A user flow is a series of screen links and subtasks that display in key master data screens.
Use the user flow to progress in a logical order through the setup process. Access related screen links and subtasks to complete the setup 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 where you are in the flow.
For a new record, enter all required data (denoted by a red asterisk), in the Basic Info screen of the 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 part entered or queried in the first screen.
As with other Costpoint web screens, there may be links available on the main screen or on the linked screens in the user flow that enable you to enter or access related information.
Parts User Flow is designed to facilitate the creation and maintenance of parts. Parts User Flow defaults to a Basic Info screen containing an Identification block, 3 tabs, 5 subtasks, and 8 screen links. The flow components can be used in the following manner:
Use the Identification Block to enter part identification, revisions, and the part description. This block displays regardless of which screen link, subtask or tab is currently active.
Use the Characteristics tab to identify characteristics inherent to specific parts.
Use the Serial Lot Information tab to establish tracking information for a specific part.
Use the Comments tab to establish any additional part information.
Use the Units of Measure subtask to specify which units of measure apply for that part.
Use the U/M Conversions subtask to define how one measurement unit converts to another for the specified part.
Use the Assigned Standard Text subtask to select pre-defined standard text and link it with a specific part for printing on documents such as purchase orders. The Where-Used subtask displays the documents for which the standard text will be eligible.
Use the Documents subtask to link external documents to the selected parts.
Use the User-Defined Info subtask to enter additional information about the part.
Use the Planning screen link to establish inventory, planning, and order details for the selected part.
Use the Alternate Parts screen link to specify equivalent manufacturer and vendor part numbers for the selected part.
Use the Substitute Parts screen link to list other parts that can be used in place of the specified part.
Use the Project Requirements screen link to link projects to the part and designate specific quality tracking and ordering rules.
Use the Vendors screen link to link vendors for the specified part.
Use the Item Billings screen link to establish billing information for the specified part.
Use the Costs screen link to establish the costs for the specified part.
Use the Project Item Costs screen link to establish the costs for the specified part for a specific project.
Use these screens when you need to create a new part or when you need to change the data related to an existing part.
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 the part information at one time.
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Note: Entering part data in the Basic Info
screen only is the absolute minimum amount of information necessary for
purchasing and inventory functions. |
Use the fields in this block to assign basic information to a specific part, including the identification number, revision, and description.
This screen is the starting point for part initialization. You must enter data in the block before you can enter any additional part information. Additional maintenance of this screen is only required when you change information related to the part.
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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 part's basic information, you can add optional information such as units of measure and their conversion, assigned standard text, documents, and other user-defined information.
Part ID *
For a new part, enter a unique part identification of up to 30 alphanumeric characters.
To change data for an existing part, use Query to select the part and make your changes.
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Warning: If
you enter an existing part ID and attempt to save the record, the system
will display an error message indicating that the part ID already exists. |
Once saved, this Part ID will be used throughout the system as the main identifier for the part.
Enter the revision of the part 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 item in the database at the same time. The system will treat each revision as a separate item. Once a part record is saved, the revision is not editable.
If the Allow Multiple Revisions for Each Item checkbox is not selected, only the last revision of the item will be stored. If you do not allow multiple revisions, you can enter the last revision assigned to the part and change it as necessary.
Enter a description for the part, up to 50 alphanumeric characters.
* A red asterisk denotes a required field.
Select the Units of Measure screen link to open a list of available measurement units or to create a new unit.
Select the U/M Conversions screen link to define how one measurement unit converts to another.
Select the optional Assigned Standard Text screen link to enter the standard text to associate with a specific part. You can print standard text on purchase orders for this part using the Where-Used subtask.
Select the optional Documents screen link to enter the documents that will be associated with a specific part, if applicable.
Select the optional User-Defined Info screen 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 PART (Parts) and ITEM (Items) tables.
