Managing Input Items

You can manage existing engineering items, manufacturer equivalent items, and sourcing objects in the In Draft, Under Review, and Under Implementation maturity states of a component request. You can also manage the Source information added to component requests.

You can drag one or more engineering items, manufacturer equivalent items, and component requests in any state, except Obsolete, from other apps or from 3DSearch and drop them in the Drop here to insert drop area.

This task shows you how to:

Before you begin: Select the Related Items tab for a component request. For more information, see Opening Component Requests.
See Also
Related Items
Opening Related Items in Another App

Add a New Source

You can add a new source from the Input Items section of the Related Items tab.

  1. From the Input Items toolbar, click Add > Source > New Source.
  2. From the Add New Source dialog box, select the Source Type.

    Depending on the source type selected, the subtypes display in addition to the Source Type and Attachments fields. For more information on Source attributes, see Creating Component Requests. You can create subtypes of the default Request Source object type. For more information, see the Data Model Customization app.

  3. Click Add.
    The new source displays in a tile or data grid view in the Input Items section.

Add an Existing Engineering Item

You can add an existing engineering item to a component request.

  1. From the Input Items toolbar, click Add > Engineering Item > Existing Engineering Item.
  2. From 3DSearch, select the engineering item to add.

    All existing engineering items display, except those in the Obsolete state.

Add an Existing Manufacturer Equivalent Item

You can add an existing manufacturer equivalent item to a component request.

  1. From the Input Items toolbar, click Add > Engineering Item > Existing Manufacturing Equivalent Item.
  2. From 3DSearch, select the manufacturing equivalent item to add.

    All existing manufacturer equivalent items display, except those in the Obsolete state.

Add an Existing Component Request

You can add an existing component request as an input item.

  1. From the Input Items toolbar, click Add > Component Request > Existing Component Request.
  2. From 3DSearch, select the existing component request to add.

    All existing component requests display, except those in the Obsolete state.

Remove an Input Item

You can remove an input item associated with a component request.

  1. Select the input item that you want to remove.
  2. Click Remove on the page toolbar.

    You can also remove the input items from the context menu. Select non-sourcing object to remove, click or right-click the item, and select Remove.

    Note: You can only remove non-source objects. You cannot delete non-source objects.

Delete an Existing Source

You can delete existing sources.

  1. Select the source object that you want to delete.
  2. Click Delete Sources on the page toolbar.

    You can also delete a source object from the context menu. Select the source object to delete, click or right-click the source object, and select Delete.

  3. To confirm the deletion, click Delete.

    Note: You can only delete source objects. You cannot remove source objects.

The selected source is deleted from the database.

Edit a Source

You can edit an existing source for a component request that is in the In Draft, Submitted, Under Review, or Under Implementation maturity states.

  1. From the Input Items section, select the source to edit.
  2. Click Information to view the source details.
  3. From the Properties tab, click Enable Edit.
  4. Edit the source.

    For more information on Source attributes, see Creating Component Requests.

  5. To apply the changes, click Save.