Enter Parts on Customer Schedule Agreement

Explanation

The Customer Schedule Agreement/Customer Parts tab can be used both for entering and studying customer parts connected to the agreement. If the tolerances and policies are identical for all parts included in the agreement, the customer parts are more easily entered on the Customer Schedule Agreement/Customer Parts tab. While if the tolerances and policies are specific for each customer part, it is advisable to continue to enter the parts in the Customer Schedule Agreement Part window. 

If the tolerances and policies are identical for all parts, the fastest way to enter them is to start on the Customer Schedule Agreement/Agreement Defaults tab and then continue to the Customer Schedule Agreement/Customer Parts tab.  

The part can have four states; planned, active, negotiated, or closed. The planned status means that the part is being entered and will change to active whenever it is ready to be used. The status negotiated is used if the condition of the part needs to be renegotiated, that is in case some methods or policies need to be revised after the part has been activated. The last status closed is used whenever the part will no longer be in use.

Prerequisites

• A customer schedule agreement header must have been entered.
• To enter any customer part, it is necessary that the parts have been connected to the company's sales part. This is done in the window Sales Part Cross Reference found in the module Customer Order.
• If you wish to enter data regarding approver, reconciler and bucketed tolerance check conditions, you need to have entered an approver, a reconciler, and a tolerance template in the window Customer Schedule Basic Data.

System Effects

• As a result of this entry, parts are connected to the customer schedule agreement.

Window

Customer Schedule Agreement

Related Window Descriptions

Customer Schedule Agreement/Customer Parts

Procedure

1. Mark a part line and select New.
2. Indicate a shipping address by entering a number or using the List of Values.
3. Continue by indicating the customer's part number. Change the start date if applicable and indicate approver and reconciler in the appropriate columns.
4. If the tolerances and policies are not already entered or should differ from the conditions indicated in the Tolerance Check Defaults tab, continue by entering applicable values in this column. 
5. Select Save.