This mode was named ‘Related Item’ in the Item Extension Wizard and allows to define relationships between Items.
This mode is only applicable to 12.1 onwards. If you are in 11i then this mode
is available in the Item Extension Wizard. This mode will only be visible if this Patch 14329926 has been applied in your instance. This patch is needed by API to
create/update 'Related Items'.
Relationship is at the master item level only; you cannot have related items at the child organization level. When there is multiple master Org for an item, the Wizard is unable to find the unique record so the customer has to add ‘Master Organization Code’ on to the sheet in front of the Item Number. An Error will show similar to “[Item Number] Unable to uniquely identify value. Dependent column(s) are required to determine uniqueness: Master Organization Code”.
Create/insert can only occur if an item exists in Oracle.
This is a 1 to Many relationships where one Item can have many relationships with an Item Number.
Duplicates are not allowed - A duplicate is the same Item and Relationship Type combination, or a Reciprocal Relationship for the same Relationship Type.
Updates are not allowed (This is the limitation of Oracle API).
Maintain Relationships Form
To open the user form, double-click in a cell in the ‘Item’ section or ‘Maintain Relationships’ section on the row you wish to populate the Relationships data (must be below row 10).
The following ‘Maintain Relationships’ form will display:
The fields displayed are the columns that were on the active sheet when the Wizard was initialized. You can enter data directly into the form and use the list of values supplied.
The Maintain Relationships uses the following columns:
Items Section
• Item Number - Item must exist in the inventory Organization and is a required field.
Maintain Relationships Section
• Related Item – This is a required field and must be an item in Oracle.
• Relationship Type – This is a required field.
• Planning Enabled and From/To date enabled matrices – Depending on the relationship type, different fields are enabled. A blank value for the field means it is disabled.
|
Type
|
Planning Allowed
|
From/To Dates Allowed
|
|
Collateral
|
N/A
|
N/A
|
|
Complimentary
|
N/A
|
N/A
|
|
Cross-Sell
|
N/A
|
N/A
|
|
Impact
|
N/A
|
N/A
|
|
Mandatory Charge
|
N/A
|
N/A
|
|
Merge
|
N/A
|
Yes
|
|
Migration
|
N/A
|
Yes
|
|
Optional Charge
|
N/A
|
N/A
|
|
Prerequisite
|
N/A
|
N/A
|
|
Promotional Upgrade
|
N/A
|
N/A
|
|
Related
|
N/A
|
N/A
|
|
Repair To
|
N/A
|
N/A
|
|
Service
|
N/A
|
N/A
|
|
Split
|
N/A
|
Yes
|
|
Substitute
|
Yes
|
N/A
|
|
Superseded
|
N/A
|
Yes
|
|
Up-Sell
|
N/A
|
|
If it is a substitute relationship type, then it can only be deleted if a plan doesn’t exist.
Maintain Relationships DFF Form
To open the Maintain Relationships DFF form, double-click in a cell in the Maintain Relationships DFF section on the row you wish to populate the relationships DFF data (must be below row 10), or click the ‘Maintain Relationships DFF’ tab on the Maintain Relationships Form.
The following ‘Maintain Relationships DFF’ form will display:
If you previously downloaded your Relationships first (See the Download Relationships section), and there are some DFFs you wish to load, enter the DFF for upload.
When these are populated along with the Maintain Relationships section the record can be uploaded.
Refer to section:
