Part master data

Partial trunk

Description

The ClassiX® system distinguishes between a part and the possible roles of a part. A part itself contains the descriptive data that can be named regardless of its use. For example, a part could be completely described by "carpet". Depending on its use, further data entities or roles are obtained: If the "carpet" is sold, then sales-specific data such as sales price, is maintained in the role sales item . Further roles would be order article (with data like main supplier, last purchase price) , production part (with data like bill of material, routing, lot size), etc. In ClassiX® any roles can be assigned to a part.

Furthermore, ClassiX® distinguishes between single part, sub-part and variant part:

• A variant part describes a group of things or parts that are distinguished by certain characteristics: For example, "carpet" can be distinguished by colour and width. We then say that the variant part "carpeting" is described by the characteristic bar with the characteristics colour and width.
• A subpart is a unique characteristic of a variant part, e.g. "Carpet: Colour red, width 4m" . There is a direct assignment to a variant part, in our example to the variant part "carpet". Sub-parts can be detached (decoupled) from a variant part at any time and thus become an individual part.
• Individual parts are not variant parts and are not subordinate to a variant part. Individual parts can, however, be subsequently assigned (coupled) to variant parts. Usually, most EDP systems only support single parts.

The advantage of processing with variant parts is that previously unknown characteristics of a part do not always have to lead to data entry. For example, if a customer wants a "carpet" with the colour pink and a "carpet" of this colour has never been processed before, this "carpet" can be ordered directly from the supplier as a variant part with the new characteristic pink without entering a new order article.

The characteristic bar of a variant part consists of various characteristics or attributes. In our example above, these were the attributes colour and size . The attribute size can also be a formula attribute, i.e. it is calculated from the attributes"length times width". In this case, the attributes length and width must be specified in the subpart.

The variant part "carpet" can of course be specified more precisely by further attributes. For example, material type (such as wool, plastic, or similar), pile thickness (in mm), pattern, etc. would be possible. One could even go so far as to define all carpets in the world as a sub-part of only one variant part. However, this would require an increase in the number of characteristics to be able to describe each carpet in a sufficiently distinguishable way from the others.

To what extent parts are described with different variant parts - or whether variant parts are used at all - depends very much on the individual case. A DIY store may have only a few (or even only one) "carpet" variants, whereas a carpet manufacturer will prefer a more structured structure of its "carpet" variants.

Functionality

• Input window
  • Convert to batch-managed part
  • Part status
  • Common dispo account
• Change parts settings with Wizzard
• Options window (input window)
  
• List window
• Option window (list window)
• Selection window
  
• Insert part roll
  
• Part release
  
• Part weights (in one)
• Part weights (list)
  
• Batch Wizzard

Input Window

This window is used to maintain the part master. You can select a part by entering the desired number in the Number field and confirming with RETURN. If several parts with the entered number exist, the selection window with these parts is displayed. If you want to call up the list window, you can select the menu item "Search". In the menu under "Edit -> Variants -> Filter part number" you can set which part type can be searched for in the field number.

When you create a new part, you should first determine whether it is a single part, a variant part or a subpart (Edit -> Variant part -> Part type). The part number for single and variant parts should be unique.

When creating a sub-part, the 'Variant part' field appears to select the variant part to which the sub-part is to be assigned. Then assign a part number that makes sense to fit into the part master.

Subparts can be created very easily by first calling up its variant part and then pressing the 'Insert' button in the list of subparts. A subpart is then automatically created, linked to the previously called variant and you only have to maintain the specific attributes / characteristics of the part.

Existing subparts can be copied by right-clicking on the subpart to be copied in the subpart list of the variant part and selecting "Copy". All part data is copied to the new part, including all characteristic settings as well as MRP and stock account settings. Part roles and provision data on the logistics account are not copied.

You can create a new part role by calling up the corresponding menu item in the "Edit" menu. If the part role has already been defined, it is indicated by a button in the toolbar.

You can change the stock data of the part with the button or the menu item "Stock account" to view and change it.

With a tick in front of Spare part or QA part you can declare the new part as a spare part or provide it for QA inspection. In the lower section of the window, under Characteristics, you can insert or delete characteristics. Save your data with OK.

You can use the validity to exclude individual parts that are no longer to be used from the current part master. It should be noted that this also has an influence on parts lists and stock levels. Invalid parts can lead to error messages if they have not been replaced.

To be able to edit existing parts, select the corresponding part via the selection window by double-clicking on it. Via 'Edit' you can change search terms, insert and create characteristics, jump to the warehouse account, the purchasing data, etc. and edit them.

Since non-controlling attributes can be assigned to each subpart, they appear grey in the list. The column headings of these attributes change depending on which subpart you have selected. Controlling attributes are shown in turquoise.

Subparts can be decoupled from the variant part and then treated as individual parts in the system. This way, the part could then be declared invalid, for example.

A picture can be stored for a part in the "Picture" tab. This is then saved in the database. A picture can be loaded via the button "Select picture". The radio buttons allow switching between the display in original size and the dynamically adjusted view, where the image is displayed in the current window size.

Convert to batch-managed part

Create a batch-managed part from an existing single part.

• The MRP account of the new batch-managed parts is a common one for all subparts.
• An existing stock account is assigned to the sub-part, i.e. the current stocks refer to the new sub-part.
• The following data is taken over into the batch part at the moment :
  
  
  
  
  
  
  
  
  
  
  
  
• The sub-part gets the current date as the batch number. Call up the sub-part and correct the value of the batch number in the feature list.

Toolbar

Icon	Description
	Create new part
	Save part
	Delete part
	Print part
	Display stock movements
	Display stock
	Show dispo movements
	Show logistics account
	Display sales item
	Show sales set
	Show spare part
	Show special sale part
	Display purchase item
	Show production items
	Show part usage
	Show parts list
	Edit routing
	Create/edit notes
	Show operations
	Set validity
	Open first document
	Check plausibility

Fields

Field	Description
Master data
: Single/variant/subpart *	Unique part number. This is a required field unless the part number is automatically incremented by an enabled part number counter. When creating a new single part (not automatically created new subpart of a variant part), the part number can be freely assigned despite an activated counter by entering the number in the number field before the first saving. It makes sense to use only part numbers that are larger than the last previously assigned part number, since otherwise - with a unique part number index - the part number might already be assigned. In this case, the system would report an error. If individual users are not to have this right of free part number assignment, a message block must be created for the message CREATE_ITEM_WITHOUT_COUNTER and assigned to these users. If a new subpart is created automatically (created from a variant part or copied from another subpart), the part number is assigned automatically if the part number counter is activated, otherwise it is requested separately.
: Variant part	Display of the superior variant part. This field is only visible if the part has a superior variant part. As a rule, individual parts are subordinated or assigned to a variant part (and thus become "subparts"), but it is also possible to assign variant parts to another variant part as a subpart. This can be done by dragging and dropping a variant part into the list of subparts of another variant part.
: search terms	When a part is created, the text is automatically created as a search term.
: Part class *	Selected part class. This is a mandatory field! The classification term "part class" (ITEM_CLASSIFICATION) as well as the classification term "part type" (ITEM_TYPE) apply to a part, the so-called statistics/article group (SALES_STATISTICS) apply to the sales roles, the purchasing areas (PURCHASING_GROUPS) apply to the purchasing role of a part. The idea behind this is that a "classification" of a part (e.g. "screw") and a "part type" of a part (e.g. "raw material") is independent of its use (i.e. its part roles). The part roles are information on the use of a part, which one then also wants to evaluate statistically, hence the assignment there to a statistics group (in the sales role) or to a purchasing area (in the purchasing role).
: agent	Processor of the part. This information is filled in for the first time when the part is created; afterwards, this information can be maintained manually. If this field is not changed manually later, this information corresponds to the field "From employee" in the tab Additional data.
: Date	Date of processing. This information is filled in for the first time when the part is created; afterwards, this information can be maintained manually. If this field is not changed manually afterwards, this information corresponds to the field "Date of creation" in the tab Additional data.
: Text *	Multilingual designation of the part. This is a mandatory field!
: Generate (as button)	This button is only visible when the part is is a sub-part linked to a variant part. this variant part has defined output formats at the attribute bar the automatically generated text does not match the currently displayed part text. In this case, the text can be generated automatically using the output format. The search terms are also adjusted and the button is subsequently no longer visible.
: Manufacturer	Assignment to the manufacturer. Subparts with the same manufacturer as the variant part are not shown separately for the manufacturer.
: commodity code	Assignment to a combined nomenclature (commodity code), which is used for the INTRASTAT declaration and the declaration of origin. The data record of the combined nomenclature can be opened with a right click. Several partscan then be assigned to this nomenclature at once.
: status	see part status
: sales part	Message field whether the part should also be created as a sales part: a sales role should be added later (for workflow control).
: spare part	Message field indicating whether the part should also be created as a spare part: a spare part role should be added later (for workflow control).
: Consumable material	Message field whether the part is used as a consumable (further spare part specification).
: consumable part	Indicator that the part is a wear part. This identifier is output in parts lists and parts dispositions and is used to create spare parts lists (in addition to specifying a separate spare parts role).
: QA part	Indication of whether the part must be inspected by quality assurance at goods receipt.
: Dangerous goods	Message field indicating whether the part is a dangerous good (transport). If the structures "UN_NUMBER" for the UN dangerous goods numbers, "UN_HAZARD_ID" for the UN dangerous goods classes and "PACKING_GROUP" for packing groups have been created in the database as classification terms, an additional"Dangerous Goods" window tab is displayed when this field is selected.
: Common warehouse account (only for variant parts)	See joint dispo account Attention: These option fields are only visible if the option to set joint accounts on the"Logistics" tab has been set via the client!
: Common dispo account (only for variant parts)	See Joint dispo account Attention: These option fields are only visible if the option to set joint accounts on the"Logistics" tab has been set via the client!
Subparts/characteristics	For variant parts, listing of the subparts, sorted according to the saved sort sequence via the characteristics bar. If it happens that an invalid sub-part has a valid replacement object that is also a sub-part of the variant part, then the valid sub-part is only present once in the list. For sub-parts and single parts, list of characteristics. Function: Individual parts can be assigned to the variant part as subparts by simply dragging the parts to be newly assigned into the subparts list of the variant part with the mouse. Entries from the stock list and the operation folders are also permitted. Variant parts can also be dragged into this list, resulting in multi-level variant parts
Additional data
: date attachment	Date of first installation
: from employee	Processor of the initial creation
: dispo agent	Specification of the user who is responsible for the disposition of the part. This information can be used to select parts in the part master search window.
: Weight	For parts that do not have a weight as a unit of measure and are not a variant part, the weight can be maintained here in a simplified way in the unit table. If a conditional table is already stored in the unit table, only a button for calling up the unit table is displayed here.
Production planning	This group is locked for variant parts.
: : Include part in the PPL	part can be taken into account directly when exploding a production plan. For selected production parts, the next stage is directly exploded, i.e. if this flag is not set, the parts have no MRP.
: : Specify a fixed quantity in the first stage of the PPL.	The required quantity is not generated as demand, but the quantity entered here.
Serial numbers
: Serial number list	Output the list of serial numbers associated with this part.
Documents
: Structure tree	Via the structure tree on the left side, subfolders or subnodes() can be created. Associations (document references, parts, part roles, partner roles, etc.) can be moved within the structure via drag & drop and thus structured. In addition, it is possible to navigate via the structure tree to display the associations of the folder in the right-hand list. (It is currently only possible to structure document references).
: list	On the right side is the list of document references. The local document references are marked with the box symbol () and the global ones with the document reference symbol (). In addition, global document references can also be inserted as a conditional table. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. In addition, the type and the file name are displayed. Link: Description of the buttons for maintaining the assignments to the document references.
: Designation structure node	For the folder (structure node) defined in the structure tree, a different description can be entered here and saved via the save button to the right of the field.
Image
: original	Show selected picture in original size
: Dynamic	Adjust selected image to window size
Dangerous goods	This window tab is only visible if the field Dangerous goods (see above) is selected for the part currently being processed and the corresponding information for the UN number is in the database. and dangerous goods class, as well as the packing group as classification terms "UN_NUMBER" for the UN dangerous goods numbers, "UN_HAZARD_ID" for the UN dangerous goods classes and "PACKING_GROUP" for packing groups have been created
: UN number	Indication of the UN number of the dangerous goods
: UN Dangerous goods class	Indication of the UN dangerous goods class of the dangerous goods.
: Packing group	Indication of the packing group of the dangerous goods

Part status

The part status defines the different statuses that a part can have. The part status is thus an important element of the part life cycle.

The part status is defined via the status term "ITEM_STATE". This evaluation group can contain both simple structure nodes and structure statuses . In the case of structure status, the status is automatically determined by transition conditions in other structure statuses.

All simple structure nodes and the beginning of the status chain of the structure statuses are displayed for selection. Thus, the classification term "ITEM_STATE" could be structured as follows, for example:

- In progress
- Locked
- Released (with conditional follow-up status)

In this example, the UNDER_WAY, LOCKED, DELETED and RELEASED statuses can be set in the part by the user. RELEASED can be selected because this is the only structure status that is not referenced by any other status and is therefore recognised as the start status. The subsequent statuses are then derived from the data of the part.

In the right-hand image, the status RELEASED is also shown next to the status definition. Through the transition condition (Expr.) "true", the part is automatically forwarded to the next status.
From the next status, the status then determines which part data must be recorded and the part status is switched on when this has been done.

The following examples provide an overview of the data that can be queried and the formula expression that can be used to do this.

if(has(Monitor("CX_DISPO_ACCOUNT").logisticsEnum))(Monitor("CX_DISPO_ACCOUNT").logisticsEnum=2) else false

if(has(Monitor("CX_STOCK_ACCOUNT").current.quantity))(.Monitor("CX_STOCK_ACCOUNT").current.quantity <= 0) else false

if(has(Monitor("CX_PROCEEDINGS").current._refCounter))(Monitor("CX_PROCEEDINGS").current._refCounter>0)else false

Options for editing and using the parts can be stored at the individual statuses. These options are stored as attributes at the structure node (see also Attributes/Properties and there in particular the paragraph: Attributes with control function).

Common disposition or stock account for variant parts

Attention: These option fields are only visible if the option to set the joint accounts on the"Logistics" tab has been set via the client!

For variant parts, it is possible to create a common disposition and warehouse account for all sub-parts and the variant part. This is useful, among other things, if it is irrelevant in which version a variant part is in stock. In this way, an MRP movement of a sub-part is only registered in the MRP account of the variant part. Nevertheless, all information on which sub-part the corresponding movement refers to remains available.

This common account is activated via the part master mask via the checkbox "Common MRP account". If different MRP accounts already exist for the existing subparts, these are collected and moved to the MRP account of the variant part. See also AccountOwner.

It is also possible to split this common dispo account again via the menu item Edit->Split dispo account. Now all individual entries are assigned to the corresponding sub-parts again.

Change part settings with Wizzard

This wizzard can be used to set settings for a group of selected parts in one. The selection of parts can still be changed with the wizzard open.

The checkboxes in front of the groups "Part class", "Manufacturer", "Product number", "Status" and "Properties" can be used to hide or show the data fields. Data fields that are shown are changed in the parts by the wizard. These groups are not changed by hiding them.

Options window (input window)

Here you can select whether the name, e.g. "FAB_TEIL", or the description, e.g. "Fabrikat", of the individual characteristic is to be displayed in the column headers of the characteristic columns in the list of subparts. Each time the input window is opened, the option is reset to the default, i.e. the display of the name. When confirming a selection with the OK button, the input window is not completely rebuilt but only the list of sub-parts.

List window

Serves to list the parts. Various other data related to parts can be dragged into the list. Among others, these are:

Toolbar

Symbol	Description
	Create new part
	Edit part
	Opens another search window with which the parts can be searched via even more search criteria
	Search for material characteristics
	Search for objects that do not contain any of the attributes to be specified (no matter which value is set).
	Delete part
	Print parts
	Reset list
	Filter search variant parts only
	Filter search single parts only
	Filter search subparts only
	No parts filter: search for all parts
	Parts filter: search for all services
	Show stock movements
	Display stock
	Display disposition movements of the part in the disposition account.
	Display logistics account
	Show parts usage
	Create/edit notes
	Display operations
	Set validity
	Copy all parts to the clipboard
	Export all selected parts to Excel
	Check plausibility

Option window (list window)

All settings for the search can be made here. The window can only be closed with the "OK" button.

Selection window

This window is used to select a part. The part roles and allocations are displayed on the right-hand side. These lists can be used to conveniently create the corresponding objects for the selected part. To do this, open the context menu in one of these small lists with the right mouse button and select the desired entry.

Toolbar

Icon	Description
	Filter search variant parts only
	Filter search single parts only
	Filter search subparts only
	No filter search for all parts

Part weights (in one)

In this window you can enter a weight for all previously selected parts, which is then transferred to these parts.

Part weights (list)

Parts are listed in this window so that their weights can be maintained individually.

Parts release

In this window, the part previously selected in the list window - together with all parts of the associated parts lists - is listed, provided these parts are not in the "RELEASED" state.

Insert part roll

Used to select a divider roll.

Batch Wizzard

The batch wizzard can be used to select existing batch numbers for batch-managed parts or to add new batch numbers to the batch-managed part. Depending on the setting, the expiry date can be assigned to the batch number.

The window is opened from the application in the following three options depending on the scenario:

• Create
  A new batch number is created via the Batch Wizard. In this option, the window is opened, for example, when the "Create" button is pressed in the part mask of a batch-managed part. The listing of the existing batch numbers is purely informative.
  
• Select
  An existing batch number can be selected from the list of batches via the batch wizzard. In this option, the window is opened, among other things, when a batch-managed part is selected in the module of the retrieval, because the batch number inevitably already had to be entered during storage.
  
• Create + Select
  In this option, an existing batch number can be selected or a new one can be created. If a new batch number is created, it is selected directly. In this option, the window is selected, among other things, when a batch-managed part is selected in the storage module. Both an existing batch number and a batch number created in this context can be stored here.

Related topics

• Index
• Subject characteristics / attributes
• Work plan
• Purchasing section
• Spare part
• Production part
• Validity
• Stock account
• Units of quantity and price
• Search for material characteristics / attributes
• Bill of materials
• Search for parts
• Parts usage
• Sales item
• Sales set
• Sales goods
• Operations
• Search terms

Technical documentation

• Implementation
• Quality assurance
• Part master basic module
  • Part master editing module
  • Partial master selection module

Part master basic module

Module name

item.mod

Classes

CX_ITEM

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Part master editing module

Module name

itemedt.mod

Classes

CX_ITEM

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

There are now the following macros for locking the input window:

• LockWindowWithObject
• UnlockWindowWithObject
• UnlockWindowWithoutObject

Part master selection module

Module name

itemsel.mod

Classes

CX_ITEM

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.