Setting Up Part Catalog—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to show you how to set up the basic data that is required if you want to specify a part main group and standard name. You will learn how to create a part main group and standard name to facilitate the categorization of new, tuned IFS Racing parts.

Windows:
Part Basic Data/Part Main Group
Part Basic Data/Standard Names

  1. Enter a part main group with an alphanumeric value that is not used by other groups in your class. Enter the description XX Racing Parts, replacing XX with your initials.
  2. Enter a standard name, e.g., XX Tuned Racing Car. You should also enter language-dependent standard names, both in English and in your native language.

General Exercise for Part Main Group and Standard Name

Main Exercises

Purpose: The purpose of this lesson is to show you how to enter a site-less part, i.e., a part that later will be registered as an inventory, purchase, or sales part. This is also a way to reserve a part number for a part that is to be used in the future. To group the articles, you can also specify a standard name and part main group.

Windows:
Part

Enter Part

  1. Create a new record.
  2. Enter an appropriate part number and description.
  3. Click the General tab. In the Unit Code field, enter the unit of measure for the part.

Enter a Part with a Part Main Group and Standard Name

  1. Create a new record.
  2. Enter an appropriate part number and description.
  3. Click the General tab. In the Unit Code field, enter the unit of measure for the part.
  4. Assign an appropriate standard name to the part.
  5. Assign the part to an appropriate part main group.

Enter GTIN

GTIN for SKU and package level can be entered manually or automatically.

  1. Open the Part window and query for the part number.
  2. Click the GTIN tab and create a new record.
  3. Manually enter a value in the GTIN field and click a series in the GTIN Series list.
  4. Save the record.
  5. To add another GTIN to the part automatically, create a new record.
  6. Right-click and then click Create GTIN Automatically.
  7. On the dialog box that appears, you can change the company from the list of values.
  8. Select the GTIN series from the list.
  9. Click OK.
  10. Save the record.
  11. If required, change the Used for Identification check box for the created GTINs.
  12. If required, change the default GTIN by right-clicking on the GTIN you want as the default value, and then clicking Set Default GTIN.

Note that you have entered two GTINs on this part, but only one of them can be the default value. The default GTIN is used when GTIN is printed on documents, sent in messages, shown in the application etc.

Note that a GTIN can either be used for identification or not. If the GTIN is used for identification you can find the part via this GTIN when entering customer orders, receiving incoming customer orders etc.

To enter GTIN 14 for package level you should enter the valid input UoM group as the default input UoM in the Part/General tab.

  1. Repeat steps 1 to 14 above. Create GTIN 8, 12 or 13 for the SKU level.
  2. Select the GTIN in the upper table for which you want to connect GTIN-14 per package.
  3. Create a new record on the lower table.
  4. Select the input UoM from the list of values.
  5. Enter the package indicator. The package indicator together with the connected GTIN is used for generating the GTIN-14 upon saving.
  6. Manually enter GTIN-14 for package, if the one generated is not sufficient.
  7. Save the record.
  8. To create GTIN-14 for other packages, repeat steps 1-7.

Note that the set of GTIN-14 per package will be default if connected to the default GTIN on the SKU level.

Note that the GTIN-14 can also be set for identification or not.

Define Alternate Part

  1. Create a new record.
  2. Repeat the first main exercise (Enter Part) to create another part number. This part will be the primary part.
  3. Click the Alternate Parts tab and create a new record.
  4. In the Alternate Part No field, query for the part you created in the first main exercise (Enter Part). This part will be the alternate part.
  5. Leave the Fully Interchangeable check box selected and save the record.
  6. In the header of the Part window, query for the alternate part you just defined in step 4.
  7. Click the Alternate Parts tab. The primary part created in step 2 is now shown as a valid alternate.

Centralized Part Description

The purpose of this lesson is to show you how to enable and use the centralized part description including translation of the description, which when enabled, will fetch the part description from the part catalog instead of from the inventory part, purchase part or sales part descriptions.

Windows:
Site
Part/Language Description
Inventory Part/Purchase Part
Sales Part

Enabling Centralized Part Description

In this exercise, you will enable the Centralized Part Description for wanted sites and part types.

  1. Open the Site window.
  2. Create or select the site that should use centralized part description.
  3. On the Inventory tab select the Use Part Catalog Description as Description for Inventory Part check box to enable centralized part description for all inventory parts on this site.
  4. On the Distribution tab select the Use Part Catalog Description as Description for Sales Part check box to enable centralized part description for all sales parts on this site, and/or the Use Part Catalog Description as Description for Purchase Part check box to enable centralized part description for all purchase parts on this site.

General exercise for Entering Site

Enter Part Catalog Language Description

In this exercise, you will enter and view the part description.

  1. Open the Part window.
  2. Create or select a part.
  3. In the Description field, enter or notice the part description.
  4. Click the Language Description tab and enter or notice translated descriptions for different language codes.
  5. Open the Inventory Part window.
  6. Create or select the above part for a site where the centralized part description is enabled for the inventory part.
  7. Click the Identification tab, where you can see the inventory part description and the part catalog description field, and the check box indicating which of these values are in use.

Note: The description from the part catalog is displayed, and if you have selected a session language code at logon which has a translation, the translated description is displayed.

  1. Open the Purchase Part window and view the part description.
  2. Open the Sales Part window and view the part description.

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