Creating Qualifications

The Supplier Item Manager can create Equivalent, General, and Context Qualifications.

This task shows you how to:

Before you begin: A manufacturer equivalent item must exist.
See Also
My Qualifications Page
Qualification Identity Card

Create an Equivalent Qualification

You can qualify two objects as the equivalent of each other. For example, you can qualify a manufacturer equivalent item as the equivalent to an engineering item.

  1. To create an equivalent qualification, do one of the following:

    Context Action
    Home Page Click My Qualifications > New Qualification.
    Qualifications tab of an existing manufacturer equivalent item. Click > New Qualification.

  2. Enter these details:

    Field Name Description
    Qualification Type By default, Equivalent is selected.
    Engineering Item Click inside this field to select an engineering item. You can enter the name of the engineering item, using type-ahead, or click to search for a required engineering item using 3DSearch.
    Note: Engineering items in any state display, except Obsolete.
    Manufacturer Equivalent Item Click inside this field to select a manufacturer equivalent item. You can enter the name of the manufacturer equivalent item, using type-ahead, or click to search for a required manufacturer equivalent item.
    Note: Manufacturer equivalent items in any state display, except Obsolete.
    Comments Enter any comments related to the qualification.
    Preferred Select Yes or No if the qualification is preferred or not.

  3. Click Create.

An equivalent qualification is created in the In Work state.

Create a General Qualification

You can create a general qualification.

  1. To create a general qualification, do one of the following:

    Context Action
    Home Page Click My Qualifications > New Qualification.
    Qualifications tab of an existing manufacturer equivalent item. Click > New Qualification.

  2. Enter these details:

    Field Name Description
    Qualification Type Select General.
    Manufacturer Equivalent Item Click inside this field to select a manufacturer equivalent item. You can enter the name of the manufacturer equivalent item, using type-ahead, or click to search for a required manufacturer equivalent item using 3DSearch.
    Note: Displays manufacturer equivalent items in any state except Obsolete.
    Comments Enter any comments related to the qualification.
    Orderable Select Yes or No if the qualification is orderable.

  3. Click Create.

A general qualification is created in the In Work state.

Create a Context Qualification

You can create a context qualification for an engineering item project, plant, or product.

  1. To create a context qualification, do one of the following:

    Context Action
    My Engineering Item Click Add > Context Qualification
    Qualifications tab of the manufacturer equivalent item.

  2. Select the check box for the manufacturer equivalent item.
  3. Click Add > Context Qualification >

    • For Engineering Context
    • For Project Context
    • For Plant Context
    • For Product Context

  4. Select the context.
  5. Click OK.

The context qualification is created and listed. For more information, see Creating Context Qualifications.