Editing the Manufacturer Information Tab

About Editing the Manufacturer Information Tab

The Edit Items functionality allows you to edit the detail information of an item as it relates to its properties.  Each tab within the Properties window of the item, displays key information about the item that can be edited in order to maintain updated information at all times.  In addition to updating the Manufacturer Information tab, files can be attached to the item, and notes can be recorded in order to maintain additional information about the item that may not be recorded via the default item attributes.  These attributes, along with the attachment and note files, can be modified, removed, or added to in an effort to give you the flexibility of maintaining accurate records for your parts.

When Editing the Manufacturer Information Tab

  • The Header information of an item is fixed upon creation, and cannot be modified.
  • All property editable fields that are displayed in the Edit Item window are not displayed in the Properties window once modified.  Since the editable fields are a combination of both properties and internal specifications, the changes may not appear in the Detailed Specifications tab of the Properties window.
  • The Edit Item functionality can only be performed by users that have ENOVIA Administrative privileges.

Accessing the Edit Item Window

Within CES, there are many methods of accessing the Edit Item window. To complete the scenario below, select one of the following methods to access the Edit Item window:

 
If You Are Using the... Then...

Search Results Window

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

  2. In the Advanced Access window, click the Standard Search or Simple Search tab to access the search window.

  3. Complete the search criteria, and click the Search button to execute the search.

  4. In the Search Results window, select the item for which you want to edit the properties, right-click, and select Edit Item from the shortcut menu.

Properties Window
  1. In the Properties window, click the Edit Item button to open the Edit Items window.

How To Edit the Manufacturer Information Tab

For the following scenario, the Accessing the Edit Item Window: Search Results Window method is used to access the Search Results window.  This task explains how to edit item information in the Edit Items: Manufacturer Information window:
  1. From the Search Results window, select an internal item of which you want to edit its manufacturing information.  Right-click, and select Edit Items from the shortcut menu.  The Edit Items window appears.

     

  2. To edit the manufacturing information, click the Manufacturer Information tab. 

  3. This tab displays the list of all the qualified manufacturing companies and qualified manufacturing items that are mapped to the selected item.  You can add to or reduce this list by using the Add or Remove buttons.  When clicking the Add button, you are provided with a list of existing manufacturing facilities that you can add to your item based on your current business needs.  To demonstrate this functionality, click the Add button to add a manufacturing facility.  The Add Details window appears.

  4. Within the Add Details window, you can select a company from the database that will be mapped to your item as a qualified manufacturing facility that can provide that particular part to your organization.  Select a company as shown above,  and click OK to return to the Manufacturer Information window.  The company is added to the list of existing manufacturers in the Manufacturer Information window.

  5. To remove a company from the manufacturer list, select the company from the list, and click the Remove button.  The company is removed from the item's list of manufacturers, but is not removed from the database.

  6. To edit an existing entry, or just to add additional information about the company, select the manufacturer from the list and click the Edit button.  The EditTabRecord window appears and allows editing of the displayed fields.

  7. Three fields become available for editing in this manufacturer; its Preference, its Status of qualification, and its Preference Score.  You can flag this manufacturer as either a Preferred manufacturer or a Non-Preferred manufacturer.  Within your particular item, you may have multiple manufacturers that can supply you with your part.  However, some of these manufacturers will be preferred over others.  This field allows you to notify potential buyers within your company whether a particular manufacturer is preferred or not.

  8. The Status field allows you to document the qualification status of the particular manufacturer.  Within your organization, each manufacturer that supplies your part inventory will go through some type of qualification process.  By displaying this field, you can notify people within your organization of the pending status of this company in order to control orders prior to the completion of the qualification process.

  9. An internal Preference Score can be noted to identify the acceptance of a particular manufacturer.  Based on the implementation of your score system, persons within your organization will be able to identify the acceptance rating of any manufacturer within your database.

The Edit Items: Manufacturer Information Window

This table describes the fields displayed in the Edit Items: Manufacturer Information window.

Fields Description
Name Displays the name of the manufacturing company that is mapped to your item.
Organization Code A unique identifier of a manufacturing company that is maintained within your organization.
Preference Allows you to notify potential buyers within your company whether a particular manufacturer is preferred or not
Status Allows you to document the qualification status of the particular manufacturer.
Preference Score Identifies the acceptance of a particular manufacturer


This table describes the buttons displayed in the Edit Items: Manufacturer Information window:

Button Description
Opens the Add Details window and displays a list of companies that can be added as manufacturers.
Deletes the selected manufacturer from the item's list.
Opens the EditTabRecord window and allows you to edit existing information about the selected manufacturer.
Opens the View Attachments window. Depending on the permissions granted to your user group, you can View, Add, or Remove attachments associated with Qualified Manufacturers or Qualified Manufacturer Items. For more information, refer to Managing QML Attachments.