What are Supplementary Items?
Supplementary Items are additional products that get automatically suggested or added when you select a primary product, based on the setup in the release product master in Microsoft Dynamics 365 for finance and operations
Microsoft Dynamics 365 Finance & Operations (F&O) offers several features for Supplementary Items:
- Cost Options: These items can be added at no extra cost or at their item cost price, managed by the “Free of charge” toggle.
- Applicability Period: You can define when supplementary items should be applicable using the “Date Interval” option.
- Optional Additions: Some items can be set as optional, controlled by an “Optional” toggle.
- One-Time Application: Supplementary items can be configured to apply only once, with the “Once only” option.
- Versatile Usage: These items can be included in both Purchase Orders and Sales Orders.
How to process supplementary items?
- Add the supplementary items for parent items on the Released products master.
- Open the Item from released products.
Select the Supplementary purchase item from Purchase – for Purchase orders.
Select the Supplementary sales item from Sell – for Sales orders.
Set up options
- Account selection – Select the account relation. This can be selected for each customer or group of customers or for all customers.
- Quantity Limit – Specify the minimum quantity required to avail the supplementary item.
- Supplementary Item – Choose the supplementary item.
- Supplementary Qty – Enter the applicable supplementary quantity.
- Multiple Qty – Define the multiple quantity. For every multiple quantity, the supplementary quantity will be calculated.
- Date interval – Set the start and end dates for which the supplementary item will be valid.
- Free of charge – Enable or disable this option depending on whether the supplementary item is provided free of cost.
- Optional – Enable this option if supplementary items are optional. This means the optional item can be added or excluded in the supplementary item calculation, if defined in the setup.
- Once only – Enable this option if the supplementary item is applicable only once for the specific period.
Creating a Sales Order and Checking Supplementary Quantity Calculation
Create a Sales Order:
Begin by creating a sales order with a quantity of 10.
Add Sales Order Line:
Add the sales order line to your order.
Calculate Supplementary Item:
Click on Sales order line and then select Calculate Supplementary Item.
- System will calculate supplementary quantity as 20 as per the set up.
In this case, supplementary item quantity is 2 for every multiple of quantity of 1.
- After completing the above steps, a new line will be added to the sales lines with free of charge details for the supplementary item.
New line added automatically for Supplementary Item.
Summary
Supplementary items in Dynamics 365 Finance & Operations offer a versatile and customizable way to enhance your primary products with additional offerings. With features such as cost options, applicability periods, and optional additions, businesses can tailor the supplementary items to meet their specific needs. The system’s ability to calculate supplementary quantities and add them automatically to sales or purchase orders streamlines the process, ensuring a smooth and efficient operation.
Special thanks to Co-blogger Santosh Kumar for his contributions to this post!
Connect with him on LinkedIn: Santosh’s LinkedIn Profile
