To Configure a Package

You use the Non-Stock Items (IN202500) or Stock Items (IN202000) form to configure a package (that is, a multiple-deliverable arrangement) in the system.

Before You Proceed

Before you configure the package, make sure of the following:

  • All required deferral codes designed for configuring packages have been created in the system. For details, see Managing Recognition for Packages.
  • All required items (stock items or non-stock items) to be part of the package have been created in the system.

To Create a Package

Note: This section describes how to configure a package by using the Non-Stock Items (IN202000) form. You can create a package similarly on the Stock Items (IN202500) form.
  1. Open the Non-Stock Items (IN202000) form.
  2. On the form toolbar, click Add New Record to create a new non-stock item. For details, see Non-Stock Item: Implementation Activity.
  3. On the Deferral tab, in the Deferral Code box, select a deferral code that was created in your system for configuring multiple-deliverable arrangements. (For this code, the Multiple-Deliverable Arrangement check box must be selected on the Deferral Codes (DR202000) form.)
  4. In the Revenue Components table of the tab, do the following for each item to be added to the package:
    1. On the table toolbar, click Add Row.
    2. In the Inventory ID column of this row, select the item (by its identifier) that should be included in the package.
    3. In the Quantity column, specify the number of this item that is included in the package.
    4. In the Deferral Code column, select the deferral code, which defines the conditions for deferring this item. If you select a deferral code with the Flexible by Periods, Prorate by Days or Flexible by Days in Period recognition method specified on the Deferral Codes form, the Default Term and Default Term UOM columns will be available for editing.
    5. In the Default Term column (if available), specify the period to defer the item (for example, the period that is defined in the maintenance contract).
    6. In the Default Term UOM column (if available), select the unit of measure to be used for the default term. Possible values are the following: year(s), month(s), week(s), or day(s).
    7. In the Allocation Method column, select the method to be used to allocate the total document amount between the components of the package: Percentage, Fixed Amount, or Residual. For details, see Managing Recognition for Packages.
    8. Optional: If you have selected the Percentage option in the Allocation Method column (which makes the Percentage column available for editing), specify the percentage that defines the component portion of the total package price.
    9. Optional: If you have selected the Fixed Amount option in the Allocation Method column (which makes the Fixed Amount column available for editing), specify the fixed price of this component.
  5. On the form toolbar, click Save.