Add substitute models to a hardware model

On a hardware model record, you can add substitutes to track what hardware models can be substituted for another hardware model.

Before you begin

Role required: model_manager

About this task

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.

Procedure

  1. Navigate to 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.