Add substitute models to a hardware model

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • On a hardware model record, you can add substitutes to track what hardware models can be substituted for another hardware model.

    始める前に

    Role required: model_manager

    このタスクについて

    For example, a 19" monitor can be a valid substitute for a 17" monitor. Note that substitutions are directional so, in this case, a 17" monitor is not a substitution for a 19" monitor. Information about valid substitute models is useful when you select models while creating transfer orders.

    When you select substitute models, note the following conditions.
    • Substitute models can be used with work management transfer orders. Substitute models are not used in procurement part sourcing.
    • Hardware models included in bundled models cannot be added as substitutes.

    手順

    1. Navigate to All > Product Catalog > Product Model > Hardware Models.
    2. Click a hardware model Name.
    3. Click Add Substitution.
    4. In the Collection list on the left, double-click a hardware model.
      The hardware model is added to the List on the right.
    5. Click Save.
      The model is listed in the Substitutes related list.