Add or remove approved sources

The Sources lists show each partner organization part that is approved as a source. The list of sources is sometimes called an Approved Manufacturer List (AML) or Approved Vendor List (AVL).

Only a part record can be the source for a different part. You can't drop a document record onto the Markup list.

The source rank shows the designer's technical preference of some source parts over others.

You must first make a partner part record before you can add it to the Markup list. A partner part record is just like your home organization's part record, but shows the partner organization as the record Owner, and uses the partner-issued ordering number in the record's Number field.

To modify the Sources: Markup list, the part must have a pending iteration. While the part iteration remains pending, all of your work is managed on the Sources: Markup list. After the part record is released using an executing change form (such as a Change Notice), your source items show on the iteration's Sources: Current list.

To minimize possible database conflicts, save or close all items that you'll be adding to the Markup list.

Add a source part§

To add a source part onto a pending iteration of the part's Markup list:

  1. Click on the Markup list and, if necessary, scroll it to expose an empty area.

  2. Using the Item Explorer, locate the source part that you want to add to the part record.

    Although a partner usually supplies the source part, it's sometimes useful to use a home organization part as a source.

  3. Drag the part from the Item Explorer and drop it onto an empty area of the Markup list. The icon in the Add/Remove column is and the child part is given a rank number.

    If you change your mind, you can remove the added row: select the row, and press your keyboard's Delete key or select the context menu Remove Item from List command.

  4. Modify the attributes on the Markup row as appropriate.

Remove a released source part§

Each approved source part is independent of all others. When a source part is no longer approved, it's simply removed and any newly-qualified sources are added.

To remove an existing child part (one that was added and released on a previous iteration of the parent part) from the pending iteration's Markup list:

  • Select the part, and press the keyboard Delete key, or select the context menu Remove Item from List command. The child part isn't actually deleted; instead, the "keep" icon in the Add/Remove column becomes a red "take off" icon , signaling that the part will be removed from the list when the parent part is released on a change form.

    If you change your mind, you can restore a row that's to be removed from the list: select Keep Item on List from the context menu.

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Help Guide Contents [as PDF]