Use this screen to create parts and assign various characteristics that are specific to each part. Many of these characteristics act as defaults in other modules where this part is used. You can also enter comments, as well as units of measure and their conversions, specific to each part. This screen is similar to the Basic Part Data screen, with additional subtasks that directly access other screens, such as Planning Part Data, Alternate Parts, Substitute Parts, Part/Project Data, Assign Standard Text, Assign Vendors, Set Up Item Billings, and Maintain Item Cost.
Use this screen to set up parts only; services and goods have their own setup functions.
Set up this function during initialization and maintain it whenever you add or modify parts. You must define some control parameters (using screens in the Product Definition Controls menu) before adding a part that controls parameters.
Use this group box to enter the main attributes of each part.
Enter a part ID containing up to 30 alphanumeric characters. This ID is used throughout the system as the main identifier for the part. This field is required. If you enter an existing provisional part ID and attempt to save the record, the system displays an error message indicating that the provisional part ID already exists.
Use this field to track multiple changes or revision levels for each part. The revision can contain up to three alphanumeric characters. This field is optional. If the Allow Multiple Revisions For Each Item check box is selected in the Product Definition Corporate Settings subtask of the Product Definition Setting screen, you can store multiple revisions of the same part in the database at the same time. The system treats each revision as a separate part. If the Allow Multiple Revisions For Each Item check box is not selected, only the last revision of the part is stored.
If multiple revisions are allowed, the last revision assigned to the part is displayed by default. The system uses the method selected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen to determine the last revision.
Enter, or use Lookup to select, a unit of measure for this part. The unit of measure entered or selected must be an existing unit of measure from the Units of Measure screen. The default unit of measure code is EA (Each). The unit of measure selected here is also the inventory unit of measure for inventory parts. If the part typically uses a different unit of measure for purchasing and/or sales purposes, you can define the other units of measure in the U/M Type subtask.
Select this check box to identify this part as an active part. An active part is one that can be used in other Costpoint functions. If you leave this check box clear, this part is considered inactive, meaning that it cannot be used for new transactions.
Enter a description for the part containing up to 60 alphanumeric characters. This field is required.
Select Make or Buy to track this part for Purchasing, Material Requirements Planning, and Inventory. (The default is obtained from bills of material.) This selection displays as M for Make or B for Buy in various screens. If this is a part you manufacture, select Make. If this is a part you purchase from an outside source, select Buy.
Enter, or use Lookup to select, a commodity code to associate with this part. Lookup displays the commodity codes and descriptions that were established in the Commodity Codes screen. Once you enter a commodity code, its description displays. It also loads the industry classification code in the Additional Item Codes subtask, and default buyer, planner, and receipt tolerance values within the Planning Part Data subtask.
From this drop-down box, select a part type to be associated with this part for use in material requirements planning. (The default is obtained from the Comp Type on the BOM line.) The system-defined selections are as follows:
Buy with Components
MPS Planning Only - This indicates that the part is used for Master Production Schedule forecasts only. An MPS planning-only part can be an assembly on a bill of materials, but cannot be stored in inventory or included on a sales, order, manufacturing order and purchase order/requisition. An MPS planning-only part must have a status of “Estimating.”
Phantom
Reference
Standard
Tool
Enter, or use Lookup to select, a product class to be associated with this part. Lookup displays the product classification codes and descriptions established in the Product Classifications screen. A product classification is a detailed grouping of items within a product type for sales and marketing purposes.
The product type that was assigned to the product classification is displayed and cannot be changed here. This product type was assigned to the product classification in the Product Classifications screen. A product type is a broad grouping of items for sales and marketing purposes.
Enter, or use Lookup to select, your company's Commercial and Government Entity (CAGE) ID code assigned to this part. If you use Lookup, all manufacturers that have CAGE IDs display in the Lookup window. The CAGE ID is a five-character alphanumeric code that can be randomly entered or assigned in the Manufacturers screen. If you selected Make in the Make/Buy field, this field defaults the CAGE ID from the Product Definition Settings screen.
Enter the 20-character alphanumeric identification number of the appropriate US Department of Defense specification that applies to this part. It can be printed on purchase orders for reference purposes.
Enter the national stock number (or NATO stock number) assigned to this part as a standardized material item of supply for the US Department of Defense, if applicable. This is a 20-character alphanumeric field in sales orders and purchase orders.
In this optional field, enter the unit weight of the selected part.
From this drop-down box, select the status type that defines the release status of this part. The available system-defined status types are:
Estimating
Obsolete
Pre-Release
Released
Phase-Out
Use this group box to indicate whether or not serial or lot tracking is required for this part.
Select this check box if lot tracking is required for this part when performing inventory transactions. If you leave this check box clear, lot tracking is not required for this part. You can override this value for a specific project in the Part Project Data screen.
Select this check box if serial tracking is required for this part when performing inventory transactions. If you leave this check box clear, serial tracking is not required for this part. You can override this value for a specific project in the Part Project Data screen.
If, in Product Definition Settings, you elected to specify vendor restrictions at the part level, select a vendor restriction level for this part. You can assign and approve vendors to individual parts on the Assign Vendors screen. The restrictions are applied when selecting vendors for purchase requisitions and purchase orders for this part. Available options are:
Approved
Assigned
No Restriction
If vendor restrictions are not defined at the part level, this field is set to (None) and cannot be changed.
Use this group box to specify the shelf life of the part and whether it should be considered as-required on a bill of materials, or hazardous.
Enter the shelf life, in calendar days, for this part. A shelf life indicates when the part will become dated and unusable. You can use the shelf-life number to identify when a serialized or lot tracked part will become unusable if shelf-life is calculated based on receipt date (as defined in the Inventory Control Serial/Lot Settings screen). If a shelf life is not applicable, leave this field blank.
Select this check box to indicate that the quantity per assembly should be "as required," because it is not practical to specify the exact quantity for this part. This is used as a default when adding the part as a component in a bill of material. If you leave this check box clear, the quantity per assembly is considered "as required," and an exact component quantity must be specified in the bill of material.
Select this check box if the part is designated as, or contains, hazardous material. If you leave this check box clear, the part is not designated as hazardous. If a part is flagged as hazardous, it will give a warning during the purchasing and receiving functions.
Use this group box to indicate QC and inspection requirements for this part.
Select this check box if QC acceptance/inspection is required for this part. This means you have a formal department performing quality assurance on this part, and therefore the acceptance or rejection of this part should not occur in the Enter PO Receipts screen in Costpoint Receiving, but rather in the Enter QC Inspections screen. The value displayed defaults from the Product Definition Settings screen. You can override this value for a specific project in the Part Project Data screen. This value defaults to all new purchase order lines for this part, and can be changed there if necessary. The value also defaults into purchase requisition lines for this part, and can be overridden if allowed by Requisition Settings. If you leave this check box clear, a separate QC function is not required for this part, and acceptance and rejection can occur in the Enter PO Receipts screen.
Select this check box if a source inspection is required for this part. A source inspection normally requires the vendor to obtain approval from the client or government inspector before shipping the material. The value displayed defaults from the Product Definition Settings screen. You can override this value for a specific project in the Part Project Data screen. This value defaults to all new purchase order lines for this part, and can be changed there if necessary. The value also defaults into purchase requisition lines for this part, and can be overridden if allowed by Requisition Settings. If you leave this check box clear, a source inspection is not required for this part.
Select this check box if the vendor must submit a certificate of conformance when this part is ordered. A certificate of conformance is a vendor-issued legal document that certifies that the materials conform to certain specifications and requirements. The value displayed defaults from the Product Definition Settings screen. You can override this value for a specific project in the Part Project Data screen. This value defaults to all new line items on the purchase order, and can be changed there if necessary. The value also defaults into purchase requisition lines for this part, and can be overridden if allowed by Requisition Settings. If you leave this check box clear, a certificate of conformance is not required for this part.
This is a one-character user-defined field that designates an inspection type for this part. This field is used in various reports and inquiries.
Click this button to open the Comments subtask, where you can enter comments associated with this part.
Click this button to open the Units of Measure Types subtask, where you can assign different units of measure to this part.
Click this button to open the Documents subtask, where you can specify documents related to the part.
Click this button to open the Part Serial/Lot Information subtask.
Click this button to open the Units of Measure Conversion subtask.
Click this button to open the User-Defined Info subtask.
Click this button to open the Additional Item Codes subtask, where industry classification (SIC/NAICS) and UPC codes are assigned to a related part.
You can use the remaining italicized buttons to access other setup screens. When you complete a subtask and save the data, you will automatically return to the Maintain Parts screen so that you can access another subtask.
These buttons access the following screens: Planning Part Data, Alternate Parts, Substitute Parts, Part Project Data, Assign Standard Text, Assign Vendors, Set Up Item Billings, and Maintain Item Cost.
The PART and ITEM tables store the settings from this screen.