Initial Exercises—Condition Codes 1
Initial Exercises
Purpose: The purpose of these initial exercises is to
provide material for the instructor to demonstrate
the basic functionality for condition codes, which includes:
Defining Condition Codes
-
Enabling Condition Codes
-
Receive Inventory Parts with Condition Codes
-
Using Condition Codes in Purchase Requisitions
-
Using Condition Codes in Purchase Orders
-
Changing Condition Codes in Part Catalog
-
Setting Weighted Average by Condition Inventory Valuation (optional)
-
Viewing Inventory Valuation (optional)
IMPORTANT |
These initial exercises are intended primarily for
instructor use.
If you are a student, it is extremely important
that you set up and work within your own site to maintain your
data integrity. If you work within any other site, you will
compromise your own exercise data as well as the data of other
students. Predictable exercise results require that your data
be isolated in your own site. |
Defining Condition Codes
Purpose: The purpose of this exercise is to demonstrate how to enter
condition codes. This is a basic data setup exercise that would generally be
performed by a system administrator or equivalent person, usually only when
initially setting up the system for condition code functionality.
Windows:
Part Basic Data/Condition Codes
Steps: To complete this exercise, complete the following
steps.
- Open the window and click the Condition Codes tab.
- Populate the tab (F2) and view the existing values. NORMAL is the code
value installed with the system. All other values are user defined. If NEW,
USED, REMANU, and UNSERV are not displayed, follow the steps below to enter
these condition codes.
- Create a new line.
- In the Condition Code field, enter a condition code value of no
more than 10 characters. Examples: NEW, USED, REMANU, and UNSERV.
- Enter an appropriate description in the Condition Code Description
field. Examples: New, Used, Remanufactured, and Unserviceable.
- Select whether or not the condition code will be the default condition
code. Define the condition code, New, as the default condition code.
- Optionally, in the Part Availability Control field, use the List of
Values to connect part availability parameters to the specified condition
code.
- Repeat steps 3–7, if necessary, to add more condition codes.
- Save your changes.
Note: Condition codes cannot be removed once a part
record is associated with the condition code. If you have created a condition
code, other than the ones listed above, consider removing this condition code
record before continuing to the next exercise. Since these values are not site-specific, this will
help limit the values available from the List of Values in a number of windows.
Enabling Condition Codes, Lot/Batch Tracked Parts
Purpose: The purpose of this exercise is to demonstrate how to enable
condition code functionality when creating new lot/batch tracked inventory purchase part
records. These parts
will be used in other exercises.
Windows:
Inventory Part
Supplier for Purchase Part
Part/General
Steps: To create an inventory purchase part with lot/batch
tracking and condition code functionality enabled, complete the following
steps.
- In the
Inventory Part window, create a new record.
- In the Inventory Part field, enter XX LotCC, replacing XX with your
initials.
- In the Part Description field, enter XX Lot batch, Condition Code.
- Use the List of Values to select your site.
- Verify that the part type is Purchased.
- Use the List of Values to enter a planner, or enter *.
- In the U/M (unit of measure) field, enter PCS.
- Save the record.
- Right-click, then click Supplier for Purchase Part. In the window
that opens, enter all required data to connect the part to a supplier. Save
this record, and close the
Supplier for Purchase Part window.
- In the
Inventory Part window, right-click, then click Part Catalog to open the associated part
catalog record.
- In the
Part/General tab, select Lot Tracking in the Lot/Batch
Tracking field.
- Select the Allow Condition Code check box.
- Save the part catalog record. A message will be displayed, indicating that
you cannot disable condition code functionality once it has been enabled for
an inventory part record. Click Yes.
Note: The parameters you set in the
Part
window will apply to the specified part at all sites. For example, if a part is lot/batch
tracked at one site, it must be lot/batch tracked at all sites. If condition
codes are enabled for a part, condition codes must be used at all sites.
Enabling Condition Codes, Serial Tracked Parts
Purpose: The purpose of this exercise is to demonstrate how to enable
condition code functionality when creating new serial-tracked inventory purchase part
records. These parts
will be used in other exercises.
Windows:
Inventory Part
Supplier for Purchase Part
Part/General
Steps: To create an inventory purchase part with serial tracking and
condition code functionality enabled, complete the following steps:
- In the
Inventory Part window, create a new record.
- In the Inventory Part field, enter XX SerialCC, replacing XX with
your initials.
- In the Part Description field, enter XX Serial, Condition
Code.
- Use the List of Values to select your site.
- Verify that the part type is Purchased.
- Use the List of Values to enter a planner, or enter *.
- In the U/M (unit of measure) field, enter PCS.
- Save the record.
- Right-click, then click Supplier for Purchase Part. In the window
that opens, enter all required data to connect the part to the same supplier
as the XX LotCC part. Save this record, and close the
Supplier for
Purchase Part window.
- Right-click, then click Part Catalog to open the associated part
catalog record.
- In the
Part/General tab, select the Inventory
Serial Tracking and After Delivery Serial Tracking check boxes,
and set the Serial Rule value to Manual.
- Select the Allow Condition Code check box.
- Save the part catalog record. A message will be displayed, indicating that
you cannot disable condition code functionality once it has been enabled for
an inventory part record. Click Yes.
Note: The parameters you set in the
Part
window will apply to the specified parts at all sites. For example, if a part is
serial tracked at one site, it must be serial tracked at all sites. If condition
codes are enabled for a part, condition codes must be used at all sites.
Receiving Inventory Parts with Condition Codes
Purpose: The purpose of this exercise is to demonstrate that you can
manually specify condition codes, or have the system automatically enter the
default condition code when you receive the inventory parts into an inventory location.
Windows:
Receive Inventory Part
Steps: Follow these steps to receive quantities of your
parts into an inventory location.
-
Open the Receive
Inventory Part window and query for the XX LotCC part.
- In the table area, create a new record line.
- In the Quantity Received field, enter 10.
- In the Location No field, use the List of Values to select an
inventory location.
- In the Lot/Batch No field, enter L01.
- In the Condition Code field, use the List of Values to select NEW.
- Save the record.
- If the Define Cost Structure dialog window opens, create a
new line and enter 110 (Estimated Material Cost) in the Cost Bucket
field and 100 in the Cost per Unit field.
- Query for the XX SerialCC part.
- In the table area, create a new record line.
- In the Quantity Received field, enter 5.
- In the Location No field, use the List of Values to select an
inventory location.
- Save the record.
- If the Define Cost Structure dialog window opens, create a
new line and enter 110 (Estimated Material Cost) in the Cost Bucket
field and 50 in the Cost per Unit field.
- In the Serial No dialog window that opens, enter five simple serial numbers, each on a
separate line, then click OK.
- Note that the default condition code is automatically added in the Condition
Code field in the table area of the
Receive Inventory Part
window.
Using Condition Codes in Purchase Requisitions
Purpose: The purpose of this exercise is to demonstrate that you can
either manually enter condition codes or allow the system to supply the default
condition codes when you create a purchase requisition lines for the inventory parts
with condition codes enabled.
Windows:
Purchase Requisition
Steps: Follow these steps to create a purchase
requisition for parts with condition codes enabled.
- Create a new record.
- Enter your site and a requisitioner in the appropriate fields in the
header.
- Save the record.
- Create a new line in the
Part Requisition Lines tab.
- Enter XX LotCC in the Part No field.
- In the Condition Code field, use the List of Values to select USED.
- Enter 2 in the Quantity field.
- Create a new line.
- Enter XX SerialCC in the Part No field.
- Leave the Condition Code field blank.
- Enter 1 in the Quantity field.
- Save the record.
- Note that the default condition code, NEW, is automatically filled in for the
serial part.
- Release the requisition, and note the requisition number.
Using Condition Codes in Purchase Orders
Purpose: The purpose of this exercise is to convert an existing purchase
requisition to a purchase order and to change the condition code originally
entered on the requisition line to a different condition code on the purchase
requisition. This functionality could be used by a buyer who has more
information about the availability or quality of parts with various condition
Windows:
Purchase Requisition
Purchase Order
Steps: Follow these steps to create a purchase order
for parts with condition codes enabled.
- In the
Purchase Requisition window, query for the
requisition you created in the previous exercise.
- Select the
Part Requisition Lines tab, select the
requisition lines.
- Right-click, then click Requisition to Order. Complete the steps in
the dialog windows that appear.
- In the
Purchase Order window query for the order number.
Notice on the
Part
Order Lines tab that the condition codes originally entered on the
requisition lines have been transferred to the purchase order lines.
- In the line for the XX LotCC part, change the condition code to NEW.
- Save the record.
Alternatively, you could create a purchase order directly in the
Purchase
Order window. Specify a condition code on one line and allow the system
to supply the default condition code for another line.
Changing Condition Codes in Part Catalog
Purpose: The purpose of this exercise is to demonstrate how to change
condition codes for an entire lot/batch and for individual serial tracked parts.
Windows:
Lot Batch Master
Part Serial
Steps: Follow these steps to change the condition code
for a lot/batch.
- In the
Lot/Batch Master window, query for your XX LotCC part.
- Verify that L01 is displayed in the Lot/Batch No
field, and that NEW is displayed in the Condition Code field.
- Right-click, then click Change Condition Code.
- In the dialog window that opens, click List to
select a different condition code.
- Click OK to accept the condition code change.
- Note in the
Lot/Batch Master header that the
condition code has changed.
- Click the
History tab to view the record of
the transactions, including the changes to the condition code.
Follow these steps to change the condition code for an
individual serial part.
- In the Part Serial window, query for your XX SerialCC part.
- In the Part No list, select one of your serial parts.
- Right-click, then click Change Condition Code.
- In the dialog window that opens, click List to
select a different condition code.
- Click OK to accept the condition code change.
- Note in the Part Serial header that the condition code has changed.
- Click the
History tab to view the record of
the transactions, including the changes to the condition code.
Note: If the part is both lot/batch and serial tracked,
changes to condition codes can only be done on the individual serial record, and
not for the entire lot/batch.