Mass Create Parts—Exercises

IMPORTANT
To the students: It is important that your assortment and site cluster consists of your own parts and sites to maintain your data integrity. Otherwise you will compromise your own exercise data as well as the data of other students.

To the teacher: Make sure all users are connected to company 10.

Basic Data Setup

Enter Characteristic Template

Purpose: The purpose of this exercise is to enter a characteristic template that you will use when entering characteristic defaults in your assortment.

Windows:
Part Characteristic Template

  1. In the Part Characteristic Template window, enter a new template with variable as well as discrete characteristics.

General exercise for Setting Up Characteristics

Enter Site Cluster

Purpose: The purpose of this exercise is to enter site clusters that you later will use to mass-create parts.

Windows:
Site Cluster

  1. In the Site Cluster window, create a site cluster structure consisting of a number of your user-allowed sites.

    General exercise for Site Cluster

Enter Assortment

Purpose: The purpose of this exercise is to enter an assortment that you later will use to mass-create parts.

Windows:
Assortment

  1. In the Assortment window, create an assortment structure consisting of a number of parts belonging to you.

    General exercise for Assortments

Enter Supplier

Purpose: The purpose of this exercise is to enter a supplier that you later will use to mass-create supplier for purchase parts.

Windows:
Supplier

  1. In the Supplier window, enter a supplier. When required, use company 10 and currency USD.

General exercise for Supplier

Main Exercise

Purpose: The purpose of this exercise is to mass create parts using an assortment and a site cluster.

Windows:
Assortment
Defaults per Assortment Node
Part Creation Results by Site
Inventory Part
Sales Part
Purchase Part
Supplier for Purchase Part

  1. Query for your assortment in the Assortment window.
  2. Change the status to Active by right-clicking and then clicking Activate.
  3. To see the whole structure, in the Structure tab, select the top node and then right-click and click Expand Descendents.
  4. In the Structure tab, select a node for which you want to define a characteristic template. In the Node Information tab, enter the characteristic template that you created in the previous exercise. This template will be valid for this node and all its sub nodes when you later define inventory part characteristic defaults. In other words, if you connect a template on the top node (the root level), the template is valid for the whole structure.
  5. If you want, select another node in another branch and enter another characteristic template for that node.
  6. Query for your assortment in the Defaults per Assortment Node window.
  7. To see the whole structure, in the Structure tab, select the top node and then right-click and click Expand Descendents.
  8. In the Structure tab, select the top node and click the Inventory Part Defaults tab.   
  9. Enter a new record with planner ALEX and unit of measure pcs. This means that all your inventory parts in the whole assortment will be created with planner ALEX and unit of measure pcs.
  10. In the Structure tab, select another node and click the Inventory Part Defaults tab.
  11. Enter a new record with planner ALAIN. This means that all parts belonging to this node or a sub node, will receive ALAIN as a planner instead of ALEX. The parts will still receive the unit of measure pcs. In other words, defaults defined further down in the structure will override defaults defined higher up.
  12. Enter a new record for the same node, but enter site XX1 and planner EMERSON. This means that all parts belonging to this node or a sub node and that eventually will be created on site XX1, will receive EMERSON as a planner instead of ALEX or ALAIN. In other words you can override defaults by refining for which attributes you define your defaults. You can define your defaults per site, site cluster node, company, country, or a combination. Remember, it works in almost the same way in all five default tabs.
  13. If you want, enter new records for the same node and experiment with different combinations of the fields Site, Site Cluster Node, Company, and Country.
  14. In the Structure tab, select any node that belongs to the branch where you earlier connected a characteristic template.
  15. Click the Inventory Part Characteristic Defaults tab.
  16. Enter a record using List of Values in the Characteristic Code field to choose among the characteristics you earlier defined for your template. If it is a discrete characteristic, you can choose attribute value with List of Values.
  17. If you want, enter a record for each one of your characteristics.
  18. In the Structure tab, select the top node.
  19. Click the Sales Part Defaults tab and enter a new record with sales price group *, sales part group *, and price 100.
  20. Click the Supplier for Purchase Part Defaults tab and enter a new record with the supplier you entered in previous exercise and price 50.
  21. In the Structure tab, select the top node, right-click and then click Create Parts per Site.
  22. In the dialog box, click Add Sites from Site Cluster and enter your site cluster. Enter your top node as site cluster node and click OK. All your sites from your site cluster will be listed in the dialog box.
  23. Click OK. One background job starts for each site.
  24. Query for your assortment in the Part Creation Results by Site window to see the result of the background job.
  25. Check the result in the windows Inventory Part, including the Characteristics tab, Sales Part, Purchase Part, and Supplier for Purchase Part.