Materials may also vary depending on the purchase/sales methods and types. Each Material Set consists of a few items that are processed with different VAT rates. When a material set is posted to G/L, materials can be recorded to different accounts depending on the VAT rates and amounts of materials forming the material set. The material lines constituting the material set are listed separately in invoice printing. 
For materials that are both included in material set and sold, the set and individual sales are separately monitored, and the costs are calculated. Quantities of each material in the material set are definite. Material cards of set materials are opened by selecting either Material Set or Assorted as the record type in the Material Management module. Sales transactions of these materials are recorded by selecting Material Set as the line type on slips and invoices. 
The Set Components option located under the Related Records menu is used to specify the materials within the material set, their quantities and whether they are mandatory components. Set materials are processed using the main unit. Materials forming the set will also be processed within the set only through the main unit. 
Unit prices of materials forming the material set are recorded on the related material line using the Sales/Purchase Prices options located under the Related Records menu. If the Set Price on the price card is selected as "Component Dependent", prices of components forming the set are specified on related fields. If the price is to be specified as "Component Independent", a unit price can be specified for the material set. Prices specified here are transferred as default into the unit price fields of sales slips and invoices along with sales price options. 
Material Set Lines on Slips and Invoices: Sales transactions of materials purchased as material set are recorded using sales order slips, dispatches and invoices in the Sales section. 
In case that the material to be processed on slip and invoice line belongs to a material Set, the line Type is selected as Material Set on the type column. 
When a Material Set code is entered on the material code column, lines of the materials constituting the set components are automatically generated. These lines are displayed as additional lines linked to the material set line. This line information about the materials within the set cannot be changed or deleted.

  • In the lines of the materials constituting the set, the VAT specified in material records is transferred as default into the VAT field. This data can be changed if necessary.
  • Since the materials constituting the set can be processed with different VAT rates, the VAT rate field located on the material set line is not editable.
  • The component quantities specified in the set definition are automatically inserted into the quantity field of the set material lines, and cannot be changed. However, material set material unit price can be changed.
  • The defined purchase/sales price can be selected on the unit price field of the set material line, or the sales transaction can be performed through other prices. When the price is changed, the prices of the materials on the material set lines change according to their distribution rates.

Discounts, Expenses and Promotions on Material Sets

Discounts, expenses and promotions related to material sets are recorded under the lines of materials forming the set by specifying the line type. A direct discount rate or amount is specified for expenses, discounts and promotions to be applied to the line. Otherwise, defined discount, expense and promotions can be used. The line type is specified as discount for discount, expense for expenses, and Promotion for promotions. 
If the priority of discounts, expenses and promotions to be applied to material set lines is specified with a campaign definition, conditions set in the definition are applied using the Apply Campaign option. The Apply Campaign option is located in the F9-right click menu. Discounts, Expenses and Promotions specified in the purchase campaign definition are applied and listed under the material lines of the simple set. The sales campaigns are applied by processing the simple set line rather than the material lines of the simple set.

Posting simple set material transactions

When material set slips are posted to the G/L, the amount on the material set line is posted to the material set G/L account as in other material lines. The only difference in posting material sets to G/L is the VAT amount. 
The VAT amount is divided by processing the VAT rates and amounts of each material within the set, and posted to G/L under separate VAT accounts.