Use this screen to convert provisional parts into standard parts, and determine how provisional parts are selected for conversion. You can replace all instances in which the provisional part is used with the new converted standard part. Such changes are made to Proposals and related Proposal Bills of Material (PBOMs), Requests for Quotes (RFQs), RFQ Selections, Vendor Quotes, and Engineering Bills of Material (EBOM).
Provisional parts are identified and listed in the table window after you select the Autoload pushbutton. Use any of the five subtasks in this screen to view display-only details regarding the proposals, RFQs, vendor quotes or EBOMs where the provisional parts reside. Once the part conversion is complete, the system deletes the provisional part from the Maintain Provisional Parts screen, but it is still accessible in the Maintain Parts or Basic Part Data screens.
After you make your selections in this group box, you must select the Autoload pushbutton to populate the table window before you can process any data. Once the table window is populated, select the Preview, Print, Process, or Process/Print buttons in the toolbar at the top of the screen to process and/or view the data.
Use this drop-down box to specify the method by which provisional parts will be selected for conversion. There are three system-defined options available:
Prov Part - Select this option to autoload a provisional part or range of provisional parts as indicated in the To and/or From fields.
Proposal - Select this option to autoload a provisional part or range of provisional parts that exist in a proposal or range of proposals (as indicated in the To and/or From fields). After you select the Autoload pushbutton, the system checks for provisional parts within each proposal/revision. These parts may exist as end items of the proposal or components within a proposal bill of material for an end-item. The resulting provisional part data will appear in the table window. A particular provisional part/revision combination is listed only once, regardless of the number of instances in which it appears in the proposal or proposal range. If you select the Process or Process/Print buttons on the toolbar, the provisional parts that exist within the proposal or proposal range will be converted into standard parts.
EBOM - Select this option to autoload a provisional part or range of provisional parts that exist in an Engineering Bills of Material (EBOM) assembly. If you select this option, you can enter only one assembly/revision; multiple EBOM options are not available. The Range Option field defaults to "One," and only the From and Rev fields are enabled. Use the Lookup button on the toolbar to select an unreleased EBOM assembly, or use the Lookup Prov Part pushbutton to select a provisional part that exists as an unreleased EBOM assembly. After you populate the From field and select the Autoload pushbutton, the system checks for provisional parts that may exist at the top-level assembly itself or as components within the EBOM of the top-level assembly. The resulting provisional part data will appear in the table window. A particular provisional part/revision combination will be listed only once, regardless of the number of instances in which it appears in the EBOM (and applicable lower-levels). The EBOM explosion will have to be performed for all lower-levels. configurations, and effectivity dates will be ignored. If you select the Process or Process/Print buttons on the toolbar, the application will convert the provisional parts that exist within the EBOM (and applicable lower-levels) into standard parts.
Use this drop-down box to select a range of provisional parts or proposal IDs to be processed. The system-defined selections in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "One."
Enter, or use Lookup to select, the beginning provisional part, proposal ID, or EBOM that you would like to process. You can also enter, or use Lookup to select, the revision number of the provisional part, proposal ID, or EBOM, if applicable. This field is enabled only if you select "One," "Range," or "To End" in the Range Option drop-down box.
Enter, or use Lookup to select, the ending provisional part or proposal ID that you would like to process. This field will be disabled if you selected "EBOM" in the Select By drop-down box. You can also enter, or use Lookup to select, the revision number of the provisional part or proposal ID, if applicable. This field is enabled only if you select "Range" or "From Beginning" in the Range Option drop-down box.
When you select the Autoload pushbutton, the main screen table window loads with all applicable rows of provisional part data, based on the items in the Selection Criteria group box.
After you select the Autoload pushbutton, this table window loads with all applicable rows of provisional part data (based on the items in the Selection Criteria group box) as it appears for the provisional part in the Maintain Provisional Parts screen. The "Standard Part" fields default with the same key information that displays in the "Provisional Part" fields. You can modify the following defaulted standard part fields after the conversion is finished: Convert Prov to Std, Standard Part, Standard Part Rev, Standard Part Description, Standard Part Type, Standard Part Make/Buy, Standard Part Commodity and Standard Part Industry Class.
These columns display the provisional part ID, revision (if applicable), and description from the Maintain Provisional Parts screen.
This column defaults from the selection made in the Part Type drop-down box in the Maintain Provisional Parts screen. The following options may appear in this field: "S" (Standard), "B" (Buy with Components), "P" (Phantom), "R" (Reference) or "T" (Tool).
This column will display "M" if the provisional part is a make-type part or "B" if the provisional part is a buy-type part.
This column displays the provisional part type code assigned to this part. Provisional Part Types are entered in the Provisional Part Types screen in Costpoint Materials Estimating or in the Product Definition Controls menu. They are assigned to the part in the Maintain Provisional Parts screen.
This column displays the provisional part commodity code assigned to this part. Commodity Codes are established in the Costpoint Product Definition Controls menu, and assigned to the part in the Maintain Provisional Parts screen.
This column displays the provisional part industry classification code assigned to this part. Industry classifications must first be established in the Industry Classifications screen in the Product Definition Controls menu or in the Purchasing Controls menu of Costpoint Purchasing. They are assigned to the part in the Maintain Provisional Parts screen.
This column displays "Y" to indicate that the row has been selected for the conversion process. Enter "N" in this field to deselect this row from being converted, and the part on that row will remain a provisional part.
Enter the ID of the standard part to which the provisional part will be converted. The new standard part will have a "Released" part status.
Enter the description of the new standard part.
Enter the part type for the new standard part. The system-defined selections are as follows:
"B" (Buy with Components) - Select this option if the part and its components must be ordered.
"P" (Phantom) - Select this option if the part is transient (nonstocked and non-ordered).
"R" (Reference) - If you select this option, the part will be shown on certain reports and pick lists for reference purposes only, but there will be no required planned orders.
"S" (Standard) - This is the system default. Select this option if the part is used in inventory and in the planning process.
"T" (Tool) - Select this option if the part is consumed or used in the production process but is not direct material.
Enter "M" if the new standard part will be a make-type part, or "B" if the part will be a buy-type part. Modifying this value will not affect existing instances of this code in proposals, PBOMs, and EBOMs where the provisional part is currently used; each instance must be modified manually.
Enter, or use Lookup to select, the commodity code for the new standard part. Commodity codes are established in the Product Definition Controls menu.
Enter, or use Lookup to select, the industry classification code for the new standard part. Industry classification codes are established in the Product Definition Controls menu.
Select this pushbutton to view the Quotes Where-Used subtask. This non-editable subtask displays the quotes for which the selected provisional part is a quote line item.
Select this pushbutton to view components of the EBOM for which the provisional part is the assembly.
Select this pushbutton to view EBOM assemblies where the provisional part exists as a component.
Select this pushbutton to view proposals involving the provisional part.
Select this pushbutton to view requests for Quotes involving the provisional part exists.
This pushbutton is enabled only when the "EBOM" option is chosen in the Select By drop-down box. With your cursor in the From/Rev fields, use the standard Lookup button on the toolbar to select an unreleased EBOM assembly, or use the Lookup Prov Part pushbutton to select a provisional part that exists in an unreleased EBOM assembly.
The FUNC_PARM_CATLG table stores the parameter settings for this screen. Information for converting provisional parts to standard parts is also stored in and/or pulled from the following tables, as indicated for the applicable subtasks of this screen: BOM_CONFIG, COMM, ENG_BOM, IND_CLASS, ITEM, ITEM_UM, PART, POST_SEMAPHORE, PROP_HDR, PROP_ITEM_DTL, PROP_LN, PROV_ALT_PART, PROV_PART, PROV_PART_TEXT, QT_HDR, QT_LN, RFQ_HDR, RFQ_LN, S_PART_TYPE, STD_TEXT, VEND, VEND_ADDR.