Defining Item Relationships

You can define relationships between items. This allows you to search for items
through these relationships. Except in Oracle Purchasing, these relationships are
for inquiry and reporting purposes only.

Item Relationships with Oracle Purchasing

Within Oracle Purchasing you can define acceptable substitute items for
receiving. You must define a list of substitutes before you receive a substitute
item in place of an originally ordered item.

Attention: If you receive a substitute item, you must have previously defined a
unit of measure conversion between the unit of measure on the purchase order
and the unit of measure on the receipt.

Suggestion: To receive a substitute item correctly, you should ensure that the
ordered item and the substitute item share the same base unit of measure.

To define item relationships:

1. Navigate to the Item Relationships window. The Find Item Relationships

window appears.
2. Choose new to define a new relationship.
You can also enter search criteria and choose Find to display existing item
relationships.
3. Enter an item that represents the From part of the relationship.
4. Enter an item that represents the To part of the relationship.
5. Select the Type of relationship between the items.
Related: The items are related in a non-specific way.
Substitute: One item is a substitute for another. To define the parameters
for substitute item relationships, select the Planning Details button and
see defining details for substitute item relationships below.

Attention: The Planning Details button is enabled only for the item relationship
type Substitute.

Cross-Sell: This relationship indicates that one item may be sold in lieu of
another item.
Up-Sell: This relationship indicates that a newer version of the item exists,
and can be sold in place of the older item.
Service: This relationship establishes service items for a repairable item.
Prerequisite: This relationship indicates that you must possess one of the
items as a requirement to possessing the other item.
Collateral: This relationship indicates collateral, such as marketing
brochures, that you possess for an item.
 Superceded: This relationship indicates that one item has replaced
another item that is no longer available.
Complimentary: This relationship indicates if a customer purchases one
item, the other item is received for free.
Impact: This relationship is used to relate items to each other but only
under special conditions.
Conflict: This relationship indicates that these items may never be used
together.
Mandatory Charge: This relationship indcates a mandatory charge if the
customer purchases both items.
Optional Charge: This relationship indicates an optional charge if the
customer purchases both items.
Promotional Upgrade: This relationship enables a customer to upgrade
from one item to another item or equal or higher value, without an
additional charge.
Split: This relationship enables you to split support for an item so you do
not have to manually split support at contract renewal. To use this
relationship, you must be in a planning enabled organization.
Merge: This relationship enables rules based consolidation of contracts.
You may use the earliest or latest target end date for consolidation. This
allows you to choose how contracts are consolidated. To use this
relationship, you must be in a planning enabled organization.
Migration: During contact renewal you are given the option of renewing
contracts based on new licenses, or old licenses. To use this relationship,
you must be in a planning enabled organization.
Repair to:: You use the Repair to item relationship with field service
operations that use spares management functionality. If a part has been
superseded by another part, the Repair to item relationship determines the
replacement part.
6. Indicate whether the item relationship is Reciprocal.
7. Enter the Effective Dates if the item relationship is Split, Merge, or
Migration.
8. Save your work.

To define details for Substitute Item Relationships:

1. Navigate to the Planning Details Substitute window by choosing the

Planning Details from the Item Relationships window.
2. In the Planning Details region, enter the Substitution set.
3. Select the Partial Fulfillment check box if applicable.
4. Enter the Effective Dates for the Substitution.
5. Select the All Customers check box if the substitution applies to all
customers.
6. , If you have not checked the All Customers check box, enter the
customer information in the Customer References region.
7. Save your work.
Supersession Forecasting

This feature allows you to transfer the consumption history of the superseded
service parts to the up-item or the sales history of superseded products to the
new product. You can then create a forecast of the new item based on the
combined histories of the new item and the superseded items. You can also read
supersede item-relationships into Oracle Demand Planning and automate the
process of modeling supersessions and creating forecasts for new items.