Follow these steps to define parts.
Open the Parts form (SMPART).
Click the Record view tab. Datastream 7i displays the Record view page.
Part—Enter a unique code identifying the part, then click in the adjacent field to select the organization to which the part belongs if you use multi-organization security, and then enter a description of the part in the far-right field.
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If the AUTOPNUM installation parameter is set to YES, Datastream 7i automatically assigns a part number after you save the record if no Part code is entered. |
Class—Click to select the class of the part. The classes shown belong to the PART entity.
Category—Click to select the category of the part.
UOM—Click to select the part’s unit of measure. UOM in the top section identifies your organization’s unit of measure relating to the part. UOM in the Order Details section is the supplier’s unit of measure when sending you the part. An organization may track a part by each individual part, but the supplier may ship the part by box, dozen, or any other unit of measure.
By asset—Select to track parts by asset number or serial number. Tracking parts by asset indicates that parts are pieces of equipment. Unselect to track parts by part number only. If you select By asset, enter a unique serial number for each part on the Equipment form (OMOBJC).
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By asset can only be unselected when no asset or profile is associated with the part. |
By lot—Select to track parts by lot. If you select By lot, register and track the part’s lot number throughout its life with your business.
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If you select to track parts both By asset and By lot, the quantity of the part in store and the quantity of the part outstanding on purchase orders must be equal to 0. If neither By asset or By lot is selected, Datastream 7i treats the part as a commodity requiring no special attention. (Datastream 7i may still track the part using TRPQ, but the By asset and By lot administrative chain is not required.) |
Out of service—Select if you do not want the part to appear in the part list of values.
Repairable spare—Select if the part should be repaired if it breaks.
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You cannot unselect Repairable spare if there are parts to be repaired. |
Calibration standard—Select to indicate that the part is to be used as a standard for calibration.
Tools—Click to select a tool. Tool identifies a part as a tool. Defining the part as a tool enables you to issue and return tools and track tool usage with the Stock issues form (SDISSU). When By asset is selected, the tools are regarded as equipment. When By asset is not selected, the tools are regarded as parts. Define tools on the Tools form (WNTOOL) prior to using this field.
Primary commodity and Secondary commodity—Click to select a primary and secondary commodity.
Method—Click to select the method by which to inspect the part, if the part requires inspection.
Inspection—Select to indicate that the part must be inspected when it is received on-dock (SMDOCK).
Tax code—Click to select the tax to apply to the part. The values in this list of values come from the previously defined tax structure. You may not use a tax code that is not already defined for that structure.
Tracking method—Click to select one of the following methods for tracking parts within the system. If you leave this field blank, Datastream 7i assumes TRPQ.
TRPQ—Use stocked, quantity tracked, and amount tracked for normal, stocked parts.
TRQ—Use stocked, quantity tracked, and amount not tracked for devalued spare parts. These parts are issued at no cost.
NOST—Use non-stock, not tracked, expedited ordering for expediting the parts procurement process.
Warranty days—Enter the number of days from the date of issue for which the part is warranted.
By profile is read-only. Click Profile to create a new profile for the part. Datastream 7i automatically selects By profile. After Datastream 7i saves the information to the database, click Profile to view the profile with which the part is associated, or click Attach profile to associate a part with an existing profile that is not currently associated with a part.
Part code hierarchy—Click to select the part code hierarchy level to attach to the part. Datastream 7i displays the Part code hierarchy dialog box. Select the part code hierarchy for the part, and then click OK. Datastream 7i returns to the Parts form.
Buyer—Click to select the part’s buyer. Buyer assigns a particular person buying functions for this part.
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If you select Buyer on the Record view page of the Users form (BMUSER), Datastream 7i adds that user to the list of values for Buyer on the Parts form (SMPART). |
Preferred supplier—Click to select the part’s primary supplier if Datastream 7i automatically generates requisitions for this part.
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You must define suppliers before selecting the part’s primary supplier. |
The Conv factor is the number that, when multiplied by the suppliers unit of measure and quantity, displays the quantity of a shipment to you in your unit of measure. For example, if the unit of measure is a case, and a case contains 24 items, then the conversion factor is 24.
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Base price displayed is the Last price, Average price, or Standard price, depending on the setting of the PRICETYP installation parameter. |
Credit balance is read-only. The Credit balance identifies the amount of credit associated with the part for an invoice line that must be used for the recalculation of the average price of the part. The Credit balance is applied to the Average price of the part based on the INCREDIT installation parameter upon approval of a new invoice and/or a credit or debit note applied to an invoice or an invoice line.
Core value—Enter the value of the part when it needs repair.
Average price?Enter the average price paid for the part if prices are based on the average price paid.
Last price—Enter the last price paid for the part if prices are based on last price paid.
Standard price—Enter the standard price for the part if prices are based on standard price.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.