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Setting Up and Managing Parts

OVERVIEW

Parts data can be managed manually. The bulk upload process is recommended for entering large amounts of parts data. For small amounts of data, manual entry in the parts administration area may be faster.

ADMINISTRATION

ClosedAdding a Part

  1. ClosedNavigate to the Part Administration page.

    1. Click Admin to go to the Admin Home Page.

    2. Click Parts in the Products section.

      The Parts Search for Admin page appears.

    1. Click Add New Part.

      The Part Administration page appears.

  2. In the Product Information section, enter information for the items shown in the following table.

    Product Information Settings
    Part Number This number must be unique.
    Part Display Number A second part identifier. For more information, see Part Display Number.
    Direct Buy

     Choose a buy type using the drop-down.

    • Direct Buy: Part can be purchased by itself
    • Buy Parent Part:  Part must be purchased along with a parent part
    • Buy as Recommended Item Only: Part can only be purchased through a recommended item rule.

    Description Enter a plain text description for the part.
    Extended Description
    1 and 2

    Enter plain text or formatted HTML part descriptions.

      Click Edit to open the HTML Editor. Use the editor to enter and edit a subset of HTML. You can also link images to the HTML and generate image rollovers.
    Units

    Enter the number of units for the part number.

    Lead Time Enter, in days, the time it takes to ship the part after a customer has ordered it.
    Company Associations Parts that only users from selected companies have access to. For more information, see Company Associations.
  3. In the Extended Information section, enter information for the items shown in the following table.

    Product Integration Information Settings
    Family  
    Fee Type  
    Cost  
    Max discount %  
  4. In the Pricing Information section, enter a price for each of your supported currencies.

    1. When a price exists in your base currency, but no other currencies, pricing will be available in those other currencies if exchange rates exist.

      For more information on exchange rates, see Exchange Rates.
  5. In the Product Integration Information section, enter the Partner Part Id and the Partner Standard Price Book Entry Id.

  6. Click Browse to upload and associate up to four square images with the part for the File 1, File 2, File 3, and File 4 fields.

  7. Click Add.

    The new part has been added. The Part Search Results page appears and displays the part numbers matching your new part's number.


ClosedEditing a Part

  1. ClosedNavigate to the Part Search Results page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      The Parts Search for Admin page appears.

    3. Enter a value in the Part Number field and click Search.

      The Part Search Results page appears.

  1. Click the value in the Number column for the part you want to edit.

    The Part Administration page appears.

  2. Make your changes and click Apply or Update to save the changes.

ClosedDeleting a Part

  1. ClosedNavigate to the Part Search Results page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      The Parts Search for Admin page appears.

    3. Enter a value in the Part Number field and click Search.

      The Part Search Results page appears.

  2. Select the checkbox corresponding to the part to be deleted.
  3. Click Delete.

    The refreshed view of the Part Search Results page shows the deletion.

    1. Use caution when deleting parts.

      All parts associations are deleted with the part.

      Deleted parts cannot be recovered.

ClosedInactivating a Part

Making a part inactive, instead of deleting it, is a good strategy for maintaining historical part data, or saving part data for possible future use.

To inactivate a part, see the Use Case in Part Filters.


ClosedBMQL and Language Parameters

Administrators can retrieve a specific translation of a Part Description using BMQL.

Specify language parameters using a local variable or attribute variable.


NOTES

RELATED TOPICS

Related Topics Link IconSee Also