Setting Up Configurable Item Templates Concept Setting Up

Setting Up Configurable Item Templates Concept

Setting Up Configurable Item Templates

Setting Up Configurable Item Templates Step 1 Begin by navigating to the Master Item Fields page. Click the Items menu.

Setting Up Configurable Item Templates Step 2 Click the Configurable Item Templates menu.

Setting Up Configurable Item Templates Step 3 Click the Field Groups menu.

Setting Up Configurable Item Templates Step 4 Click the Set. ID Level menu.

Setting Up Configurable Item Templates Step 5 Click the Master Item menu.

Setting Up Configurable Item Templates Step 6 Click the Add a New Value tab.

Setting Up Configurable Item Templates Step 7 Enter the desired information into the Item Fields Template ID field. Enter "ROADBK".

Setting Up Configurable Item Templates Step 8 Click the Add button.

Setting Up Configurable Item Templates Step 9 Use the Master Item Fields page to choose fields for your configurable item template from the Master Item Fields (MASTER_ITEM_TBL) record. These fields are the basic setup to add a new item and are located at the set ID level. This page is required for any configurable item template.

Setting Up Configurable Item Templates Step 10 Un-select the Include in Group check box to remove all item attributes on this page from this field group template. For example, if you do not use item substitutes then you do not need the fields located in the Substitute Item Field tab on the Master Item field group. This check box is disabled and cannot be used for critical field groups such as the Master Item Fields page.

Setting Up Configurable Item Templates Step 11 Un-select the Include in Batch check box to remove all item attributes on this page from the batch run of the Item Loader process. Some segments are not applicable to the batch mode and this check box enables you to prevent these segments from being loaded. This check box is disabled and cannot be used for critical field groups such as the Master Item Fields page.

Setting Up Configurable Item Templates Step 12 Use the Copy From Template field and the Copy Fields button to select an existing field group template to be copied into your new field group template. This field is only available when adding a new template.

Setting Up Configurable Item Templates Step 13 Select the Required option for fields that require an entry by the user or system when adding the new item. Fields that are critical to setting up a new item are automatically selected and cannot be un-selected.

Setting Up Configurable Item Templates Step 14 Select the Modifiable option to enable this item attribute to be changed by the user when the item is entered on the Item Add component

Setting Up Configurable Item Templates Step 15 Select the Displayed on Template option to make the item attribute visible on the value group templates where you can enter a default value. These fields may or may not be modifiable.

Setting Up Configurable Item Templates Step 16 For item attributes that are date/time fields, select the Use Current Date/Time check box to populate the field with the current date and time when creating the value group template. The value cannot be changed within the value group template, but it can be changed when adding a new item in the Item Add component.

Setting Up Configurable Item Templates Step 17 Click the Inventory Item Fields tab.

Setting Up Configurable Item Templates Step 18 Use the Inventory Item Fields page to select fields for your configurable item template from the Inventory Item Fields (INV_ITEMS) record. These fields are inventory-related item attributes applied at the set. ID level. These attributes remain consistent for the set. ID/item ID combination across all inventory business units.

Setting Up Configurable Item Templates Step 19 Include the Storage Rule ID field in your configurable item template. Select the checkbox in Required column for STOR_RULES_ID. Click the Required option. Click the STOR_RULES_ID option.

Setting Up Configurable Item Templates Step 20 Include the Ship Via Code field in your configurable item template. Select the checkbox in Required column for SHIP_TYPE_ID. Click the Required option. Click the SHIP_TYPE_ID option.

Setting Up Configurable Item Templates Step 21 Click the Save button.

Setting Up Configurable Item Templates Step 22 Next, navigate to the Inventory Management - Fixed Picking Location Fields page. Click the Field Groups menu.

Setting Up Configurable Item Templates Step 23 Click the Business Unit Level menu.

Setting Up Configurable Item Templates Step 24 Click the Inventory Management menu.

Setting Up Configurable Item Templates Step 25 Click the Add a New Value tab.

Setting Up Configurable Item Templates Step 26 The system pulls the Item Fields Template ID value from the previous page. Otherwise, you would have to enter it on this page.

Setting Up Configurable Item Templates Step 27 Click the Add button.

Setting Up Configurable Item Templates Step 28 Use the Picking Zone Fields page to select fields for your configurable item template from the Picking Zones (PICK_ZONE_INV) record. These fields are defined at the business unit level and are used to group storage locations into picking zones to help direct the picking operations within the People. Soft Inventory business unit.

Setting Up Configurable Item Templates Step 29 The ZONE_CD field and the PRIORITY_NBR field both require an entry by the user or system when adding the new item. The Required option is selected for fields that are critical to setting up a new item and cannot be un-selected.

Setting Up Configurable Item Templates Step 30 Click the Fixed Picking Location Fields tab.

Setting Up Configurable Item Templates Step 31 Use the Fixed Picking Location Fields page to select fields for your configurable item template from the Fixed Picking Locations (FIXED_BIN_LOC_INV) record. These fields are defined at the business unit level and are used to assign an item to a fixed picking location.

Setting Up Configurable Item Templates Step 32 Note that the Displayed on Template option is automatically selected for the STORAGE_AREA and STOR_LEVEL fields. Select this check box to make the item attribute visible on the value group templates where you can enter a default value.

Setting Up Configurable Item Templates Step 33 Include the Storage Area field in your configurable item template. Select the checkbox in Required column for Storage_Area. Click the Required option. Click the STORAGE_AREA option.

Setting Up Configurable Item Templates Step 34 Click the Show following tabs button.

Setting Up Configurable Item Templates Step 35 Click the Default Putaway Loc Fields tab.

Setting Up Configurable Item Templates Step 36 Use the Default Putaway Loc Fields page to select fields for your configurable item template from the Default Putaway Location (DEFAULT_LOC_INV) record. These fields are defined at the business unit level and are used to assign an item to a default putaway location.

Setting Up Configurable Item Templates Step 37 Include the Storage Area field in your configurable item template. Click the STORAGE_AREA option.

Setting Up Configurable Item Templates Step 38 Click the Save button.

Setting Up Configurable Item Templates Step 39 Next, navigate to the Master Item Values page. Click the Configurable Item Templates menu.

Setting Up Configurable Item Templates Step 40 Value groups assign default values for the item attributes chosen in your field group templates. The item attributes available on the value group template are the fields where you selected the Displayed on Template check box on the field group template. Click the Value Groups menu.

Setting Up Configurable Item Templates Step 41 Click the Set. ID Level menu.

Setting Up Configurable Item Templates Step 42 Click the Master Item menu.

Setting Up Configurable Item Templates Step 43 Click the Add a New Value tab.

Setting Up Configurable Item Templates Step 44 The system pulls the Item Fields Template ID value from the previous page. Otherwise, you would have to enter it on this page.

Setting Up Configurable Item Templates Step 45 Click in the Item Values Template ID field.

Setting Up Configurable Item Templates Step 46 Enter the desired information into the Item Values Template ID field. Enter "ROADBK".

Setting Up Configurable Item Templates Step 47 Click the Add button.

Setting Up Configurable Item Templates Step 48 Use the Master Item Values page to enter default values for the fields selected on the Master Item Fields page within the Field Groups menu.

Setting Up Configurable Item Templates Step 49 Click in the Description field.

Setting Up Configurable Item Templates Step 50 Enter the desired information into the Description field. Enter "Road Bike Values Template".

Setting Up Configurable Item Templates Step 51 Click in the Standard Unit of Measure field.

Setting Up Configurable Item Templates Step 52 Enter the desired information into the Standard Unit of Measure field. Enter "EA".

Setting Up Configurable Item Templates Step 53 Click in the Default Category field.

Setting Up Configurable Item Templates Step 54 Enter the desired information into the Default Category field. Enter "CYCLING".

Setting Up Configurable Item Templates Step 55 Click the Inventory Item Values tab.

Setting Up Configurable Item Templates Step 56 Use the Inventory Item Values page to enter specific values for the fields that are selected on the Inventory Item Fields page within the Field Groups menu.

Setting Up Configurable Item Templates Step 57 The Storage Rule ID field displays because it was selected on the Inventory Item Fields page. Click in the Storage Rule ID field.

Setting Up Configurable Item Templates Step 58 Enter the desired information into the Storage Rule ID field. Enter "DRY".

Setting Up Configurable Item Templates Step 59 The Ship Via Code field displays because it was selected on the Inventory Item Fields page. Click in the Ship Via Code field.

Setting Up Configurable Item Templates Step 60 Enter the desired information into the Ship Via Code field. Enter "AIR".

Setting Up Configurable Item Templates Step 61 Click the Save button.

Setting Up Configurable Item Templates Step 62 Next, navigate to the Inventory Management - Zone Assignments page. Click the Value Groups menu.

Setting Up Configurable Item Templates Step 63 Click the Business Unit Level menu.

Setting Up Configurable Item Templates Step 64 Click the Inventory Management menu.

Setting Up Configurable Item Templates Step 65 Click the Add a New Value tab.

Setting Up Configurable Item Templates Step 66 The system pulls the Item Fields Template ID and the Item Values Template ID values from the previous page. Otherwise, you would have to enter them on this page.

Setting Up Configurable Item Templates Step 67 Click the Add button.

Setting Up Configurable Item Templates Step 68 Use the Inventory Management Zones Assignment Values page to enter default valuers for the picking and putaway zones.

Setting Up Configurable Item Templates Step 69 Click in the Description field.

Setting Up Configurable Item Templates Step 70 Enter the desired information into the Description field. Enter "Road Bike Inventory Management Values Template".

Setting Up Configurable Item Templates Step 71 In the Picking Zones group box and the Putaway Zones group box, the Zone Code field and the Priority field are displayed since they are required in the Inventory Management component of the Field Groups menu.

Setting Up Configurable Item Templates Step 72 Click in the Zone Code field.

Setting Up Configurable Item Templates Step 73 Enter the desired information into the Zone Code field. Enter "ZONE 1".

Setting Up Configurable Item Templates Step 74 Click in the Zone Code field.

Setting Up Configurable Item Templates Step 75 Enter the desired information into the Zone Code field. Enter "INSPEC".

Setting Up Configurable Item Templates Step 76 Click the Fixed Picking Location Values tab.

Setting Up Configurable Item Templates Step 77 Use the Fixed Picking Location Values page to enter specific values for the fields that are selected on the Inventory Mangement - Fixed Picking Location Fields page.

Setting Up Configurable Item Templates Step 78 Click in the Storage Area field.

Setting Up Configurable Item Templates Step 79 Enter the desired information into the Storage Area field. Enter "ZONE 1".

Setting Up Configurable Item Templates Step 80 Click the Default Putaway Loc Values tab.

Setting Up Configurable Item Templates Step 81 Use the Default Putaway Loc Values page to enter specific values for the fields that are selected on the Inventory Mangement - Default Putaway Loc Fields page.

Setting Up Configurable Item Templates Step 82 The default location type is required by the Inventory Management-Default Putaway Loc Fields page in the Field Groups menu. Click the Type list.

Setting Up Configurable Item Templates Step 83 Click the Inspection list item.

Setting Up Configurable Item Templates Step 84 Click in the Storage Area field.

Setting Up Configurable Item Templates Step 85 Enter the desired information into the Storage Area field. Enter "INSP".

Setting Up Configurable Item Templates Step 86 Click the Putaway Rule Values tab.

Setting Up Configurable Item Templates Step 87 Use the Putaway Rule Values page to enter default values for a selected field.

Setting Up Configurable Item Templates Step 88 Click the Putaway Rule list.

Setting Up Configurable Item Templates Step 89 Click the Default Location list item.

Setting Up Configurable Item Templates Step 90 Click the Save button.

Setting Up Configurable Item Templates Step 91 Next, navigate to the Item Template Group List page. Click the Configurable Item Templates menu.

Setting Up Configurable Item Templates Step 92 Click the List Maintenance menu.

Setting Up Configurable Item Templates Step 93 Click the Add a New Value tab.

Setting Up Configurable Item Templates Step 94 Click in the Item Template List ID field.

Setting Up Configurable Item Templates Step 95 Enter the desired information into the Item Template List ID field. Enter "ROADBKS".

Setting Up Configurable Item Templates Step 96 Click the Add button.

Setting Up Configurable Item Templates Step 97 Use the Item Template Group List page to create configurable template lists by combining field group templates and value group templates.

Setting Up Configurable Item Templates Step 98 Click in the Description field.

Setting Up Configurable Item Templates Step 99 Enter the desired information into the Description field. Enter "Use this template to add road bikes. ".

Setting Up Configurable Item Templates Step 100 Click the Template Group list.

Setting Up Configurable Item Templates Step 101 Click the Master Item Group list item.

Setting Up Configurable Item Templates Step 102 Click in the Item Fields Template ID field.

Setting Up Configurable Item Templates Step 103 Enter the desired information into the Item Fields Template ID field. Enter "ROADBK".

Setting Up Configurable Item Templates Step 104 Click in the Item Values Template ID field.

Setting Up Configurable Item Templates Step 105 Enter the desired information into the Item Values Template ID field. Enter "ROADBK".

Setting Up Configurable Item Templates Step 106 Click the Add row button.

Setting Up Configurable Item Templates Step 107 Click the OK button.

Setting Up Configurable Item Templates Step 108 Click the Template Group list.

Setting Up Configurable Item Templates Step 109 Click the Inventory Management Group list item.

Setting Up Configurable Item Templates Step 110 Click in the Item Fields Template ID field.

Setting Up Configurable Item Templates Step 111 Enter the desired information into the Item Fields Template ID field. Enter "ROADBK".

Setting Up Configurable Item Templates Step 112 Click in the Item Values Template ID field.

Setting Up Configurable Item Templates Step 113 Enter the desired information into the Item Values Template ID field. Enter "ROADBK".

Setting Up Configurable Item Templates Step 114 Click the Add row button.

Setting Up Configurable Item Templates Step 115 Click the OK button.

Setting Up Configurable Item Templates Step 116 Click the Template Group list.

Setting Up Configurable Item Templates Step 117 Click the Business Unit Item Group list item.

Setting Up Configurable Item Templates Step 118 Click in the Item Fields Template ID field.

Setting Up Configurable Item Templates Step 119 Enter the desired information into the Item Fields Template ID field. Enter "FAST_BU_ITEM".

Setting Up Configurable Item Templates Step 120 Click in the Item Values Template ID field.

Setting Up Configurable Item Templates Step 121 Enter the desired information into the Item Values Template ID field. Enter "FAST_BU_ITEM".

Setting Up Configurable Item Templates Step 122 Click the Save button.

Setting Up Configurable Item Templates Step 123 Click the Item Template Permission tab.

Setting Up Configurable Item Templates Step 124 Use the Item Template Permission List page to apply security to the Item Template Group List page and the Item Add component so that this template list is only used by authorized personnel.