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Adding Products as Components Using the Dynamic Class Domain


You can add products as components of a product with components by using the dynamic class domain.

This task is a step in Process of Designing a Product with Components.

This method of adding products maintains a connection to the class system. When the work space is refreshed, Dynamic Class relationships are updated from the class system. For example, if you add a new product to a class in the class system, this product is added to the relationship containing this class when you select Refresh Dynamic Class in the Structure tab menu.

When you refresh the work space to update the contents of the relationship, you must reenter the sequence numbers in the relationship definition.

To add products using the dynamic class domain

  1. Navigate to the Administration - Product screen, then the Product Definitions view.
  2. In the Products list, select and lock the desired product with components.
  3. In the Versions list, click the Work Space version.
  4. In the Structure list, add a new record and complete the necessary fields, described in the following table.
    Field
    Comments

    Relationship Name

    Enter a name for this relationship.

    Domain Type

    Select Dynamic Class.

    Product Class

    Select a class.

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

    Minimum Cardinality, Maximum Cardinality, and Default Cardinality

    Enter the minimum, maximum, and default cardinality for the product. For more information, see About Cardinality.

  5. Click the Define Domain button and select the products you want to add to the relationship:
    1. In the Define Relationship Domain dialog box, click Add All.

      A check mark appears in the Is in domain field for all the products in the class.

    2. Also, in the Define Relationship domain dialog box, use the following buttons to specify the default product:
      • Set as Default button. Adds the product to the relationship and makes it the default product. The product name displays in the Default Product field of the relationship.
      • Clear Default button. Removes the product from the relationship's Default Product field. Does not remove the product from the relationship.
  6. 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 product with components.

  7. 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.

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