Creating Items

You can invoke the create Item dialog from the main menu or from the favorites window as a right click action. The favorites item window is a non-modal one, which means that you can create multiple items one after the other, without having to wait for the completion of creation of previous or perform other actions in Product workbench without having to close this window. The status of each of the item being created is displayed in the create item dialog.

Additional Information: Items can be created in the item master organizations only. User needs to navigate to the html pages to assign the item to different children organizations. Product workbench doesn't support item assignment to different children organizations.

arrow icon   To create items:

  1. You can provide either an item catalog category (only those item catalog categories that have an item catalog category user role can be selected), or an existing item to create a new item from. If you select an item catalog category, different fields are defaulted as setup for the selection. Examples include Item Number/Description (in case they are sequence generated), item template etc

  2. You can choose whether the newly created item is engineering or a manufacturing item by appropriately selecting or clearing the Engineering Item check box.

  3. You can then provide the item number, description and long description for the item being created. You can also set up the system for auto numbering.

  4. You can optionally choose an item template to be applied while creating the item

  5. You can specify a lifecycle or lifecycle phase that the item being created, needs to follow. This is allowed only if the item is being created in a catalog category is associated with valid lifecycles.

  6. The Primary UOM and the Item status attribute values are defaulted. You can review these defaults and change them, if required.

  7. You can add the newly created items to the favorite list by checking the "Add successfully created items to favorite list". The items get added to the favorite list as soon as they are created.