This application is used to create and maintain provisional part information that can be used in proposals, Proposal Bills of Material (PBOM), unreleased Engineering Bills of Material (EBOM), Request for Quotes (RFQs) and vendor quotes, but not in other Materials functions. You can also enter and maintain provisional part data in Costpoint Product Definition. Entering provisional part data is similar to entering data in the Maintain Parts application in Costpoint Product Definition; however, provisional part information is stored in a separate table. Moreover, you can enter new provisional part records while accessing EBOM, PBOM and Proposal records (in Costpoint Bills of Material and Materials Estimating, respectively) without pausing to enter a provisional part record in the Maintain Provisional Parts screen. Rather, you can add provisional part data "on the fly" in the Maintain EBOMs, Proposal BOMs, or Maintain Proposal Master screens, for example, and the provisional part data will be accessible in this application. To modify or delete provisional part data, you must use the Maintain Provisional Parts screen in Costpoint Product Definition or Materials Estimating.
Use this screen to maintain provisional part data for planning purposes. Provisional part data is stored in a separate table from the standard part data that is established in the Maintain Parts menu in Costpoint Product Definition. You can also access this screen in Costpoint Product Definition.
Use this group box to enter the main attributes of each provisional part.
Enter a provisional part ID containing up to 30 alphanumeric characters. This provisional part ID will be used throughout the system as the main identifier for the part. If you enter an existing standard part, good, or service ID (and revision) and attempt to save the record with the Allow Multiple Revisions for Each Item checkbox selected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen, the system will display an error message indicating that the item already exists. This field is required.
Use this field to track multiple changes or revision levels for each provisional part. The revision can contain up to three alphanumeric characters. This field is optional. If the Allow Multiple Revisions For Each Item checkbox is selected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen, you can store multiple revisions of the same item in the database at the same time. The system will treat ach revision as a separate item. If the Allow Multiple Revisions For Each Item checkbox is not selected, only the last revision of the item will be stored.
If you are using revisions, the last revision assigned to the part will automatically be displayed but can be edited as necessary.
Enter, or use Lookup to select, a unit of measure for this provisional part. The unit of measure entered or selected must be an existing unit of measure from the Units of Measure screen in Costpoint Product Definition. The default unit of measure code is "EA" (Each).
Select this checkbox to identify this provisional part as active. An active provisional part can be used in Request for Quotes (RFQs), vendor quotes, and bills of material. If this checkbox is left blank, this part will be considered inactive, indicating that it is not being used.
Enter a description for the provisional part containing up to 60 alphanumeric characters. This field is required.
Select "Make" or "Buy" to track this part's status in RFQs, vendor quotes, and bills of material. This selection will display as "M" for Make-type parts or "B" for Buy-type parts in the screens that apply. The default for this field is "Buy." If you manufacture this part, select "Make." If you purchase this part from an outside source, select "Buy."
Enter, or use Lookup to select, the provisional part type code to be assigned to this part. You can enter provisional part types in the Provisional Part Types screen in Costpoint Materials Estimating or Product Definition. Once you make a section, the description assigned to the Provisional Part Type code will default in the field to the right.
From this drop-down box, select a part type to be associated with this provisional part when establishing PBOMs and/or EBOMs, and when converting the provisional part to a standard part (if necessary). The system will assign this part type to the part after it is converted to a standard part. The system-defined selections are as follows:
Buy with Components - This indicates that the part and its components must be purchased.
Phantom - This indicates that the part is transient (nonstocked and non-ordered).
Reference - This indicates that the part will be shown on certain reports and pick lists for reference purposes only, but there are no required planned orders.
Standard - This is the system default and indicates that the part is used in inventory and in the planning process.
Tool - This indicates a special type of part that is consumed or used in the production process but is not direct material.
Enter, or use Lookup to select, a commodity code to associate with this provisional part. Lookup displays the commodity codes and descriptions that were established in the Commodity Codes screen in Costpoint Product Definition. Once you enter a commodity code, its description also displays.
Enter the CAGE ID code for this provisional part. The CAGE ID is a five-character alphanumeric code. If you selected "Make" in the Make/Buy field, this field will default the CAGE ID from the Product Definition Settings screen.
Use Lookup to select a valid industry classification code for this provisional part. You must establish industry classifications in the Industry Classifications screen in Costpoint Product Definition or Purchasing.
In this optional field, enter the estimated unit weight of the selected provisional part.
Enter the 20-character alphanumeric identification number of the appropriate specification covered by military sheet form standards.
Enter the national stock number for this provisional part, if applicable. This 20-character alphanumeric field is used for reference purposes only.
Select this checkbox 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 will be used as a default in Costpoint Bills of Material. If this checkbox is left blank, the quantity per assembly will not be considered "as required," and you must specify an exact quantity.
Select this checkbox to indicate that vendor quotes should always be requested for this part in the estimating process (i.e., in proposals and PBOMs). This will be used as a default throughout Costpoint whenever provisional parts are used.
From this drop-down box, select the policy type that indicates the lot sizing technique to be used for this provisional part. If you convert the part to a standard part, the policy type will be used in Costpoint Material Requirements Planning (MRP). This field defaults from the selection in the Default Order Policy drop-down box in the Product Definition Settings screen, but can be changed to one of the system-defined selections 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 you select this option, you must enter a minimum lot size or multiple for the calculated planned order to meet net requirements.
Order to Point - The inventory Reorder Process will automatically place 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 will automatically place 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 will combine 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 will be split into several orders, each not exceeding the maximum quantity.
Enter a minimum lot size. The calculated planned order will always be 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 will appear in place of the Minimum field if you selected "Reorder Point" in the Policy Type field. It displays the quantity that will be 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
Enter the scrap percentage for this part. This is your best estimate of what percentage of these parts will be accidentally destroyed, lost, or otherwise rendered unusable. The scrap percentage will default for all BOM lines in which this part is listed as a component.
Enter the estimated yield (%) of a manufacturing order for this parent for planning purposes. The default for this required numeric field is 100.00%, but you can change this to any value between 0.00 and 999.99. The yield percentage will default for all BOMs in which this part is listed as the assembly.
This field displays the total lead time that is calculated in the Provisional Part Lead Time subtask. The system derives it by adding the total number of days for all lead time types selected. The system will update this total when changes are made to the lead time selections.
Select this pushbutton to open the Comments subtask, where you can enter comments associated with this part.
Select this pushbutton to open the Documents subtask, where you can specify documents related to the part.
Select this pushbutton to open the Alternate Part Numbers subtask, where you can enter or edit related information.
Select this pushbutton to open the Provisional Part Lead Time subtask.
Select this pushbutton to open the Standard Text subtask, where you can enter or edit related information.
Select this pushbutton to view all Engineering Bills of Material (EBOM) assemblies in which the provisional part is used as a component part.
Select this pushbutton to view all component parts for the provisional part if it is used in an EBOM assembly.
Select this pushbutton to view all proposal bills of material (PBOM) assemblies in which the provisional part is used as a component part.
The PROV_PART table stores information for this screen. Information for goods is also stored in and/or pulled from the following tables, as indicated for the applicable subtasks of this screen: BOM_CONFIG, COMM, DOCUMENT, ENG_BOM, IND_CLASS, ITEM, ITEM_SETTINGS, ITEM_UM, MANUF, PART, PART_DOCUMENT, PART_PREF_TYPE, PBOM_HDR, PBOM_LN, PROP_HDR, PROP_ITEM_DTL, PROP_LN, PROV_ALT_PART, PROV_PART_DOCUMENT, PROV_PART_LT, PROV_PART_TEXT, PROV_PART_TYPE, QT_LN, RFQ_LN, RFQ_SELECTION, S_LT_TYPE, S_ORD_POLICY_TYPE, S_PART_TYPE, STD_TEXT, UM, VEND.