Additional Items#

General#

The app additional items (cross-selling) allows you to easily assign additional items, spare parts and services in your item master. Various parameters are considered and defined during the assignment:

When creating documents, the additional item or service can be displayed, for example, as a mandatory addition or as an option
Define the quantity calculation as a fixed quantity or store an automatic quantity output as a factor on the selection of the "main article" (incl. setting of the quantity rounding)
Automatic generation of cross-selling references incl. deposit of a minimum number of items

Introduction Additional Items#

Additional Items | KUMAVISION App from KUMAVISION on Vimeo.

Link to Microsoft App Source "KUMAVISION Additional Items"

Establishment#

First, some basic setup must be done for the associated articles. The setup for this is done in the "Associated item setup". The individual fields of the setup card are explained in more detail below:

Field	Description
Max. Number of cross-reference hits	Specifies the maximum number of related articles to be created by the automatic generation.
Min. number of cross-reference hits	Specifies the minimum number of connections required for automatic generation.
Automatically open page for related articles	Specifies whether the list of related items should be opened automatically.
Automatically insert required related articles	Specifies whether related items that have been marked as necessary will be inserted automatically.

Inforegister Support Information#

Field	Description
App ID	Specifies the ID of the current app.
Registered	Indicates whether the app is registered.
App name	Specifies the name of the app.
App version	Indicates the current version of this app.
UID	Specifies the UID.
HTTP request allowed	Specifies the permissibility of the http request from the extension setting.
AAD Client ID	Specifies the Azure Active Directory ID.
Environment name	Specifies the name of the current environment.

Deposit of associated articles#

The associated articles are stored in the article card of the base article. If desired, this configuration can also be made per variant.

To do this, first call up the article overview via the user search and then the required basic article.

Using the Navigate>Articles>Additional articles ribbon, you can add the related articles to the base article using the table below.

Field	Description
Type	You can use the "Type" field to specify the type of additional line. You can choose from the following: • General Ledger Account, • Article, • Resource, • WG/ plant • Allowance/Discount (Article)
No.	Depending on the "Type" field, the number of the corresponding line can be selected here (article number, resource number, ...).
Variant code	Represents the variant of the corresponding line, depending on the "Type" and "No." field.
Description	The description is automatically filled by the system after selecting a no. and is not editable.
Sale	This field allows you to specify that the corresponding row is used in the sales documents. If a line is only used on the purchase page, this field must be deactivated. When the overview map is displayed later within the document entry, the lines will be filtered accordingly.
Sales sequence no.	You can define a sequence for the related item in the sale.
Purchasing	With this field you can specify that the corresponding row will be used in the purchasing documents. If a line is to be used only for the sales page, then this field must be deactivated. When the overview map is displayed later within the document entry, the lines are filtered accordingly.
Purchase sequence no.	You can define a sequence for the related item in Purchasing.
Required (sale)	This field allows you to control whether the cross-selling item is selectable or automatically used in the sales documents.
Required (Purchasing)	This field allows you to control whether the cross-selling item is selectable or automatically used in the purchasing documents.
Quantity calculation	This field defines whether the quantity is a factor of the quantity from the document or a constant quantity.
Quantity / factor	Depending on the field quantity calculation, you can enter a factor or a constant quantity.
Quantity rounding	Specifies whether the quantity should be rounded.
Quantity rounding type	Specifies how the quantity is to be rounded.
Sales unit code	Differing from the sales unit and the unit of the item, you can define other sales units.
Purchasing unit code	Differing from the purchasing unit and the unit of the item, you can define other purchasing units.
Automatically created	This field allows you to control whether the associated article is created manually by the user or automatically.

If the base article is inserted into a document (e.g. quotation or order), an overview card with the configured extras is displayed. Depending on the configuration, these can still be adjusted and then transferred to the document.

Use in process#

You can now use the configured base article in your processes. To do this, you must create a Create new sales/purchase document.

In the following example, a sales order is used:

First, a new sales order is created with the necessary information in the "General" info tab. Then an item line with the configured base item is entered. After checking the desired quantity, the overview card opens with the configured additional items.

Note

If you change the quantity of the base item, the overview card with the configured additional items will be displayed again, updated.

If you decide to remove the base item from the document, there will be a prompt asking if you want to delete the linked rows as well.

Associated articles can also be retrieved subsequently by selecting "Line> Function>Select associated articles".

Automatic generation of associated articles#

With the help of the report "Generation of related items" the assignment of the corresponding additional items to an item is done automatically.

The prerequisite for this is that the fields "Max. number of cross-reference hits" and "Min. number of cross-reference hits" are maintained in the "Related item setup".

To use the functionality, first call up the report "Generation of associated articles" via the user search.

The filtering mask opens, where you can make the following filtering options:

Field	Description
From date / To date	Set a consideration period for considering combination purchases/sales.
Direction	Specify the direction for which the system should check the combinations. You can choose from the following: • Sales • Purchasing • Purchase and sale
Item no.	Specify a (base) item number for which, the system should check further combination purchases / sales.

When the report is run, all additional item entries with "Automatically created = yes" are deleted and are recreated as follows:

The system evaluates the sales/purchase history by the number of common item sales/purchases. If the number of hits exceeds the value stored in the "Related items setup", an entry is created in the "Related items" table. The number of created entries can be limited by another setting value ("Max. number of cross-reference hits").

What happens after the free trial#

What happens after the free trial? from KUMAVISION on Vimeo.