Create a package

For more information: Stock items (IN202500), Non-stock items (IN202000).

Introduction

Before you start

Before you configure the tax report, make sure:

• That all required deferral codes designed for configuring packages are created in the system.
• That all required items to be part of a package are created in the system.

You can similarly create a package in the Stock items (IN202500) window.

1. Go to the Non-stock items (IN202000) window.

2. On the window toolbar, click to create a new non-stock item.

3. On the Deferral settings tab, specify the deferral settings of this item:

   1. In the Deferral code field, select the deferral code that was created in your system for configuring multiple-deliverable arrangements. (For this code, the Multiple-deliverable arrangement field is selected in the Deferral codes (DR202000) window.)
   2. On the toolbar of the Revenue components table, click .
   3. In the Item ID column of this row, select the item to be included in the package.
   4. In the Quantity column, specify the number of this item that is included in the package.
   5. 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 in the Deferral codes (DR202000) window, the next two columns will be available for editing.
   6. 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).
   7. 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).
   8. 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.
   9. 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.
   10. 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.

4. Repeat step 3 (with all its substeps) for each item to be added to the package.

5. In the window toolbar, click .