Initial Exercises—Project Part Procurement Preparation 1

Initial Exercises

Purpose: The purpose of these initial exercises is to enable the instructor to demonstrate the basic functionality for project part procurement preparation, which includes:

IMPORTANT 
These Initial Exercises are intended 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 Inventory Parts 

Purpose: The purpose of this exercise is to introduce you to the basic functionality for defining inventory parts in the project product structure.
Prerequisites: Standard planned project items must exist in the project site.

Windows:
Project Product
Project Product/Items
Inventory Part
Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Product window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. On the Items tab, note the parts in the project product structure for which the Inventory Part check box is checked. These parts already exist as inventory parts.
  4. Select these parts, and then right-click. Note that the Transfer Inventory Part option appears dimmed because the parts already exist in inventory.
  5. Select these parts again, right-click, and then click Inventory Part Info. The Inventory Part window appears.
  6. Note the parameters that are set for the parts.

Running the Gross Requirements Calculation (GRC) 

Purpose: The purpose of this exercise is to introduce you to the basic functionality for performing the gross requirements calculation (GRC) for a delivery project.

Windows:
Project Product
Project Product/Items
Project Product/Demand/MPL
Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Product window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. On the Items tab, review the parts in the structure.
  4. Click the Demand tab and then the MPL tab. Because the GRC has been performed once, the parts to be procured for the delivery project already appear on the tab.
  5. Perform the GRC again by right-clicking and then clicking Calculate Gross Requirements. In the dialog box that appears, click OK. Note that the same parts as before appear on the tab. However, in the Date Created field, you will see that the date has changed to today's date.

Running MRP to Create Requisitions

Purpose: The purpose of this exercise is to introduce you to the basic functionality for running MRO to create requisitions for standard planned items in the project product structure.

Windows:
Project Product
Project Product/Items
Project Product/Demand/MPL
Perform MRP
 Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Product window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. On the Items tab, review the standard planned items in the structure, e.g., 20–130 (Electric System 1600).
  4. Click the Demand tab and then the MPL tab. Because the GRC has been performed once, the parts to be procured for the delivery project already appear on the tab.
  5. Open the Perform site MRP window.
  6. Do not run MRP by clicking Cancel. This is because MRP has already been run for Site 1. If it was not run before, running it on site 1 will result in requisitions (purchase and shop order) created for the standard planned items. 

Creating Project Purchase Requisitions 

Purpose: The purpose of this exercise is to introduce you to the basic functionality for creating a purchase requisition for a project-specific purchased item.
Prerequisite: Project activities connected to the project specific parts must be released.

Windows:
Project Product
 Project Product/Items
Project Product/Demand/MPL
Project Product/Supply/Procured
 Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Product window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. On the Items tab, verify that part 20–110 (Engine Block 1600) is a project-specific item, i.e., the Std Planned Item check box has not been checked for this part.
  4. Click the Demand tab and then the MPL tab. Because the GRC has been run once, the parts required by the delivery project already appear.
  5. Select part 20–110, and then right-click. The Create Request option normally would be used to create a purchase requisition for the part. However, this option appears dimmed because a request has already been created for it.
  6. Click the Supply tab and then click the Procured tab.
  7. Review the created purchase requisition details for the part, e.g., purchase requisition number and status.

Creating Project Shop Orders  

Purpose: The purpose of this exercise is to introduce you to the basic functionality for creating a purchase order for a project-specific manufactured item.
Prerequisite: Project activities connected to the project specific parts must be released.

Windows:
Project Product
Project Product/Items
Project Product/Demand/MPL
Project Product/Supply/Procured
 Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Product window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. On the Items tab, make sure that part 20–100 (Engine 1600) is a project-specific item, i.e., the Std Planned Item check box should not be checked for this part.
  4. Click the Demand tab and then the MPL tab. Because the GRC has been performed once, all the parts required by the delivery project already appear.
  5. Select part 20–100, and then right-click. The Create Request option normally would be used to create a shop order for the part. However, this option appears dimmed because a request has already been created for it.
  6. Click the Supply tab and then click the Procured tab.
  7. Review the created shop order details for the part, e.g., shop order number and status. 

Note: These initial exercises are connected to the initial exercises found in the third and last main process in Project Delivery, called Assemble and Test Project Delivery Product.