This report setup window provides you with the ability to choose a range of selections, sort order and report types.

You can drag and drop onto the window from the parts or supplier scratchpads to obtain a report of selected parts or suppliers only.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

File Path

Masters > Purchase Parts > Print Reports…

This file path takes you to the Purchase Parts Reports window.

Part Number

Enter part number data that restricts the records selected. If left blank, data will be extracted from the minimum and maximum extremes in the file. All selection criteria you enter will have to be met by each record processed.

Supplier Code

Enter supplier code data that restricts the records selected. If left blank, data will be extracted from the minimum and maximum extremes in the file. All selection criteria you enter will have to be met by each record processed.

Supplier part number

Enter supplier part number data that restricts the records selected. If left blank, data will be extracted from the minimum and maximum extremes in the file. All selection criteria you enter will have to be met by each record processed.

Adhoc extra where

You can enter an extra WHERE clause and entry, for example, in reports that data includes addresses, ADRCONC NOT IN (‘GB’, ‘FR’, ‘IE’) would exclude addresses from countries GB, FR and IE. Right click to view from available columns and insert from list.

Custom Search button

Click to design your own special custom search.

Use custom tick box

To turn on and off the use of the custom search design.

Sort by

Select to choose a primary sort order for the report.

Report Type

Select a report type. Any custom reports entered in the settings will appear at the bottom of the list.

Adhoc pre-sort

You can enter one or more additional sort columns that will be appended as the first sort before the main sort chosen above.

WARNING! This can disrupt sub-totalling, if present in the report. Right click to view available columns and insert from the list.

Clear ScratchPad First

Check this option to clear the scratchpad before loading the results from above.

Cancel button

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

Print button

Will cause a report to be printed of the subject matter. Right-click to change the report destination.

Compiled in Program Version 6.00.  Help date last modified on 14 November 2023

Class wpptprint (Purchase Parts Report) last modified 25 May 2022 FP: Masters > Purchase Parts > Print Reports…

The post Purchase Parts: Purchase Parts Reports         appeared first on Caliach.

The Purchase parts facility provides links between Parts and Suppliers (or Vendors). Any number of Part-Supplier relationships can exist. i.e. A part can have any number of supplier’s details listed. However only one supplier can be the primary supplier (see Part Maintenance for more details). In addition, you can have multiple records for a supplier/part combination, but each record should have a different supplier part number.

Data can be entered directly to create a Part-Supplier relationship. However, when a part is received into stock that is subject to a purchase order, the data contained in the order is optionally automatically entered into the Part-Supplier relationship. If one does not exist, a record is created. This process is controlled by a System preferences option and an individual control on each Purchase Order line item.

When a Purchase Order is being created the purchasing details from the Part-Supplier relationships are provided as default information for the order. This can be edited at the time. In this way maintenance of supplier information is conveniently maintained.

Maintenance functions for this window can be found in the Purchase Parts Menu.

NOTE: The listing on the maintenance window has one of two modes. It shows either all suppliers for a particular part or all parts for a supplier. The mode is determined by your action that caused the list data to be collected. If you find, next or previous on part, the list will show suppliers for the located part. If you find, next or previous on supplier code or supplier part number, the list will show parts for the located supplier. If you already have a list, selecting a part/supplier line and then using a supplier/part next or previous button will change the mode of the list. For example, if you had a list up of all suppliers for part 12345, selecting supplier ABC and clicking on the next supplier button (up arrow beside the supplier code field) will create a list of all parts for supplier ABC.

File Path

Masters > Purchase Parts > Find

This file path takes you to the Purchase Parts Maintenance window

List of Records

Lists all purchase part records for the selected supplier or part.

Part Number

Unique part number.

Description

Description of selected part.

Stock UoM

Standard stock Unit of Measure.

Supplier Code

Code for the selected supplier.

Supplier name

Name of supplier.

Show Extra Part Text button

To bring forward the extra purchasing text details for the current part. You will be able to change these texts. It opens the Part Purchase Texts window.

This window has two sub-tabs

Supplier Information Tab

Supplier’s part number

Suppliers part number.

Up and down arrows

Use these arrows to toggle through the suppliers part numbers.

Link icon

Click to view any linked external files. Hold the shift key down and click to create a new file link for the record.

Language Swap icon

This opens the Language Swap Maintenance by Record or File window, as applicable, to translate available text into a swap language.   

Suppliers description

Description of part selected.

Currency

Currency of costs.

The currency of all costs shown (and stored) for the purchase part record. The precise currency symbol must be entered or the local currency will apply.

Internal note

Internal note (not seen by supplier).

This text is shown on pop-up lists by the supplier’s part number field when creating purchase orders.

Internal rank

Ranking order for multiple supplier part numbers (0 selected first).

This can be set to rank multiple purchase part records for a particular supplier/part combination. Cost is the secondary ranking value, so records with the lowest rank and then cost are used first when adding a part to a purchase order.

Buy UoM

Supplier unit of measure.

The Buy UoM is a 6 character unit of measure descriptive field that defaults to the Stock UoM unless otherwise overwritten with an alternative. The supplier may package the part in different quantities than the Stock UoM. This field provides for that eventuality, as well as merely descriptive differences.

Multiplier

Multiplier (Supplier qty * Multi = Stock qty).

A multiplier that when applied to the Buy UoM yields the Stock UoM for the Part. Up to 4 decimal places are provided. For example, if the Stock UoM is “Each” and the Supplier UoM is “Pk 100” then 100.0000 must be entered in the Buy UoM Multiplier. The default is 1.0000 when the UoMs are syntactically identical. Unless the UoMs are different, you prevented from entering data in the field.

Last Cost

Latest cost in currency per Stock UoM. – Displayed on this window in cost per Buy UoM.

This is the cost last paid for the component from this supplier in buy units of measure (when stored in the data it converted to cost per stock units of measure). This value is automatically updated when the part is received into stock from a Purchase Order. It is again updated when the purchase prices are confirmed, or the suppliers invoice verified.

Last update

Date of latest update or use of record on PO.

Date of creation

Date of creation of the Part/Supplier record.

Creation method

Record creation (0=direct,1=PO).

Costs and Performance tab

Price from Zero

Cost in currency for 1st Quantity per Stock UoM.

These quantity costs for the part from this supplier will be applied, by default to a purchase order line item. All costs are for stock units of measure. The first cost applies to ordered items where the quantity is less than the first cost quantity. The second cost applies to quantities of less than the second quantity and equal to or greater than the first quantity, etc..

 NOTE: The first quantity is always system set at zero. You can leave the first cost at zero. When you do this, you cannot order a quantity from the supplier of less than the second quantity entered. This technique, in effect, enforces a minimum order quantity for this part from this supplier, as opposed to any other supplier or the part’s minimum order quantity set in part maintenance.

2^nd Quantity

2nd price start Quantity in Stock UoM.  Displayed on this window in Buy UoM.

These fields enable you to set up for quantity costs for the part from this supplier. Three quantities can be entered in buy units of measure (stored in stock UoM) that are the starting quantities for the respective costs

2^nd Price

Cost in currency for 2nd Quantity per Stock UoM. {PPTFILE.PPTPR02 number 4dp} – Displayed on this window in cost per Buy UoM.

3^rd Quantity

3rd price start Quantity in Stock UoM.  Displayed on this window in Buy UoM.

3^rd Price

Cost in currency for 3rd Quantity per Stock UoM.  Displayed on this window in cost per Buy UoM.

4^th Quantity

4th price start Quantity in Stock UoM.  Displayed on this window in Buy UoM.

4^th Price

Cost in currency for 4th Quantity per Stock UoM. Displayed on this window in cost per Buy UoM.

Performance Indicators

The program can maintain a comparative analysis of the relative performances of different suppliers of the same part. For a full explanation of this, see the Purchase Parts sub-section, Global Changes – Purchase Parts performance update. Indicators can be either manually set or automatically calculated from purchase history data using the “Update Performance Indicators” menu command, or within Global Changes. The part Primary Supplier is normally set to the supplier with the highest overall performance.

Delivery Speed Rating

Delivery speed performance rating.

Delivery Speed Factor

Delivery speed performance factor (0-100).

Delivery Reliability Rating

Delivery reliability performance rating.

Delivery Reliability Factor

Delivery reliability performance factor (0-100).

Price Rating

Price performance rating

Price Factor

Price performance factor (0-100).

Quality Rating

Quality performance rating.

Quality Factor

Quality performance factor (1-100).

Overall Performance

The overall % performance as calculated factoring the various performance ratings according to the parameters set up in the System Preferences.

Revert button

Re-reads the record from file and reverts to the last saved version.

Save Change button

Saves all component changes and additions to file. Consequential adjustments will also be made.

Cancel button

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

OK button

The OK button updates the data you have entered or confirms the selection and/or processes the function you have called.

Compiled in Program Version 6.00.  Help date last modified on 13 November 223

Class wPptEdit (Purchase Parts Maintenance) last modified 25 May 2022 FP: Masters > Purchase Parts > Find

The post Purchase Parts: Purchase Parts Maintenance   appeared first on Caliach.

This sub window is used to define the range criteria for a selection of purchase parts. It is displayed on windows requiring their selection.

Parent Windows

Purchase Parts Reports

Link System Maintenance

Graphical Analysis Maintenance – Graphs Tab

Operation

Enter data in the data entry boxes to restrict the range of parts. Parts must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, parts will be selected between the first and/or last otherwise qualifying part record. Data entry boxes can be populated by finding a single item using Keyword Search, drag and drop from the Parts ScratchPad or the Suppliers ScratchPad, or by double-clicking a list item from the Keyword Result window.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.

Define or use a Custom Search.

Create an Ad Hoc Search Calculation using the context menu function.

Drag-and-drop one or more lines from a ScratchPad (or BoM and Where-Used Listing) onto the general window area.

Use the ScratchPad Transfer Selected function

Use the KeyWord Search Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

Note NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

From and To

Enter data that restricts the records selected. If left blank, data will be selected from the maximum and minimum extremes in the file. All selections criteria you enter will have to be met by each record processed.

Custom Search Button

Opens the Custom Search Selection window and checks the Use custom checkbox.

Use Custom 

To turn on and off the use of the custom search design. A custom search will override the standard search.

Custom Search Name

The name of the currently selected custom search. To use it click on the checkbox. To change it click on the Custom Search button.

Compiled in Program Version 6.00.  Help date last modified on 7 November 2023

Class wPptSelect (Purchase Parts Selection) last modified 25 May 2022 FP: Masters > Purchase Parts > Print Report

The post Purchase Parts: Purchase Part Selection    appeared first on Caliach.

The Purchase Parts facility provides links between Parts and Suppliers (or Vendors). Any number of unique Part-Supplier relationships can exist. i.e. A part can have any number of supplier’s details listed. However only one supplier can be the primary supplier (see Parts topic for more details).

Data can be entered directly to create a Part-Supplier relationship. However, when a part is received into stock that is subject to a purchase order, the data contained in the order is optionally automatically entered into the Part-Supplier relationship. If one does not exist, a record is created. This process is controlled by a System Preferences option and an individual control on each Purchase Order line item.

When a Purchase Order is being created the purchasing details from the Part-Supplier relationship are provided as default information for the order. This can be edited at the time. In this way maintenance of supplier information is conveniently maintained.

File Path

Masters > Purchase Parts

This file path takes you to the Parts Menu

Provides commands for maintenance of purchase part records. These records provide information about parts that are purchased from specific suppliers and always relate to a specific part and specific supplier.

Find

To list a group of records associated with a part or supplier by entering data into any one of the indexed fields. Having entered data, confirm with an OK. This function operates with the Purchase Parts Maintenance window.

 TIP: Normally, when performing a Find operation, the window is cleared of data. Some uses may prefer to change existing window data when doing a Find. This is achieved by checking the Do not Clear Window when Performing a Find default setting in the Settings Maintenance Subwindow window found in File — Preferences — User Settings.

 Next

To find the next record to that currently selected, building a list of all records so found based on the index of the previous Find command carried out. This function operates with the Purchase Parts Maintenance window.

 Previous

To find the previous record to that currently selected, building a list of all records so found based on the index of the previous Find command carried out. This function operates with the Purchase Parts Maintenance window.

 Update

To save changes made to the listed customer part records. This function operates with the Purchase Parts Maintenance window.

 Add a Supplier or Part

To add an additional record for a part from an alternative part or supplier to those currently listed. This function operates with the Purchase Parts Maintenance window.

 Delete

To delete a part-supplier record. Select the record you wish to delete from the list before operating this command. This function operates with the Purchase Parts Maintenance window.

List Purchase History

To produce a list of the purchase history for the currently selected part. This function operates on the Purchase Parts Maintenance window and opens the Purchase History List window and builds a list of all purchases of the selected part or from the selected supplier depending on the context of the list on the maintenance window.

 Set to Part Primary Supplier

To designate the currently selected supplier as the primary supplier for this part. The primary supplier is used by MRP to suggest purchasing. This function operates with the Purchase Parts Maintenance window.

 Re-calculate Performance Indicators

To automatically calculate the performance indicators based on the history of purchasing the currently selected part. This function operates with the Purchase Parts Maintenance window.

 Print List

To produce a report for the current list of parts-supplier records. This function operates with the Purchase Parts Maintenance window and opens the Report Selection window.

 Print Reports

Provides reports based on Purchase-Parts information. This function operates with the Purchase Parts Reports window with Purchase Part Selection subwindow.

Compiled in Program Version 6.00.  Help date last modified on 7 November 2023.

Class mPptMaint (Purchase Part Menu) last modified 25 May 2022 FP: Masters > Purchase Parts

The post Purchase Parts: Purchase Parts Menu appeared first on Caliach.

Purchase Parts Topic Contents

Reference Contents

Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.

• – Purchase Parts Menu
• Purchase Part Selection
• Purchase Parts Maintenance
• Purchase Parts Reports

Reference Contents

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