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 code is an alphanumeric code and is also available on the Manage Parts and Manage Manufacturers screens. This CAGE ID is a default for all "make" or manufactured parts in the Manage Parts screen.
From this drop-down list, select the policy type that is used for planning purposes and for this part in Costpoint Material Requirements Planning (MRP) and Master Production Scheduling (MPS). The system-defined selections are:
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.
Discrete Lot Size — The planned order quantity must always equal the quantity of the net requirements.
Under United States government defense regulations, activities relating to the production, export, and import of defense-related articles, services, and materials (collectively referred to as “items”) are tightly controlled under the International Traffic in Arms Regulations (ITAR) if those items fall within the United States Munitions List (USML) issued by the U.S Department of State.
ITAR bylaws state that information relating to items on the USML may only be shared with U.S. persons, except where exemptions have been obtained from the U.S. Department of State (DOS). The DOS defines a U.S. person as a lawful permanent resident of the United States, such as a citizen or a permanent resident card holder of the United States. A U.S. organization can face heavy fines if they have provided foreign (non-U.S.) persons access to ITAR-protected defense items without authorization.
Use this group box to apply security restrictions in Costpoint so that any part data that is subject to security controls is visible, editable, or available only to users that have been authorized for access on the Manage Security Groups screen. Also, use this group box to select whether or not to capture in an audit log instances when restricted records are accessed by either an authorized user, an unauthorized user, or both.
Select this option to apply part data security controls. This enables the Part Security field in a number of Costpoint applications This field indicates whether the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).
Based on the selected option from this drop-down list, instances when restricted items referenced in MBOM, EBOM, and documents are either viewed by an authorized user or attempted to be viewed by an unauthorized user are captured in an audit log. From this drop-down list, select one of the following:
None — Access or attempts to access items that are subject to part data security will not be recorded in the audit log.
Unauthorized Only — Access to items that are subject to part data security by authorized users will be recorded in the audit log.
Unauthorized & Authorized — Access to items that are subject to part data security by authorized users and attempted access to items subject to part data security by unauthorized users will be recorded in the audit log.
You can view information captured in the audit log table on the View Part Data Security Audit Log screen.
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 Manage Parts 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 on the Manage Parts screen, and can be modified. 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 on the Manage Purchase Order 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 on the Manage Parts screen, and can be modified. 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 on the Manage Parts screen, and can be modified. 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 Costpoint. These defaults are used in the purchase order if the Use Item Type Default option is selected in the Taxable Status field on the Other Defaults tab of the Manage Purchase Orders screen or if the Use Item Type Default option is selected in the Tax Status field on the Other Information tab of the Manage Purchase 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 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 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 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 on the Manage Line Charge Types screen. If you leave this check box clear, the PO line charge types defaults to Non-taxable.
Use this group box to enter different types of information that default into various Costpoint Product Definition, Purchasing, and Inventory screens.
Use this group box to indicate whether or not an item description can be modified in the purchase order or requisition. The part, service, or goods description automatically defaults into the purchase order, but can be modified depending on which check boxes you select.
Select this check box to allow buyers to modify part descriptions on purchase order and requisition lines. A modification to a description on a purchasing screen does not update the part description on the Manage Parts screen. If you leave this check box clear, you cannot modify the part description on the purchase order or requisition line.
Select this check box to allow buyers to modify goods or services descriptions on purchase order and requisition lines. A modification to a description on a purchasing screen does not update the goods or services description on the Manage Goods or Manage Services screens. If you leave this check box clear, you cannot modify the goods or services description on the purchase order or requisition line.
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 on the Manage Alternate Parts screen. A non-preferred alternate part is a 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 on the Assign Vendors to Items 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 on the Assign Vendors to Items 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 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.
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, you must select a default vendor restriction. This restriction is initially applied to all parts, and can be modified on the Maintain Parts screen. 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.
Use this block to establish all corporate Product Definition settings. This block is disabled if your user ID does not have maintenance rights for the company ID when you first log into Costpoint.
This check box defaults to selected and cannot be edited to avoid conflict with established data used in integrating with the Manufacturing Execution System (MES).
Select this check box to force each company to maintain their own item master records.
From this drop-down list, select how the last revisions are determined:
Alphanumeric — Last revision is determined by the alphanumeric value.
Date Added — Last revision is determined by the date on which the item record was added.