How can I create items in both master and child organizations?

You can create an assignment rule that automatically creates an item in the child organization, after you create the item in the master organization.

Here's how you create the assignment rule and add the rule set.

  1. In the Setup and Maintenance work area, select the following:

    Offering: Product Management

    Functional Area: Product Rules

    Task: Manage Item Rule Sets

  2. Here's how you create a rule set:

    1. On the Manage Rule Sets page, click Create.

    2. In the Create Rule Set dialog box, enter the following:

      Display Name: enter a name for the rule set. For instance, Associate Items.

      Type: Assignments.

      Association Type: Item Class.

      Association Name: Search for and select an item class in which you want to create items. Note that items in child organization will be created in this class.

    3. Click Save and Continue.

  3. In the Edit Ruleset page, click Create to create a rule based on your criteria.

    Name: Ruleset for assignment.

    Return Type: Select Organization.

    Click OK.

  4. In Ruleset for assignment: Details, enter the following:

    Primary IF Expression: true

    Then Expression: assignedToOrg("enter master organization code")

    Return Value = "enter child organization code"

  5. To validate the expression you created, click Validate.

    Resolve any validation errors. Click Save and Close.

  6. To enable the new rule set, you must add it to the master rule set. Here's how:

    1. In the Manage Item Rule sets page, search for and open the master rule set.

    2. In the Master rule set page, click Select and Add.

    3. Search for and add the rule set you created.

    4. Click Save and Close.

  7. To check if the item is created in the child organization:

    1. Create the item in the master organization.

    2. Click the Associations tab on the item.

      The item should also appear in the child organization