Enter General Purchase Part Info

Explanation

This activity is used to enter a new purchase part, or to enter supplementary information on an inventory-registered purchase part.

A purchase part can either be an inventory-registered part or a non-inventory registered part.

You can select the purchase part to be purchased with the required acquisition type for it. The possible values of Acquisition Types are Purchase Only, Purchase and Rental and Rental Only

When entering a purchase part directly in the Purchase Part window, you have to enter the part number, part description, site, and a default purchase unit of measure. You can define whether a part is taxable. When the purchase part record is automatically generated from the inventory part entry, unless you need to specify any additional information, you do not have to add any. The acquisition type of the purchase part is set to Purchase Only by default when you create a new purchase part record. 

To add additional (optional) settings on an inventory-registered purchase part, query for the part in question and add the desired information. Examples of additional settings are quality control analyst, buyer, order processing type, automatic closing control, over delivery control, and technical coordinator. For further details, read the window descriptions. When working in a multi-site environment, consider using a special purchase group for your parts.

You can connect informational text on the purchase part, such as document text and notes.
 
On the Purchase Part/Overview Suppliers tab, you can easily view a summary of all available suppliers for this purchase part. In the Purchase Part/Overview Supplier Agreements tab you can view a summary of all the supplier agreements that this purchase part is associated with. The Purchase Part/Characteristics tab, the Purchase Part/Descriptions tab, and the Purchase Part/Supplier Split tab are described in separate activity descriptions.

 

Prerequisites

Additional settings:

System Effects

Window

Purchase Part

Related Window Descriptions

Purchase Part
Purchase Part/General

Procedure

Purchase part, i.e., a non-inventory registered purchase part.

  1. Create a new record in the Purchase Part window.
  2. Enter a part number and a description of your purchase part.
  3. The site value appears automatically. If you are working with several sites, you can change to another site. Either enter the short code or use the List of Values.
  4. On the General tab, enter a default purchase unit of measure.
  5. Select the appropriate Acquisition Type as to whether you want it enabled for purchase only, rental only or both for purchase and rental.
  6. If you are ordering work or services from a contractor who will later report project cost and time, select the Contractor check box in the purchase order line.
  7. Save the purchase part entry. However, you can continue to directly add supplementary information.
  8. Add supplementary information such as quality controller, buyer, purchase group, technical coordinator, and order processing type.
  9. The standard pack size appears automatically. You can change this setting if necessary.
  10. You can also specify a closing tolerance percentage for the automatic order closing function.
  11. Select the Perform Check option from the Delivery Check list to enable the purchase part over delivery check settings. You can add an over tolerance percentage and set actions for receiving authorized and non-authorized purchase orders as desired. If you set blank as the delivery check, then the system will consider the purchase group settings or the site settings for over delivery.
  12. The value of the Taxable in Purchasing check box is retrieved from the Company/Distribution tab. Select the Taxable check box as applicable.
  13. Save your entry.

Inventory-registered purchase part. (Note that these are optional steps).

  1. In the Purchase Part window, populate or query for the desired inventory-registered purchase part.
  2. Add additional information on the General tab, such as quality controller, buyer, purchase group, and order processing type.
  3. Select the appropriate Acquisition Type as to whether you want it enabled for purchase only, rental only or both for purchase and rental.
  4. The standard pack size appears automatically. You can change this setting if necessary.
  5. The value of the Taxable in Purchasing check box is retrieved from the Company/Distribution tab. Select the Taxable check box as applicable.
  6. You can also specify a closing tolerance percentage for the automatic order closing function.
  7. Select the Perform Check option from the Delivery Check list to enable the purchase part over delivery check settings. You can add an over tolerance percentage and set actions for receiving authorized and non-authorized purchase orders as desired. If you set blank as the delivery check, then the system will consider the purchase group settings or the site settings for over delivery.
  8. Save your entry.