Workspace Items

Workspace Relationships

Enable relationships to let users recognize pending Supplier Packages processes in context of items. Add workspace Supplier Packages to the list of Workspace Relationships in your Items (and BOMs) workspace:

Section Restrictions

Suppliers will be able to access item data online in real time and you may want to limit the information being shared. Restrict access to relevant sections in the Item Details tab by enabling Advanced Permission Options and using the Employees group that has been created in previous setup steps. With the setup in this illustration, internal users will still be able to view and edit the section’s data while externals users will not see the section and its data at all:

Optional: Indicate Pending Packages

Once a Supplier Package has been submitted to the given supplier, you may want to indicate this process on item level. Once the package process is completed, the given flag should be reset as the package is no longer relevant for changes to this item. This template will set the given flag on your items automatically once you add the field Pending Packages to your Items (and BOMs) workspace as shown below. You may select a different Field name but must keep the Field ID PENDING_PACKAGES for this mechanism to work. Select type Picklist (multiple selection) for this field and set it to read-only.

The presence of pending packages may also be of relevance for reports and filtering. For ease of use, you can therefore add a computed field that will simply indicate pending packages with Yes or No, instead of the processes’ names. Once the previous field Pending Packages has been added, simply add a computed field with the formula shown below to add the given indicator to your Items (and BOMs) workspace.

Use this field formula:

CASE
    WHEN (PENDING_PACKAGES = '') THEN 'No'
    WHEN (PENDING_PACKAGES is not null) THEN 'Yes'
    ELSE 'No'
END