Handling Material Demand—Exercises

Basic Data Setup

Adding a Project Connection to a Design Object

Purpose: The purpose of this exercise is to add a project connection to a design object, to view the effect of the project connection on the PR.

Windows:
Design Object/Project

  1. Add a project and activity for your design object.

General exercise for Adding a Project Connection to a Design Object

Creating Class Relations

Purpose: The purpose of this exercise is to set up class relations.

Windows:
Class/Class Relations

  1. Create Class Relations with the values defined in the table rows for the columns (fields) defined below:
Class Class Relation Description Sub Class
PUMP CENTRIFUGAL can have design part PUMP CENTRIFUGAL
PUMP CENTRIFUGAL can have an additional part BEARING

General exercise for Creating Class Relations

Creating Design Objects

Purpose: The purpose of this exercise is to create design objects.

Windows:
Design Object
 Design Objects

  1. Create a design object for the following classes to use in the exercises to come:
    Class Design Object ID
    PUMP CENTRIFUGAL PC1

General exercise for Creating a Design Object.

Creating Design Parts

Purpose: The purpose of this exercise is to create design parts.

Windows:

        Design Part
Design Parts

  1. Create design parts for the following classes to use in the exercises to come:
    Class Design Part ID Description
    PUMP CENTRIFUGAL 10600010 Pump Centrifugal APP3
    BEARING 10520001 Single Roller Bearing
    BEARING 10520002 Single Ball Bearing

General exercise for Creating a Design Part.

Connecting Additional Parts to a Design Object

Purpose: The purpose of this exercise is to connect additional parts to the design objects, to use in the exercises to come.

Windows:
Additional Parts

  1. Create additional parts as follows:
    Sort Order Object ID Design Part ID Description Spare Part Quantity Purchase Part Quantity
    1 PC1 10600010 Pump Centrifugal APP3 1 1
    1 PC1 10520001 Single Roller Bearing 1 1
    1 PC3 10520002 Single Ball Bearing 1 1

General exercise for Connecting Additional Parts to a Design Object. 

Connecting a Supplier for a Purchase Part

Purpose: The purpose of this exercise is to connect additional parts to the design objects, to use in the exercises to come.

Windows:
Supplier for Purchase Part

  1. Connect the supplier XX-170 (replacing XX with your initials) to the purchase part 10520001.

General exercise for Connecting a Supplier for a Purchase Part. 

Main Exercise

Purpose: The purpose of this lesson is to handle material demand from IFS/Asset Design.

Windows:
ERMPL
 Supplier for Purchase Part
Purchase Order
Receive Inventory Part

Modifying the Planned Cost Details on an ERMPL Demand Part

  1. Open the ERMPL window.
  2. Select the 10520001 part line, right click and then click the Cost Elements menu option. The Cost Element Planned Cost Details dialog box will open. Observe that the Materials cost element has a value
  3. Click on a row in the table, and click on the New button.
  4. In the Cost Element field, click List button and select Miscellaneous.
  5. In the Planned Cost field, enter 10.
  6. Click Apply.
  7. Click OK.

Updating the Planned Cost from the Supplier Price

  1. Open the Supplier for Purchase Part window.
  2. Search for the part with Part No 10520001 and Primary Supplier +(selected). 
  3. In the Price/Curr field, enter 10.
  4. Open the ERMPL window.
  5. Select the demand line for part 10520001, right-click, click Update Planned Cost and then click Update from Supplier Price.
  6. Right click on the demand line and then click the Cost Elements menu option. The Cost Element Planned Cost Details dialog box will open. Observe that the Materials cost elements now holds the value 10.
  7. Back on the ERMPL window, observe that the total planned cost has also been updated with the latest supplier price. Further, the Design Obj. CE Updated check box on this window has been cleared.

Updating the Planned Cost from the Latest Purchase Order

  1. Open the Purchase Order window.
  2. Enter the purchase order header. Enter supplier XX-170 (replacing XX with your initials) and a receipt date two weeks ahead from today's date.
  3. Enter a purchase order line with the following information:

    4. Part Order Lines

    Part Number Quantity Wanted Delivery Date Price/Curr
    10520001 20 One month from today's date 12

    Note: Replace XX with your initials.

     

  4. Open the ERMPL window.
  5. Select the demand line for part 10520001, right-click, click Update Planned Cost and then click Update from Latest Purchase Order.
  6. Right click on the demand line and then click the Cost Elements menu option. The Cost Element Planned Cost Details dialog box will open. Observe that the Materials cost elements now holds the value 12. 
  7. Back on the ERMPL window, observe that the total planned cost has also been updated with the latest supplier price. Further, the Design Obj. CE Updated check box on this window has been cleared.

Updating the Design Object Planned Cost from the ERMPL

  1. Open the ERMPL window.
  2. Select a demand line for part 10520001, right-click and click Update Design Object Planned Cost.
  3. Observe that the Design Obj. CE Updated check box on this window/tab and the Cost Elements Updated from ERMPL field in the Project Connections window will be selected, indicating that the Total Planned Cost for the parts in the design object has been updated from the ERMPL. The value in the Total Planned Cost field for the Design Object in the Project Connections window will reflect the changes to the planned cost that you just entered in the ERMPL window/tab as well.

Reserving Material

  1. Open the Receive Inventory Part window.
  2. Search for the part 10520001.
  3. In the Received Quantity field of the table, enter 10.
  4. Click Save. If the Define Cost Structure dialog box opens and the table is empty, create a new line using cost bucket 110 and unit cost 100.

Note This dialog will not open if you are using inventory valuation method standard cost and cost level cost per part and have a standard cost defined for your part.

  1. Observe that the OnHand Qty field is now 10 also.
  2. Open the ERMPL window.
  3. Select the part 10520001, right-click and click Reserve manually. The Manual Reservation dialog box will open. In the dialog box, enter the quantity to reserve as 7, from the preferred inventory location then click OK.
  4. Observe that Reserved Quantity field now has the value 7.
  5. Once reserved, right click on the part, and click Show Reservation to observe the reserved details.

Issuing Material

  1. Open the ERMPL window.
  2. Select the part 10520001, right-click and click Issue manually. The Issue From Inventory dialog box will appear. In the dialog box, enter the quantity to issue as 5 from the preferred inventory location then click OK.
  3. Observe that the Issued Quantity field now has the value 5, and the Issued Date is today's date.

Un-issuing Material

  1. Open the ERMPL window.
  2. Select the part 10520001, right-click and click Unissue to Inventory. The Unissue To Inventory dialog box will appear.
  3. In the dialog box, enter the quantity to return as 2, and click OK.
  4. Observe that the Issued Quantity field now has the value 3.