Create Provisional Part Subtask

Use the Create Provisional Part subtask to create a provisional part for the proposal.

Click to start adding a new provisional part.

Contents

Field	Description
Part ID	Enter a provisional part ID containing up to 30 alphanumeric characters. This provisional part ID is used throughout the system to identify the part. If you enter the ID and revision of an existing standard part, good, or service and attempt to save the record, and the Allow Multiple Revisions for Each Item check box is selected in the Corporate Settings group box of the Configure Product Definition Settings screen, Costpoint displays a message that the item already exists.
Rev	Enter up to three characters in this field to track multiple modifications or revision levels for each provisional part. If the Allow Multiple Revisions For Each Item check box is selected on the Configure Product Definition Settings screen, you can store multiple revisions of the same item in the database at the same time. The system treats each revision as a separate item. If the Allow Multiple Revisions For Each Item check box is clear, only the last revision of the item is stored. If you are using revisions, the last revision assigned to the part defaults.
U/M	This field displays the default unit of measure for the end item, assigned on the Manage Parts screen for standard parts, or the Manage Provisional Parts screen for provisional parts.
Part Description	Enter the parameter description of up to 30 alphanumeric characters.
Make/Buy	Select a value from the drop-down list. The selections are: Make — this selection indicates that you manufacture the part Buy — this selection indicates that you purchase the part
Provisional Part Type	Enter, or click to select, the provisional part type code to assign to this part. Establish provisional part types on the Manage Provisional Part Types screen. After you select a code, the description displays in the unlabeled field to the right.
Part Type	Select a part type from the drop-down list to associate with this provisional part when you establish provisional bills of materials (PBOMs) or engineering bills of materials (EBOMs). The system will assign this part type to the part if you convert it to a standard part. The system-defined selections are as follows: Buy with Components — The part and its components must be purchased. Phantom — The part is transient - not stocked and not ordered. Reference — The part appears on certain reports and pick lists for reference purposes only, but there are no required planned orders. Standard (Default) — The part is used in inventory and in the planning process. Tool — This part is not direct material, but it is used in or consumed by the production process.
Commodity	Enter, or click to select, a commodity code to associate with this provisional part. Establish commodity codes on the Manage Commodity Codes screen. The commodity description displays in the unlabeled field to the right.
Always Quote	Select this check box to indicate that vendor quotes should always be requested for this part in the estimating process (that is, in proposals and PBOMs). This is used as a default wherever this provisional part is used.
Industry Class	Enter, or click to select, a valid industry classification code for this provisional part. Establish industry classifications on the Manage Industry Classifications screen. The industry classification description displays in the unlabeled field to the right.
NAICS Code	This field displays the valid NAICS code associated with the commodity. Establish NAICS codes on the Manage NAICS Codes screen. When you enter a valid NAICS code, the NAICS code's description displays in the non-editable field next to the NAICS Code field.
NAICS Eff. Date	This field displays the effectivity date(s) of the NAICS code associated with the record. When you manually enter/update the effective date, only the active effective date for the NAICS code in the NAICS table will be allowed.
Save Provisional Part	Click this button to save the provisional part data created for this proposal.

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Create Provisional Part Subtask

Use the Create Provisional Part subtask to create a provisional part for the proposal.

Click to start adding a new provisional part.

Contents

Field	Description
Part ID	Enter a provisional part ID containing up to 30 alphanumeric characters. This provisional part ID is used throughout the system to identify the part. If you enter the ID and revision of an existing standard part, good, or service and attempt to save the record, and the Allow Multiple Revisions for Each Item check box is selected in the Corporate Settings group box of the Configure Product Definition Settings screen, Costpoint displays a message that the item already exists.
Rev	Enter up to three characters in this field to track multiple modifications or revision levels for each provisional part. If the Allow Multiple Revisions For Each Item check box is selected on the Configure Product Definition Settings screen, you can store multiple revisions of the same item in the database at the same time. The system treats each revision as a separate item. If the Allow Multiple Revisions For Each Item check box is clear, only the last revision of the item is stored. If you are using revisions, the last revision assigned to the part defaults.
U/M	This field displays the default unit of measure for the end item, assigned on the Manage Parts screen for standard parts, or the Manage Provisional Parts screen for provisional parts.
Part Description	Enter the parameter description of up to 30 alphanumeric characters.
Make/Buy	Select a value from the drop-down list. The selections are: Make — this selection indicates that you manufacture the part Buy — this selection indicates that you purchase the part
Provisional Part Type	Enter, or click to select, the provisional part type code to assign to this part. Establish provisional part types on the Manage Provisional Part Types screen. After you select a code, the description displays in the unlabeled field to the right.
Part Type	Select a part type from the drop-down list to associate with this provisional part when you establish provisional bills of materials (PBOMs) or engineering bills of materials (EBOMs). The system will assign this part type to the part if you convert it to a standard part. The system-defined selections are as follows: Buy with Components — The part and its components must be purchased. Phantom — The part is transient - not stocked and not ordered. Reference — The part appears on certain reports and pick lists for reference purposes only, but there are no required planned orders. Standard (Default) — The part is used in inventory and in the planning process. Tool — This part is not direct material, but it is used in or consumed by the production process.
Commodity	Enter, or click to select, a commodity code to associate with this provisional part. Establish commodity codes on the Manage Commodity Codes screen. The commodity description displays in the unlabeled field to the right.
Always Quote	Select this check box to indicate that vendor quotes should always be requested for this part in the estimating process (that is, in proposals and PBOMs). This is used as a default wherever this provisional part is used.
Industry Class	Enter, or click to select, a valid industry classification code for this provisional part. Establish industry classifications on the Manage Industry Classifications screen. The industry classification description displays in the unlabeled field to the right.
NAICS Code	This field displays the valid NAICS code associated with the commodity. Establish NAICS codes on the Manage NAICS Codes screen. When you enter a valid NAICS code, the NAICS code's description displays in the non-editable field next to the NAICS Code field.
NAICS Eff. Date	This field displays the effectivity date(s) of the NAICS code associated with the record. When you manually enter/update the effective date, only the active effective date for the NAICS code in the NAICS table will be allowed.
Save Provisional Part	Click this button to save the provisional part data created for this proposal.