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Create Provisional Part Subtask

Use this subtask to create and maintain provisional part data.

Provisional parts are parts that are not yet (and might never be) defined as standard parts, and are used for planning purposes only.

You can use provisional parts in proposals, proposal bills of material (PBOMs), unreleased Engineering Bills of Material (EBOMs), Requests for Quotes (RFQs), and vendor quotes. Before you can use a provisional part in any other function, you must first use the Convert Provisional Parts to Standard Parts screen to convert it to a standard part.

Provisional part data can also be maintained on the Manage Provisional Parts screen and is stored in a separate table (PROV_PART) from standard part data.

Contents

Field Description
Part ID

Enter a provisional part ID. This provisional part ID is used throughout Costpoint to identify the part. If you enter the ID and revision of an existing standard part, good, or service and attempt to save the record, and the Allow Multiple Revisions for Each Item check box is selected on the Corporate Settings block of the Configure Product Definition Settings screen, Costpoint displays a message that the item already exists.

Rev

Enter up to three characters in this field to track multiple modifications or revision levels for each provisional part. If the Allow Multiple Revisions For Each Item check box is selected on the Configure Product Definition Settings screen, you can store multiple revisions of the same item in the database at the same time. Costpoint treats each revision as a separate item. If the Allow Multiple Revisions For Each Item check box is not selected, only the last revision of the item is stored.

If you are using revisions, the last revision assigned to the part defaults.

U/M

Enter, or click to select, a unit of measure for this provisional part. Define units of measure on the Manage Units of Measure screen. The default is EA (Each).

Part Description

Enter a description for the provisional part.

Make/Buy

Select Make or Buy to track this part in PBOMs, EBOMs, and proposals. This selection displays as Make or Buy on various screens. The default for this field is Buy. If this is a part you manufacture, select Make. If this is a part you purchase from an outside source, select Buy.

Provisional Part Type

Enter, or click to select, the provisional part type code to assign to this part. Establish provisional part types on the Manage Provisional Part Types screen. The field to the right displays the description of the Provisional Part Type after you select a code.

Part Type

From this drop-down list, select a part type to associate with this provisional part when you establish PBOMs and/or EBOMs. Costpoint assigns this part type to the part if you convert it to a standard part. The system-defined selections are as follows:

  • Buy with Components: The part and its components must be purchased.
  • Phantom: The part is transient - not stocked and not ordered.
  • Reference: The part appears on certain reports and pick lists for reference purposes only, but there are no required planned orders.
  • Standard (Default): The part is used in inventory and in the planning process.
  • Tool: This part is not direct material, but it is used in or consumed by the production process.
Commodity

Enter, or click to select, a commodity code to associate with this provisional part. Establish commodity codes on the Manage Commodity Codes screen. The field to the right displays the commodity description after you select the commodity code.

Always Quote

Select this check box to indicate that vendor quotes must always be requested for this part in the estimating process. This is used as a default throughout Costpoint whenever provisional parts are used.

Industry Class

Click to select a valid industry classification code for this provisional part. Establish industry classifications on the Manage Industry Classifications screen or under the Purchasing Controls menu. The field to the right displays the industry classification description after you select the industry class code.

Save Provisional Part

Click this button to save the provisional part created.