Maintaining Item Groups for an Item Group Set

The Item Groups tab on the Item Group Set Summary contains a list of all the item groups that are part of this item group set. Each row includes an actions button and current values in these fields:

• Item Group

• Spec Book

• Description

• Detail Items

• Obsolete Date

Click in the Obsolete Date field and add, change, or delete information as needed.

To delete an item group from this item group set, select Delete from the Actions menu on the item group row. To reverse the delete action, click the Undo button.

When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.

To view or maintain an item group, select Open from the Actions menu on the item group row. The system takes you to the Item Group Summary. See Maintaining an Item Group for more information.

Creating a New Item Group

To create a new item group and add it to this item group set, click the Add button. The system takes you to the Add Item Group component. For more information, see Adding an Item Group.

Copying a Reference Item as a New Item Group

To create a new item group based on a reference item and add it to the current item group set, follow these steps:

1. On the Item Groups tab of the Item Group Set Summary, select Copy Reference Item from the Actions menu on the item group list.
   
   The system opens a modal window that lists reference items that are not parametric items and are not part of any other item group in the item group set.

2. To locate a specific item, enter criteria in the Quick Find search box. You can also filter the list by selecting a value in the Spec Book field.
   
   The system lists rows of reference items that match your criteria.

3. Click an item row to select it.
   
   The system adds a check mark at the beginning of the row. To change your selection, click a different row.

4. When you are finished, click the Copy as Group button.
   
   The system closes the modal window and displays a message to confirm that your changes were saved. The system creates a new item group based on the reference item and displays the new group on the Item Groups tab. The name, description and other fields for the new item group are taken from the reference item. A detail item for the reference item is also added to the new group. You can add additional items to the group as needed. See Maintaining an Item Group.

Adding Item Groups to an Item Group Set

To add existing item groups to the item group set, follow these steps:

1. On the Item Groups tab on the Item Group Set Summary, choose Select Item Groups from the Actions menu on the item group list.
   
   The system displays a modal window that shows item groups that are not part of the current item group set.

2. To locate a specific item group, enter criteria in the Quick Find search box. You can also filter the list by selecting a value in the Spec Book field.
   
   The system lists rows of item groups that match your criteria.

3. Click an item group row to select it.
   
   The system adds a check mark at the beginning of the row. You can click the row again to clear the selection. Continue selecting additional rows as needed.

4. When you are finished, click the Add to Set button.
   
   The system closes the modal window, adds the selected item groups to the item group set, and displays a message to confirm that your changes were saved.

Related topics:

Maintaining Item Group Set Information

Maintaining an Item Group Set