Defining Inventory Parts—Exercises

Basic Data Setup

Inventory Part Template

Purpose: The purpose of this exercise is to show you how to create an inventory part template for the delivery project. 

Windows:
Project Delivery Basic Data

1. Register an inventory part template for your delivery project.
2. Save your changes.

General exercise for Registering Inventory Part Template

Required Data

Copying Standard Parts to Own Site and Calculate Costs

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.
Note: Because you must work in your own site, you need to copy the standard planned project items to your site, their product structure and routing and calculate costing for them.

1. Copy the standard parts from the engineering transfer site to your own site. 
2. Enter the parts' planning data and estimated material value.
3. Copy the parts' product structure
4. Copy the work centers and and parts' routing revisions.
5. Calculate the parts' costs.

General exercise for Overview of Design Project Delivery Product Data

Connecting Requirement Activities

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. Connect the requirement activities to the project-specific items in the project product structure.
2. Save your changes.

General exercise for Connecting Requirement Activities

Main Exercises

Purpose: The purpose of this exercise is to define inventory parts in the project product structure.

Windows:
Project Product
Project Product/Items
Inventory Part
Inventory Part/Costs
Inventory Part/Acquisition
Note: If you have completed the Overview of Design Project Delivery Product Data exercises, the standard planned project items have been copied to your site.

Checking Standard Planned Project Items

1. Open the Project Product window, and query for your project XXPD–01.
2. On the Items tab, review all project items, and note if the Inventory Part check box is checked for each one. In this exercise, all items except for 20–10XX (Engine 1600) and 20–11XX (Engine Block 1600) should be checked, as shown in the table below.

3. Review the Std Planned Item check box for material acquisition. You should have 20–11XX as a project-specific purchased item and 20–10XX as a project specific manufactured item, both of which are connected to a project activity. The rest in the structure are standard planned items.

4. Now that all the standard parts exist as inventory part, you can select the Std Planned Item check box for these parts without getting an error message, as shown in the table above. 

Transferring Project-Specific Items to Inventory

1. Open the Project Product window, and query your project XXPD–01.
2. On the Items tab, right-click the rows containing the two project-specific parts, 20–10XX (Engine 1600) and 20–11XX (Engine Block 1600). Then click Transfer Inventory Part. 
3. Open the Inventory Part window. Verify that the project items have been created as inventory parts by querying for these parts.
4. Select manufactured part 20–10XX.
5. Click the Costs tab, verify that the project level override material cost you have given this part in the Running Project Delivery Cost Calculations exercises is reflected here as the part's estimated material cost.
6. Click the Acquisition tab.
7. In the Manufacturing Leadtime field, enter 1.
8. Save your changes.
9. Select the other part, 20–11XX.
10. Click the Costs tab, verify that the project override material cost you have given this part in the Running Project Delivery Cost Calculations exercises is reflected here as the part's estimated material cost.
11. Click the Acquisition tab.
12. In the Purchase Leadtime field, enter 1.
13. Save your changes.