Additional Items#
Overview#
The Additional Items (Cross-Selling) app provides an easy way to assign additional items, spare parts, and services to your item master data. For the assignment, various parameters can be considered and defined:
- When you create a document, the additional item or service might be displayed as mandatory or optional.
- Define a fixed quantity for quantity calculation or specify the quantity to be output automatically based on a factor applied to the selected main item (including quantity rounding setting).
- Automatic generation of cross-selling references including the specification of a minimum quantity
Introduction#
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Setup#
Additional Items Setup#
First, specify some basic settings for the Additional Items app. This is done on the Additional Items Setup card. The following fields are available on the setup card:
Additional Items FastTab#
| Field | Description |
|---|---|
| Max. Number of Cross-Ref. Hits | Specifies the maximum number of additional items to be created automatically. |
| Min. Number of Cross-Ref. Hits | Specifies the minimum number of relations required for automatic item creation. |
| Open Page for Additional Items Automatically | Specifies if the list of additional items should be opened automatically. |
| Insert Mandatory Additional Items Automatically | Specifies if additional items that are marked as mandatory should be inserted automatically. |
| Sales Document Type Filter | Specifies the types of documents that the item list should be opened for or that the additional items should be entered on automatically. If this field blank is left blank, both processes will be used for all document types. |
| Purchase Document Type Filter | Specifies the types of documents that the item list should be opened for or that the additional items should be entered on automatically. If this field blank is left blank, both processes will be used for all document types. |
Specify additional items#
Additional items can be specified on the Item Card of the base item. If desired, configure the additional items per variant.
To do so, first open the Item List via the Tell Me function. Then, open the desired base item.
On the ribbon, select Related > Item > Additional Items to specify the additional item for the base item. The table contains the following fields:
| Field | Description |
|---|---|
| Type | In the Type field, specify the type of the line. The following options are available: • G/L Account, • Item, • Resource, • Fixed Asset • Surcharge (Item) |
| No. | Depending on the setting in the Type field, you can select the number of the corresponding line here (item number, resource no., …) |
| Variant Code | Displays the variant of the item in the corresponding line, depending on the contents of the Type and No. fields. |
| Description | Once you select a number, the system automatically populates the description, which is not editable. |
| Sales | By enabling this checkbox, you can specify that the corresponding line will be used in sales documents. If this line is to be used for purchases only, disable this checkbox. The lines will be filtered accordingly when displayed later on the overview card during document input. |
| Sales Sequence No. | You can define a sequence for the additional item in Sales. |
| Purchase | By enabling this checkbox, you can specify that the corresponding line will be used in purchase documents. If this line is to be used for sales only, disable this checkbox. The lines will be filtered accordingly when displayed later on the overview card during document input. |
| Purch. Sequence No. | You can define a sequence for the additional item in Purchase. |
| Mandatory (Sales) | Using this field, you can control whether the cross-reference item is selectable or is used automatically in Sales documents. |
| Mandatory (Purchase) | Using this field, you can control whether the cross-reference item is selectable or is used automatically in Purchase documents. |
| Qty. Calculation | This field defines whether the quantity is calculated using a factor applied to the quantity from the document or specified as a fixed quantity. |
| Qty. / Factor | Depending on the setting of the Qty. Calculation field, you can enter a factor or a fixed quantity. |
| Qty. Rounding | Specifies whether the quantity should be rounded. |
| Qty. Rounding Type | Specifies how the quantity should be rounded. |
| Sales UOM | In addition to the Sales unit of measure and the unit of measure of the base item, you can define other Sales units of measure. |
| Purch. UOM | In addition to the Purchase unit of measure and the unit of measure of the base item, you can define other Purchase units of measure. |
| Automatically created | Using this field, you can control whether the additional item is created automatically or manually by the user. |
Once the base item is added to a document (e.g., quote or purchase order), an overview card displays, showing the configured additional items. Depending on the configuration, these can be adapted and then copied to the document.
Use additional items in your processes#
Now, you can use the configured base item in your processes. To do so, create a new sales / purchase document.
The following example illustrates this using a customer order:
First, create a new sales order by entering any required information on the General tab. Then, enter an item line for the configured base item. After verification of the desired quantity, the system opens an overview card with the configured additional item lines.
Note
If you change the quantity of the base item, the overview card with the configured, updated additional items will be redisplayed.
If you delete the base item from the document, the system will prompt you to confirm that the related lines should also be removed.
You can add the associated items later by selecting Line > Functions> Select Additional Items.
Generate additional items automatically#
The Generation of Additional Items report can be used to assign additional items to an item automatically.
This is only possible if you maintained the Max. Number of Cross-Ref. Hits and Min. Number of Cross-Ref. Hits on the Additional Items Setup card.
To use this feature, open the Generation of Additional Items report via the Tell Me function.
A filtering screen opens where you can specify the following filters:
| Field | Description |
|---|---|
| From Date / To Date | Select a period for the generation of combination sales / purchases. |
| Direction | Specify the direction for which the system should check the combinations. The following options are available: • Sales • Purchase • Sales and Purchase |
| No. | Specify the number of a (base) item for which the system should evaluate the combination sales / purchases. |
When this report is run, all additional item lines where the Automatically Created field is selected will be deleted and then recreated as follows:
The system evaluates the sales and purchasing history to determine the number of combination sales / purchases. If the number of hits exceeds the value specified in Additional Items Setup, respective entries will be generated in the Additional Items table. The number of entries generated can be restricted by setting the value of Max. Number of Cross-Ref. Hits as desired.
What happens after the free trial has expired?#
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