be posted so that the inventory of the component items is correct.
The components can be delivered either all together or individually. The app has not implemented any restriction in this regard. This allows flexible delivery and subsequent delivery of component items depending on availability. The cancellation of the delivery is also not restricted by the set assignment.
Note
In the posted document, the “Set Quantity” is calculated based on the quantity of the first component line. The “Set Quantity” is just an aid to see how large the set booking is without having to know the exact composition of the set.
Retrieve collective invoice and delivery lines
When creating collective invoices and fetching delivery lines in sales invoices and credit memos, a header line with the set item is always automatically inserted and the component lines are linked to this line. It is also possible to maintain and display the assignment of components to a set in these documents. The set line is created even if not all components are completely included in the document.
Changing set quantities is not possible in collective invoice documents and documents with retrieved delivery lines because a booking has already taken place.
Note
Changing the sales price is allowed. However, it does not check whether all components of the original set are present. If components are missing in the document lines, splitting the sales price can lead to an undesirable result.
Warehouse Shipment
The item number is shown in the goods issue. of set components, shown in blue.
Depending on how the Set Item Setup was done, the set item is then either automatically resolved when the quantity is entered, when released or when the "Explode Set" line function is manually called up in the document.
The original line with the set item becomes a comment line in which only the name of the set remains. Quantity, price and discount are transferred to the corresponding set fields.
Below, the individual components are added as new lines and the price is divided according to the percentages.
Changing set quantities is not possible in collective invoice documents and documents with retrieved delivery lines because a booking has already taken place.
