Basic Setup¶
This page provides an overview of all settings related to the configuration of the Product Platform Management extension.
Product Information Management Setup¶
The primary setup related to product information management is Product Information Management Setup. This setup is available from the standard Business Central menu.
Within this setup, the user configures the basic parameters that affect the behavior of the entire Product Information Management module. These are default settings that apply to all product platforms.
From the Product Information Management Setup, additional settings required for individual module areas are also accessible. These settings are always described in detail within the documentation of the specific module (e.g. texts, media, etc.).
| Field | Description |
|---|---|
| Force Platform on Sales Documents | Determines whether specifying a product platform is mandatory on all sales document types. The user can choose from the following options:
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| Force Platform on Transfer Documents | Determines whether specifying a product platform is mandatory on transfer orders. This is an option field with the following values:
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| Apply Prices/Discount Customer Group | Determines whether pricing and discount setup from the product platform is applied during price calculation. If not enabled, only the standard pricing algorithm is used. |
| Allow Change of Product Platform on Document | Determines whether the user is allowed to change the product platform on an already created document, or whether this process is blocked and a new document must be created. The user can choose from the following options:
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| Platform Separator | Specifies the character used to separate product platforms in fields on the item card, item variants, and item categories. |
| Placeholder Prefix | Used to define characters (up to 3 characters) that are added before the placeholder name when inserting it into text, allowing the start of a placeholder to be uniquely identified. |
| Placeholder Suffix | Used to define characters (up to 3 characters) that are added after the placeholder name when inserting it into text, allowing the end of a placeholder to be uniquely identified. |
| Allow Product Text Reopening | Determines whether a previously certified text can be reopened and modified, or whether a new text version must be created for any changes. The new version must then be certified and is subject to the same rules. |
| Allow Deleting Assigned Platform | Used to restrict unwanted deletion of a platform that has already been linked to other records within the PIM module. |
| Keep Related Data When Deleting Platform | When deleting a product platform, this field defines how related records in associated tables should be handled. Possible values:
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| Action When Platform Closes | controls how the system behaves with data when a product platform is closed. In this field, the user selects one of the following options:
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| Action When Platform Reactivates | controls how the system behaves with data in the case that the product platform already existed in the system historically and is reactivated again. The user selects one of the following options:
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| Default Language Code | Specifies the language code in which base data is entered (e.g. category names or item descriptions). |
| Default Format Region | Specifies the regional format applied to entered source data (e.g. attribute values). |
| Entity Relationship Nos. | Used to define the number series applied for numbering relationships between entities. |
| PIM Text Nos. | Used to define the number series applied for numbering PIM texts. |
| PIM Media Nos. | Used to define the number series applied for numbering PIM media records. |
Product Platform Setup¶
Product platforms represent individual channels through which products are distributed, or for which source data is prepared. An overview of available platforms can be accessed from the Business Central menu using the keyword Product Platforms.
The Product Platforms list displays all currently defined product platforms.
Each product platform has its own card where detailed platform-specific settings can be configured. Most of these settings are designed to simplify document entry for the selected platform and to control how products are assigned to the platform.
| Field | Description |
|---|---|
| Code | Specifies the product platform code (max. 20 characters). |
| Description | Specifies the product platform description (up to 100 characters). |
| Blocked | Determines whether additional products can be assigned to the platform and whether the platform is actively used. |
| Product Base URL | Specifies the base URL used to build the product URL published on the platform (up to 250 characters). |
| Price/Discount Group | Determines how the sales price is calculated for documents related to the platform. The field can have the following values:
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| Customer Price Group | Specifies the customer price group linked to the platform (relation to table T6 Customer Price Group). |
| Customer Discount Group | Specifies the customer discount group linked to the platform (relation to table T340 Customer Discount Group). |
| Prices Including VAT | Specifies the default value of the Prices Including VAT flag on sales document headers for the platform. |
| Default Currency Code | Specifies the primary currency code used as the default for sales orders related to the platform. |
| Currency by Platform | Determines whether the platform currency or the customer card currency takes priority. |
| Default Language | Specifies the language used for descriptions. If no language code is specified, a relation to table T8 Languages applies. |
| Default Format Region | Specifies the default regional format used for entered data when the default language applies. |
| Global Dimension 1 Value Code | Specifies the Global Dimension 1 value linked to the platform (relation to table T349 Dimension Value). |
| Global Dimension 2 Value Code | Specifies the Global Dimension 2 value linked to the platform (relation to table T349 Dimension Value). |
| Reason Code | Specifies the reason code linked to the platform (relation to table T259 Reason Codes). |
| Allow Item Assignment Without Category | determines whether, for the given platform, item assignment to the platform must be enforced separately for each category the item is assigned to, or whether assignment with an empty category code is sufficient (detailed behavior depending on individual options is described in the section dedicated to product categorization). The field can have the following values:
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| Assign Items by Category Selection | Determines whether assigning an item to a category automatically assigns it to the product platform linked to that category (detailed behavior depending on individual options is described in the section dedicated to product categorization). The field can have the following values:
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| Parent Category Assignment | Determines whether assigning a product platform to a category also assigns it to parent categories in the hierarchy. The field can have the following values:
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| Child Category Assignment | Determines whether assigning a product platform to a category also assigns it to child categories in the hierarchy. The field can have the following values:
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| Assign Variants by Platform Assignment | Determines whether all item variants are automatically assigned when a platform is assigned. The field can have the following values:
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| Assign Variants by Category Assignment | Determines whether assigning a category automatically assigns it to all item variants. The field can have the following values:
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| Allow Product Text Reopening | Determines whether certified texts can be reopened for the platform or whether a new text version must be created. |
| From Location Code | Specifies the location code linked to the platform used as the default shipment location. |
| To Location Code | Specifies the location code linked to the platform used as the default receipt location (transfer orders). |
Platform-Specific Number Series Setup¶
In addition to the basic platform settings, a set of number series can be assigned to a platform and used for documents related to that platform.
Number series configuration can be performed:
- from the Product Platforms list using the No. Series action
- from the Product Platform card using the No. Series action
- from the No. Series list using the Platforms action
When assigning number series, it is first necessary to ensure that alternative number series used for platform-specific numbering have relationships defined to the base number series used for numbering the given document type.
Number series can then be assigned to a specific platform by selecting the relevant number series and using the Platforms action.
