Editing Item Detailed Specifications

About Editing Detailed Specifications

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 Specification Details, files can be attached to the item, and notes can be recorded in order to maintain additional information about the item that may not 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 Detailed Specifications

  • 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 Detail Specifications

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

     

  2. The available fields for editing are displayed, and you may modify the information in any of these open fields.  Based on the type of item that you have chosen, the displayed attributes for editing may be different, but the process for editing remains the same.  Once you have made your modifications, click the Save button to commit your changes.  The changes are saved and the window remains open for additional edits.

  3. Once you've saved your edits, you can close the window and view your changes in the Properties window of the selected item.

The Edit Items: Detailed Specifications Window

This table describes the fields displayed in the Edit Items: Detailed Specifications 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 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.