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Adding Products by Using the Class Domain

This method of adding products does not maintain a connection to the class system. When you refresh the customizable product work space, relationships are not updated. For example, if you assign a new product to a class, this product is not added to the relationship containing this class when you refresh the work space or release a new version of the customizable product. Use this method when you want to keep the relationship contents static or when you want to add only some of the products in a product class.

The products you select must be orderable. To make a product orderable, place a check mark in the Orderable check box in the product record.

When you are finished adding products, you can verify your work by validating the customizable product. Validating a customizable product displays the selection pages a user sees during a configuration session. To validate the customizable product, from the Products Designer menu, choose Validate.

NOTE:  Adding a small number of products to a relationship from a large product class requires that the entire class be searched each time the customizable product is instantiated. This can adversely affect performance. Consider defining customizable products to avoid this.

To add products by using the Class domain

1. Navigate to Product Administration.
2. Select and lock the desired customizable product.
3. From the Customizable Product Show menu, choose Product Designer.

   The Product Designer view appears.

4. Add a new record.
5. Enter a Relationship name in the Relationship Name field.
6. Open the drop-down menu in the Domain Type field and choose Class.
7. Click in the Class Name field and then click the select button.

   A dialog box appears that contains one record for each class and for each subclass in the class system. Selecting a class selects all of its subclasses.

8. In the dialog box, click the select button to select a class.
9. Click in the Define Domain field and then click the select button.

   The Define Relationship Domain dialog box appears and displays all the products in the class.

10. Use the buttons and fields in the dialog box to select the products you want to add to the relationship:
    • Add column. Click the word Add in the record to add the product to the relationship. A check mark displays in the "Is in domain" field.
    • Query button. Queries for the desired products in the class.
    • Close button. Closes the dialog box.
    • Add All button. Adds all the products in the class to the relationship.
    • Set as Default button. Adds the product to the relationship and makes it the default product. In the Product Designer, the product name displays in the Default Product field at the relationship level.
    • Clear Default button. Removes the product from the relationship's Default Product field. Does not remove the product from the relationship.
    • Delete button. Removes the product from those you have selected to be in the relationship. Removes the check mark from the "Is in domain" field. Does not remove the product from the product class.
    • Delete All button. Removes all the products from the relationship. No products display a check mark in the "Is in domain" field. Does not remove the products from the product class.
11. When you have finished adding products, click Close in the dialog box.

    In the Product Designer, the relationship icon displays as a folder.

12. Enter the Min, Default, and Max Cardinalities for the relationship as needed.
13. Click the folder to display the products you added.

    Verify that the relationship is defined properly, that the default product is correct, and that all the products you want to add are present.

14. Enter the Min, Default, and Max Cardinalities for each item in the relationship as needed.
15. Remove the check mark from the Forecastable field for items as needed.

    Removing the check mark means the item will not be included in product forecasts when the opportunity is updated for quotes, orders, and so on contained the customizable product.

16. For each product in the relationship, enter a sequence number in the Sequence Number Field.

    The item with sequence number 1 displays first within the relationship in selection pages. If your display is not wide enough to show the Sequence Number field, manually adjust column widths to bring the Sequence Number field into view.