1.1.

PLM
(Formerly known as Advanced Product Catalog)

The Setup
Workbench is My
Friend
1-1

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Section 1

Creation of
Catalog
1-2

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Scenario

1-3

The ADS Engineering Group has been tasked with

coming up with tools to reduce item part
proliferation. Every time a need arises, some
engineers find it easier to just create a new part
number. The Engineers have stated that it is easier
and quicker to create a new item.
The group knows they need a method for item
classification. Data security is very important as it
is different for different groups. They would like to
be able to search for items based on the items
characteristics. They would also like to be able to
quickly compare one item to others and have that
comparison displayed differently for each type of
item.
This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Product Catalog
Category
Engines
Make
Model
Price
Attribute N

Category
Diesel Engines
Make
Model
Price
Attribute N
Valves
Fuel Injection

____
____
____
____
____
____

____
____
____
____

Category
Electric Engines
Make
Model
Price
Attribute N
Motor Type
Rating
KW

____
____
____
____
____
____
____

Catalog Creation Thought Process

Gather types of items

that need classification
this is at a very high
level
Classify or categorize
these items
Define any parent child
relationships (Hierarchy)

1-5

Gather the unique types

of specifications
required for each type of
classification at a high
level.
Gather the unique
specifications required
within the group
Define if there are
specified values that
must be used.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Catalog Creation Thought Process

Gather types of items

that need classification
this is at a very high
level
Classify or categorize
these items
Define any parent child
relationships (Hierarchy)

1-6

Gather the unique types

of specifications
required for each type of
classification at a high
level.
Gather the unique
specifications required
within the group
Define if there are
specified values that
must be used.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Product Classification and Hierarchy

ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

1-7

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Catalog Creation Thought Process

Gather types of items

that need classification
this is at a very high
level
Classify or categorize
these items
Define any parent child
relationships (Hierarchy)
(Hierarchy

1-8

Gather the unique types

of specifications
required for each type of
classification at a high
level.
Gather the unique
specifications required
within the group
Define if there are
specified values that
must be used.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Product Classification with unique

requirements for each classification.
ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

ADS Diesel Engine

Specifications

1-9

ADS Diesel Engine

Component
Specifications

ADS Electrical Engine

Specifications

ADS Electrical Motor

Specifications

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Catalog Creation Thought Process

Gather types of items

that need classification
this is at a very high
level
Classify or categorize
these items
Define any parent child
relationships (Hierarchy)
(Hierarchy

1-10

Gather the unique types

of specifications
required for each type of
classification at a high
level.
Gather the unique
specifications required
within the group
Define if there are
specified values that
must be used.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Prod Classification with unique

Requirements Defined within each
requirements group
ADS Engines

ADS Diesel Engines

1-11

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel Engine

Specifications

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Catalog Creation Thought Process

Gather types of items

that need classification
this is at a very high
level
Classify or categorize
these items
Define any parent child
relationships (Hierarchy)
(Hierarchy

1-12

Gather the unique types

of specifications
required for each type of
classification at a high
level.
Gather the unique
specifications required
within the group
Define if there are
specified values that
must be used.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Product Classifications with specific

values for some requirements
ADS Engines

ADS Diesel Engines

ADS Diesel
Engine Model

ADS
DE1

1-13

ADS
DE2

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel Engine

Specifications

ADS Diesel
Engine RPM

ADS
1000

ADS
2000

ADS
3000

ADS
4000

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

ADS
DE1

ADS
DE2

ADS Diesel
Engine RPM

ADS
1000

ADS
2000

ADS
3000

ADS
Application

ADS
4000

ADS
Hemm

ADS
Railroad

ADS
Industrial

ADS Electric
Motor Kilowatts

ADS Number of
Poles

ADS Electric
Motor Type

ADS Motor Name

ADS Electrical Motor

Specifications

ADS Electric
Model

ADS Number of
Motors

ADS Application

ADS Electrical Engine

Specifications

ADS Electric
Motor

ADS Diesel
Engine
Component
Information

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel
Engine Model

ADS Diesel
Engine
Component
Specifications

ADS Diesel Engine

Component
Specifications

ADS Diesel Engine

Specifications

ADS
Motor Type

ADS
Domestic

ADS
AC

ADS
DC

Legend
Item Catalog
Category
Attribute Groups
Attributes
Value Sets
Values

1-14

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Catalog Category

A Classification mechanism. Allows systematic Organization of
Information. Enforces data security and Permits easy retrieval

User defined category

hierarchy
User defined attributes
for each category
Attribute inheritance
for easy maintenance
Assign components
to categories
Ability to provide security at
required levels

H
i
e
r
a
r
c
h
y

Category
Engines
Make
Model
Price
Attribute N

Category
Diesel Engines
Make
Model
Price
Attribute N
Valves
Fuel Injection

____
____
____
____
____
____

Category

____
____
____
____

Category
Attributes

Category
Electric Engines
Make
Model
Price
Attribute N
Motor Type
Rating
KW

____
____
____
____
____
____
____

Inherited
Attributes
Unique
Attributes

Terminology
Attribute = Unique Item characteristics
Example: RPM, Length, Usage, Markets,
Implementation Costs any information the user
would like capture about the item that the
Operational Attributes wont cover.
Attribute Group = A grouping of related attributes.
Example: Mechanical Specifications, Marketing
Specifications.
Value Set = A grouping to capture the valid values of a
a particular attribute.
Example: Item Attribute- Markets Horsepower,
Torque, RPM, Kilowatt

1-16

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Quick Item Search & Compare Demo

1-17

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

All Setups Required

1-18

Values Sets
Values
Attribute Groups
Attributes
Item Catalog Categories
Add Attribute Groups to
the item Catalog
Category
Item Catalog Category
People
Item People

Item Pages
Search Criteria
Display Formats
Item Templates
Item Number Generation
Rules

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setup required to create Catalog

Existing Data
None for this class
Many for existing
demos

1-19

New Data
Create Value Sets
Create Values
Create Attribute
Groups
Create Attributes
Associate Value sets
with attributes
Create Item Catalog
Category
Associate attribute
groups with Item
Catalog Categories

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setups required to create Catalog

Existing Data
None for this class
Many for existing
demos

1-20

New Data
Create Value Sets
Create Values
Create Attribute
Groups
Create Attributes
Associate Value sets
with attributes
Create Item Catalog
Category
Associate attribute
groups with Item
Catalog Categories

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Value Sets and Values

ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

ADS
DE1

ADS
DE2

ADS Diesel
Engine RPM

ADS
1000

ADS
2000

ADS
3000

ADS
Application

ADS
4000

ADS
Hemm

ADS
Railroad

ADS
Industrial

ADS Electric
Motor Kilowatts

ADS Number of
Poles

ADS Electric
Motor Type

ADS Motor Name

ADS Electrical Motor

Specifications

ADS Electric
Model

ADS Number of
Motors

ADS Application

ADS Electrical Engine

Specifications

ADS Electric
Motor

ADS Diesel
Engine
Component
Information

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel
Engine Model

ADS Diesel
Engine
Component
Specifications

ADS Diesel Engine

Component
Specifications

ADS Diesel Engine

Specifications

ADS
Motor Type

ADS
Domestic

ADS
AC

ADS
DC

Legend
Item Catalog
Category

Attribute Groups

Attributes

Value Sets

Values

1-21

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Value Sets for Attributes

Setup Workbench > Value Sets > Create > Apply and Add Values to continue

1-22

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Value Set Details

Looks like this when completed

1-23

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setups required to create Catalog

Existing Data
None for this class
Many for existing
demos

1-24

New Data
Create Value Sets
Create Values
Create Attribute
Groups
Create Attributes
Associate Value sets
with attributes
Create Item Catalog
Category
Associate attribute
groups with Item
Catalog Categories

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Attribute Groups, Adding Attributes, and

Associating Value Sets
ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

ADS
DE1

ADS
DE2

ADS Diesel
Engine RPM

ADS
1000

ADS
2000

ADS
3000

ADS
Application

ADS
4000

ADS
Hemm

ADS
Railroad

ADS
Industrial

ADS Electric
Motor Kilowatts

ADS Number of
Poles

ADS Electric
Motor Type

ADS Motor Name

ADS Electrical Motor

Specifications

ADS Electric
Model

ADS Number of
Motors

ADS Application

ADS Electrical Engine

Specifications

ADS Electric
Motor

ADS Diesel
Engine
Component
Information

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel
Engine Model

ADS Diesel
Engine
Component
Specifications

ADS Diesel Engine

Component
Specifications

ADS Diesel Engine

Specifications

ADS
Motor Type

ADS
Domestic

ADS
AC

ADS
DC

Legend
Item Catalog
Category

Attribute Groups

Attributes

Value Sets

Values

1-25

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Attribute Group

These are the 2 privilege types

mentioned earlier. Used to
secure attribute groups

Setup Workbench > Attribute Sub Tab > Create > Apply and add attributes
1-26

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining An Item Attribute

1.

2.

3.
1. Define attribute information as shown make sure and check the Indexed checkbox
2. Select/enter a Value Set Name if applicable
3. Click the Apply and Add Another button to add more attributes or Apply when complete
1-27

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

ADS Diesel Engine Specifications

Attribute Group with Attribute Details

What it looks like when completed

1-28

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

ADS Diesel Engine Component Specifications

Attribute Group with Attribute Details

What it looks like when Completed

1-29

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

ADS Electrical Engine Specifications

Attribute Group with Attribute Details

What it looks like when Completed

1-30

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

ADS Electrical Motor Specifications

Attribute Group with Attribute Details

What it looks like when Completed

1-31

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setups required to create Catalog

Existing Data
None for this class
Many for existing
demos

1-32

New Data
Create Value Sets
Create Values
Create Attribute
Groups
Create Attributes
Associate Value sets
with attributes
Create Item Catalog
Category
Associate attribute
groups with Item
Catalog Categories

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Product Classifications With Specific Values for Some Requirements

ADS Engines

ADS Electric Engines

ADS Diesel Engines

ADS Diesel Engines

Components

ADS
1000

ADS
2000

ADS
3000

ADS
4000

ADS
Hemm

ADS
Railroad

ADS
Industrial

ADS Electric
Motor Kilowatts

ADS Number of
Poles

ADS Electric
Motor Type

ADS Motor Name

ADS Electrical Motor

Specifications

ADS Electric
Model

ADS Number of
Motors

ADS Application

ADS Electric
Motor

ADS Diesel
Engine
Component
Information

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel Model

ADS Diesel
Engine Torque
ADS
DE2

ADS Electrical Engine

Specifications

ADS
Motor Type

ADS
Application

ADS Diesel
Engine RPM

ADS Diesel
Engine Model

ADS
DE1

ADS Diesel
Engine
Component
Specifications

ADS Diesel Engine

Component
Specifications

ADS Diesel Engine

Specifications

ADS
Domestic

ADS
AC

ADS
DC

Legend
Item Catalog
Category
Attribute Groups
Attributes
Value Sets
Values

1-33

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Item Catalog Category

Setup workbench > Items Tab > Create Item Catalog Category
1-34

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Item Catalog Category (cont)

Item Catalog Category Definition

Complete the required data

1-35

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Item Catalog Category (cont)

Item Catalog Category Hierarchy

Main Menu > Browse Catalog > Hyperlink-Item Catalog

>ADS Engines (Icon) > Expand All
1-36

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setups required to create Catalog

Existing Data
None for this class
Many for existing
demos

1-37

New Data
Create Value Sets
Create Values
Create Attribute
Groups
Create Attributes
Associate Value sets
with attributes
Create Item Catalog
Category
Associate attribute
groups with Item
Catalog Categories

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Bringing it all together

ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

ADS
DE1

ADS
DE2

ADS Diesel
Engine RPM

ADS
1000

ADS
2000

ADS
3000

ADS
Application

ADS
4000

ADS
Hemm

ADS
Railroad

ADS
Industrial

ADS Electric
Motor Kilowatts

ADS Number of
Poles

ADS Electric
Motor Type

ADS Motor Name

ADS Electrical Motor

Specifications

ADS Electric
Model

ADS Number of
Motors

ADS Application

ADS Electrical Engine

Specifications

ADS Electric
Motor

ADS Diesel
Engine
Component
Information

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel
Engine Model

ADS Diesel
Engine
Component
Specifications

ADS Diesel Engine

Component
Specifications

ADS Diesel Engine

Specifications

ADS
Motor Type

ADS
Domestic

ADS
AC

ADS
DC

Legend
Item Catalog
Category
Attribute Groups
Attributes
Value Sets
Values

1-38

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Assign Attribute Groups to Item Catalog

Category

Setup Workbench > Your Item Catalog Category > Attribute Groups
1-39

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Add Attribute Groups to Item Catalog

Category

Add Attribute Groups

1-40

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Add Attribute Group to Item Catalog

Category

You can query

here to display
only your
attribute
groups

Select the Attribute Group and then Apply Button

1-41

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1

Creation of
Catalog
1-42

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation

Your Prospect has provided you a catalog they would
like to see you create. They have provided information
such as attributes and values they would like to see
modeled.
The Electric Engines item creation is controlled by the
Product Manager and the Diesel Engine and Diesel
Engine Components item creation are controlled by
the Design Engineer.
Create the required Item Catalog Categories, Attribute
groups, attributes, value sets and values and
associate them accordingly.

1-43

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 (cont)

ADS Engines

ADS Diesel Engines

ADS Electric Engines

ADS Diesel Engines

Components

ADS
DE1

ADS
DE2

ADS Diesel
Engine RPM

ADS
1000

ADS
2000

ADS
3000

ADS
Application

ADS
4000

ADS
Hemm

ADS
Railroad

ADS
Industrial

ADS Electric
Motor Kilowatts

ADS Number of
Poles

ADS Electric
Motor Type

ADS Motor Name

ADS Electrical Motor

Specifications

ADS Electric
Model

ADS Number of
Motors

ADS Application

ADS Electrical Engine

Specifications

ADS Electric
Motor

ADS Diesel
Engine
Component
Information

ADS Diesel
Engine RPM

ADS Diesel
Engine HP

ADS Diesel
Engine Torque

ADS Diesel Model

ADS Diesel
Engine Model

ADS Diesel
Engine
Component
Specifications

ADS Diesel Engine

Component
Specifications

ADS Diesel Engine

Specifications

ADS
Motor Type

ADS
Domestic

ADS
AC

ADS
DC

Legend
Item Catalog
Category
Attribute Groups
Attributes

Item catalog category you are

creating

Value Sets
Values

1-44

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation (cont)

Catalog Hierarchy

Should look like this when complete

1-45

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation (cont)

Attribute Groups

Should look like this when complete

1-46

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation (cont)

Diesel Engine Specifications Attributes

Should look like this when complete

1-47

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation (cont)

Diesel Engine Component Specifications Attributes

Should look like this when complete

1-48

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation (cont)

Electrical Engine Specifications Attributes

Should look like this when complete

1-49

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 1 Catalog Creation (cont)

Electrical Motor Specifications Attributes

Should look like this when complete

1-50

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Recap

1-51

Your prospect wants to be able to track many

different elements of a product line. How can you
help them solve this?
Some of these elements can be free form and
others should have to choose from a predefined
set of data. How can you help solve this?
Marketing only wants to see the attributes they are
responsible for. How would you solve this?

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Section 2

PLM / APC Security

and User Display
1-52

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Business Issues

1-53

We have set up the basis of the catalog for Vision

Engines. Vision Engines needs to ensure security
on different objects at different levels.
They also need to ensure that a parametric search
is possible on their items.
They would like to be able to control the amount
of data displayed.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

All Setups Required

1-54

Values Sets
Values
Attribute Groups
Attributes
Item Catalog Categories
Add Attribute Groups to
the item Catalog
Category
Item Catalog Category
People
Item People

Item Pages
Search Criteria
Display Formats
Item Templates
Item Number Generation
Rules

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

P R E S E N T A T I O N

Creating Item
Catalog Category
and Item People
1-55

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

All setups required

1-56

Values Sets
Values
Attribute Groups
Attributes
Item Catalog Categories
Add Attribute Groups to
the item Catalog
Category
Item Catalog Category
People
Item People

Item Pages
Search Criteria
Display Formats
Item Templates
Item Number Generation
Rules

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Terms
Item Catalog Category Person

Is a security mechanism that allows a person with this role to

create new items or associate an existing item within a
specific Item Catalog Category.

Done by associating the Item Catalog Category Role to a specific

person(s).

Example:

Your Design Engineer can create items for the Diesel Engine and
Diesel Engine Components. The Product Manager create items
for the Electric Engines

Item Person

Is a security mechanism that allows a person with this role

specific view or edit privileges on items.

Example:

1-57

Done by associating the Item Role to a specific person(s) and

then assigning these roles to the Item Catalog Category for an
Inventory Organization.
Proprietary data exists about marketing plans and you want to
make sure this is only accessible as needed. Other item
information for same item can be shared with many.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Adding Item Catalog Category People

Your Item Catalog Category > People Hyperlink

1-58

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Adding Item Catalog Category People

Person that creates

the Category is
automatically added.
Click the Update
button to add other
users.

Update Button under Item Catalog Category People

1-59

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Adding Item Catalog Category People

1.
2.

1. Use the Add Another Row button to add a person

2. Click Apply when complete

1-60

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Adding Item People

1.

2.
3.

1. Select Organization V1 using the LOV (or enter Vision Operations) to define which org to operate on
2. Click the Go Button. This sets the organization context.
3. Click the Update button to add people
1-61

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Adding Item People

Only Design Engineer

should be assigned to
ADS Diesel Engines

For ADS Electric Engines Only Product Manager should be assigned (add/delete as needed)
For all other categories, only the Design Engineer should be assigned

1-62

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Role Inheritance

Item Level

Item Catalog
Category Level

Organization
Level

1-63

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

P R E S E N T A T I O N

Creating Item
Pages, Search &
Display Criteria
1-64

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

All setups required

1-65

Values Sets
Values
Attribute Groups
Attributes
Item Catalog Categories
Add Attribute Groups to
the item Catalog
Category
Item Catalog Category
People
Item People

Item Pages
Search Criteria
Display Formats
Item Templates
Item Number Generation
Rules

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Terms
Item Page
A mechanism for customizing user interface
Example: If you have defined a user defined
attribute group of implementation costs, you can
have this specific attribute group displayed under
the operational attribute group of Costing.

1-66

A grouping of attribute groups for a specific item

catalog category that will be displayed to allow
ease of maintenance.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Item Pages

2.

1. Setup Workbench > Items tab > Item Catalog Categories sub tab > Select your Item Catalog Category
2. Click the Item Pages Hyperlink
1-67

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Page

Click the Create Page Button

1-68

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Pages Adding User defined

Attribute Groups

1.
Use seq # 1 so attributes will
appear 1st on the item page

2.

1. Complete entry of the Basic Information

2. Click the Add Another Row button and select the ADS Diesel Engine Specifications
attribute group
1-69

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Pages Adding User defined

Attribute Groups

After selecting the ADS Diesel Engine Specifications attribute group and
applying you should see the added item page
1-70

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Catalog Category Search

Criteria
What is an Item Catalog Category Search Criteria?
It is a method to allow customization of search
criteria used in performing an advanced search
within an Item Catalog Category
How is this done?
Define Search Criteria by selecting both
operational and item category attributes
Optionally specify operators and values
Why is this done?
To allow each user to perform parametric
searches based on the user defined or operational
attributes

1-71

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Search Criteria

Nav: Your Item Catalog Category > Click the Search Criteria hyperlink
A new page will appear (not shown) click the Create button to begin the search criteria creation
1-72

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Search Criteria (cont)

1.

2.

1. Enter the basic information

2. Click the Add Criteria button
1-73

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Search Criteria (cont)

1.
3.
2.

1. Select attribute group and click Go

2. Move specific attributes as required
3. Complete as shown and click Apply

1-74

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Search Criteria (cont)

Important, you must click the Apply button to save!

1-75

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Search Criteria (cont)

Completed
1-76

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Catalog Display Formats

What is an item Display Format
It allows each user to define the standard views of
search results by item catalog category
How is this done
Create a Display Format by selecting the attributes
for display. Specify up to three sort columns
Include display sections (e.g. multi-row attribute
groups, Attachments, Issues, Change Orders,
Structures) to enable short cuts to detailed item
information within the search results.
Why is this done
To allow customization of the presentation of the
data.
Search Criteria and Display formats are not linked
you can use any display format to present results of
any search.
1-77

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Display Format

Nav: Your Item Catalog Category > Display Formats

1-78

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Display Format (cont)

1.

2.

1. Enter basic information

2. Add columns to the display format as shown
3. Apply
1-79

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Display Format (cont)

Rename Columns

Click the Rename Columns Button

1-80

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Display Format (cont)

Rename Columns

Update the column name Item to Part Number - click Apply

1-81

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Associating Item Attachment Categories

1. What are Item Attachment Categories
Attachment Categories are used to categorize and
classify document attachments
It is the same thing as Document Categories
2. How are these defined
You define attachment categories in the Document
Categories form
Associate attachment categories to item catalog
categories to classify item attachments
Associated attachment categories are inherited
down through the item catalog hierarchy
3. Why do we need these?
To allow users to define and store documents in a
meaningful and easy to use way.
1-82

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Associating Item Attachment Categories (cont)

Nav: Your Item Catalog Category > Attachment Categories hyperlink

1-83

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Associating Item Template

1. What is an Item Template?
THE SAME AS IT HAS ALWAYS BEEN!!!!!!
This enables setting up default values for User Defined
Attributes.
2. How is used?
Item Templates can be linked to Item Catalog
Categories.
Specify which item template is the default for the item
catalog category
When you define a template at a parent category, the
same template is inherited by all child categories. You
can modify attribute values in the inherited template
and if needed revert back to inherited values at a later
time.
3. Why?

1-84

Easier data maintenance

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Associating Item Templates (cont)

Update Item Template

Nav: Your Item Catalog Category > Templates hyperlink

Click on the Finished Good template hyperlink
1-85

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Associating Item Templates (cont)

Update Item Template

If you want to add default values to your attributes, do so here (we will
not do this)
1-86

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 2

PLM / APC Security

and User Display
Creation
1-87

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 2

1-88

Continue building the catalog. We must ensure the

right people can add items, the right people can
edit and view items. We also need to define how
the attribute groups will be presented.
Only the Product Manager should be able to create
items within the Electric Engine Category. Only
the Design Engineer should be able to create
items within the Diesel Engines and Diesel Engine
Components.
You should use the advanced search to see if your
search criteria is what you thought it should be.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 2 (cont)
Adding Item Catalog Category People

Confirm the following:

For ADS Electric Engines Only Product Manager should be assigned
For all other categories, only the Design Engineer should be assigned
1-89

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 2 (cont)
Advanced Search View

Nav: Item Advanced Search > Enter your Item Catalog Category > Click Go
You should be able to choose your search Criteria
1-90

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Recap

1-91

When searching for a particular class of items,

Product Development wants to be able to search
off of key elements. How would you solve this?
When viewing different groups of items, the
prospect would like to be able to view items
differently. How would you solve this?

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Section 3

Creating New Items

From PLM Pages
1-92

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Scenario

New Item creation with out change management or

creating items within the application.
Item creation can take many forms. In this first pass
we are just going to look different ways to get the
items into the system.
Generating multiple items with Sequencing
Generating them one at a time
Generating them from Excel Import
Updating From Excel Export and then Re Import

1-93

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Multiple
New Items with Auto
Numbering
1-94

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Auto-Generated Item Numbers & Descriptions

Normalize Product Data by Reducing Manual Entry

PN

Description

Not Standardized
RSRS-374374-03

RESIS, 1K, OHM, 1

847390847390-R

Res, 1K, ohms, 25w, 1mf

MSMS-3439

1K OHM 1/4W 1%MF

RSRS-374374-23

Red*.001M* ohm**1%MF

Problems
x Users are allowed to enter part

numbers and descriptions in

any format
x Makes it hard to find items leads
to duplicate items

Solution
Normalized
RES3439

1-95

9 Sequence generated part numbers

Res, 1KOhm, 0.25W, 1%, MF

based on user-defined rules

9 System generated descriptions
based on parametric information

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Multiple
New Items with Auto
Numbering Demo
1-96

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

All Setups Required

1-97

Values Sets
Values
Attribute Groups
Attributes
Item Catalog Categories
Add Attribute Groups to
the item Catalog
Category
Item Catalog Category
People
Item People

Item Pages
Search Criteria
Display Formats
Item Templates
Item Number Generation
Rules

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Number and Description

Generation Rules

Specify Item Number generation rule for an item

catalog category
User Defined, Function Generated, Sequence
Generated, Inherited from Parent
If Sequence Generated specify a prefix, increment,
and suffix
If Function Generated specify function parameter to
attribute mapping

Specify Item Description generation rule

User Defined, Function Generated, Inherited from
Parent
If Function Generated specify function parameter to
attribute mapping

1-98

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Generation Rules

Setup Workbench > Your Item Catalog Category > Crate Item > Number Generation
1-99

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Number Generation Rules

Example for ADS Diesel Engine Components

1.
2.

1. Select Sequence Generated

2. Add prefix, starting number and increments
1-100

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Production Items

Check this box

Create Production Items > Item Catalog Category > Diesel Engine Components
Select the Create Multiple Items checkbox and click Continue
1-101

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating Multiple Items with Descriptions

Enter the required descriptions to create 6 items and click Continue

1-102

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

New Item Generation Template

Confirmation

Confirm the items- click Submit to create

1-103

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

New Item Generation Confirmation

2.
1.
3.

1. Click the Select All hyperlink

2. Click the Add to Favorites button to add the 6 items to your favorites list
3. Note the name of your first item (should be ADSDECOMP6/Cylinder 01)
and click on its hyperlink
1-104

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Workbench Update Attributes

In the Left Pane click on ADS Diesel Engine Specifications hyperlink and
ADS Diesel Engine Component Specifications hyperlink to update the
attributes associated with each
1-105

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Workbench Update Attributes

Update the attributes values

1-106

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Workbench Add to Orgs

Click on Organization Sub Tab > Add to M1 & M2

1-107

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Update the rest of your items

Shortcut > Favorite Items

Update all the attribute values for the remaining newly created items
Make sure to vary the attribute values for each item

1-108

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating New Items

from Menu
Demo
1-109

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setups Required

NONE!!!!!!

1-110

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Item From Menu

Home > Create Production Items > Fill in the Item Catalog Category
1-111

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Item From Menu(cont)

Enter Item and Item Description

1-112

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Create Item From Menu(cont)

Attribute Entry

Choose attribute group if there are multiple

Enter Attribute Values

1-113

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Complete Org Assignment

1-114

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Add to Favorites

Make sure and check this before clicking the Add to Favorites button

Select the item to add and click the Add to Favorites button
1-115

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 3

Creating New Items

from PLM Pages
1-116

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 3

Prospect wants to see you create items with auto number and
without auto numbering. They then want you to show them how
they can do parametric searches as well as compare item to
item.
1. Create 6 items in the ADS Diesel Engine Components Catalog
Category as follows. Note: the item names are sequence
generated based on the rules you defined but you can change
the descriptions.
3 Cylinders with descriptions Cylinder 01, Cylinder 02,
Cylinder 03
3 Pistons with descriptions Piston 01, Piston 02, Piston 03
2. Search off of different attributes and change the display for each
type of item.
3. Demonstrate how to compare items in the same category.
Create 2 End Items (ADS10000 and ADS20000 ) in the Diesel
Engines catalog category. Do a quick search and compare of
your items.
1-117

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 3 recap

1-118

Prospect wants some items to have system

generated numbers and other items not to be
manually entered. How would you solve this
problem? Explain the required setup steps
Materials is complaining that engineering always
just creates a new item number without looking at
existing stock. How would you help solve this
issue?
When we were creating items in the Item Catalog
Category ADS Diesel Engine Components, why
did we have the attribute group ADS Diesel Engine
Specs as well?

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Section 4

Creating New Items

from Excel Import
1-119

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Scenario 4

1-120

Vision Engines has quite a bit of data from

different legacy systems. They would like a way to
perform a mass upload of data.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Creating New Items

from Excel Import
Demo
1-121

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Setups Required

Existing Setup
Item Catalog Category
Attributes

1-122

New Set Up
Define Item Import
Format

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Defining Item Catalog Import Formats

What is an Import Format
Create Import Formats to import primary and userdefined item attributes through Excel
Specify whether the Import Format is for importing
items or item revisions
Specify which attributes to import for item
creation or updates

1-123

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Category Import Format

Setup Workbench > Your Item Catalog Category > Import Formats Hypertext >
Create Button
1-124

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Selecting Attributes for Import Format

Select attribute group and pick and choose attributes

among many attribute groups
1-125

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Optionally Rename Columns

Rename Columns Button

1-126

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Start Bulk Load Process

Home > Development Manager > Batch Import > Import Items : Import from
Excel Object - Items
1-127

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Select Item Catalog Category & Import

Format

Enter your ICC and then Select your newly created Import Format > Import Button
1-128

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Select Viewer

Excel 2000 > NO REPORTING

1-129

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Open Document

1-130

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Update Spread Sheet

Transaction = Create, Template = Purchased Item, Org = V1, Primary UoM = Each,
Item Status = Active Attributes = Free Form, Description Free Form
1-131

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Upload Spread Sheet

Select the Oracle > Upload menu option

Copy the Format Usage Id to the Upload Parameters screen
Click the Upload button
1-132

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Monitor Progress

Select the Oracle > Monitor menu option to monitor your request

1-133

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Search For Item

Home > Item Simple Search

1-134

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Results

Results
1-135

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Updating Items from

Export and Import
Demo
1-136

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Set Up Required

NONE!!!!

1-137

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Advanced Search for Items

Home > Item Advanced Search > Search ADS Diesel Engine Components
Select your Search Criteria and your Display Criteria
1-138

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Results

1-139

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Export All Items

Click the Export All Items Button

1-140

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Select Viewer

Excel 2000 > NO REPORTING > Next

1-141

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Open Document

1-142

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Results

Update Items as needed

1-143

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Upload

Oracle > Upload make sure the Format Usage id is the same
1-144

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Monitor Progress

Oracle > Monitor

1-145

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Review Changes

Modify Search > Search with no changes Updates should be seen

1-146

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 4

Creating and
Updating Items from
Export and Import
1-147

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Exercise 4

1-148

Prospect has many items from a legacy system

they have imported into excel. Using the PLM
Solution, setup this scenario create a few new
items and import them.
Prospect needs to change data on a subset of
items. There are many items that need changing.
Using the PLM Solution, export items, modify
some of their values and import the changes.

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Item Creation Recap

1-149

Customer is concerned about item numbering and

no longer wants to manually keep this process
going. What steps would you need to take to demo
this?
What steps would be required to set up PLM to
allow for Item Imports?

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

PLM Wrap Up

1-150

Marketing only wants to see attributes they are

responsible for what steps would need to be
taken?
We have a vendor who is a partner as well as a
competitor. What steps would need to be taken to
allow them to see the items they collaborate on,
and prevent them from seeing competing items?
Prospect wants to stop part number proliferations
and make sure items are reused where possible.
How can PLM solve this business need?

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.

Q&A

1-151

This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.