When an item in a Catalogue has been opened, so long as you have the correct permissions, it is possible edit the details of the item in a couple of ways. The first way is by edit the items existing information and the second way is by adding in new information from a specific date.

Editing Existing Item Information

By clicking <Edit Existing Item Information>, the existing details of the Catalogue item are shown. An item can contain multiple versions of information within it, so the first choice to make is to choose which version of the item you are changing from the Effective From drop down. Once this has been selected, you will then need to choose the Effective To date from the drop down to confirm the version that is being changed.

Note: If you are changing the most recent version of the item, make sure that the Effective To is set to “No effective to”

Next, you need to amend the required details that need changing. This includes the Equipment Type, Name, Price per UOP and Image. Once the changes have been made, click <Save> and the changes are saved.

Please be aware that once changes have been saved, they will go for review and will not be updated until they are approved by the relevant users.

Adding Item Information Effective From Specific Date

By clicking <Adding Item Information Effective From Specific Date> the existing details of the Catalogue item are shown. Similar to the <Edit Existing Item Information> action, you are able to change the details of the item but this time, you are required to enter an Effective From Date. This will date will determine when these changes are effective from.

Next, change the required details of the item and click <Save> to save the changes. 

As per the <Edit Existing Item Information> action, the saved changes will go for review and will not be updated until they are approved by the relevant users.