An engineering product type is a template. You need an engineering product type to create or release an engineering product. Usually, the number of engineering product types is defined by your range of products. The engineering product type is comparable with product categories but has many additional features. The engineering product type is designed to have common setup ready when a new product, product version, or variant is released to save time and effort in the creation process.
Prerequisites to set up an engineering product type are:
Elements of the engineering product type are:
| Name | Responsible | Description |
|---|---|---|
|
Set up engineering company |
Product manager |
The engineering company is the company that releases new products or makes changes to a product. This is a prerequisite for creating an engineering product type. |
|
Set up product version number rule |
Product manager |
Set
up product version number rules to define the ways in which version numbers can
be defined. To apply a version number rule to a product, you must first select the applicable rule for the engineering product type. This version number rule defines how the version numbers for the related products are defined. The Number rule type defines the initial version number and a new version number on adding a product to an engineering change order for which the Impact is set to Version update. You can use these number rule types:
|
|
Set up product statuses |
Product manager |
The product status represents the phase of the product in the product life cycle. For each product status, you can define a set of rules to allow, warn for, or block specific actions. Example: A product is at the end of its life cycle. Therefore, it must be blocked for use on a sales order line. To do so, use a product status called "End of life" for which use in sales order lines is blocked. Product statuses are a prerequisite for creating an engineering product type. |
|
Set up product dimension group |
Product manager |
If you need to set up an engineering product type with product sub-type Product master, you must also set up the relevant product dimension group. Set up a product dimension group so that it reflects the required engineering type:
For more information, refer to Product dimensions |
|
Create engineering product type |
Product manager |
An engineering product type is a template. You need an engineering product type to create or release an engineering product. In this topic, you create the engineering product type and fill in the main fields. Once the engineering product type is created, you cannot edit these fields. |
|
Set up engineering product categories |
Product manager |
You can set up categories and have these automatically assigned to engineering products, product versions or variants on release. |
|
Set up engineering attribute grouping |
Product manager |
You can use engineering attribute grouping to create groups to which you can assign engineering attributes. |
|
Set up engineering attributes |
Product manager |
You can use attributes to further describe a product and its characteristics with user-defined fields. You can also set up engineering attributes and assign them to product versions or variants separately. You set up engineering attributes to:
|
|
Set up release control |
Product manager |
If you manage engineering-controlled products in an engineering company, you
release the products to logistical companies. You can use release control to
make the product release specific for each logistical company. On the engineering product type, you can define how a product is released from the engineering company to logistical companies. You can release products to companies that are not defined in the release control of an engineering product type. If you do so, no specific settings are taken into account. |
|
Set up readiness control |
Product manager |
You can use readiness control to confirm that a product, version, or variant is ready to be used in transactions before it is activated. |
| Name | Responsible | Description |
|---|---|---|
|
Set up engineering company |
Product manager |
The engineering company is the company that releases new products or makes changes to a product. This is a prerequisite for creating an engineering product type. |
|
Set up product version number rule |
Product manager |
Set
up product version number rules to define the ways in which version numbers can
be defined. To apply a version number rule to a product, you must first select the applicable rule for the engineering product type. This version number rule defines how the version numbers for the related products are defined. The Number rule type defines the initial version number and a new version number on adding a product to an engineering change order for which the Impact is set to Version update. You can use these number rule types:
|
|
Set up product statuses |
Product manager |
The product status represents the phase of the product in the product life cycle. For each product status, you can define a set of rules to allow, warn for, or block specific actions. Example: A product is at the end of its life cycle. Therefore, it must be blocked for use on a sales order line. To do so, use a product status called "End of life" for which use in sales order lines is blocked. Product statuses are a prerequisite for creating an engineering product type. |
|
Set up product dimension group |
Product manager |
If you need to set up an engineering product type with product sub-type Product master, you must also set up the relevant product dimension group. Set up a product dimension group so that it reflects the required engineering type:
For more information, refer to Product dimensions |
|
Create engineering product type |
Product manager |
An engineering product type is a template. You need an engineering product type to create or release an engineering product. In this topic, you create the engineering product type and fill in the main fields. Once the engineering product type is created, you cannot edit these fields. |
|
Set up engineering product categories |
Product manager |
You can set up categories and have these automatically assigned to engineering products, product versions or variants on release. |
|
Set up engineering attribute grouping |
Product manager |
You can use engineering attribute grouping to create groups to which you can assign engineering attributes. |
|
Set up engineering attributes |
Product manager |
You can use attributes to further describe a product and its characteristics with user-defined fields. You can also set up engineering attributes and assign them to product versions or variants separately. You set up engineering attributes to:
|
|
Set up release control |
Product manager |
If you manage engineering-controlled products in an engineering company, you
release the products to logistical companies. You can use release control to
make the product release specific for each logistical company. On the engineering product type, you can define how a product is released from the engineering company to logistical companies. You can release products to companies that are not defined in the release control of an engineering product type. If you do so, no specific settings are taken into account. |
|
Set up readiness control |
Product manager |
You can use readiness control to confirm that a product, version, or variant is ready to be used in transactions before it is activated. |
| Related to | Notes |
|---|---|
|
Set up engineering product type |
