Use this screen when you need to create parts and assign various characteristics that are specific to each part, or when you need to change the data related to an existing part.
Use this screen to set up parts only; services and goods have their own setup functions.
You may choose to first set up all the required data and return later to add the other information, or you may choose to set up all the part information at one time.
Set up this function during initialization and maintain it whenever you add or modify parts. You must define some control parameters (using screens in the Product Definition Controls menu) before adding a part that controls parameters.
This screen contains three tabs:
Characteristics — Use this tab to enter the basic characteristics, quality and codes setup inherent to specific parts.
Serial Lot Information — Use this tab to establish tracking information for a specific part.
Comments — Use this tab to enter comments and establish any additional part information.
Security Group — Use this subtask to assign a security group to a part.
This screen is the starting point for part initialization. Use the Identification block to enter part identification, revisions, and the part description. You must enter data in the block before you can enter any additional part information. Additional maintenance of this screen is required only when you change information related to the part.
Enter a part ID that is used throughout Costpoint as the main identifier for the part. If you enter an existing provisional part ID and attempt to save the record, Costpoint displays an error message indicating that the provisional part ID already exists.
Use this field to track multiple modifications or revision levels for each part. If the Allow Multiple Revisions For Each Item check box is selected in the Corporate Settings block on the Configure Product Definition Settings screen, you can store multiple revisions of the same part in the database at the same time. Costpoint treats each revision as a separate part. If the Allow Multiple Revisions For Each Item check box is not selected, only the last revision of the part is stored.
If multiple revisions are allowed, the last revision assigned to the part displays by default. Costpoint uses the method selected in the Corporate Settings block on the Configure Product Definition Settings screen to determine the last revision.
Enter a description for the part.
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Subtask |
Description |
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Units of Measure |
Click this link to open the Units of Measure subtask. Use it to specify which units of measure apply for that part. |
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U/M Conversions |
Click this link to open the U/M Conversions subtask. Use it to define how one measurement unit converts to another. |
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Planning |
Click this link to open the Planning Details subtask. Use it to establish inventory, planning, and order details for the selected part. |
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Alternate Parts |
Click this link to open the Alternate Parts subtask. Use it to specify equivalent manufacturer and vendor part numbers for the selected part. |
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Substitute Parts |
Click this link to open the Substitute Parts subtask. Use it to list other parts that can be used in place of the specified part. |
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Project Requirements |
Click this link to open the Project Requirements subtask. Use it to link projects to the part and designate specific quality tracking and ordering rules. |
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Vendors |
Click this link to open the Vendors subtask. Use it to link vendors for the specified part. |
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Item Billings |
Click this link to open the Item Billings subtask. Use it to establish billing information for the specified part. |
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Costs |
Click this link to open the Costs subtask. Use it to establish the costs for the specified part. |
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Project Item Costs |
Click this link to open the Project Item Costs subtask. Use it to establish the costs for the specified part for a specific project. |
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Assigned Standard Text |
Click this link to open the Assigned Standard Text subtask. Use it to select pre-defined standard text and link it with a specific part for printing on documents such as purchase orders. The Where-Used subtask displays the documents for which the standard text is eligible. |
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Documents |
Click this link to open the Documents subtask, to link external documents to the selected parts. |
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User-Defined Info |
Click this link to open the User-Defined Info subtask. Use it to enter additional information about the part. |
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Manufacturing BOM |
Click this link to open the Manufacturing BOM subtask. Use it to create and update manufacturing bills of material for a part. |
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Engineering BOMs |
Click this link to open the Engineering BOMs subtask. Use it to create and update engineering bills of material for a part. |
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Maintain Routings
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Click this link to open the Maintain Routings subtask. Use it to create and update routings for a part. |