Entering Manufacturers and Manufacturer Part Numbers—Exercises
Basic Data Setup
Manufacturers
Purpose: The purpose of this exercise is to register
part manufacturers into the system so you can use this data throughout IFS
Applications as appropriate.
Windows:
Manufacturer
- Enter a new manufacturer record for the Precision Engineering Ltd.
company, specifying XX-PEL in the Identify field (replacing XX with
your initials). Save the record.
- Enter another new manufacturer record, this time for Sundt Industries,
specifying XX-SUN in the Identify field (again, replacing XX with
your initials). Save the record.
General exercise for
Manufacturer Setup
Part Catalog Record
Purpose: The purpose of this exercise is to create a
part catalog record, which is required before you can enter the manufacturers
and manufacturer part numbers that will be associated with that record.
Windows:
Part
- Create a new part catalog record for a strobe light part, with the part
number XX-SL101 (replacing XX with your initials), and using a unit code of
PCS.
General exercise for Setting Up Part Catalog
Main Exercises
Purpose: The purpose of this exercise is to add records
that associate manufacturers and manufacturer part numbers with your strobe
light part.
Windows:
Part Manufacturer
Manufacturer Part Numbers History
- If necessary, in the Part window header, query for
the XX-SL101 strobe light part record that you created in the basic data
setup exercise.
- In the
Part Manufacturer tab, create a new manufacturer
record in the top table.
- In the Manufacturer Number field, either enter the manufacturer ID
for Precision Engineering Ltd. or select it from the List of Values. Save
the record.
- Create another manufacturer record in this table for Sundt Industries and
save the record when finished.
You will enter two different manufacturer part numbers that Precision
Engineering Ltd. can supply and two manufacturer part numbers that Sundt
Industries can supply for your company's XX-SL101 strobe light part.
- In the top table of the
Part Manufacturer tab, select the
Precision Engineering record.
- In the bottom table, create a new manufacturer part number record.
- Enter XX-PEL475 as the manufacturer part number. (Replace XX with your
initials.)
- Enter any optional data that you want entered for this part number, such
as the standardized international code for this part (enter this in the Commercial
Generic Description field) the standard NATO stock number if this part
has one, or any known values for mean time between failure or repair (MTBF/MTTR).
- Save the record.
- Create another record, this time specifying XX-PEL477 as the manufacturer
part number. (This part number is also supplied by Precision
Engineering.)
- Enter any additional data for this part number.
- Save the second record.
- In the top table, select the Sundt Industries manufacturer record.
- In the bottom table, create a manufacturer part number record for the
XX-SUN92 part number supplied by Sundt Industries.
- Save the record.
- Create another record for Sundt's part number XX-SUN90.
- Save the record.
Note: When you enter the part manufacturer numbers, the
system defaults to setting the approval for the record to Yes.
Note that if you added the manufacturer and manufacturer part records in the order
described in the exercises above, the system automatically selected Precision
Engineering Ltd. as the preferred manufacturer. It also selected the
XX-PEL475 and XX-SUN92 part numbers as the preferred part numbers supplied by
their respective manufacturers (as long as the records were approved when
entered). IFS Applications
automatically selects the first manufacturer entered as the preferred manufacturer,
and the first approved manufacturer part number entered as the preferred part number. Let's say that you want to change the preferred manufacturer to
Sundt Industries and you want the XX-PEL477 part to be the the preferred manufacturer
part from Precision Engineering.
- Select the Sundt Industries record from the top table.
- Right-click and then click Set
Preferred Manufacturer. Sundt Industries is now the preferred
manufacturer to supply your part.
- Select the Precision Engineering Ltd. record.
- In the bottom table, select the XX-PEL477 part number record.
- Right-click, and then click Set Preferred Manufacturer Part No. The
XX-PEL477 part number is now the preferred manufacturer part number to order
when ordering your part from Precision Engineering.
Note: If the XXPEL477 record is not fully approved (the Approved
field is set to Yes), you will not be able to set this part number as the
preferred part number. See the next exercise for more information about changing
the approved status.
When you enter new manufacturer part numbers, IFS Applications sets the approved status of the new records to
Yes as the
default. You will change the approved status of two manufacturer part number
records and enter approval notes for one.
- Go to the record for XX-PEL477 manufacturer part supplied by Precision
Engineering. (Select the Precision Engineering record in the top table if
necessary to display the Precision Engineering part numbers.) This part
number record should have the Approved field set to Yes and the Preferred
Part check box should be selected.
- In the Approved field for this part number, click No from the
list.
(Perhaps the MTTR experienced by your company for this part number is unacceptable
so your
company has decided not to order this part number again.)
- Save the record. The Preferred Part check box for the record should
be cleared as the part number is no longer approved.
- Select the Sundt Industries manufacturer record in the top table.
- In the Approved field for the XX-SUN90 part number, select Conditional
from the list.
- In the Approved Notes field, enter a comment about the conditions
that affect using this part number. For example, let's say that the XX-SUN90
part is basically the same as the XX-SUN92 part, except the newer XX-SUN92
part includes one small new feature. If this is the case, you may want to
enter the following note: Only order if XX-SUN92 unavailable.
- Save the record.
- Open the Manufacturer Part Numbers History
window.
- Query for your XX-SL101 strobe light part. The window should display two
history records showing the approval changes for XX-PEL475 and XX-SUN90. If
you removed any manufacturer part records or made any other approved status
changes to the manufacturer parts associated with your XX-SL101 part, you
will also see those history records displayed here.