| Product Definition
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- 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.
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| Bills of Material
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- 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.
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| Routings
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- 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.
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| Procurement Planning
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- 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.
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| Purchasing
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- 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.
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| Receiving
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- 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.
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| Inventory
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- 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.
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| Production Control
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- 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.
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| Sales Order Entry
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- 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.
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| Supplier Portal
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- 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.
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