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Product Grouping Code

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Purpose

This function is used to create product grouping codes.  These codes are used to group product codes as defined on the Product Master function.  This is used for reporting purposes only.  I.e. On the Sales Analysis function one can run an analysis on a specific Product Grouping code.  On the Product Master function a Product Grouping Code can be selected for the selected Product Master record.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Active

Purpose

On opening the function this check box will indicate the status of the Grouping Code as last selected. As Active the code will be applied and populated in the function Product Master and when unchecked the selected Grouping Code cannot be used.  This status may be changed as needed by an authorized user.

hmtoggle_plus1Add

Purpose

The "Add" button is enabled when a new Product Grouping Code is entered.

 

Impact of changing the value

When the "Add" button is clicked, the following is performed: It inserts the new Product Grouping Code with its detail into the Product Grouping Code table.

 

Security Settings / Who can change

You must have a security profile linked to the function Product Grouping Code with an access allowed of Add.

hmtoggle_plus1Change

Purpose

The "Change" button is enabled when an existing Product Grouping Code is selected.   When the "Change" button is clicked, the following is performed: It updates the changes made in

the Product Grouping Code table.

 

Security Settings / Who can change

You must have a security profile linked to the function Product Grouping Code with an access allowed of Change.

hmtoggle_plus1Delete

You must have a security profile linked to the function Product Grouping Code with an access allowed of Delete.

 

The "Delete" button is enabled when an existing product grouping code is selected.  When the "Delete" button is clicked, the following is performed: It removes the product grouping code from the Product Grouping Code table. The delete will not be performed if this Product Grouping Code has been used to group  product master records.  

Impact of changing the value

Will not always be used, but here we display warnings and what-if scenario’s.

Delete section if not needed

 

Use in conjunction with

Eg: if System Configuration rules govern this, or this setting is dependent on another setting

Delete section if not needed

 

Typical Next Steps

Only use this section if it makes sense to do so. Examples: if a manufactured part was loaded, logical next steps would be to change the Product Structure, Load Part Operations and then run a Cost Generation. Add links to these functions as needed.

 

Population and Display Rules / Data Source

What are the rules by which the data in the combo / grid will be populated?

Note: populate length: the concept of populate length will be discussed once in the “General Help” section. So please do not put it here

Delete section if not needed (e.g. for buttons etc)

 

Security Settings / Who can change

Normally have this section on the level where there is an Add / Change / Delete / Save button. Only put this in on a lower level if special settings apply (inherited rights, e.g. Buyer on Planning tab, or an overriding profile can be applicable)

 

Tips

Different tips (knowledge base items) can be used here. Subsections are for example Data Migration, Number Control, Numeric format, etc. Use styles "Heading 3" or "Heading 3 + Toggle" as needed

 

Examples

Only where applicable, otherwise delete heading.

hmtoggle_plus1Description

This is a description of the product grouping code selected.  It is an alphanumeric field where the length must be between 1 and 100 characters (mandatory).

 

Purpose

On opening the function this check box will indicate the status of the Grouping Code as last selected. As Active the code will be applied and populated in the function Product Master and when unchecked the selected Grouping Code cannot be used.  This status may be changed as needed by an authorized user.

 

Impact of changing the value

Will not always be used, but here we display warnings and what-if scenario’s.

Delete section if not needed

 

Use in conjunction with

Eg: if System Configuration rules govern this, or this setting is dependent on another setting

Delete section if not needed

 

Typical Next Steps

Only use this section if it makes sense to do so. Examples: if a manufactured part was loaded, logical next steps would be to change the Product Structure, Load Part Operations and then run a Cost Generation. Add links to these functions as needed.

 

Population and Display Rules / Data Source

What are the rules by which the data in the combo / grid will be populated?

Note: populate length: the concept of populate length will be discussed once in the “General Help” section. So please do not put it here

Delete section if not needed (e.g. for buttons etc)

 

Security Settings / Who can change

Normally have this section on the level where there is an Add / Change / Delete / Save button. Only put this in on a lower level if special settings apply (inherited rights, e.g. Buyer on Planning tab, or an overriding profile can be applicable)

 

Tips

Different tips (knowledge base items) can be used here. Subsections are for example Data Migration, Number Control, Numeric format, etc. Use styles "Heading 3" or "Heading 3 + Toggle" as needed

 

Examples

Only where applicable, otherwise delete heading.

hmtoggle_plus1Grouping Code

This is a 10 characters unique identifier of the Product Grouping Code. It is populated with the Product Grouping Codes and descriptions from the Product Grouping Code table.

The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).

 

Purpose

On opening the function this check box will indicate the status of the Grouping Code as last selected. As Active the code will be applied and populated in the function Product Master and when unchecked the selected Grouping Code cannot be used.  This status may be changed as needed by an authorized user.

 

Impact of changing the value

Will not always be used, but here we display warnings and what-if scenario’s.

Delete section if not needed

 

Use in conjunction with

Eg: if System Configuration rules govern this, or this setting is dependent on another setting

Delete section if not needed

 

Typical Next Steps

Only use this section if it makes sense to do so. Examples: if a manufactured part was loaded, logical next steps would be to change the Product Structure, Load Part Operations and then run a Cost Generation. Add links to these functions as needed.

 

Population and Display Rules / Data Source

What are the rules by which the data in the combo / grid will be populated?

Note: populate length: the concept of populate length will be discussed once in the “General Help” section. So please do not put it here

Delete section if not needed (e.g. for buttons etc)

 

Security Settings / Who can change

Normally have this section on the level where there is an Add / Change / Delete / Save button. Only put this in on a lower level if special settings apply (inherited rights, e.g. Buyer on Planning tab, or an overriding profile can be applicable)

 

Tips

Different tips (knowledge base items) can be used here. Subsections are for example Data Migration, Number Control, Numeric format, etc. Use styles "Heading 3" or "Heading 3 + Toggle" as needed

 

Examples

Only where applicable, otherwise delete heading.

hmtoggle_plus1Linked Product Codes

This list box displays all product codes linked against the selected product grouping code. The product codes are defined and linked on the Product Master function.

 

Purpose

On opening the function this check box will indicate the status of the Grouping Code as last selected. As Active the code will be applied and populated in the function Product Master and when unchecked the selected Grouping Code cannot be used.  This status may be changed as needed by an authorized user.

 

Impact of changing the value

Will not always be used, but here we display warnings and what-if scenario’s.

Delete section if not needed

 

Use in conjunction with

Eg: if System Configuration rules govern this, or this setting is dependent on another setting

Delete section if not needed

 

Typical Next Steps

Only use this section if it makes sense to do so. Examples: if a manufactured part was loaded, logical next steps would be to change the Product Structure, Load Part Operations and then run a Cost Generation. Add links to these functions as needed.

 

Population and Display Rules / Data Source

What are the rules by which the data in the combo / grid will be populated?

Note: populate length: the concept of populate length will be discussed once in the “General Help” section. So please do not put it here

Delete section if not needed (e.g. for buttons etc)

 

Security Settings / Who can change

Normally have this section on the level where there is an Add / Change / Delete / Save button. Only put this in on a lower level if special settings apply (inherited rights, e.g. Buyer on Planning tab, or an overriding profile can be applicable)

 

Tips

Different tips (knowledge base items) can be used here. Subsections are for example Data Migration, Number Control, Numeric format, etc. Use styles "Heading 3" or "Heading 3 + Toggle" as needed

 

Examples

Only where applicable, otherwise delete heading.

hmtoggle_plus1Notes

This is a long description of the product grouping code selected.  It is an alphanumeric field where the length can be between 0 and 255 characters (optional).

 

Purpose

On opening the function this check box will indicate the status of the Grouping Code as last selected. As Active the code will be applied and populated in the function Product Master and when unchecked the selected Grouping Code cannot be used.  This status may be changed as needed by an authorized user.

 

Impact of changing the value

Will not always be used, but here we display warnings and what-if scenario’s.

Delete section if not needed

 

Use in conjunction with

Eg: if System Configuration rules govern this, or this setting is dependent on another setting

Delete section if not needed

 

Typical Next Steps

Only use this section if it makes sense to do so. Examples: if a manufactured part was loaded, logical next steps would be to change the Product Structure, Load Part Operations and then run a Cost Generation. Add links to these functions as needed.

 

Population and Display Rules / Data Source

What are the rules by which the data in the combo / grid will be populated?

Note: populate length: the concept of populate length will be discussed once in the “General Help” section. So please do not put it here

Delete section if not needed (e.g. for buttons etc)

 

Security Settings / Who can change

Normally have this section on the level where there is an Add / Change / Delete / Save button. Only put this in on a lower level if special settings apply (inherited rights, e.g. Buyer on Planning tab, or an overriding profile can be applicable)

 

Tips

Different tips (knowledge base items) can be used here. Subsections are for example Data Migration, Number Control, Numeric format, etc. Use styles "Heading 3" or "Heading 3 + Toggle" as needed

 

Examples

Only where applicable, otherwise delete heading.