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Use this form to create and manage a hierarchical product group structure by using an appropriate number of levels. You can also add products to the Web application (the customer role in the Enterprise Portal) and create product catalogs that contain items that can be selected for purchase requisitions.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Upper pane

Use the upper pane to create product groups. Add product groups by pressing CTRL+N. Use the field to define the group as a group node, item node, or category node (available only for purchase requisition catalogs). The type is used to generate the overall structure, whereas the actual items from the inventory list are attached to the item node type. The Top node field indicates whether or not the group node or the item node is a top node, the highest level in a hierarchy. If a funnel icon appears in the field, a selection criterion for the item node (only available for item nodes) has been defined in the form.

Lower pane

The information displayed in the lower pane depends on whether you choose , , or (available only for purchase requisition product catalogs) in the upper pane. You typically select a top node in the upper pane (product group). When you create a top node, you need to add relations within the top node. Because the top node is usually a group node (unless you only have one level), you can only create component groups in the lower pane. Component groups are actually product groups that you want to reside within the selected group node in the upper pane. When you add component groups to a group node (press CTRL+N in the lower pane), you can only select components groups that are available as product groups in the upper pane (either group nodes or item nodes).

When the relation to a product group of the type item node is created, the layout of the bottom pane automatically changes to one that creates and displays all items that are attached to the current item node. You add items to the item node either by pressing CTRL+N and then selecting the item from the field or you can add items by clicking .

When the relation to a product group of the type category node is created, the layout of the bottom pane is similar to item nodes but you can add only one category item to a category node.

Tabs

Upper pane

Tab

Description

Overview tab

View a list of product groups and create new product groups.

General tab

View or edit the unique identification details of the product group that is selected on the tab.

View the product group that the selected product group belongs to in the tree hierarchy.

View an explanation of the various icons and graphics that are used on the form.

View a graphic illustration of the tree structure from the current node and downward in the hierarchy. By default, the first subordinate level is displayed, but you can open and close additional levels by clicking the +and -symbols.

Tabs

Lower pane

Tab

Description

Overview tab

View a list of product groups and create new product groups.

General tab

View or edit the unique identification details of the product group selected on the tab.

Buttons

Upper pane

Button

Description

Updates the internal structures in Microsoft Dynamics AX after you have added or edited product groups. If you have created new product groups or edited existing product groups you must update before you close the form.

Attach presentations to product groups and items. In the form you can add text and an image to each product group and item.

Add items or view the selection of items for the current node.

Buttons

Lower pane

Button

Description

Attach presentations to product groups and items. In the form you can add text and an image to each product group and item.

Set up the dimensions that you want to display.

Fields

Field

Description

Unique identification of the product group.

Description of the product group.

Select the type of product group.

  • – The highest level in the product group hierarchy. You cannot add items to a group node, but you can add other groups of either the or type.

  • – The lowest level in the product group hierarchy. You can add items to an item node.

  • – Used in purchase requisition product catalogs to contain category items (non-catalog items).

Product group at a higher level in the tree, of which the current product group is a part.

Unique identification of the product group.

Unique identification of the product group.

See Also