Reclassifying Items

About Reclassifying Items

 Within CES, every item, depending on its properties, belongs to a certain category.  The Reclassify Item function allows you to change the category that the item is associated with.  This is particularly useful when items are initially classified under a temporary category during their new part introduction and approval processes.  Once the items have completed their new part introduction and have been approved, the Reclassify Item functionality allows you to categorize them properly for easy access.

When Reclassifying Items

  • During new part introduction, items with an unknown category can be classified in a temporary category and reclassified later. 
  • Only leaf categories can be used when attempting to map an item to a category.  Otherwise, the OK button will be disabled, preventing you from saving your changes.

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 Reclassify Items

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 reclassify an item within in the Edit Items window:
  1. From the Search Results window, select the item that you want to reclassify.  Right-click, and select Edit Items from the shortcut menu.  The Edit Items window appears.

     

  2. In the Detailed Specifications tab, you will notice that the current category of the item is displayed.  For instance, in this particular example, the above item is categorized as follows:  Supplemental Information > Custom Catalog > Parts Only.  To change this categorization, click the pencil icon located to the right of the displayed classification.  The Re-Classify Item - Category Specification window appears.

  3. Click the plus sign next to the Supplemental Information Category Selection and continue to drill down into the various categories until you locate the new category for your item.

     

  4. Once you have completed your reclassification, click the OK button to commit the changes to the database.  The Edit Items window appears and the item classification is redefined.

     

  5. Click the Save button located at the bottom of your Edit Items window to save your changes.

The Edit Items Window

This table describes the fields displayed in the Edit Items window.

Fields Description
Picture Allows you to add a picture or model to the item properties.
Description Short descriptive characteristic of the item.
Lead Time UOM Explains how lead time is measured - days, weeks, months, etc.
Is Assembly Notes whether the item is an assembly part or not.
Has Where Used Notes whether or not the item is linked to a where used functionality
Lead Time Defines the lead time required to obtain the part once ordered from the supplier or manufacturer.
Long Description A lengthy narrative that defines the characteristics of the item.


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

Button Button Name Description
Save Saves the changes made and commits them to the database.
Clear Removes all changes and retains the fields in an open state for additional modifications.
Cancel Discards all changes and reverts the data back to its previous state.
Open in New Window Opens the item in a new window.
Properties Opens the items Properties window.
Add to Navigator Adds the item to the Relationship Navigator window.
Edit Item Opens the Edit Items window for attribute modification.
Find Similar Opens the Find Similar window, and allows you to select attributes for a search of similar items.
Export Results Extracts the results of your search and exports them into an ASCII or CSV file format.
Supplier Item Properties Displays the Supplier Item Properties window.
Internal Item Properties Displays the Internal Item Properties window.
Manufacturer Properties Displays the Manufacturer Properties window.
Supplier Properties Displays the Supplier Properties window.
Consumer Properties Displays the Consumer Properties window.
Check Prices Opens the Check Prices window so that you can query against the prices associated with the selected item.
Bookmark Adds the item as a link in the Favorites Pane.