Use this screen to assign one or more projects to this part, and to enter material planning and QC information specific to that part/project.
Use this screen after initializing the Basic Part Data and Planning Part Data screens for a part. Return to this screen when you need to make changes or additions to part/project data.
Enter, or use Lookup to select, the part number to which alternate parts are assigned. The part must already have been entered in the Part Master table. You cannot enter or maintain new parts here; you must use the Basic Part Data screen. The part description will default into the unnamed field below.
The latest revision number of the part will display here but can be changed if necessary.
This field displays the unit of measure assigned to this part in the Basic Part Data screen.
The make/buy status assigned to this part in the Planning Part Data screen, or the Basic Part Data screen if planning part data does not exist, is displayed as "M" (Make) or "B" (Buy).
This field displays the order policy assigned to this part in the Planning Part Data screen.
Enter, or use Lookup to select, the project ID for this part. The project must already have been entered in the Maintain Project Master screen in Costpoint Project Setup and have a status of "Active."
Enter, or use Lookup to select, the preferred warehouse where this part will be received. The warehouse must already have been established in the Warehouse screen in the Inventory Controls menu of Costpoint Inventory. If a warehouse/location ID is assigned to the specified part in the Planning Part Data screen, it will display here.
If a preferred location has previously been assigned to the warehouse entered in the Preferred Warehouse field, it will automatically display here, or you can select a different preferred location where this part will be received. If a warehouse/location ID is assigned to the specified part in the Planning Part Data screen, it will display here.
Enter a unique identifier for the part's reorder point.
Enter the safety stock quantity for this part. This quantity will be used to help generate reorder information for materials planning and will be added to other requirements to determine how much inventory is required.
Enter "Y" (Yes) or "N" (No) to indicate whether substitutes are allowed for the part/project combination.
Enter the quantity required to be in inventory for this part. This will be used by future material management process to determine when an item needs to be ordered or replenished.
Enter the target inventory quantity desired for this part. This quantity can be used in addition to the reorder point to sustain an inventory level for this part for planning purposes.
Enter "Y" (Yes) to track lot numbers for this part when it is used with this project. "Y" will be displayed if the Lot checkbox was selected in the Tracking Required group box of the Basic Part Data screen, but it can be changed.
Enter "Y" (Yes) to track serial numbers for this part when it is used with this project. "Y" will be displayed if the Serial checkbox was selected in the Tracking Required group box of the Basic Part Data screen, but it can be changed.
Enter "Y" (Yes) to indicate that QC acceptance/inspection is required for this part/project. "Y" will be displayed if the QC Insp Reqd checkbox was selected in the Quality group box of the Basic Part Data screen, but it can be changed. This value will default to all purchase order lines for this part and, again, can be changed there if necessary.
Enter "Y" (Yes) if source inspection is required for this part/project. A government source inspection normally requires the vendor to obtain approval from a government inspector before the material can be shipped. "Y" will be displayed if the Source Insp Reqd checkbox was selected in the Quality group box of the Basic Part Data screen, but it can be changed. This value will default to all purchase order lines for this part and, again, can be changed there if necessary.
Enter "Y" (Yes) to indicate that the vendor must submit a certificate of conformance when this part is ordered for the specified project. A certificate of conformance is a legal document that certifies that the materials conform to certain specifications and requirements, and the vendor issues it. "Y" will be displayed if the Cert Conf Reqd checkbox was selected in the Quality group box of the Basic Part Data screen, but it can be changed.
Select this pushbutton to open the Substitute Project Parts subtask.
The PART and PART_PROJ tables store information for this screen. Information for standard parts is also stored in and/or pulled from the following tables, as indicated for this screen and the Substitute Project Parts subtask: ABC_CLASSIF, BUYER, COMM, INVT_ABBRV_CD, INVT_PROJ, ITEM, ITEM_LT, MRP_SETTINGS_CORP, PLANNER, S_LT_TYPE, S_ORD_POLICY_TYPE, S_PART_TYPE, S_PLAN_TYPE, S_STATUS_TYPE, UM, WHSE, WHSE_LOC.