Copy Part Data—Exercises

Basic Data Setup

Create Supplier

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Supplier

1. Open the Supplier window.
2. Create C.S.C. Rome as a supplier with supplier number XX1020.

General exercise for Creating Supplier

Enter Sites and Inventory Locations

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Site
Sites per User
Inventory Locations

1. Open the Site window.
2. Create XXP and XXD as two new sites. (Replace XX with your initials)
3. Click the Sites per User window, and connect the two sites to your user ID.
4. In the Inventory Locations window, query for the sites XXP and XXD.
5. Enter a picking location (XX-PP1), in the Inventory Locations window, on both the XXP and XXD sites.

General exercise for Enter Sites 
General exercise for Entering Inventory Locations

Enter Inventory, Purchase, Sales Part and Supplier for Purchase Part

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
New Part Assistant

1. Create a new part XX_1001 with an inventory part, purchase part, sales part and a supplier for purchase part using the Part wizard, for site XXP. (Replace XX with your initials)

2. Create another part XX_1003 with an Inventory part, purchase part and supplier for purchase part using Part wizard, for site XXP. (Replace XX with your initials)

General exercise for General exercise for Setting Up Part Catalog 

Main Exercise

Purpose: The purpose of this lesson is to to show you how to copy part information using the Copy Part Data functionality.

Windows:
Copy Part

Copy Part Information to a new part

1. Open Copy Part dialog box.
2. Select the part XX_1001 in From Part No field.
3. Select the site XXP in the From Site field.
4. Enter a new part XX_1002 in the To Part No field. Modify the description to suit the new part. (Replace XX with your initials)
5. Select the site XXP in the To Site field.
6. Most of the check boxes under the Enabled column would already have been selected by default. Clear all of these check boxes, except for those pertaining to Part catalog, Inventory Part, Purchase Part, Supplier for Purchase Part and Sales Part information.
7. Click OK.
8. Query for the new part XX_1002 and find part information in the Part, Inventory Part, Purchase Part, Supplier for Purchase Part and Sales Part windows. 

Copy Part Information to another site

1. Open Copy Part dialog box.
2. Select the part XX_1001 in From Part No field.
3. Select the site XXP in the From Site field.
4. Enter a new part XX_1001 in the To Part No field. Modify the description to suit the part at the new site.
5. Select the site XXD in the To Site field.
6. Most of the check boxes under the Enabled column would already have been selected by default. Clear all of these check boxes, except for those pertaining to Inventory Part, Purchase Part, Supplier for Purchase Part and Sales Part information.

Note: The enabled check box pertaining to Part Catalog records must not be cleared.

1. Click OK.
2. Query for the new part XX_1001 and find part information at site XXD, in the Inventory Part, Purchase Part, Supplier for Purchase Part and Sales Part windows.

Copy selected part information from one part to another part

1. Open Copy Part dialog box.
2. Select the part XX_1001 in From Part No field.
3. Select the site XXP in the From Site field.
4. Select the part XX_1003 in in the To Part No field.
5. Select the site XXP in the To Site field.

Note: The part XX_1003 does not have a sales part. We will copy only the sales part information from part XX_1001 to XX_1003.

1. Most of the check boxes under the Enabled column would already have been selected by default. Clear all of these check boxes, except for those pertaining to the sales part information.

2. Query for XX_1003 and find sales part information in the Sales Part window.