Define Assortment

Explanation

This activity is used to define an assortment and assortment levels. Assortments, while they are active, will be used to create parts per site. Assortment levels are used to decide where a node is placed within an assortment structure. When you create a node, it will be assigned to a level based on where you create it within the assortment structure. There may be a number of levels within an assortment. When you move a part within the structure the level will be re-assigned accordingly.

It is possible to define a classification standard for the assortment. One active assortment can have only one classification standard. If the assortment is in the Active status and if you need to change it back to Planned status, it is only possible to do so if the assortment is not connected to a customer. An active assortment can be closed, provided that it is not connected to a customer. If it is already connected to customer, an error message will appear.

The part search on the Assortment window provides the ability to find whether a part exists in a specific assortment and where it exists. This is very helpful when the assortment has a large structure with many parts.

Prerequisites

• Assortments must be defined before entering assortment levels.
• If defining a classification standard for the assortment, it must have been defined in the Inventory Basic Data window.

System Effects

As a result of this activity:

• You can proceed to define an assortment structure consisting of multiple levels.
• A history record will be created in the Assortment History tab.

Window

Assortment

Related Window Descriptions

Assortment

Procedure

To define an assortment:

1. Open the Assortment window and create a new record.
2. Enter an ID in the Assortment field and a suitable description in the Description field.
3. In the Classification Standard field, enter a classification standard or select one from the List of Values. (If you try to remove a classification standard from an assortment, and if it has classification part numbers, an error message will appear.)
4. Save the record. The root node will be created and will appear in the Structure tab.

To enter assortment levels:

1. Click the Assortment Levels tab. The root level would have been created when the assortment was defined.
2. Create a new line.
3. Enter a number in the Level field and a description for the level in the Level Name field.
4. Save the record. Continue to enter as many levels needed.