To assign an item to a catalog Navigate to the Master Items Summary window and select an item. Choose Catalog on the Tools menu. The Item Catalog window appears Enter a catalog group. The descriptive elements for this catalog group display in the Name field. Assigning the item to this group means the item shares these descriptive elements. Otherwise, if a descriptive element is Color, for example, you could set up conflicting values, such as the item as Red in one organization and Blue in another.
Indicate whether the catalog is complete. You can check this option only after defining values for all required descriptive elements. You determine which elements are required when you define the catalog group. Leave this option off if you have not finished defining values. This calls attention to the fact that some values are temporarily undefined. Enter a specific value for each descriptive element that pertains to the item.
For example, if the descriptive element is Color, you might enter Blue. Indicate whether to include a descriptive element in a catalog-derived item description. If you turn this option on and choose Update Description, the value of the descriptive element is included in a concatenation that creates a catalog-derived item description.
The default is the Description Default value you defined for the descriptive element when you defined the catalog group. To replace the existing item description with a catalog-derived item description Choose Update Description.
This creates an item description by concatenating the item catalog group description default or the catalog group name with the descriptive element values you defined.
The concatenated item description displays in the Item Catalog Description field. This allows you to search for items through these relationships. Except in Oracle Purchasing, these relationships are for inquiry and reporting purposes only. Item Relationships with Oracle Purchasing Within Oracle Purchasing you can define acceptable substitute items for receiving. You must define a list of substitutes before you receive a substitute item in place of an originally ordered item.
If you receive a substitute item, you must have previously defined a unit of measure conversion between the unit of measure on the purchase order and the unit of measure on the receipt. To receive a substitute item correctly, you should ensure that the ordered item and the substitute item share the same base unit of measure. To define item relationships Navigate to the Item Relationships window.
The Find Item Relationships window appears. Choose new to define a new relationship. You can also enter search criteria and choose Find to display existing item relationships. Enter an item that represents the From part of the relationship. Enter an item that represents the To part of the relationship. Select the Type of relationship between the items. The items are related in a non-specific way. One item is a substitute for another.
To define the parameters for substitute item relationships, select the Planning Details button and see defining details for substitute item relationships below.
The Planning Details button is enabled only for the item relationship type Substitute. This relationship indicates that one item may be sold in lieu of another item. This relationship indicates that a newer version of the item exists, and can be sold in place of the older item. This relationship establishes service items for a repairable item.
This relationship indicates that you must possess one of the items as a requirement to possessing the other item. This relationship indicates collateral, such as marketing brochures, that you possess for an item.
This relationship indicates that one item has replaced another item that is no longer available. This relationship indicates if a customer purchases one item, the other item is received for free. This relationship is used to relate items to each other but only under special conditions. This relationship indicates that these items may never be used together. This relationship indicates a mandatory charge if the customer purchases both items. This relationship indicates an optional charge if the customer purchases both items.
This relationship enables a customer to upgrade from one item to another item or equal or higher value, without an additional charge. This relationship enables you to split support for an item so you do not have to manually split support at contract renewal. To use this relationship, you must be in a planning enabled organization.
This relationship enables rules based consolidation of contracts. You may use the earliest or latest target end date for consolidation. This allows you to choose how contracts are consolidated. During contact renewal you are given the option of renewing contracts based on new licenses, or old licenses. You use the Repair to item relationship with field service operations that use spares management functionality. If a part has been superseded by another part, the Repair to item relationship determines the replacement part.
Indicate whether the item relationship is Reciprocal. Indicate if the item relationship type is substitute, indicate if planning is enabled for the substitute item. To define details for Substitute Item Relationships: In the Planning Details region, enter the Substitution set. Select the Partial Fulfillment check box if applicable.
Enter the Effective Dates for the Substitution. Select the All Customers check box if the substitution applies to all customers. Defining Manufacturer Part Numbers You can define manufacturer part numbers for items. You can use this information for reporting purposes; and in catalog searches for particular items. To define manufacturers Navigate to the Manufacturers window. Enter the name of the manufacturer.
To enter an item and its associated manufacturer part number from the Manufacturers window Navigate to the Manufacturers window. Enter a manufacturer part number. You can assign the same item to multiple manufacturer part numbers.
To associate an item with an existing manufacturer part number Navigate to the Manufacturer Part Numbers window. Assigning Subinventories to an Item You can assign a list of subinventories to an item.
You restrict an item to the list of subinventories by setting the Restrict Subinventories attribute when you define or update the item. In these cases you do not have to set the Restrict Subinventories attribute, only establish the relationship between the item and subinventory.
You can also specify planning information and locators for the item in its assigned subinventories. This information is used to perform min-max planning and replenishment processing at the subinventory level. Choose Item Subinventories from the Tools menu. The Item Subinventories window appears. Enter a Subinventory to assign to the item. Select the Planning tabbed region.
Indicate whether to use min-max planning for the item in this subinventory. If this subinventory uses PAR Level planning, this field is disabled. If you do not check Min-Max Planning, the item is not planned at the subinventory level for this subinventory. If you check Min-Max Planning, enter minimum quantity and maximum quantity on hand values. The suggested maximum quantity to maintain as on-hand inventory.
This maximum displays on the min-max report, indicating that any order placed should not force the on-hand quantity of the item to exceed this quantity. Optionally, enter a locator if you are using PAR Level planning for this subinventory. This field is disabled, if you do not enable PAR level planning on the Subinventories window. You can assign an item to multiple locators within a subinventory, each with a different PAR level. However you cannot assign multiple PAR levels to the same locator.
To enter order modifier information for the item Select the Order Modifiers tabbed region. Enter the fixed lot multiple quantity for the item. Enter the minimum order quantity for the item in this subinventory.
Planning algorithms min-max and replenishment place orders of at least this quantity. Enter the maximum order quantity of the item in this subinventory. Planning algorithms min-max and replenishment place orders no greater than this quantity. To enter sourcing information for the item Select the Sourcing tabbed region. Select a source type.
Fill requests for this item in this subinventory by creating internal requisitions that pull stock from existing inventory.