View Item and Document Details

An item's General Information side tab is the starting point to access its basic information. Depending on configuration and company needs, the attributes of an item might number a dozen or go well beyond a hundred.

Here are the side tabs available on items and documents:

Note:

A blue icon indicating the presence of content appears on the side tab. Additionally, when you hover on the tab, the tooltip displays Has Content.
Blue icons aren't displayed for those tabs that always have content, or have content calculated upon selecting the tab: General Information, History, and Item Grade.

General Information - the default or cover page of an item or document.

You can view an item's revision number and the corresponding change order from the Revision list on any item page. The current effective revision is marked with an asterisk (*) character.
Note:
- Canceled item and document revisions don't appear in the Revision list.
- Previously effective revisions of the item can't be edited.
Attachments - text or graphic files, or URL, with more information about the item or document; attachments can be classified in a category. Includes revision-specific content.
Structure - the Bill of Materials for assemblies, products, and other collections of items and documents. Includes revision-specific content.
Quality - displays those quality issues or quality actions to which this item or document has been added. Includes revision-specific content.
Changes - lists change orders or change requests that the item or document is on.
Relationships - user-set association between any two business objects or structures. Includes revision-specific content.
Team - users and groups who have access to the item or document.
Where Used - displays those item-structures to which this item is added.
History – shows data changes made to audit-enabled item attributes.

Here are the side tabs that are only available on items:

AML - Approved Manufacturers List; manufacturer parts supplied by approved manufacturers are associated with items to be added to structures. Includes revision-specific content.
Item Grade - notifies conditions of risk for the item.

General Information

You can view the fields that are predefined in the application, and the extensible flexfields configured by your administrator. The administrator can decide whether you can view or edit flexfields by assigning privileges to attribute groups and users. The flexfields are defined in the item classification; so, available fields are derived from the item class hierarchy and respective attribute assignments.

You can also add a thumbnail or graphical image of the item.

Here's a description of the key attributes and fields on the general information page:

User Item Type

An attribute that describes the item. For instance, Finished Goods, Freight, or Inventory Type.

Note:

Redlines to this attribute are seen on the Edit Item page and on the change order in Simplified Change Management Interface.
If you create an item in Product Development, you can’t modify User Item Type from Product Information Management.
To hide User Item Type in Product Development, use Page Composer.

Unit of Measure

The Unit of measure attribute is used by a variety of functions and transactions to express the quantity of items. Each unit of measure you define must belong to a unit of measure class.

The administrator uses the Manage Units of Measure task in the Setup and Maintenance work area to add UOMs to the list of available UOMs.

You can update the primary unit of measure on a new item request-enabled item when it’s in the Draft status. The item can be a part of a structure and you can change the UOM to any UOM. If the item is part of a structure or has a structure, once you change the UOM, save and close the item, a message informs you that the primary UOM was changed for the item and that this may affect the components in the item structure or any structure where the item is used. After you update the UOM, you must check and manually update items in any impacted structures.

Note: The primary unit of measure won’t be editable for approved items on new item request classes and non-new item request classes.

Created From

You can view the Created From attribute on the General Information page where you can see the source item from which the current item was copied. You can click the source item name to view details and navigate to the source item. You can also view the details of the Created From attribute in the item history. Here, if the source item is deleted, you see an ID as the attribute value instead of the item name.

In the Product Development work area:

the Created From attribute displays the source item name along with the revision.
when you click the hyperlink, it opens the specific revision of the source item from which the current item was created.

Irrespective of having access to the item, the hyperlink appears in the Created From field. If you don't have access to the source item, an error message appears when you click the hyperlink. If the source item is deleted, a message informs you that no matches were found. If the item wasn’t created using Save As, the attribute value for Created From is blank.

Product Line Attribute

You can use this attribute to assign the item to a product line in your company. This enhances the supply chain's operational information.

To add product lines, click the plus icon. In the Assign Item to Product Lines dialog box, you can identify which product line is already assigned to an item. You can also search for a product line and sort the available lines.

Note that the product lines are available for selection here only if your administrator has set up the catalog rules for the Product Development functional area as described in the topic: Functional Area Catalogs Rules.

Operational Attributes

An enterprise can have hundreds of additional operational attributes for any item or product. These attributes don't need to be displayed on its main development pages, in fact, they may not become relevant until later on the path to commercialization. The administrator defines the visibility of operational attributes in Product Development work area.

You can modify the operational attributes from the Product Information Management work area. Here’s how:

Open the item and click the Specifications tab. Operational Attributes appear in Item Organization.

Change-controlled Item Attributes

These attributes can only be modified through a change order.

Where Used

You can view the other item structures to which the item has been added. You can also use filters to view specific structures. Note that the following data security privileges are required to view the Where Used report: View Item Basic, Maintain Item Basic, and View Item Structure or Maintain Item Structure.

Here are the filters and fields on the Where Used tab.

Show Structure Levels: Filter items based on the level in which this item is used in another structure.

First level: view first level of the structure in which the item is used.
Top level: view topmost level of the entire bill of material in which the item is used.
All levels: view all levels from the item to the topmost level in which the item is used.

Note that the duplicate components appear only in first and all level views.

Show Items: Filter items based on their approval status in a change order.

Implemented: view items that are already effective.
All: view items that are effective and items that are yet to go through the change order approval process.

Filter a large list of items: Use Query by Example. Let's say that you want to filter items by a lifecycle phase.

Click Query by Example.
Enter the filter criteria in the field corresponding to Lifecycle Phase.

Date: This is the reference date used when running the where-used query.

Let's say that the date appears as 7/18/19. Then it's the where used data as on 7/18/19. The table shows how the date differs based on the selected item revision.

Selected Item Revision	Date
Past effective	Revision end date
Current effective	Current date
Pending	Current date
Future effective	Future effective date

Include Substitute Components

Select this to identify where the item is used as a substitute component. Here are the important columns for substitutes:

Item: shows the structure in which the item is used as substitute. The number of structure levels shown in the item depends on what you select in the Show Structure Levels filter.
Substitute For: Shows the components for which the context item is marked as a substitute. Appears only if you select First level and Include substitute components filters.

Here are some additional details on substitute components:

You can view substitute components only for first level structure in the UI and all levels in the OTBI report.
The component number displayed in the Substitute For column is read-only.
When you click the information icon (orange triangle) on the item, a panel that includes links to item entities appears. Note that you’ll only see items for which you’re granted access.
You can enable substitute component search by default using the profile option Include Substitutes in Item Where Used Data.
When you select Include Substitute Components, the Where Used results are restricted to:
the master organization and primary structure in Product Development, and to the context item's organization in Product Information Management.
You can perform a search on primary, alternate, or all structures based on the search filters in Product Information Management.
The change order details report (in Product Development) includes the following substitute component attributes: Primary UOM, Enforce Integer Requirement, Priority, and Global descriptive flexfields. The report doesn't include redlines for substitute components.

Team

At the item class level, your administrator defines users and groups who have access to items and assigns appropriate privileges.

At the item level, you can use the Team tab to add additional users and groups who should have access to the item. Note that you can't delete or modify the users and groups defined by the administrator.

History

You can view the history of data changes made to audit-enabled item attributes. Audit data is presented only for the item that you are currently viewing or editing.

When you click the History tab on an item, you see the changes made in the recent week. You can view data changes made on the following item tabs: General Information, Structure (excluding reference designators and side tabs), AML (except for preliminary items), and Security.

You can also search for audit data by a combination of criteria such as user details, the type of data change (add, update, or delete), a specific field, a specific value in a field, or a specific portion of item data such as extensible flexfields. Audit-enabled data can include operational attributes of items, item-level extensible flexfields and flexfield security, item structures, and item structure components. You can also access this data from Navigator > Tools > Audit Reports.

To see more details in search results, you can select the following:

Show User-Related Details: Shows the user ID in addition to the user name.
Show Attribute Details: Shows the actions that were performed on the attribute (created, updated, or deleted), along with old and new values.
Show additional object identifier columns: Shows additional columns for Context Name and Context Value, to indicate each unique context in which the item is used. For instance, if you add a component to the structure, then the Context Value 2 column shows the component that was added (if the check box is selected).

Additional information:

The History tab is available only if your implementor has assigned you the appropriate privileges.
To view audit data, your audit policy must include the item data attributes that you want to audit. Audit policies are set up using the Manage Audit Policies task in the Setup and Maintenance work area.