Adding a New Item
To add a new item perform the following steps:
- Procedure
- Click the Items menu.
- Click the + button.
- Provide the primary information, which includes:
Item Type – Some examples for the values are Enterprise, Customer, or Subscriber. This is a mandatory field.Item Name – Enter a name for the item.
- Provide the additional information, which includes:
Item Status – Some examples for the values are Active, Inactive, Suspended, or Pending Update. This is a mandatory field.Item Sub TypeItem ID – The unique ID for the item. If a value is not provided Product and Service Inventory generates the value.Item RefProduct ID – This is a mandatory field.Party ID – This is a mandatory field.Product VersionStart Date – This is a mandatory field.End Date
- Provide the characteristics information (this is optional), by clicking
+ Add link in the Characteristics Info section. You can add multiple characteristics by clicking
+ Add link. You can delete unwanted characteristics by clicking
x Remove link. The characteristics information to be provided are as follows:
Name - This is a mandatory field.Value - This is a mandatory field.ID
- Provide the orders information (this is optional), by clicking
+ Add link in the Orders Info section. You can add multiple order information by clicking
+ Add link. You can delete unwanted order information by clicking
x Remove link. The order information to be provided is as follows:
Order ID – This is a mandatory field.Ref – This is a mandatory field.Date – This is a mandatory field.Line – This is a mandatory field.Line action – This is a mandatory field.Action modePlan item IDPlan item actionComments
- Provide the relationships information (this is optional), by clicking
+ Add link in the Orders Info section. You can add multiple relationship information by clicking
+ Add link. You can delete unwanted relationship information by clicking
x Remove link. The relationship information to be provided are as follows:
Child – The target item to relate to. It has to exist in the system. This is a mandatory field.Forward type – The name of the forward relationship
ProductComprisedOf
. This is a mandatory field.Reverse type – The reverse name of the relationshipProductContainedIn
. This is a mandatory field. - Click the
Submit button.
The item is created and the control is passed back to the Inventory Item page. The newly created Item is displayed in the list of Items. To search for the newly created item see Searching an Item for more details.