Oracle Inventory – Defining Item Relationships

Oracle Inventory – Defining Item Relationships

Item Relationships functionality allows users to search for items through these relationships. Except in Oracle Purchasing, these relationships are for inquiry and reporting purposes only.

Within Oracle Purchasing users can define acceptable substitute items for receiving. A list of substitutes should be defined before receiving a substitute item in place of an original item.

To receive a substitute item correctly, ensure that the ordered item and the substitute item share the same base unit of measure.

Item Relationships is controlled organizational level and if the relationships is defined at Master Org level then the relationships be will applicable for all organizations.

Defining Item Relationships:

Navigation:

India Local Inventory Responsibility > Oracle Inventory > Items > Item Relationships

Or

India Local inventory Responsibility > Oracle Inventory > Items

Query the item & define the Item Relationships by choosing Item Relationships from the Tools Menu

Click Find button to find the already defined Item Relationships.

Choose New button to define a new relationship between the items.

From Item:

Enter an item that represents the From part of the relationship.

To Item:

Enter an item that represents the To part of the relationship.

Type:

Please find the below options that can be used to relate one part from another:

Related: The items are related in a non-specific way.

Substitute: One item is a substitute for another.

Cross-Sell: This relationship indicates that one item may be sold in lieu of another item.

Up-Sell: This relationship indicates that a newer version of the item exists, and can be sold in place of the older item.

Service: This relationship establishes service items for a repairable item.

Prerequisite: This relationship indicates that user must possess one of the items as a requirement to possessing the other item.

Collateral: This relationship indicates collateral, such as marketing brochures, that user possess for an item.

Superceded: This relationship indicates that one item has replaced another item that is no longer available.

Complimentary: This relationship indicates if a customer purchases one item, the other item is received for free.

Impact: This relationship is used to relate items to each other but only under special conditions.

Conflict: This relationship indicates that these items may never be used together.

Mandatory Charge: This relationship indicates a mandatory charge if the customer purchases both items.

Optional Charge: This relationship indicates an optional charge if the customer purchases both items.

Promotional Upgrade: This relationship enables a customer to upgrade from one item to another item or equal or higher value, without an additional charge.

Split: This relationship enables user to split support for an item so user you do not need to manually split support at contract renewal. Enabled for a planning enabled organization.

Merge: This relationship enables rules based consolidation of contracts. User may use the earliest or latest target end date for consolidation. This allows user to choose how contracts are consolidated. Enabled for a planning enabled organization.

Migration: During contact renewal user are given the option of renewing contracts based on new licenses, or old licenses. Enabled for a planning enabled organization.

Repair to: User can use the Repair to item relationship with field service operations that use spares management functionality. If a part has been superseded by another part, the Repair to item relationship determines the replacement part.

Reciprocal:

Define whether the item relationship is Reciprocal.

Planning Enabled:

Define if the item relationship type is substitute & if planning is enabled for the substitute item.

Effective From To Dates:

Enter the Effective Dates if the item relationship is Split, Merge, or Migration.

Save the work.

To define details for Substitute Item Relationships:

Click Planning Details Button

Planning Details Block:

Substitution Set: Enter the Substitution set.

Partial Fulfillment check box: Enable the check box if required.

Effective From To Dates: Enter the Effective Dates for the Substitution.

All Customers check box: Enable the check box if the substitution applies to all customers,

If not checked the check box, define enter the customer information in the Customer References region.

Save the work.