2. Create a Part

2.1 Create Part with General Data

Objective

To provide a clear and concise step-by-step guide for IP Owners to add a new product to the Digital Inventory, ensuring accuracy and consistency in the process.

Key Steps

1. Accessing the Parts Tab 0:00

Log in as an IP owner.

  • Select the ‘Parts’ tab to view all parts belonging to your organization.

2. Initiating Part Creation 0:11

  • Click on the ‘Create Part’ button located in the top right corner.

3. Filling Out Part Details 0:22

  • Complete the ‘New Part Data Entry Form’.
  • Focus on the ‘Part Details’ section.

4. Entering General Information 0:32

  • Provide a title for the part.
  • Select availability options:
    • ‘Available Externally’ or ‘Internal’ (choose ‘Internal’ for organization-only access).

5. Assigning Identifiers 0:45

  • Input the IPONA part ID (internal ID).
  • For OEMs, use the catalog number; for operators, use the ERP material number.

6. Designating Part Owner 1:02

  • Set the part owner (default is the user creating the part).
  • Optionally, select any user from your organization.

7. Associating Business Unit 1:16

  • If applicable, select the business unit associated with the part.

8. Adding Keywords 1:26

  • Enter keywords to aid in searching for the part.

9. Categorizing the Part 1:34

  • Categorize the part based on gas taxonomy (up to five levels).
  • Example: ‘Reciprocating Compressor’ (three levels deep).

10. Providing Descriptions and Comments 1:45

  • Add a description visible to all users.
  • Include comments for manufacturers (visible only to them on RFQs).

11. Entering Additional Data 2:09

  • Navigate to the ‘Additional Data’ section.
  • Add any other relevant data fields as needed.

12. Adding Custom Fields 2:22

  • Click ‘Add Fields’ to create custom fields.
  • Enter field name and value as necessary.

Cautionary Notes

  • Ensure that the part is categorized correctly to avoid confusion.
  • Double-check the part owner assignment to ensure accountability.

Tips for Efficiency

  • Use consistent naming conventions for part titles and keywords.
  • Regularly review and update the parts list to maintain accuracy.