VIEW PART INVENTORY

Use this screen to specify a part number, other part attributes, or a project and view current inventory, order, requisition reservation, and planning data for the selected parts and projects. If multiple revisions are available for the part, the inquiry can show this information for all of them. You can enter information in the search criteria fields and select one of the options to show how you want selections to match. In the latter case, click to populate your table.

You can also access this screen in Inventory, Material Requirements Planning, and Production Control.

Location

Search Criteria

Populate any field in this group box to view matching part/project information for that field, and click . For example, if you populate the Description field with C, select the Begins With option in the Part/Project Selection Criteria group box, and execute the query, all applicable inventory parts (that is, inventory parts included in a purchase order, reservation, or other planning capacity) that have a description beginning with the letter C display in the table window.

Part

Enter, or click to select, the part ID you wish to view inventory information for. If you do not select the Exact Match option in the Part/Project Selection Criteria group box, you can enter a partial part number value and have Costpoint return inventory for all part IDs that meet the selection criteria value. If you leave this field blank, Costpoint will not use part ID as a criterion for selecting which inventory information to display.

Rev

Enter, or click to select, the desired revision for this part ID, or leave the field blank to view inventory information for all revisions of the selected parts.

Description

If you want to narrow your search by the part's description, enter a description in this unlabeled field, select an option in the Part ID/Project Selection Criteria group box to show how you want selections matched, and then click . If you select a specific part in the header screen, the description field automatically defaults.

Make/Buy

Use the drop-down list to select the Make/Buy status for the part. If you leave this field blank, both are selected.

If you select a status in this field, Costpoint selects only the parts that share the same make/buy code. Make/Buy codes are defined on the Manage Parts screen in Product Definition. If you leave this field blank, Costpoint does not select parts by make/buy code.

U/M

This field displays the default or inventory unit of measure for the selected part (if only one part was selected).

Planner

Enter, or click to select, the planner ID you wish to view inventory information for. If you specify a planner in this field, Costpoint checks the Planner Assignment value on the Configure Production Control Settings screen to determine how to select inventory rows.

• If you assign planners by part, it includes inventory information for all parts assigned the entered planner ID.

• If you assign planners by commodity code, it includes inventory information for all parts that have commodity codes assigned the entered planner ID.

• If you assign planners by project, it includes inventory information for all projects assigned the entered planner ID.

• If you assign planners by netting group, it includes inventory information for all projects linked to the netting groups assigned the entered planner ID.

Project

To limit the inquiry to inventory for a particular project, enter, or click to select, the project ID. The project name automatically displays in the unlabeled field to the right. If you do not select the Exact Match option in the Part/Project Selection Criteria group box, you can enter a partial project number value and have Costpoint return inventory for all project IDs that meet the selection criteria value.

Netting Group

To limit the inquiry to an inventory for a particular netting group, enter, or click to select, the netting group ID. Netting groups are a group of inventory projects that are planned together. Projects are assigned to netting groups on the Manage Inventory Projects screen in the Inventory module.

Include Inventory From Other Companies

This check box displays if you did not select the Separate Items by Company check box on the Corporate Settings block of the Configure Product Definition Settings screen. If you selected the Separate Items by Company check box, this check box is hidden and you only see inventory for the company you are currently logged into.

Select this check box to include inventory from other companies (in addition to inventory that is assigned to the company you are currently logged into) in the result set. If this check box is not selected, only those parts for the selected projects that are linked to your company ID display in the result set.

Suppress Zero Quantity Rows

Select this check box if you do not want to see inventory records that currently have zero quantities for all inventory, on-order, on-requisition, reserved, and owed.

Part/Project Selection Criteria

Use the options in this group box to specify how you want your selections to match the part and project fields.

Exact Match

Select this option to find an exact match for the Part or Project text you entered.

Begins With

Select this option to find all items that begin with the Part or Project text you entered. This is the default.

Ends With

Select this option to find all items that end with the Part or Project text you entered.

Contains

Select this option to find all items containing the Part or Project text you entered.

Part Inventory Inquiry

This table displays summary-level part information. To inquire at a more detailed level, select the line for which you want additional information and click the appropriate link at the bottom of the screen to expand the inquiry.

Part

This field displays the Part ID of the inventory record.

Rev

This field displays the revision number for the inventory record part. This column is hidden if you entered a Rev in the header.

Description

This field displays a description of the inventory record part.

U/M

This field displays the default or inventory unit of measure for the selected part.

Make/Buy

This field displays the M (Make)/B (Buy) status for the selected part.

Project

This field displays the project ID associated with the inventory record. This field does not display if the inquiry was limited to a single project.

Current Available Qty

This field displays the current available quantity for the part/project combination. It is the sum of on hand and in inspection quantities minus the reserved quantity, for the part/inventory abbreviation combination.

Net Available Quantity

This column displays the net available quantity for this part. Costpoint calculates this value by adding the On Hand Quantity, In Inspection Quantity, In Shipping Quantity, On Order Quantity, On Requisition Quantity, Owed Quantity, Planned Owed Qty, and In MRB Quantity (only if you selected the Incl MRB as Available Inventory check box on the Configure Production Control Settings screen) and then subtracting the Reserved and Planned Reserved quantities.

On Hand Quantity

This field displays the quantity of parts for the selected part and project that are in on-hand locations.

In Inspection Quantity

This field displays the quantity of parts for the selected part and project, received but not yet accepted or rejected, or that are in a reinspection location.

In MRB Quantity

This field displays the quantity of parts for the selected part and project that are in MRB (Material Review Board) locations.

In Shipping Quantity

This field displays the quantity of parts for the selected part and project that are in shipping locations.

On Order Quantity

This field displays the quantity of parts for the selected part and project that are on open purchase and manufacturing orders.

Requisition Quantity

This field displays the quantity of parts for the selected part and project that are on open purchase requisitions.

Reserved Quantity

This field displays the quantity of parts for the selected part and project that have been reserved by inventory reservations, manufacturing orders, and sales orders.

Owed Quantity

This field displays the quantity of parts for the selected part and project that are owed to it from another project (a transfer reservation).

Planned Reserved Qty

This field displays the quantity of parts (for the selected project) for inventory requests that have not been fully approved.

Planned Owed Qty

This field displays the quantity of parts (for the selected project) for inventory transfer requests that have not been fully approved.

On Hold Quantity

This field displays the quantity of parts for the selected part and project that are in on-hold locations.

Common Inventory

This field displays Y (Yes) or N (No) depending on whether this is a company-owned, non-allocated inventory project.

Commodity

This field displays the commodity code for the inventory row's part.

Project Abbrev

This field displays the project abbreviation associated with the inventory record. This field does not display if the inquiry was limited to a particular project.

Project Name

This field displays the project name associated with the inventory record. This field does not display if the inquiry was limited to a particular project.

Netting Group

This field displays the netting group ID associated with the project on the selected line.

Allow Substitutes

This field displays Y (Yes) or N (No) depending on whether or not substitutes are allowed for the part for the project specified on the row. This is defined on the Manage Parts screen in Product Definition.

Forecast Qty

This field displays the sum of open sales and user-defined forecast quantities for the inventory record's part and project.

Lead Time Days

This field displays the total lead time that is calculated on the Lead Time subtask of the Planning Details subtask of the Manage Parts screen.

This quantity is used as the MPS time fence only if the MPS Time Fence Method is set to Use Part Lead Time on the Configure Master Production Scheduling Settings screen.

Buyer

This field displays the buyer ID for the part.

Planner

This field displays the planner ID for the part.

Default Warehouse

This field displays the default warehouse for the selected part.

Default Location

This field displays the default warehouse location for the selected part.

Order Policy

The order policy type represents the lot-sizing technique to be used for this part:

• Discrete Lot Size — This type has the MPS/MRP processes set the planned order quantity equal the quantity of the net requirements.

• Min/Mult Lot Size—This type requires that the order quantity meet the minimum and multiple lot sizes specified for the part.

• Order to Point—The Inventory Reorder Process automatically places a purchase requisition for this part whenever the inventory quantity is less than or equal to the reorder point. It orders the quantity necessary to bring the quantity up to the Order to Point quantity. The Order to Point and Reorder Point are defined on the Manage Parts screen in Product Definition.

• Period—This type requires that the lot size equal net requirements for the specified number of calendar or shop days.

• Reorder Point—The Inventory Reorder Process automatically places a purchase requisition for this part whenever the quantity on hand is reduced to or below a specified level (reorder point level). The Reorder Quantity field on the Manage Parts screen is used as the requisition's order quantity. The Order to Point and Reorder Point are defined on the Manage Parts screen in Product Definition.

Multiple Lot Size

The number displayed in this field is the number by which the lot size must be multiplied if the calculated planned order is to meet the net requirements for the selected part.

Period Order Days

This field displays the number of shop days for which Costpoint combines net requirements to create a planned order for the selected part.

This field displays the planning type for this part:

• None — The part has not been assigned a planning method.

• MRP — The part is planned by the Materials Requirement Planning process.

• Reorder — The part is planned using the Inventory reorder Report.

• MPS — The part is typically planned by the Master Production Scheduling process, but can be planned by MRP if the Plan MPS Part Requirements check box is selected on the Configure Material Requirements Planning Settings screen.

Reorder Quantity

This field displays the reorder quantity.

Subtasks