Defining substitute parts

Define parts that can be substituted for other parts. Parts do not have to be substituted in a one-to-one relationship. You cannot add a substitute part to a condition tracked parent part. However, you can associate substitute parts to condition tracked child parts.

To define substitute parts:

  1. Open the Parts form.
  2. Select the part for which to define a substitute, and then click the Substitutes tab.
  3. Click Add Substitute.
  4. Substitute Part—Enter the part to serve as a substitute. The system automatically populates the part description and Substitute Part Org.
  5. Condition—Enter the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.
  6. Fully Compatible—Select to indicate the original and substitute parts can serve as substitute parts for each other, e.g., if you define Part A as a substitute for Part B and select Fully Compatible, the system automatically displays Part B as a substitute for Part A as well.
    Note: To remove a substitute, select the substitute to remove, and then click Remove Substitute.

    If you remove a substitute that was specified as Fully Compatible, the system removes the association for both parts, e.g., Part A is not a substitute for Part B and Part B is not a substitute for Part A.