Roadmap for Setting up Product Hub

In the Setup and Maintenance work area, tasks are grouped in functional areas. You can view and implement them through the Product Management offering. These tasks are described in more detail in subsequent chapters.

Task List	Description
Define Item Organizations for Product Management	You must define at least one item organization in order to take any actions with items. You can optionally set up organization trees to create a hierarchy of organizations to be used in various places throughout the application.
Define Items	There are several required and optional setup tasks that must be completed prior to working with items including: Item Profile Options: These are defined for you. You should review these settings to confirm they meet your business needs. Lifecycle Phases: You must create lifecycle phases and those must be assigned to the item class used to create the items or to a parent item class of the item class used to create the item. Product and Child Value Sets: Required for creating item rules. Attachment Categories: You can optionally define attachment categories. Attributes and Attribute Groups: Create attributes and assign them to attribute groups. Item Classes: You must create at least one item class before you can create items. Various Flexfield tasks: These are optional tasks used to gather additional item data. Deploy Item Flexfields: You must deploy flexfields after you create a new item class or make changes to any flexfields. Item Statuses: These are seeded for you. Item Types: 37 types have been seeded for you. You can edit or create additional types. Cross Reference Types: Optional task for defining cross references between two items. Download Import template, Upload Item Data, Load Interface File, Import Items, Monitor Item Imports: Use these tasks if you are importing you item data into Product Hub. Item Subtypes: Optional task for defining item subtypes.
Manage Functional Area Catalogs	The setup task in this task list is used to define functional area catalogs. Non-Product Hub customers use the Manage Functional Area Catalog task to create and manage catalogs. Product Hub customers complete these tasks in the Product Information Management work area.
Define Change Orders	Creating change order types is required before you can create change orders. You must also define the task configurations and manage the approval groups. You can optionally define change reasons, priorities and statuses.
Define Product Rules	You must create rules and rule sets if you plan on using product rules for validating or assigning data to items.
Define New Item Requests	Similar to defining change orders, you must set up task configurations and approval groups prior to creating new item requests.
Define Product Spoke Systems	This task list is used to define spoke or source systems.
Define Advanced Catalogs	Product Hub customers can use this task list to define catalog mappings.
Define Item Mass Update Configuration	Used to create import formats and assign them to an item class.
Define Item Import Batch Configuration	Used to create import batch formats and assign them to an item class.
Define Audit History for Product Management	You can optionally define audit policies if you want to track who made what changes and when they were made.