Use this screen to establish control parameters and default information that customizes the use of Costpoint Product Definition. Some of the parameters established here serve as defaults in other modules within Materials, such as Costpoint Purchasing and Inventory.
Set up this screen when initializing the system.
Enter your Company's Commercial and Government Entity (CAGE) code, if applicable. The CAGE ID is a five-character alphanumeric code and is also available in the Basic Part Data and Manufacturers screens. This CAGE ID is a default for all "make" or manufactured parts in the Maintain Parts and Basic Part Data screens.
From this drop-down box, select the policy type that will be used for planning purposes and for this part in Costpoint Material Requirements Planning (MRP) and Master Production Scheduling (MPS). The system-defined selections are:
Discrete Lot Size – The planned order quantity must always equal the quantity of the net requirements.
Min/Mult Lot Size – A lot size must be specified for meeting net requirements. When generating purchase requisitions or manufacturing from planned orders, the order quantity must be no less than the minimum quantity, and must be a multiple of the multiple lot quantity.
Order to Point – The Inventory Reorder Report automatically places a purchase requisition for this part to reach the specified order-to point quantity whenever the inventory quantity is less than or equal to the reorder point.
Period – The lot size must equal the net requirement for the specified number of shop calendar days.
Reorder Point – The Inventory Reorder Report automatically places a purchase requisition for this part whenever the inventory quantity is less than or equal to the reorder point.
Use this group box to enter different types of information that will default into various Costpoint Product Definition, Purchasing, and Inventory screens.
Use this group box to indicate whether or not an item description can be changed in the purchase order or requisition. The part, service, or goods description automatically defaults into the purchase order, but can be changed depending on which check boxes you select.
Select this check box to allow buyers to change part descriptions on purchase order and requisition lines. A change to a description on a purchasing screen does not update the part description in the Basic Part Data screen. If you leave this check box clear, you cannot change the part description on the purchase order or requisition line.
Select this check box to allow buyers to change goods or services descriptions on purchase order and requisition lines. A change to a description on a purchasing screen does not update the goods or services description in the Goods or Services screens. If you leave this check box clear, you cannot change the goods or services description on the purchase order or requisition line.
Select this check box if you are using receipt tolerances for purchased items. A receipt tolerance is the percentage by which purchase order receipts are allowed to exceed the target order quantity. If you entered a receipt tolerance for the item, it is loaded as a default to the purchase order and requisition lines for overshipment calculations. If you leave this check box clear, you cannot enter a receipt tolerance percentage for individual items or in the purchase order.
Use this group box to enter default information for quality control inspection, source inspection requirements, and certificate of conformance to be used as defaults in part screens. These check boxes serve only as defaults for the Basic Part Data screen. You can override them at the item level and again at the purchase order line level. The purchase order line controls the requirement.
Select this check box to require QC inspection for parts by default. This setting appears in the Quality group box of the Basic Part Data screen, and can be changed if necessary. QC inspection means that you require the acceptance and/or rejection of parts to be a separate function from the receiving process. If you leave this check box clear, a separate QC function is not required, and you can perform acceptance in the Enter PO Receipts screen in Costpoint Receiving.
Select this check box to require a source inspection for parts by default. This setting appears in the Quality group box in the Basic Part Data screen, and can be changed if necessary. A government/customer source inspection normally requires the vendor to obtain approval from a government/customer inspector before the material can be shipped. If you leave this check box clear, a source inspection is not required.
Select this check box to require a certificate of conformance for parts by default. This setting appears in the Quality group box of the Basic Part Data screen, and can be changed if necessary. A certificate of conformance is a legal document that certifies that the materials conform to certain specifications and requirements. The vendor issues this when the part is ordered. If you leave this check box clear, a certificate of conformance is not required.
Use this group box to determine the default taxable status for all parts, goods, services, and miscellaneous items in the system. These defaults are used in the purchase order if the Use Item Type Default option is selected in the Defaults subtask of the Enter POs screen or the Header subtask for the Enter Requisitions screen.
Select this check box to make all parts taxable when they are added to the purchase order line. You can override this value in the purchase order and requisition line if necessary. If you leave this check box clear, the part's status defaults to Non-taxable on the PO and requisition line.
Select this check box to make all goods taxable when they are added to the purchase order line. You can override this value in the purchase order and requisition line if necessary. If you leave this check box clear, the good's status defaults to Non-taxable on the PO and requisition line.
Select this check box to make all services taxable when they are added to the purchase order line. You can override this value in the purchase order and requisition line if necessary. If you leave this check box clear, the services default to Non-taxable on the PO and requisition line.
Select this check box make all new purchase order line charge types taxable. You can override this value in the PO Line Charge Types screen, if necessary. If you leave this check box clear, the PO line charge types defaults to Non-taxable.
Use this group box to indicate whether or not a warning is desired when purchasing undocumented or non-preferred alternate parts. An undocumented alternate part is a part that does not already exist in the alternate part file. A non-preferred alternate part is that part that exists, but is not marked as a preferred alternate part.
Select this check box to provide a warning message to the buyer when an alternate part that does not contain the preferred status is entered in the purchase order or requisition. If you leave this check box clear, no warning is given.
Select this check box to provide a warning message to the buyer when an alternate part that does not exist as an alternate part is entered in the purchase order or requisition. If you leave this check box clear, no warning is given.
Use this group box to indicate whether or not preferred or approved vendors are required in purchase orders and requisitions for all products.
Select this check box to prevent the purchase of a part when the vendor selected is not approved for that part in the Assign Vendors screen. If you leave this check box clear, you can select a vendor even though the vendor is not approved.
Select this check box to prevent the purchase of a part when the vendor selected is assigned to that part in the Assign Vendors screen. You will also get an error if the vendor is assigned, but is flagged as unapproved. If you leave this check box clear, you can select a vendor even though the vendor is not assigned.
Select this check box if you want to set vendor restrictions on a part-by-part basis. If you leave this check box clear, the Assigned Vendor is Not Approved and Vendor is Not Assigned to Part settings apply to all parts.
If you selected the Use Part Level Vendor Restrictions check box, select a default vendor restriction. This restriction is initially applied to all parts, and can be changed in Maintain Parts. Available options are:
Approved – By default, the selected vendor must be approved for the part.
Assigned – By default, the selected vendor must be assigned to the part. Vendors specifically flagged as unapproved for this part are also disallowed.
No Restriction – By default, any vendor can be selected for the part.
Click this button to access the Product Definition Corporate Settings subtask. You can access the settings in this subtask if your User ID has maintenance rights for the company ID when you first log into Costpoint.
The ITEM_SETTINGS table stores the settings from this screen.