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4 Manage Product and Service Data: Manage Product Relationships and Associations

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This chapter contains the following:

Item Relationships: Explained

Five Item Relationship Types: Explained

FAQs for Manage Product Relationships and Associations

Item Relationships: Explained

Managing item relationships includes defining, editing, and deleting item relationships.

You can create, edit and delete item relationships in one of two ways:

  • On the Manage Item Relationships page, select Manage Item Relationships task. This page helps in managing relationships across items.

  • On the Item Details page and selecting the relationships tab. This page helps in managing item relationships for a particular item.

Note

In addition to the two ways of creating item relationships explained above, you can create trading partner item relationships from the Create or Edit Trading Partner Item pages.

There are five relationship types:

  • Related Items

  • Trading Partner Item Relationships

  • Global Trade Item Number (GTIN) Relationships

  • Source System Item Relationships

  • Item Cross-References

You can search for different relationships across items using the task Manage Item Relationships. You can also perform keyword and parametric searches using various criteria to quickly locate any relationship of any item.

Note

The System Administrator can configure descriptive flexfields for item relationships that are used to maintain additional details about relationship.

Related Items

Seeded relationship types are listed in the following table:


Accessories

Collateral

Complimentary

Conflict

Cross-Sell

Fulfillment

Impact

Mandatory Charge

Merge

Migration

Optional Charge

Prerequisite

Promotional Upgrade

Regulatory

Related

Repair To

Service

Split

Substitute

Superseded

Upsell

Warranty

 

 

Related: The items are related in a nonspecific way.

Substitute: One item is a substitute for another.

Cross-Sell: This relationship indicates that one item may be sold in lieu of another item.

Up-Sell: This relationship indicates that a newer version of the item exists, and can be sold in place of the older item.

Service: This relationship establishes service items for a repairable item.

Prerequisite: This relationship indicates that you must possess one of the items as a requirement to possessing the other item.

Collateral: This relationship indicates collateral, such as marketing brochures, that you possess for an item.

Superseded: This relationship indicates that one item has replaced another item that is no longer available.

Complimentary: This relationship indicates if a customer purchases one item, the other item is received for free.

Impact: This relationship is used to relate items to each other, but only under special conditions.

Conflict: This relationship indicates that these items may never be used together.

Mandatory Charge: This relationship indicates a mandatory charge if a customer purchases both items.

Optional Charge: This relationship indicates an optional charge if the customer purchases both items.

Promotional Upgrade: This relationship enables a customer to upgrade from one item to another item or equal or higher value, without an additional charge.

Split: This relationship enables you to split support for an item so you do not have to manually split support at contract renewal.

Merge: This relationship enables rules based the consolidation of contracts. You may use the earliest or latest target end date for consolidation. This enables you to choose how contracts are consolidated.

Migration: During contact renewal you are given the option of renewing contracts based on new licenses, or old licenses.

Repair to: 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.

Effective Dates for Related Item Relationship: Enter the Effective Dates. For example, start date and optionally an end date.

Reciprocal: Indicates whether the item relationship is reciprocal.

Planning Enabled: When the item relationship type is substitute, indicates if planning is enabled for the substitute item.

Note

Your System Administrator can set up additional relationship types based on your business needs.

Trading Partner Item Relationships

There are three subordinate relationships.

Trading Partner Item Relationship subordinates:

  • Customer Item Relationships are used to associate an internal item with one of your customer items.

  • Competitor Item Relationships are used to associate an internal item with one of your competitor items.

  • Manufacturer Part Number Relationships are used to associate an internal item to a manufacturer part number.

Global Trade Item Number (GTIN) Relationships

Relationship between an internal item and a Global Trade Item Number (GTIN).

When creating a GTIN Relationship, you must specify the Unit of Measure (UOM), and also specify whether you are adding to a new GTIN or one that already exists.

Spoke System Item Relationships

Establishes a relationship between an internal item and a spoke system item. This relationship is helpful in mapping and identifying items that have been consolidated from multiple source systems into a single master item.

Item Cross-References

Cross-referencing an item with something like an old part number. While creating a Cross-Reference Relationship, you first select a Cross-Reference type and you specify whether the relationship is applicable to all organizations or whether it specific to only a selected organization. If it is specific to one organization, you select the organization.

Five Item Relationship Types: Explained

There are five item relationship types.

The five item relationship types are:

  • Related Items: A relationship between two items.

  • Trading Partner Item Relationships: A relationship between an item and a Trading Partner Item, such as a customer item, a competitor item, or a manufacturer part number.

  • Global Trade Item Number (GTIN) Relationships: A relationship between an internal item and Global Trade Item Number.

  • Source System Item Relationships: A relationship between an internal item and source system item that enables you to map and identify items that have been consolidated from multiple source systems into a single master item.

  • Item Cross-References: Cross-reference types define relationships between items and entities, such as old item numbers.

FAQs for Manage Product Relationships and Associations

What are item relationships?

Item relationships enable you relate your internal item with another item or reference the item with a Global Trade Item Number (GTIN), source system item, or cross-reference.

How are cross-reference types created?

The administrator creates cross-reference types using the task Manage Cross-Reference Types.

How can I create my own related item relationship type?

There are several seeded related item relationship types available. If you want your own types, the administrator can create additional types using the task Manage Related Item Subtypes.


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