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Project Requirements Subtask

Use this subtask to assign one or more projects to this part, and to enter material planning and QC information specific to that part/project.

Use this subtask after initializing the main screen and the Planning Details subtask for a part. Return to this subtask when you need to make modifications or additions to part/project data.

Table Window

Field	Description
Project	Enter, or use to select, the project ID for this part. The project must already have been entered on the Manage Project User Flow screen in Project Setup and have a status of Active.
QC Insp Required	Select Yes to indicate that QC acceptance/inspection is required for this part/project. Yes displays if the QC Inspection Required check box was selected in the Quality group box on the Characteristics tab, but it can be modified. This value will default to all purchase order lines for this part and, again, can be modified there. The default is Yes.
Source Insp Required	Select Yes if source inspection is required for this part/project. A government source inspection normally requires the vendor to obtain approval from a government inspector before the material can be shipped. Yes displays if the Source Inspection Required check box was selected in the Quality group box on the Characteristics tab, but it can be modified. This value will default to all purchase order lines for this part and, again, can be modified there. The default is No.
Cert of Conf Required	Select Yes to indicate that the vendor must submit a certificate of conformance when this part is ordered for the specified project. A certificate of conformance is a legal document that certifies that the materials conform to certain specifications and requirements, and the vendor issues it. Yes displays if the Certificate of Conformance Required check box was selected in the Quality group box on the Characteristics tab, but it can be modified. The default is Yes.
Allow Substitutes	Select this check box to indicate that substitutes are allowed for the part/project combination. The system default leaves this check box blank.
Reorder Point Quantity	Enter the quantity required to be in inventory for this part. This is used by future material management process to determine when an item needs to be ordered or replenished.
Order-To Quantity	Enter the target inventory quantity desired for this part. This quantity can be used in addition to the reorder point to sustain an inventory level for this part for planning purposes.
Safety Stock Quantity	Enter the safety stock quantity for this part. This quantity is used to help generate reorder information for materials planning and is added to other requirements to determine how much inventory is required.
Inventory Lot Required	Select Yes to track lot numbers for this part when it is used with this project. Yes displays if the Lot check box was selected in the Inventory Tracking Required group box on the Serial Lot Information tab, but it can be modified. The default is No.
Inventory Serial Required	Select Yes to track serial numbers for this part when it is used with this project. Yes displays if the Serial check box was selected in the Inventory Tracking Required group box on the Serial Lot Information tab, but it can be modified. The default is No.
Pref Warehouse	Enter, or use to select, the preferred warehouse where this part is received. The warehouse must already have been established on the Manage Warehouses screen in Inventory. If a warehouse/location ID is assigned to the specified part on the Planning Details subtask, it displays here.
Pref Location	If a preferred location has previously been assigned to the warehouse entered in the Pref Warehouse field, it automatically displays here, or you can select a different preferred location where this part is received. If a warehouse/location ID is assigned to the specified part on the Planning Details subtask, it displays here.
Milstrip	Enter the Military Standard Requisition and Issue Procedure (MILSTRIP) ID for the part. This field is optional. You can print the MILSTRIP ID on the sales order acknowledgment, packing slips, invoices, and DD250 forms.

Subtask

Subtask	Description
Substitute Project Parts	Click this link to open the Substitute Project Parts subtask.

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Project Requirements Subtask

Use this subtask to assign one or more projects to this part, and to enter material planning and QC information specific to that part/project.

Use this subtask after initializing the main screen and the Planning Details subtask for a part. Return to this subtask when you need to make modifications or additions to part/project data.

Table Window

Field	Description
Project	Enter, or use to select, the project ID for this part. The project must already have been entered on the Manage Project User Flow screen in Project Setup and have a status of Active.
QC Insp Required	Select Yes to indicate that QC acceptance/inspection is required for this part/project. Yes displays if the QC Inspection Required check box was selected in the Quality group box on the Characteristics tab, but it can be modified. This value will default to all purchase order lines for this part and, again, can be modified there. The default is Yes.
Source Insp Required	Select Yes if source inspection is required for this part/project. A government source inspection normally requires the vendor to obtain approval from a government inspector before the material can be shipped. Yes displays if the Source Inspection Required check box was selected in the Quality group box on the Characteristics tab, but it can be modified. This value will default to all purchase order lines for this part and, again, can be modified there. The default is No.
Cert of Conf Required	Select Yes to indicate that the vendor must submit a certificate of conformance when this part is ordered for the specified project. A certificate of conformance is a legal document that certifies that the materials conform to certain specifications and requirements, and the vendor issues it. Yes displays if the Certificate of Conformance Required check box was selected in the Quality group box on the Characteristics tab, but it can be modified. The default is Yes.
Allow Substitutes	Select this check box to indicate that substitutes are allowed for the part/project combination. The system default leaves this check box blank.
Reorder Point Quantity	Enter the quantity required to be in inventory for this part. This is used by future material management process to determine when an item needs to be ordered or replenished.
Order-To Quantity	Enter the target inventory quantity desired for this part. This quantity can be used in addition to the reorder point to sustain an inventory level for this part for planning purposes.
Safety Stock Quantity	Enter the safety stock quantity for this part. This quantity is used to help generate reorder information for materials planning and is added to other requirements to determine how much inventory is required.
Inventory Lot Required	Select Yes to track lot numbers for this part when it is used with this project. Yes displays if the Lot check box was selected in the Inventory Tracking Required group box on the Serial Lot Information tab, but it can be modified. The default is No.
Inventory Serial Required	Select Yes to track serial numbers for this part when it is used with this project. Yes displays if the Serial check box was selected in the Inventory Tracking Required group box on the Serial Lot Information tab, but it can be modified. The default is No.
Pref Warehouse	Enter, or use to select, the preferred warehouse where this part is received. The warehouse must already have been established on the Manage Warehouses screen in Inventory. If a warehouse/location ID is assigned to the specified part on the Planning Details subtask, it displays here.
Pref Location	If a preferred location has previously been assigned to the warehouse entered in the Pref Warehouse field, it automatically displays here, or you can select a different preferred location where this part is received. If a warehouse/location ID is assigned to the specified part on the Planning Details subtask, it displays here.
Milstrip	Enter the Military Standard Requisition and Issue Procedure (MILSTRIP) ID for the part. This field is optional. You can print the MILSTRIP ID on the sales order acknowledgment, packing slips, invoices, and DD250 forms.

Subtask

Subtask	Description
Substitute Project Parts	Click this link to open the Substitute Project Parts subtask.