to select, a part ID. If you leave this
field blank, Costpoint will not use part ID as a criterion for selecting
inventory information to display. Use this screen to specify a part number and/or other part attributes, and view current inventory, order, requisition reservation, and planning data for the selected part(s) and project(s). If multiple revisions are available for a part, the inquiry can display this information for all of them. You can either use Subquery to select parameters for the parts you want to review, or 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, use the Execute button on the toolbar to populate your table.
Use this screen whenever you need to review information about a given part.
If you are not using Subquery, populate any field in this group box to view matching part/project information for that field, and click Execute. For example, if you populate the Desc field with C, select the Begins With option, and execute the query, all applicable inventory parts (i.e., inventory parts that are included in a purchase order, reservation, or other planning capacity) that have a description beginning with the letter "c" display in the table window.
Enter, or use to select, a part ID. If you leave this
field blank, Costpoint will not use part ID as a criterion for selecting
inventory information to display.
If you entered a full part ID, the last revision assigned to the part
ID automatically displays. However, you can enter, or use to select, another revision for this part ID. Or, leave it
blank to view inventory information for all revisions of the selected
part(s).
This field displays the inventory unit of measure for the selected part (if only one part was selected).
From the drop-down list, select the Make or Buy status of the selected part. If you leave this field blank, Costpoint does not select parts by make/buy code.
To narrow your search by part descriptions, enter a description in this field, then select an option in the Part ID/Project Selection Criteria group box to specify how you want selections matched. Then click the Execute button on the toolbar.
If you entered a full part ID in the Part field, the description for that part automatically displays.
Enter, or use 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 in Production Control Settings 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.
To limit the inquiry to inventory for a single project, enter, or use
to select, the project ID. The project name automatically
displays in the unlabeled field to the right of the project ID.
If you did not select the Exact Match selection criteria option, you can enter a partial project number value and have Costpoint return inventory for all project IDs that meet the selection criteria value.
To limit the inquiry to a single netting group, enter, or use to select, the netting group ID. Netting groups are groups
of inventory projects that will be planned together.
Use this group box to select how you want your selections to match the Part, Desc, or Project field:
Exact Match
Begins With
Ends With
Contains
This check box appears if you did not select the Separate Items By Company check box in the Product Definition Corporate Settings subtask of the Product Definition Settings screen. (If you did select the Separate Items By Company check box, this check box is hidden.)
Select this check box to include inventory from other companies and projects in the inquiry's result set. When the system searches lower levels for inventory, order, requisition, requirement, and part/project information, lower-level rows also display from other companies.
If you do not select this check box, only those project IDs that are linked to your user ID and company display in the result set.
Select this check box if you do not want to view parts that currently have zero quantities for all inventory, on-hand, on-req, reserved, and owed. If you do not select this check box, parts that have all zero quantities are not excluded from the query.
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 button at the bottom of the screen to open the subtask.
This column displays the part ID of the inventory record.
This column displays the revision number for the inventory record part.
This column displays a description of the inventory record part.
This column displays the default or inventory unit of measure for the selected part.
This column displays the M (Make) or B (Buy) status of the selected part.
This column displays the project ID associated with the inventory record. This column does not display if the inquiry was limited to a single project.
This column displays the number of parts for the selected part and project that are available for use. 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 in the Production Control Settings screen), and then subtracting the Reserved and Planned Reserved quantities.
This column displays the currently 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.
This column displays the quantity of parts for the selected part and project that are located in on-hand locations.
This column displays the quantity of parts for the selected part and project that have been received but have not been accepted or rejected, or that are in a reinspection location.
This column displays the quantity of parts for the selected part and project that are in MRB (Material Review Board) locations.
This column displays the quantity of parts for the selected part and project that are in shipping locations.
This column displays the quantity of parts for the selected part and project that are on open purchase and manufacturing orders.
This column displays the quantity of parts for the selected part and project that are on open purchase requisitions.
This column displays the quantity of parts for the selected part and project that have been reserved by inventory reservations, manufacturing orders, and sales orders.
This column displays the quantity of parts for the selected part and project that are owed to it from another project (a transfer reservation).
This column displays the quantity of parts for the selected project for inventory requests that have not been fully approved.
This column displays the quantity of parts for the selected project for inventory transfer requests that have not been fully approved.
This column displays the quantity of parts for the selected part and project that are in On Hold locations.
This column displays Y (Yes) or N (No) to indicate whether this is a company-owned, non-allocated inventory project.
This column displays the commodity code for the inventory row's part.
This column displays the project abbreviation associated with the inventory record. This column does not display if the inquiry was limited to a single project.
This column displays the project name associated with the inventory record. This column does not display if the inquiry was limited to a single project.
This column displays the netting group ID associated with the project on the selected line.
This column displays Y (Yes) or N (No) to indicate whether substitute parts are allowed for the part and project on the row..
This column displays the sum of open sales and user-defined forecast quantities for the inventory record's part and project.
Click this button to view various inquiries pertaining to inventory information.
Click this button to open the Part Project Location Detail subtask for the selected line.
Click this button to open the Substitute Part Inventory subtask for the selected line.
Click this button to open the Inv Purchase Orders subtask for the selected line.
Click this button to open the Requirements subtask for the selected line.
Click this button to open the Location Detail subtask for the selected line.
Click this button to open the Part Planning subtask for the selected line.
Click this button to open the Forecast Demand subtask for the selected part/project.
Click this button to open the Requisitions subtask for the selected line.
Click this button to open the Non-Inv Purchase Orders subtask, where you can view non-inventory purchase order information for the selected part/project.
Click this button to open the Manufacturing Orders subtask, where you can view manufacturing orders information for the selected part/project.
Click this button to open the Planned Orders subtask, where you can view planned orders information for the selected part/project.
Click this button to open the Planned Requirements subtask, where you can view planned requirement information for the selected part/project.
Click this button to open the Engineering Change Notices subtask, where you can view Engineering Change Notice information for the selected part/project.
Click this button to open the Documents subtask for the selected line.
Changes to this screen update the following tables:
BOM_CONFIG, COMM, CUST, ECN, ECN_PART, EMPL, GROSS_RQMT, INVT, INVT_ABBRV_CD, INVT_PROJ, INVT_TRN_LN_SR_LT, INVT_WHS_LOC_SR_LT, INVT_WHSE_LOC, ITEM, ITEM_PROJ_CST, ITEM_UM, ITEM_UM_CONV, MANUF, MFG_BOM, MO_ALLOCATIONS, MO_HDR, MO_ROUT_LN_NOTES, MO_ROUTING, MO_RQMT, MO_SERIAL_LOT, NET_GRP, OPERATION, PART, PART_PROJ, PC_SUPERVISOR, PLANNER, PO_EXPDT_NOTE, PO_HDR, PO_LN, PROD_CLASSIF, PROJ, PROJ_SUBST_PART, RES_HDR, RES_LN, ROUTING_HDR, ROUTING_LN, RQ_HDR, RQ_LN, S_CST_MTHD_CD, S_INVT_ACCT_TYPE, S_LOC_TYPE, S_ORD_POLICY_TYPE, S_PLAN_TYPE, SCHED_RECPT, SERIAL_LOT, SO_HDR, SO_ISS_SERIAL_LOT, SO_LN, SUBST, SUBST_PART, TS_LN_MO, UM_CONV, VEND, WARRANTY, WHSE_LOC.
This screen also relies on settings in the BOM_SETTINGS_CORP, INVT_SETTINGS, ITEM_SETTINGS_CORP, and PC_SETTINGS tables.