Item Overview

Item Overview is an M3 Experience Designer Application developed to provide product managers, supply chain planners, and other relevant roles with easy access to item-related information through a single, user-friendly application.

It brings together item data in one place, allowing users to view and manage item master records, warehouse parameters, planning parameters, costing and product structures without the need to navigate across multiple M3 programs. The application supports conditional styling and integrates with H5, providing quick access to related information and actions.

User stories

Product managers and supply chain planners use a centralized, user-friendly application to access and manage item-related information efficiently. The application streamlines workflows by consolidating data from multiple M3 programs into a single interface, enabling users to quickly view and update item details, reduce errors, and save time throughout the day.

M3 Business Engine configuration

To get the Item Overview application to work, this M3 Business Engine configuration is required: you must have items set up in 'Item. Open' (MMS001) to display data in the Item Overview application.

See specific configuration per component in the Components section.

Application authorization

To access and run the Experience Designer application, you must be authorized to the M3 Business Engine functions and API transactions used by the application.

This table shows the functions and transactions that are used by the Item Overview application.

Function or API Transaction Transaction Information Category View
LISTMI ListDataAsCSV M3_LIST_MITBAL M3_03_01
LISTMI ListDataAsCSV M3_LIST_MITLAD M3_01_01
MMS020MI LstItemRelation
MMS025MI LstAlias
MMS200MI Get
MMS200MI GetItmFac
MMS200MI GetItmWhsBal
MMS200MI GetItmWhsBasic
MMS200MI LstFacByItem
MMS200MI SearchItem
MMS200MI UpdItmBasic
MMS200MI UpdItmMeas
MMS200MI UpdItmWhs
PDS001MI ListByItem
PDS002MI SearchMaterial
PDS002MI SearchOperation

How to use the application

  • Index List and Details Header

    The Item Overview application starts with an index list. The list displays the items and some data related to items. The details header section displays item related data, together with these tabs: Item Info, Inventory and Planning, Facility, and Product Structure. When clicking an item in the Index List, the forms and data grids on the four tabs are filled with data.

  • Item Info
    The Item info tab displays primary data for the selected item under these tabs:
    • General: Displays the basic primary item data, including units and control, size and weight, alias numbers, and languages. The General form contains a Save button to update editable fields.
    • Classification: Displays classification, hierarchy, and search data. You can update the data using the Save button.
    • QA and Safety: Displays data related to QA and safety. You can update the data using the Save button.
    • Extended: Displays additional data about the item, including user-defined fields. You can update the data using the Save button.
  • Inventory and planning

    The Inventory and planning tab includes a data grid that lists warehouses related to the selected item, and a tab group that displays planning parameters, stock parameters, and related items. The tabs are filled with data when you select a warehouse in the Warehouses data grid.

  • Facility

    The Facility tab includes a data grid that lists facilities related to the selected item, and a tab group that displays general facility data, costing details, and production information. The tabs are filled with data when you select a facility in the Facilities data grid.

  • Product structure

    The Product structure tab includes a data grid that lists product structures related to the selected item, and a tab group that displays bill of material and operations. The tabs are populated with data when you select a product structure in the Product structure data grid.

Components

This table shows the components to use in the Item Overview application:

Component Component details
Application header Component ID: appHeader

Purpose: Displays the main application header.

Details header Component ID: DetailsHeader_Item

Purpose: Shows detailed item information header with tabs.

M3BE data used: 'Item. Open' (MMS001)

Data services used: Get_ItemData

Index list Component ID: IndexList_Items

Purpose: Provides searchable list of items.

M3BE data used: 'Item. Open' (MMS001)

Data services used: List_Items

Comment: This component uses search. You must activate the MITMAS table for search in M3 Function Search Administration.

Warehouses data grid Component ID: DataGrid_ItemWarehouse

Purpose: Displays warehouses.

M3BE data used: 'Item. Connect Warehouse' (MMS002)

Data services used: List_ItemWarehouse

Comment: This component uses search. You must activate the MITBAL table for search in M3 Function Search Administration.

Product Structure data grid Component ID: DataGrid_ProductStructures

Purpose: Displays product structures related to items.

M3BE data used: 'Product Structure. Open' (PDS001)

Data services used: List_StructureTypes

Languages data grid

Component ID: DataGrid_Language

Purpose: Shows language information for items.

M3BE data used: 'Item. Enter Names/Languages' (MMS030)

Data services used: List_Language

Comment: This component uses search. You must activate the MITLAD table for search in M3 Function Search Administration.

Bill of Material Operation data grid Component ID: DataGrid_BillOfMaterialOperations

Purpose: Displays bill of material operations for items.

M3BE data used: 'Product. Connect Materials/Operations' (PDS002)

Data services used: List_Operations

Comment: This component uses search. You must activate the MPDHED table for search in M3 Function Search Administration

Facilities data grid Component ID: DataGrid_ItemFacility

Purpose: Displays item facility data.

M3BE data used: 'Item. Connect Facility' (MMS003)

Data services used: List_ItemFacility

Alias Numbers data grid Component ID: DataGrid_Alias

Purpose: Displays alias numbers related to items.

M3BE data used: 'Item. Connect Alias Number' (MMS025)

Data services used: List_Alias

Bill of Material data grid Component ID: DataGrid_BillOfMaterial

Purpose: Displays bill of materials for items.

M3BE data used: 'Product. Connect Materials/Operations' (PDS002)

Data services used: List_BillOfMat

Comment: This component uses search. You must activate the MPDHED table for search in M3 Function Search Administration.

Related Items data grid Component ID: DataGrid_RelatedItems

Purpose: Shows related items data.

M3BE data used: 'Item. Define Relations' (MMS020)

Data services used: List_RelatedItems

Stock Parameters form Component ID: Form_StockParameters

Purpose: Manages stock parameters for items.

M3BE data used: 'Item. Connect Warehouse' (MMS002)

Data services used: Get_ItemWarehouseData, Update_StockParameters

Costing form Component ID: Form_FacilityCosts

Purpose: Displays costing information.

M3BE data used: 'Item. Connect Facility' (MMS003)

Data services used: Get_ItemFacility

Extended form Component ID: Form_FreeFields

Purpose: Manages custom free fields for items.

M3BE data used: 'Item. Open' (MMS001)

Data services used: Get_ItemData, Update_FreeFields

Classification form Component ID: Form_Classification

Purpose: Handles item classification data.

M3BE data used: 'Item. Open' (MMS001)

Data services used: Get_ItemData, Update_Classification

General form (Item Info tab) Component ID: Form_ItemMaster

Purpose: Manages general item master data.

M3BE data used: 'Item. Open' (MMS001)

Data services used: Get_ItemData, Update_ItemMaster

Planning Parameters form Component ID: Form_PlanningParameters

Purpose: Manages planning parameters for items.

M3BE data used: 'Item. Connect Warehouse' (MMS002)

Data services used: Get_ItemWarehouseData, Update_PlanningParameters

QA and Safety form Component ID: Form_QASafety

Purpose: Manages quality and safety related item data.

M3BE data used: 'Item. Open' (MMS001)

Data services used: Get_ItemData, Update_QAHazard

General form (Facility tab) Component ID: Form_ItemAndFacilityInfo

Purpose: Displays general facility information.

M3BE data used: 'Item. Connect Facility' (MMS003)

Data services used: Get_ItemFacility

Production Component ID: Form_RJQX26

Purpose: Displays general production information.

M3BE data used: 'Item. Connect Facility' (MMS003)

Data services used: Get_ItemFacility

Links and bookmarks

This table shows the links and bookmarks that you can use in the Item Overview application:

Link ID Type Purpose
Link_Alias M3 Bookmark Opens 'Item. Connect Alias Number' (MMS025), which shows the alias number.
Link_BillOfMaterials M3 Bookmark Opens the 'Product. Connect Materials/Operations' (PDS002), which shows the bill of materials details based on the selected product.
Link_ConnectWarehouse M3 Bookmark Opens 'Item. Connect Warehouse' (MMS002), which provides the view of warehouse balance information for specified items.
Link_Facilities M3 Bookmark Opens 'Item. Connect Facility' (MMS003), which shows facility details related to items.
Link_FacilityCosts M3 Bookmark Opens 'Product Costing. Display' (PCS300), which shows cost details for facilities and items.
Link_ItemLanguage M3 Bookmark Opens 'Item. Enter Names/Languages' (MMS030), which shows item language descriptions.
Link_ItemMaster M3 Bookmark Opens 'Item. Open' (MMS001), which shows the primary record of an item.
Link_ItemText M3 Bookmark Opens 'Item. Open' (MMS001) panel T, which shows item text and descriptions.
Link_ProductStructure M3 Bookmark Opens 'Product. Structure' (PDS001), which shows the product structure and component details.
Link_WhereUsed M3 Bookmark Opens 'Where-used Analysis. Display' (PDS110), which displays where the item is used.

Conditional styles

This table shows the conditional styles that you can use in the Item Overview application:

Component Condition name Target field Condition Styling
Details header Condition_W6F1J7 STAT STAT=10 OR STAT>20 Text-color: #CD6200 - orange

Icon: alert

Icon color: #CD6200 - orange

Text weight: normal

Details header Condition_SFBRPG STAT STAT=20 Text-color: #1C7F49 - dark green

Icon: apply-rule

Icon color: #1C7F49 - dark green

Text weight: normal

Details header Condition_SFBRPG STAT STAT=5 Text-color: #0066D4 – blue

Icon: copy

Icon color: #0066D4 - blue

Text weight: normal

Index list Condition_ME7DXO STAT STAT=20 Text-color: #1C7F49 – dark green

Icon: apply-rule

Icon color: #1C7F49 - dark green

Text weight: normal

Index list Condition_HW0FGR STAT STAT=10 OR STAT>20 Text-color: #CD6200 –orange

Icon: alert

Icon color: #CD6200 –orange

Text weight: normal

Index list Condition_HW0FGR STAT STAT=5 Text-color: #0066D4 – blue

Icon: copy

Icon color: #0066D4 – blue

Text weight: normal

Warehouses data grid Condition_G6NE9M MBSTAT MBSTAT=20 Text-color: #1C7F49 – dark green

Icon: apply-rule

Icon color: #1C7F49 - dark green

Text weight: normal