Setting Up Sales Parts with Condition Codes—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.

Setting Up Lot/Batch Tracked Sales Parts with Condition Codes

Purpose: The purpose of this exercise is to demonstrate how to enable condition code functionality when creating new lot/batch tracked sales part records. These sales parts will be used in later exercises in the customer order flow.

Windows:
Sales Part
Inventory Part
Part/General
Receive Inventory Part

Steps: To create a sales part with lot/batch tracking and condition code functionality enabled, complete the following steps.

Note: If you have already created records for purchased inventory parts with condition codes enabled, you can use those part numbers to connect a sales part record. You can then skip steps 9–14 below.

  1. In the Sales Part window, create a new record.
  2. In the Sales Part Number field, enter XX LotCC, replacing XX with your initials.
  3. In the Description field, enter XX Lot batch, Condition Code.
  4. Use the List of Values to select your site.
  5. Enter PCS In the three different units of measure fields.
  6. Use the List of Values to enter a sales price group and sales group of your choice.
  7. In the Price field, enter 75.
  8. Save the record.
  9. Right-click, then click Inventory Part. In the window that opens, enter additional inventory part data, if needed, then save the record.
  10. Connect the part record to a supplier.
  11. Right-click, then click Part Catalog to open the associated part catalog record.
  12. In the Part/General tab, select Lot Tracking in the Lot/Batch Tracking field.
  13. Select the Allow Condition Code check box.
  14. Save the part catalog record. A message will be displayed, indicating that you cannot disable condition code functionality once it has been enabled for an inventory part record. Click Yes.
  15. Open the Receive Inventory Part window.
  16. Receive a total of at least 100 of your part to an inventory location, using at least two different lot/batch numbers, two different condition codes, and two different inventory values.

General exercise for Setting up Purchased Parts for Condition Codes.
General exercise for Sales Part.

Setting Up Serial Tracked Sales Parts with Condition Codes

Purpose: The purpose of this exercise is to demonstrate how to enable condition code functionality when creating new serial-tracked sales part records. These sales parts will be used in later exercises in the customer order flow.

Windows:
Sales Part
Inventory Part
Part/General
Receive Inventory Part

Steps: To create a sales part with serial tracking and condition code functionality enabled, complete the following steps.

Note: If you have already created records for purchased inventory parts with condition codes enabled, you can use those part numbers to connect a sales part record. You can then skip steps 9–14 below.

  1. In the Sales Part window, create a new record.
  2. In the Sales Part Number field, enter XX SerialCC, replacing XX with your initials.
  3. In the Description field, enter XX Serial, Condition Code.
  4. Use the List of Values to select your site.
  5. Enter PCS In the three different units of measure fields.
  6. Use the List of Values to enter a sales price group and sales group of your choice.
  7. In the Price field, enter 200.
  8. Save the record.
  9. Right-click, then click Inventory Part. In the window that opens, enter additional inventory part data, if needed, then save the record.
  10. Connect the part record to a supplier.
  11. Right-click, then click Part Catalog to open the associated part catalog record.
  12. In the Part/General tab, select the Inventory Serial Tracking and After Delivery Serial Tracking check boxes, and set the Serial Rule value to Manual.
  13. Select the Allow Condition Code check box.
  14. Save the part catalog record. A message will be displayed, indicating that you cannot disable condition code functionality once it has been enabled for an inventory part record. Click Yes.
  15. Open the Receive Inventory Part window.
  16. Receive a total of at least 10 of your serial part to an inventory location, using at least two different condition codes, and two different inventory values. Enter the serial numbers of your choice.

General exercise for Setting up Purchased Parts for Condition Codes.
General exercise for Sales Part.