This screen will be handled in parts.
This is the basic information about the part, the part number, description, usual source (BI or MA) the part status, which will be Active for most new parts but the other options are Discontinued, In Development, On Hold, and Redundant. Each of these has a different effect on the way it can be ordered and sold.
To make changes to this screen, use CTRL + M to go into Modify mode
The screen will be covered one section at a time.
Part summary
Usual Source - At the Usual Source box, specify if the part is Manufactured (MA) or Bought In (BI), the drop-down arrow will enable the user to make their selection.
Part Status - In this field, determine the current status of the part; choices available are Active, Discontinued, In Development, On Hold and Redundant. These choices are made available by pressing the down arrow.
Stock UOM - (Unit of Measure) specify, where applicable, how to record the way in which the part is to be held in the stock. Typical examples are EA (each), KG (Kilograms), M or MTR (Metres), SQM (Square Metres) etc.
Note: If the stock of the part being created is to be held as whole units, then there is no need to specify a UOM as a recorded stock quantity of, say, 100 will easily be recognisable as there is 100 of that stocked part available.Notes/Comments - In this box, record any additional information that may be relevant to the Part – press F5. This will open a free type memo field.
The Task Log Entry - A link to any outstanding Tasks associated with this part, also allows the creation of a new task for the part.
Product Photograph - associate a photographic image of the Stocked Part. Place the cursor in the Image Partname field and press F5 to access the Computer and determine a PATH to the folder where the image is stored.
Pricing
Standard Cost - This is the ideal cost price for this part. This is calculated using the Standard Costs routine.
Purchase List Prices - This goes to the page which shows the Purchase Prices.
Preferred Supplier - This shows if a Purchase Price is set.
Purchase Lead Time - The lead time, as set for the Preferred Supplier on the Purchase List Prices page.
Default Sales Price - The default Sales Price list, clicking on the Edit Prices goes to the sales Price List page
Override VAT Code - In this field, enter an override VAT Code that can be different from the system default VAT code for (BI) Bought In Parts and will be specific to the selected part. To enter an override code press F5
Detail/Option
Product Group - In this field, associate the new part with a Product Group; to select a Product Group press F5.
Receipt/Issue Location - In these fields, define the Warehouse/Stores location that the part is to be placed into when received from the supplier; can also define the location that the part is to be issued from to meet the requirement of either a Sales or Works Order. For Auto Issue stock, the Issue location must be populated.
User Defined fields - These can be set up by the user.
Default as Free Issue - This means the stocked part will be Free Issue by default when added to a BOM.
Serial Numbers - By placing a tick in this box it will enable the Serial Number settings for the selected part.
At this screen, define the Serial Number style and sequence that the selected part will be allocated.
Highlighting the tick box and pressing F5 will bring up a new screen where the defaults can be selected, there is an option to choose the Use the SYSTEM DEFAULT settings or Use PART NUMBER specific settings: which allows others to be set up for this part.
Decimals – Stock - It is possible to stock part numbers in decimal quantities, E.g. If one of a pack of six is used (and the part number refers to the pack of six). Most part numbers can only be used in integer quantities.
Warning: The number of decimal places for a part can be increased but not decreased! Where decimals are used, reports will generally show values using all the available decimal places (E.g. 2.5 to 4 decimal places will be displayed as 2.5000). Be sure to consider an upward decimal place movement very carefully as this change is irreversible.
Decimals – Assembly - The default number of decimal places shown on the Assembly Maintenance / Bill of Materials is 3. This figure can be increased to cater to a greater number of decimals.
Warning: Increasing the number of decimal places on an assembly may indicate a requirement for an increase in the number of decimal places used for holding stock. Increasing the number of decimal places (per part) is irreversible. Please carefully consider the repercussions of increasing the number of decimal places to use. For any assistance in this matter, please contact FactoryMaster Support
Own Part Numbers - When one or more customers refer to a part using a different number and/or description, a cross-reference between the part code used by the user, and those used by the customer can be made. The Customer’s Own Part Number appears on the delivery note and invoice paperwork. Park on the relevant entry and press F5 to set up Customer Parts (or to change the existing one). A red asterisk indicates that there is further information available which can be viewed by selecting the Customer Parts button. Clicking on there shows the following and allows the insertion of others:
Contingency % - The "Contingency %" field allows a percentage to be entered which is then applied to the quantity of this item when being purchased.
The contingency is similar to the overhead in that it is only applied to purchase orders but differs in that the system will prompt to increase the quantity ordered by the contingency quantity if one has been entered.
This is basically a just in case situation where the user would want to order more just in case they were needed – so the user will enter the quantity required and the system would suggest them to order more to meet the contingency quantity.
Note: that the value is only applied to P/O goods in.
Overhead Rate % - The Overhead Rate % field allows a percentage to be entered that is applied to batch prices when calculating standard costing as well as being applied to the actual cost of stock when being booked into stores.
For example, if the stocked part is a very large item and it required some expensive machinery to move it into the warehouse and the user wanted to record that additional cost onto the batch to say it now costs the purchase price + our overhead costs.
Exclude From Kits -Y for Yes or N for No determines whether this part should be kitted to a Works Order or whether the user should be forced to issue the stock manually. Typically, serial numbered parts are issued manually as a First In, First Out (as per kitting) may not be appropriate.
Assembly Variants - This facility is customer specific and is not available for general use.
Manufacture
Drawing Required - If a Drawing is required to be associated with the new part, place a tick in the box alongside the Drawing Required heading and edit the data that populates this section. Note: the information specified in this area of the screen will be recorded in the system Drawing Register.
Default Workshop - To select a Workshop (specific area of the company where the new part is to be manufactured) press F5.
This will open a list of all the Workshops recorded on the system and allow the user to make a selection – to set up a new Workshop, switch to Modify mode and press F4 this will open up a blank line and enable the user to specify a new Workshop (the default Workshop is WC (Whole Company). Note: This is only of relevance to manufactured parts.
MA Lead time - The Lead time for this manufactured part, used for scheduling.
Assembly - Whether there is an Assembly set up for the part (the red asterisk shows that one is set up, clicking on the button goes to it or allows the setup if required).
Routes - Whether there is an Assembly set up for the part (the red asterisk shows that one is set up, clicking on the button goes to it or allows the setup if required).
EBQ Setup - (EBQ = Economic Batch Quantity)
Minimum MA EBQ - Allows the entry of a figure that equates to the minimum quantity of a manufactured part that the user would be prepared to make in one batch. Note: This is only of relevance to manufactured parts.
Maximum MA EBQ - Allows the entry of a figure that equates to the maximum quantity of a manufactured part that the user would be prepared to make in one batch. Note: This is only of relevance to manufactured parts.
Standard Cost EBQ - This is the EBQ figure that is used when calculating Standard Costs.
Create W/O - How WO’s are created.
Stock
The stock details of the part, showing the current stock position.
Last Received – Populated by system activity.
Last Issued – Populated by system activity.
Minimum Stock – define a minimum stock level for the part.
Maximum Stock – define a maximum stock level for the part.
Stock Quantity – Populated by system activity.
Qty Allocated – Populated by system activity.
Qty Available – Populated by system activity.
Warehousing
Is the stock holding of this part as finished goods, it is held in multiples of the UOM, define relevant data at this section.
Pack Quantity - Number of UOM per stocked pack.
Pack volume - Volume of the specified pack quantity.
Pack Weight - Weight of the specified pack quantity.
Pallet Qty - Quantity of UOM contained on a stocked pallet.
Shelf Life - Allows the recording of the time period that the part can be used if it is subject to a use by/ expiry date.
Product Barcode 1 - Can be used to record a part identifying Barcode Number.
Product Barcode 2 - Can be used to record a Barcode Number to identify the part and its pack or Pallet quantity.
Nominal
These are the nominal codes for the part, normally the default, but with the "Override default" set, it is possible to change this as shown.
Buttons
Copy/Replace - This is an option to copy the part details and replace this part throughout all the BOM’s that it is contained in.
Raise P/Order - This allows a Purchase Order to be raised for this part.
Used To Manufacture - Shows what BOM’s the part is used in. Clicking on there will show something like the following:
Print - Print the part details.
Preview - Preview the part details
Serial Numbers - This is where the Serial Numbers for a part can be viewed