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
- 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
- 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
- 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
- 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
- Query for your assortment in the
Assortment
window.
- Change the status to Active by right-clicking and
then clicking Activate.
- To see the whole structure, in the
Structure
tab, select the top node
and then right-click and click Expand Descendents.
- 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.
- If you want, select another node in another branch
and enter another characteristic template for that node.
- Query for your assortment in the
Defaults per Assortment Node window.
- To see the whole structure, in the
Structure
tab, select the top node
and then right-click and click Expand Descendents.
- In the
Structure tab, select the top node
and click the
Inventory Part Defaults tab.
- 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.
- In the
Structure tab, select another node
and click the
Inventory Part Defaults tab.
- 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.
- 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.
- 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.
- In the
Structure tab, select any node
that belongs to the branch where you earlier connected a characteristic
template.
- Click the Inventory Part Characteristic
Defaults tab.
- 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.
- If you want, enter a record for each one of your
characteristics.
- In the
Structure tab, select the top
node.
- Click the Sales Part Defaults tab and
enter a new record with sales price group *, sales part group *, and price
100.
- Click the Supplier for Purchase Part Defaults
tab and enter a new record with the supplier you entered in previous
exercise and price 50.
- In the
Structure tab, select the top
node, right-click and then click Create Parts per Site.
- 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.
- Click OK. One background job starts for each
site.
- Query for your assortment in the
Part Creation Results by Site window to see the result of the background job.
- Check the result in the windows
Inventory Part,
including the
Characteristics tab,
Sales Part,
Purchase Part, and
Supplier for Purchase Part.