Product Definition > Exercise 3
  PPT
Exercise 3
Set Up a Product Line
Important: Remember to check the screen shots in the example if you are unsure how to fill in the data fields for these activities.
1 Use Product Line Maintenance (1.2.1) to create a new product line, 15.
This will be the product line for the medical ultrasound quality check.
Key fields to populate are:
 
Field
Data
Product Line
15; click Next
Description
Quality
Click Next slowly 6 times.
Review the account numbers. Where did this default data come from? Accept the default accounts and update the record. (When the product line is highlighted, click Back.)
Review Control Settings
2 Use Inventory Accounting Control (36.9.2). Accept the defaults, but change Current Cost to LAST.
 
Field
Data
Current Cost
Last
3 In Inventory Control (3.24), ensure the default site is set to 10-100. Click Next, then Back to exit.
 
Field
Data
Default Site
10-100
Define Item Status Codes
4 Use Item Status Code Maintenance (1.1.5) to set up two status codes, Active for Active and OBS for Obsolete. Do not define any restricted transactions for Active. For OBS, select ADD‑SO from the list of restricted transactIons.
Why might you want to prevent users from adding an obsolete item to a sales order?
Review Item Data
5 Use Item Master Maintenance (1.4.1) to verify that item 01010 has been created correctly.
Key fields to verify are:
 
Field
Data
Item Number
01010; click Next twice
Site
10-100 (in Item Inventory Data frame)
Location
010 (in Item Inventory Data frame)
Click Next until the Item Number is highlighted, then click Back.
6 Review the planning data for the end item using Item Planning Maintenance (1.4.7). Key fields to notice are:
 
Field
Data
Item Number
01010; click Next
Mstr Sched
Yes (checked)
Plan Orders
Yes (checked)
Order Policy
POQ
Order Qty
0
Purchase/Manufacture
M
Min Order
1
Order Mult
1
Use default values for all other fields.
Click Next until the Item Number is highlighted; click Back.
Define Component Items
Most of the necessary component items have been provided for you. In this exercise, you add two more items that are used in later exercises.
7 Use Item Master Maintenance (1.4.1) to add two component items to your database.
 
 
Field
Data
Item Number
60017; click Next
Unit of Measure
EA
Description
Mouse Pad; click Next
Prod Line
10
Item Type
COMP
Status
ACTIVE
Group
Medical; click Next
ABC Code
A
Location
020; click Next twice
Supplier
10S1002
Purchase/Manufacture
P; click Next
Price
3.99; click Next
Material
0.49; click Next twice
 
Field
Data
Item Number
60018; click Next
Unit of Measure
EA
Description
Dust Cover; click Next
Prod Line
10
Item Type
COMP
Status
ACTIVE
Group
Medical; click Next
ABC Code
A
Location
020; click Next twice
Supplier
10S1002
Purchase/Manufacture
P
Price
9.99; click Next
Material
2.49; click Next twice
Item Inventory Data
8 Use Item Inventory Data Maintenance (1.4.5) to modify the site associated with some of the components of 01010 so that it is the default site 10-100.
 
Item Number
ABC Class
Site
Location
50001
B
10-100
020
02003
C
10-100
010
62050
A
10-100
020
90031
C
10-100
020
Item Planning Data
9 Use Item Planning Maintenance (1.4.7) and quickly scan the data associated with the component items used to produce the medical ultrasound unit (01010). You will add the two items you created to the product structure in the next step.
Note which items are purchased or manufactured.
Item Number 01010:
 
Field
Data
Mstr Sched
Yes
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
M
Mfg LT
0
Minimum Order
1
Order Multiple
1
Item Number 50001:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
M
Mfg LT
2
Minimum Order
0
Order Multiple
0
Item Number 02003:
 
Field
Data
Mstr Sched
Yes
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
M
Mfg LT
1
Minimum Order
0
Order Multiple
1000
Item Number 62050:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
10
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
3
Minimum Order
1
Order Multiple
1
Item Number 90031:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
2
Minimum Order
1000
Order Multiple
100
Item Number 60004:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
2
Minimum Order
0
Order Multiple
0
Item Number 60001:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
5
Minimum Order
0
Order Multiple
0
Item Number 60002:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
5
Minimum Order
0
Order Multiple
0
Item Number 60003:
 
Field
Data
Mstr Sched
Yes
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
5
Minimum Order
0
Order Multiple
0
Item Number 60005:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
1
Minimum Order
0
Order Multiple
0
Item Number 60006:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
2
Minimum Order
0
Order Multiple
0
Item Number 60007:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
2
Minimum Order
0
Order Multiple
0
Item Number 60008:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
PO Site
<blank>
Order Qty
0
Purchase/Manufacture
P
Pur LT
5
Minimum Order
0
Order Multiple
0
Item Number 60050:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
5
Minimum Order
5
Order Multiple
5
Item Number 90093:
 
Field
Data
Mstr Sched
No
Plan Orders
Yes
Order Policy
POQ
Order Qty
0
PO Site
<blank>
Purchase/Manufacture
P
Pur LT
1
Minimum Order
0
Order Multiple
0
Define Parent/Component Relationships for Items
In this exercise you use Product Structure Maintenance (13.5) to add the two new items to the parent/component relationships for the medical ultrasound.
10 Product Structure Maintenance initially displays all items. In the Items tab, double-click item 01010. Drag the lower frame up to view the component items already defined in the product structure. Note that Item 50001 is a parent item to 02003 and 60004.
11 Since there are over 200 items in the database, not all are displaying. To add items 60017 and 60018, specify Item Starts at 60017 in the top frame of the Items tab and press Enter.
Double-click item 60017 and it is added to 01010 structure below. Do the same for 60018. Then click the Save icon at the top of the screen.
12 Double-click item 60017 in the lower frame and note that the upper frame is now showing the Product Structure Maintenance tab. After adding the item to the product structure, you can modify the quantity per and the operation where the item is used
Accept the default values.
13 Use Product Structure Inquiry (13.6) to review the product structure. Make sure it looks like the following example with the addition of 60017 and 60018. Note how the items you added display in numerical order.
 
14 You can also use the Product Structure by Item Report (13.8.1) to review your work.
This view of the product structure also displays the operation number where the component is used. You can direct the report to your monitor by selecting PAGE in the Output field.
The operations will be set up in the next section. When new items are created in manufacturing, the product structure and routing are usually developed together, so all the information is available to the person entering item data.