Program: Inventory Product Family Maintenance

This program lets you capture and maintain the list of product families used to classify your stock codes by their high-level functional grouping (such as bearings, lubricants, packaging materials, finished goods, spares, etc.)

Exploring

Things you can do in this program include:

  • Add a new Family code

  • Maintain an existing Family code description

  • Delete an existing Family code

This program is accessed from the Program List of the Syspro menu:

    Program List > Inventory > Setup

This program is available in both the Syspro Desktop and Syspro Web UI (Avanti) versions

A product classification is the set of governed code lists (Family, Brand, Formula,and Designation) that lets you categorize stock codes in a consistent way across sales, procurement, supply chain, quality, and reporting.

Within Syspro, a Product Family is a user-defined high-level functional grouping of stock items that behave similarly from a business or operational perspective. It is one of four Product Classification fields available against a stock code, alongside Brand, Formula, and Designation.

Example:
You might define families such as bearings, lubricants, packaging materials, finished goods, spares, or raw materials.

You maintain Product Families using the Inventory Product Family Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

A Brand is a user-defined commercial or market-facing label under which a stock item is sold or sourced. It is one of four Product Classification fields available against a stock code, alongside Family, Formula, and Designation.

For Example:
You might define brands such as Bosch, SKF, or Siemans for OEM brands, a house or private-label brand, a white-label brand, or a brand specific to an individual customer.

You maintain brands using the Inventory Brand Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

A Formula is a user-defined composition or recipe identifier that defines what a stock item is made of, rather than how it is packaged or sold. It is one of four Product Classification fields available against a stock code, alongside Family, Brand, and Designation.

For Example:
You might define formulas to represent a chemical formulation code, a food or beverage recipe identifier, a pharmaceutical compound reference, a resin mix, an allow grade, or a coating.

You maintain brands using the Inventory Formula Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

A Designation is a user-defined variant or commercial designation that differentiates a stock item from others in the same Family, Brand, and Formula. It is one of four Product Classification fields available against a stock code, alongside Family, Brand, and Formula.

For Example:
You might define designations to represent size, strength, or grade; pack size; a market or customer variant; a regional compliance variant; or a product revision or generation.

You maintain brands using the Inventory Designation Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

Overview topic

Stock Code Maintenance

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the addition of stock codes in the following programs:

  • Browse on Stock Codes

  • Configurator Wizard

  • Stock Code Copy

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the maintenance of stock codes in the following programs:

  • Browse on Stock Codes

  • Stock Code On Hold Maintenance

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the deletion of stock codes in the following programs:

  • Browse on Stock Codes

  • Stock Code Delete

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the addition of stock codes in the following business objects:

Controls access to the maintenance of stock codes in the following business objects:

Controls access to the deletion of stock codes in the following business objects:

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

  • The Product Family code is mandatory; the Family Description is optional but recommended.

  • A Product Family code cannot be deleted if it is currently assigned to one or more stock codes. You must first reassign or clear the Family field on those stock codes using the Stock Code Maintenance program.

Solving

You can't delete a Product Classification code (i.e. Family, Formula, Brand, and Designation) if it is currently assigned to one or more stock codes.

To delete the code:

Using

  • Define your full set of Product Family codes before assigning them against stock codes. This avoids rework and keeps the codes list governed.

  • Keep the Product Family code short and meaningful (such as BRG for Bearings). The Family code is what is stored against the stock code; the Family Description is what assist users when browsing.

The Inventory Product Family Maintenance process is as follows:

  • To add a product family code select the New function.

  • Enter the Product Family code in the Family drop-down field. Select Enter.

  • The Family Description field will be activated. Enter a Description.

  • Select Save

This program calls the Inventory Product Family Maintenance business object for validation and update.
Once Family codes are defined, you can assign them to stock items in the Family field under the Product Classification Detail pane of the Stock Code Maintenance program (Program List > Inventory > Setup). The same code list is also available as a filter on the Inventory Movement report (Program List > Inventory > Reports) and as an output field on the Inventory Query (Program List > Inventory).
A Product Family code cannot be deleted if it is currently assigned to one or more stock codes. You must first reassign or clear the Family field on those stock codes using the Stock Code Maintenance program.

Referencing

This lets you capture a new data record.

This deletes the highlighted data record.

This saves the details you entered or changed.

This lets you enter or select a unique Product Family code.

Field Description

Description

Indicates the description associated with the Product Family code. This assist you in verifying that the correct code has been selected when browsing from other programs.