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 Setup#
First, some basic setup must be done for the additional items. The setup for this is done in the "Additional Items Setup". The individual fields of the setup card are explained in more detail below:
|Max. Number of Cross-References||Specifies the maximum number of related items to be created by the automatic generation.|
|Min. Number of Cross-Reference Hits||Specifies the minimum number of connections required for automatic generation.|
|Open Page for Additional Item Automatically||Specifies whether the list of related items should be opened automatically.|
|Insert Mandatory Additional Items Automatically||Specifies whether related items that have been marked as necessary will be inserted automatically.|
Deposit of Additional Items#
The Additional Items are stored in the item card of the base item. If desired, this configuration can also be made per variant.
To do this, first call up the Item List via the user search and then the required basic item.
Using the "Related > Item > Additional Items" ribbon, you can add the related articles to the base item using the table below.
|Type||You can use the "Type" field to specify the type of additional line. You can choose from the following:
• General Ledger Account,
• Fixed Asset
• Charge (Item)
|No.||Depending on the "Type" field, the number of the corresponding line can be selected here (item 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 number and is not editable.|
|Sales||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.|
|Purchase||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.|
|Mandatory (Purchase)||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 Precision||Specifies whether the quantity should be rounded.|
|Quantity Rounding Type||Specifies how the quantity is to be rounded.|
|Sales Unit of Measure||Differing from the sales unit and the unit of the item, you can define other sales units.|
|Purch. Unit of Measure||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 Additional Items is created manually by the user or automatically.|
If the base item 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 item in your processes. To do this, you must create a 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.
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.
Additional Items can also be retrieved subsequently by selecting "Line > Functions > Select Additional Items".
Automatic generation of Additional Items#
With the help of the report "Generate Item Cross Reference" 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 "Additional Items Setup".
To use the functionality, first call up the report "Generate Item Cross Reference" via the user search.
The filtering mask opens, where you can make the following filtering options:
|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:
• 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").