Create Items
Creating an item initially involves specifying a wide range of attributes that define the item's identity, behavior, and usage across various business functions.
When creating an item, you can specify whether it’s an engineered item. Based on this, the attachments, structure, lifecycle phases, and so on will be validated.
When you create an item, first you must select the organization and then specify the item class. Based on the item class, templates are available. Template is a defined set of attribute values. They're available for each item class and are specific to an organization. Also, the templates are inherited down the item class hierarchy.
When you apply a template to an item, you overlay or default-in the set of attribute values to the item definition. For example, every time users in a particular organization create items, the attributes (as defined and approved by the organization) appear in the appropriate fields. The implementation user can define both operational attributes and user defined attributes for each template.
If more than one item template is selected, they will be applied sequentially. It means that if the same attribute is defined in more than one template, the value of the attribute as set in a subsequent template in the sequence will override the previously set value for that attribute. For example, if template 1 sets the Order Enabled attribute to Yes and template 2 set the same attribute to No, then attribute value will be set to No.
Next,required attributes must be provided. If mandatory attributes were defined in the item class, then they must be provided. Use the data level attributes to enter or view different aspects of the item, such as the base standard and operational attributes.
If you create an item using an import service, a SOAP web service, or a REST API, with the Engineering Item attribute set to Y (yes), that item is also considered an engineering item.
To create an item:
- Do one of the following:
- On the Product Management landing page, in the Actions panel, click View all actions and then click New Item.
- On the Product Management Search page, click the Add icon, and then
click Create Item.
The Create Item drawer is displayed.
You can create an engineering item or a commercial item.
- Select the Organization, Item Class, and one or more Templates. Based on the item class, templates are available. You can select multiple templates and the template values will be applied in the order of selection.
- Specify the Primary Attributes and Mandatory Attributes and then click
Create.
The item is created and displays on a separate tab, where you can specify the operational attributes.
All the predefined operational attributes grouped under various attribute groups are displayed on a single page.
On this page, you can:- Search for attributes, attribute values, and attribute groups. The data is filtered based on the search criteria and attributes are highlighted.
- Use the suggested filters to further refine the view to display only the specific attributes belonging to the page.
- Click the Edit icon for the attribute group, where you want to
specify the values. After specifying the values, click Apply and
the values will be visible on the user interface. Note: For information about the attributes available in each group, see Item Attributes Reference.
- After you specify the attribute values, you can optionally do the following using
the various tabs within the item:
- Attachments tab: Add and manage attachments
- Structures tab: Define an item structure
- Changes tab: Manage change orders and change requests
- Associations tab: Assign the item to organizations
- Categories tab: Assign the item to categories
- Relationships tab: Create item relationships such as trading partner item relationship, related item relationships, link item relationships, GTIN item relationships, cross-reference item relationships, and spoke system item relationships
- Where Used tab: View all instances where a specific item is used across various processes
- Quality tab: Manage the item quality issues, actions, view problem reports, and perform corrective actions
Note: The tabs are displayed based on the privileges assigned for your role. - Click Save at the page-level to save the changes to the item.
If there are any errors at the time of item creation due to rules, then the item will be created in New status. You must resolve the errors before using the item. You can save the item or submit the item to new item request depending on the item class setup.
You can select templates either from the same organization or a different organization. After you've selected all the required templates, click Apply.
You can optionally specify descriptive flexfields at the Item or Item Revision levels. If you're licensed to use Oracle Product Hub, you can specify extensible flexfields to capture attributes of the item at the Item and Item Revision.