How to Create a Manufacturer Equivalent Item

In R2021x FD06, we have two new roles with the 3DEXPERIENCE platform on-premise: the Supplier Item Manager (XSP) and Component Request Engineer (XCR). These two roles work together to provide a process for requesting a Manufacturer Equivalent Item (that we call MEI). Different actors in the process use these roles.

The user requesting a Manufacturer Equivalent Item uses the Component Request Engineer role.  All the actors involved in the approval workflow for this requested MEI also use this role.

Supplier Item Manager is used to manage all the component requests that come in and to create the MEI and the General & Equivalent Qualifications associated with the MEI.

This process example below shows how these roles work together with the different actors involved.

  • The Mechanical Engineer (ME) is making the MEI request.
  • The Component Engineer (CE) is the administrator who manages the component requests.
    • As a prerequisite, the CE creates all the approval workflows so that when a request arrives, the route this request takes is known and the actors involved in the approval process are known. Displayed at the bottom, are the stages of the approval workflow with the actors involved in each stage.
    • When evaluating the component request, the user makes the decision to proceed or cancel it based on the sourcing report, and the results of investigating what is already available to satisfy the request. The proposed answer to this request could be an already existing Engineering Item or a new Manufacturer Equivalent Item.
  • The Sourcing Manager generates the sourcing report that is reviewed for this request with information (like volume, pricing, quantity and suggested manufacturer, etc.).
  • If the component request is approved, the Component Engineer will create the proposed MEI to answer the request.  The request is then routed to all the affected stakeholders who must now review and approve the proposal to see if the answer provided satisfies their domain area. These additional actors will confirm the conformity of the proposed MEI according to their domain.
  • The Component Engineer closes the process by releasing the General Qualification for the MEI, and the Equivalent Qualification between the MEI for the Engineering Item it is to address.

There are 8 small video clips in the video below that will illustrate this process example using the Component Request Engineer and the Supplier Item Manager roles.

Tips_and_Tricks ​​​​​​​R2021x ​​​​​​​​​​​​​​

🟠Supplier_Item_Manager 

🟠Component_Request_Engineer ​​​​​​​