There are three main types of Stocked Part, Bought In, Manufactured and Phantom Assembly.
Bought In parts (BI) are parts that come from a Supplier
Manufactured parts (MA) are ones that are usually made through a Works Order.
It is possible to make a BI part and buy in an MA part.
To add one, go to the Stocked Parts Menu.
Click the Stocked Parts option.
Press F4 will create a stocked part.
BI Part
Filling in the details, the Part Number must be unique and, once in use, cannot be changed. Therefore it’s important to choose it and type it in carefully.
This will set up this part. As it is a bought in part, it will not be added to a Price List in this case (but there is no restriction on this being done if required).
The way that this screen is shown will change according to how the ADD_NEW_PART_SCREEN_TYPE flag is set.
Drawing details can be added at the same time as creating the part, plus if the DEFAULT_DRAWING_REQUIRED flag is set then the "Drawing Required" is ticked by default.
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.
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.
Then we get to the Stocked Part Summary Screen, from here it is possible to add details in.
In the Pricing section, Purchase List Prices can be used for parts that will be purchased (typically these will be BI parts).
Standard Cost - This is the ideal cost price for this part.
Override VAT Code - In here 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’.
Now the Supplier Prices can be entered F5 in the Supplier code or choose a supplier, click on the "Batch Size" and enter this detail.
Notice the "Net price for 1" of £45.00. In this case, it is made up of the minimum charge of £40 and the fixed charge £5 rather than the £10.00 gross price.
On the Summary screen, there is an asterisk to show that the purchase price is populated and the preferred supplier is set.
MA Part
An MA part is set up in a very similar way, but it is less likely to have a Purchase price and more likely to have a Default Sales Price. In this case, I will add a Sales Price to the BI part that has just been created, this will allow the part to be sold with the cost available on the price list.
An MA part is likely to have a Route and an Assembly. An MA part with both route and assembly will show with red asterisks.
Phantom Assembly
In essence a Phantom Assembly is an amalgamation of stocked parts put together. PA's can be either BI or MA parts respectively or they can be a mixture of both. The amalgamation of parts within the PA takes the shape of one stocked part - over a multitude of different stocked parts.