Editing Supplier Items Information

About Editing Supplier Items Information

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 Supplier Items 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 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 Supplier Items Information

  • 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.
  • When removing an item from the Supplier Items tab, you are removing the item from the list of supplier items, but you are not deleting the item from the database.

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 Supplier Items Information

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: Supplier 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. To edit the supplier item information, click the Supplier Items tab. 

  3. Within the Supplier Items tab, you can add or remove supplier items based on your current business needs.  To add a supplier item, click the Add button.  The Add Details window appears.

  4. Within the Add Details window, you can select an item from the database that will be added to your item as a supplier item.  Select an item and click OK to return to the Supplier Items window.  The supplier item is added to the list in the Supplier Items window.

  5. To remove a supplier item from the list, select the supplier item from the list, and click the Remove button.  The supplier item is removed from the list, but is not removed from the database.

The Edit Items: Supplier Items Window

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

Fields Description
Supplier Item Number A unique supplier identifier number of an item from a supplier that may be related to more than one manufacturer item number.
Supplier Item Description A unique description of the selected supplier item.
List Price The base price that the item is listed for in the supplier catalog.
UOM Name The currency associated with the list price.
UOM Display Symbol The Foreign Exchange symbol associated with the UOM Name.
List Price UOM The quantity associated to the list price.


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

Button Description
Opens the Add Details window and displays a list of supplier items to be added to the item.
Deletes the selected supplier item from the list.