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.

  1. 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.

  1. 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

Deleting a Branch with Shop Order Connected to the Parent Item

  1. Open the Project Product window, and query for your project XXPD–01.
  2. On the Items tab, review the project items that make up the structure.
  3. 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.
  4. Click Yes. An error message appears indicating that a shop order is connected to its parent item. This is as expected
  5. Click OK.  

Deleting a Project Item with a Shop Order Connected to the Parent Item 

  1. Open the Project Itemwindow.
  2. Query for your project XXPD–01 and part 20–10XX (Engine 1600).
  3. Click the Consist Of tab. Review the project items that make up the structure. 
  4. 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.

  1. 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. 
  2. Click Yes. A message appears indicating that the allocation has been removed from the shop order.
  3. 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.

  1. Open the Project Product window, and query for your project XXPD–01.
  2. On the Items tab, make sure that the Used In Structure check box is no longer checked for this deleted part.
  3. Return to the Project Item window.
  4. On the Consist Of tab, reconnect the deleted part to the structure.
  5. Select the Project Part check box.
  6. In the Part Number field, select the same deleted part in step 8 from the List of Values.
  7. Save your changes.  
  8. Return to the Project Product window.
  9. On the Items tab, verify that the Used In Structure check box for this part is again checked.