Enter Coverage Restrictions

Explanation

This activity is to create, modify and view the parts and/or export control codes this license covers.

Prerequisites

The required information in the Part window and/or the export control code must have been entered and saved.

System Effects

As a result of this activity:

• An order that has a part number, or its export control code, as specified in the tab would be allowed to use this export license (if all the other restrictions are met).

Window

Export License

Related Window Descriptions

Export License
Export License/Coverage

Procedure

1. Open the Export License window.
2. Click the Coverage tab.
3. Select New (F5).
4. Enter or select a part number that will match the part on the order, or enter a % sign to indicate that all parts are allowed to use this license.
5. Enter or select a primary classification that will match the part classification, or enter a % sign to indicate that all parts with the identified part number are allowed for this coverage row
6. Enter or select a classification scheme that will match the part classification, or enter a % sign to indicate that all parts with the identified part number and primary classification are allowed for this coverage row.
7. Enter or select an export control code that will match the part classification, or enter a % sign to indicate that all parts with the identified part number, primary classification and classification scheme are allowed for this coverage row.
8. Optionally, select the Exclude check box to indicate that the identified part should be excluded from being allowed for this license.
9. Select a flow type to identify the order process that this coverage row should be allowed:
       a. All: Allowed for all order process. If used then no other flow type is allowed for this export license.
       b. Manual: Allowed for a manual find and connect.
       c. Purchase: Allowed for purchasing flows.
       d. Manufacturing: Allowed for manufacturing flows, e.g. shop order
       e. Sales: Allowed for the sales flow, e.g. customer order.
   If there exists a purchase row with the same part classification, then the system will validate that there is enough quantity received to allow the sales process to use this coverage.
10. Optionally, enter a position to identify this coverage row, for instance, when wanting to print what export license has been used with which coverage row.
11. Enter or select a unit of measure, where a % sign indicates any UoM.
    If a % sign is used, then all quantity values will be set to zero as the UoM is unknown.
12. Optionally, enter a quantity licensed to indicate that this license is restricted to this quantity consumption.
13. Enter or select a currency.
14. Optionally, enter a quantity licensed to indicate that this license is restricted to this quantity consumption.

Note: If the amount licensed in the coverage is greater than zero, then a monetary value is needed and will be taken from:

• The monetary value as identified on the part catalog record.
• When not identified on the part catalog record, then for the top part from the Price/Base field as identified on the order line.
• Or, for a component when the part source is Supplier for Purchase Part, from the Price/Curr field as identified on the selected supplier for purchase part.
• Or, for a component when the part source is Part Catalog, from the unit cost as identified in the inventory part.

15. Optionally, enter a note, by double-clicking the Note field which will open a text phrase editor that enables the user to view the entire text and, to select predefined phrases as entered in the Document Text Administration/Phrases tab.
16. Save the changes.