Copy Part Data

Explanation

Use this activity to copy part information from one part to another.

This may be useful for copying part information in many instances. For example, you might be sourcing parts with similar specifications produced by several different manufacturers. In this instance, you can use the Copy Part dialog box to copy everything, except the manufacturer data, and create new parts.

Notes:

• It is possible to copy information within the same site or between different sites.
• You can copy the information onto new or existing parts. The original part (From Part) is specified in the From Part No field, and the part onto which you are copying (To Part) is entered in the To Part No field.
• You can effectively use the Copy Part dialog box to specify exactly which information it is that you want to copy. This information is specified right down to the tabs of part windows, and is listed out in the Part Information to Copy column.
• If the part to be copied is one that already exists, certain information to be copied might already be available on its records. This existing part information will not be replaced by the part information to be copied from the From Part. (For example you may have selected the Enabled check box against Inventory Part, Pallets of the Part Information to Copy column. If there is a value in at least one of the fields on the Inventory Part/Pallets tab of the To Part, none of the information from the Inventory Part/Pallets tab of the From Part will replace information on this tab of the To Part).

Prerequisites

• Part information to be copied should exist in the From Part records.
• Part information to be copied should not already exist in To Part records.
• If the To Part is new (i.e., if the part does not exist, and needs to be created during the copying process), all of the Enabled check boxes against the part catalog information must be selected. 

System Effects

• If you have not selected an existing part in the To Part No field, a new part will be created.
• Selected part information will be copied.
• If the planner is blocked for use, the planner will be fetched from the default value specified in the Sites per User tab.

Window

Copy Part
Inventory Part

Related Window Descriptions

Copy Part
Inventory Part

Procedure

1. Open the Copy Part dialog box.
2. Enter the number of the original part in the From Part No field.
3. Enter the site of the original part in the From Site field. (The default site for the user will be displayed initially)
4. In the To Part No field, enter the number of the part onto which you are copying data. This may be a new or existing part. In the adjacent field, enter an appropriate description for the copied part.
5. Enter the site of the copied part in the To Site field. (The default site for the user will be displayed initially). Use wild cards to copy the same part to many sites.

Information that can be copied from the From Part to the To Part, is listed out under the Part Information To Copy column. By default, the check boxes in the Enabled column would be selected for most of the part information.

Note:

• If you had used the Copy Part dialog box, the Enabled check box will be selected for the part information that you copied last.
• If you had not used the Copy Part dialog box before, the Enabled check box will be selected for a standard set of part information (which can also be obtained by clicking Default).

6. Select the Enabled check boxes against the part information that you want to copy. Make sure you clear the Enabled check boxes against part information that you do not want to copy, but have been selected by default.
7. If you want the selected information to be copied as a background job, select the Background Job check box.
8. There are certain features that ensure the effectiveness of the copying process:

• If the part to be copied is one that already exists, certain information to be copied might already be available on its records. This existing part information will not be replaced by the part information to be copied from the From Part. To keep check of such situations, you can select the Cancel if Copy Exist check box against required part information; the entire copying process will be halted, and you will be informed that this information already exists.
  Note: If you don't select the Cancel if Copy Exist check box, the copying process will simply continue. Though existing part information will still not be overwritten, but you will not be informed of the discrepancy.
• Certain part information selected in the Part Information to Copy column might not sometimes exist in the From Part. To keep check of such situations you can select the Cancel if Original is Missing check boxes against the relevant part information.

9. Click OK to copy the selected part information.
10. A message will appear, asking whether you want to make another copy. Click Yes to go back to the Copy Part dialog box with your most recent check box settings. Click No to complete copying and close the dialog box.