You can assign the status of "Make/Phantom" to a sub assembly.   In this condition, it will cause the components to be added to a kit for the top assembly as if it was a Phantom BOM. On the other hand, you can also create work orders and demands for the sub assembly itself.  The difference between this Make/Phantom and a straight Phantom is that you cannot build the straight Phantom.

Make/Buy is setup to allow users to have a part in the system that they wished to BUY but also keep documentation within the system (BOM).  If the Part Source is a MAKE and this box is checked, the assembly MUST be purchased from an outside source.  If a Part is marked as Make/Buy within Inventory the MRP will only give PO Actions and that product will not be available for selection within the Work Order Management module, (due to MRP calculating incorrect demand and showing incorrect message with safety stock).  If the part souce on a product is originally setup as a MAKE the user WILL be allowed to edit the record and change the part souce to Make/Buy.  For further details see Article #3289 .

This is a general part, product or item classification that must be selected from the drop-down box.  If an appropriate choice is not available when entering a new item, you may add a new part class in Inventory Part Class, (examples of Part Classes are BATTERY, DIODE, FUSE, FILTER, IC-SMT, CAP-SMT, RES-TH, etc.)

NOTE:  A user does have the option of leaving the Part Type blank, however if this option is selected the prefix for the part number will be omitted.  There is no reason to enforce part type if a user doesn’t want to have that kind of detailed classification.  If the user decides to leave the Part Type blank they will receive a message and at  this point they have the option to continue or go back and pick a Part Type

Manex uses the Part Class and Type as an extension to the description of the part.  Therefore Class and type will be displayed throughout the system on screen and in reports as an extension of the description.

There are 45 characters available to put descriptive data about the item being entered that is not already in Part Class and Part Type. For instance, in the previous figure the Part Class and Type already show that it is a RESN-SMT 2512 so this information need not be repeated in the Description.  We suggest when entering the description, that you be consistent with your capitalization and punctuation.  Some of the screens and reports can be sorted by description so the more consistent you are the easier it will be to use the system in the future.

This field is an Item fields which is repeat at the top of all Tabs to display the selected Item.  

This box will be available only if the option to use Serial Number Tracking in Shop Floor Tracking Defaults is set up.

The system allows this box to be check for a MAKE or BUY part. If this box is checked for a BUY part, all components are being tracked by a serial number that was assigned to the part at time of receipt. If this box is checked for a MAKE part, the FG assemblies will be tracked by the serial number through complete process. Note:  Once a serial number for a MAKE part is created, we don't allow user to turn off the serialized checkbox anymore, even if there is no qty on hand and all accounting records are cleared.  This is so no history of Shop Floor tracking, shipping, RMA’s, etc. . . . for the Make Parts are lost. 

If a user changes a non-serialized part to a Serialize part the system will check.  * If the part has allocated qty, (user has to un-allocate parts before the system will allow user to check the "Serialize" box).  *If  the part has any OPEN kit (kit in process), (user has to de-kit or close kit before system will allow user to check the "Serialize"  box)  *If the parts is a BUY part and has un-reconciled PO (user has to reconcile all receipts before system will allow user to check the "Serialize" box).

This is the Unit Of Measure (Foot, Inch, Each, Gallon, Quart, etc.) that is used to specify how much of the Item displayed or being entered is issued from Stock or is used in a Bill of Material for an assembly.   ManEx tracks stocking units of measure within inventory, kitting, MRP, etc.   

NOTE:  When creating a PO for an item with different purchasing and stocking UoMs, be sure to enter the MRP suggestion into the Stocking qty field rather than the purchasing qty field.  The system will automatically convert the stocking unit into the purchasing unit for the purchase order qty.

For example if  the buyer is creating a PO for an item that is used by inches but sold by the foot, the user would enter the 24 inches into the stocking qty field and the PO would automatically convert it to 2 feet in the purchasing qty field.  So the supplier deals in feet, but ManEx deals in inches.  The conversion between the two are established in the Unit of Measure & Conversion  module. 

This field defines how the components are to be packaged (ie. Reel, Tray, 6-Pak, Ream, Individually, etc.) when it is delivered.  This defaults to what is setup in the Inventory Part Class setup.  User can edit this field to fit the component package as it is purchased for your organization. This will default to the PO Screen.  The buyer has the right to override the package definition in the item master or on the PO screen.  (ie. Reel, Tray, 6-Pak, Ream, Individually, etc.)

This captures the User ID from the password of the individual making the changes to this screen and/or changes to the fields displayed on this screen from outside modules.  Anytime an edit/save occurs this field is updated.   Note:  This field will NOT be adjusted from outside modules that change the costs, such as the Purchase Order module or the Cost Adjustment module

This field is automatically filled in from the information entered in the Inventory Part Class setup module.  This field is used in the MRP lookup as a sort field to allow a buyer to find the parts they are exclusively responsible to purchase.  If a buyer leaves or is replaced, there is a global replacement of one buyer to another located in the System Utilities.exe/Change Parameters for the Part/Class . 

Users MUST have special access in order to modify this checkbox, this access is assigned through Security/User Rights. 

This is the users ID that implemented the Mgmt lock.

This is NOT a part of the standard cost total.It is a specific cost used with the MANEX Order Configurator module and represents any additional cost over and above the standard cost total.

This amount is added to the exact quantity used on an assembly to provide an overage to cover losses during running due to predictable machine and human losses.

Setup losses may be added to the BOM requirement and Run Scrap for an item.For instance, an auto-insertion machine may use extra parts for alignment checks.

Checking the box will cause the item to require inspection to whatever Quality Spec. shows in the Quality Spec box. The Quality Spec appearing in the box is entered in System Setup Inventory Part Class Setup. Any Part Type in a particular Part Class can have Inspection Required turned on or off.

Checking this box will allow selection of Cert Type. Cert Type choices are Receive, Ship or Both.  A typical Cert would be UL or CSA Certification on wire. Check the box and then depress the down arrow for the types to display.  Select the desired type:  Receive - Requires user to check the "Certificate Required" box has been Done at Receiving.  Ship - Requires user to check the "Certificate Required" box on Packing List/SHipping.  Both - Requires user to check the "Certificate Required" box at both Receiving and Packing List/Shipping.  

Checking this box, means that this part cannot be cancelled or returned.  NOTE: This field is for reference only.    

The Material Risk Codes listed in the pull down are entered in the System Setup Material Risk Code Setup. This is to inform the users which items are Low Risk or High Risk (can not be cancelled or returned).

This is a data entry field and is not involved in any calculations or used anywhere within the system at this point.It is planned to be used in the future to calculate the component level of PPM and then update the assembly PPM within the routing module.

Specific length allowed for part.

Specific width allowed for part.

Specific weight allowed for part.

If the Part Source is a BUY,  the weighted cost is calculated by dividing the extended total cost(s) by the total qty(s) from the total number of non-cancelled PO line items setup in the General Inventory Setup module or the total number of non-cancelled PO line items entered in theWeighted Cost -  Last ( ) field). The Purchase Orders used are with a status of Open or Closed only, and goes by Order Date or Edit Date. You can choose what option it uses on the Inventory screen. You can also select the default use (Order Date or Edit Date) under General Inventory Setup . 

Order Date: Order date on Purchase Order

Edit Date: Also known as latest version date (example if the original PO date is 1/3/06, but it was revised/edited on 12/5/06 it will use the 12/5/06 date), no matter what was edited on the PO.  (if a user accidently selected the wrong PO to edit and had depressed the edit button, they could depress the abandon changes button to avoid the PO version date from being updated).