Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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 All > 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.

Parent Topic:Create hardware models

Related topics

Add compatible models to a hardware model

Models

Bundled models

Manage transfer orders

Procurement