0071 Parts calculation

The part type indicates the type of part:

The Revision number field shows the revision of the part specified on the selected line. If revisions are not used in your company, this field is always set to revision number '000'. Initially, this field contains the revision that is valid on the date the line was added.

If your company uses revisions by revision number (see the Basic data form, Revision management tab), you can select a different revision in the Revision number field. If you manually change the Part revision field, the Reference date field will be filled with the date on which the selected part revision becomes valid.
If your company uses revisions by reference date (see the Basic data form, Revision management tab), you can enter another date in the Reference date field. The Reference date field is initially filled with the current date. If you enter a different date in this field, the part revisions will be checked to see which revision is valid on the reference date entered. This revision will then be filled in automatically in the Revision number field.

This field is only relevant if the order code of the line is 'Purchase to custom order' or 'Purchase to order, commercial quantity'. The supplier in this field is copied to the purchase requirement in the Purchase module. The field value can still be modified here.

Specify how you will obtain the part. You can choose from the following options:

Purchase to custom order:	This order code indicates that the part will not be ordered until it is required for an order, at which time it will be ordered in accordance with the exact specifications (quantity, length, etcetera) listed in the order calculation. The most basic unit (the stock unit) will be used for the calculation; other settings have no impact on this. When you copy a part with this order code to a sales line, the origin is automatically set to 'Purchase', and the order code is set to 'Purchase to order, custom'. When you copy a part with this order code to a production calculation, the origin type is automatically set to 'Distribution over origins', Distribution over origins is set to 'Purchase', and the order code is set to 'Purchase to order, custom'.
Purchase to order, commercial quantity:	This setting indicates that the part will not be ordered until it is required for an order. The part will be ordered in the purchase unit set for this part on the Purchasing tab of the Parts form in the Parts module. The number of purchase units required to meet the requirements will be ordered. When you copy a part with this order code to a sales line, the origin is automatically set to 'Purchase', and the order code is set to 'Purchase to order, commercial quantity'. When you copy a part with this order code to a production calculation, the origin type is automatically set to 'Distribution over origins', the Distribution over origins is set to 'Purchase', and the order code is set to 'Purchase to order, commercial quantity'.
In stock:	Use this order code to indicate that the part is in stock, and that you will take it out of stock if you need it. If the stock level of the part falls below the minimum, the part will automatically appear on the purchase requirement, and it can be ordered to replenish the stock. If the part is a purchase part, it is ordered in the order quantity set on the Purchasing tab in the Parts module. This tab also shows the minimum stock and the current stock. The unit used for purchase parts is the purchase unit. The requirement is converted into the order quantity as a minimum, and if required, the order quantity is increased by the quantity set in the Increase by field on the Purchase tab. If the part is a production part, the quantity specified in the Batch size field on the Calculation/production tab in the Parts module will be ordered. The unit used for production parts is the stock unit. The requirement is converted into the batch size as a minimum, and if required, the batch size is increased by the quantity set in the Increase by field on the Calculation/production tab. When you copy a part with this order code to a sales line, the origin is automatically set to 'Stock' and the order code is set to 'Not applicable'. When you copy a part with this order code to a production calculation, the origin type is automatically set to 'Distribution over origins', Distribution over origins is set to 'Stock', and the order code is set to 'Not applicable'.
Delivery by customer:	Use this setting to indicate that the part is supplied by the customer (who has ordered the finished product in which it will be included). No purchase requirements are created for parts with this order code. When you copy a part with this order code to a sales line, the origin is automatically set to 'Production' and the order code is set to 'Not applicable'. When you copy a part with this order code to a production calculation, the origin type is automatically set to 'From customer', the Distribution over origins field is empty, and the order code is 'Not applicable'.
Copy calculation; delete part:	Use this order code for semi-finished products that will not be assembled until you need them. These parts are parts of the 'Production part' type. To include the production order of the semi-finished product in the production order of the production part for which it is required, choose 'Copy calculation and delete part'. The calculations relating to the production part and the semi-finished product will then be reduced to one level and therefore to one production order. Also the reference to the semi-finished product is removed from this calculation, as the part number of the semi-finished product is replaced by all elements of which the semi-finished product is composed. No purchase requirements are created for parts with this order code When you copy a part with this order code to a sales line, the origin is automatically set to 'Production' and the order code is set to 'Not applicable'. When you copy a part with this order code to a production calculation, the origin type is automatically set to 'Copy', the Distribution over origins field is empty, and the order code is 'Not applicable'.
Produce in new production file:	Use this order code for semi-finished products that will not be assembled until you need them. These parts are parts of the 'Production part' type. To create a separate production order for the semi-finished product, choose order code 'Produce in new production file'. This will create a link between the two production orders, allowing you to see for which production order the semi-finished product is to be produced. No purchase requirements are created for parts with this order code A production file is created to meet the requirement. This can be done when the sales order line is saved or when a calculation is copied. Use the Auto-create production file for sales offer/order? field on the Calculation/production tab of the Parts form to configure the software to automatically create the production file when a requirement arises. When you copy a part with this order code to a sales line, the origin is automatically set to 'Production' and the order code is set to 'Not applicable'. When you copy a part with this order code to a production calculation, the origin type is set to 'Distribute', Distribution over origins is set to 'Production', and the order code is set to 'Not applicable'.
Copy calculation; do not delete part (phantom):	Use this order code for semi-finished products that will not be assembled until you need them. These parts are parts of the 'Production part' type. This setting has virtually the same effect as the 'Copy calculation and delete part' setting, where the calculations for the semi-finished product and the finished product of which it is a component are reduced to one level. However, this 'total calculation' no longer allows you to see which parts, operations, etcetera belong to the semi-finished product, and which belong to the finished product. To merge the underlying calculations into one calculation, while still being able to see the product the parts, operations, equipment and external operations belong to, choose 'Copy calculation and do not delete part (phantom)'. The calculation will then include a phantom line which shows the semi-finished product the underlying calculation components are intended for. All part lines, operation lines, equipment lines, and external operation lines referring to the semi-finished product will contain a reference to the phantom line. No purchase requirements are created for parts with this order code When you copy a part with this order code to a sales line, the origin is automatically set to 'Production' and the order code is set to 'Not applicable'. When you copy a part with this order code to a production calculation, the origin type is set to 'Phantom', the Distribution over origins field is empty, and the order code is 'Not applicable'.

If the part line contains a semi-finished product, you can copy the calculation of the semi-finished product to the line (phantom). Once you have done so, the Copied check box will be selected. If you cancel the calculation lines, this check box will be deselected.

The field can also be changed manually, but only if the order code is 'Copy calculation and do not delete part (phantom)'.

This field contains the first operation for which the part is required. It is important to fill in this field, as the part will then be included in the planning. If the finished product containing the part calculation line is added to a production file, the part from the calculation line will be scheduled (during the planning calculation) with the operation for which it is required. This allows you to specify the correct planning dates (date required, shipping date) on the part calculation lines for purchasing purposes.

This is the number of pieces of the part you need in order to make the finished product.

Note: When building the calculation, you should take into account the calculation quantity, i.e. the number of parts to be produced to which the calculation applies. You can find the calculation quantity in the part data on the Calculation/production tab. For example, if the calculation quantity is '10 pieces', fill in the quantity required in order to produce 10 parts.

Specify the length, width, and/or height per piece. Whether or not you can fill in one or more of these fields depends on the setting of the Unit code field on the General tab of the Parts form:

Unit code	Can a length be filled in?	Can a width be filled in?	Can a height be filled in?
Quantity	No	No	No
Quantity * Length	Yes	No	No
Quantity * Length * Width	Yes	Yes	No
Quantity * Length * Width * Height	Yes	Yes	Yes

The number in this field is calculated automatically by multiplying the quantity, the length, the width, and the height. The value of this informational field cannot be modified directly.

If the Show costs including waste is selected, the Quantity field will include the waste percentage (available on the Calculation/production tab of the Parts form).

Example

Waste percentage:	10%
Show costs including waste:
Quantity:	5
Length:	10
Width:	10
Height:	10
Quantity:	5,500.00 m³

This field can be changed only if the Use calculation price check box is not selected.

If the Use calculation price check box is selected, this field contains the default calculation price of the part. This price is shown in the part settings (Parts module, Calculation/production tab, Net calculation price field).

If the Use calculation price check box is not selected, you can manually enter the price to be used.

Note: The quantity entered next to 'per' is the calculation quantity to which the calculation price of this part applies. You will find this quantity in the Parts module on the Calculation/production tab for the part that has been specified on this part line. This is the only location in Isah where you can change the calculation quantity; the part line in the calculation always shows the default value.

Use this field to add a fixed costs sum (such as 'Warehouse costs' or 'Administrative charges') to the total of the variable part costs (Quantity * Price/piece). The fixed costs sum will be added to the total variable part costs just once.

Use this field to specify how the supplier is to supply the part to you, for example 'Painted' or 'Blasted'. The rate you have specified for the conservation is included in the cost price of the production part.

If this check box is selected, the following happens:

The Price and Price per fields will be filled with the net calculation price specified for this part (Parts module, Calculation/production tab).
The Price and Price per fields will be locked. They cannot be changed as long as the Use calculation price check box is selected.

If this check box is not selected, you can manually enter a price.

Note: The Use calculation price field is selected and cannot be modified if the part on the calculation line has an order code of 'Produce in new production file', 'Copy calculation and delete part', or 'Copy calculation and do not delete part'. In those cases, the calculation price will always be used.

If the Show costs including waste check box (part calculation, General tab) is selected, the waste percentage is included in the calculation of the Quantity, Weight, Surface, Variable costs and Total costs fields (see the info bar at the bottom of the screen). If the check box is not selected, the fields will be filled with a value excluding waste.