Deleting a Branch or Project Items—Exercises
IMPORTANT |
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. |
Required Data
Creating Project Purchase Requisitions
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can do the the exercises
below.
- Create a project purchase requisition for a project-specific item.
General exercise for Creating
Project Purchase Requisitions
Creating Project Shop Orders
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can do the the exercises
below.
- Create project shop orders for a project-specific item.
General exercise for Creating
Project Shop Orders
Main Exercises
Purpose: The purpose of these exercises is to show you
how to delete a
branch or project item from the project product structure.
Windows:
Project Product
Project Item
- Open the
Project Product window, and query for your project
XXPD–01.
- On the Items tab, review the project items that make up the
structure.
- Select the row containing part 20–120 (Cylinder Head 1600), right-click, and then
click Delete Branch. A warning message appears indicating the
deletion of the branch.
- Click Yes. An error message appears indicating that a shop order
is connected to its parent item. This is as expected
- Click OK.
- Open the Project Itemwindow.
- Query for your project XXPD–01 and part 20–10XX (Engine 1600).
- Click the Consist Of tab. Review the project items that make
up the structure.
- Select the row containing part 20–10SXX (Engine 1600 Spare Part),
right-click, and
then click Remove. You are prompted to indicate whether you really want to
delete or remove this part from the structure.
Note: Part 20–10SXX is the new part added in the Adding New Project
Items exercise. If you did not do this exercise, select the row
containing part 20–11XX (Engine Block 1600) instead and then remove it from
the product structure.
- Click Yes. You are prompted to indicate whether you want to continue with the
deletion even though a shop order is connected to the parent item, and the allocation for the part will
also be deleted.
- Click Yes. A message appears indicating that the allocation has been
removed from the shop order.
- Click OK.
Note: If a request has already been created for the project item being
deleted, you will instead receive a message indicating that there is a procurement for this
item and that this procurement will not be deleted, e.g., part 20–11XX. This
is because a request has been created for this part in the Creating Project
Purchase Requisitions exercises.
- Open the
Project Product window, and query for your project
XXPD–01.
- On the Items tab, make sure that the Used In Structure
check box is no longer checked for this deleted part.
- Return to the
Project Item window.
- On the Consist Of tab, reconnect the deleted part to
the structure.
- Select the Project Part check box.
- In the Part Number field, select the same deleted part in step 8 from the List of
Values.
- Save your changes.
- Return to the
Project Product window.
- On the Items tab, verify that the Used In Structure check
box for this part is again checked.