Enter Purchased Inventory Part, General Info

Explanation

The procedure below is the first of a number of procedures that might be needed in order to initiate and later on, complete the registration of a purchased inventory part in the Inventory Part window. The header fields are mandatory, whereas not all the other information might be required on all occasions. Depending on the area of use of the inventory part, you might need to specify some values, but not all. Some of the other fields are optional, as outlined in the Procedures below.

When entering an inventory part for multi-site ordering, the ordering/receiving site, the part type must be set to Purchased. The site for the inventory part should be the ordering/receiving site.

Prerequisites

• A planner must be entered in the Inventory Basic Data/Planners window.
• The unit of measure must be defined in the ISO Code Usage window.
• If the part should be entered on a site other than the default one, this site must be connected to your user ID. This is done in IFS/General Inventory and Distribution, in the Sites per User window.
• If commodity groups are to be used, they must be defined in the Commodity Groups tab in the Inventory Basic Data window.
• Asset classes must be defined in the Asset Class tab in the Inventory Basic Data window.
• Part Status must be defined in the Part Status tab in the Inventory Basic Data window.
• ABC-Code must be defined in the ABC Classes tab in the Inventory Basic Data window.
• Safety Code, if applicable, must be defined in the Safety Codes tab in the Inventory Basic Data window.
• Accounting Group, if applicable, must be defined in the Accounting Groups tab in the Inventory Basic Data window.
• Product Code, if applicable, must be defined in the Product Codes tab in the Inventory Basic Data window.
• Product Family, if applicable, must be defined in the Product Families tab in the Inventory Basic Data window.
• For the inventory part to inherit warranty data, the warranty data must first be entered for the part catalog part.
• The unit must exist in Maintenance Basic Data.

System Effects

The initial mandatory information for a purchased inventory part is entered into the system.

When the inventory part is created, it inherits any default warranty types defined for the part catalog part.

Make entries with inventory parts throughout the system, e.g., spare parts for equipment objects, material requirements for PM actions and work orders, etc.

Window

Inventory Part

Related Window Descriptions

Inventory Part
Inventory Part/General

Procedure

In the header:

1. In the Inventory Part window, create a new record and enter the short code for the inventory part in the Inventory Part field.
2. Enter a description of the part in the Part Description field. Open the Standard Name dialog window from the Operations menu if you want to apply a standard name at this stage. In this dialog box, select the appropriate Standard Name ID and cut and paste its description into the Part Description field.
3. You have the option to select a site other than the one suggested with the List of Values, or enter the appropriate short code in the Site field.
   Note: When saving a new inventory part where a part catalog record does not exist, Settings for New Part in Part Catalog dialog box will be opened.

In the General tab window:

4. Specify Purchased (raw), Purchased, or Expense by using the Part Type list box.
5. Enter the planner in the Planner field by using the List of Values, or by entering the appropriate short code.
6. Specify the unit of measure that should be used for the part. Use the List of Values or enter the appropriate short code in the U/M field. A particular part may exist on more than one site. You can define either the same or a different unit of measure for it on each site as long as they have the same base unit of measure.
7. Save when completed, or continue with other optional steps.

Optional steps (remember to save your entries):

• If you have entered commodity groups in the Commodity Groups tab in the Inventory Basic Data window, you can specify commodity group 1 and/or 2 by using the List of Values or by entering the appropriate short code.
• If you have entered corresponding data in the Inventory Basic Data window, you can enter or update the asset class, part status, safety code, accounting group, product code and/or product family by using the List of Values or by entering the appropriate short code.
• You can enter any applicable information in the Type Designation and Dimension/Quality fields.