Item / Part Record Maintenance
The part view screen displays the overview of part attributes. To access the screen, navigate to PARTS » List » [Specific Part] » View. The part view screen is essentially divided into two sections: First, the part info section where global part attributes (meaning that it pertains to the part in any location) are contained. Below it is location specific part attributes divided up by specific locational data in your system.
Global Part Info:
Global part info is contained in the section simply titled Part Info. It includes attributes such as the part UOM (Unit of Measure), Revision, Description, Default Cost and Resale, Incoming Inspection Instructions, etc. To edit Part Info, click on the pencil icon.
- UOM (Unit of Measure) - UOM indicates the default unit of measure for a part. It is important to note that UOM could flexibly refer to the part quantity (in this case set the UOM to “ea” for each), or its measurement such as inches, feet, or meters.
- Incoming Inspection Instructions - Inspection instructions for receiving parts is determined here. To learn more about the process go here.
Warehouse Location Specific Inventory Records:
Location specific part inventory attributes can be found underneath Part Info under the heading of Warehouse: [Warehouse location code]. This displays attributes such as the part Avg Cost (Average Cost), QOH (Quantity on Hand), QOO (Quantity on Order), ROP (Re-Order Point), etc. To edit location specific Part Info, click on .
- ROP (Re-Order Point) - ROP is a part-level parameter that indicates the minimum quantity below which inventory levels ought not to drop. This parameter may be leveraged via Assisted Purchasing to indicate to generate a timely buy report.
- EOQ (Economic Order Quantity) - EOQ is the order quantity that minimizes total inventory holding costs and ordering costs.
- Lead Time - Lead Time indicates the time it will take material to get from a vendor to your shipping dock.
- Commodity Code - Commodity code indicates what type of material a commodity is composed of e.g. copper, wire, fiber, steel, platinum, etc. This attribute can be used to compile a report, to generate statistics, etc.
The low section of the inventory record view contains bin-level inventory data. Here, every bin location that contains the selected part will be listed along with its unique receipt number and bin part quantity. Next to bin location is History link in blue. Clicking on it will take you to Inventory Activity screen where you can access part history. Next to History link, under the Receipt column are links to the Purchase Order entry (Not available for parts received without a PO) and the receipt label. Furthest to the right, you can edit the part Date Code / Lot Code / Revision, set the Reason Code for the change, and click on Set to update the data. Lastly, you can update Bin (Part) Cost and Bin Actual Qty. Bin (Part) Cost is cost per part in bin, meaning that the same part in different locations might have different Bin Costs. Bin Actual Qty is the actual quantity found in bin. Edit these data, give a Reason Code for the change, and click Set to save the changes.
The part waterfall report is an inventory projections report based on open sales bookings and open vendor PO bookings.
To access the waterfall, navigate to PARTS » List » [Specific Part] » Waterfall. Waterfall displays forecasted inventory quantity of a part, along with the part supply/demand that drives the forecasted inventory quantity. Waterfall, in turn, drives Assisted Purchasing.
Waterfall is divided by part warehouse location. For every warehouse location, waterfall will generate a separate chart displaying and justifying forecasted inventory quantity. When you look at Waterfall, notice the two columns named Date and Forecast Qty. These two are the most important columns around which all other data is organized. The change in forecasted quantity is calculated for every day in which there is supply or demand signal (for sales orders, Work Start Date is used and for purchase orders, PO Commit Date is used). If there are multiple supply or demand signals in a day, they will be summed up to generate one forecasted quantity. Forecast Qty simply refers to forecasted quantity, which is the net sum across supply (negative) and demand (positive) signals.
To the left of Date and Forecast Qty are data relating to the part demand (from sales orders), and to the right of it are data relating to the part supply (from purchase orders). From the either side of the chart, you can click on order numbers or purchase order numbers to be taken to the respect order page.
To see how parts derive their price and cost values, check out our pricing / costing documentation here.
BOM Record Maintenance
Navigate to PARTS » List » [Specific Part] » BOM Overview. If the selected part is a BOM, this will display the BOM Overview screen with all its components (and if the components themselves are BOM, then their components), and other associated data.
The main table displays all the components for the selected top part and their attributes:
- ’#’ - The component number
- QOH (Quantity on Hand) - The number of components stocked in inventory.
- Qty Per Top - The number of components required for assembling top part.
- Unit Cost
- Ext Cost (Extended Cost) - Unit Cost * Qty Per Top
- Ext Est. Labor (Extended Estimated Labor) - If the component itself is a BOM, this attribute indicates the total labor value that went into assembling the component.
To the furthest right of the components table, notice the blue ‘i’ icon. Clicking on this gives you a quick access to information about your components that are immediately visible on the components table:
- BOM Use - Shows all BOMs in the system that require the selected part.
- Quotes - Shows all quotes that include the selected part.
- Orders - Shows all open orders that include the selected part.
- POs - Shows all open purchase orders that include the selected part.
- Waterfall - Waterfall reports the forecasted sales order quantity for a part (i.e. Demand) against purchase order quantity for a part (i.e. Supply) and displays resulting projected inventory levels.
- PQuotes - Shows all purchase quotes that include the selected part.
- Sales History - Shows all closed orders that include the selected part.
- PO History - Shows all closed purchased orders that include the selected part.
If the component itself is a BOM, you will see a rightward arrow next to the component number. Click on it, and the arrow will turn downward, and the previously collapsed components list will expand. BOM nesting can go on indefinitely, and you can chase through all related BOM relations by clicking on the arrows
To edit BOM, navigate to PARTS » List » [Specific Part] » Edit BOM. It is important to understand the difference between fixed BOM and temp (temporary) BOM, and that in the Edit BOM page you are modifying fixed BOM. Fixed BOM is default BOM associated with a part. When a page calls for a BOM, fixed BOM gets called on by default. But if you want to change the default BOM and use temp BOM, this can be done at quote and order level (you can read more about the process here. Please note that converting a quote with a temp BOM to an order automatically updates fixed BOM).
Inside the Edit BOM screen, you will see the Component # column. Here, you can manually rearrange the order of components. The next two columns are Prcpart and Part Description. Qty Per Top follows Part Description. Qty Per Top is used to indicate the number of components required in creating a BOM. Next to the Qty Per Top input field, you will see the component UOM (Unit of Measure). Piece Measurement tracks the ‘size’ attribute—e.g. length, weight, etc.—for each discrete part. This means that Piece Measurement is used only for components whose UOM (Unit of Measure) is something other than ‘each’ e.g. If the Qty Per Top for a component is 50 inches, and if the Piece Measurement for the component is 10 inches, then 5 discrete pieces would be required per top assembly. This means that a component Qty Per Top must always be a multiple of that component “Piece Measurement”.
Next to Cost and Ext Cost (Extended Cost which is Unit Cost * Qty Per Top), is another blue ‘i’ icon Clicking on this gives you a quick access to information about your components that are immediately visible on the components table.
Click on the red ‘x’ icon to delete a component. To add a component, fill out the Prcpart field for the row marked ‘(new)’. Clicking on update with add the selected component, and add a new row.
BOM Revision Maintenance
To edit revisions, navigate to PARTS » List » [Specific Part] » Revisions. The Revisions screen displays all existing revisions and related settings. For each revision, new work instructions and inspection instructions may be attached.
To add a new revision, give it a name in Create New Revision field and click Create. This will display the newly create revision at the bottom of the revisions list.
While work and inspection instructions can be defined manually, you can also copy them from existing parts. To do so, click on Copy under Pull Instructions From column and specify which part you want to pull instructions from and click Find. A new pulldown menu will appear prompting you to specify the revision to copy from. Once you have specified both the Prcpart and the revision, click on Copy. This will copy both the work and inspection instruction from the selected revision of the selected part. Note that instructions will only be copied to locations that do not already have instructions defined. Also, instruction requirements and embedded images are not copied and the user will have to add it manually.
For every revision, there are three rev control settings that can be toggled from the Revisions screen. They are Current Revision?, Lock/Unlock, and Status. Marking a revision as current makes that revision the default revision for a part. This means that only one revision can be current at a time. Once you are done defining or copying work and inspection instructions, you may want to prevent further changes by users without admin privilege. This can be done per part revision by locking it. In many situations across Cetec ERP, you can opt to use something other than the current revision. Status determines whether the selected division is displayed in a list of revisions for a part. Making a revision obsolete will hide the revision from this list, preventing a user from selecting this revision for a part.
Lastly, you can delete a revision by clicking on Delete. This will remove the revision from the database.