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Create Product Group#

🔒 ProductGroup.Create

Overview#

This operation is used to create a Product Group.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Product Group does not currently exist in the system.

Sequence of Steps#

There are several ways to create a new versioned object. Depending on the level, follow these steps to get started:

  • Entity - In the landing page of this entity type in the Business Data menu or in the details page of an existing entity of the same type, select New on the top ribbon. For more information see Creating Entity Objects.
  • Revision - If you want to create a new revision, go to the New dropdown button on the top ribbon and select Revision. For more information, see Revisions.
  • Version - If you want to create a version associated to an existing revision, go to the New dropdown button on the top ribbon and select Version. For more information, see Versions.

Step 1: Change Set#

  1. Select an existing Change Set or click Create to create a new Change Set. If configured to support implicit Change Sets, it is also possible to check the option Use Automatic Change Set.
  2. Optionally, select an Approval Role.

Step 2: General Data#

  1. Enter the Product Group name.
  2. If you are creating a new version, the revision that was selected when you started the process will be the revision to which this version will be associated. If you are creating a new entity or revision (with a new version associated to it), provide a name for the revision or it will be automatically generated for you. For more information on revision naming, see Revision Naming.
  3. Enter the Product Group description.
  4. Select the Product Group type. The list of possible values is taken from the lookup table ProductGroupType.
  5. Optionally, select the default units for all the Products of this Product Group. The list of possible values is taken from the lookup table Units.
  6. Optionally, specify the maturity of the Product Group. The list of possible values is taken from the lookup table ProductGroupMaturity.
  7. Optionally, specify the default flow path for all the Products of this Product Group.
  8. Select Create to complete the transaction and a new object will be created.

create_product_group