Editing Physical Items
Users having the required permission may edit a physical item by clicking the Edit button in the Task pane. Mandatory fields in the edit form are flagged with a warning symbol.
All of the topics in the pane below this main edit form are potentially editable, also, by expanding them and adding information.
When editing is complete, click the Save or Save and Close button.
Most of the edit fields are self-explanatory, but some need a little explanation:
| Setting | Description |
|---|---|
| Number (required) | Item numbers are not constrained to a particular format, but they must be unique. |
| Configuration Item | This yes/no toggle, if checked, indicates that the item is designed in-house, as opposed to procured. Any item that has a breakdown (children in a Physical Item List) must be flagged as a Configuration Item. |
| Class | This field is not free-form. It auto-completes, and is restricted to classes that have already been created to facilitate searches. |
| Serialized | A serialized item is one that has many instances, but the instances are not as interchangeable as paper clips. Each instance is allocated a serial number so that it may be tracked individually, and documents may be associated with it. |
| Main Equipment | If toggled on, flags the item as the top parent item in a structure or assembly. |
| Phantom | A phantom is a procured item that appears on a bill of materials but is not, or not yet, actually purchased. |
| Build or buy (required) | This list can have the values Sub-contracted, Fabricated, or Procured only. |