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A user flow is a series of screen links and subtasks that display in key master data screens.
Use the Goods User Flow to progress in a logical order through the set up process. Access related screen links and subtasks to complete the set up and initialization of key master data.
You can go backwards or forwards in the flow, access the links in any order, and skip over unneeded links. When you access a link, the system automatically displays the link name in bold in the user flow to help you identify your position in the flow.
For a new record, enter all required data (denoted by a red asterisk), in the Basic Information screen of the Goods User Flow.
You can enter other related information in additional screens via the screen links, since all linked screens in the flow are associated only with the identifier good entered or queried in the first screen.
As with other Costpoint web screens, there are links available on the main screen that enable you to enter or access related information.
Goods User Flow is designed to facilitate the creation of new goods. It defaults to a Basic Information screen containing an Identification block, 2 tabs, 2 subtasks, and 3 screen links. They can be used in the following manner:
Use the Identification Block to view goods identification, revision, and description. This block displays regardless of which subtask or tab is currently active.
Use the Characteristics tab to identify characteristics inherent to specific goods.
Use the Comments tab to establish any additional goods information.
Use the Assigned Standard Text subtask to enter the standard text and link it with a specific good for printing on purchase orders. Define where the standard text is to be used using the Where-Used subtask.
Use the optional User-Defined Info subtask to enter information about the project or task that is not identified elsewhere in the Basic Info screen.
Use the Vendors screen link to establish vendors for a specific good.
Use the Item Billings screen link to establish billing information for a specific good.
Use the Costs screen link to establish the specific costs for a specific good.
Use these screens when you need to create a new good or when you need to change the data related to an existing good.
You may choose to first set up all the required data and return later to add the other information, or you may choose to set up all of the good information at one time.
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Note: Your entry of goods data only in the
Basic Info screen is the absolute minimum amount of information necessary
for purchasing and inventory functions. To engage other functions for
a good, you must enter additional information in the screen links. |
Use the fields in this block to assign basic information to a specific good, including the identification number, revision, and description.
This screen is the starting point for good initialization. You must enter data in the block before you can enter any additional good information. Additional maintenance of this screen is only required when you change information related to the good.
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Note: The Identification block automatically
displays on the screen regardless of which tab, subtask, or screen link
is currently active. |
After you have set up the good's basic information, you can add optional information such as assigned standard text and other user-defined information.
Goods ID *
For a new good, enter a unique part identification of up to 30 alphanumeric characters.
To change data for an existing good, use Query to select the good and make your changes.
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Note: If you enter an existing goods ID and attempt to save the record, the system will display an error message indicating that the part ID already exists. |
Once saved, this Goods ID will be used throughout the system as the main identifier for the good.
Enter the revision of the good using up to 3 alphanumeric characters, as applicable.
If the Allow Multiple Revisions for Each Item checkbox is selected in the Product Definition Settings screen (Administration\Configure\Materials), you can store multiple revisions of the same good in the database at the same time. The system will treat each 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 good will automatically display, but can be edited as necessary.
Enter a description for the good, up to 50 alphanumeric characters. This description is associated with the goods ID as long as the good is active.
* A red asterisk denotes a required field.
Select the Assigned Standard Text screen link to enter the standard text to associate with a specific good. You can print standard text on purchase orders for this good using the Where-Used subtask.
Select the optional User-Defined Info link to enter information about the project or task that is not identified elsewhere in the Basic Info screen.
Changes to this screen update the ITEM (Item) table.
