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    FelixM
    Query - Item Grouping Behaviour - Purchasing Setup
    Topic posted February 6, 2019 by FelixMRed Ribbon: 250+ Points, tagged Manage Procurement Catalog, Setup 
    111 Views, 5 Comments
    Title:
    Query - Item Grouping Behaviour - Purchasing Setup
    Summary:
    Query - Item Grouping Behaviour - Definition and Reference Org
    Content:

    Hi

    I'm using Release 19A.  We are currently using Procurement module i.e. Self Service procurement  (Smart forms to raise Requsitions). We are not using Inventory and we do not have Items. 

    We define the Functional Area Catalog (Purchasing) and will assign the leaf level category(Purchasing Category) to the Catalog.

    I had a query on the Inventory Org setup.

    1) Manage Item Organisation (task) -  I have defined a Master Org (Item Grouping = 'Definition Org')

    2) We have multiple Inventory Orgs under the BU. So when I define the Inventory Org (Item grouping is defaulted to 'Reference Org') and when I save the data I get a message saying "Do you want to assign all Items in the Definition Org to the Reference Org.

    Should I click Yes or No. Does it really matter because I'm not going to use Inventory module to store items?

    On point2 above can I define the Inventory Org as "Definition Org" or do I have to define it as 'Reference Org' - What is the best practise for my scenario given that I am not going to use Items, but just Purchasing categories defined in the Functional Area Catalog (Purchasing)

     

    Kind regards

    Felix

     

     

     

     

     

     

     

     

     

    I am in the process of completing the setups and had the following query

     

     

     

     

    Version:
    19A (11.13.19.01.0)

    Comment

     

    • Mohanish Mahajan

      Hi Felix,

      Since you are not going to define any items, this setup does not really matter. Please check the following forum post from Product Hub - 

      SCM – Optimize Item management using Organization Grouping

      Regards,

      Mohanish

    • FelixM

      Hi

      Just so I am clear. I still need to define a master item and Inventory org even though I'm not using Items.

      So I define the define  the following:

      Master Org (Default - Definition Organisation)

      Inventrory (Default - Reference Organisation)

      Is that correct? If yes, is there any downstream impact on Purchasing etc on this setup?

       

      Kind regards

      Felix

       

       

    • Mohanish Mahajan

      Hi,

      If you do not have any items, I believe these setups should not have any impact on purchasing transactions. You can opt -out of this feature ‘Use Item Definition Grouping’ .

      Regards,

      Mohanish

       

    • FelixM

      Thanks Mohanish!

      Had a related query.

      Having defined a Master Org (MASTER ORG) and three other inventory Orgs (INVORG1, INORG2 and INVORG3)

      When I create my Procurement Business Unit I have to specify an ORG -  Which Org do I specify

      1) Master Org

      or

      2) Inventory Orgs  - If Yes, which Inventory Org do I specify out of the three

      Please note that I am NOT using items, but just Purchasing Categories.