System Process Document

Creating a Product Family Item

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File Name 27760411.doc
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Document Generation Date 18/01/2010 09:38:00
Date Modified 1/18/2010 09:38:00 AM
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Creating a Product Family Item

Trigger:

Concept
A product family is a grouping of products whose similarity in resource usage, design, and
manufacturing process facilitates planning at an aggregate level. A product family cannot be a
part of a Standard, Model, Option Class, or Planning Bill of Material. Consequently, a product
family is a single level bill. Members of a product family can belong to one and only one product
family. You will be able to plan based on the planning percentages and effectivity of the product
family members.

Prerequisite: You must make sure that the Product Family flex structure is configured to match
the System Items structure. If the System Items structure is changed it should be reflected in the
Product Family structure as well. You are not required to use the product family template. If you
choose not to use a template, make sure that you define the correct product family attributes.
Specifically, the item must be an inventory item and the BOM Item Type must be Product
Family. The item must also be BOM allowed.

In this topic, you will create a product family item.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Creating a Product Family Item

Procedure

Step Action
1. Begin by navigating to the Master Items page.

Click the vertical scrollbar.

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Creating a Product Family Item

Step Action
2. Click the Manufacturing and Distribution Manager link.

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Creating a Product Family Item

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Master Items link.

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Creating a Product Family Item

Step Action
5. Use the Organizations page to select your organization.

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Creating a Product Family Item

Step Action
6. Click the M1 Seattle Manufacturing list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

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Step Action
8. Use the Master Items page to define and control items that you stock in inventory.
Once defined, you assign items to organizations. You choose whether to have
centralized or decentralized control of your items through a variety of item
attributes.

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Creating a Product Family Item

Step Action
9. Click in the Item field.

Step Action
10. Enter the desired information into the Item field. Enter "RT_Product".

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Creating a Product Family Item

Step Action
11. Click in the Description field.

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Creating a Product Family Item

Step Action
12. Enter the desired information into the Description field. Enter "Product Family".

Step Action
13. Click the Tools menu.

or Press [Alt+T].

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Creating a Product Family Item

Step Action
14. Click the Copy From... menu.

or Press [C].

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Creating a Product Family Item

Step Action
15. Use the Copy From page to select and copy the template to the item.

Step Action
16. Click the Template list.

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Creating a Product Family Item

Step Action
17. Use the Use a Template page to select the template.

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Creating a Product Family Item

Step Action
18. Click the vertical scrollbar.

Step Action
19. Click the @Product Family list item.

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Creating a Product Family Item

Step Action
20. Click the OK button.

or Press [Alt+O].

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Creating a Product Family Item

Step Action
21. Click the Apply button.

or Press [Alt+A].

Step Action
22. Click the Done button.

or Press [Alt+D].

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Creating a Product Family Item

Step Action
23. Click the Save button.

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Step Action
24. You have completed the Creating a Product Family Item procedure.
End of Procedure.

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