Setting Up Parts for Condition Codes—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Enabling Condition Codes, Lot Batch Tracked Parts

Purpose: The purpose of this exercise is to demonstrate how to enable condition code functionality when creating new lot batch tracked inventory purchase part records.

Windows:
Inventory Part
Supplier for Purchase Part
Part/General

Steps: To create an inventory purchase part with lot batch tracking and condition code functionality enabled, complete the following steps.

  1. In the Inventory Part window, create a new record.
  2. In the Inventory Part field, enter XX LotCC, replacing XX with your initials.
  3. In the Part Description field, enter XX Lot batch, Condition Code.
  4. Use the List of Values to select your site.
  5. Verify that the part type is Purchased.
  6. Use the List of Values to enter a planner, or enter *.
  7. In the U/M (unit of measure) field, enter PCS.
  8. Save the record.
  9. Right-click, then click Supplier for Purchase Part. In the window that opens, enter all required data to connect the part to a supplier. Save this record, and close the Supplier for Purchase Part window.
  10. In the Inventory Part window, right-click, then click Part Catalog to open the associated part catalog record.
  11. In the Part/General tab, select Lot Tracking in the Lot/Batch Tracking field.
  12. Select the Allow Condition Code check box.
  13. Save the part catalog record. A message will be displayed, indicating that you cannot disable condition code functionality once it has been enabled for an inventory part record. Click Yes.

Note: The parameters you set in the Part window will apply to the specified part at all sites. For example, if a part is lot batch tracked at one site, it must be lot batch tracked at all sites. If condition codes are enabled for a part, condition codes must be used at all sites.

Enabling Condition Codes, Serial Tracked Parts

Purpose: The purpose of this exercise is to demonstrate how to enable condition code functionality when creating new serial-tracked inventory purchase part records.

Windows:
Inventory Part
Supplier for Purchase Part
Part/General

Steps: To create an inventory purchase part with serial tracking and condition code functionality enabled, complete the following steps:

  1. In the Inventory Part window, create a new record.
  2. In the Inventory Part field, enter XX SerialCC, replacing XX with your initials.
  3. In the Part Description field, enter XX Serial, Condition Code.
  4. Use the List of Values to select your site.
  5. Verify that the part type is Purchased.
  6. Use the List of Values to enter a planner, or enter *.
  7. In the U/M (unit of measure) field, enter PCS.
  8. Save the record.
  9. Right-click, then click Supplier for Purchase Part. In the window that opens, enter all required data to connect the part to the same supplier as the XX LotCC part. Save this record, and close the Supplier for Purchase Part window.
  10. Right-click, then click Part Catalog to open the associated part catalog record.
  11. In the Part/General tab, select the Inventory Serial Tracking and After Delivery Serial Tracking check boxes, and set the Serial Rule value to Manual.
  12. Select the Allow Condition Code check box.
  13. Save the part catalog record. A message will be displayed, indicating that you cannot disable condition code functionality once it has been enabled for an inventory part record. Click Yes.

Note: The parameters you set in the Part window will apply to the specified parts at all sites. For example, if a part is serial tracked at one site, it must be serial tracked at all sites. If condition codes are enabled for a part, condition codes must be used at all sites.

Entering Estimated Cost per Condition Code

Purpose: The purpose of this exercise is to demonstrate how to enter estimated cost per condition code.

Windows:
Inventory Part
Part/General

Steps: To enter estimated cost for a specific condition code create an inventory purchase part with serial tracking and condition code functionality enabled, complete the following steps:

  1. In the Inventory Part window, create a new record.
  2. In the Inventory Part field, enter XX SerialCC, replacing XX with your initials.
  3. In the Part Description field, enter XX Serial, Condition Code.
  4. Use the List of Values to select your site.
  5. Verify that the part type is Purchased.
  6. Use the List of Values to enter a planner, or enter *.
  7. In the U/M (unit of measure) field, enter PCS.
  8. Save the record.
  9. Right-click, then click Part Catalog to open the associated part catalog record.
  10. In the Part/General tab, select the Inventory Serial Tracking and After Delivery Serial Tracking check boxes, and set the Serial Rule value to Manual.
  11. Select the Allow Condition Code check box.
  12. Save the part catalog record. A message will be displayed, indicating that you cannot disable condition code functionality once it has been enabled for an inventory part record. Click Yes.
  13. In the Inventory Part/Costs/Estimated Cost per Condition tab window, create a new record for your part XX SerialCC.
  14. Use the List of Values to select the condition code NEW in the Condition Code field .
  15. Enter a the price 100 in the Estimated Cost field.
  16. Save the record.

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