Materials Domain

The modules in the Materials domain include applications that help you establish your setup and information for purchasing, procurement planning, and all other areas in your materials management.

Module	Application Functions
Product Definition	Provides Part Master, Services, and Goods tables to define item characteristics. Creates and maintains provisional part information for planning purposes in other Costpoint functions. Maintains commodity codes, product types, product classifications, units of measure and conversion, standard text, part preference types, and manufacturers. Contains part descriptive information, material planning data and project data, and information for alternate and substitute parts. Maintains item-specific information including standard text, vendors, and item cost for projects in this module.
Bills of Material	Establishes and maintains hierarchical relationships of parts in a Bills of Material (BOM) structure. Enables you to plan, produce, and design manufactured/purchased items and parts/assemblies in an engineering environment. Customizes setup, establishes Manufacturing Bills of Material (MBOMs) for production planning and Material Requirements Planning (MRP), and creates, maintains, and releases Engineering Bills of Material (EBOMs). Provides online BOM inquiries to view assemblies and single-level or multi-level components of assemblies. Enables seamless exchange of part information between manufacturing and engineering environments. Provides flexibility for modes of reporting and analysis.
Routings	Controls parameters and default information. Defines and maintains work center types. Sets up and maintains operation types to categorize labor and subcontract operations. Sets up and maintains process types to categorize labor and subcontract processes. Sets up and maintains resource types to categorize key resources. Defines key resources for rough-cut capacity planning. Defines and maintains labor classifications to categorize labor operations and routings for reporting purposes. Defines and views maintenance types for equipment and/or work centers. Sets up both preventive and repair maintenance types and uses these types to record when maintenance was performed and when it is next required. Defines and tracks machine, test, and tooling equipment used in the production process. Defines work centers (a group of machines and/or a group of employees responsible for building products) that comprise company production processes.
Engineering Change Notices	Creates Engineering Change Notices (ECNs) and submits them for approval, identifies ECNs requiring approval, and monitors approval status. Implements configuration changes specified by approved ECNs, including parts, MBOM assemblies and components, EBOM assemblies and components, documents, and routings. Identifies different functional groups within a company that may be affected by an ECN. Defines ECN operations, including ECN ID schemes, ECN approval methods, and linking between Engineering Change Notices and Workflow. Establishes and maintains ECN rejection codes, as well as priority codes for ECNs and their descriptions.
Procurement Planning	Streamlines procurement of materials, supplies, and services. Defines requests for quotes and requisitions. Creates and maintains quotes and quote requests by either item or vendor. Creates requisitions, approves purchase requisitions, assigns requisitions to buyers, enables process requisitions, sets up purchase order header data, creates purchase orders, and prints hard copies of requisitions. Maintains vendor data for sharing with Accounts Payable, maintains vendor settings and terms, calculates vendor performance, and maintains and prints Vendor tables.
Purchasing	Facilitates procurement of materials, supplies, and services. Defines characteristics for purchase orders. Maintains buyers, purchase order line charge types, purchase order standard text, branch locations, units of measure, commodity codes, procurement types, and purchase order print options. Displays ship IDs and maintains vendor data that is shared with Costpoint Accounts Payable. Creates various types of purchase orders. Creates blanket releases, opens pending purchase orders, expedites purchase orders, maintains purchase order expediting notes, creates purchase order change orders, and prints hard copies of purchase orders and purchase change orders. Exports data from Costpoint into delimited text files that can be uploaded into the Deltek eProcurement system, where data can be used to generate purchase orders and record receiving activity. Exportable data includes addresses, project/account/organization data, vendors, inventory abbreviations, line charge types, and requisitions. Imports purchase orders and subcontract purchase order status updates from ASCII files into Costpoint.
Receiving	Receives items, inspects them against orders, and places them into an inventory location. Establishes vendor rejection reason codes and their descriptions, returns vendor materials already received and accepted on purchase orders, and displays purchase order information. Imports purchase order receipts from ASCII or comma-separated files into Costpoint.
Inventory	Issues, reserves, transfers, tracks, and controls inventory parts. Manages both project-specific and company-owned inventory, as well as government-furnished equipment and materials. Establishes and maintains warehouses and locations to track parts; also issues, adjusts, transfers, and reserves inventory. Displays inventory status and history, adjusts records to reflect information derived from physical counts, and updates the General Ledger with appropriate dollar values.
Production Control	Enables planning and production of manufactured items. Establishes control parameters and default data to be used throughout the module. Establishes and maintains manufacturing orders. Copies bills of material and routings to manufacturing orders to generate material requirements lists. Records all labor and subcontractor processing requirements. Displays status for manufacturing orders, part inventory, and shortages. Generates material requirement reports, purchase requisitions, manufacturing orders, and inventory reservations. Determines material availability for potential future jobs, plans new jobs, and checks the status of existing jobs. Checks current inventory availability for single projects, multiple linked projects, or all inventory projects.
Sales Order Entry	Facilitates selling products, services, and materials to commercial or government customers for use by manufacturers, system integrators, or any other business entity selling materials, supplies, or services. Tracks customer orders throughout the entire process: from initial entry, procurement, and item issuing and shipment, to invoicing and General Ledger posting.
Master Production Scheduling	Assists in planning and managing end item production to meet customer demand within your resource constraints. Develops comprehensive production schedules for use in generating Material Requirements Planning (MRP) plans for all components and subassemblies. Enters, copies, and maintains time-phased demand forecasts for both end items and their components to drive manufacturing and purchasing activities. Links to the Sales Order Entry module to allow for automatic consumption of sales forecasts as firm sales orders arrive. Also enters and maintains other forecasts that cannot be consumed by sales orders. Creates "what-if" production scenarios by setting up alternative Master Production Scheduling (MPS) planning codes. Copies data between your main production plan and what-if plans. Generates orders and messages for each plan to demonstrate impacts of alternate plans on production and purchasing. Forecasts the impact of MPS plans on key resources, determines weekly loads on key resources, and identifies over-capacity conditions. Generates planned orders and action messages for MPS planned parts. Generates purchase requisitions, manufacturing orders, and transfer reservations from MPS planned orders.
Material Requirements Planning	Facilitates planning and management for end item production to meet customer demand. Enables development of comprehensive production schedules for use in generating MRP plans for all components and subassemblies. Enters, copies, and maintains time-phased demand forecasts for both end items and their components to drive manufacturing and purchasing activities. Enables creation of "what-if" production scenarios and determines how MPS plans might impact user-defined key resources. Defines planning routings for end items and uses manufacturing bill of material and routing information to generate them automatically.
Materials Estimating	Develops and maintains cost estimates for end items and proposed bills of material. Establishes and maintains proposals and links single or multiple Proposal Bill of Materials (PBOM) to specified proposals. Enables multiple proposal revisions, each associated with a unique set of end items (standard parts, goods, services, and provisional parts) and quantities. Loads end item lists into proposals, and supports use of provisional parts that are stored outside the main part master. Links PBOMs to user-defined Work Breakdown Structure (WBS) codes for additional sorting and cost rollup options, and replaces or deletes component parts for PBOMs. Calculates and reports PBOM and proposal costs. Displays purchase order, manufacturing order, and quote history for individual parts in the PBOM. Determines costs at the PBOM end item and proposal levels. Enables manual cost maintenance.
Supplier Portal	Provides access to purchase orders (PO) issued by buyers. Allows you to submit shipping notifications, generate invoices, and approve invoices. Streamlines communications between companies’ purchasing and accounts payable departments as well as their suppliers, vendors, and subcontractors.