Selling Set Items that consist of a bill of materials of items and resources.
Current Version: 1.0.2.0as of Business Central 22.
Manual
Creation date: 2024/11/25 The current version of this manual can be found at:
☰ Contents
General
App Item Set This app can be used to map the sale of sets. A set is a set of items or resources with a consistent composition that are sold under a common name and that have a common selling price, e.g. a Football Fan Starter Pack consists of a soccer ball, a T-shirt and the team's poster. “Football fan starter package” is the set. Football, T-shirt and poster are the set components...
Setup
App Setup In the Item Set Setup you can set up per company how set items should behave...
Setup Set Item 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)...
Tasks
Working With The App
Set Item Document Line Fields Not all of the fields described below are displayed. However, they are available for evaluating and displaying set items in the posted and unposted sales documents...
Appendix
Release Notes
Docs / NVXSET Item Set / General General
This app can be used to map the sale of sets. A set is a set of items or resources with a consistent composition that are sold under a common name and that have a common selling price, e.g. a "Football Fan Starter Pack" consists of a soccer ball, a T-shirt and the team's poster. “Football fan starter package” is the set. Football, T-shirt and poster are the set components.
One article is used to illustrate the set. The individual components of the set are assigned to this article. The set is broken down in the sales document so that it can then be handled and recorded correctly in the warehouse process (availability, picking, inventory).
Differences to the assembly parts list:
A set has a common price that is automatically divided among the components
After the set is dissolved in the sales document, there is still a relationship between the components and the associated set. The components can no longer be changed individually in the document.
Set items are not supported in purchasing documents.
Docs / NVXSET Item Set / Setup App Setup
In the "Item Set Setup" you can set up per company how set items should behave.
General, Fields
Autom. Explode Set
Specifies and when the Set Item is exploded automatically.
Never: The set item will not be automatically exploded. To explode the set item you have to use the manual action "Explode Set".
Validate Quantity: The set item will be automatically exploded when the quantity of the document line will be validated.
Release Document: The set item will be automatically exploded when the document will be released.
Use Set Dimensions for Components
Specifies if the Dimensions of the Set Item are inherited to its Components when the Set is explodet.
Set Quantity Link
Specifies if you want to link the quantities to ship, receive or invoice together so that you have to ship or invoice the set as a whole.
None: No check before posting a sales document.
Shipment & Invoice: The quantities to ship, receive and invoice will be checked if they correspond to whole sets.
Invoice: The quantity to invoice will be checked if they correspond to whole sets.
Docs / NVXSET Item Set / Setup set up Set Item
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 Description
Specifies the Description of the Set Item.
Type
Specifies the Type of the Set Component.
No.
Specifies the No. of the Set Component.
Variant Code
Specifies Variant Code of the Set Component.
Description
Specifies the Description of the Set Component. The value is used in the Document Line if there is no Item Translation.
Quantity per
Specifies how many units of the component are required to build the Set Item.
Unit of Measure Code
Specifies 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 Price
Specifies the Item Unit Price from Item Card.
Resource Unit Price
Specifies the Resource Unit Price from Resource Card.
Percentage
Specifies 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.
Docs / NVXSET Item Set / Tasks Working With The App
Document Entry
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.
Not all of the fields described below are displayed. However, they are available for evaluating and displaying set items in the posted and unposted sales documents.
Fieldname
Set- or component line
Description
Set Item No.
Set- and component line
Specifies the Item No. of the Set.
Set Quantity
set line
Specifies the Quantity of Sets.
Set Unit of Measure Code
set line
Specifies the Set Unit of Measure Code.
Set Unit of Measure
set line
Specifies the Set Unit of Measure.
Set Unit Price
set line
Specifies the Unit Price for the Set.
Set Line Discount %
set line
Line discount % from the document line of the original set item before unfolding.
Set Line Amount
set line
Total of the line amounts from the assigned set component lines in the document.
Set Line Discount Amount
set line
Total of the line discount amounts from the assigned set component lines in the document.
Set GUID
set line
Clear identification of the set line within the document.
Belongs to Set GUID
component line
Assignment of the component line to the set line. The "Set GUID" of the set item is written into the "Belongs to Set GUID" field of the associated component rows when unfolded.
Set Component
component line
Indicates whether the document line is a set component (yes/no). For easier filtering of component rows.
Original Set Component Qty.
component line
Specifies how many units of the component are necessary to form a set. Is saved when the set is unfolded.
Original Set Component Percentage
component line
Specifies the percentage of the set sales price assigned to the component. Is saved when the set is unfolded.
Docs / NVXSET Item Set / Appendix Release Notes
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXSET 1.0.2.0
as of Business Central 22 2024/06/14
Improvements
A new setup to control at posting a sales document with sets if whole sets will be shipped or invoiced.
NVXSET 1.0.1.0
as of Business Central 22 2024/04/29
Corrections
Fixes the totals when updating sales lines with set items.
The components are assigned to the set item using the menu item “Set Components” in the item card.
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.
