Creating a New Internal Item

About Creating a New Internal Item

Creating a New Internal Item provides you with the capability to create an internal item that does not already exist.  Basic attributes fields are supplied to define the new item.  The item can then be further refined by using the Edit Items functionality.  The Creating  a New Internal Item window is available through the Advanced Access: Create tab along side the two search tabs as a convenient way to introduce new items into your organization.

Depending on the field, you can set values for the attributes on the Creating  a New Internal Item window in one of three ways:

  • Enter the values directly
  • Select the Valid Values/Query Builder button.
    • Use Query Builder to create a custom criteria using a list of options that are provided dynamically for both the numeric and alphanumeric attribute fields.
    • Use Available Values to select a predefined value for an attribute.

 

Accessing the Advanced Access: Create Window

Within CES, there are many methods of accessing the  Advanced Access: Create Window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Main Access Area

  1. In the Main Access Area, select Items - Internal from the Type drop-down menu

  2. In the Main Access Area, click Create.

Advanced Access

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Create tab to access the Advanced Access: Create window.

Favorites
  1. From the Favorites pane, expand My Searches to display your list of saved searches.

  2. Select the saved search you wish to view, right-click, and select Open from the shortcut menu.

  3. Click the Create tab to access the Advanced Access: Create window.

How To Create a New Internal Item

For the following scenario, the Advanced Access method is used to access the Create window. 
  1. In the Main Access Area, click the Advanced Access link.  The Advanced Access window appears.

  2. Click the Create tab to access the Create window.  From the Environment drop-down menu, select Item; and from the Type drop-down menu, select Items- InternalThe New Internal Item 1/2 window appears.

  3. Fill in the attributes that best define the item that you are creating.  The Revision attribute is set to the initial default value set by your organization.  Click the Next button.  The New Internal Item 2/2 page appears.

  4. The attributes defined in this window allow you to select a category for your item.  Select the leaf level category that best fits the new item.  When you have completed your categorization, all attributes for the category you selected will appear.  Fill in the attributes you want to use and click the Submit button to save your changes.  The item is saved and its Properties window appears.

     

New Internal Item Windows

 

This table describes the fields displayed in the New Internal Item windows.

Fields Description
Item ID Identifies the item being created.
Description Description of the item or category.
Revision Default initial value as set by the organization.
Creator Organization Organization that created the part.
Consumer Organization Organization that will use the part.


This table describes the buttons displayed in the New Internal Item windows:

Button Description
Opens the second page from the first page.
Opens the first page from the second page.
Saves your entry and creates the new item in the CES database.
Discards your entries.