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The Engineering tab primarily contains the engineering data of a part that includes the part number  (being the unique identifier of a part), as well as descriptive data such as the part's description, Life cycle, Design responsibility,the division controlling the part, the prime product line the part belongs to, whether the part is a stocked item, the unit of measure it is stocked in, whether it is serialized or lot controlled and whether it has a limited shelf life. The tab also contains additional fields as described below.


To add new parts, the process will thus start on the Engineering tab, where the part number and other  information will be entered or selected. Before adding the part, information must  also be entered on other related tabs as required and depending on the attributes of the part being added.


New parts can also be added on a 'same-as-except' basis by first selecting a fairly similar part and editing the data that differs (*e.g. part number, description, price etc.) before clicking the add-button.


On this tab the following fields can be viewed or maintained:



Bom Base Line Option
This setting is applied to capture and save the bill of material definition via the Product structure table as and when order lines are firmed or released.

The process happens automatically via the Order Line Triggers and serves the purpose to save the BOM configuration (Engineering baseline) of the order line part number as was valid at the time of order creation or release.
Therefore, if the option is checked and an order line is added or released for the part, the BOM baseline as valid on the order line start date will be saved and can be viewed via the function "Product Structure Baseline" which displays the BOM in a  multi-level tree structure format similar to Product structure navigation and can be applied for comparative purposes between the original baseline vs. the actual as built definition once an order line has been completed.

hmtoggle_plus1Class Of Characteristics

This field is used to specify the highest classification of characteristics for a part.  It is used to identify parts with, for example, critical characteristics. One of the

following options must be selected:



An out-of-tolerance situation here will result in the loss of life.



An out-of-tolerance situation here will result in the loss of a very important function of the main equipment.



An out-of-tolerance situation here will result in a manufacturing and/or assembly problem or loss of auxiliary function of the main equipment, without influencing the main mission of the product or service negatively.



These are the characteristics that will not have any of the above effects.



Not applicable.

hmtoggle_plus1Commodity Code

This combo box is populated with the commodity code and description from the Commodity Master table.


The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).


The commodity code is used to classify similar item/parts into groups for the purpose of inventory analysis, financial analysis, planning and design.

hmtoggle_plus1Controlling Division

The controlling division of a part identifies the division responsible for the design and material control of a part.  MRP will automatically apply the controlling division of the part as the order division on MRP planned purchase and production orders.


The division the part is linked to will enforce the control mechanisms via its defined business rules, for example, Days Supply Defaults applied during ABC reclassification, enabling/disabling of cost updates for current and future years and price variances permitted during the placement of purchase orders.


The combo box is populated with the division code and division description from the Division table.


The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).  It has a maximum length of 4 characters.


When another division is selected and MRP planned is Yes "Y", a new controlling store must be specified.  Journal Entries referencing this division include the following:


Part Revaluation Journal Entry

Supplier to Stores Journal Entry

Transfer Order to Stores Journal Entry


The designer identifies the person responsible for the design and configuration control of a part, tool, or document.


This combo box is populated with the last name, first name, middle initial and the employee ID from the Employee Master table where the employee is a company designer (Y) and has a status of Active (A) or Unavailable (U).


The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).


If a change proposal involving this part is created, the designer will have to do first line approval before the change proposal can be processed further. Also see Change Proposal Function help.


When a person other than the designer does a change to the engineering data, the designer is informed via electronic mail.


If a new part is created from a preceding part, the preceding part's picture is copied to the new part.  The designer of the source part is informed via electronic mail to initiate a new part picture if needed.

hmtoggle_plus1Fixed Account

This setting governs the manner in which a part will be considered in terms of costing, inventory management and financial accounting.  Your choice regarding this option is very important and cannot be easily reversed once a decision has been applied and executed.


Selecting the 'Fixed Account' option states that the cost of the part, irrespective of the part being sourced internally or externally, will be sponsored by a balance sheet stock account (specified as the underlying balance sheet account of the Store into which the inventory is eventually received).  In this sense, the account that sponsors the replenishment of such a part is pre-determined or "fixed' and the replenishment of inventory does not force approval embedded  within the System. Naturally other approval processes vested in normal Company procedures (such as a Procurement committee or normal delegation limits) can still be applied within your organisation, but this entails a manual rather than System controlled approval process.


The authorisation to replenish inventory for such parts is derived from a preceding business process such as the creation of a sales forecast or Customer demand resulting in a supply/demand analysis via MRP planning and identifying the need to replenish inventory via this process as and when projected stock shortages are identified.  For this reason, fixed account parts must also be identified as MRP-Planned in order to select the  fixed account option.


Fixed account parts therefore form part of a product's calculated cost and are reflected in the balance sheet once taken into inventory. All movements to and from inventory result in the posting of journals and either the part's standard cost or average cost is applied to calculate the journal amounts (depending on the selected stock valuation method on System configuration). There are a few exceptions to this rule where external organisation stock is applied or where the stock status is neither new nor used.


Selecting the 'Non-Fixed Account' (or variable account) option means that the account that sponsors the replenishment of such a part is variable and the replenishment of inventory must be preceded by a formal approval process embedded  within the System.  The expenditure to replenish this part must thus first find a sponsor (a project node or account) before the replenishment process can be executed.  The System will thus require an approved "Stock purchase order requisition" for purchased parts and an approved "Order issue requisition" for manufactured parts prior to contracting of a Supplier or the issuing of stock to a Works order to execute the manufacturing process. The system will ensure that the expenditure remains within the constraints of the authorised amount and that the sponsoring account or project is debited with the associated cost at the time of inventory replenishment when the "Supplier to store" or "Production to store" movements are recorded.


All subsequent inventory movements therefore never result in the posting of journals and the inventory is not reflected in the balance sheet. Non-fixed account parts are also ignored when product cost is calculated.


Non-fixed account parts are also planned by MRP, but the stock replenishment process is halted after the firming of an MRP-suggested order, since a sponsoring account or project node must first be assigned to the resulting requisition which will require approval before the replenishment process can continue.  The creation of these requisitions is an automated process and the user input relates to the assignment of the sponsoring account or project node.



Basic rules enforced for the Non-fixed account option:


-  All MRP-planned parts that have a life cycle preceding "Production model" (as specified on the engineering tab of the Part master function) will be forced to inherit the "Non fixed                    account" option.


-  All parts with a source of "C" (customer furnished) will also be forced to inherit the "Non fixed account" option since customer owned stock can not be reflected as assets in the balance          sheet. An exception is made for these parts as no approval of a stocked PO requisition is required since the cost will be 0.00.


-  Non fixed account parts normally entail fixtures, gauges, tooling and engineering development parts. Development parts forces this option due to the inability to assign a reliable                     standard cost to a development part, since design cost, scrap, modeling, industrialization and low volumes are inherent to the process and the actual cost must be debited to the                        sponsoring account which will normally be derived via an Engineering development project.

RELATED TOPIC: Non-Fixed Account Parts on ABC Analysis

                         Deciding between Fixed and Non-Fixed Account Parts

hmtoggle_plus1Life Cycle

The system supports all life cycle phases of a part\product\component.  This field specifies the current phase of a part's life cycle.


At least one of the following options must be selected:


"XDM" equal to Experimental Development Model

"EDM" equal to Engineering Development Model

"PPM" equal to Pre Production Model

"ADM" equal to Advanced Development Model

"PM"   equal to Production Model

"PP"    equal to Post Production Model

"OBS" equal to Obsolete


The system will permit planning and replenishment of parts with a life cycle of "XDM", "EDM", "ADM", and "PPM" but will not permit you to set the fixed account indicator to "Yes".


A part number with a life cycle equal to "OBS" can't be linked to a parent part number (Product Structure).


MRP will not prevent you from replenishing stock for obsolete parts but will provide warnings via special action messages when its supply/demand analysis of an obsolete part deems it necessary to suggest planned replenishment orders.

hmtoggle_plus1Limited Shelf Life

When checked, it indicates that the part has a limited shelf life and that care needs to be taken not to replenish more inventory than can be consumed in the items' shelf life period.

The shelf life (in days) must be specified and a value greater than 0 days must be specified.


If UN-checked, the Shelf life days is indicated as N/a (not applicable).


You can specify whether the expiry date of a limited shelf life item can be extended via some form of re-inspection (quality action) or via a maintenance action performed via a maintenance order. If yes, the shelf life can be extended.

The early warn/notification options for shelf life expiry (as defined at Commodity code level) are now also displayed on this function.

hmtoggle_plus1Mri Part

When checked, "the "MRI Part" value is equal to No (N).


The "MRI Part" is used to identify those parts in a product structure that are registered as MRI's (Master Record Index)  This is the level where data packs have to be assembled.


A data pack for a product can be defined as all the drawings, documents, specifications, instructions etc, required to manufacture and support a product.



In principle, every Configuration Item (see help for MRP Planned ) in a Product Structure can be registered as a MRI (Master Record Index).

The Product Structure for the Configuration Item (CI) not only lists the hardware (components) required, but can also include all software required to manufacture and support the CI.  Usually MRI's are registered from End Item level up to System and Sub-system level.

hmtoggle_plus1Mrp Planned

When checked (y), it indicates the part is "mrp planned".  A part must be "MRP Planned" when Fixed Account is checked.


When unchecked, (N) it indicates that a part is not "MRP Planned".

A part can not be "MRP Planned" where:


1.        The selected Order Policy is Not yet determined .

2.        There is no Buyer and the Source is either Purchased, Sub Contracted, or Customer Furnished,

3.        No Planner is selected,

4.        No Preferred Supplier is selected and the Source is either Purchased, Sub Contracted, or Customer Furnished.

5.        No Store is selected.


Parts that are "MRP Planned" will, depending on the source code, be analyzed for by MRP runs.  These parts can be replenished through Purchase or Production orders suggested by MRP runs.

hmtoggle_plus1Preceding Part

If the selected part has a preceding part defined on the Engineering tab (thus indicating another part on which the design of the selected part was based), this part will be defaulted if the option "preceding part" is selected. The attributes of the preceding part can thus be compared to those of the selected part to ensure that the selected part has all critical attributes defined.

The attributes of the preceding part not yet linked to the selected part, can then serve as a base-line to "same-as-except" copy these attributes for the selected part.

hmtoggle_plus1Product Code

The combo box is populated with the product code and description from the Product Master table.


The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).  The length can have a maximum of 3 characters.


The product code identifies the product to which a part, node or order belongs. If a part is used in more than one product, the product code of the product that has greatest use for the part, must be entered.


It is an important sort-and-extract field and is used to perform inventory analysis, procurement, budgeting etc.

hmtoggle_plus1Reference Code

This field plays no functional role and can be applied by the user for any purpose deemed necessary.

It can be applied to reference the "old" part number if the Part numbering policy in your Organisation has changed, or it can be applied to reference a part to a group to which the item belongs.

You may even customize the label and apply the field for other descriptive data should you desire to do so.

hmtoggle_plus1Serialised/Lot Controlled


When "Always" is selected, the parent part in a product structure must be serialized.

If a non-serialized part has stock then you can not set the part to serialized. When "No" is selected the part components in a structure must be non-serialized.


On all movements for a serialized part, the serial number of the part has to be entered or selected.  The system will validate if the serial number is not duplicated.


All manufactured MRP Planned parts on higher levels in the product structure than the serialized part, must also be coded as serialized if the value for the field Serial And Lot Tracking to End Item Level in the System Configuration function is equal to yes.  The system will validate on the Order Requirements to Stores movement that the replenished part is also serialized.  If any serialized components have been issued to the order.


When "Record Later" is selected, the user can receive the stock into the store without entering serial numbers and only record the serial numbers on.  It is possible to have stock where serial numbers exists or do not exist.  It is not possible to change from "Record Later" to "Always" if stock exists without serial numbers.


Functions referencing the options in this frame include the following:


Stores to Inspection Movement

Inspection to Stores Movement

Stores to Supplier Movement

Supplier to Stores Movement

System Configuration


Lot controlled.

This setting governs whether lot control is applicable to the selected part.  Either lot controlled or serialized can be checked, but not both.


When checked, and movement(s) are being performed where the part is being received or issued, the user will be forced to specify the applicable lot number.


When unchecked, the user will not be required to specify a lot number for the part when movements are being performed.  Unchecked is the default on form load.


When you uncheck this field the system checks to see if any components of the part is still lot controlled.  If any of the component parts are lot controlled, the change will not be permitted.


The setting serial/lot tracking to end item, on System Configuration will govern whether components can be linked to Non serialized/Lot Controlled parents or not. If tracking is on end item is on, a parent part needs to be Lot Controlled and serialized if the components are to be serialized on Lot Controlled. If any parents are lot controlled or serialized, the change will not be permitted.  The check is performed in conjunction with the setting Homogeneous Lot Issuing To Orders in System Configuration.


If Homogeneous Lot Issuing To Orders is checked (Yes), using material from two different lots to fulfill an order will not be allowed.  If unchecked (No), the order can be split into two and the material can be used from two different lots.


Parts that are lot controlled can be built into serialized parts.  Serialized parts can not be built into lot controlled.  Lot controlled parts can have a quantity greater than or equal to 1.  Serialized parts can only have a quantity of 1.


Functions referencing the options in this frame include the following:


Stores to Inspection Movement

Inspection to Stores Movement

Stores to Supplier Movement

Supplier to Stores Movement

hmtoggle_plus1Shelf Life In Days

The shelf life days must be specified if the check box has been checked. The number of days can range between 1 and the Shelf Life (Days) Max as specified in System Configuration.  If the option Period Cover Interval is selected and shelf life is greater than zero, then the Order policy days supply can not be greater than the shelf life. This is to prevent over replenishment of stock, thus limiting stock to no more than can be consumed in the items' shelf life period.


It thus specifies the number of days before the item will have deteriorated during storage to the extent where the item is unfit for use or the period after which preventative maintenance must be performed to prevent deterioration.


If Limited Shelf Life is UN-checked, the Shelf life days is indicated as "N/a" (not applicable) and will be carried in data base table with a value of 0.


The Source Code indicates the dominant make/buy decision of the Part.  The MRP function uses this code to determine if a part has to be replenished by means of a purchase, production, sub-contract, or inter plant order.


Both purchase and production orders will permit sources other than the normal source associated with such orders, thus allowing for multiple source scenarios.  One of the following sources must be selected:



A purchased part is procured from an external supplier by means of a purchase order.  It is also known as a Procured Configuration Item (PCI).



A manufactured part is assembled, fabricated or manufactured in your company's own factory.  It is also known as a Manufactured Configuration Item (MCI).



A sub-contracted part is a part for which certain operations are carried out by an outside vendor, for example, your company supplies a half completed component, or materials to a supplier who performs the necessary operations, and returns the completed component to your company.  Apart from the labor, the supplier can also supply materials and components.  A sub-contracted part is a special type of PCI (Procured Configuration Item).



The MRP function blows through a phantom until a MCI or PCI is found.  A Phantom is used for two basic reasons:


1.          When the Designer wants to group components under a parent to enhance the functional or modular logic of a Product Structure rather than the assembly logic for example, a group of electrical harnesses or a group of fasteners.


2.          When the assembly/sub-assembly/part is not taken to stock but immediately consumed in the process of manufacturing the next higher level assembly.   The operations required to manufacture the phantom can be specified and will be costed in a manner similar to that of a manufactured part.  By means of the deliver to operation data, it is possible to produce a stock pull list for the required parts of the phantom(s).



An interplant part is a part manufactured internally where one business unit within the company sells it to another business unit within the company.  These parts are replenished by means of interplant orders and are a special type of MCI (Manufactured Configuration Item).



A customer-furnished part is a part of an end product that is supplied by a customer at zero cost.  These parts are usually MRP planned.

hmtoggle_plus1Uom Code

This combo box is populated with the unit of measure code and description from the Unit of Measure table.


The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).  The length can have a maximum of 3 characters.


The unit of measure code is used to identify the unit in which quantities of a part is measured for the purposes of stock keeping and order processing.

Alternative unit of measures can be specified using the Part UOM Conversion function.


Either this unit of measure code (base unit of measure) or an alternative unit of measure code can be used for order processing (selling or buying).


On the catalog (on the External Organization Parts function), the alternative unit of measure code(s) can be specified per supplier and customer per part.  Stock keeping is always done in this unit of measure code (base unit of measure).