Define a Part

Prerequisites

1.   Before you begin defining parts, make sure the following procedures have been performed within Design Engineering:

a.   Define companies.

b.   Define plants, manufacturing warehouses, distribution warehouses, and stock locations.

c.   Define containers (for JIT parts).

2.   In addition, make sure the following steps have been performed in other modules, where applicable:

a.   Make sure that all necessary Reference File categories have been defined.  Review the Part Master Maintenance screens in the screen section of this manual to see what Reference File categories are relevant for MAC-PAC features you are using.  For information about these features and categories, see the Key Concepts section.

Please note that literals for any user-defined fields to be stored on the Part Master File need to be defined on categories D94-D99.

Pay special attention to the following categories, which might need to be modified when a new part is added:

·     Product class (426)

·     Accounting code (433)

·     Cost of goods sold, sales, and inventory GL accounts (113)

·     Categories used to tie inventory accounting transactions to the correct accounts (421, 451, and 452)

b.   If General Ledger is installed, verify that the General Ledger Account Master File contains the account needed for the part.

c.   Before defining a JIT part, use the Just-in-Time module to define production centers.  During the part master definition for a JIT part, you will need to assign a valid default (or main) production center for the part.

Procedures

1.   Decide what information should be entered for each part.  The following materials will help you perform this task:

·     Screen descriptions for the Part Master Maintenance conversations in the Screens chapter of this manual.

·     The checklist in Appendix B, which identifies the fields that will be relevant in different circumstances.

·     The Key Concepts section of this manual.

2    Complete source documents.

3.   Determine if copying and modifying the definition for a similar part will be easier than entering all information for the new part.

4.   Access the appropriate maintenance conversation:

If you will be copying a part:

a.   Select the Part Copy menu option.

b.   Copy the existing part.

c.   Select the Part Master Maintenance menu option.

d.   Use the Change maintenance options to go directly to each screen that needs to be changed.

If you will be using online entry:

a.   Select Design Engineering from the MAC-PAC Application Menu.

b.   Select the Part Master Maintenance option.

c.   Select the New Part Setup maintenance code to enter all fields or select the Addition maintenance code to define the minimum information for the part.

5.   Enter the relevant information.  If you are using New Part Setup and one of the screens does not apply for the part, press ENTER to accept the default information and display the next screen.

6.   Run the data base audit to check that all required information has been entered correctly.  Use the Data Base Audit Report menu option.  At this stage you can request all options except Bill of Matl-Mfg and Routing-Mfg.

Continuation Steps in other Modules

After adding a part to the Part Master File, you should perform the following steps in the Inventory Control module.

1.   Modify the warehouse balance record as needed.  Use the Warehouse Balance File Maintenance option on the Material Planning Menu.

When you created the part in Design Engineering, MAC-PAC automatically created a manufacturing warehouse balance record for the part, using default values.  Fields that may need to be changed include the standard unit code, base price, and prices by customer class.

2.   Perform an inventory adjustment to create the initial inventory balance.  Use  Inventory Adjustment option on the Material Control Menu.

3.   Set up the ABC inventory classification parameters for the parts in a given company/warehouse.  Use the ABC Inventory Classification Maintenance option on the Inventory Analysis Menu.  (This step is only necessary if cycle counting will be used.)

4.   If Inventory Accounting is Used, run an accounting cost generation for the new part before performing end of period processing.