D365: How to create product masters

The great example of using product masters with their variants it’s a Retail industry.

Let’s say you have Product master as T-shirt. But this T-shirt might have a lot of variants: variety of colors (White, Red, Black etc.) and in different sizes (S, M, L, XL, XXL etc.).

Setup Product dimension group

Product dimension group will limit the variants that can be created for the product master:

• The active product dimensions in the product dimension group determine the dimensions that must be defined for the product master.
• The dimensions that you define for the product master determine the variants that can be created.

Let’s look at the product dimensions that available. The ‘ColorSize’ product dimension group will be used for the demonstration.

Navigate to Product information management > Setup > Dimension and variant groups > Product dimension group

Create Product master

1. Navigate to Product information management > Common > Products > All products and product masters.
2. On the Action Pane, in the New group, click Product.
3. In the Product type field, select Item.
4. In the Product subtype field, select Product master.
5. In the Product number field, enter a product number.
6. In the Search name field, enter a search name to make it easier to search for the product.
7. In the Product dimension group field, select a product dimension group.
8. In the Configuration technology field, select a configuration technology.
9. Click OK

Predefined variant – Variants are configured by using the product dimensions when the variants are created.

Dimension-based configuration – Variants are configured by using the Configuration dimension when the variants are added to transaction lines.

Rule-based configuration – Variants are configured by using Product Builder when the variants are added to transaction lines.

Constraint-based configuration – Variants are configured by using the Product configurator when the variants are added to transaction lines.

Define product dimensions for a product master

Highlight the created product master, and then click Product dimensions.

Click New to create a new dimension.

Note: To configure the “Allow identical configurations” follow the steps below:

“Allow identical configurations” check box is available only if the configuration technology for the product master is set to Dimension-based configuration

1. Click Product information management > Common > Products > Product masters.
2. Select a product master. Then, on the Action Pane, in the Maintain group, click Edit.
3. Select the Allow identical configurations check box.

Create product variants

You can create product variants by using three different methods:

• Create product variants manually.
• Create product variants based on suggestions. When you use this method, a list of the variants that can be created for the product master is displayed. The list is based on all the combinations of product dimensions that exist for the product master.
• Create additional product variants based on new product dimensions. When you use this method, new product variants are generated for any additional dimensions that are associated with the product master.

Create product variants manually

1. Click Product information management > Common > Products > Product masters.
2. Select a product master, and then click Product variants.
3. Click New, and then select a combination of dimensions of the Size, Color, and Configuration types.
4. Press CTRL+S to save the product variant.
5. Repeat steps 1 through 4 for each variant that you want to create.

Create product variants based on suggestions

1. Click Product information management > Common > Products > Product masters.
2. Select a product master, and then click Product variants.
3. Click Variant suggestions to display a list of possible product variants.
4. Select the check box next to each product variant that you want to create, or click Select all to select all the product variants in the list.
5. Click Create.

Create additional product variants based on new product dimensions

1. Click Product information management > Common > Products > Product masters.
2. Select a product master. Then, on the Action Pane, in the Maintain group, click Edit.
3. Select the Generate variants automatically check box.
4. On the Product masters list page or in the Product details form, on the Action Pane, in the Product master group, select Product dimensions.
5. Create the product dimensions that you want to add to the product master.
6. On the Product masters list page or in the Product details form, on the Action Pane, in the Product master group, click Product variants. The additional product variants that have been created are displayed.

Release the product variants

1. Click Product information management > Common > Products > Product masters.
2. Select a product master, and then click Release products.
3. Select products to release and click Next
4. Select product variants to release and click Next
5. Select the companies to release to and click Next
6. Confirm the selection and click Finish
7. Click Product information management > Common > Products > Released products and verify released product variants

Create purchase order with the product variant

Check the Record info of the released product variant and find the Variant number. This number will be used in the purchase order in the Variant number field

Check the Purchase order with the line.

Specify the Item number

Select Variant number

Pay attention to the dimensions. Size and Color are automatically filled.

That’s it for now!