or 
, to select a part that has already been established in the
Basic Part Data (Materials » Product
Definition » Part Master) screen. The description for the part
selected displays in the unnamed field below.Use this screen to define the characteristics of parts used in Purchasing, Inventory, and Manufacturing.
Use it to enter a part with minimal information required for purchasing and inventory. This screen displays more detailed characteristics of parts used in manufacturing and inventory. This screen is also accessed at the Maintain Parts - Planning Part Data subtask of the Maintain Parts screen.
Use this screen during initialization and maintain it when additions or changes are needed for planning part data. You must establish the part in the Basic Part Data (Materials » Product Definition » Part Master) screen before you can enter information in this screen.
Use or , to select a part that has already been established in the
Basic Part Data (Materials » Product
Definition » Part Master) screen. The description for the part
selected displays in the unnamed field below.
If the Allow Multiple Revisions For Each Item check box in the Product Definition Corporate Settings subtask of the Product Definition Settings (Materials » Product Definitions » Product Definition Controls) screen has been selected and a revision has been assigned to this part in the Basic Part Data (Materials » Product Definition » Part Master) screen, the revision displays.
The unit of measure assigned to this part in the Basic Part Data (Materials » Product Definition » Part Master) screen defaults here and cannot be changed.
The status type assigned in the Basic Part Data (Materials » Product Definition » Part Master) screen is displayed and cannot be changed here.
The Make/Buy status assigned in the Basic Part Data (Materials » Product Definition » Part Master) screen defaults here; or you can select a new Make/Buy status for planning. This selection displays as M (Make) or B (Buy) in various screens.
The commodity code and description assigned
to this part in the Basic Part Data (Materials
» Product Definition » Part Master) screen is the default. If necessary,
you can select another commodity, using , to associate
with part planning. displays the commodity codes and
descriptions that are already established in the Commodity Codes (Materials » Product Definition » Product Definition
Controls) screen. After you select a commodity code,
the description displays.
The part type assigned in the Basic Part Data (Materials » Product Definition » Part Master) screen is displayed and cannot be changed here.
Select the buyer assigned to the selected part from this drop-down list . The selections in the drop-down list are generated from buyers established in the Buyers (Materials » Purchasing » Purchasing Controls) screen.
The buyer assigned to the default Commodity is initially displayed. You can select a new buyer to associate with planning for this part.
The planner assigned to the default Commodity is displayed. You can enter a new planner to associate with planning for this part.
Select the planning type for this part to indicate how this item is considered for requirement planning and reporting. The system-defined types are as follows:
(None) - This selection is the system default and requires no planning type consideration.
MRP - This selection indicates the part is used by Materials Requirement Planning.
Reorder - This selection indicates that the part is not used by MRP but still requires planning.
MPS - This selection indicates the part is used for Master Production Scheduling.
Enter the scrap percentage for this part. This is your best estimate of what percentage of these parts are accidentally destroyed, lost, or otherwise rendered unusable.
If the Use Receipt Tolerance check box in the Product Definition Settings (Materials » Product Definition » Product Definitionn Controls) screen is selected and if this check box is selected, you can enter a default tolerance percentage for this part. This percentage defaults to the PO line along with the Overshipment Allowed flag. You can edit these defaults if necessary.
If the Use Receipt Tolerance check box in the Product Definition Settings screen is not selected, you can select the Overshipment Allowed check box, but you cannot enter a receipt tolerance percentage.
If you entered a commodity code that has a default receipt tolerance percentage assigned, the percentage defaults in this field. If the Use Receipt Tolerance check box in the Product Definition Settings (Materials » Product Definition » Product Definitionn Controls) screen is selected, and if the Overshipment Allowed check box is selected, you can enter a default tolerance percentage for this part. This percentage defaults to the PO line along with the Overshipment Allowed flag.
If the Use Receipt Tolerance check box in the Product Definition Settings screen is not selected, you can select the Overshipment Allowed check box, but you cannot enter a receipt tolerance percentage.
Use this group box to designate specified uses for this part.
Click this check box to indicate that this part is stocked in inventory. Clear the check box to indicate that this part is not stocked in inventory.
Click this check box if this part is a floor stock (bulk issue) part, and therefore is available at all times.
Click this check box to indicate that this part is not tied to a particular project but ordered as part of a common pool of items.
Click this check box if this part is automatically deducted from inventory when a manufacturing order is completed. Clear this check box to indicate that no automatic deduction occurs.
Click this check box to indicate that use of this part when estimating always requires quotes from vendors.
Enter, or use to select,
the common stock inventory abbreviation to be used for MRP Planning.
Use this group box to assign a warehouse and location ID default that displays when this part is specified.
Select the warehouse ID as the default for this part as the backflush location in Costpoint Receiving and Inventory. This warehouse ID must already exist in the Warehouse table in Costpoint Inventory.
Enter, or use to select,
the default location of the Warehouse
that was selected for this part. This location
must already exist as a location of this Warehouse
and must be set up in the Locations (Materials
» Inventory » Controls) screen. If the Part/Project
Default Location option is selected in the Receiving Settings (Materials » Receiving » Receiving Controls)
screen, this warehouse location defaults to the Acceptance
Location field for this part in the Receive Purchase Order (Materials
» Receiving » Receiving) screen.
From this drop-down list, select the policy type that indicates the lot sizing technique to be used for this part in Material Requirement Planning (MRP). The system-defined selections are as follows:
Discrete Lot Size - Requires that the planned order quantity always equal the quantity of the net requirements.
Min/Mult Lot Size - Requires that a lot size be specified for meeting net requirements. When Min/Mult policy type is selected, you must enter a minimum or multiple lot size in order for the calculated planned order to meet net requirements.
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.
Period - Requires that the lot size equal net requirements for the specified number of shop calendar days. This selection also activates the Period Order Days field.
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).
If you selected Period in the Policy Type field, you must enter the number of shop days for which the MRP system combines net requirements to create a planned order.
Enter the maximum quantity that can be placed in any one order. If the order quantity is greater than the maximum quantity, it is split into several orders, each not exceeding the maximum quantity.
Enter a minimum lot size that specifies that the calculated planned order is always at least equal to the specified lot size when meeting net requirements. This field is not available if you selected Discrete Lot Size or Order to Point in the Policy Type field.
Examples:
Requirement = 10 and Min. Lot Size = 12, then Planned Order = 12
Requirement = 15 and Min. Lot Size = 12, then Planned Order = 15
This field displays in place of the Minimum field if you selected Reorder Point in the Policy Type field. It displays the quantity that is requisitioned when a part reaches its reorder point.
Enter a multiple lot size. The quantity for any calculated planned order must always be a multiple of this lot size when meeting net requirements. This field is not available if you selected Discrete Lot Size, Order to Point or Reorder Point in the Policy Type field.
Examples:
Requirement = 10 and Mult. Lot Size = 12, then Planned Order = 12
Requirement = 15 and Mult. Lot Size = 12, then Planned Order = 24
Select the ABC code that best categorizes this part. The ABC code is the classification of a group of items in decreasing order of annual amount, volume or other criteria. The ABC Code can be calculated by the Perform ABC Analysis (Materials » Inventory » Physical Counts) screen and can be overridden in this field.
Count tolerance is the percentage that is acceptable between physical count quantity and system pre-count quantity. A percentage automatically displays based on the ABC Code selected. The value in this field affects the appropriate count quantities in the table window of the Enter Actual Counts (Materials » Inventory » Physical Counts) screen.
Enter the count frequency in calendar days in which cycle counts should be performed for this part. A percentage automatically displays based on the ABC Code selected.
This field displays the system date on which this part was entered.
For planning purposes, enter the estimated yield of a manufacturing or purchase order for this part.
This field displays the total lead time that is calculated in the Part Lead Time subtask. This total updates when changes are made to the Lead Time selections.
Click this button to open the Comments subtask.
Click this button to open the Units of Measure Types subtask.
Click this button to open the Units of Measure Conversion subtask.
Click this button to open the Part Lead Time subtask.
Click this button to open the Master Production Schedule Data subtask.
Click this button to open the Part Warehouses subtask.
The PART and ITEM tables store information for this screen. Information for standard parts is also stored in and/or pulled from the following tables, as indicated for the applicable subtasks of this screen: ABC_CLASSIF, BUYER, COMM, INVT_ABBRV_CD, INVT_PROJ, ITEM_LT, MRP_SETTINGS_CORP, PART_PROJ, PLANNER, S_LT_TYPE, S_ORD_POLICY_TYPE, S_PART_TYPE, S_PLAN_TYPE, S_STATUS_TYPE, UM, WHSE, WHSE_LOC.