Entering a Purchased Inventory Part—Exercises

Basic Data Setup

Commodity Group

Purpose: The purpose of this exercise is to show you how to set up the basic data required to enter a purchased inventory part. In this exercise, you will specify a commodity group.

1. Enter a commodity group that will be used as Commodity Group 2.

2. Save your changes.

General Exercise for Commodity Groups

Main Exercise

Purpose: The purpose of this exercise is to show you how to enter a purchased inventory part and to register part certificates received with the part (If IFS/Part Certificates is installed).

Windows:
Inventory Part
Register Part Certificates

Enter Purchased Inventory Part

1. Enter a part with an appropriate description.

Note: If you need to use the inventory parts in other exercises, include your initials at the beginning of the inventory part ID, e.g., XX123-1. This makes it easier to query for your parts later.

2. Click the General tab.
3. In the Part Type list, click Purchased.

Note: A purchased inventory part can also have the Purchased Raw or Expense part type.

2. Enter your user ID as the planner. 
3. Specify the unit of measure in which the part is stored.
4. Enter a commodity group in the Commodity Group 2 field. Leave the Commodity Group 1 field as it is.
5. Click the Planning Data tab.
6. Enter your part planning planning method. 
   • If you enter a re-order point planning method, B (Order Point Planning) or C (Order Up To Planning), then enter the safety stock, order point, and order point quantity. If you select the appropriate check boxes, the program will calculate these values automatically. This requires historical and statistical data.
   • If you enter a Material Requirements Planning planning method, A (Lot for Lot Planning), D (Fixed Order Quantity), E (Least Unit Cost Planning), F (Part Period Balancing Planning), G (Period Order Quantity Planning), K (Blow Through Planning), P (Phantom Part Planning) or M (Manual Planning or Components), some fields will become available or unavailable depending on the planning method selected.
7. Enter a Manufactured / Acquired Split if the part will be manufactured and purchased at the same time.
8. Click the Costs tab.
9. Enter the estimated material cost.
10. Save your changes.

Register Part Certificates

Note: You are required to enter the supplier's organization code together with any of the certification numbers or a unique personal ID. All other fields are optional to enter in this exercise.

1. Open the Register Part Certificates window.
2. Click the Serial Parts tab to register part certificate details for a serial part or click the Batch Tracked Parts tab if you want to register certificate details for a lot batch part.
3. Query (F3) for the relevant part number or lot batch number.
4. Click the Certificates tab and create a new record (F5).
5. In the Form Tracking No. field, enter the unique tracking number that is used to identify this certificate information. If this field remains empty when saving, a tracking number (supplier code + unique sequence number) will be generated automatically.

Note: Only one of the certificate number, production certificate number, type certification project number, repair agency claimed certificate number or unique personal ID is required, as specified in the received certificate. To enter a value in the relevant field, follow steps 6 to 10.

6. In the Certificate No. field, enter the identity of the certificate as issued by the authority.
7. In the Production Certificate No. field, enter the number used by an aviation authority to identify a referenced certificate holder.
8. In the Type Certification Project No. field, enter the number assigned by the regulatory authority to uniquely identity the type certification project.
9. In the Repair Agency Claimed Certificate No. field, enter the repair certificate number issued by the aviation authority.
10. in the Unique Personal ID field, enter a unique form of identification such as a PIN number or employee ID.
11. In the Supplier Org. Code field, enter the identity of the organization issuing this certificate.
12. In the Supplier Company field, enter the company to which the organization belongs.
13. If the certificate was received from an external source, enter the identity of the receiving organization in the Receiver Org. Code field. Use the List of Values to select a valid value.
14. Enter the identity of the receiving site in the Receiver Org. Site field. Use the List of Values to select a valid value.
15. From the Order Type list, select a reference to the order type from the supplier.
16. In the Order Ref 1, Order Ref 2, Order Ref 3, Order Ref 4 fields, enter references to the order from the supplier.
17. In the Quantity field, enter the number of parts if this is a batch tracked part. Enter the unit in the Unit of Measure field.
18. In the Authority field, enter the regulatory authority and the country in the Country Code field. If there is an approval type, enter it in the Approval type field.
19. In the Form Type field, enter the type of part certification or conformance document governed by the applicable regulatory agency.
20. In the Form Revision field, enter the valid revision of the form.
21. In the Approver ID field, enter the ID of the person who approved the part certificate. Enter his or her authorization number in the Authorization Reference No field.
22. In the Date Approved field, enter the date the certificate was approved.
23. Specify the type of work performed by selecting a valid value from the Status/Work list.
24. In the Customer ID field, enter the identity of the customer who received the certificate as specified in the part certificate.
25. If specified in the received certificate, enter the Manufacturer No, Mfr's Part No, Product No, Model No and Manuf Date of the part.
26. Enter the Expiration Date and Shelf Life Start Date if relevant for the part.
27. In the Remarks fields, enter remarks corresponding to the Blocks 9, 13 and 14 of the part certificate.
28. Enter Part Usage Restrictions and a Repair/Mod. Description.
29. Enter the Airworthiness Directive No or the Service Bulletin No relevant to the repair/modification done.
30. Enter the address of the organization on whose behalf the certificate was issued in the address-related fields.
31. If the issuance of the data has been done at a location other than issuer's main location, enter the address of that organization in the remote issuer address fields.
32. If  there are any deviations from the customer work order, enter the data in the Airworthiness Deviation Text 1 field. Use the additional deviation text fields to enter further information.
33. Enter the International Commodity Code and/or the Airline Stock No, if defined.
34. If the part certificate has been issued for a new/manufactured part, select  the manufacturing conformance indicator from the Design Data Approval Code list.
35. Select the Newly Overhauled check box and the Direct Ship Authority check box.
36. Select the Airworthiness Data Type from the list and enter the Conformity/Prototype Project. No.
37. If the part certificate has been issued for a return to service part, select the Airworthiness Regulation Code from the list. Select the NAA Maintenance Req. check box for Dual release and enter the NAA Maint. Req. Description.
38. If a certificate has previously been issued for the same part serial/batch part, enter the Previous Form Tracking No and select the Previous Form Format from the list.
39. In the Delivery Status list, select Delivered.
40. Save the information (F12).
41. To verify that the part certificate details are entered on the serial part, navigate to the Part Serial window or the Lot Batch Master window and query for your serial part or lot batch number. Click the Part Certificates tab and verify the information displayed in the tab.

Connect Part Certification Document to the Certificate Object

1. Open the Register Part Certificates window.
2. Select the part certificate record you entered for the serial part or batch tracked part.
3. Click the Attachments panel and then click Documents.
4. Attach the relevant document.

Note: Alternatively, you can attach the part certificate document by selecting the relevant record in the Part Certificates window, Part Serial/Part Certificates tab or the Lot Batch Master/Part Certificates tab and then using the Documents feature in the Attachments panel.