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          Create Relationships Between Customer Products and Supplier Products

          Create Relationships Between Customer Products and Supplier Products

          Associate your products with your customer’s products by creating relationships.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions
          User Permissions Needed
          To modify objects: Program Based Business permission set
          1. From the App Launcher, find and select Product Related Materials.
          2. To add a product-related material, click New.
          3. Enter the required values for these fields.
            Field Description
            Name Name of the product related material.
            Manufacturing Program Manufacturing program that's associated with the product-related material.
            Product Customer’s product
            Product Component Manufacturing supplier product or your product.
            Product Component Pricebook Pricebook that's associated with the product component.
            Quantity Per Product Unit Number of units of the component required per unit of the product.
            Quantity Unit of Measure Unit of measure for the component quantity.
            Effective Start Date Date from which the product component is effective.
            Effective End Date Date when the product component is no longer effective.
            Minimum Eligible Quantity Minimum quantity of the product component that’s required to accept the deal.
            Minimum Eligible Quantity Unit of Measure Unit of measure for the minimum eligible quantity of the component.
            Lead Time Lead time required to manufacture the product component.
            Lead Time Unit of Measure Unit of measure for the lead time.
            Define product related material
            Warning
            Warning Each product related material record must have a unique combination of product variant and product component.
            Note
            Note
            • The Product Component Pricebook field on the Product Related Material object is optional. Note that if you select a pricebook in which the specified product component doesn't exist, and the DPE is run, forecasts for that product component aren't shown in the forecast grid.
            • Component forecasts are generated based on the effective start and end dates for the component. If the generated forecast value for the component is lesser than the minimum eligible quantity for the component, the system automatically updates the forecast value to the minimum eligible quantity.
            Important
            Important To calculate the forecasted revenue for components, ensure that the pricebook contains the prices of all the components that you plan to sell. The forecasted revenue for a component is calculated during a Data Processing Engine run by multiplying the price of the component with the forecasted quantity. The price of the component is derived from the pricebook for product components.
            Important
            Important To generate forecasts for all periods, ensure that the effective start date for the product related material record and the manufacturing program forecast set period start date are the same. If you specify an effective start date of February 1, 2022 in a product related material record, and the forecast set is configured to generate quarterly forecasts starting January 1, 2022, the forecast data for the first quarter of 2022 isn’t generated.
          4. Save your work.

          After you create the relationship between your products and your customers’ products, your admin runs the Data Processing Engine definitions to generate manufacturing program component forecasts.

           
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          Salesforce Help | Article