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:
|
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. |