Managing Qualified Manufacturers List (QML) Attachments

About Managing QML Attachments

In CES, Internal Items in the CES database may contain links to and information about manufacturers. When viewing an Internal Item Properties page, manufacturer information can be found on the Manufacturer Information tab. The exact information included for a manufacturer may vary, depending on the manufacturer and the way in which your system was set up. For more information on the Manufacturer Information tab, see Editing the Manufacturer Information Tab and Internal Item : Manufacturer Information Workbench Description.

Each Qualified Manufacturer or Qualified Manufacturer item listed on the Manufacturer Information tab can have attachments associated with it. Depending on the user group you are associated with, you can either view the attachments, or you can view, add or remove attachments associated with the Qualified Manufacturer or Qualified Manufacturer items listed on the Manufacturer Information tab.

When Managing QML Attachments

  • The Manufacturer Information tab is only available for Internal and Supplier Items in the CES database.
  • To Add or Remove QML Attachments associated with a Qualified Manufacturer or Qualified Manufacturer Item you must be part of the CES_ADMIN user group. See your system administrator for information on user groups.
  • If you are not part of the CES_ADMIN user groups, you can only view the QML attachments.
  • You can view QML attachments from the Manufacturer Information tab of either a Properties Page or an Edit Items page for an Internal Item.
  • To Add or Remove QML attachments, you must use the Edit Item command to open the Edit Item window, and then access the Manufacturer Information tab from the Edit Items page.
  • All QML attachments are stored and retrieved from PLM systems.
  • When you remove a QML attachment, the system does not delete the attached document from the PLM system. Instead, the entry linking the QML attachment to the Qualified Manufacturer or Qualified Manufacturer Item is deleted from CES.
  • Only one QML attachment can be viewed at a time.
  • Multiple QML attachments can be added or removed at one time.

Accessing the QML Attachments via the Properties Page

Within CES, there are many methods of accessing the Manufacturer Information tab. To complete the scenario below, select one of the following methods to access the Manufacturer Information tab:

 
If You Are Using the... Then...

Search Results Window

  1. Follow the steps to search for an internal item.

  2. In the Search Results window, select an internal item.

  3. Right-click the object and select Properties from the shortcut menu.

  4. Go to the Manufacturer Information tab.

Relationship Navigator

  1. From the Relationship Navigator window, select an internal item.

  2. Right-click and select Properties from the shortcut menu.

  3. Go to the Manufacturer Information tab.

Favorites
  1. From Favorites, select an internal item.

  2. Right-click and select Properties from the shortcut menu.

  3. Go to the Manufacturer Information tab.

How To View QML Attachments

This task explains how to view QML attachments:
  1. From the Search Results window, select an internal item.  The item is selected.

  2. Right-click and select Properties from the shortcut menu.  The Properties window appears.

  3. Go to the Manufacturer Information tab. From the drop-down list, select Qualified Manufacturers or Qualified Manufacturer Items. The list of qualified manufacturers or qualified manufacturer items appears.

  4. Select the qualified manufacturer or qualified manufacturer item for which you want to view attachments and click the Attachments button.

  5. Select the attachment you want to view and click View.

How To Add or Remove QML Attachments

This task explains how to add or remove QML attachments:
  1. From the Search Results window, select an internal item.  The item is selected.

  2. Right-click and select Edit Item from the shortcut menu.  The Edit Item window appears.

  3. Go to the Manufacturer Information tab. From the drop-down list, select Qualified Manufacturers or Qualified Manufacturer Items. The list of qualified manufacturers or qualified manufacturer items appears.

  4. Click the Attachments button. The View Attachments window appears.



    To remove an existing attachment, select the attachment and click Remove.

  5. To add an attachment, click the Add button. The Add Attachments 1/1 window appears.

  6. Enter the necessary search criteria and click Search. The Add Attachments 1/2 window appears.

  7. Select the document (s) you want to add as attachments and click OK. The View Attachments window is updated with the newly added attachments.

 

 

The View Attachments Window

This table describes the fields displayed in the View Attachments window.

Tabs Description
PLM Document ID Displays the identification number that has been assigned to the PLM document during its introduction into the Enovia database.
PLM Domain Displays the name of the Enovia database that houses the document.
PLM Domain Description Displays the description of the Enovia database that houses the document.


This table describes the buttons displayed in the View Attachments window:

Button Description
Opens the Add Attachments window for adding attachments to a qualified manufacturer or qualified manufacturer item.
Removes the selected attachment from the qualified manufacturer or qualified manufacturer item.
Opens the selected attachment for viewing.