Create Product Item

Explanation

Use this activity to create and add a product item to the tree structure of an estimate.

Prerequisites

 This activity requires that;

• An item type exists which is connected to the reference item type Product.
• An estimate must exists which isn’t Closed, Cancelled or Completed.

System Effects

A product item is added to the tree structure of an estimate.

Window

Estimate

Related Window Descriptions

Estimate/Items/Generic

Procedure

1. Open the Estimate window.
2. Search for the Estimate ID which the product item shall be added to.
3. Click the Item tab.
4. In the tree structure select the item which shall include the new product item to add. Put the cursor in the item header and press the New button, select an item type connected to the reference item type product. If it is a new top item that is requested then select the tree structure top object and create a new record.
   Note: Adding an item record can be execute by right clicking the item record and selecting the option Add Item.

5. Once the item type is connected to the reference item type Product it is selected and the Product tab is enabled and open.
6. Enter or select a part number, the component type set for the product record depends on if it is a new part or an existing.
7. If the component type is New then proceed from step 8. If it is Existing jump to 10.
8. Define site and select part type.
   Note: If part type Purchased is selected and the record is created via the product header, then the Estimate Structure setting automatically set to Enabled. This means that a purchase can be established by adding parts either by creating new item header or by adding records in the Components tab. It is optional to save the record with a supplier. If it is saved with a supplier, it is expected that a supplier price should be defined. If not, a direct material cost/unit should be entered.

9. In the Details tab define a quantity per assembly and unit of measure.
   Note: The quantity for top items are version specific. This gives the option to handle quantity breaks by creating different versions with different quantities for the same top item. It is hence not a quantity per assembly that is defined. It is a Version Qty.

10. Optional is to define and/or update the following;

• Scrap Factor
• Component Scrap
• Structure Revision/Alternate - Only possible to define for product items with part type Manufactured or Purchased and with component type Existing
• Routing Revision/Alternate  - Only possible to define for items with part type Manufactured and component type Existing

Note: If a buildable structure- and/or routing revision (just for manufactured parts) exist at the defined required date then the default revision/alternate combination is automatically suggested.

For a manufactured part it is possible to define a manufacturing lead time. If a manufacturing lead time is defined for the selected part number then it is not considered when proposing a possible default structure- and routing rev/alt. This means that if there is a lead time defined then it is not subtracted from the required date. You can updated the defaulted revision/alternate if required.

• Contingency
• Overheads
• Serial Tracking - Only possible to define for items with component type New
• Lot Batch/Tracking  - Only possible to define for items with component type New
• Misc Part Settings  - Only possible to define for items with component type New

11. Save.
    Note: When several components can be added on items, the suggestion is to do the build-up in the Component tab.