Create part

To synchronize the data in a CAD/PDM application with Isah, all engineers usually have to do is create a link between a CAD/PDM document and a part or an engineering item. Most of the time, engineers only have to create a new part or engineering item. They are not intended for the entry of logistic data. The Create part process makes it easier for engineers to enter parts with only the data that are relevant to engineering. Isah users responsible for logistics can enter more part data in Isah later.

If you often enter the same details when you create a part or engineering item, you can save time by selecting 'Save data for new entry' in the Settings menu. The next time you open the form, the data entered last time will already be filled in.

Note: This form is not visible in Isah. You can open it only by using the Isah Integration Server.

Use a template part as the basis for new parts when you use the Create part process (which you can open only from the Isah Integration Server). When the new part is created, many of the data are copied from the template part. These data include all calculations, texts, documents, customer data, and supplier data.

You can use this informational field to enter additional information. The remark is an internal field and will not appear on documents.

The unit in this field is the unit in which the stock is maintained. When filling in this field, you can select a value from the list box, or you can enter a unit that is not present in the list box.

Note: For purchase and sales, you can specify units that are different from the stock unit. For example, you could maintain the stock of a particular pipe in pieces, sell them in a set of six, and buy them in kilograms. The purchase and sales units are entered on their corresponding tabs.

Note:

This field can only be changed if the current stock is zero.

Make sure that the unit and the unit code are a logical combination. For example, if you set the stock unit to 'Length', make sure to set the unit code to 'Quantity * Length'. Similarly, if you set the stock unit to 'Pieces', set the unit code to 'Quantity'. The unit and the unit code must match during stock registration, otherwise the stock will not be maintained correctly.

The unit code in this field is used:

When registering stock
When you include the part in a calculation
In purchase requirements
On sales order lines
On purchase lines

The unit code determines the data you will have to specify during the stock registration and calculation processes. If, for example, the unit code is 'Quantity * Length', a quantity and length will have to be specified during stock registration, and no width or height can be entered.

Note:

This field can only be changed if the current stock is zero.

Unit codes and dimensions

You can use various unit codes for parts, for example 'Quantity' for piece parts, or 'Quantity * Length' for parts for which you always want to register their length. The unit code of a part determines which dimension fields (Length, Width, or Height) are mandatory when a part is used, for example in a part calculation or on a purchase order. For a part with the 'Quantity * Length * Width' unit code, for example, you are required to specify the length and width when you add the part to a calculation, a purchase order, etcetera.

When registering the part itself in the Parts module, you can use the General tab to specify the length, width and height, even if the unit code does not require this information. For a part with the 'Quantity' unit code, for example, you can specify the length and width. In general, you will specify these dimensions only for piece parts, and then only if the part has fixed dimensions. Examples include rods that are often used in commercial six-meter lengths. As in this case the length is merely informational, you need to set the dimension length and the unit code length to 'Pieces'.

Unit codes may vary by functional area. For example, you may register a particular part in the stock records as a piece part, but purchase it in lengths, and register its price in kilos. To ensure that you can change the unit at any time without any problems, you need to enter conversion information. Enter this conversion information on the different tabs of the Parts form.

Note: If both the stock unit and the purchase unit are set to 'Quantity * Length', and you make purchase the part to order, you need to specify the length of the part, because otherwise the purchase unit cannot be converted to stock units. The Length field is not obligatory, however, when making the purchase. If you do not enter the length, a purchase requirement will be created without quantities and dimensions.

Example

Stock unit:	m
Unit code:	'Quantity * Length'
Purchase unit:	pieces
Unit code:	'Quantity'
Conversion:	1 purchase unit = 6 stock units
Calculation unit (price per):	Weight
Price:	10 euro per kg

In the example above, the purchasing method (in stock units or purchase units) determines which settings apply.

You can use this field to enter additional information about the part. The contents of this informational field are displayed on various Isah forms, including offers and orders. The size in this field is not used in calculations.

You can use this field to enter additional information about the part. The contents of this informational field are displayed on various Isah forms, including offers and orders.

The part type indicates the type of part:

Use the order code to set the default value for the origin of the part. The order code of a part is copied if you click the Parts button to include the part in the part calculation. When a part is used on a sales line or on the Parts production calculation form, the order code determines the origin of the line.

In all of these cases, you can change the default order code by entering another order code, for example because it is cheaper to purchase a part than to produce it yourself, or because you have a production part still in stock. You therefore use this field to enter the order code that is used most frequently for the part.

Note: Order codes are not just relevant for purchase parts. Order codes are also used for production parts. For a production part, for instance, you could specify the order code 'Produce in new production file' to indicate that you want to produce the part yourself when it is required.

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'.
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 (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. Use the order code 'Copy calculation (phantom)' to merge any underlying calculations into one calculation. The calculation will then include a phantom line that shows the semi-finished product for which the underlying calculation components are intended. 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. Use the Show phantom option to specify whether the phantom line should be displayed on the form. 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'.