Change the Part Master Information for a Part

1.   Review the key concepts (in the Key Concepts section) and the descriptions of Part Master Maintenance screens (in the Screens section) to determine if any conditions must be met before the change can be made and to assess what effect the change will have on the rest of the system.

2.   Use the Part Master Maintenance conversation (on the Design Engineering Menu) to make the modification.  Use the menu option to go directly to the screen containing the field you need to change.

3.   If appropriate, regenerate costs within Product Costing or regenerate the production schedule within Master Scheduling and Requirements Planning to take into account the changes you have made.

Note:    You cannot change the units of measure for a part if there is any inventory or activity for the part.  Therefore, you must perform the following steps before you will be allowed to change this information.

a.   Make sure there are no records for this part on the Multiple Location File (IC130M).  This step may involve purging the Multiple Location File on the System File Support Menu.  Note that the following conditions must be met before a record will be purged:

·     The date of last activity (LLDTLT) is earlier than the horizon date entered.

·     The balance quantities (LLBLT1, LLBLT2, LLBLT3, and LLBLT4) are zero.

·     There has been no activity since the last cycle count (LLASLC=0) if cycle counting is being used.

b.   Delete all warehouse balance records for the part. 

Make sure the balance quantities, order quantities, sales quantities, shipment quantities, and year-to-date cycle counts all equal zero. 

Make sure that no audit trails exist for the part/company/warehouse.  This step may involve printing the audit trails from one or more of the application processing menus. 

Flag the records for deletion using the Warehouse Balance Maintenance conversation within Inventory Control.

Purge the Warehouse Balance File (IC140M) located on the System File Support Menu.  Make sure that the horizon date entered is greater than the date of last activity (WBDTLT) on all records you wish to delete.

c.   Delete all manufacturing orders for MRP parts.

Make sure all processing has been done for the order.  If Inventory Accounting is installed, this means that the order status must be accounting closed (HSTATS = Z); if Inventory Accounting is not installed, the order status must be closed (HSTATS = C).

Purge the Manufacturing Order File (IC100M) the File Support Menu.  Make sure that the horizon date you enter is greater than the date of last activity (HDTLA) on all records you wish to delete.

d.   Delete all production schedule records, flow authorizations, and flow requirements for JIT parts.

Make sure that all production has been completed for the part.  This means that the status for all flow authorizations must be closed (FASTAT = C).  To achieve this, first receive all production quantities of the part through the Just-in-Time Flow Receipts/Issues Data Entry conversation.  Then make sure the production schedule within the Just-in-Time module has zero demand for the part.  Finally, run Master Scheduling and Requirements Planning generations to close the flow requisitions.

Purge the Flow Authorization File (JT100M) and the Flow Requirements File (JT110M) using the File Support Menu.  Make sure that the horizon date you enter is greater than the date of last activity (FAENDT) on all records you wish to delete.

e.   Delete all purchase order line records for the part.

Make sure that the purchase order is closed (POSTAT = CLOSED).

If Inventory Accounting is installed, make sure that all receipts for phantom purchase orders have been processed.

Purge the Purchase Order Header File (PO180M1) using the File Support Menu.  Make sure that the horizon date you enter is greater than the date of last receipt (PODTLR) and the close date (POCLDT) on all records you wish to delete.

f.    Delete all purchase requisition records for the part. 

Make sure that all lines of the requisition are closed.

Make sure that the requisition is either closed or canceled.

Purge the Requisition File (PO160M1) using the File Support Menu.  Make sure that the horizon date you enter is greater than the closed date on all records you wish to delete.

g.   Delete all transfer order line records for the part.

Make sure that the transfer order line is closed.

Purge the Transfer Order Line File using the File Support Menu.

h.   Delete all transfer requisition records for the part.

Make sure that all lines of the requisition are closed.

Make sure that the transfer requisition is either closed or canceled.

Purge the Transfer Requisition File using the File Support Menu.  Make sure that the horizon date you enter is greater than the closed date on all records you wish to delete.