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This tab is applied to add a new product code with some basic, minimum details.

 

It carries the basic product data, but importantly, assigns responsible employees to certain job-assignments.  As mentioned, only the basic data is added as specified on the "Detail" tab. After a successful add, the responsible managers as per their assignments must specify the change control, sales control, discount matrix and other data on the remaining tabs.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

The user must have a security profile linked to the function Product Master with an access allowed of Add.

 

The "Add" button is enabled when a new product code is entered.

When the "Add" button is clicked, the new product code record is inserted into the Product Master table.

 

Do take note that only the basic data is added as specified on the "Detail" tab. After a successful add, the responsible managers as per their assignments must specify the change control, sales control and other data on the remaining tabs.

hmtoggle_plus1Allow Negative Stock

This check box governs whether negative stock is to be allowed for parts linked to this product.  Negative stock can result from the automatic back flushing of components where the stock on hand of a part is less than the quantity issued by the back flush routine.

 

If this check box is unchecked, the Part Master function will disallow the user to check  the Allow Negative Stock check box for any part linked to the selected product.

 

If this check box is checked, the Part Master function will allow the user to check or uncheck the Allow Negative Stock check box for all parts linked to the selected product.

 

Once this check box has been checked on Product Master, the function will only permit the user to set it to unchecked on the condition that no parts linked to the product contains a setting that allows negative stock.

 

This check box can only be selected if the setting Automatic Backflushing of Components is set.

hmtoggle_plus1Apply

The "Apply" button is enabled when the signed on user is the Product Manager or Product Administrator of the selected product code.

 

When the "Apply" button is clicked, the Product Master table is updated with the new level(s) of ECP control.

hmtoggle_plus1Apply On Status

Where profit margin control is applied to sales, the user has the option to specify to which order line statuses the warn and/or stop percentages should be applied. One option may be to apply it only when quotations are prepared, whilst other options may enforce the GPM-target on sales order lines for all statuses. The statuses are quote, planned, firm and released.

 

The warn and stop percentages will be applied to the statuses selected for the order line types selected.

hmtoggle_plus1Automatic Backflushing Of Components

This check box governs whether automatic back flushing of WIP material or components is to be performed on the selected Product. Default is unchecked (No).

 

When checked (Yes), any Customer order line being crated/shipped and any Internal order line being completed to stores, for the selected product code, will automatically issue (back flush) the required set of material or components not yet issued in ratio to the order line quantity completed. Back flushing thus checks the order line percentage complete and will insert movements and post-deduct stock for all non-floor stock and non-serial/lot controlled parts not yet issued to the calculated percentage. The back flushing is performed from stores that allow back flushing and the employee performing the movement must be an employee authorized to perform stock issues to order requirements from the applicable store. Where inadequate stock is available in the stores, the part setting for allowing negative stock will be applied to decide whether the full quantity can be issues even if it results in a negative stock on hand quantity.

 

When unchecked (No), pre-issuing of the required material/components will be required.

 

As mentioned, automatic back flushing only applies to non-serialized and non-lot controlled parts since the actual serial/lot numbers applied are not known to the system. If the product code has parts identified as JIT Items linked to it, this check box cannot be unchecked. An error message will be displayed when the "Change" button is clicked.

hmtoggle_plus1Change

The user must have a security profile linked to the function Product Master with an access allowed of Change. The "Change" button is enabled when an existing product code is selected.

 

Regarding the "Detail" tab, the system will however validate that the user must, in addition to having change-rights, be the Product Manager of the selected product code (or an employee acting for the Product manager).

 

When the "Change" button is clicked, the data for the selected product code is updated on the Product Master table.

 

Take note that change-rights do not allow changes on all tabs, since the data ownership for data on the other tabs is vested in the Product manager/administrator and sales manager as described in the roles of the assigned employees.

hmtoggle_plus1Decimal Movement Allowed

This field displays whether parts belonging to this Product can have movements with decimal quantities i.e. Movement Quantity of 3.5 instead of 3.

 

RULES

This field will be enabled if the setting Decimal Movement Allowed on System Configuration is set.

 

The user will not be allowed to change this field to 'Not Allowed' (unchecked) if Part Master records belonging to this product code exist with the 'Decimal Movements Allowed' field set on the Part Master table.

hmtoggle_plus1Delete

The user must have a security profile linked to the function Product Master with an access allowed of Delete.

 

The "Delete" button is enabled when an existing product code is selected.  When the "Delete" button is clicked the selected product code record is deleted from the Product

Master table.

 

A product code cannot be deleted if any part numbers are still linked to it or if any order line or project node still references the product code.

 

If however, the delete is successful, all other records linked to the product, such as discount matrixes, employee authorizations and stock application rules will also be deleted.

hmtoggle_plus1Deviation From Line Part Number Allowed

When clicked, a different part, other than the one specified on the repair purchase order line, may be received against the line. The buyer will obviously negotiate with the supplier to supply a part with similar or better attributes that can at least serve the same function and fit should the part to be repaired not be repairable and where replacements parts of the exact same configuration are no longer available.

hmtoggle_plus1Equipment Base Option

The Equipment base option for a Product Code indicates whether parts that are linked to this product code, are allowed to optionally participate in the Equipment base process.

 

The main purpose of the Equipment Base is to keep track of equipment shipped to customers.  It is also applied to keep track of the serialized/lot-controlled components built into the shipped equipment and history of maintenance events and repairs, component replacements and the denomination of life of the equipment.

 

Equipment Base records can be for products manufactured and shipped by your company, or for equipment not manufactured by yourselves, but inherited for maintenance via a service contract from a customer or being your own equipment and facilities maintained for your own benefit.

 

See "Equipment Base " for more detail.

hmtoggle_plus1No Deviation From Line Part Number Allowed

When clicked, a different part, other than the one specified on the repair purchase order line, may not be received against the line. This option is the default.  The supplier thus has to repair the part or supply a replacement of the same configuration.

hmtoggle_plus1Product Administrator

The Product administrator is assigned by the Product manager as being the person responsible for administrating all Change Proposals that are entered for configuration items of the selected product code.

 

When a change proposal is created for any configuration item, the Product Administrator  responsible for the Product code to which the item is linked, will be applied as the administrator of such a change proposal.

 

If no Administrator is specified, the "Product Manager" will be applied as the Administrator of the change proposal.  His/her role includes  the creation of a routing (after the change proposal is designer approved) to identify other role players required to provide inputs or to participate in the analysis or approval process of the suggested changes.

 

The Product Administrator, in addition to the Product manager, also has update rights to the Change Control and Stock application tabs on the Product Master function.

 

Any active employee can be assigned and the list is populated with the employee surname, first name, middle initial, and the employee ID from the Employee Master table, where the status is Active (A) or Unavailable (U).

hmtoggle_plus1Product Family

The product family code is used to group products into Product families for reporting or other purposes. As an example, all men's leather shoes of all different sizes, and possibly even some style variations, may belong to the same product code, where-as all men's, ladies and children shoes may belong to a product family being "Leather shoes".

 

The list is populated with the product family code and the description from the Product Family table.

hmtoggle_plus1Product Group

This field is optional and is applied to link a product code to a product group.

The list displays active Product Grouping Codes from the table Product Grouping Code.

 

Since product codes are also linked to product families (which is mandatory), the application of this field in your Organisation can be for an intermediate reporting level between product codes and product families, or to report at group level on sales, inventory, purchasing, projects and others from a corporate/head office perspective.

hmtoggle_plus1Product Manager

The Product manager is assigned as the person primarily responsible for the product (and as such for all items linked to a product group). The manager carries the responsibility to specify the level of engineering change control to be applied when changes are made to bills of material, part operations (routings) and/or part revisions.

 

The manager also specifies the stock application rules, thus governing which stock statuses can be applied for the different order types. Any active employee can be specified and the list is populated with the employee surname, first name, middle initial, and employee ID from the Employee Master table, where the status is either Active (A) or Unavailable (U).

 

The Product manager will normally also specify the Product Administrator, Product scheduler and Sales manager.

 

The Product Manager and/or Product Administrator are responsible for specifying the routing and participants on a change proposal if change control is applicable to the product and it's linked items and will normally also carry the responsibility to either reject or finally approve a change proposal

 

The Product Manager, via this job assignment, thus has update rights to the Change Control and Stock Application tabs on the Product Master function.

hmtoggle_plus1Product Scheduler

The Product Scheduler is assigned as the person primarily responsible for the production scheduling of all items linked to a product group. The scheduler carries the responsibility to oversee the scheduling activities for these items to meet demand and inventory manage goals and will normally, in a formal planning environment, identify the master production scheduler. Any active employee can be specified and the list is populated with the employee surname, first name, middle initial, and employee ID from the Employee Master table, where the status is either Active (A) or Unavailable (U).

The person is normally also an assigned planner (as identified on his/her Employee master record).

 

If anomalies occur during MRP runs, the system determines the product code  of the part with which a problem is experienced and  notifies the Product Scheduler accordingly via internal mail, E-mail or both.

 

The Product scheduler is often also involved in the Change proposal cycle to analyze the effect of the proposed changes on production schedules and customer commitments and to supply inputs to aid the decision making process and determining ultimate implementation dates.

hmtoggle_plus1Quality Controller

This field is mandatory and is applied to specify a quality controller responsible for the selected Product code and its linked part numbers.

 

Every part number can have its own quality controller defined at Part master level, but where a part does not have an assigned controller the Product quality controller will be applied by default.

Many business processes send mail to inform or prompt for action and regarding quality related activities such as Quality inspections, quarantine corrective actions and even events where dangerous goods are involved, mail is sent to either the Part quality controller or Product quality controller.

 

The list is populated with all active employees from Employee master where the employee has been indicated as a Company quality controller.

hmtoggle_plus1Repair P.O. Receipt Options

This option governs the receipt of repair purchase order lines.  It will allow or disallow the receipt of a different part, other than the part specified on the line. Therefore, if a part is sent to a Supplier for repair, the option will govern whether the repaired part must be received back or whether the Supplier can replace the part with another new or refurbished part should the same item not be available/no longer in production..

hmtoggle_plus1Sales Manager

The Sales manager is assigned as the person primarily responsible for overseeing product sales (and as such for all items linked to a product group). The manager carries the responsibility to specify the level of sales and profit margin control to be applied when sales are made.

 

The manager thus specifies the sales control rules and minimum targets for profit margins per sales order type and also governs the landed cost base from which profit margins are calculated. In addition, the sales manger can grant special trade discounts to be applied for specific customers and also has the right to override predefined sales prices and profit margins.

 

The Sales manager can also identify additional employees that may override sales prices and profit margins and can also grant temporary authorization to other employees to sell at lesser prices and profit margins (see sales price and GPM override authorization).

The Sales Manager, via this job assignment, thus has update rights to the Sales Control, Stock Application, Trade discount matrix and Employee authorization tabs.

 

Any active employee can be specified and the list It is populated with the employee surname, first name, middle initial, and employee ID from the Employee Master table, where the status is Active (A) or Unavailable (U).