Create Inventory Part from Engineering Part

Explanation

Use this activity to create an inventory part record from an engineering part record in one or more sites. This can be done either as a step in the Create New Engineering Part wizard while creating a new engineering part, or by using an existing engineering part in the Part/Engineering/Part Detail tab or the Engineering Parts window.

Prerequisites

If you want to use the same planning data parameters as an existing inventory part, a template part must be established in the  Inventory Basic Data/Template Parts tab.

System Effects

The selected engineering part is established as an inventory part at one or more sites.

Windows

Engineering Parts
Part

Related Window Descriptions

Engineering Parts
Part/Engineering/Part Detail
Create New Inventory Part

Procedure

To create an inventory part record while creating a new engineering part in the Create New Engineering Part wizard:

  1. Open the Engineering Parts window, and right-click, then click Create New Part. This will open the Create New Engineering Part wizard.
  2. Enter values for the engineering part in the fields of the first wizard window. Note that only the Part Description field is a required field.
  3. Select the Create Inventory check box, then click Next.
  4. The Create New Inventory Part wizard window will be displayed, with the part number (if any) and the part description automatically filled in. All sites that your user ID is linked to will be displayed in the table area.
  5. In the Add to Inventory Part field, select the check box for each site for which you want to create an inventory part. If you want to select all sites, click Select All.
  6. Optionally, if you want to use the same planning data parameters as an existing inventory part at the specified site, you can select from among the defined template parts at each site. With the cursor in the Copy From Template Site, click List to select from the available values. The remaining fields on that row will be automatically filled in.
  7. Repeat step 6 for any additional sites for which you want to planning data parameters from a template part.
  8. Click Next, and continue through the wizard steps, entering any necessary values in the fields. This option is enabled once all mandatory fields have been completed
  9. To have the system create the inventory part, you must click Finish in the final wizard window. If you click Cancel in any step of the wizard, this will prevent any of the information entered in any of the steps from being added to the system.

To create an inventory part record at one or more sites for an existing engineering part record from the Engineering Parts window:

  1. Open the Engineering Parts window, and populate or query for the specific part record.
  2. If the Inventory Part Exists check box is selected, this means that the part exists on at least one site as an inventory part. You can still choose to create the part as an inventory part on additional sites.
  3. Select the part record for which you want to create an inventory part record.
  4. Right-click, then click Create Inventory Part. This will open the Establish As Inventory Part on Site window, with the part number and part description displayed. The available sites will also be displayed in the table area.
  5. In the Add to Inventory Part field, select the check box for each site for which you want to create an inventory part. If you want to select all sites, click Select All.
  6. Optionally, if you want to use the same planning data parameters as an existing inventory part at the specified site, you can select from among the defined template parts at each site. Enter the site in the Template Site field, or click List to select from the available values. The remaining fields on that row will be automatically filled in.
  7. Repeat step 6 for any additional sites for which you want to planning data parameters from a template part.
  8. Click OK to have the system create the inventory part record(s).

To create an inventory part record at one or more sites for an existing engineering part record from the Part/Engineering/Part Detail tab:

  1. Open the Part window, and query for the specific part record.
  2. Click the Engineering tab. Part information will be displayed in the Part Detail tab.
  3. Right-click, then click Create Inventory Part.
  4. This will open the Establish As Inventory Part on Site window, with the part number and part description displayed. The available sites will also be displayed in the table area.
  5. In the Add to Inventory Part field, select the check box for each site for which you want to create an inventory part. If you want to select all sites, click Select All.
  6. Optionally, if you want to use the same planning data parameters as an existing inventory part at the specified site, you can select from among the defined template parts at each site. Enter the site in the Template Site field, or click List to select from the available values. The remaining fields on that row will be automatically filled in.
  7. Repeat step 6 for any additional sites for which you want to planning data parameters from a template part.
  8. Click OK to have the system create the inventory part record(s).