Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Inventory Management/Inventory Control Managment/Inventory Control Management.

Inventory Find Prerequistes

In order to Find items with certain characteristics or parameters using the Inventory Find Screen, the items must have been entered in the Item Master with those characteristics. Listed below are the pre-requisites for doing 3 different kinds of Inventory Finds:

• Internal items must be in the system to be found.Searches for parts between a Starting number and Ending Part Number must include the prefix and any dashes or special characters.
• A part cannot be found in an “In-Store part find” unless it has been set up with an In-Store warehouse and supplier in the Item Master Quantity Info. screen.
• A Consigned record cannot be found for an item until the Customer has been entered and the item has been given a Customer Part No. in the Item Master Customer Reference screen.

When the user does an Inventory Find, in order to speed up the process the user may eliminate the quantity display.

 

Depress the Find button. The following screen will display:

 

Note that the default is for the Summary screen to NOT display the quantity.

 

If the user wants to have the quantity display on the Summary screen, highlight the desired part number and right click your mouse. The quantity will display for the one part number:

 

If the user wants the entire summary screen to display all of the quantities, then select the Display Summary Quantity radio button.

Inventory Find Search Field Definitions

• Internal Inventory – Products, Parts and Assemblies purchased, received, stocked, issued and shipped using standard in-house internal item numbers. These numbers are required and serve as the basis for creation of Consigned and In-Store parts. Just clicking on OK with the default selections shown in the preceding Find Screen will bring up all Active internal inventory parts in the Item Master Summary screen.
• Consigned Inventory – these records are created every time a Customer Part Number is entered in the Item Master Customer Reference screen. These records are used to enter Customer requirements (Approved Vendor List) and preferences (choices within the Approved Vendor List) for Manufacturers for a given Part Number.It is also where Customer-owned item inventory levels and locations can be seen.
• In-Store Inventory – any internal item can be setup with an In-Store Inventory for a Supplier under contract to supply that item. In-Store items are setup in the Internal Inventory Item Master Quantity Info screen and can be viewed individually in that screen or as a group by supplier in the Summary Screen as the result of an Inventory Find by In-Store Inventory.
• Starting Part Number and an Ending Part Number
  • Enter all prefixes, dashes, spaces and alpha characters to show the entire number.
  • Enter first and last Part Number of a series for those and all items numbered between.
  • Enter a desired single item in the 1^st box and hit return to select only that record.
• Assigned Buyer will bring up all items assigned to that particular Inventory Buyer.The Buyer assignment is made in Part Class and Type System Setup Defaults or in the Item Master.
• Part Class and/or Part Type will bring up only those items that match all entries made.Both Part Class and Part Type must be specified to bring up any items.
• Do not display Summary Quantity radio will by-pass the quantity calculation.
• Display Summary Quantity radio will open up another selection "Total On Hand Quantities"
  • Total On Hand Quantities will bring up only items with matching inventory quantities.The user may choose from Total Quantity on Hand, Quantity on Hand > 0, or Quantity on Hand = 0.
• Record Status allows selection of All, Active Only or Inactive Only item records.

Tips on Using the Inventory Find Screen

• Selection of at least one parameter will reduce the time to retrieve the information.
• In-Store Inventory searches require that a Contract be entered in order to select a Supplier. (Please refer to Manex / Material Planning / Purchase Setup / Supplier Contract Management and the Supplier Management manual).
• Consigned Inventory searches show Customer-specific information (such as Approved Vendor List information) as well as Consigned Inventory On-Hand Quantities.
• If no information is selected in a Find operation, try using broader or fewer selection criteria.

Combination Searches

 

Combinations of search parameters may be made for further filtering of the Inventory Item Master files to see item(s) of interest. For instance, selecting the items on the example screen will find all ACTIVE, In-Store Inventory for "Little Electronics" with the Class “CABLE”.In-Store Inventory Searches are Supplier specific whereas Consigned Inventory searches require entry of a Customer in order to initiate the search.

 

 

If user selects to find  "Internal Inventory" "All Records" they will get the following message "You must enter a search criteria in addition to "All Records" selected in the "Record Status" radio button.   This is because the inventory file may be very large so the user is encouraged to narrow down their selection.  If they want all they will need to narrow it down by another criteria, or the system will take way too long to to bring the screen up and put a burden on the network and the SQL server.

Inventory Find Example

The screen shown below is to illustrate Inventory Find results from selecting Internal Inventory, a Part Class of CAP-SMT, a type of 0805, Total On Hand Quantities of Qty on Hand = 0, and Record Status of Active Records Only

 

The first tab (Summary Tab) is used to display the results of an Inventory Find. The remaining Tabs will then display detail information for any item selected (highlighted) in the Summary screen. If no items have yet been entered in the system or copying an existing part is not needed, it is not necessary to populate the Summary screen by doing an Inventory Find. 

If user has the internal inventory screen open as well as the customers inventory screen open, the customer name will be displayed at the top of the page.  So when switching between the two screens user will easily be able to determine which screen they are in.

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Inventory Management

 

The following Screen will be displayed:

 

 

 

This button will take the user to a screen, where they can make a selection by what ever criteria needed by choosing (internal part number, mfgr part number, customer part number, supplier part number, or description) to search.

 

The following screen will be displayed: 

The user can enter partial string and search is not case sensitive.  After system finds parts in response to the search (inactive parts will be highlighted in Purple),  the user can make a selection by checking on one of the check boxes located at the left.  If system was unable to find the exact match, a message will appear up in the right hand corner (in red) to let the user know that the part did not exist in the item master but the following are similar parts found. 

The user can choose to Select Without Exit; Select & Exit; or Exit Without Selection. 

To Select user must check the box to the left of the Part Number.  If user Selects a Part Number (Internal or Customer Part Number) then depresses the Select and Exit button, the part will be displayed in the Summary Tab as shown below. 

  

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Inventory Management/Inventory Control Management/Inventory Control Management

The following screen will be displayed:

 

Following a logical sequence when adding items into the Inventory Master not only eliminates lost time due to continual back-tracking, but ensures that decisions will be made in a sequence which will support the data entry process.

The sequence shown below is for adding products, parts, assemblies, subassemblies or Phantoms to the Item Master after completion of System Setup.

1. Search whether item already exists.  Use Find an Inventory Control Part to search the existing database along with the archived database, to verify that the items to be added do not already exist. 
2. Verify Available Class and Type.  Use Find an Inventory Control Part by Class and Type to verify that the item to be added will fit into the existing Class and Types . Refer to System Setup, Inventory Part Class if a new Part Class or Type and the corresponding Data Entry Defaults must be added.
3. Is Customer available?  If the items to be entered will have a Customer-Specific Approved Vendor List (Approved Vendor List), then verify that the Customer is in the database using Customer Information.  Add the Customer Information if it is not there.  
4. Does Manufacturer exist?  Use Part Manufacturer Setup to view existing Manufacturers. Enter new Manufacturers for Buy Items as required and enter the Source for Fabricated items being purchased as outside purchased assemblies. Please refer to procedures below.
5. Add a part/product, etc.  Depress the Item Master screen tab. Use the Add button to enter the stand-alone product number or the top level assembly number for a Bill of Material (BOM) MAKE item that must be added.  If the product is purchased complete and has no BOM, enter it as a BUY item.  Enter your Password.
6. Enter information.  Enter all basic item information in the Item Master Screen.

 

Part Source: This field is hard coded in the system. Select BUY for purchased parts and assemblies, MAKE for an item made in-house (assemblies and sub-assemblies) and PHANTOM for a number used to define a collection of items that does not exist as a separate assembly built on a Work Order (ship kits, upgrade packages, spares kits, etc.).

• Phantom/Make: If the Part Source above is a MAKE and this box is checked, the system will treat the part as a Phantom when the sub-assembly components are called up during the Kitting process BUT as a Make part for a stand alone assembly when the part is NOT a sub-assembly.

• Make/Buy: 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 could also 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.  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 .

Part Class: 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, see System Setup/Inventory Part Class to add a part class (examples of Part Classes are BATTERY, DIODE, FUSE, FILTER, IC-SMT, CAP-SMT, RES-TH, etc.)

Part Type: Type is a sub-classification of Part Class. If an appropriate choice is not available when entering a new item, see System Setup/Inventory Part Class to add a Part Type (examples of Part Types for the Class CAP-SMT would be 0402, 0603, 0805,1206, 1210, Lot-Coded, etc.)   See Article #214 for further detail.   If the Part Type selected is Lot-Coded, the user will be required to enter a lot number, date code, expiration date (optional) and internal lot number information whenever performing a transaction for the part. If the user wishes to maintain inventory to this level, then they MUST enter information each time a part is moved. This will allow complete traceability by date and lot code for products assembled. The user will be able to determine all work orders or sales orders in which a certain date code was used. Users should use caution when changing the lot code tracking status. When lot code tracking status is change the entire history of the lot code is removed from system. 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 the following message:   At this point they have the option to continue or go back and pick a Part Type.

 

Status: All items must be Active in order to buy, receive, issue, Invoice, or ship. Use Inactive Status to remove items from use that have already had transactions against the Part Number. Use the Delete button to delete Items with no transactions for further detail see Article #3143.  Changing from Inactive to Active status can be used to release items from Engineering.  The system will not allow you to change the status from Active to Inactive if there is WIP for that item.  This will prevent the possibility of qty on hand being returned to an inactive part upon dekitting.

Part Number: The item/Part Number is a unique identifier for every Item Master record entered into the database. Part Numbers can be auto-assigned to all items or all items except Make assemblies or all items including Make Assemblies. Use of a 3-digit prefix for each different Part Type may be setup in System Setup Number System to work with auto or manual numbered parts and assemblies.  The user has the option to have the Make and Phantom Parts auto number within the System Setup/Material/General Inventory Setup . 

ABC: This field allows further grouping of items (parts, products or assemblies) into classes according to: 1) the percent of the total inventory their current stock value represents.2) the percent of total inventory their forecasted value will represent.3) a manual classification based upon chosen factors.  If an appropriate choice is not available when entering a new item, see System Setup ABC Types to add a new Type.

Stock/BOM UOM: This is the Unit Of Measure (Foot, Inch, Each, Gallon, Quart, etc.) that is used to specify how much of Item displayed or being entered is issued from Stock or is used in a Bill of Material for an assembly. Note that in ManEx, the Unit of Measure Each is treated as being an integer unit. That is, you can only have one or multiples of an Each, but not a fraction of an each. You can have fractions of inches, feet, pounds, ounces and any other Unit of Measure. Although you can use fractions in the Bill of Material, the User can't kit fractions of each parts. ManEx will round up to the nearest whole number. The proper way to approach the situation where the kit amount is expressed in fractions, is to use any Unit of Measure other than Each. If an appropriate choice is not available when entering a new item, see System Setup/Unit of Measure & Conversion to set up a new Unit of Measure.    See Article #3414 for further detail.

Purchase UOM: This is the Unit Of Measure (Foot, Inch, Each, Gallon, Quart, etc.) that is used to specify how the Item displayed or being entered is purchased from a vendor.  If an appropriate choice is not available when entering a new item, see System Setup/Unit of Measure & Conversion to set up a new Unit of Measure.        See Article #3414 for further detail.

Package: Specifies the way in which the Item is packaged when it comes from a vendor (ie. Reel, Tray, 6-Pak, Ream, Individually, etc.)   If an appropriate choice is not available when entering a new item, see System Setup/Part Package to set up additional part packaging.

Buyer: All items with the same Buyer's initials in this field will be grouped together for display or printout of the Material Requirements Planning Action List when filtered or displayed by Buyer. If an appropriate choice is not available when entering a new item, see System Setup/Inventory Buyer Setup to set up additional buyers.

Last Change	This automatically defaults in the date and time of the last change made to this part number in the item master. Once the change has been saved.
By	This automatically defaults in the initials of the user that made the last change to this part in the item master. Once the change has been saved.
Configuration Charge	This is NOT a part of the standard cost total, as discussed below.It is a specific cost used with the ManEx Order Configurator module and represents any additional cost over and above the standard cost total.
Run Scrap %	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 Scrap Qty	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.

Mgmt Lock:  If locked, all users can access the screen, but will not be able to edit the record until Approved users remove the lock. Lock Date: This automatically defaults in the date and time the lock was implemented to this part number in the item master. By: This automatically defaults in the initials of the user that implemented the lock to this part number in the item master.

	Depressing this button will give the users the ability to scan any related documents directly into the ManEx system and attached the document directly to the item in the ICM Module.  For further detail see Article #2396.  If this button is displayed in Red there is Related documents attached.
Inspection Required/ Quality Spec	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 in the Inventory Part Class & Type Setup. Any Part Type in a particular Part Class can have Inspection Required turned on or off.
First Article	Checking this box will alert the users that the item requires a first article check at receiving inspection.
NC NR	Checking this box, means that this part cannot be cancelled or returned.  NOTE: This field is for reference only.

Certs Required/ Cert Type:  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.

MRC	This is to inform the users which items are Low Risk, High Risk, etc.This will need to be defined in System Setup Material Risk Code Setup.
EAU/Last EAU Calc	These fields display the Estimated Annual Usage, if applicable and the last date that the EAU was calculated.
PPM	This field is a data entry field and is not currently involved in any calculations or used anywhere else 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.

The dimensions such as Length, Width, Depth and Weight are entered in this section

Within Security there is the option to allow users to have access (all or partial) to the Inventory Control Management module.  Then within those Inventory Security settings there is a provision for optional additional privileges, including the ability to make changes to the Standard Costs.  Only a user with these rights will be allowed to change any of the costs listed below.  Also, none of the cost listed below will be editable if there is inventory or WIP on hand.  

Material Cost	This is the purchase price of the BUY part. For MAKE Parts:  The sum of the STANDARD COSTS of BUY parts in the assembly.  Whether or not setup scrap is included is a system setup option.
Labor Cost	If the user wishes to include any preparation labor costs associated with a BUY part, like crimping, tinning testing. etc., those costs may be included here. For MAKE Parts:  The user may include the labor associated with building the assembly.
Overhead Cost	For BUY Parts:  Any additional costs associated with the labor, such as heating, lighting, etc., that the user may wish to include in the cost of the inventory value.  For MAKE Parts:  Any additional costs associated with the labor, such as vacations, sick leave, meeting times, etc., that the user may wish to include in the inventory value.
Other Cost	For BUY or MAKE Parts:  This is up to the user  to decide if there are any other costs that should be absorbed in the inventory value.
User Defined Cost	For BUY or MAKE Parts:  This is a field where a user may define the field name and include any optional costs.
Standard Cost	The STANDARD COST of an item is a calculated value determined by the sum of individual costs.  These individual costs may be in any combination of the Material, Labor, Overhead, Other and User Defined costs.   Each of the individual costs should have their own account number in the Inventory setup, and those accounts will accrue the costs when material is added to inventory. If ManEx Accounting is neither installed nor active, then there is no value other than reference in including values in these fields.
Target Price	NOTE:  To assign prices to products ("MAKE" parts), ManEx suggests using the Sales Price List Information module.  This module allows users to enter prices by product and by customer so different customers can have different prices.  This price will default into the sales order, but is still editable within the Sales Order module.
Weighted Cost	If the Part Source is a BUY,  the weighted cost is calculated by dividing the extended total cost from number of purchase orders (setup in the General Inventory Setup module) by the total qty.    NOTE:  The User has the option of changing the number of (Weighted Cost - Last ( )) purchase orders within the Inventory screen, but, changing this number  within the Inventory screen will NOT change the Weighted Cost it will only change the number of Purchase Orders displayed in the view screen.
Last Changed	This captures the date of the last change to the cost within this module and/or the outside modules such as the Purchase Order module and/or the Cost Adjustment module
Purchase History By:	This field allows the users to select which date "Order Date" or "Edit Date"  on the PO to use when displaying the PO's in the Purchase History. The default is setup within the General Inventory Setup module.
Include PO with Status:	This field allows the user to select the status of the Purchase Orders they would like to have displayed in the Purchase History. "Open and Closed (Approved)" or "New and Editing (Waiting for Appr.)" or "All".  The default is setup within the General Inventory Setup module.  PO;s with a status of Cancelled will NOT be displayed
Show Last __ Purchase Order(s)	This field allows the users to setup the number of Purchase Orders they would like displayed in the Purchase History.  The default is setup within the General Inventory Setup module.

 

 

The completed Item Master screen will appear:

Click on the Quantity Info tab and the following screen will appear. This screen is split. You must enter in the manufacturer information and click save. Then the system will allow you to add the warehouse and location information.

If the Inventory Material Type is set to "Auto" (within the Material Type Setup), everytime the user modifies the AVL material type, the program will update the Inventory Material Type automatically, if the control is set to "Manual", then the user will be able to modify the Inventory Material Type from the Material Type pulldown.  Keep in mind that the program will NOT validate if the material type in Inventory and AVL levels are in sync.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned.

Enter Manufacturers Part Number: Type in the manufacturers part number.

Enter Manufacturer: Choose a mfgr from the pull down.  If no Manufacturer is specified use GENR (Generic). If no information is entered in the Quantity Info screen, GENR will be added by the system automatically when saving the item. System will not allow users to have duplicate AVL/MPN combinations.  If user has same mfgr and mfgr PN but different material types, we suggest that the user create a new AVL with a dash (or any other symbol) and use that designation to transfer to the UNK material type parts or create a different location for the same part, but have it be non-nettable, making it ineligible as a source for MRP.

Enter Pref: Type in the Preference. (Whether this is a preferred manufacturer and if so the ranking or preference).  If no preference code is added, 99 will be assigned automatically.  All items will be at the bottom of the preference list unless the user assigns another number to it. See Article 943 for more information. The Pref Code is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts. If the user later changes the preference code on the internal part, the change is not carried over to the consigned part. 

 

Enter Safety Stock:  Enter in a qty that you want kept on hand for this specific AVL.  (User may have safety stock for more than one AVL in a given part number).  This qty is in addition to the MRP demands. (Note: Safety stock is calculated at the AVL level not part # level).     ManEx will ensure that there is always the safety stock qty on hand regardless of the MRP demands.  Please see Article  #2331  for more detail.  

If this option is check marked then the users will be able to automatically create any new Location for this part within the PO Receiving module.  Note:  Users MUST have special access within the Inventory Control Security setup module to modify this checkbox.  There is also a similar check box within System Setup, Warehouse Setup, this will also have to be marked for the warehouse in order for this option to be applied.

Depress the save button located at the bottom of the screen. You now have the option of entering an AVL Material Type (as described below) for the existing mfg., enter in another manufacturer part number or creating a warehouse for the existing manufacturer. 

AVL Material Type: Choose from the pull down, Unk, LF-P/N, LF-Date, LF-Mark, RoHS-P/N, RoHS-Date, RoHS-Mark. See Article 4002 for definitions. These choices have been defaulted in.  Customers may establish the logic by which the material type for the parts are established by the material types at the AVL level in System setup/Material Type Setup.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned part.    If the Inventory Material Type is set to "Auto" (within the Material Type Setup), everytime the user modifies the AVL material type, the program will update the Inventory Material Type automatically, if the control is set to "Manual", then the user will be able to modify the Inventory Material Type from the Material Type pulldown.  Keep in mind that the program will NOT validate if the material type in Inventory and AVL levels are in sync.

AVL Material Value

This is a text field for a given material type.  For example:  if the material type was "LF-Date" user could enter the date code in this field.  The Value could be different of various AVL's with the same material code.  This fields is a reference only field and is optional.

If the users add new AVL's to the Internal part number, they can add it to a Consigned part number by depressing this button.  A screen will appear and within that screen they can select which AVL they want to add to a Customer consigned part number.

User would check these boxes if there is a situation where the Users customers will allow them to use up non-conforming inventory (might be leaded), but cannot replace the same AVLs.  In such a circumstance, it is not appropriate to delete the parts, but neither can they be purchased for future requirements.  Likewise, they may want to avoid kitting except by special circumstances where the user can override the block from kitting if their customer permits it.  So at the AVL level, we have added these two logic fields that would signify that the AVL is NOT to be purchased and/or kitted. If the disallow kitting checkbox is checked, the disallow purchasing checkbox will be checked as well.   For more information on how this affects MRP see Article #2329.

When the "Disallow Purchase" is checked ON - ManEx will check if any Safety Stock (SS) is entered, if so the following prompt will be displayed and will un-check the checkbox upon depressing the OK button.



When the "Disallow Purchase" is checked OFF - ManEx will check and if "Disallow Kit" is ON the following prompt will be displayed and will revert the change to leave "Disallow Purchase" ON and leave "Disallow Kit" ON.



When the "Disallow Kit" is checked ON - ManEx will check if any SS is entered,  if so the following prompt will be displayed and will un-check the checkbox upon dpressing the OK button.  If SS is zero, no message will be displayed and ManEx will auto check "Disallow Purchase"



When the "Disallow Kit" is checked OFF - ManEx will check and if "Disallow Purchase" is still checked ON the following message will be displayed giving the user the option to uncheck the "Disallow Purchase" but is not required. 





To create a warehouse, depress the Add button (located under the right hand section of the screen)

Choose Internal (To Create an In-Store Warehouse refer to Article #5583)

Enter Warehouse: Select the Warehouse from the pulldown. In ManEx, the default warehouse is Main 1. If the User has accounting, this would equate to the Raw Materials Inventory. Many Users want to separate their Raw Materials and Finished Goods Inventories. So, if this is a Make part, the User may want to select the finished goods inventory warehouse. Some Users also set up separate warehouses and general ledger account numbers for In-Stores and Consigned.  If no warehouse is selected upon saving the record the system will deafult in the default warehouse setup in System Setup Warehouse Setup.

Enter Location	The location entered is where the parts will be stocked and/or located within the warehouse.  System will NOT allow users to add same locations with leading spaces  This field is flagged as “Read Only” for an MRB whse item. (Meaning you can not create new locations for MRB whse). Due to the fact that the MRB location is usually generated from a PO rejection – and if so, it needs to retain that link back to the original PO information and that is populated into the location field and is not editable. If you move into MRB via Inventory Handling then no location information is populated, but you are still unable to edit it.
Netable box	Remove the check mark from Netable only if the item entered is NOT to be considered as Supply when running Material Requirements Planning.  If the MRB whse is being added the Netable field is disabled and unchecked.
Validated box	This is for reference only and does not affect any other modules in Manex. This is simply for the users to check that the part being added has been verified as appropriate.

Depress the Save button at the bottom of the screen.

The completed Quantity Info screen looks like this:

Material Requirements Planning Information:  Depress the MRP tab and the following screen will appear. Enter the Material Requirements Planning information for the item.

Order Policy: This field is used to select the method used by the Material Requirements Planning module to combine requirements for this item in creating Planned Purchase Orders (POs). For instance if the choice is (Lot for Lot), the Material Requirements Planning module will plan one PO for the total requirements on a daily basis. If the choice were (Weekly), the Material Requirements Planning module would combine all the requirements each week and plan one PO on the first requirement day for the entire weeks needs.

Min Order Qty	This is the smallest number of the item that can be ordered from the vendor in one PO. For instance, Surface Mount components on a reel usually have a minimum order of 1000 items or more.
Order Multiple	This field defines the even multiples of the Unit of Measure in which an item must be purchased. For example, 16AWG Wire might be only available in even hundreds of feet on a spool in which case the Material Requirements Planning module would plan a PO for the next higher even hundred above the requirement.

Purchase Lead Time: Purchase of all items other than In-Store items requires that the PO be placed a minimum number of days before the actual requirement. This Lead Time requirement is what tells the Material Requirements Planning module how many days before a requirement to plan a PO.  Changing the leadtime of a Buy part will NOT change the due date in MRP, only the date to take action.

Kitting Lead Time:  This field will be displayed only if it is a Make or Phantom part.  This Lead Time requirement is what tells the Material Requirements Planning module how many days to allow for kitting. Changing the kitting leadtime of a Make or Phantom part will change the due date in MRP.  A TRUE phantom does NOT require any lead times and should be left blank.  BUT . . . if for some reason you need to add a lead time for a TRUE phantom ManEx does have the capability. Production Lead Time:  This field will be displayed only if it is a Make or Phantom part.  This Lead Time requirement is what tells the Material Requirements Planning module how many days to allow for production. Changing the production leadtime of a Make or Phantom part will change the due date in MRP.  A TRUE phantom does NOT require any lead times and should be left blank.  BUT . . . if for some reason you need to add a lead time for a TRUE phantom ManEx does have the capability.

Pull In Days	When PO due date is more than this number of days too late for an Material Requirements Planning module requirement, a PO Due Date change Action Notice will be generated.  . Note: These parameters may be thought of as filters for MRP Order Actions when the requirement dates for the parts changes.   See attached Document <<pullin-pushout discussion.docx>>.
Push Out Days	When PO due date is more than this number of days too early for an Material Requirements Planning module requirement, a PO Due Date change Action Notice will be generated.  . Note: These parameters may be thought of as filters for MRP Order Actions when the requirement dates for the parts changes.  See attached Document <<pullin-pushout discussion.docx>>.
Re-Order Qty	This is the number of the item to order at time of order.
Re-Order Point	To use a Min/Max system rather than Material Requirements Planning for reordering this item, enter the quantity at or below which the item should be replenished. Print the Inventory Material Reorder List report to show items which have dropped below re-order point minimums.

The completed MRP screen would appear as follows:

Notes Tab

Depress the Notes tab. Add Notes by clicking the Edit Action Button and typing in manually. Use Utility/ Copy or Ctrl+C and Utility/ Paste Ctrl+V to copy and paste from the existing Item Notes to new Item Notes.

Depress the Customer tab.  Depress the Edit button and the following screen will appear:

 

Depress the Add button (under to the Customer Field) to select a Customer.  A customer list will appear.  Select the customer desired. For every Customer that requires an Approved Vendor List, selection of these items Manufacturer Part Numbers list (in the Quantity Info Screen), a Customer Part Number must be entered in the Customer Screen.  Enter a Customer Part Number and Save.  When you create a Customer Part number (Consigned) within the system, user has the option to Add Default Warehouse, Copy Warehouse Location from Internal Part, or Do not add any Warehouse Location upon creation.   Note:  System does not allow you to enter more than one part number per customer to the same internal part, (for more detail see Article #2389).

Depress the Supplier tab, depress the Edit button and then the Add button (under the Supplier Field) to select a Supplier, enter a Supplier Part Number and Save.

The completed Supplier screen would appear as follows:

Manufacturer Part Specifications

Depress the Mfgr Part Spec tab.  Enter the Marking, Body, and/or Pitch, or select the Packaging Configuration (from the pull down), if desired.  Add Manufacturer Part Spec drawings, images or .pdf file by clicking on Load Document and linking to the desired image or pdf file. The completed screen will appear:   NOTE:  Package configuration setup is provided so that the user may define a machine's Units per Hour.  This definition can then be accessed in the Production Work Centers & Activities setup/Activities Setup & Run tab.

Once all information for new record has been entered, depress the Save button to save the record, or the Abandon record button to abandon record.

 

 

 

Copy a Part Number

To copy an existing part, Find the part you want to copy, using Find an Inventory Control Record. Highlight that part number and then depress the Item Master tab. Depress the Copy icon at the top of the screen. The following message will appear along with the "Select Copy Options" at the top of the screen.

 

 

Selecting Auto Number will create a copy, and open the  Item Master Screen.  The fields which may be edited are highlighted. 

Selecting Edit Part # Rev. will bring up a reminder message: Depress the Ok button. The Item Master Screen will open.  All of the fields which can be edited, including the part number and the revision number, will be available for editing.

Selecting Increment Rev, will cause the system to assign the same part number and the revision number will automatically increment by 1.  In the Item Master all the fields which may be edited are highlighted, as illustrated below:

Edit an Inventory Item

Find an Inventory Control Record  

 

 

 

Note:  How to remove or inactive an Inventory record -  See Article #924 (Status Defintion).

Depress the appropriate tab which needs to be modified. Depress the Edit button. Enter your Password. The items displayed in Black may be edited:

 

ITEM MASTER TAB

 

Item Master tab

The following fields are all editable:  Part Class, Part Type, Description, Material Type, Serialize box, Status (for status defintions see Article #924), ABC code, Stock / BOM UOM, Purchase UOM, Package, Buyer,  Mgmt Lock, Configuration Charge, Run Scrap %, Setup Scrap Qty, Costs (see NOTE below), Inspection box, Certs Required box, First Article box, NC NR, box, MRC, PPM, Length, Depth, Width, & Weight.   Users should use caution when changing the lot code tracking status. When lot code tracking status is change the entire history of the lot code for this specific part is removed from system.   We do NOT recommend users to change the Unit of Measure while there is qty on hand within the system.   For further detail see Article #3414. 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 and/or Phantom/Make.  For further details see Article #3289 .  After all these criterias are passed, if the part has quantity on hand, the user has to enter the serial numbers to match the quantity on hand. Note re Editing Standard Cost: You will need a Supervisors Password to change the Standard Cost. The best procedure is to use the Standard Cost Adjustment module.  The Standard Cost Adjustment module will update the Inventory records AND will create the appropriate accounting entry. If you edit the cost in this screen, a manual accounting entry will be required.   User can select how they would like to view the Purchase History either by Order Date or Edit Date, also which PO's to include by status and the number of Purchase Orders viewed on screen.   NOTE:  These changes will NOT change the Standard Cost.  These changes will only affect how the PO's will be viewed on screen when the Purchase History button is selected.

Changing a non-serialize part to a serialized part

BUY - If a user changes a non-serialized BUY 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 part has un-reconciled PO (user has to reconcile all receipts before system will allow user to check the "Serialize" box).

MAKE or a Make/Phantom Part - If a user changes a non-serialized MAKE part to a Serialize part and the part has quantity in FGI the following message will appear:

If a user is changing a Non Lot Coded part to a Lot Coded part they will receive the following message informing the user that "Dummy" lot codes will be setup for existing oh hand quantities and asking the user if they would like to continue. 

 

 

If a user is changing a Lot Coded part to a Non Lot Coded part they will receive the following message informing them that any existing Lot Code information for this part will be deleted from the system if these changes are saved and asking the user if they would like to continue.

 

 

 

If a user is changing a Lot Coded part to a Non Lot Coded part or vis-versa and the part is also serialized and if there is qty on hand, user will receive the following message and will be unable to save the change.  

 

QUANTITY INFO TAB

 

Material Type	Select from the pull down, Unk, LF-P/N, LF-Date, LF-Mark, RoHS-P/N, RoHS-Date, RoHS-Mark. See Article 4002 for definitions. These choices have been defaulted in.  Customers may establish the logic by which the material type for the parts are established by the material types at the AVL level in System setup/Material Type Setup.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned.   If the inventory material type update is set to "Auto" (within theMaterial Type Setup), everytime the user modifies a part or AVL, the program will update the inventory material type automatically, if the control is set to "Manual" then user will be able to modify inventory material type on "Quantity Info" page via a Material Type pulldown, the program will not validate if the material type in inventory and AVL levels are in sync.
AVL Info	User can edit the Pref Code, Safety Stock, AVL Material Type, Enter AVL Material Value info, check the Allow Auto Creating Location at Receiving (selected AVL) and/or Disallow this part from Purchasing and/or Kitting (if applicable).   Depress the ADD button to enter a new mfgr and mfgr PN.  Highlight an existing mfgr and mfgr PN in the box and depress the DELETE button to delete an existing mfgr and mfgr PN (if there is no qty on hand). Note:  When deleting an MPN - keep in mind that the MPN will be deleted from the screen but NOT from the tables. The MPN's that have been deleted are retained in the tables for history tracking purposes.      If the user changes the preference code or material type these changes are not carried forward to the existing consigned parts. System will not allow users to have duplicate AVL/MPN combinations.  If user has same mfgr and mfgr PN but different material types, we suggest that the user create a new AVL with a dash (or any other symbol) and use that designation to transfer to the UNK material type parts or create a different location for the same part, but have it be non-nettable, making it ineligible as a source for MRP.
Warehouse Info	User can edit a location to an existing Warehouse, check or uncheck the Netable and Validated boxes.  Depress the ADD button to add a new Warehouse.  Highlight an existing warehouse in the box depress the DELETE button to delete an existing warehouse (if there are no qty on hand).  Caution on deleting warehouses:  Please remember if you delete a warehouse for a given part number, that you are ALSO deleting some of the history for that part at that location.  If you think that such history will be required in the future, then DO NOT delete the warehouse. NOTE:  When removing/changing WH/Location system will prompt the user if any POs are open, which are using the modified location. This prompt will allow the user to abort or continue with the change.

If the user adds new AVL's to the Internal part number, they may click on this button and it will bring up the following screen.

 

Highlight the Consigned part number (s) you want to add AVL to.  Select the radio button for the Warehouse you want to add to the AVL.  Select the Part Mfgr  from the pull down you want added to the consigned part number (s) highlighted.  As shown in the screen above.

 

Depress on "Add Selected AVL to the Highlighted Parts"  The following warning will appear.

 

 

 

If "yes" is depressed you will receive the following screen:  If "No" is depressed the action will be deleted.   Depress "OK" and the transaction is completed

 

MRP INFO TAB

MRP Info Tab

Order Policy, Min Order Qty, Order Multiple,  Purchase Lead Time, Pull In Days,Push Out Days, Re-Order Qty, Re-Order Point

CUSTOMER TAB

Customer Tab

Add or Delete a Customer and Customer PN.

SUPPLIER TAB

Supplier Tab

Add or Delete a Supplier and Supplier PN.

MFGR PART SPEC

Mfgr Part Spec

Load/change picture or .pdf file.

 Depress the Save Action button at the completion of each edit.

Find an existing Inventory item Record, or Add a new Inventory item record.

Depress the   button, and enter password.

The following screen will appear:

 

 

Depress the Add record icon, enter in a Document Number, REV, Doc Description, Doc Date, Doc Note; 

Locate the document and double click on it and the document will populate screen.

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  The following screen will appear:

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  

Once documents are saved the "Inventory Item Related Documentation" button will display in Red.  This Document will be available to view in the PO Module and PO Receiving Module also.