PDF - Trilogy Design
Personal Parts List Manager
and Vendor Database
User Manual
SE (Special Edition)
EX (Extended Edition)
ECO (Engineering Change Order)
Version 6.0
2454P62 Rev A 8/05
Copyright and Trademark information
All information presented in this manual is copyrighted
©2005 by Trilogy Design™, Grass Valley, California,
U.S.A.
All rights are reserved; no pages or information may be
copied or reproduced by any means without written
permission from Trilogy Design. All information is
proprietary and is subject to change and should not be
construed as a commitment by Trilogy Design.
Parts&Vendors is a trademark of Trilogy Design. All
other products or name brands mentioned are the
property of their respective holders.
This software is furnished under license and may only be
used in accordance with the terms of that license.
Printed in the U.S.A.
Table Of Contents
Introduction ..........................................................................................9
Software Editions.........................................................................................11
Multiple Users and Networks ....................................................................12
Where To Go For Information .................................................................13
Installation .......................................................................................... 14
Software Setup..............................................................................................14
Settings..................................................................................................15
Multi-User Issues .........................................................................................22
Sharing a Data File..............................................................................22
Limitations ...........................................................................................22
Refreshing Data...................................................................................23
Global and Local Settings for Multiple Users ................................24
File Paths ..............................................................................................24
Multi-User Disclaimer ........................................................................25
QuickStart ........................................................................................... 27
Essential Concepts.......................................................................................27
Sequence of Activities .................................................................................28
Main Window ...................................................................................... 30
Getting Started .............................................................................................30
Control Pane .................................................................................................31
Saving Changes....................................................................................31
Popup Menu ........................................................................................31
Enhanced dropdown lists ..................................................................32
List Pane ........................................................................................................33
Records .................................................................................................33
Viewing Information ..........................................................................33
Adjusting Column Width and Position ...........................................35
Columns in Reports............................................................................35
Choosing Columns to show ..............................................................35
Tree View .............................................................................................36
Grid .......................................................................................................39
Entering and Editing Information ............................................................40
Control Pane vs. List Pane: Setting Control Direction ..........................41
Show a listed item’s specification .....................................................41
Show a listed item’s List.....................................................................42
Tool Bar.........................................................................................................42
Refresh Button ....................................................................................42
View History ........................................................................................43
•iii
Saved Views .........................................................................................43
Filter ......................................................................................................44
Status Bar.......................................................................................................44
Shortcut Keys ...............................................................................................45
Activities.............................................................................................. 46
Managing Items and P/N’s ........................................................................46
Part Numbering...................................................................................46
Creating and Viewing Item Records ................................................50
Copy Item.............................................................................................67
Copy Sources when Copying an Item..............................................68
Changing a Part Number
(on the Item Master page)..................................................................68
Deleting Item Records .......................................................................68
Linking Files to Items.........................................................................69
Making Parts Lists........................................................................................70
Creating A New Parts List.................................................................70
Adding Items to Parts Lists ...............................................................70
Renumbering Items ............................................................................71
Renumber Assy Order........................................................................72
Parts List Quantities ...........................................................................72
Reference Field....................................................................................73
Parts List Options ...............................................................................75
Comparing Parts Lists .................................................................................76
Managing Parts Lists on the Tree View....................................................77
Specifying Sources for Items......................................................................78
Definitions of Vendor and Manufacturer .......................................78
Creating Vendor Records ..................................................................78
Creating Manufacturer Records........................................................79
Creating Sources..................................................................................79
Linking Vendors to Items..................................................................80
Linking Items to Vendors..................................................................82
Manufacturer Part Number ...............................................................84
Listing All Items with All Sources.............................................................84
RoHS features...............................................................................................84
Setting Costs for Parts.................................................................................86
Creating RFQ’s....................................................................................86
Setting RFQ Options..........................................................................88
Entering Costs .....................................................................................90
Calculating the Cost of Your Product ......................................................92
Cost Summary Tree ............................................................................92
•iv
Generating An Extended BOM (Purchase List) .....................................95
For the Entire Product.......................................................................95
For an Assembly..................................................................................95
Purchase List Generation...................................................................96
Cost Options........................................................................................98
Quantity Options ..............................................................................101
Other Purchase List Options ..........................................................102
Status Panel .................................................................................................104
Ordering and Receiving ............................................................................106
Description Field Data .....................................................................109
Ordering Random Items--Order This Item feature ....................112
Converting an RFQ to a PO ...........................................................112
Viewing Purchase Orders ................................................................113
Updating Item Costs On a Purchase Order Only .......................113
Setting the word ‘ADVISE’ instead of a cost entry on a PO.....114
Entering Quantities for Received Items........................................115
Setting RFQ and PO Options.........................................................117
Winfax Support for RFQs and POs........................................................118
Building Product ........................................................................................119
Creating the Kit List .........................................................................119
Over-Kitting Options.......................................................................120
Adjusting Inventory ..........................................................................121
Inventory Valuation...................................................................................123
Inventory Valuation Summary Report...........................................123
Inventory Grid - Sum of Column...................................................124
Client and Job Databases.................................................................. 129
Client Page ..................................................................................................129
Job Page.......................................................................................................131
Hide certain Job line items from reports.......................................133
Scanning and Printing Barcodes ...................................................... 134
Barcode Device Setup ...............................................................................134
Using Barcode Input..................................................................................135
Adjust Stock for scanned items ......................................................135
Receive Item on a PO ......................................................................135
Find an item in the database............................................................136
Printing Bar Codes.....................................................................................136
Tools Applying to Lists..................................................................... 138
Show All ......................................................................................................138
Popup Menu ...............................................................................................138
Adding Items to a List...............................................................................139
•v
Fast Find.............................................................................................140
Add Item Quantity............................................................................141
Adding Items to the List Tree.........................................................141
Special tools to Search or Filter the Add Item list .......................141
Removing Items From Lists.....................................................................142
Renumber Items.........................................................................................143
Suggest Next Number ...............................................................................143
Replace.........................................................................................................144
Used On ......................................................................................................145
Filtering........................................................................................................145
Searching .....................................................................................................147
View History ...............................................................................................148
Notes............................................................................................................149
Sum of Columns.........................................................................................149
Currencies ......................................................................................... 150
Definitions:.........................................................................................150
Enter additional currencies:......................................................................151
Set a vendor's currency:....................................................................151
When viewing the Items-Supplied grid for a vendor that has a
foreign currency,................................................................................152
When viewing RFQs or Purchase Orders for a vendor with a
foreign currency,................................................................................152
Printing and Faxing .......................................................................... 154
Reports.........................................................................................................154
Printing Multiple Parts Lists.....................................................................155
PDF Files.....................................................................................................156
Faxing RFQs and POs ..............................................................................157
Printing Labels............................................................................................158
Label styles: sheet..............................................................................159
Label styles: singles ...........................................................................159
Add New Label Definitions .....................................................................160
Customizing Reports and Labels ..................................................... 162
Adding controls to a report ......................................................................165
Changing report captions or text.............................................................165
Removing controls from a report............................................................165
How to add a company logo to a Purchase Order ...............................166
QuickBooks Connection....................................................................171
Setting up the Connection to QuickBooks ............................................172
Send or receive data from the Connection to QuickBooks window. 173
Send from selected rows on certain grids...............................................174
•vi
Send from the PV Control Pane..............................................................175
Data I/O Functions .......................................................................... 177
Importing ....................................................................................................177
Exporting.....................................................................................................177
To a File..............................................................................................177
Via The Clipboard.............................................................................178
Merging........................................................................................................178
Merging the Entire Data File...........................................................179
Merge the Current Listing................................................................179
Data Security ..................................................................................... 180
Using the Permission Setup Utility..........................................................180
Managing Users and Permissions ............................................................180
Adding Users and Changing User Settings ...................................182
Open a secured data file...................................................................183
Open an unsecured data file............................................................183
To see the current user login name ................................................183
Log in as another user ......................................................................183
Edit indicators ...................................................................................183
Editing on a Show All grid ..............................................................183
Revision Control................................................................................ 185
Introduction ................................................................................................185
ECO = Engineering Change Order: One possible implementation
of Revision Control. .........................................................................185
Why Use ECOs? ........................................................................................186
What About ECO Numbers? ..................................................................186
ECO Setup Utility......................................................................................187
Opening a Data File with ECO Features Installed...............................188
ECO Settings ..............................................................................................188
Scope of ECO Control ....................................................................189
Parent Revision..................................................................................190
Revision Archive ...............................................................................190
Archive Report Format ....................................................................191
Set Departments for ECO Signoffs ........................................................191
ECO Sequence ...........................................................................................193
Each ECO Line Item Contains ......................................................195
Step By Step ECO .....................................................................................196
Create an ECO ...........................................................................................196
Revision History.........................................................................................198
How To’s.....................................................................................................199
Create a new ECO. ...........................................................................199
•vii
Add existing items to an ECO........................................................199
Enter Change Instructions for each item ......................................200
Specify the disposition of remaining old-Revision items............201
Create a new P/N by ECO. ............................................................201
Show ECOs needing my signoff ....................................................202
Sign off an ECO for my department. ............................................202
Add a comment to an ECO line item............................................203
Sign off an ECO for another department .....................................203
Edit an item's specification..............................................................203
Edit a parts list...................................................................................204
Edit a MadeFrom list........................................................................205
Determine if item is on an open ECO. .........................................206
Show all ECOs for a P/N ...............................................................206
Show ECO department signoffs ....................................................207
Show all Items on Open ECOs ......................................................207
Data File Maintenance Operations .................................................. 208
Creating a New Data File..........................................................................208
Backing Up Your Data File ......................................................................208
Compact ......................................................................................................209
Compact Reminder....................................................................................209
Eject Other Users from Database ...........................................................210
Maintenance................................................................................................211
Replace Certain Formatted Data .............................................................212
Replace Character in P/N ........................................................................213
Add a Source to a Family of Items..........................................................213
Technical Information ...................................................................... 215
To Uninstall ................................................................................................215
Command Line Parameters ......................................................................215
Viewing Data with Microsoft Access......................................................215
Glossary ............................................................................................. 218
Limited Warranty .............................................................................. 226
License Agreement ........................................................................... 228
Index ................................................................................................. 232
•viii
Introduction
Parts&Vendors™ provides a comprehensive database
for engineering parts information and planning. Like all
databases, Parts&Vendors tracks information and allows
you to look at data in different ways by relating key
elements. You can find parts or assemblies quickly, group
and analyze costs and quantities, get summaries, have
calculations performed automatically, generate Request
For Quotations (RFQs) and Purchase Orders (POs), and
then print your results. You can even print labels for the
items used in desired assemblies so you can track the
physical parts themselves.
Manufacturing software, like MRP (Materials, Resources
and Planning), is a necessary tool for managing the flow of
production in a large company, but falls short as a tool
for engineering groups. P&V fills this gap by allowing
engineers and engineering document control personnel
to manage the information they need for real world
prototyping, kit building and getting products to market
in a cost and time efficient manner. Please note,
however, that P&V does not allocate inventory for future
builds, schedule labor resources, or provide in-depth
inventory control. For those functions you may want to
use conventional MRP software.
Since P&V is a database, albeit a very specialized one, it
shares the usual data organizations that databases have.
Your data file contains tables that contain records that
contain fields which contain the data you enter. In
between these data groupings you can relate key fields
that are shared among one another; for example a part
defined once can be used on many assemblies. Due to its
specialized capabilities, P&V has its own terminology
and simplified way of tracking information; one that
mirrors the way engineering groups work. These terms
are defined as they are introduced throughout this
manual, and you can also check the glossary at the back
Introduction
•9
of the manual for an alphabetized comprehensive listing
of terms.
If you already have data in spreadsheets, you can easily
convert it to P&V format by importing it as comma or
tab delimited text. See Importing later in this manual for
more information.
In engineering, we often relate items by projects,
assemblies and subassemblies, by part descriptions and
the vendors that make those parts. We concern ourselves
with how all these items affect the bottom line since
cost-of-sale and time-to-market are important issues.
P&V allows you to analyze these factors by tracking the
effects of differing parts costs when ordered in various
quantity levels, by tracking lead times and generating
purchase lists that take into account what you have in
stock and how it’s bought. And best of all, P&V delivers
these tools directly to the engineer, which is much more
effective than having to derive such information from
purchasing groups, MRP systems, and a variety of
spreadsheets and custom databases.
•10
Parts&Vendors Simplified Block Diagram
Software
Editions
There are three editions of Parts&Vendors:
ECO Edition—full featured, including file security and
permission groups, plus Revision Control (ECO)
features
EX Edition—full featured, including file security and
permission groups
Introduction
•11
SE Edition—Basic features, no file security or
permission groups, and with the following features
disabled:
Purchase Orders
n Auto-generation of RFQ’s
n Made-from
n Compare Parts Lists
n Minimum Stock Qty/Order to Maintain
Minimum
n Report Layout Editor and printing of
modified reports
n QuickBooks connection
n Client and Job databases.
This manual covers features for all editions of
Parts&Vendors. Features that are disabled in the entrylevel SE Edition are marked in this manual with the
following icon:
n
Features that are only in the ECO Edition are marked in
this manual with this icon:
If you purchased a license for a lower Edition and later
wish to upgrade, you can contact Trilogy Design for
information on how to get the edition you need. Your
original purchase can be credited toward the upgrade
(within a particular major version number).
Multiple
Users and
Networks
•12
Users can work independently with their own
Parts&Vendors data file, or multiple users can access a
shared database file, provided each has a licensed copy of
the P&V software. Refer to the section in this manual
that addresses use and limitations.
Where To
Go For
Information
This manual and the on-line help system should answer
most of your questions and teach you the fundamentals
of operating P&V. If you need further help, there are
other sources of information available. FrequentlyAsked-Questions (FAQ’s) lists are available on the
Trilogy Design website, in addition to other resources
you’ll find there. To look us up, simply point your
browser to www.trilogydesign.com
Online, in the User Area (this address is on the back side
of the gray card in the front of the manual), you’ll find
free program updates, a technical support database, and
a discussion news group.
You can also e-mail questions to Trilogy Design at the
following address:
[email protected]
If you need additional assistance, you can call Trilogy
Design for technical support. Phone: 530-273-1985
Phone support hours are 9am to 5pm, Monday through
Friday, Pacific time. Send faxes to:
Fax: 530-477-9106
To use the on-line help system or take a tour of the
software and see some of its key features, go to the Help
menu and select one of the items.
Help Menu
Introduction
•13
Installation
In order to properly run Parts&Vendors, your system
must meet these basic hardware and software
prerequisites:
Pentium class PC compatible computer
n Windows 98, NT, Me, 2000 or XP
n Minimum of 96 MB RAM recommended
n CD ROM drive
n 1024 x 768 or greater screen resolution
To install the software, follow these steps:
n
1. Insert the Parts&Vendors CD into your CD drive.
2. Closing the CD tray should automatically load and
start the Setup program. If it does, skip to step 3.
3. From the Windows task bar Start button click
Start... and then Run...
4. Type <CD drive letter>:\Pv6setup and Click
OK. For example, if E: is your CD-ROM drive,
type: e:\Pv6setup.
5. You will be prompted for what to do. Enter any
information requested and follow all Setup program instructions.
When you install the program you will be prompted to
enter your license number. If you do not enter a license
the program will start in DEMO mode. To unlock the
full features of the software, simply register the software
from the main menu. To do this, select Help... and then
Register.
Enter your License number as requested to enable full
functionality (SE, EX or ECO Edition, as purchased).
Software
Setup
•14
Once you install Parts&Vendors, you should define as
much information as possible under the Edit...Settings
menu item. Settings related to specific “activities” are
discussed in that corresponding section.
Settings
Press F3 or, from the menu, choose Edit...Settings...
Organization Billing Address settings
This screen supplies the Billing Address for RFQ’s and
Purchase Orders and also shows on the page footer of
Parts List reports.
Preferences
Currency decimal places, as the name implies, refers to
where the decimal point occurs right-to-left in a data
field that shows currency.
Installation
•15
n
n
n
n
•16
Local Area Code refers to the area code where your
computer resides.
Dialing COM Port refers to the port where your
modem is plugged in.
You can specify a Prefix to be dialed before phone
numbers, which is useful for business phone
systems requiring a digit to access an outside line
(often “9”). Including a comma (“,”) adds a 1/2
second delay, which may be helpful in allowing
the phone line to properly decode the number.
Some areas (USA) have 10 digit dialing. Enter area
codes that will be dialed without a “1” prefix.
Shipping and RFQ Addresses
This page allows you to set up the defaults for addresses
referenced in PO’s and RFQ’s. You can enter any
number of addresses and simply check those that you
want as your current defaults. You can also control
whether you want P&V to prompt you for a PO
shipping address when printing, or instead use the
default. Similarly, you can set whether an RFQ response
address will be prompted or default to your selected one.
To move addresses up or down on the list, select one
row and click the arrow buttons.
Installation
•17
Parts List Options for the 3-lines-per-item grid listing.
Under P/L Options, define (for the 3-line Parts List)
whether or not you want information from the Item
Master included on parts list reports (Include On
Report) and the grid (Include On Grid and Report).
(The grid is the right side of the P&V main window
display.) The latter items are selectable from drop down
menus.
RFQ and PO Options
The top items allow you to specify which P/N
(Manufacturer, Vendor or in-house) is on the first line of
•18
RFQ’s and PO’s. The lower fields allow you to define
several behaviors in RFQ’s and PO’s as follows:
n
n
n
Update an Item’s Cost when edited on a PO causes a
cost to be updated in the main database when it
has been modified on a purchase order.
Default PO Notes from text file—if checked, the field
on the right should be used to specify a text file
that contains default notes text and an approved
signature line.
Date Required, FOB, Shipping Acct—here you can
enter default values for these fields.
Viewer and Net Path settings
This page allows you to specify one or more utility
applications for use when opening files from P&V. For
example, you might enter file viewers, text editors, or
drawing programs.
The fields on the lower half of the page are used when
your linked supporting drawing files are on a network
drive, and the path (from your computer) to these files
differs from that of the other user who added them to
the database.
Installation
•19
Part Number Option settings
Defaults related to how parent part numbers are handled
can be defined on this screen.
n
n
n
n
n
•20
Copy Revision from Parent P/N—selecting this
option causes P&V to automatically set the
revision field of all Detail (child) items to the
same revision as their Parent P/N (when saving
any edits to the Parent P/N record).
Revision is independent—causes the revision field of
detail items (child items) to remain unchanged
(even when the Parent P/N revision changes).
Copy Unit of Measure—causes the Unit of Measure
of Detail items to match that of their Parent P/N
(when saving any edits to the Parent P/N record).
Units are independent—Units for each Detail item
can be set independently.
Enforce Upper Case Text in P/N’s—when checked,
text in part numbers is entered as upper case
without regard to the setting of the Shift or Caps
Lock keys.
Options to copy Sources when copying a Part Number
User Field settings
The User fields are part of the Item Master record for
each item. These ten text fields (100 characters each) can
be used to hold any additional information about an item
and can be captioned to identify the data. The caption
text will appear on all corresponding column headings
on screen and also on printed reports.
Installation
•21
Caption text is saved in the main data file so all users of a
shared data file will see the same column headings.
The User1 and User2 fields have the additional feature
that they can be linked to the item’s Parent P/N (if any).
When linked by selecting the checkbox, the contents of
the field on the Parent P/N will be copied into that field
on each Detail (child) item (when saving any changes to
the parent P/N record).
Multi-User
Issues
The P&V software does not run from across a network.
It is always installed separately on each workstation
where a user will require it.
The data file where information resides can, however,
be on a networked computer for sharing with other users
of Parts&Vendors. Each user must have a separately
licensed copy of the program.
Sharing a Data File
The Parts&Vendors data file can be shared by multiple
users within certain limitations. Unlike larger clientserver systems (which are more expensive), P&V does
not implement record-caching and multi-user change
collection. Therefore, you should observe and
understand the limitations inherent in data sharing under
Parts&Vendors so that it’s used properly and data is
protected.
Limitations
Parts&Vendors uses record locking, which means that
more than one user can be doing different things at the
same time. Record locking means that if one user is
editing or saving a record, then others will not be able to
write to the same record until it is saved by the first user.
Record locking works in “paragraphs.” This means that
one or more records might also be locked if it is adjacent
to the record being edited. Unfortunately, newly created
•22
entries (P/N’s, vendors, manufacturers, whatever) are
always at the “end of the list,” so are inherently adjacent.
The above limitations are typical of simple file-sharing
systems.
Parts&Vendors minimizes these limitations by
operating most of its data views and listings in an
“unbound” mode. This means that the displayed data is
detached from the main data file until the edits are saved
to disk. The writes to the data file are “hit-and-run,”
(transactions) and since they occur quickly, there is less
chance of a “collision” with another user. If the write is
unsuccessful, the program waits for 1/2 second and tries
again. Occasionally you may get a message that prompts
you to save again.
Refreshing Data
As you move around in the program, it will always
automatically retrieve the latest data.
However, because the displayed information is detached
from the main file, your screen may not immediately
reflect a change that was made in the data file by another
user (if you are continuously viewing a listing).
You can manually refresh the data at any time by
clicking the Refresh button on the tool bar. (It has
the snowflake icon). The menu View...Refresh
also does the same thing.
n The program can also be set to automatically
update the screen with the latest data as long has
there is not an edit in progress and the main
window is in its default Control-Pane-drives-ListPane condition. (See Getting Started for a complete
description of the window basics.)
In the Settings—Press F3 or choose Edit...Settings...
Preferences to set an automatic refresh interval. (Since your
own navigation will also refresh your screen, we suggest
making this interval fairly long. The default is 300
seconds; minimum is 30 seconds).
n
Installation
•23
Global and Local Settings for Multiple Users
Most settings are local to each copy of the program; only
a few settings are Global (common to the main data file).
Global settings include:
n
n
n
n
n
n
User 1-10 field captions
User 1-2 options for being linked/not linked to
Parent P/N.
Organization information and shipping addresses
P/N options for tabulated details of a Parent P/N
Enforcing uppercase of text in P/N
Date/Text field types for PO Date Reqd.
File Paths
Use Network Path
(Edit...Settings...Viewers/Paths)—This applies to
document files linked to P/N’s (Files/URLs grid when
on Item Master page). The files linked to items in the
database may not reside on your computer. The path to
them from your computer may differ from the path to
them from the user that added them to the database. If
so, make an entry that is a path to substitute for the one
in the database entry, so you can open or view the files.
This setting is used when all document files are in a
common directory.
Use Drive Letter Only
(Edit...Settings...Viewers/Paths)—The files linked to
items in the database may not reside on your computer.
The path to them from your computer may be the same
as the database entry, but that network drive may be
logged onto your machine as a different drive letter from
the user that added those paths and filenames to the
database. If so, make an entry that is a drive letter to
substitute for the one in the database entry, so you can
open or view the files.
•24
Multi-User Disclaimer
If you administrate a P&V workgroup—please READ
THIS.
Parts&Vendors uses the Microsoft® JET® Database
Engine to open and manipulate its data files. This
program "back end" has proven itself by being part of
Microsoft's own Access® database program, as well as
part of thousands of independently developed data
applications. Over a period of years, JET has shown itself
to be reliable and robust.
Like many other programs, multiple copies of P&V can
open a single data file in shared mode. It is to the credit
of the operating system programmers that this can be
done in Windows and DOS, and is almost like getting
multi-user operation for "free."
However, unlike larger (more expensive) client/server
systems, JET does not just retrieve the records of
interest. Rather, each copy of JET (on each P&V
workstation) opens the WHOLE database and brings the
entire file across the network to work with it.
At any moment, your workgroup P&V data can be
scattered across the network, in memory at several P&V
workstations.
The integrity of the data file is therefore dependent upon
"well bahaved" operation of the network and its
associated P&V workstations.
Ultimately, a "well behaved" system is defined as—
One that does not corrupt your data file.
Most multi-user installations work just fine—as
evidenced by a multitude of installations on all kinds of
networks used by our customers. At Trilogy Design we
Installation
•25
use large (10-20meg), shared databases on a mixed
Windows platform network and have not had a multiuser induced data file failure --ever (or, should we say,
yet). Time will tell whether your own system meets the
above criteria.
The final analysis of all this points to one important
act of self-defense and common sense —Back up your
data file EVERY SINGLE DAY! (Answer this
question: What other file do you have that holds data
from ALL of your projects?)
Backing up is easily done from within P&V. When all
other users have exited the file, choose File...Copy
(Backup) and pick a location on another computer on
your network, or on a removable-media drive. You could
also create a shortcut on your Desktop to copy the file
from outside of P&V. Or, create a scheduled event
(using Windows facilities for this) to run a batch file to
copy the file at a particular time each day.
Please do not call Tech Support with a tear in your eye
and a story about how your data file is corrupted and
your most recent backup is months old. While we will
do our best to help, please be advised that Trilogy
Design is not a data recovery service.
•26
QuickStart
This section of the manual is neither a tutorial nor a
how-to. This information is provided for users who
prefer to learn the program by jumping right in and
“clicking around” rather than reading the entire manual.
Here are the key concepts you need to understand and
use the software.
Essential
Concepts
n
n
n
n
QuickStart
P/N (part number) is one of an item’s key fields.
P/N’s in the Item Master (the repository of all
items) can be reused on any number of parts lists
(assemblies). Editing an item’s specifications,
including changing its P/N, affects everywhere
that item is used throughout the database.
An item’s Type: CAT, PL, DWG, PS, AW, DOC
sets whether it is a list of items or an individual
component. Type also tells the user what kind of
specifying document it has (if any): i.e. whether an
order for an item must be accompanied by a
drawing.
An assembly tree (a top level assembly plus
subassemblies) is created by adding an assembly
to a parts list in the same manner that you add an
individual component to a parts list. You can
build assembly trees any number of levels deep,
and see them all on the Tree.
Each source for an item is represented by a record
on the Sources grid. Each source can have
separate costs for any number of buy-levels (the
vendor’s price breaks). You can have as many
sources for each item as desired, but check the
“Primary” check box for the one that the program
will use for automated compiling of Purchase
Lists.
•27
Sequence
of
Activities
The following instructions present the basic steps for
using this program. Refer to the rest of the manual if you
need more detailed information.
1. Create a new (empty) data file (choose
File…New) or open an existing one. If you are
opening a previous version data file, P&V will
automatically start the conversion routine.
2. Enter Item Specifications. Create P/N’s for
some of your items, and at least one P/N for an
assembly. Go to the Item Master tab (called a
page) on the left side of the P&V main window.
3. Make a Parts List. Add items to a Parts List to
document the assembly. On the Item Master page,
Parts List grid, click on the Add button (above the
grid).
4. Enter Vendor Information. Create some vendor
entries to serve as sources for the items. This is
done on the Vendor page.
5. Specify Sources for Items. Vendors can be
linked to items on the Vendor page, Items Supplied grid or Items can be linked to Vendors on
the Item Master page, Sources grid. Either
approach results in the same item/source relationship.
Enter other supporting information such as manufacturer, manufacturer P/N, lead time, etc.
6. Set Costs for Parts. Fill in costs on the Sources
or Items Supplied grids or the costs can be entered
directly on an RFQ that has been auto-generated
on the Buy page (see appropriate sections in this
manual).
7. Calculate the Cost of Your Product. Set the
various cost options on the Item Master page and
on the Buy page. Make a new Purchase List. Costs
are shown on the Cost Summary Tree.
•28
8. Generate an Extended BOM (a Purchase
List). This is a list of all items with one line per
part number. Extended quantities (based on number of units to be built) of multiple-use items
(items on more than one subassembly) are consolidated onto that line. The calculations are affected
by the settings of the Quantity options on the Buy
page and Stock options on the Item Master page.
9. Order Items. PO’s can be auto-generated from
the Purchase List (on the Buy page) or created on
the PO page one at a time. Entering the quantities
received on the Purchase Order as items are
received will automatically update inventory.
10. Make Kit List. This is the pick list to identify
items to be removed from stock. On the Build
page, make a Kit List. Calculations are affected by
the kitting option settings available on the Item
Master page.
11. Adjust Inventory. Reduce the inventory to
reflect removing the kits from stock. Increase
inventory when putting the finished units into
stock. (These are done on the Build page.)
12. Back up your data file DAILY. Your P&V data
file may eventually hold important data from ALL
of your projects. Don’t risk information loss due
to an untimely power glitch, hard disk crash or
any other technical problem. See the Data file
Operations section at the back of the manual for
more suggestions on protecting your data file.
QuickStart
•29
Main Window
Getting
Started
Parts&Vendors is a powerful, flexible tool for creating,
manipulating and storing information about items used
to build assemblies and manufactured products. Once
you make parts lists for the assemblies that comprise a
product, the program can gather and display information
about the items on those lists for purchasing and
manufacturing activities.
To use Parts&Vendors, you’ll primarily be working in the
Main Window. The Main Window allows you to view
and edit information in a variety of ways, allowing you to
choose the way you want to work. Two key areas
comprise the Main Window: the Control Pane on the left
of the window and the List Pane on the right. In its
normal mode, the Control (left) Pane drives the List
(right) Pane. However, you can also reverse the control
direction and look at any item from the list.
Tool
Bar
Pages
(tabs)
areas of interest>>
Lists (Grid and Tree Views)
Control Pane
Parts&Vendors Main Window
•30
Control
Pane
The Control Pane at the left side of the main program
window is separated into “pages” selected by clicking on
the tabs at the top. On these pages the user sets options,
edits data, selects data to view, or initiates operations,
including making a Purchase List and dialing a vendor.
In normal operation, the Control Pane selections
determine what data will be shown on the various grids
of the List Pane (the right-hand part of the main
program window).
Saving Changes
Changes you make to Control Pane data are saved
automatically as you move around in the program. If,
however, you aren’t “going anywhere” after editing
something, you can also:
n
n
n
n
Click the Save button on the tool bar
Press Ctrl+S on the keyboard
Choose File...Save from the menu
Right-click and choose Save from the Popup
menu.
Popup Menu
Right-clicking on the mouse while the focus is in a
Control Pane text box or dropdown box brings up the
following menu. Most of the options should be familiar
to the user.
Main Window
•31
Alternate Line Color—Alternate line colors can be set
to make readability across long rows easier. This option
controls the appearance of the dropdown box records,
by alternating (or not) the color of each row.
Dropdown Column Widths—Column widths can be
set on the Item Master page Part Number dropdown
box, which shows the part’s Type, Title, and Detail in
addition to the P/N. The width of the Title and Detail
columns matches the widths of those columns on the
ShowAll list. Widen or narrow the width of those
columns on the list to adjust the column width on the
dropdown.
Enhanced dropdown lists
From the menu choose Page...Enhanced Dropdown
Lists.
The enhanced dropdowns take just a bit longer to open,
but offer more features, including
n
n
n
n
n
n
mouse scroll wheel support
additional filtering (depending on page)
column sorting
adjustable column widths
adjustable column order
single or double click action
Enhanced dropdown on the Item Master page
•32
List Pane
The List Pane is the right-side area on the Main
Parts&Vendors window. When you wish to view data in
a list or tree format, you use the List Pane side of the
window. The view you actually see is dependent on
which page tab you’ve selected at the bottom of the
screen (Show All, Assy Tree, Parts List, etc.). Select the
ShowAll page, where you’ll see a flat listing of items.
The List Pane
Records
Records are the rows of information that define items.
Viewing Information
At the bottom of the List Pane are a group of list tabs
that allow you to look at data on the List in different
ways. To select a different view, simply click on a Tab. A
selected view is always indicated by the front-most tab.
The sets of tabs differ depending on which Control Pane
Page is currently selected. The tabs for the Item Master
Page are shown in the following figure.
List Pane Tabs for Item Master
The types of information displayed for the Item Master
Grid tabs are as follows:
Show All—Allows you to see all records for all part
numbers in the database.
Main Window
•33
Sources—Shows the sources (if any) for the currently
displayed P/N on the Control Pane.
Parts Lists—Shows a complete numbered parts list for
the currently selected item, including quantities and
reference designators.
List Tree—Shows a complete product structure tree
listing for the currently selected item on the control
pane. The Tree shows hierarchical relationships between
assemblies and subassemblies/items.
Made From—A list view optimized for showing “Made
From” items. Made From items are items manufactured
out of house, but modified in-house. (These are defined
in depth later in the manual.)
Makes—A list view optimized for showing items made
into other “made from” items.
Detail Items—A list view optimized for showing Detail
Items (child items) of a Parent part number.
Inventory—This list format provides a complete
inventory summary, showing fields such as stock on
hand, stock on order, minimum reorder levels, primary
source information, etc.
On Orders—A list showing purchase orders that
include the current P/N on the Item Master.
RFQ(s)—Shows all Requests for Quotation that
reference the current P/N on the Item Master.
Used On—Shows all assemblies that use the current
P/N on the Item Master.
Not Used—Shows which items in the database are
currently not assigned to any assemblies.
•34
Files/URLs—Shows the files or web links associated
with the P/N on the Item Master.
Adjusting Column Width and Position
You can adjust column width on the grid or tree by
clicking and dragging with the mouse:
n
n
Use the mouse to drag between column headings
to adjust column width.
Use the mouse to drag the column headings to
rearrange the column order.
Columns in Reports
The grid column heading text color shows what columns
will fit on a printed page. Columns with black headings
will be printed, those that are grayed won’t be. The
printed report can be set to Truncate Columns or Tile
Pages to fit all the columns. Make this setting from
File...Page Setup.
Choosing Columns to show
Initially you’ll see many columns in list view, perhaps
more than you need to see. You can narrow the view to
see only desired columns by going to the List menu and
choosing Columns to Show and then checking only those
columns you want to see from the Show Columns
window.
Main Window
•35
Click the small button
above the grid to open
the Columns dialog.
Show Columns Dialog
Some Grid settings are available from the Grid menu.
This one is for the parts list grid.
Tree View
A whole product can be shown in a Tree View that
visually shows the relationships between the top level
and lower level subassemblies.
Viewing Items in a Tree View—To see a tree view:
1. Choose a top level (or any) assembly on the Item
Master page.
•36
2. Click the List Tree tab at the bottom of the List
Pane.
The assembly tree will always be shown in Item Number
order. Icons visually separate the different types of items
on the tree.
The popup menu (right click on the tree) provides quick
selections of actions on the tree.
Some tree settings are available from the Tree menu:
Auto-set or Save column widths—From the popup
menu, check (or uncheck) the menu item. With the
menu item unchecked, user adjustments to column
widths are saved and restored when the tree is refreshed.
Main Window
•37
Show Subassemblies Only —Each assembly on the
Tree can be expanded or collapsed to show or hide its
contents.
Use the small buttons in the left column of the tree to
Show (expand) or Hide (collapse) the branch.
Or, after highlighting an item on the tree, use the rightclick popup menu to set the visibility of any branch.
When printing, only the visible branches will show on
the report.
Made From branches—Made From
branches can also be shown (or hidden) on
the Tree view of an assembly.
On the Tree Settings menu, choose Show Made From
Branches and check or uncheck the menu entry.
The setting will take effect the next time the tree is
refreshed
Dragging and Dropping Items on the Tree—You can
move single items or entire branches in the tree view and
place them in one of two ways:
1. Click on a desired item that you want to move.
The row will be highlighted.
2. While holding the mouse button down, drag to a
desired position to insert the rows.
3. You’ll see a page icon and a moving line next to
the cursor as you drag it to where you want the
insertion to take place (inserts before).
Or, if you also hold the shift key as you drag,
you’ll see a page icon and a box that moves over
items as you drag; when you release the mouse in
this mode, it inserts the moved item into a PL or
after an item (other than a PL) where you release.
•38
If the target of the drag & drop is a PL or CAT,
the dragged item will be inserted as the last item
on that subassembly.
Set the Tree Settings option View…Confirm Drag&Drop
on Assy Tree to have the program prompt for
confirmation.
When confirmed, items on the “dragged-from branch”
and items on the “dropped-onto” branch will be
renumbered sequentially.
Note: Released PL’s and CAT’s, or MadeFrom or
Makes items cannot have items added or removed
(dropped onto or dragged from).
Double Click Action Options—The View…List DblClick Action > Tree has three options for setting Double
Click action: Expand/Collapse, Show Item, Show Items
+ List.
Qty and Reference columns can be edited on the tree
view.
To end the edit, press ENTER or TAB. Just clicking off
the cell will not save the changes.
Grid
How to Select Items on the Grid—Click on the record
selector at the left of the Grid to select a single item (for
removing, deleting, replacing, exporting, etc.). Or:
n
Main Window
Shift+click another to select more than one item.
(a group of rows).
•39
n
Press Control+click to select individual rows, not
necessarily in a contiguous group.
Making Rows More Readable—Alternate line colors
can be set to make readability across long rows easier.
Each grid can have its own color scheme. Set alternate
row colors from the Grid Settings menu.
How to Sort Lists—You can sort lists on the grid by
clicking on a desired column heading.
n
n
To sort in descending order, hold the control key
down when clicking or just click again.
A secondary sort column is set by holding the
shift key down when clicking on the column
heading.
Double Click Action Options—The View…List DblClick Action > Grid has three options for setting Double
Click action: Select text, Show Item, Show Item + List.
Single-click Action—The user can set the single-click
action to either position the cursor in a grid cell or to
select all text. List…Select text when clicking in a cell.
Entering
and Editing
Information
Editing information on either the Control Pane or List
Pane follows most standard editing procedures. In
addition, Parts& Vendors has several unique operations.
1. Text color on the grid indicates whether text is
editable or not:
Non-editable fields are black text.
n Editable fields are dark blue text. (This color
can be set from View...Grid Colors...Set
Editable Text Color.)
2. To edit on Show All grids, check the menu item
View…Allow Editing on ShowAll Grid.
n
3. Dates can be entered in several formats: Jan. 2,
2002 or 1/2/2002 or 1/2/2002 or 2 Jan 2002.
•40
4. Ctrl+; (hold the Ctrl key while pressing the semicolon) inserts the date.
5. Ctrl+Shift+’ (hold the Ctrl and Shift keys while
pressing the single-quote key) on the grid copies
the contents from the cell above the cursor into
the cell with the cursor.
Control
Pane vs.
List Pane:
Setting
Control
Direction
Control direction refers to how the Main Window
behaves when you’re editing. Although the default is for
the Control Pane (left side of the main window) to drive
the List Pane (the right side of the main window), you
can easily change it. To reverse control direction, right
click on an item of interest on the grid (or tree) and
choose Show Item from the popup menu.
Show a listed item’s specification
Direction Indicator
You can tell at a glance which direction P&V is currently
in by viewing the main window’s Splitter Bar.
Some listings are non-directional, including the Show All
and Inventory listings. The splitter bar shows no
direction when you’re viewing these listings.
Main Window
•41
Restore the left-to-right control direction by:—
1. Clicking the Refresh button on the Tool Bar
restores the left-to-right control, and the currently
displayed Control Pane record becomes the new
driving record.
2. Double clicking the Splitter Bar restores the leftto-right control direction, returning to the original
driving record for the displayed listing.
3. Right-clicking on the List Pane and selecting Reset
Control Direction from the popup menu does the
same.
4. Selecting another item or vendor from the Control Pane.
5. Selecting another Control Pane page.
Show a listed item’s List
On the popup menu for any grid, you can select Show
Item + List to show that item and its associated list. For
example, if you currently have a part number of an
assembly selected in the list and then select Show Item +
List from the popup, you’ll next see that assembly item
show up in the control pane and you’ll see the list view
change to a detailed parts list of the assembly.
Tool Bar
Most of the buttons on the tool bar are conventional
Windows icons and have obvious functions (print, cut,
paste, save file, delete, etc.). To find the function of any
button, place your cursor over the button without
clicking and the program will show the button function
in a tool tip under the button.
Other functions on the tool bar that are unique to P&V
are as follows:
Refresh Button
Reloads the currently displayed records from the
data file to the display screen. Pressing this button
•42
also restores the window splitter’s control direction to
the default left-to-right mode.
View History
The program saves the last 50 views of data. Press
Alt+Left Arrow or Alt+Right Arrow to go back and
forward, or choose the previous view from the View
History dropdown list on the toolbar.
Saved Views
Any combination of data and main window layout can be
saved under a user-specified name. This handy feature is
a time-saving device that allows you to make a particular
data view immediately retrievable from the dropdown
list on the Tool Bar.
Typical uses include saving the Parts List view of a few
assemblies you are currently working on, or perhaps the
Items Supplied view of a recently troublesome vendor.
(If you’re on the phone and have to leave a view, it’s really
nice to be able to return easily without having to retrace
your steps.)
Creating and Deleting Saved Views—On the main
window toolbar, you can also save the currently
displayed item and window layout as a user-specified
name.
Save View
Delete View
Toolbar Save and Delete View buttons
These buttons are provided to make it quick to return to
a particular area of work, such as an assembly in
development or a problematic order that needs repeated
attention, etc.
Main Window
•43
On the toolbar, click the Delete Saved View to remove
the name of the currently displayed view from the list.
Note: This does not delete the data.
Do this when immediate retrieval of this view is not
necessary and you want to keep the length of the list to a
minimum (for less clutter).
Filter
You can create and save filters for any listing of data by
going to the List menu and selecting the Filter By... menu
item, by clicking the Filter By... button above the grid
menu item, or by pressing the F9 key. The dropdown list
on the toolbar makes all saved filters for the currently
displayed grid accessible.
Dropdown
filter list on toolbar
Filter By dialog and Toolbar dropdown list
Status Bar
•44
Shows the status of current operation—or, if no
operation is in progress—it shows the operations the
user can select depending on where the focus is.
Shortcut
Keys
Main Window
Select All (Esc to cancel)
Ctrl+A
Adjust Stock
Ctrl+K
Change
Ctrl+G
Copy from grid cell above
Ctrl+Shift+'
Insert Date
Ctrl+;
Delete
Ctrl+D
Find
Ctrl+F
New
Ctrl+N
Print
Ctrl+P
Refresh screen data
Ctrl+R
Reduce Stock
Ctrl+T
Save
Ctrl+S
Copy (to clipboard)
Ctrl+C
Cut (to clipboard)
Ctrl+X
Paste (from clipboard)
Ctrl+V
Undo
Ctrl+Z
Last View
Alt+Left Arrow
Next View
Alt+Right Arrow
•45
Activities
Managing
Items and
P/N’s
This section introduces some important concepts about
items and assemblies that you should understand when
working in Parts&Vendors. After introducing these
concepts, we’ll then discuss how to use the Control Pane
pages to edit and enter item/assembly information.
Everything you track in your inventory is usually a part or
is made from parts (an assembly). Within Parts&Vendors,
each item must have a unique part number.
You can think of parts as the basic building blocks. Once
you have a parts list you can then add parts or entire
parts lists to other parts lists, building
assembly/subassembly trees any number of levels deep.
Parent Part Numbers identify families of related items.
Made-From links tie finished items to intermediate or raw
materials used to make an item.
Part Numbering
You enter Part Numbers into the system as text, and they
can be made up of any combination of alpha, numeric,
and punctuation characters.
Why Assign Your Own Part Numbers—
For Purchased Items—Chances are that sometime
during the development or manufactured life of your
product you will choose another source for various
items. This may happen because the item is no longer
available or because you find a better source for it. When
this happens you don’t want to have to update the basic
documentation for your product. By assigning your own
part numbers you can:
•46
n
n
Maintain a beneficial separation between your
product’s documentation and the whims of your
suppliers.
Maintain a uniform system in your database so
you can sort and select by information contained
in your part numbering system. And, depending
on the system you use, you can make a wide range
of items easily recognizable by P/N only, without
a lot of descriptive text. This can be very helpful
to other people in your organization who have to
use the information.
For Custom Fabricated Items—Even if you have only
a few fabricated parts, it’s still helpful to have some way
of tracking them. Part numbering is the best way of
specifying an item, because that P/N refers back to your
database, which can then refer to other drawings and
documents that add detail.
Tips For Better Part Numbering Systems—There are
almost as many numbering systems as there are
manufacturing companies and while the complete topic
of numbering could take an entire volume, the basics are
pretty simple. Always remember to:
Keep your system simple so it’s easy to maintain
n Have the part number definition contain only
information that is really useful to the people who
will use it.
A part number is not really a “number” at all. It’s text,
and can consist of combinations of letters, punctuation
and numbers.
n
At some companies, “Document Control Experts” have
favored simple, sequential, numerical part numbers that
are issued sequentially and carry no meaning other than
as an identifier for the item. Their argument is that this
system is easiest to maintain and won’t have any
particular limitations on representing items, particularly
as the number and item diversity grows.
Activities
•47
However, most people who actually use part and
assembly information usually favor an approach where
they can tell what they are looking at just by seeing the
part number on a list, a label, a packing slip, or an order.
Such an approach is sometimes referred to as a smart
numbering system, and has the distinction of the part
number’s letters and numbers—and sometimes their
location—as meaning something. Choosing exactly
which information should be carried within the P/N
often depends on the nature of the business activity, and
what is important about the range of items encountered.
What to Leave Out—Generally, it’s a good idea to keep
any vendor-specific information out of the P/N. If you
change vendors, you’d have to change the part number.
Also, leave out anything that specifies how the item is
fabricated. If you decide to make your lathe-produced
item on an automatic screw machine, or refine it to be an
upset forging, you might want to have the flexibility to
call it by the same part number (presuming it’s still a
direct replacement).
If it’s a finished part (and not a raw material) it’s probably
a good idea to leave out anything that says what kind of
material it’s made of.
Leave out any customer-related job number, unless
everything your organization makes is custom built and
you never have any overlap in the components you use
(which is rather unlikely).
What To Include: —Things you can include are codes
that indicate the general category of the item (fastener,
bracket, spacer, wire, circuit board, IC, resistor, coil,
piece of paper), and its function. You might also define
what variations are possible: value, color, and size.
Part Number Examples—here are some sections
(prefixes and suffixes) that often occur in part
numbers:
•48
n
n
n
a prefix (PPP) to identify the general category of
the item
a root portion (RRRR) (numerical) to identify the
specific item
a suffix (SSS) to identify variations
Following these guidelines, one possible part
number might use the form: PPP-RRRR-SSS
Examples:
400-1007-GRN
400=wire, GRN=green (probably a bad idea)
400-1007-005 (probably a better idea)
400-1007-145 green with yellow stripe
Depending on the nature of your business, you may have
additional sections to your P/N specific to your needs.
Fortunately, Parts&Vendors will let you change the part
number for an item after-the-fact, and the change will be
effective wherever the item is used.
There is a utility that will make bulk changes to part
numbers should you find that a modification is necessary
after entering hundreds or more items. From the menu
choose File...File Utilities...Maintenance...Replace Certain
String Data. We strongly suggest making a backup copy
of your data file before using this utility.
Activities
•49
Creating and Viewing Item Records
The Item Master page is
viewed by clicking on the
tab on the Control Pane.
On this page you can
create Item Records and
enter part specifications.
The Part Number
dropdown on the Item
Master page shows all
items in the database. To
make it easier to locate
items when browsing this
list, limit the types of
items by filtering.
To display the filters
available for the P/N
dropdown, click the small
button with the funnel
icon
.
Click the down arrow button to open the filter list, and
then choose a filter.
When hiding the filter dropdown (by clicking the funnel
button again), the filter will revert to ALL items.
In addition to the obvious text descriptions of an item,
all items in the database have a:
Part Number—This is text that uniquely identifies the
item. Care should be taken to develop a useful part
numbering system.
Enforcing Uppercase Text in P/N’s
Ensure part numbers have all uppercase characters
by going to Edit...Settings…P/N Options and setting
Enforce Upper Case Text in P/N’s.
•50
Automating Part Number Creation
Parts&Vendors can suggest the next available Part
Number, based on existing Part Numbers in the
current data file:
1. Go to the Item Master page
2. Click on the New P/N command button at
the bottom.
3. Choose the method that the program will use
to evaluate the existing data, then click
Suggest. For more information, see “Suggest
Next Number Dialog” on page 144
The Suggest Next options are saved, so the dialog opens
the way you last left it.
Type—DWG, PS, PL, CAT, AW, DOC. The Type
indicates the nature of the item, whether or not a
document is associated with it, and the type of document
if one is indicated.
There are six Types: two to identify assemblies, two to
identify components, and two to identify non-inventory
items.
Activities
•51
Assemblies:
CAT—Catalog Number: a top level assembly;
your company’s Catalog number for the product as
presented to your customers.
PL—Parts List: any other assembly; any level of
sub assembly.
Within the program, the CAT and PL Types
function identically. If you follow the suggestion of
making only top level assemblies “CAT”, then you
will be able to filter listings to show only those top
levels without the clutter of other assemblies.
Components:
DWG—Drawing: an item that has some kind of
drawing or document that defines its specifications.
PS—Purchase Spec.: an item that does not have a
drawing or document (in your organization)
necessary to define its specifications. PS items are
defined entirely by the Vendor or Manufacturer’s
part number for the item.
Note: When ordering an item, its Type tells the
buyer whether he should be looking for a drawing to
accompany the order.
Non-inventory items:
AW—Artwork: An item such as hard-copy
camera-ready art, a piece of film, or diskette-carried
image or data that is required to make another item.
This is a non-inventory item and is not a part of the
final component or assembly on which it is listed.
DOC—Document: A drawing or text document
used to make another item or assembly, including
instructions, inspection checklists, etc. It is
particularly used for hard copy printouts that
•52
accompany a kit of parts to the manufacturing area.
This is a non-inventory item and is not a part of the
final component or assembly on which it is listed.
AW and DOC items can have sources and costs like
any other items, but are not included in the
calculated cost of an assembly.
Activities
•53
Understanding Types
•54
Parent P/N—When a family of items has a common
basic description, it is sometimes convenient to link the
items together under a parent part number. This is often
done so that you can:
Make one cost entry for the whole family of items
n Consolidate references to documentation into one
place.
(These families are sometimes referred to as being
“tabulated,” since they are often represented on
drawings and spec sheets displayed in a “tabular”
format.)
n
In Parts&Vendors, the Title, Type, and Status are
common to all of the items. The User 1 and User 2 and
Revision fields can be common to all items or set
independently for each item.
The Detail field (the 2nd level description) identifies the
basic difference between the items. In the context of
P&V, we refer to the Parent number and the Detail
items.
Note: The Parent number is never a physical item. It
is only a reference part number. It cannot be added to
a parts list or purchased.
Usually, most of the part number is the same for the
whole family, with a different suffix to identify each
member of the family.
Activities
•55
Examples:
The parent part number might look like 12345-XXX
and the detail fills in the suffix part, like 12345-001
12345-002
.
12345-999,
etc.
Creating Parent and Detail Items
To link already existing part numbers to the Parent:
1. Show the Parent part on the Control Pane.
2. Click on the Detail Items tab of the List Pane.
3. Above the Details grid click the Add button.
4. On the Add dialog, select the item(s) to be linked
to the Parent number and click Add.
Note: Use the Filter on the Add dialog to narrow
the range of displayed items, if desired.
To create new Detail Items under this Parent:
1. Above the Details grid click the New button.
2. Enter the (entire) new P/N and click OK.
Note: To create a whole series of new Detail items,
set up the suggest-next criteria to match the format
of the Parent P/N.
Copy Family of Items Under a New Root P/N
If the format of the Parent P/N includes a separator
character and a suffix, the program can copy the family
under a new root number and retain suffixes for all the
Detail items. To do so:
•56
Make sure that on the Edit....Settings dialog,
under the Copy P/N tab, the separator character
entered matches that used in the P/N family.
Close the Settings dialog. Then, with the parent
P/N on the Item Master, click the Copy button,
provide a new root portion for the P/N, and click
OK on the Copy Item dialog.
Linking Detail Items to Sources
If the cost of all the Detail items is the same, (i.e.,
resistors are of the same specification but have different
values, or wire is of the same size but comes in different
colors):
1. Link a source to the Parent number.
2. For each (child) Detail item, check the “Use Parent Cost” checkbox. This can also be done on the
“Detail Items” grid.
If the cost of the Detail parts varies (e.g., screws of
different lengths):
1. Link a source to each of the Detail items and
enter a cost.
2. Uncheck the “Use Parent Cost” checkbox.
Activities
•57
If the currently displayed item is a Parent P/N, this
provides a way to set the Minimum Stock Qty for all of
the (child) Detail items at once.
(A Parent P/N is not a physical item, so the Minimum
Stock Qty doesn’t actually apply to that P/N itself).
To Display the Whole Family of Items
1. On the Item Master page of the Control Pane,
choose the Parent number.
2. On the List Pane, click on the Details tab.
Setting Parent Part Number Options
User Field caption settings
The User fields are part of the Item Master record for
each item. The User1 and User2 fields can be linked to
the item’s Parent P/N (if any). When linked (click in the
checkbox), the contents of the field on the Parent P/N
will be copied into that field on each Detail (child) item
(when saving any changes to the Parent P/N record).
Made From—A list view optimized for
showing “Made From” items. Made From
•58
items are modified in-house from purchased items
manufactured out-of-house.
Many purchased components are used as-is in their final
assemblies. This includes fasteners, many electrical and
electronic components, and pre-built assemblies such as
motors, power supplies, etc.
Even custom components from outside fabricators are
often received complete and ready-to-use in their final
assemblies.
However, many other items finally get to their ready-touse state by going through additional processing. These
parts are “made from” other items.
Typical scenarios are:
n
n
A standard item is brought in-house and has
custom modifications made to it before being
used in an assembly.
A custom-made item has several finished
variations. It is taken to a state of partial
completion and put into stock. When a
determination is made of its final configuration, it
is pulled from stock and finished to version A, B
or C, depending on what is required.
Examples:
Wire and Tubing
An assembly uses one 7.5 inch piece of wire, which is cut
from a roll prior to being put into the kit of parts for the
assembly. The wire is cut based on Inches and is bought
on a per Foot basis.
n
n
Activities
P/N for the piece: 1234-7.5
(7.5 indicates the cut length)
P/N for the wire on the roll: 1234
•59
n
1234-7.5 (U/M*=Each/Each) is Made From Qty
7.5 of P/N 1234 (U/M: UseAs=Inches;
BuyAs=Feet)
*U/M = Units of Measure.
When Parts&Vendors compiles the materials
requirements for the assembly where the wire is used, it
will include 7.5/12 or 0.625 feet of the uncut wire on the
Purchase List for each of the assemblies to be built.
If compiling for shortages only, the program will first
look to see if there is any stock of the already cut pieces,
based on its part number.
A fabricated item
Used as one each in the assembly, an item is machined
from a 3 inch length of 1 inch diameter steel bar.
P/N for the finished item: 5678-001
n P/N for the material it is made from: 9999-1
n 5678-001 (U/M=Each/Each) is Made From Qty
3 of 9999-1 (U/M UseAs = Inches; Conv =
4.494; BuyAs=Pounds)
The U/M for the steel bar was determined by calculating
that 1 inch dia. steel bar weighs 0.2225 lbs. per inch of
length.
n
Therefore, there are 4.494 inches of bar per pound. The
Conversion part of the U/M is the How Many In part.
When Parts&Vendors compiles the materials
requirements for the assembly where the item is used, it
will include 3/(4.494) or 0.67 pounds of P/N 9999-1 one
inch round steel bar.
To cascade the Made From calculation using the above
example:
Consider a fabricated item, used as one each in the
assembly. It is a modification of P/N 5678-001.
•60
P/N for the finished item: 5678-002
n P/N for the intermediate item: 5678-001
n P/N for the material P/N 5678-001 is made from
9999-1.
n 5678-002 (U/M=Each/Each) is Made From Qty
1 of 5678-001 (U/M=Each/Each is Made From
Qty 3 of 9999-1(U/M UseAs = Inches; Conv =
4.494 BuyAs = Pounds)
When Parts&Vendors compiles the materials
requirements for the assembly that the item is used on, it
will include 3/(4.494) or 0.67 pounds of P/N 9999-1 one
inch round steel bar.
n
If the BUY page options are set to calculate for
shortages only when compiling the Purchase List, the
program will first look for stock of 5678-001 and, if
short, will then include the necessary amount of 9999-1.
Activities
•61
In summary, from the previous examples:
P/N 1234-7.5 is Made From.
n P/N 1234 is a Make item.
n P/N 5678-002 is Made From.
n P/N 5678-001 is both Made From and a Make
item.
n P/N 9999-1 is a Make item.
You can optionally show Made-From branches
on the Tree view of an assembly:
n
Tree Settings menu
The next time the tree is refreshed the setting will take
effect.
Note: Items (P/N’s) that make a Made From item
cannot be deleted from the database.
Note: To see what an item makes, click the Makes
tab at the bottom of the List Pane.
Creating a Made From Item—On a part to be
designated as a Made From item, click in the Made From
checkbox on the Control Pane. Then click on the Made
From tab of the List Pane. Add (press the Add button
above the List Pane) the appropriate item(s) from the
Add Item dialog box.
Units of Measure—User defined Use As and Buy As
units are used to convert item quantities to appropriate
numbers when creating orders.
•62
For example, wire and tubing may be used as inches in a
product. When purchased, it is bought in increments of
feet. Other material may be used as each and bought as a
bag of 1000.
The Units specified on the Item page is the
default for new links to vendors.
n The Units of Measure specified on a Source may
be changed after-the-fact (and it will change for
this Source only).
If you type in a Unit that is not yet defined in the current
data file, the program will automatically prompt you to
define the new unit.
n
Adding New Units of Measure
From the main menu choose View...Units of Measure.
Units of Measure
How Many In>> is the conversion factor needed to
calculate BuyAs units from UseAs units when building
the purchase list. As is evident from the snapshot of the
Units of Measure dialog box, Qty(UseAs) /
HowManyIn>> = Qty(BuyAs).
To handle resulting fractions, the Adjust Fractional
Quantity dialog queries whether the user wants to
increase the order quantity to the next whole number.
Activities
•63
After entering the new information and closing the Units
dialog box, be sure to select it when returning to the
specific record in question, as it is not automatically
entered.
Note: Inventory quantities, required quantities and
shortages are saved and displayed at Use As units.
Only order quantities are converted to Buy As units.
User Fields—The User fields are part of the Item
Master record for each item. These ten text fields (100
characters each) can be used to hold any additional
information about an item and can be captioned to
identify the data. These fields are available to display on
various single-line grids and reports by selecting them
from the List...Columns to Show... dialog.
Custom User fields can be used for any purpose
User fields User6-10 are available that can be included on
many listings like User1-5.
•64
These 100 character wide text fields are part of the item
master record, but differ from User1-5 in several regards:
These fields are not locked by the item's Status=Released
or Status=Obsolete.
Permission to edit these fields (in the EX and ECO
Editions) can be set separately from Item Spec
permission. For example, a user with 'Buyer' permission
or 'Stock' permission can be set to edit the data in these
fields.
User6-10 are not part of the controlled item specification
that is under ECO control (in that program edition).
Setting User Field Captions
The User labeled fields can be used for any supplemental
data describing an item in the database. These captions
are saved in the main data file.
Caption text is saved in the main data file so all users of a
shared data file will see the same column headings.
The User1 and User2 fields additionally can be linked to
the item’s Parent P/N (if any). When linked by selecting
the checkbox, the Parent P/N data will be copied into
that field on each Detail (child) item (when saving any
changes to the Parent P/N record).
User Field settings
Activities
•65
Other Supporting Specifications—
Title—The topmost level description of any item. This
is the same brief description that would appear in the
title block of an item’s drawing.
Detail—The second level description (under Title) of an
item. This is typically used to describe a value, size, etc.
Also, it can apply to the individual items in a family of
items under a Parent part number. (This is not the same
as the Detail item of a Parent part.)
Status—a single character describing the design state of
an item. This state can be:
n
n
n
Unreleased—New item whose specification is
unresolved (or will remain immediately editable).
Released—Item whose specifications are set;
changes require consideration.
Obsolete—Item not to be used for new designs,
but will be kept in the database for reference.
Revision—4 characters. Typically, numbered revisions
are pre-release and lettered revisions are assigned after an
item is released.
Date —The date the part number was created or
assigned.
Controlled—indicates that the specifications of the item
may not be changed without first getting the approval of
a product safety agency.
When U.S., Canadian and international safety agencies
(such as Underwriters Laboratories, Canadian Standards
Association—CSA, TUV, IEC, etc.) list a product, they
do not permit the manufacturer to make changes to
certain components without prior approval. In electrical
equipment, these components typically include AC-linevoltage components, transformers, motors, and wire
•66
types. In many cases mechanical components, types of
plastic and other parts may be included too.
This is informational only and is available to display on
the List Pane (List...Columns to Show) and
corresponding reports.
By— Initials or a name of the person who created or
requested the item.
Notes—Any information you want to enter about the
part or vendor, or for general comments.
Notes for Purchase Orders can be automatically entered
from a file by checking the box and specifying the name
of that file: Edit…Settings…RFQ/PO Option: Default PO
Notes from text.
Copy Item
Used to copy the currently selected item (in the Control
Pane) with all its supporting data as a new part number.
Copy is useful for entering new items that are similar to
existing items; you only have to make minimal editing of
specifications and don’t have to type all the information.
Specify a new part number on the Copy As dialog, and
click OK.
If the item is a Parent P/N, the program prompts you to
copy all of the Detail items as well.
If the item is an assembly (Type=CAT or PL), the
program prompts you to copy the parts list as well.
Activities
•67
Copy Sources when Copying an Item
In Edit...Settings...Copy P/N set options for prompting
to copy source records when copying an item.
Changing a Part Number
(on the Item Master page)
When a part number for any item is edited from the Item
Master page, the change will be effective wherever the
item is used.
Deleting Item Records
From the Control Pane—Choose the item of (expired)
interest.
n
n
n
n
Click the Delete button, or
From the menu, choose Edit...Delete, or
On the keyboard, press Ctrl+D, or
Click the Delete button on the Tool Bar.
From the ShowAll grid tab—
1. From the main menu, choose View...Allow Editing
on ShowAll Grids.
•68
2. Click the record selector(s) on the grid for items
to be deleted. Shift+click to select a continuous
group or Ctrl+click to make non-contiguous selections.
3. On the keyboard press Delete.
Note: Items (P/N’s) that are used on an assembly
cannot be deleted from the database.
Linking Files to Items
Each item can have any number of files or web addresses
associated with it. These may be CAD drawings, spec
sheets or any related information. When viewing the
Item Master page, click the Files/URL list tab at the
bottom of the List Pane. Then click the Add button to
select associated files.
Paths for viewers to display these files can be set on the
Viewers/Path page of the Settings (Edit... Settings) dialog
box.
Activities
•69
Making
Parts Lists
The item part number (P/N) that identifies a Parts List
also represents the finished assembly.
Parts Lists can be configured any number of levels deep,
simply by adding the P/N for an assembly to the parts
list of another assembly.
Creating A New Parts List
1. On the Item Master page, click the New button,
or press Ctrl+N, or from the menu choose
Edit...New.
2. On the New Item dialog that pops up, specify the
new Part Number and click OK.
3. Enter a Title, Detail, and set its Type to PL or
CAT. Enter other pertinent information and settings.
Adding Items to Parts Lists
1. On the bottom of the List Pane, click the Parts
List tab.
2. At the top of the List Pane, click Add.
3. From the Add Item dialog box, select 1 or more
items to add to the Parts List, and click Add.
Note: Begin to type the text of any item in the
Fast Find box and the grid will scroll to items that
begin with that text.
4. On the Parts List grid, edit the quantities for each
item, and enter any other information about each
item’s use in the Reference field.
5. If you want the list sorted by any particular column such as P/N, click on that column heading
on the grid.
•70
Add Items Dialog
The dialog box is shown with several items selected,
ready to be added to a parts list.
Adding an item to a list (parts list, line card, sources,
items supplied, and so on) does not make a new copy of
the item for that list. Instead, the program links the
already-existing item.
Renumbering Items
As a result of adding and deleting items, item numbers
can get out of sequence. You can renumber the item
numbers for items on the list, sequencing the items
continuously from 1 to N.
Note: Renumber only if no drawings or related
documents refer to these item numbers.
1. Choose the assembly on the Item Master page.
2. Click the Parts List tab on the List Pane.
3. Set the desired sort order for the list by clicking
on the heading above the column to sort.
Activities
•71
4. From the main menu, choose List...Renumber
Items. The Item Numbers will be renumbered
from 1 to N.
Item Numbers can also be re-ordered on the List Tree
tab by dragging items to the desired location.
Renumber Assy Order
Renumbering the Assembly Order can be a useful step in
renumbering the parts list items in a desired sequence.
The Assembly Order field is a decimal field. This allows
items to be inserted in between two consecutively
numbered items. For example, an parts list is organized
by part Type (on the Parts List list pane, showing records
on a single line). A new item is inserted at the end of the
list. To make that item appear adjacent to the others of
its type, whose Assembly Order is 5, the Assembly Order
of the new part can be set to 5.5 (assuming some other
part is numbered 6).
To renumber the Assembly Order:
1. Sort by the Assy Order column (click on the
column header).
2. On the main menu, choose List...Renumber Assy
Order.
Parts List Quantities
The Quantity field (Qty) on parts lists accepts integer,
decimal and non-numeric entries.
Non-numeric entries are for specifying conditions such
as AR or “As Required” for non-measured things like
lubricants, adhesives, fluxes, solder, and thread sealant.
Items with non-numeric quantities will not be included
on Purchase Lists, since these items are considered to be
supplies or supplemental materials, and not components.
•72
Reference Field
Parts Lists include a Reference field for information
about an item’s use on that assembly. Component
Reference Designators are entered in that field. For
electronic assemblies, this usually means R1, R2, C104,
and so on, as labelled on schematics.
Text Versus Memo Field—There are actually two
Reference fields on all parts lists:
n
n
A memo field, which is large at approximately
64K. A list cannot be sorted by the data in a
memo type field.
A text field, which is 255 characters wide. A list of
records can be viewed sorted by the data in a text
type field.
Separate With Spaces—Parts List reference field data
with entries separated only by commas or other nonwhitespace characters may result in text wrapping in
unexpected ways on the screen and on the printed parts
list. This may also result in the printed report not
expanding to show all the text in these fields.
From the main menu choose
List...ReferenceDesignators...Separate with Spaces....
Use this utility to prevent such problems. It inserts a
space after each comma (or other non-whitespace
characters) not already followed by a space, for both the
text and memo reference fields throughout the database.
n
Show Count—For an accurate count, reference
designators (C1, C2, R14, etc.) must be separated by
commas. If other non-whitespace characters separate
reference designators, you must then insert a space after
each of these characters (refer to Separate with Spaces
section). The reference designator itself should contain
no embedded commas or spaces. For example C 1, C 2
would count as four reference designators, where C1,C2
Activities
•73
or C1, C2 or C1; C2 would count as two. C1;C2 would
count as 1.
Popup Menu>Count Ref. Designators or
n List…Reference Designators > Show Count > Current
item
Set which reference field to use from the List menu.
(Memo allows a large quantity of text, text is smaller but
sortable.)
n
Set Quantity Equal to Reference Designator Count—
Each instance of use of an electronic component in an
assembly has its own distinct reference designator (R1,
R2, C1, etc.). P&V can make sure that each designator is
accounted for by setting the list quantity equal to the
count of reference designators. It can do this for selected
items on a Parts List or for the whole list.
Note: Be sure to make the menu setting that tells
which (RefMemo or RefText) field you wish to use
for the count.
From the main menu, choose:
n
List...Reference Designator...Set Qty Equal to Count
For Selected Item(s)
For the Entire List
Note: Items that have a blank Reference field (count
= 0) will not have their quantity adjusted.
Count Reference Designators (Parts Lists)—For
single items, right click on the item on the grid. From the
popup menu, choose Count Reference Designators. This
lets you confirm that the Qty column accounts for all
items.
Sort Reference Designators—First select rows on a
parts list. Then, from the menu choose List...Reference
Designators...Sort on Selected Rows.
•74
Parts List Options
Information on the Parts List grid can be arranged in
several configurations.
1, 2 or 3 lines per item—Open the Grid Settings menu
and choose Show Lines...1, 2 or 3.
Popup menu for the Parts List Grid
Parts List Options for the 3-lines-per-item grid listing.
Additional 3-line per item columns—When the grid is
shown with 3 lines per item, you can specify up to four
columns of related information to show on screen and
on the printed report.
Activities
•75
On the Edit...Settings P/L Options Page, select the
information from the Item Master you want included on
parts list reports (Include On Report) and the grid
(Include On Grid and Report).
Refresh the List Pane data after changing this selection.
This can be done by clicking on the Refresh button on
the tool bar (snowflake icon) or from the View...Refresh
menu option.
Additional 1-line per item columns—add or subtract
columns by going to the List menu and choosing Columns
to Show and then checking only those columns you want
to see from the Show Columns window.
Show Columns Dialog
Comparing
Parts Lists
The Compare tool is useful when you have
similar assemblies and you want to see the
differences (or commonalities).
1. From the main menu, choose List...Compare Parts
Lists.
•76
Compare Parts List Window
2. Select the parts lists to compare and set the comparison options.
3. Click the Compare button.
4. Double click on any of the resulting line items to
jump to that item on its Parts List on the main
window grid.
Managing
Parts Lists
on the Tree
View
Rearranging Items in subassemblies—You can move
single items or entire branches in the tree view as
described in the section “Dragging and Dropping Items
on the Tree” on page 38.
Adding Items—Click the assembly to add items to,
then click the Add button to bring up a dialog box. Refer
to Adding Items to a List in this manual for further
information.
Activities
•77
Specifying
Sources for
Items
Definitions of Vendor and Manufacturer
A vendor is a source of different manufacturer’s items.
A vendor may have a part numbering scheme for an item
that is different from the manufacturer.
Creating Vendor Records
On the Vendor page—On the Vendor page, click New.
Fill in the Vendor name and other information on the
page.
Note: When ordering directly from the
manufacturer, include the manufacturer in the
Vendor list (that is, create a Vendor record for that
manufacturer).
On-the-fly—Vendor records can also be created on the
Item Master, Sources grid by entering a vendor name in
the Vendor cell. The new name will be entered into the
database and its supporting information can be filled in
later on the Vendor page.
Go To Web—On
the Vendor or
Manufacturer page
of the Control Pane,
right-click to open
the popup menu and
choose Go To Web
Page. The program
will launch your
computer’s default
web browser with the
URL (web address)
for the currently
displayed vendor or
manufacturer.
•78
Dial Buttons—Clicking on these opens a dialog box in
preparation for dialing this phone number via a modem
installed on your computer.
You may find this feature useful when you have to make
a lot of phone calls. One requirement is that the modem
must be able to connect to the same phone line used for
voice.
Account—This is the vendor’s customer number for
your organization.
Followup—Opens a list box showing all vendors that
have Followup checked (next to the account field). Double
click on a vendor name to jump to that Vendor page
entry.
Creating Manufacturer Records
On the Mfr page—On the Manufacturer page, click
New. Fill in the Manufacturer name and related
information on the page.
See Go To Web and Dial Buttons (discussed previously) for
information on those functions.
On-the-fly—Manufacturer records can also be created
on the Item Master, Sources grid or Vendor, Items
Supplied grid by entering a manufacturer name in the
Mfr cell. The new name will be entered into the database
and its supporting information can be filled in on the
Manufacturer page.
Creating Sources
A Source can be a Vendor and/or a Manufacturer that
supplies an item. When specifying sources for your
parts, remember these considerations:
n Items can have as many Sources as desired.
n The Source linked to an item can be either a
vendor or manufacturer.
Activities
•79
Linking Vendors to Items
To create a source record for an item:
1. With the item displayed on the Item Master page,
click the Sources tab at the bottom of the List
Pane.
2. Click the Add button at the top of the List Pane.
Choose one or more vendors (or manufacturers)
and click Add. Close the dialog
The first source entered for an item will be set as
Primary. The primary source will be the one used by the
program when generating a purchase list. If you add
more than one source for an item, be sure to set the
desired Primary Source by clicking the checkbox for that
row.
The Sources grid showing the Vendor dropdown where the
Vendor selection can be changed after having created the
Source record.
Choose a manufacturer, if desired, from the Mfr dropdown list. Additional manufacturers can be added to the
database on-the-fly, by typing the name on the Mfr line.
•80
Drop-down List of Manufacturers
Note: Dropping open the list will force one of the
manufacturers to be selected.
Choose a manufacturer P/N that is already in the
database, or type in a new one on-the-fly. Typing a new
one will automatically link the manufacturer part number
to the manufacturer showing in the Mfr cell.
To remove a manufacturer from this source link:
1. Highlight the Mfr name text.
2. Press the Delete key on the keyboard.
Choosing a Manufacturer P/N
Activities
•81
Each Source link has its own set of Costs At Level
(vendor price breaks) for each item.
Linking Items to Vendors
The same links can be made from the perspective of any
single Vendor.
When you have the vendor displayed in the control pane
and you wish to specify one or more items available from
them:
Click on the Items Supplied tab at the bottom of
the grid view. If there are any items currently
supplied from that vendor, you’ll see them listed.
To define a new source:
n
1. Click on the Add button at the top of the grid. A
Link Items to Vendor dialog will appear, listing
the P/N’s in your database.
2. Double-click on an item to link it to the vendor. A
new entry will appear in the Items Supplied grid
listing with fields that allow you to enter costs and
other information as it pertains to the vendor:
Entering Item Information for this Vendor
Primary Source—Items can have as many sources as
needed, but only one of them is marked as the Primary
source.
The Primary source will be used by the program when
automatically compiling a Purchase List from the
assembly tree on the Buy page.
•82
The first source for any item is automatically set as
Primary.
Source Costs
Items Can Have Multiple Sources—Each item in the
database can have any number of sources. A source can
be a vendor, manufacturer—or both.
If costs are entered for more than one Buy-Level
(vendor price break), the program automatically uses the
appropriate one when compiling Purchase Lists and
generating Orders (if the user has selected on the Buy
page: Use Source Costs: Use Cost for Nearest Break).
Activities
•83
Block Diagram of Items Having Multiple Sources
Choice—This is an informational field which can be
used to sort the sources for an item or to assign order of
preference for linked vendors. It is entered as a number.
Manufacturer Part Number
You must specify a Mfr P/N on the Item Master Sources
list for that part to show up on the Manufacturer lists.
Listing All
Items with
All Sources
The Item Master ShowAll grid has a special option to list
all items with all Sources. Each item is repeated in the
list for as many sources (links to vendor/mfr records) as
it has.
When viewing the Item Master ShowAll grid, open the
popup (right-click) menu and choose the item ‘Show All
with All Sources.’
Grid Settings menu
RoHS
features
•84
The European Union has recently introduced legislation
to limit hazardous substances used in the manufacture of
electrical and electronic devices. Initially and primarily
directed at reduction of the use of lead (Pb), the whole
subject area is generally referred to as "RoHS"
(restriction of hazardous substances).
To help keep track of items where this restriction applies,
an extra column in the Sources and Items Supplied
listings is available. From the Grid Settings (button)
menu, choose 'Show RoHS group.'
Notice that when this menu item is checked, the
rightmost column of the Item Master...Sources grid and
the Vendor...Items Supplied grid have the cells:
n
n
n
RoHS (checkbox to indicate that RoHS applies to
the item)
Doc (a text field of 50 characters to enter an
RoHS complance Document number)
Note (a text field of 255 characters to enter Notes
about compliance)
The contents of these fields is available to various listings
elsewhere in the program, and will appear on the reports
printed from those lists:
ShowAll+Sources, Inventory, Assy Tree,
Purchase List, Kit List
Activities
•85
Setting
Costs for
Parts
The process of obtaining and setting costs in
Parts&Vendors involves:
1. Generating a “Request for Quotation” which can
be sent to each source of an item.
2. Entering the cost information for each item,
which will be used for determining the cost when
generating the purchase list and purchase orders.
Creating RFQ’s
A Request for Quotation (RFQ) can be auto-generated
for all vendors with links to items in a Purchase List, or
created manually for a selected vendor.
To Auto-generate RFQ’s from a Purchase
List—
1. Make the purchase list. See “Generating An
Extended BOM (Purchase List)” on page 95.
2. On the bottom of the Buy page, select RFQ(s) and
set the desired Prompt to Exclude Vendor option.
3. Click the Begin button.
4. On the Starting RFQ Number dialog, modify, if
necessary, the Suggest Next numbering scheme.
Then click OK. (For more information, see “Suggest Next Number Dialog” on page 144.)
5. Enter the buyer, engineering contact, and job
number when prompted.
6. View a list of the new RFQ’s on the Pending
RFQ(s) grid.
7. To view the specific items on the RFQ, bring up
the popup menu (right-click on the List Pane) and
select Show Item + List.
You can print individual RFQ’s by selecting them (on the
Pending RFQ(s) list), and then clicking on the
File...Print>RFQ(s) for Selected Rows option.
•86
RFQ Page
To Manually Generate RFQ’s—On the RFQ page,
choose a vendor from the dropdown list.
Note: When the Show RFQ’s for this Vendor Only
option is selected, the dropdown list for RFQ’s is
limited to the vendor shown. When deselected, the
dropdown list for RFQ’s shows all RFQ’s in the
current data file.
1. Click the New button at the bottom of the page,
or
From the Keyboard, press Ctrl+N, or
n From the menu, choose Edit...New, or
n Click the New button on the tool bar.
2. On the New RFQ dialog, specify a new RFQ number and click OK.
n
Activities
•87
3. At the bottom of the List Pane, click the Line Items
tab.
4. At the top of the List Pane, click the Add button.
5. On the Add Items to RFQ dialog, select one or
more items, and click Add.
6. On the grid, edit the Quote Quantities and other
information as desired.
Note: The Description and QuoteQty cells are
multi-line. Pressing <enter> will insert a new line of
text.
From the menu, choose File...Print or Preview. Today’s
date is automatically entered when printing or
previewing.
Renumbering Items—Sorting items on an RFQ, or
deleting and adding items, can result in non-sequential
item numbers. These can be renumbered. See
“Renumber Items” on page 143.
Setting RFQ Options
RFQ Printing Options—You will be prompted, if that
option is set, to select the shipping address (entered on
the Settings dialog) to appear on the RFQ. Other
selections from the Settings dialog box affect the content
of the RFQ.
•88
:
Shipping and RFQ Addresses
Default shipping addresses are specified on the Settings
dialog, Addresses page. On this dialog, enter the address
(or addresses) and check the appropriate box to indicate
which address is to be the default shipping address for
Purchase Orders, and which line is to be the default
Request For Quotation address.
You can also, depending on the option you choose, be
prompted to select an alternate address.
The Settings dialog RFQ/PO page option for Items on
RFQ’s and PO’s Begin With determines what data is
most prominent on RFQ’s and PO’s.
n
n
n
Activities
Choosing In-House P/N puts that P/N into the
first entry of each line, followed by (in the
Description) Vendor P/N (if any) and Mfr P/N
(if any).
Choosing Vendor P/N puts that P/N into the
first entry of each line (if there is one) or InHouse P/N, with Mfr P/N (if there is one) in the
Description.
Choosing Mfr P/N puts that P/N into the first
entry of each line (if there is one) or Vendor P/N
•89
(if there is one) or In-House P/N (there always is
one).
Entering Costs
On the RFQ Grid—When the vendor responds to your
RFQ, the information received can be entered directly
on the line item of the RFQ. Click the cell labeled “Enter
Costs.” It will turn into a button. Click the button to
open the Cost entry box.
Cost Entry at Levels
On the Sources Grid—Each Source link has its own set
of Costs At Level (vendor price breaks).
Source Costs
•90
HINT: Click in the Vendor, Manufacturer, Mfr P/N, and
Cost columns of the Sources grid. The dropdown
buttons become visible when the focus is in the text box.
Costs for Items Without Sources—It is possible for
items to have no sources but still have a cost. The cost is
filled directly into the Cur.Cost field on the Item Master
page.
Cost At Level (vendor price breaks)—Enter Costs for
as many buy-levels as you have information for.
When making a Purchase List, the program will, if the
Use Source Costs and Use Cost for Nearest Break
options are set, automatically choose the best price
break, regardless of the one you select to show on this
Source link.
Note: To show a particular cost entry on this link,
click on the cost (the record selector will show an
arrow), click on the 3-dot button that appears in the
cell. Click the Close button or press <enter> when
done.
To delete a cost entry, click on the record selector in the
Price Breaks dialog and press the Delete key on the
keyboard.
Note: The vendors' Items Supplied grid works the
same way as Sources, except it is from the perspective
of Vendor. The same links are viewable from either
grid.
Activities
•91
Calculating
the Cost of
Your
Product
The cost of your product is calculated when you generate
the Extended BOM (Purchase List).
On the Buy page, set the desired Number of
Units and the Quantity, Cost and Update options.
n Click on the Make Purchase List button.
View the cost information for the product on the Cost
Summary Tree list pane.
n
Cost Summary Tree
The Cost Summary Tree is built when a Purchase List is
built. This tree reflects the cost of a single unit of the top
level item. Costs of items and subassemblies used in the
calculations are related to the quantity being built. These
costs are determined by the various cost options, cost
breaks, and units of measure, as well as by quantity
options.
Note: If the user changes the list to look at the List
Tree, the Cost Summary Tree will be erased. Make a
new Purchase List in order to view the Cost
Summary Tree.
Some of the Cost Summary Tree columns
•92
The following define the essential (calculated)
columns in the Cost Summary Tree:
CostEach—displays the linked vendor (source) cost for
a single part. It is subject to Cost Options on the Buy
page.
ExtCostEach—displays the linked vendor cost
multiplied by the quantity of that item used on a single
top level item. Calculating the number of parts can be a
complex operation.
For example, the quantity of an item used four times on
a subassembly and used four times on the top level item
is sixteen. The cost, as determined by the Cost Options,
will be multiplied by sixteen to get the extended cost of
the item.
SumOfItems—shows the sum of the cost of all items
on each subassembly.
The quantity of each item in the subassembly is figured
into this sum. This calculation can become complex
quickly. For example, if there are two subassembly B’s on
subassembly A, and three subassembly C’s on B and
eight item D’s on C, the sum for B will include 3 times 8
item D costs, and the sum for A will include 2 times 3
times 8 item D costs (plus the cost of its other parts).
The SumOfItems doesn’t include the linked vendor cost
for a single unit (CostEach) of the subassembly itself,
only the cost of the items in its parts list.
ExtSumOfItems—the cost of all items on a
subassembly (SumOfItems) multiplied by the quantity of
that subassembly used on the subassembly or top level
item it is part of. The ExtSumOfItems of the top level
item is not different from the SumOfItems, as the
quantities were already calculated for a single top level
item.
Activities
•93
TotalAtLevel—the cost of all items on a single
subassembly (SumOfItems) plus the linked vendor cost
for a single part (CostEach) of the subassembly. The
CostEach of the subassembly is determined by the Cost
Options.
A total is listed for each subassembly, and the top level
item is the total of the cost of each subassembly total
multiplied by the number of each subassembly on the
top level item, plus the linked vendor cost for a single
part (CostEach) of the top level item.
ExtTotalAtLevel—shows the total cost of each
subassembly (TotalAtLevel) multiplied by the quantity of
that subassembly used on the top level item. The
calculation of the quantity of a subassembly must take
into account the quantity of the subassemblies it is used
on and the quantity of the subassemblies that
subassembly is used on, all the way to the top level item.
Note: There is only a single top level item, so the
TotalAtLevel and ExtTotalAtLevel of the top level
item are the same.
Use Current Cost for Items with no Source—It is
possible for items to have no sources but still have a cost.
This option uses the cost filled directly into the cost field
on the Item Master.
•94
Generating
An
Extended
BOM
(Purchase
List)
Generation of the Purchase List is one of the primary
functions of Parts&Vendors. The Purchase List can be
used as a simple materials requisition, or it can be used to
auto-generate RFQ’s
and Purchase Orders
.
It is the extended bill of materials (the shopping list) for
all of the items in the assembly tree.
To generate the purchase list:
1. On the Buy page of the Control Pane, choose the
assembly P/N from the drop down list.
2. Enter a value for the Number of Units.
3. Set the Cost, Quantity, and Update options.
4. Click the button: Make Purchase List.
Cost information, based on cost and quantity settings, is
gathered as the Purchase List is being compiled. When
the program finishes gathering the information about all
the items used in the assembly, the list is shown on the
Purchase List grid.
Each item used in the assembly tree is shown only once.
Its quantity requirements are consolidated into one
record, even when the item is used in several places
within that tree.
For the Entire Product
Purchase lists can be generated for all items and
subassemblies in your product. Select the part number
corresponding to your product in the dropdown list (For
Top Assembly) and make the purchase list for it.
For an Assembly
A purchase list can be generated for any subassembly. It
is not necessary to generate it for the whole product.
Choose the part number of the assembly of interest, set
the options and make the purchase list.
Activities
•95
Purchase List Generation
Purchase list generation is described in the next two
diagrams. The first shows the flow of the cost data in
this process. The second shows the steps of building a
purchase list.
Data and options used to build the Purchase List
•96
Purchase List Sequence of Calculations
Activities
•97
The data can be viewed and printed in varying formats.
The three List Pane tabs: Purchase List, By Vendor, and
By Item, all show the same data, but with different
formats.
Cost Options
Cost information is gathered as the Purchase List is
being compiled, and the program will use the
appropriate Cost At Level (vendor price break) for items
with that information in their Sources links.
These options are set on both the Buy page and the Item
Master page.
•98
Buy Page Options
Buy Page Cost Options
Use Current Costs Only—Only the Current Cost on
the Item Master is used for determining CostEach. Price
breaks at varying purchase levels are ignored.
Use Source Costs—use costs as entered via the Sources
definitions for one or more vendors. If this option is
selected, then the following options are enabled.
If Quantity Does Not Qualify for Price Break—The
price break is determined by the correspondence among
quantity needed, the Cost At Level, and the Units of Measure.
When the BuyAs quantity is determined, there may not
be a price break listed for that quantity. If that is the case,
there are two options to choose from:
Activities
•99
n
n
Use Zero Cost and Level: If the item does not
qualify for a price break, the CostEach cost will be
set to $0.00 to indicate there is not a valid cost at
this buy level.
Use Cost for Nearest Break: this option, if the
item does not qualify for a price break, will set the
CostEach to the price break at the level closest
(higher) than the purchase quantity.
Item Master Page Assembly Cost Option
This setting tells the program whether or not to add to
the cost of an assembly the cost of the Vendor (source)
linked to that assembly.
Assembly costs - (when the currently displayed item is an
assembly: Type = CAT or PL).
Add to Total—The linked source cost of an assembly is
included in the calculation of the total cost of the
assembly (in addition to the cost of the items within that
assembly).
Use as Total—The linked source cost is used as the
total assembly cost. This is useful when the assembly was
designed in-house, but acquired as a finished item from
an outside supplier.
Ignore—The linked source cost of the subassembly is
not added to the assembly cost total.
Last Calculated Cost for Assembly—This field is
refreshed after making a Purchase List that includes this
assembly.
•100
Quantity Options
Costs of items and subassemblies used in the
calculations are related to the quantity being ordered,
which depends on the various quantity options.
These options are set on both the Buy page and the Item
Master page.
Calculate for Shortages Only—This option allows the
program to take into account any existing stock of
assemblies and items when calculating quantity
requirements.
Increase Qtys for Over-Kitting—Each item in the
database has over-kitting options (Item Master page,
Kitting tab) to make an incremental increase in quantity
to account for minor loss or spoilage in the
manufacturing area. To apply the settings for each item,
select the Increase Qtys for Over-Kitting option on the
Buy page.
Increase Qtys to Maintain Min Stock—Each item in
the database has a Maintain Minimum option (Item
Master page, Stock tab). Enter the Minimum quantity
and check the When Ordering, Maintain Minimum
checkbox. (Minimum quantities can be viewed on the
Inventory List Pane.) To activate, set this checkbox on
the Buy page.
Reduce Qtys by Items On Order—When this
checkbox is set on the Buy page, the net quantities (in
BuyAs Units) on the Purchase List will be reduced by
quantities for each order status (Pending, Open, Closed)
as marked on the Buy page..
Activities
•101
For orders of each status: Pending, Open, Closed you
can specify the item's quantity to be considered.
Since a Pending order, by definition, has no quantity
received yet, the only choice is Order Qty.
For an open order, you can specify Order Quantity,
Outstanding Qty or Received Qty.
For a closed order, you can specify Order Quantity,
Outstanding Qty (presumably=zero), or Received Qty
(presumably=Order Qty).
The combination of the above quantities will show in the
On Order column of the Purchase List, whether or not
the option to actually 'Reduce by Items On Orders' is
checked.
Other Purchase List Options
When making a Purchase List, these settings will be in
effect.
(In Edit...Settings...)
•102
Enable Buy in Multiples Of—Enter a ‘Buy in
Multiples Of ’ quantity on the Sources grid.
Adjust Fractional Quantity—This allows the program
to adjust the order quantity to a whole number. For
example, if the BuyAs Unit of Measure for an item is not
usually ordered fractionally—e.g., each reel of 5000, box
of 1000, gallon, feet— and 5200 are needed, the
program can automatically adjust the order quantity up
to the next whole number (2 reels or 6 boxes,
respectively, will be ordered).
Set the Prompt when Running checkbox if you want to
review each quantity adjustment when making a
purchase list for a product.
Increase quantity to next break if total cost is the
same or less—Vendors’ price breaks often create an
opportunity to reduce the total expenditure for what is
to be ordered by increasing the order quantity to reach the
next break, where the reduced cost results in a lower
total for more items. When this option is checked, the
program will look ahead to the next price break, and, if
the total is less, increase the BuyAsNet (which will
become the order qty on a PO).
Consider negative inventory as zero when calculating
shortages for purchase lists and orders—if checked,
negative inventory values are ignored during PL and
order shortage calculations; if unchecked, they are
subtracted from inventory balances.
Activities
•103
Status
Panel
Certain grids can have a Status panel that shows
information about items on the list.
This is invoked by clicking the small "i" button above the
list, or, from the menu View...Show Status Panel.
The most useful of these would be for the Purchase List.
Cells on the grid are color coded to indicate various
conditions:
1. Assy has existing stock, reducing child items
needed.
Users will occasionally not understand why the
UseNet or BuyNet quantities on the Purchase List
are reduced from what they expect. This feature
will flag the fact that these items are already
contained within the available subassemblies.
2. Item has no Primary Source
The Purchase List compiler looks for a source
marked as Primary for each item to get its cost
and units data. This shows items that have no
Primary source so you can go create one.
3. Quantity does not reach first available price break
You enter "price breaks" into the Cost entry box
on item Sources. The AtLevel value defines the
minimum purchase quantity at which the cost is
valid. This flag shows items where the purchase
quantity is less than the lowest break, so you can
revisit the item's source and make cost entries that
•104
accommodate the (lower) quantities that your
Purchase List is calling for.
4. Item's Source has no non-zero cost entry at level.
This flag shows items that have no cost entry, or
where the entry is zero, so you can revisit the
item's source and make a suitable Cost entry.
5. Parts List set to Not Expand
This flag shows parts lists that are set to not
expand (a setting made on the Item Master page).
This is a setting that is normally made when you
acquire the item from an outside supplier, buying
it as you would an individual component. In this
case, the items contained within the assembly are
not included on the Purchase List.
6. Empty parts list.
This flag calls your attention to an item whose
Type=CAT or PL (intended to be an assembly),
but that has no items on its parts list. While this is
not a problem, an empty parts list is probably an
unintended condition, and the item should
probably be designated with a Type=PS or DWG.
Activities
•105
Ordering
and
Receiving
Purchase Orders can be automatically generated for all
items in an assembly tree or created manually for a
selected vendor.
The process of ordering parts and updating inventory in
Parts&Vendors involves:
1. Generating a “Purchase Order” which can be sent
to each Vendor for an item.
2. Entering the quantities of received items.
PO Page
•106
The Purchase Order Page—The information on the
different sections on the PO page comes from different
places.
Date Issued and Date Closed
These fields are automatically filled in by P&V. The
Purchase Order’s Date Issued field is filled in when a
PO is printed or previewed. The Date Closed field is
filled in when the ReceivedAll checkbox for each item is
checked or the cumulative quantity of partials received all
equal or exceed the order quantities.
Date Required
The PO Date Reqd field is set as a text field by default so
non-date text such as 'ASAP' can be entered. The
disadvantage of this is that a column that contains this
data will not sort properly with normal date formats,
such as M/d/yyyy. This results in orders like:
1/10/2005, 10/10/2005, 2/10/2005 etc.
If the date format in the program (and Windows) is set
to display as yyyy/MM/dd, this will show the leading
zeroes for months and days, and this will sort correctly,
however, this format is odd and not what people are
used to and is likely to cause confusion. 2005/01/10,
2005/02/10, 2005/10/10.
To remedy this, the Date Reqd field can be set (by a
PVAdmin user) to use a true date field in the database,
thereby resulting in correct sorting in a column that
contains this data. The pure date field will not, however,
accept text entries.
Activities
•107
Vendor Information
The Delivery Required, Terms, F.O.B., Names, and
Notes fields apply to all purchase orders for the selected
vendor and the information viewed here comes from
information entered on the Vendor page.
Default for these items can be set on the Edit...Settings,
RFQ/PO Options page. If the “Default PO Notes from
text file” option is set, the Notes field is automatically
filled with the text of the file specified with that option.
Purchase Order Information
The Insure, Ship, and Use Our Shipping Account #
fields must be set for each Purchase Order. The shipping
method can be specified from the dropdown list or a
new entry can be typed in.
To Auto-generate PO’s from a Purchase
List—
1. Make the purchase list. See “Generating An
Extended BOM (Purchase List)” on page 95.
2. On the bottom of the Buy page, select Purchase
Order(s) and set the desired Prompt to Exclude Vendor option.
3. Click the Begin button.
4. On the Starting PO Number dialog, modify, if necessary, the Suggest Next numbering scheme. Then
click OK. (See “Suggest Next Number Dialog”
on page 144.)
5. Enter the buyer, engineering contact, and job
number when prompted.
6. View the PO’s on the Pending PO(s) list.
7. To view the specific items on the purchase order,
bring up the popup menu (right-click on the List
Pane) and select Show Item + List.
•108
You can print individual PO’s by selecting them (on the
Pending PO(s) list), and then clicking on the
File...Print>PO(s) for Selected Rows option.
To Manually Create Purchase Orders—On the PO
page, choose a vendor from the dropdown list.
Note: When the Show PO’s for this Vendor Only
option is selected, the dropdown list for PO’s is
limited to the vendor shown. When deselected, the
dropdown list for PO’s shows all PO’s in the current
data file.
1. Click the New button at the bottom of the page,
or,
From the Keyboard, press Ctrl+N, or
n From the menu, choose Edit...New, or
n Click the New button on the tool bar.
2. On the New PO dialog, specify a new PO number
and click OK.
n
3. At the bottom of the List Pane, click the Line Items
tab.
4. At the top of the List Pane, click the Add button.
5. On the Add Item(s) to PO dialog, select one or
more items, and click Add.
6. On the grid, edit the Quantities and other information as desired.
Description Field Data
The Description field for line items on an RFQ or PO
contains relevant data from various parts of the database.
The user can specify what data is entered there when an
item is added to the list.
Activities
•109
Click in the Description field or the P/N field and a
button appears. Click that button to open the Line Item
Description dialog box.
Choose what data is to be included by checking the 'Use'
column.
If the data should be on its own line, check the 'New
Line' column.
If a caption is necessary to identify what the data is,
check the 'Caption' column.
The order of items can be changed by moving them up
and down on the list. Select a row by clicking on its
record selector (to highlight the row), and click the up or
down buttons to move the item.
The settings apply when the next item is added to the
RFQ or PO.
•110
The Description field can also be edited after an item is
added to the list.
1. Click in the cell and then right-click to open
the popup menu.
2. Choose Zoom Text for a larger edit-window
for this information.
The Zoom window can be resized and positioned as desired,
and will remember its last-used position.
When the order is edited and ready to be sent, choose
File...Print or File...Print Preview. Today’s date is
automatically entered when printing or previewing.
Note: Your issuance and the vendor’s acceptance of
a purchase order constitutes a contract subject to
uniform business codes and applicable commercial
law. For that reason, among others, it’s standard
business practice to review a PO to make sure it says
what you want to say before sending or faxing it.
Renumbering Items—Sorting items on a PO, or
deleting and adding items, can result in non-sequential
item numbers. These can be renumbered. See
“Renumber Items” on page 143.
PO Printing Options—You can be prompted to select
the shipping address (entered on the Edit...Settings dialog,
Addresses page) to appear on the PO. Other selections
Activities
•111
from the Edit...Settings dialog box, RFQ/PO Options
page affect the content of the PO.
Ordering Random Items--Order This Item
feature
Initiated by clicking the popup menu item 'Order This
Item' from any listed item that has a P/N reference. For
the P/N on the item master, choose Edit...Order This
Item.
Immediately puts any vendor-linked item on a Pending
purchase order, or, if no order exists, creates a new order
for it without visiting the PO page.
Click on the desired Source to identify the vendor. Enter
the quantity and specify if this is for UseAs units or
BuyAs units. Then click the ‘Put Item on Order’ button.
If there is no pending order, the program will prompt for
a new PO number. Upon clicking OK, the new order
will be created and the item added.
Converting an RFQ to a PO
This command converts an RFQ into a Purchase
Order. If the RFQ was auto-generated from a Purchase
List the new PO should retain the quantities from the
calculations made at that time.
•112
Viewing Purchase Orders
1. With the Control pane on the PO page, click the
ShowAll tab below the grid. The default listing is
All Orders (no filter on the list).
2. From the Filter dropdown list on the main window’s toolbar, choose one of the filters:
P&V Show Open Orders
P&V Show Closed Orders
P&V Show Pending Orders
Note: The list of orders can be sorted by any
column by clicking on the column header.
3. Hold the control key when clicking to sort in
descending order.
4. To select a secondary sort column, hold the shift
key when clicking.
Updating Item Costs On a Purchase Order
Only
It may be useful to change the costs on a PO without
changing the database. When costs for an item are edited
on the cost cell—without clicking on the cell button, the
main database is not automatically updated. (To change
an item’s cost in its link to its vendor, click the button in
the Cost cell and edit the price breaks.)
Note: Because the cost is retrieved from the cost in
the link to the vendor when the quantity is changed,
edit the quantity prior to changing the cost. The
Extension will be calculated using the edited (and
unsaved) cost.
Activities
•113
Updating Costs
Setting the word ‘ADVISE’ instead of a cost
entry on a PO.
Sometimes it may be desirable to place an order for
items for which you don't have the exact current vendor
price for. You are willing to accept the vendor's
prevailing price. Rather than enter a wrong price,
possibly delaying the vendor's action on the order, you
can enter the word 'ADVISE', instructing the vendor to
charge his prevailing price and to advise you, later, of
that value.
The database does not accept text entries into the
numeric Cost field, but entering a negative value into
that field will result in the 'ADVISE' text showing on the
screen and printed report.
•114
If you need to enter a negative value for the line item (to
represent a credit, for example), make the Quantity entry
negative rather than the Cost, for the same result in the
cost extension and total.
Turn this feature on and off from
Edit...Settings...RFQ/PO.
Entering Quantities for Received Items
1. Go to the item on its order:
On the PO page, type the PO Number into the
PO # box, or by choose the PO # from the
dropdown list.
Click on the Line Items tab at the bottom of the
List Pane, if it is not already selected.
Go to the item on the list. If there are many lines
on the order you can use the Find dialog to find
an item in the grid.
2. Received All (you have received the full Order
Quantity for the item):
Click the ReceivedAll checkbox in the right-most
column on that row.
3. Received a Partial Order (you have received only
part of the Order Quantity for the item):
Enter the quantity received (in Buy As units) in
the RcvePartial box in the right-most column on
that row.
Right-most columns of PO Line Items grid
Activities
•115
The program will prompt to adjust the Stock Quantity
for that item.
When all items have been received, the program will
automatically insert the Date Closed for the order.
Confirmation will be requested before editing an order
after it is closed.
Qty Received—Shows the quantity received to-date.
•116
Setting RFQ and PO Options
On the Edit...Settings, RFQ/PO Options page, the top
items allow you to specify which P/N (Manufacturer,
Vendor or in-house) to lead RFQ’s and PO’s. See
“Setting RFQ Options” on page 88.
The lower fields allow you to define several behaviors in
RFQ’s and PO’s as follows:
n
n
n
Activities
Update linked Source Cost when edited on a PO enables
costs to be automatically recalculated.
Default PO Notes from text file—if checked, the field
on the right should be used to specify a text file
that contains information about the Purchase
Order.
Date Required, FOB, Shipping Acct—here you can
enter default values for these fields.
•117
n
n
n
n
n
Winfax
Support for
RFQs and
POs
•118
Tax Caption—you can enter a default heading for
tax such as “VAT” for United Kingdom or “Sales
Tax” for USA.
Tax Rate—specifies the default rate used in
calculations.
Default all Items as Taxable on New POs—as items
are added to an order, they will be marked as
taxable on that order.
Include taxes in Totals by Job# Report—affects the
report printed from the Totals by Job grid.
Use 2nd Tax on Orders—Some countries, such as
Canada, have a need for two separate tax fields,
one for Provincial level tax and one for Federal
level tax. This option provides the second tax
field that will appear on screen and on printed
orders. The option to apply the second tax is
settable on each order. Set the default here.
See this manual’s Printing and Faxing section on page
157
Building
Product
The kit list is the list of items to be removed from stock
and transferred to manufacturing for building. The
NetKitQty on the Kit List is used as the basis for
adjusting the inventory counts to reflect the removal of
those items from stock.
Creating the Kit List
1. On the Build page of the Control Pane choose the
P/N for the assembly from the dropdown list.
2. Enter the quantity to be made.
3. Click the Make Kit List button.
Build Page on Control Pane
Activities
•119
4. When the program finishes gathering information
about all of the items used in the assembly tree
specified, it will display the kit list.
Note: You may want to print labels that will
identify those items when removed from stock.
Over-Kitting Options
Over-kitting options are used in the calculations for
generating the Purchase List and the Kit List. These
settings provide the ability to over-kit items subject to
inexact use, loss, or spoilage at the assembly area. This
can happen to parts such as tiny fasteners or lengths of
material subject to cumulative cutting errors. Over-kit to
avoid inconvenient shortages of these items at the
manufacturing area.
For more information, see “Increase Qtys for OverKitting” on page 101.
•120
Kitting Options on Item Master
Use Available Subassemblies Implications—Setting
this option will reduce the required quantities of items
that are already in these finished subassemblies.
Adjusting Inventory
Parts&Vendors offers some simple inventory
management tools for controlling stock:
n
n
n
Minimum Stock - each item in the database has a
Minimum Stock Qty, and Order quantities can be
optionally adjusted to maintain those levels.
Adjust Inventory when pulling Kits - The
program can reduce the stock quantity for all
items being put into kits.
History of bulk inventory adjustments - keeps a
record of the Who, What and When of changes
made to inventory.
Cleanup before adjusting inventory—
n
n
n
The quantities in the kit list can be edited.
Rows can be deleted.
The list can be filtered.
Adjust stock for a single item—
1. On the Item Master page, choose the item from
the dropdown list.
2. From the menu choose Edit...Adjust Stock.
3. Enter quantity and click OK. Stock can be
increased or reduced by entering positive or negative quantities.
Note: The shortcut keys Ctrl+K and Ctrl+R can
also be used to adjust the stock quantity.
Activities
•121
Adjusting Inventory for Kits—After compiling a Kit
List, the next step is to physically remove the items from
stock (putting the items in bags, bins, tubs or whatever
containers are appropriate for transport to the
manufacturing area)
To reflect the physical reduction of the stock for all items
in the Kit List, find the Adjust Inventory tool and the
“Kit -” button on the bottom of the Build page.
•122
Inventory
Valuation
Parts&Vendors provides two separate methods of
calculating the value of your inventory. Both are
described in this section.
• Inventory Valuation Summary Report
• Sum of Column on Inventory Grid
Inventory Valuation Summary Report
From the Item Master / Inventory grid, choose
File...Print or File...Print Preview.
From the this grid only, after prompting for the report
title, you will be prompted to print a normal (tabular)
listing, or to print the Valuation Summary . Choose 'No.'
To identify items that do not have valid cost information,
you can cause the report to list these items below the
summary section.
Activities
•123
The report below lists items with incomplete cost data.
If the user had selected 'No', then only the header
information would have printed.
Inventory Grid - Sum of Column
A valuation of inventory can also be calculated from the
Item Master / Inventory grid.
Select the fields that are to be displayed, making sure that
Cur/Assy/MFExtCost is visible on screen.
The Cur/Assy/MFExtCost is a special composite field,
meaning that it gets the values from different places
depending on the nature of the part.
• Cur comes from CurrentCost for items that are
PS/DWG and not Made From parts.
• Assy comes from the Last Calculated Assy Cost
(under the Assy Cost tab on the Item Master) for
items of Type=CAT or Type=PL. This value is set by
the program when a Purchase List is generated on the
Buy page for this P/N or a higher level assembly.
•124
• MF comes from the Last Calculated Made From Cost
on the M/F Cost tab on the Item Master for
PS/DWG parts that are Made Froms. This is generated by the program when a Purchase List is generated on the Buy page for an assembly that includes
this P/N.
NOTE: Not being "inventory software," Parts&Vendors
does not keep an average cost for each item in the
database. The value associated with an item is generally
the last cost. This is based upon the most recent refresh
of costs from making a Purchase List (on the Buy page).
For these values to be realistic, be sure to have the cost
Update options (on the Buy page) turned on when
making "real" Purchase Lists, and turned off when
making Purchase Lists for hypothetical or "blue sky"
costing scenarios.
You can optionally filter the grid to exclude items whose
Status = Obsolete.
On the Inventory grid, right-click in the
Cur/Assy/MFExtCost column (not on the column
header) to open the popup menu.
Activities
•125
Choose the Sum of Column item.
The following prompt will appear. Since the
Cur/Assy/MFExtCost column is already extended by
•126
the value of the Stock field for each P/N, choose 'Yes'
for straight Sum.
The sum of the column will appear at the bottom of the
grid.
If a report is printed from this grid (before it is
refreshed), the report will look similar to that below, with
the Sum appearing on the last page of the report.
Activities
•127
•128
Client and Job Databases
Client Page
The EX and ECO Editions of Parts&Vendors includes a
basic Client database. It can be used to store the names
and contact information for your repeat clients.
NOTE: Although there is not a technical limit on the
number of entries, we recommend against letting the size
of your database expand in an uncontrolled manner with
large number of one-time entries. This is not a point-ofsale program, and in Trilogy Design’s opinion, it's best to
leave the priority to (finite) item and product data, and
not (the ever accumulating) entries of one-time sales.
Client and Job Databases
•129
The Client page is similar to the Vendor page, where you
can enter address, notes, contacts, account particulars
(terms, code, account number, etc.), and shipping
address.
You can set the caption for Client, Customer or a term
of your choosing from Edit...Settings...Preferences. This
caption will show on listings and on printed reports.
•130
Job Page
The Job page is similar to the RFQ and PO pages.
Specify a Client from the upper dropdown list.
Click 'New' to create a new Job.
The Job# has the same ‘Suggest Next’ features as new
P/Ns, RFQs and POs.
The Date Created is not automatically entered, but with
the cursor in the Date Created box, press ‘D’ or Ctrl+; to
enter today’s date. As with other date fields, the + and keys will cause the date entry to advance or go back..
Client and Job Databases
•131
A Job consists of line items (Tasks) that can be items
from the database or entered as 'Other' for items or
services not in the Item Master.
The first line of each task shows the P/N of the item.
This can be edited if the P/N does not adequately
describe the item.
The Description field is populated with supporting data
based on the Line Item Description settings. Click in the
Description cell. A button appears. Click the button to
open the Line Item Description selection window where
you can specify the data that is entered when a new line
item is added.
A price can be entered for each line item.
A separate Notes field can hold additional (internal)
information about the item.
•132
Notice that the File...Print Preview, File...Print and
File...Print to PDF menus give choices of reports to print
from the grid.
Tasks--this is your internal report. The default report
title is "Work Order" but can be edited to other text.
This report shows the line items without prices, plus any
internal Notes.
Quotation--this report shows the line item and price.
Notes are not included.
Invoice--this report shows the line items and price.
Notes are not included.
Packing List--this report shows the line items without
the price. Notes are not included.
Hide certain Job line items from reports
The Job Line Items grid has a column with cells
captioned: Quo and Inv/Pkl.
Uncheck Quo to hide that line from the printed
Quotation.
Uncheck Inv/Pkl to hide that line from the printed
Invoice and Packing List.
All line items always show on the Tasks report.
Client and Job Databases
•133
Scanning and Printing Barcodes
Barcode
Device
Setup
P&V is designed to work with bar code scanners that
have a so-called 'wedge' (keyboard) interface. That is,
scanned data comes in like keyboard keystrokes. The
focus must be on the Bar Code Scan dialog (the dialog is
the active window). To open the Barcode dialog choose
View...Bar Code Input from the main program menu.
This feature is designed to work with in-house part
numbers only.
Set the program and the scanning hardware to match:
The program is designed to expect a one-character scan
preamble to preceed the incoming bar data. This can be
any keyboard character or most high ASCII characters.
On the Settings tab, type or scan the preamble into the
textbox. (The number shows the ASCII value.)
Set your scanning device to send the same preamble
character. Instructions on how to do this will be in the
user manual for that hardware device.
The program expects a scan terminator. Set the scan
terminator and the scanning hardware to match.
•134
Using
Barcode
Input
Adjust Stock for scanned items
First enter a quantity or set the option buttons to
increment or decrement stock for the item. Then scan
the barcode. The program will indicate if the item was
found in the database and the operation was successful.
Adjust Stock works in UseAs units of measure, same as
editing the Stock value on the Item Master.
Receive Item on a PO
First enter the quantity or click the All option button.
Then scan the barcode. The program will indicate if the
item was found on an order and the operation was
successful.
Scanning and Printing Barcodes
•135
Receive Item works in BuyAs units of measure, same as
receiving on a PO. Stock adjustment and closing of PO
(when all line items have been fully received) is the same
as receiving directly on the PO.
If there are more than one open POs that the item could
be received against, the program will require going to the
PO to identify it.
Find an item in the database
Scan the barcode and, if the P/N is found in the
database, it will jump to that item on the Item Master.
Printing Bar
Codes
•136
Bar codes may be printed on labels.
One line of a label can be set to show the bar code. If
the bar code is set to appear on line 1 - 4 and the next
line is left unassigned (blank), then the printed bar code
will be expanded vertically to fill the space for two label
lines.
Set the bar code style from the dropdown list.
By default, some bar styles (such as Code 39) are printed
with a check digit. You can (and should) set your bar
code scanning device to NOT send the check digit when
scannng. Consult your scanning device user manual to
determine how to make this setting.
Scanning and Printing Barcodes
•137
Tools Applying to Lists
Show All
The Item Master, Vendor, Manufacturer, RFQ, and PO
pages all have a Show All list, where all the entries of the
page category can be viewed.
In order to edit or delete entries from the Show All grid,
click on View…Allow Editing on ShowAll Grid. You will be
able to edit entries until you view a different list. On
returning to the Show All grid, click the menu item again
to edit further.
After deleting selected entries, click the menu item again
to edit or delete items on the grid. Note however, that if
an entry has links to other records, you may not be able
to delete it.
Popup
Menu
Right-clicking with the mouse will bring up the popup
menu, with the options shown below.
Popup menu for the Parts List Grid
Show Item—See “Show a listed item’s specification” on
page 41.
Show Item + List—See “Show a listed item’s List” on
page 42.
Find—See “Searching” on page 147.
•138
Sum of Column —See “Sum of Columns” on page 149.
Count Ref. Designators—See “Count Reference
Designators (Parts Lists)” on page 74.
Grid Settings menu
Alternate Line Color—Alternate line colors can be set
to make readability across long rows easier. Each grid
can have its own color scheme. To select alternate colors
in rows: right click on the grid and choose Alternate Line
Color.
Font—Changes made to the font type, style, and size
affect all the lists except for the tree views. The default is:
MS Sans Serif, regular, 8 pt.
Reposition to Current Row after Sort——When
unchecked, the first row will be the current row.
Wrap Text—Setting the wrap text option prevents
partial words from being displayed in the grid columns
Adding
Items to a
List
Clicking the Add button at the top of the List Pane
opens an “Add Items to a Parts List” dialog. Its
appearance depends on the currently displayed list, but
the operation is the same for all.
All the following actions add items to a list. On the Add
Items dialog:
n
Tools Applying to Lists
Click on an item to select it, for adding to the list.
•139
Shift+click another item to select a continuous
group of items to be added to the list.
n Ctrl+click other items to select random items on
the grid to be added to the list.
Double-click to immediately add any item to the list.
n
Add Items Dialog
The dialog box is shown with several items selected,
ready to be added to a parts list.
Adding an item to a list (parts list, line card, sources,
items supplied, and so on) does not make a new copy of
the item for that list. Instead, the program creates a link
the already-existing item.
Fast Find
Begin to type the text of any item and the grid will scroll
to items that begin with that text.
•140
Add Item Quantity
If you select a single item to add to a list, the quantity to
be applied can be entered in the Qty entry box.
When several items are added to a list in different
quantities, edit the quantity on the list after the items are
added.
The quantity can always be edited after the items are
added to the list on the List Pane grid.
Adding Items to the List Tree
On the tree, select the assembly or subassembly to add
items to. Then follow the instructions above for adding
items to a list.
Special tools to Search or Filter the Add
Item list
Notice the textboxes above each column and the
Search/Filter toggle button at the extreme right of the
dialog.
When in the Search mode (as above), typing into the
textbox above the desired column will cause the list to
scroll to the first entry that begins with that search text.
Tools Applying to Lists
•141
When in the Filter mode (as above) typing into one or
more textboxes will apply the text as a Filter to the
listing. The match criteria is that the field contains the
entered text.
These tools enable you to find the desired items easily
and quickly.
Removing
Items From
Lists
Removing an item from a list generally does not delete it
from the database. It only unlinks it from the current
listing. The item remains in the database, available for
use elsewhere.
To remove items from a grid:
1. Use the mouse to select one or more items by
clicking on the gray record selectors on the left
edge of the list.
Shift+click to select a continuous group of
items.
n Ctrl+click to select random items in the list.
2. Click the Remove button at the top of the list, or
press the Delete key on the keyboard.
n
To remove items from the List Tree:
1. Highlight the item to remove by clicking on it.
•142
2. Click the Remove button at the top of the list, or
press the Delete key on the keyboard.
Note: Removing (or Deleting) items from the Show
All, Inventory, Not Used or History Lists does delete
the item from the database Also, some items cannot
be removed.
Renumber
Items
Sorting items on an RFQ, PO, or Parts List, or
deleting and adding items, can result in nonsequential item numbers. To renumber the items:
1. First set the desired sort order for the list by
clicking on the heading above the column to
sort by.
2. From the main menu, choose List...Renumber
Items. The Item Numbers will be renumbered
from 1 to N.
Suggest
Next
Number
When auto-generating RFQ’s or PO’s, or obtaining a
part number for a new part, the user can create the
template for numbering the next item in the sequence.
The dialog (captioned New Item, Starting RFQ Number or
Starting PO Number) allows the user to set a prefix or
suffix to be automatically incorporated in the next
sequential RFQ or PO number, respectively. This occurs
on the Buy page, when generating PO’s or RFQ’s.
Tools Applying to Lists
•143
Suggest Next Number Dialog
There are several numbering options on this dialog
box. For RFQ’s and PO’s, the first option is most
appropriate.
1. Set a prefix or suffix or both to a number that
is automatically incremented as RFQ’s or
PO’s are generated.
2. After x number of characters fixed length
prefix generates numbers in blocks, filling in
the x number of characters with a “?”. The
user can then replace the “?”s with the
desired prefix.
3. After x occurrence(s) of a specified character
generates the RFQ number with groups of
two question marks, to be replaced by the
user, and with the specified character between
the question marks until the specified number
of occurrences of that character is met.
4. After non-numeric prefix, if any.
Replace
•144
You may need to replace an item on a Parts List with a
different part. This can be done by selecting the item and
then clicking the Replace button.
Used On
Two methods are provided for you to view a list of the
subassemblies an item is used on:
n
n
Filtering
On any list pane containing item information,
click on the Used On button above the grid.
There is a Used On list grid tab available when
you’re on the Item Master page.
Listings on the grid can be filtered by multiple selection
criteria that a user specifies.
Any filter can be saved under a user-specified name. A
saved filter can then be reapplied by choosing it from the
dropdown list, either from the Filter By... dialog, or from
the Filter dropdown on the Tool Bar.
n
On the List Pane, just above the grid, click the
Filter By... button. Or, from the main menu,
choose List...Filter By....
Example
A filter for the Item Master Show All grid displays only
items that have the text “Res” in the Title field; do not
have the word “carbon” in the Title field, and have a
P/N suffix of “-473”. This filter has been saved as Non
carbon 47K resistors.
Example of a Filter
Tools Applying to Lists
•145
Match—When set to All, only rows containing all filter
conditions will be displayed. When set to Any, rows
containing any one of the filter conditions will be
displayed.
Fields—All fields which apply to this list (but may not
appear on the list) are shown in this dropdown box and
are available for setting filter criteria.
Include/Exclude—This option determines if a record
should or should not have the filter criteria of that row.
Compare—The relationship of the field to the Data or
Field can be selected from this dropdown. Different
types of fields (e.g. date, data, true/false) allow different
selections of relationships.
Data or Field—If the Field checkbox is unchecked, this
column contains data. If the Field checkbox is checked,
this column becomes a dropdown list of fields whose
value is compared to that of the Fields column,
depending on the relationship selected in the Compare
column.
Field—A filter can compare the values of two fields. To
do so, click the Field checkbox and then choose the
second field to compare against. The Compare
dropdown list provides choices of Equal, Greater Than
and Less Than.
•146
Note: On the PO page, Totals By Job # grid, the
Filter By button brings up a different dialog box,
allowing filtering by job number, date, and status.
Searching
The Find dialog enables the user to locate a record based
on certain data.
In the Entire Database—
1. From the menu, choose Edit...Find, or
2. Click the binoculars button on the tool bar, or
3. Choose Find from the popup menu when rightclicking on the Control Pane.
4. Enter the text to search for and click the Search
button.
In the Current Listing—
1. Right-click in the column to search.
2. Choose Find from the popup menu.
3. Enter the text to search for and click the Search
button.
Tools Applying to Lists
•147
Note: If the Find dialog is opened from the popup
menu on either the Control Pane or from the Grid,
the Field to Search will automatically be set to the
current field.
Find Dialog
Found Items List—
This is the list of items that meet the search criteria.
Select one and click the GoTo button, or double click on
any item to jump to that item within the search scope.
Close on GoTo—
Jump to any Found Item by double clicking on the item
in the list. Or, click the GoTo button. If Close on GoTo
is checked, the dialog will automatically close. If not, it
will stay open ready for another search or jump.
View
History
A dropdown list on the toolbar lets you choose from the
last 50 views. This permits quick navigation back up
through the parent levels of an assembly tree after doing
one or more Show Item + List on a Parts List grid (drilling
into the assembly).
Note: the history list is for the current session only.
•148
The hotkeys Alt + Left arrow and Alt + Right arrow will
move back and forth through the View History.
Notes
The Notes field provides a place to keep comments
about the currently displayed item. This field will hold a
large amount of text (approximately 60K).
Notes for Purchase Orders can be automatically entered
from a file by checking the box and specifying the name
of that file: Edit…Settings…RFQ/PO Option: Default PO
Notes from text.
Sum of
Columns
To sum a column or get the sum of one column
multiplied-by another column on a grid view of the List
Pane, do the following:
1. Click in the column you want to add. (Don’t click
in the column headings; click in the data of a
column.)
2. Right-click to view the popup menu.
3. Choose Sum of Column.
For a straight Sum, click Yes on the prompt.
For the Sum of a Column multiplied-by another
column, click No on the prompt and then click
anywhere in the column that is to be the
multiplier.
The total will show at the bottom of the grid under the
column. If the grid is a single-row-per-item grid, the total
and its label will show on the bottom of its printed
report.
Tools Applying to Lists
•149
Currencies
Parts&Vendors supports multiple currencies. Costs can
be entered and/or displayed in your local currency or in
a foreign currency.
Definitions:
• Local currency - your local currency, set in Windows...Control Panel...Regional Options.
• Foreign currency - another currency defined by
your entry in menu: View...Currencies.
• Vendor currency - the currency selected for a particular vendor on the Vendor page of the control pane
under the Currency tab.
• Common exchange rate - applies to all vendors set
to use the common rate.
• Vendor-specific exchange rate - applies to this
vendor only; entered under the Currency tab on the
Vendor page of the control pane.
• Document exchange rate - applies to an Issued
Purchase Order; saved with that order; does not
change when the exchange rate entries are changed.
Vendors' cost entries remain unchanged by variations in
the exchange rate. Switching the display to local
currency will show the changed costs resulting from a
change in the exchange rate.
•150
Enter
additional
currencies:
From the menu choose View...Currencies.
Enter as many currencies as needed. Exchange rates
may be entered and edited here.
Set a vendor's currency:
On the Vendor tab of the control pane, select the
Currencies tab.
Choose a currency from the dropdown list.
Set vendor to use the common exchange rate or its own
dedicated exchange rate.
Currencies
•151
When viewing the Items-Supplied grid for a
vendor that has a foreign currency,
a currency header appears that permits selection of the
currency displayed.
The exchange rate can also be edited here.
Costs can be entered in either your local currency or in
the vendor's currency. When entering a different
exchange rate, the vendor's pricing remains constant.
When displaying of costs in your local currency the
values will reflect the different exchange rate.
When viewing RFQs or Purchase Orders for
a vendor with a foreign currency,
the currency header appears that permits selection of the
currency displayed, like the grid described above.
Once the Purchase Order has been Issued (printed), the
exchange rate is saved with that document and does not
change with subsequent changes in the exchange rate
value.
•152
When Printing - The selected currency option button
will determine the currency shown on the printed report.
When Merging - If source file currency for a vendor or
PO already exists in destination file, destination
exchange rate will be left undisturbed.
If merging a PO and the vendor does not exist, a new
vendor will be created that will have default (local)
currency, irrespective of currency setting in source file.
Currencies
•153
Printing and Faxing
Reports
The main window’s List Pane has two types of grids:
single-row and multi-row.
When printing from a single row grid, the resulting report will
print in a format similar to the layout of the on-screen
grid (WYSIWYG).
Adjust the column width by dragging the right edge of
the column header with the mouse. Adjust the column
position by dragging the column into position with the
mouse from its column header. The new widths and
positions are automatically saved by the program and
used whenever you return to that grid.
The printed page will show as many columns as will fit
on the page. The column headings on the grid for those
columns that will fit on the report are black. Those of
columns outside of the report area are grayed.
Use Page Setup to set the page orientation to Portrait or
Landscape. (See “Page Setup and Print Setup” on
page 154.)
When printing from a multi-row grid, the resulting report is
one of the Formatted reports.
The layout of these reports is fixed and does not change
when column widths are changed on the screen.
Note: PO, RFQ and Purchase List By Vendor and
By Item reports print in Portrait mode only.
Page Setup and Print Setup—Under the File menu,
you’ll find the Page Setup dialog and the Print Setup dialog.
Use the Print Setup dialog only to choose the default
printer. Use the Page Setup dialog to select portrait (tall) or
landscape (wide) printed page layouts, as well as specific
report settings.
•154
For P&V, you’ll most often want to visit the Page Setup
dialog for setting the report orientation and page
margins.
On the bottom of the Page Setup dialog, you will see a
variety of options, depending on the listing you’re
preparing to print. For example, in the screen below
(right), you can see additional selections on the Parts List
view on the grid.
Page Setup dialogs for different parts list Reports
Printing
Multiple
Parts Lists
Sometimes it is useful to print all the parts lists for a
product at once, such as when Kitting for a build, and
desiring to send documents along with the parts to the
production area. Or, when wanting to output all the
printed reports at once to deliver to a client.
Display the Assy Tree for the product of interest.
From the menu choose File...Print...Separate Parts Lists.
The program will print all of the expanding, non-empty
parts lists in the tree just the same as if each one were
brought up separately on the Parts List grid and Print
was clicked for each one.
Printing and Faxing
•155
NOTE: Since the lists will be printed as though the
program were on the Parts List grid, be sure to check the
format (1,2,3 lines per item, columns, printer choice,
orientation, etc.) before clicking OK.
PDF Files
Any report can also be printed to a PDF file, readable by
Adobe Acrobat. A free reader program is available for
download on the Internet at the Adobe internet website.
A link to the Adobe site is on the Trilogy Design website.
From the main menu, choose File...Print to PDF File.
•156
Faxing
RFQs and
POs
P&V will fax one or a whole group of RFQs or POs to
their respective vendors if Winfax is installed on the
same computer. The Vendors’ fax numbers are sent to
Winfax with each document.
The faxing feature is available from four places:
1. RFQ page, line items grid
2. PO page, line items grid
3. Buy page, Pending RFQs grid
4. Buy page, Pending POs grid
From these grids, the File menu has these special items:
Set the Fax (Winfax) device name from the first menu
item. This setting will be saved.
The menu will appear in RFQ or PO context, and the
setting that you make for each is saved separately for that
context.
When faxing (selected line items) from the Buy page
(Pending documents), choose File...Print to send the
documents.
Printing and Faxing
•157
Printing
Labels
You can print data from the currently displayed grid to:
Sheet-style laser / inkjet adhesive backed labels
n Dymo/CoStar LabelWriter single label printer
n Seiko Smart Label single label printer.
This is useful for preparing kit bags to give to assembly
houses or for inhouse prototyping and assembly groups.
n
1. Choose File...Print Labels.... from the menu.
2. In the Labels dialog set the data field for each of
the 5 lines on the label. Click the button on each
line to drop open the list of available fields. The
list of choices will depend on the currently displayed grid.
3. If printing to a single label printer, click the option
button, then choose the print device from the
dropdown list. If device name contains CoStar
then the CoStar label choices will be shown. If
the device name contains Seiko or Smart, the
Seiko label choices will be shown.
Label Configuration
•158
Unique layout settings—Layout settings are saved for
each grid, so when you return to print labels again for
this listing, your previous field choices are retrieved.
Label Style—Choosing Style from the dropdown list
sets the style of physical label being printed.
Note: Be sure to select a Style before editing the font
or resetting margins.
Specifying Label Line Data—The range of choices of
database fields to show on labels is based upon the
current listing type.
Optional Text—To have text on labels that is not a field
from the database:
1. Choose the Optional Text entry from one of the
label line dropdown lists to specify where the text
is to appear.
2. Enter the text in the Optional Text text box.
When printing, that text will appear on the label.
Captions—Label captions can be enabled for lines
where the value itself would not be self-explanatory.
Label styles: sheet
•
•
•
•
•
Avery 5160 1" x 2 5/8" 3 columns
Avery 5161 1" x 4" 2 columns
Avery 5162 1 1/3" x 4" 2 columns
Avery 5267 1/2" x 1.75" 4 columns
Avery 7160, 7161, 7162 and 7267 are similar but
based on A4 sheet size.
Label styles: singles
For single-label printers, the style must be selected on the
printer driver as well as in the program. From Windows'
Printing and Faxing
•159
Start menu choose Settings...Printers. Right click on the
printer and choose Properties.
Add New
Label
Definitions
•
•
•
•
Dymo/CoStar 30252 - 1.125" x 3.5"
Dymo/CoStar 30277 - 0.56" x 3.4"
Dymo/CoStar 30333 - 0.5" x 1.0"
Dymo/CoStar 30330 - .75" x 2.0"
•
•
•
•
Seiko SLP-2RL - 1.125" x 3.5"
Seiko SLP-MRL - 1.125" x 2.0"
Seiko SLP-2RLE - 1.5" x 3.5"
Seiko SLP-35L - .44" x 1.5"
To add new label definitions or edit existing ones click
on the Add/Edit button on the Label dialog (above).
The dialog (below) will open.
Adding/Editing Label Definitions
•160
TIPS for defining new label choices: —
• Label definitions have the top text line flush with the
top of the label and typically put the left dimension at
the left edge of the label (Field Left=0).
• Margin settings (on the Label dialog) offset the
printed text into the body of the physical label. Use
Print Preview to confirm adjustments to positioning.
• Include the name Avery in the Style/Description for
sheet labels.
• Include the names Dymo or Seiko in the
Style/Description for single labels, for those brands
of single label printers.
• (These names will cause the Styles dropdown list (on
the Labels dialog) to show the available choices for
the respective printer selection.)
• The Label Height entry should be large enough to
accommodate the rows, but does not need to be the
full physical label height measurement.
• If every 2nd label is blank, reduce this dimension.
• When Print Previewing, if there is a dashed red line
visible, reduce the Label Width dimension, and/or
the right margin to zero.
NOTE: This utility permits adding new physical label
definitions that correspond to printer supplies available
for the respective printer types.
Making changes to the printed layout is available in the
EX and ECO Editions of the program, and is a separate
operation, using the Report Layout Editor. See
Customizing Reports and Labels (next section).
Printing and Faxing
•161
Customizing Reports and Labels
Parts&Vendors includes a Report Layout Editor.
Users can modify the layout of any printed report. A
modified report layout can then be shared with other
P&V users in your organization.
Modifications can include
Adding logos, static images or graphics
n Changing fonts
n Changing colors
n Adding labels or fixed blocks of text
n Changing existing label captions
n Hiding controls from the default layout
n Changing the layout of report headers and footers
n Changing the layout of page headers and footers
n Changing the layout of the (repeating) detail
section
Modifications do not include changing the scope of
data that can be displayed on a particular report.
The underlying query and sources of data are not subject
to end-user modification.
n
The modified report layout can be saved as an .RPX
file. Saved .RPX files are normally stored in folders off
the \PV6 program folder. The folders are automatically
named for the specific grid they apply to. The file name
for the saved layout is specified by the user.
RPX files can be shared with other users of the program,
either by saving the .RPX file in an accessible folder on
the LAN, or by sending a copy of the file to another user.
Report layouts can also be saved in the main
database. This causes the layout to be automatically
applied when other users of the same data file print from
that grid. One layout per grid can be saved in the main
database.
•162
Save your modified layout to an .RPX file while it is a
work in progress. When finished, save the layout to the
database.
We suggest limiting the number of database-saved report
layouts, especially if they include embedded images or
logos, to minimize the data file size.
However, if you want to modify many of the reports to
be used by your whole workgroup, we suggest creating a
central location (folder) on your LAN to save and share
the .RPX files for the various grids.
Open the report layout editor
Main reports: button on Page Setup dialog
n Labels: button on Label dialog
n ECO pending parts list: On Edit List window
choose menu File...Report Layout Editor
n ECO Archive reports: On main window choose
menu File...File Utilities...ECO Archive Report
Layout Editor
The report layout editor window looks similar to a
drawing program. Controls can be selected, sized and
moved with the mouse. Click on an existing control on
the report and notice that the properties list shows the
values for that control. A toolbar provides a quick way
to apply Font properties. Some tools and settings are
available only on the popup (right-click) menu, including
Border properties.
n
Customizing Reports and Labels
•163
Tools (controls) are on the left. The layout window is in
the center. For any control that is selected (note the
selection handles on the Supplier textbox in the
illustration) its properties are shown in the Property
toolbox on the right.
Note the Checkbox controls at the top of the report
layout editor window:
Do not apply Fonts - Some reports have font selections
on the Page Setup dialog. To prevent these from being
applied when printing or previewing, check this box.
Do not Move controls when printing - Some reports
set column widths when printing. To prevent this from
happening, check this box.
NOTE: Reports printed from the one-line-per-row
grids automatically set the column widths to match the
on-screen column widths. The above setting has no
effect on this formatting process.
•164
Adding
controls to
a report
General—Choose a control from the toolbox (on the
left) and place it in the desired section of the report
designer. Click and drag to set its rough placement and
size on the report. Then edit its Top, Left, Height and
Width properties on the Property toolbox for precise
placement.
Not all control types on the toolbox can be added to the report.
Available controls include:
n
n
n
n
n
n
n
n
Image - static graphic/logo
Label - static text
Textbox - static text
Checkbox - static checkbox
Line - line with weight and color properties
Shape - box with border and fill properties
OLE object - dynamic document
Page Break
Specific—
Logo - Add an image control to the report. On the
Properties toolbox, set its Picture property to the image
file.
Text - Add a Label or Textbox control to the report. On
the Properties toolbox, set its Caption or Text property
to the desired text.
Changing
report
captions or
text
Captions are normally inserted from a language-specific
resource file. If you want to change a caption, edit the
Caption property (insert the desired text) and delete the
Tag property entry (a 4 digit number). Do both of these
operations on the Properties toolbox.
Removing
controls
from a
report
To maintain functionality of the core report, controls
cannot actually be deleted. They may, however, be made
invisible. Select the control with the mouse and set the
Customizing Reports and Labels
•165
item's Visible property = False on the Properties
toolbox.
How to add
a company
logo to a
Purchase
Order
Step-by-step instructions for adding a company logo
to the Purchase Order report. Applies to any report.
1. Open the report layout designer from the button
on the File...Page Setup dialog.
2. Using the mouse, select the Org Name textbox
and move its left border to the right to make
•166
room for the logo image. Do the same for the
address textbox, as shown below.
3. Click on the Image tool on the toolbox and place
an image control on the report header by clicking
and dragging.
Customizing Reports and Labels
•167
4. On the Properties toolbox, click on the Picture
property to browse for your logo image file.
Notice that several file types can be used for your logo.
Browse for and open the desired file.
•168
Set the SizeMode property, appropriate to the image file
you have. Notice that
n
n
n
The Stretch mode will distort the image to fit the
shape of the image box you placed on the report.
The Zoom mode will size the image to fit the
width of the image box you placed.
The Clip mode will mask the image to the size of
the image box.
5. Save the modified report layout to a layout file.
(Later, when your other modifications to the report
layout are complete, you can save the layout to the main
Customizing Reports and Labels
•169
database, causing this layout to be the default report for
all other users of this data file.)
6. Preview the report.
Notice in this example:
n
n
n
n
•170
The Org Name textbox has had its Visible
property set to False, since the logo includes the
company name.
The address textbox was moved up to line up
with the logo image.
The black-on-blue image here is probably a bad
choice, since it will fax poorly, and will probably
print poorly in this manual. Text and line-art
logos will work best here, particularly if printed on
a black and white printer.
The modifications may or may not look good
through the particular window envelopes that you
may use. Adjust size and placement to suit.
QuickBooks Connection
Parts&Vendors can exchange data with Intuit's
QuickBooks 2002-2005 Pro, Premier or Enterprise
Editions.
Note: This is an unsupported feature in
Parts&Vendors. As Intuit updates its products and
functionality ceases, Trilogy Design will not be
updating this feaure to restore operation..
The transfer of data is initiated from Parts&Vendors and
includes:
Items to and from QB
n Vendors to and from QB
n Purchase Orders to QB
The data exchange is user-driven from Parts&Vendors,
and is not automatically synchronized with QB.
n
This data transfer can be useful for accounting purposes,
because a Purchase Order sent to QuickBooks results in
an Accounts Payable entry for that vendor.
Optimum use of QuickBooks in your own business will
depend upon your own knowledge and experience with
its features. This includes:
Item types: Inventory or Non-Inventory. Familiarize
yourself with the difference between these categories in
QuickBooks.
Accounts in QB - Items sent from Parts&Vendors to
QuickBooks must have an Account.
n
n
QuickBooks Connection
Inventory items must have a Cost of Goods Sold
account, Asset account, and Income account.
Non-Inventory items need an Expense account.
•171
Setting up
the
Connection
to
QuickBooks
•172
(QuickBooks must be running)
From the menu choose View...QuickBooks Connection.
Send or
receive
data from
the
Connection
to
QuickBooks
window.
(QuickBooks must be running)
This interface permits selecting Items and Vendors to be
transferred to or from QuickBooks, or Purchase Orders
to be transferred to QuickBooks.
QuickBooks Connection
•173
Send from
selected
rows on
certain
grids
(QuickBooks must be running and grid rows must be
selected (highlighted) before data can be transferred.)
Send items to QuickBooks from the following grids:
Items
Item Master / Show All, Parts Lists, Vendor / Items
Supplied, Buy / Purchase List, Buy / Purchase List by
Item, PO / Line Items, Build / Kit List
Vendors
Vendor / Show All, Item Master / Sources, Mfr /
Distributors
Purchase Orders
PO / Show All, Item Master / On Orders, Vendors /
PO(s) To.
•174
Send from
the PV
Control
Pane
From the Item Master page, Vendor page or PO page.
QuickBooks Setup Suggestions:—Initially set up your
QuickBooks company as a product based business so
that it has all the capabilites (items, purchase orders, etc.)
you will need for using the data from Parts&Vendors.
Set your own Ship To address from the QuickBooks
menu: Company...Company Information...Ship To
Address (button).
Limitations:—QuickBooks has limitations in data
exchange through its program interface. These
limitations are not subject to override by the
Parts&Vendors program.
These limitations include no delete capability, limited
modify capability, and no access to certain types of list
and transaction data.
New records can be created in QB from P&V, but
existing QB records are not subject to being updated by
sending again from Parts&Vendors.
Activities in QuickBooks do not automatically cause an
update in Parts&Vendors. For example: Sale of an item
from QuickBooks does not automatically reduce the
QuickBooks Connection
•175
inventory for that item in Parts&Vendors. This must be
done manually in Parts&Vendors.
Other Facts:—If a PO has a blank date (a Pending PO
in P&V), it will be set to today's date when sent to QB.
When sending an item to QB, its cost will be formatted
to 2 decimal places. This may be fewer places than your
settings in P&V.
When sending a PO from Parts&Vendors to QB, costs
can have up to 4 decimal places. This may be fewer
places than your settings in P&V.
•176
Data I/O Functions
Importing
Text data files whose columns are separated by commas
or tabs can be imported. When the data is separated by
commas, this type of file is commonly referred to as a
CSV file (comma separated values).
From the menu, choose File...Import.
The Import window has a wizard-style layout that will
lead you step-by-step through the process.
Note: When importing Item data it is presumed that
part numbers will be one of the columns in your data.
If this is not the case, you can type part numbers into
an empty column on the Import Data grid before
processing the records. Be sure to set the field for
Part Number from the dropdown box above that
column.
If the data that you are importing is an assembly, you
must specify the part number of the destination Parts
List. If you click the New button, that record will be
created.
Otherwise, your main data file is unaffected until the last
operation: Transfer Data to Main File. Until then you can
begin again and clear the import session in progress.
Note: The last row on the grid (also indicated by a *
on its record selector) is a new record. You can
manually type into the list to add new data to import.
Exporting
To a File
The data displayed on the grid or on the tree view can be
exported to a delimited text file (in CSV or comma
Data I/O Functions
•177
separated values format), or to an Excel spreadsheet file
(if Excel is installed on your computer).
On the grid, if rows are selected (highlighted) then only
those rows will be exported. Otherwise the entire listing
will be exported.
On the tree, only the visible (expanded) branches will be
exported.
To export data:
1. Select data to be exported (or default to entire
list).
2. From the menu, choose File...Export...To CSV
File or ...To Excel File.
3. Specify a file name.
4. Click OK.
The CSV file type can be imported by other programs
and can also be opened by Excel and other spreadsheet
programs.
Via The Clipboard
Select rows on any of the List Pane grids by clicking on
the record selectors. Shift click for a continuous group or
Ctrl+click for non-contiguous items. Press Ctrl+C or
choose Edit...Copy to copy the records to the Windows
clipboard.
The data in the clipboard are tab-separated columns that
can then be pasted into a spreadsheet or word processor.
Merging
The Merge utility will transfer data from the current data
file into another P&V data file.
1. From the menu choose File...File Utilities...Merge.
2. Click the Browse button to specify the destination
file.
•178
Merging the Entire Data File
Choose the data tables to merge. Some selections have
dependencies, i.e., transferring Sources and Costs
requires that Items, Vendors and Manufacturers be
transferred also.
Merge the Current Listing
This choice supports merging from:
n
n
All or selected items only on the Item ShowAll
grid. If records are selected then those will be
merged. If no items are selected then all items on
the grid will be merged. (The grid can have a filter
applied to it before a merge).
All items on the Tree.
Note: The tree will automatically be expanded to
show all branches before the merge occurs.
NOTE: The Merge utility is designed to transfer
• New bulk data
• A new product (all the items in an assembly tree) plus
all the supporting source data
into the target data file. The Merge utility is NOT
intended to be a tool to keep two data files perfectly
synchronized.
Data I/O Functions
•179
Data Security
Using the
Permission
Setup
Utility
Permission features can be installed into a new, empty
data file or into an existing P&V data file.
1. Close all copies of Parts&Vendors accessing your
existing data file.
2. From Windows taskbar Start button, choose Programs... Parts&Vendors 4... Permission-ECO
Setup Utility.
3. The setup utility is a wizard-style dialog that will
direct you through the sequential process of identifying the file to modify, plus selecting what features are to be installed.
The process makes a copy of your file, leaving
your original file intact.
It also runs the Repair and Compact utilities on
the file, to be sure it’s healthy before proceeding.
4. When the tabbed User and Permission Groups
dialog opens, you can specify additional users and
their access permissions as desired.
Once the features are installed, managing permissions
can be done by the file owner from within the
Parts&Vendors program.
Managing
Users and
Permissions
•180
The User and Permission Groups dialog, accessible from
the Permissions Setup Utility, can also be opened from
within the Parts&Vendors program, from the menu:
File...File Utilities... Manage User Permissions.
Secured data files have two default permission groups:
PVAdmin (all permissions) and
n PVDefault (no permissions).
Create additional groups that are appropriate to your
organization, and check the boxes to give editing
permission to each new group that you create.
n
Data Security
•181
NOTE: Permission groups will probably not
correspond directly to your organization’s departments,
so give them names that will differentiate them and
reduce the potential for confusion. Or, it might be a
good idea to prefix each new group name with grp or a
similar designation.
Adding Users and Changing User Settings
Additional users must be added to the User list by one
who has PVAdmin permissions for that file. On the
Users and Permission Groups dialog, click the Users tab.
As each new user is added to the list, they will be
assigned PVDefault permission (none).
To change the user’s permission group membership,
either:
1. From the User page, choose the permission group
from the dropdown list on that page, or
•182
2. From the Group Membership page, use the
mouse to drag and drop the user name onto the
desired Permission Group on the list.
Open a secured data file
Upon opening a secured P&V data file, the program will
prompt for a user name and password. Both are casesensitive.
Open an unsecured data file
When a data file has no permission features installed, no
login prompt will appear, nor will permission
management menu items be visible. All users of the file
have full editing access.
To see the current user login name
Move the mouse pointer over the statusbar at the
bottom of the main program window.
Log in as another user
From the menu choose File...Log in as Another User.
The login prompt will appear.
Edit indicators
A user with limited permission will see certain menu
items and controls disabled.
Text that is editable is dark blue; text that is locked is
black.
To change the color of editable text, choose the menu
item View...Editable Text Color.
Editing on a Show All grid
When a file has been secured, editing on a showall grid
will be limited to users that have permission in that area.
Data Security
•183
Note: Files that also have ECO features installed
will not permit editing on the Item Master Show All
grid, except by a user with PVAdmin permission.
Note: PVAdmin permission is considered to be an
administrative/maintenance permission level, not an
operating permission.
•184
Revision Control
Introduction
ECO = Engineering Change Order: One possible implementation of Revision Control.
An ECO system is an agreed upon layer of control that
requires changes of item specifications be made by a
prescribed and documented procedure.
This is the process:
1. A new ECO document is created that states the
reason for the changes, the scope of what the
changes will affect, and then also defines, in detail,
all changes to be made to all items and what the
dispositions of remaining old-revision items is to
be. After submitting, and an engineer confirms
that everything is correctly stated, the ECO is
Issued.
2. The (issued) ECO is distributed to all relevant
departments in the organization to inform them
of proposed changes. ALL departments are
expected to respond (sign off) before the ECO
proceeds to the next step. When all departments
have signed off, the ECO is marked Approved.
3. The (approved) ECO is then sent to “drafting”
where a person will perform the drawing, document and database changes and/or the creation of
new documents and drawings. Upon completing
the changes, “drafting” marks the ECO as Completed.
4. The (completed) ECO is checked by an engineer
who checks all documents in the scope of the
ECO to confirm that the changes are accurate per
the ECO instructions, and then marks the ECO
as Checked.
Revision Control
•185
5. The (checked) ECO is Released, making all the
changes effective and the new data available to all
other users of the information.
Note: The ECO system is not the software. The
ECO system is an agreement among people; a
cooperative activity that provides checks, balances
and traceability to changes in products' design and
specifications.
Why Use
ECOs?
n
n
n
What About
ECO
Numbers?
The ECO process forces design documentation
changes to be made deliberately rather than
casually.
The process builds a Revision History --records
chronologically documenting all changes to items’
specifications.
Controlling and documenting design changes is
usually necessary to comply with certifying and
regulatory agency requirements (ISO-900x, FDA,
FM, UL, TUV, CSA, etc.).
To enforce sequential and chronological record-keeping
of changes, ECOs are automatically numbered by the
program.
Upon creating the first ECO, the program will prompt
for a starting number. Subsequent ECOs will be
numbered from the highest existing + 1.
An ECO can contain change instructions that span a
variety of items.
The items on any ECO may or may not be related, since
the changes ordered may apply to more than one project
or product.
Because of this, it is inappropriate for ECO identifiers to
carry other information. There are plenty of places
•186
where it is desirable for an identifier to carry and convey
additional information. This is not one of them.
ECO Setup
Utility
ECO features can be installed into a new, empty data file
or into an existing P&V data file.
1. Close all copies of Parts&Vendors accessing your
existing data file.
2. From the Windows taskbar Start button, choose
Programs... Parts&Vendors... Permission-ECO
Setup Utility.
3. The setup utility is a wizard-style dialog that will
direct you through the sequential process of identifying the file to modify, plus selecting what features are to be installed. The process makes a
copy of your file, leaving your original file intact.
It also runs the Compact utility on the file to be
sure it’s healthy before proceeding.
Revision Control
•187
Opening a
Data File
with ECO
Features
Installed
An ECO-controlled file naturally has Security features,
so users will be prompted for a name and password.
ECO
Settings
From the program menu, choose File...File
Utilities...ECO Settings.
•188
Once opened, the Control Pane shows an additional tab
for the ECO page.
Scope of ECO Control
The scope of ECO control for the data file can be to:
n
n
Revision Control
Enforce ECO control only for items whose Status
= Released, or Status=Obsolete. Items whose
Status = Unreleased are not controlled and can be
edited by users with permission to change item
specifications.
Disable ECO control in this data file. Released
and Obsolete items are not (casually) editable, but
must be changed to Status = U before changes
can be made.
•189
Parent Revision
When revising an item, it is standard practice to advance
the Revision code for entities that the item is used on. If
your own ECO protocol is to do this, then the program
can be set to automatically add those assembly P/Ns to
the ECO (except items whose Status=Obsolete).
Similarly, Parent P/Ns and MadeFrom items can be set
to be automatically added to an ECO when their
dependent items are added.
Revision Archive
•190
Parts&Vendors can be set to archive old revisions of
items upon releasing an ECO. These archives are in the
form of PDF (portable document format) files, readable
with Adobe Acrobat. (The Adobe Acrobat viewer is free
from Adobe. A link to the Adobe download is on the
Trilogy Design website.)
Saved PDF Report File name format
Item Specification
<P/N> + "REV" + <revision> + "PN.pdf"
If item is an assembly - Parts List
<P/N> + "REV" + <revision> + "PL.pdf"
If item is MadeFrom - MadeFrom List
<P/N> + "REV" + <revision> + "MF.pdf"
The File Save path (must be set for each workstation
from where ECO’s are going to be Released) is set from
the ECO Settings dialog. From the menu File... File
Utilities...ECO Settings.
Archive Report Format
The parts list and made-from archive reports are based
on templates saved from the 1-line P/L and the MadeFrom grids on the main program window. Configure
these two grids as desired for portrait-oriented reports,
and save the configuration on the ECO Settings dialog.
The configuration of these grids can then be changed
(for normal use) without affecting the saved archive
configuration.
Set
Departments
for ECO
Signoffs
A user with ‘PVAdmin’ permissions sets which
departments will be required for ECO signoffs.
From the menu choose File...File Utilities...Manage User
Permissions. Then click the ECO Departments tab.
Note: It is stongly recommended that you compact
your data file after adding or removing departments,
Revision Control
•191
since this operation makes field modifications to the
data file.
Each User’s signoff department can also be set from the
Users/Passwords tab of this dialog by choosing the
department from the dropdown list
•192
ECO
Sequence
Step
Permission
Reqd
Create
Any
Make a new ECO and fill in the
Subject and Affects textboxes. The
user who creates the ECO may add
line items to it, or that task may be
left to the Issuing engineer.
Submit
Author of
ECO or
ECOAdmin
Once the items are added to the
ECO and the Action, Change
Instructions and Dispositions are set
for each item, click the Submit
button.
Issue
ECOAdmin
An engineer reviews the proposed
changes, and, if appropriate, clicks
the ‘Issue’ button. This signals the
beginning of the process of getting
signoffs (approval) from all
departments.
Sign off for
your
Department
Any; must be
a member of
an ECO
signoff
department
On the ECO page, choose the
ECO# of interest. Click the
‘Signoff‘ button. This saves your
user name and the date in the ECO.
If all other departments have already
signed off (yours is the last), then the
current date will be inserted into the
‘Approved’ box for this ECO. This
signals that all departments have
signed off.
Send to
Drafting
ECOAdmin
A user with ECOAdmin permissions
clicks the ‘To Drafting’ button. The
current date is inserted into the ‘To
Drafting’ box, and this signals
Drafting that it’s time to make the
changes.
Revision Control
Action
•193
Step
Permission
Reqd
Action
Changes
Completed
ECOAdmin
When all of the changes are
complete, Drafting clicks the ‘Chgs
Compl’ button. The current date is
inserted into the ‘Complete’ box, and
this signals Engineering that it’s time
to check the ECO.
Check
ECOAdmin
An engineer goes through the ECO
line by line and confirms that the
drawing, other documents and
pending database entry changes
conform to the instructions in each
ECO item. When all line items have
been checked, the engineer clicks the
‘Checked’ button. The current date
is inserted into the ‘Checked’ box,
and this signals Document Control
that the ECO is ready to be released.
Release
ECOAdmin
Document Control (a user with
ECOAdmin permissions) clicks the
‘Release’ button. This transfers all of
the pending database entries into the
main database, making the changes
available to all users of this data file.
The current date is inserted into the
‘Released’ box. The ECO is now
uneditable except by a PVAdmin
user.
•194
Each ECO Line Item Contains
Revision Control
Item#
Sequential line number assigned by
the program as items are added to
the ECO
P/N
The P/N of the item being revised
or newly created
Action
What is happening to the item
Instructions
Technically accurate description of
what is to happen to the item
specification
Disposition
What to do with left-over oldrevision items in various physical
areas
Comment
May be entered by department
signoff users
FromRev
Existing Revision code for the item
ToRev
Next Revision code for the item
FromStatus
Existing Status code of the item
ToStatus
Next Status code for the item
•195
Step By
Step ECO
Create an
ECO
More detail on the procedure—
1. On the ECO page, click ‘New,’ or from the menu
choose Edit...New. First use will prompt for a
starting number. New ECOs will have the next
available number assigned by the program.
2. Fill in the Subject field with a general description
of improvements or refinements being made or
what problem(s) the changes will remedy. (255
characters max)
3. Fill in the Affects field with a statement of the
ramifications of the proposed changes, and the
scope of what will be affected. (255 characters
max)
4. Click the ‘Line Items’ tab below the grid.
5. Above the grid, click ‘Add’ to add items to the
ECO.
Note: If the ECO Options are set to ‘include parent
items,’ then any parent items (all the way to the top
level) will also be added as each item is added.
6. For each ECO line item, set the Action:
Action
Purpose
Change
Change the item specification in the database. Edit any associated
drawings, based on instructions and/or redlines referenced in the
instructions.
Dwg Chg Only
Make a correction to the documentation (in the database or to a
drawing) that does not affect the specification of the item.
Limited Effect
Make a change that is to be effective for a limited duration only.
New
Create a new item.
•196
Action
Purpose
Obsolete
Change an item’s Status to ‘Obsolete.’
Release
Change an item’s Status to ‘Released.’
7. For each line item, set the Disposition for existing
items in each of the locations:
On Order, In Stock, In Kits, In Finished Assys, In
Inventory, In Field.
8. For each item, enter Instructions that specify the
changes to be made. Click in the Instructions cell,
then open the Zoom box, from the popup (right
click) menu.
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•197
9. For line items that are assemblies (Type PL or
CAT) check the ‘EditList’ box if the list itself is to
be changed (i.e., quantities, item numbers, new
items on the list, reference designators, assy specs
or assy order). If only the Revision is changing
(due to an item on the list changing its revision,
but with no actual changes to the list) then leave
the EditList box unchecked.
10. On the control pane ECO page, click the Submit
button.
Revision
History
From the Item Master page, click the Rev History tab
below the grid.
A Revision History is a list of instructions of what
changes were to be made to an item’s specification. (The
Revision History for any particular P/N is the collection
of line items for that P/N on its various ECOs.)
When an item is deleted from the database, its Revision
History is also deleted.
If an ECO is deleted from the database (an
unconventional operation, allowed only by a user with
PVAdmin permission), the Revision History records for
that ECO are also deleted.
•198
How To’s
Create a new ECO.
A user with any permission can create a new ECO. On
the ECO page, click ‘New,’ or from the menu choose
Edit...New.
Fill in the Subject field with a general description of
improvements or refinements being made or what
problem(s) the changes will remedy.
Fill in the Affects field with a statement of the
ramifications of the proposed changes, and the scope of
what will be affected.
Add existing items to an ECO.
Above the Line Items grid, click the 'Add' button and
choose the items to be included on this ECO.
When Adding items to an ECO, the program will first
check to see if any of the items are already on an open
ECO. If an item is on another ECO that is still open, it
can still be added to the new ECO, but the new ECO
cannot be Issued until the other ECO is released.
Any parent items will also be added to the ECO,
depending on the ECO parent item settings.
Revision Control
•199
Enter Change Instructions for each item
For each item click in the grid Instructions cell. Open
the popup (right-click) menu and choose Zoom. Type in
the text of instructions of what changes are to be made.
It is this plain language instruction that is the basis of the
ECO process. The change order going through human
interpretation (by someone else) inherently forces an
error checking (a test for "Does this make sense?; Can I
actually make the requested changes?") This helps
prevent a hastily typed (and wrong) entry by the
submitter from becoming the changed specification.
It's probably desirable to establish a company
convention for how the Instructions are to be authored.
The instruction might restate what the spec is changing
from as well as what it's changing to, i.e., "Length 1.2
changes to 1.25 inches."
Note: Parts&Vendors does not dictate the detail or
quality of the entries made to describe changes to
your drawings or item specifications. Determining
these standards is the responsibility of the persons
administrating the system, just as it is to determine
the standards and conventions used for drawings.
•200
Specify the disposition of remaining oldRevision items.
For each item on the ECO Line Items grid, there are six
dropdown lists to choose the disposition for oldRevision items in the following areas: On Order
(ordered but not yet delivered), In Stock (component
parts), In Kits, In Finished Assys (still in manufacturing
area), In Inventory (finished product), and In Field (at
distributors or in customers' hands).
Click in each cell and a button will appear. Click the
button (or press F4) to open the list to make the
appropriate choice.
Create a new P/N by ECO.
Above the Line Items grid, click the 'Add' button to
open the 'Add Items to an ECO' dialog box.
Revision Control
•201
Click the 'New' button below the grid on that dialog.
Enter the new P/N when prompted, and click OK.
The new P/N will be added to the ECO, and its Action
column is set to 'New.'
Show ECOs needing my signoff
From the ECO page, click the 'My Dept Signoff Reqd'
tab below the grid.
To jump to any ECO on the list, click in the line item,
then open the popup (right-click) menu and choose
Show Item + List.
Sign off an ECO for my department.
On the ECO page, choose the ECO of interest.
Review the contents of the ECO to determine the
impact of the proposed changes.
Enter comments if appropriate.
Click in the ECO Line Items grid cell 'Comment.' Open
the popup (right-click) menu and choose Zoom. Add
your comment and click OK.
•202
Click the Sign Off button. Prompts will confirm.
If yours is the last department signoff on this ECO, then
the program will automatically enter the 'Approved' date.
Add a comment to an ECO line item
(Requires department signoff permission or ECOAdmin
permission after the ECO is submitted.)
Click in the ECO Line Items grid cell 'Comment.' Open
the popup (right-click) menu and choose Zoom. Add
your comment and click OK.
Sign off an ECO for another department
(requires ‘PVAdmin’ permission)
When viewing the ECO page, a user with ‘PVAdmin’
permission has a small button (marked ‘...’) to the right
of the Sign Off button. To sign off "by proxy" for
another department, click the button to open a list of
departments to choose from. Department signoffs can
be entered or cleared with this window.
Edit an item's specification
(requires ECOAdmin permission)
Once an ECO is Issued, special copies of the items'
records can be edited in the Edit Item window.
On the ECO Line Items grid, in the leftmost column
group, click the Edit cell of the desired item. Notice that
the cell turns into a button. Click the button and the Edit
Item window will open, where all ECO-controlled fields
can be edited.
Revision Control
•203
Edit button
When closing the Edit Item window (on an edited
record) a check will appear on the ECO Items grid,
indicating that changes were made. This provides a
visual indication, to the person making the changes, of
what was 'done' so far.
Edit a parts list
If an assembly's Revision is being advanced only because
an item on it is being revised, then there is no need to
edit the parts list itself. (The line item number,
usage/quantity and reference information remains
unchanged).
However, if any of the above information is being
changed, or items are being added to or removed from
the list, then the list itself will be edited.
To indicate (and enable) editing of the parts list, check
the EditList checkbox on the grid.
The Edit button in the cell immediately below will open
an Edit List window where changes can be made.
•204
Edit List button
Edit a MadeFrom list
If a ‘MadeFrom’ item’s Revision is being advanced only
because the item it is made from is being revised, then
there is no need to edit the relationship between the
items themselves. (The UseAs quantity remains
unchanged).
However, if the usage or the sourcing item(s) are
changing, then the ‘MadeFrom’ list itself can be edited.
To indicate (and enable) editing of the list, check the
EditList checkbox on the grid.
The Edit button in the cell immediately below will open
an Edit List window where changes can be made.
Revision Control
•205
Edit List button
Determine if item is on an open ECO.
When the currently displayed item (on the Item Master)
is on an Open ECO (Issued but not yet Released), the
ECO indicator will appear to the left of the P/N.
Show all ECOs for a P/N
Show the P/N on the Item Master page, then click the
Rev History tab below the grid.
•206
Show ECO department signoffs
From the ECO page, click the 'ECO Signoffs' tab below
the grid. Then from the Filter dropdown list on the
toolbar, choose from the pre-installed filters:
P&V Released ECOs
P&V Still Need Dept Signoff
P&V Unreleased ECOs
or None (no filter)
Show all Items on Open ECOs
From the ECO page, click the 'Items on Open ECOs'
tab below the grid.
To view the list in each stage of the ECO process, create
filters for the ECO date fields (Is Blank, Is Not Blank)
Approved
ToDrafting
Complete
Checked
Note: (An Open ECO is defined as: Date Issued Is
Not Blank AND Date Released Is Blank.)
Revision Control
•207
Data File Maintenance Operations
Creating a
New Data
File
A new (empty) data file can be created by clicking on the
File…New menu item. However, since the new data file is
empty, you will need to start over with creating entries
for items, vendors, manufacturers, and other
information. If you have an existing data file containing
this information, it may only be necessary to create a
new top level assembly using existing data and add a
relatively small amount of new data.
Backing Up
Your Data
File
Most files you edit with other programs are inherently
compartmentalized and represent only a fragment of
your total project. Your Parts&Vendors data file,
however, contains hundreds or thousands of important
details that may be important to many projects. So it
could be the most important file on your computer, in
terms of the time and frustration associated with
reconstructing it if it is ever lost.
To back it up:
From the main menu choose File...Backup. Specify
a file name and click OK.
MINIMIZE YOUR RISK! Back up often. We suggest
you back up the P&V file at the end of everyday that you
make any changes to the data.
n
At the very least, copy it to the hard drive of another
computer on your local area network. At the very best,
copy it to removable media (a rotating set) that you move
off-site daily.
The Backup utility makes a straight un-compressed DOS
copy. If you want a compressed backup, get a good
backup program, and make it easy to use by putting a
shortcut to it on your Windows desktop.
•208
Compact
Database files are a bit different from text documents
and other computer files. When you delete items, those
items are marked internally as deleted but the space for
them is still reserved.
Compacting your data file is similar to defragmenting
(compacting) your hard disk drive, and will assure best
performance and quickest access to the data.
How often this is necessary will depend upon how many
deletions of data have occurred in editing and
manipulating the information contained in your lists.
Depending on the size of the file and the amount of
activity, this may range from weeklys to a monthly.
In multi-user environments, all other users must first exit
from the data file being compacted, as this utility
requires exclusive use of the file. (See Ejecting Other
Users, next page.)
From within the program choose File...File
Utilities...Compact.
Or, from Windows’ Start menu, choose:
Compact
Reminder
The program can be set to remind the user to compact
the data file. From the menu choose File...File
Utilities...Remind to Compact. When checking this menu
item, you can set the reminder interval in number of
days. We suggest compacting at least weekly.
Data File Maintenance Operations
•209
Eject Other
Users from
Database
Administrators of Parts&Vendors databases routinely
need to have exclusive access to the data file to perform
maintenance functions. These include weekly database
Compacting and daily Backup operations.
In a workgroup environment, P&V users sometimes
leave their computers with the program running. This
impolite behavior interferes the above operations, and if
the user's computer is inaccessible (locked office, etc.)
would prevent normal database maintenance.
The Eject feature forces other copies of Parts&Vendors
to close, thereby providing the exclusive access needed.
Initiated from the menu File...File Utilities...Eject Other
Users, this utility causes a timeout prompt to appear on
all other user's P&V screens, enabling them to cancel the
Eject action if they are working in the program. After a
brief timeout, the originator of the Eject action is
informed if Eject was cancelled.
However, if no one is present at the other copy(ies) of
the program, they will exit from the database.
•210
Maintenance
Parts&Vendors’ database is an open-format file that can
be manipulated with external tools such as Microsoft
Access 2000. The following utitities are available to help
keep things in order.
From the menu choose File...File Utilities...Maintenance.
Data File Maintenance Operations
•211
Replace
Certain
Formatted
Data
Sometimes suppliers may change the way they represent
their offerings by reconfiguring the structure of their
part numbers. Instead of having to edit each one
manually, this utility will enable a bulk adjustment to
those entries that have a uniform structure.
From the menu choose File...File
Utilities...Maintenance...Replace Certain String Data
Choose the data from the dropdown list.
The Begins and/or Ends entries specify the matching
text that will identify the data.
The Variable identifies the portion of the entry that is
different for each item.
Examples of Use:
ABCD-1234-XYZ9 to be replaced by
ABCD9-1234-B
ABC-123-X to be replaced by 123ABX
123-X to be replaced by A-123-X
•212
Replace
Character
in P/N
At some point you may find that you wish to make a
bulk change of a character used in your P/Ns, such as
changing a separator character from a hyphen to some
other character. This utility will do that.
From the menu choose File...File Utilities...Replace
Character in P/N.
Add a
Source to a
Family of
Items
This utility will link a new vendor to an entire family of
items, identified by a Parent P/N, at one time. On the
Item Master, display the Parent P/N. From the menu
choose Edit...Add Source to Family of Items.
Data File Maintenance Operations
•213
This utility can be particularly useful when the items
already have supporting data such as vendor part
numbers. Depending on the uniformity of the existing
data, the new source can be populated with data that is a
manipulation of the existing data.
The Begins and/or Ends entries specify the matching
text that will identify the data.
The Variable identifies the portion of the entry that is
different for each item.
Example of Use:
Item: 1/4w 5% carbon film resistor
Existing source: DigiKey Corp.
Existing vendor P/N: <value>QBK-ND,
e.g. 2.7KQBK-ND
New Source: Mouser Electronics
New vendor P/N: 291-2.7K
The screen image (previous page) shows the entries
made to accomplish the above.
•214
Technical Information
The data file format is Microsoft Jet 4.0. This is
compatible with (convertable to) Access 2000, and
compatible with Microsoft Office 2000.
To Uninstall
To uninstall this program, do one of the following:
n
n
Click the Uninstall entry in the Parts&Vendors
Start menu program group.
Or, if the Start menu program group does not
exist, use Windows Explorer to view the
Parts&Vendors disk folder (default is C:\Program
Files\PV6). Double click on the Unwise.exe
program in that folder.
Command
Line
Parameters
To run Parts&Vendors from the command line, type
“path\PV filename.mdb”.
Viewing
Data with
Microsoft
Access
The following is a list of tables in the P&V database. A
retail copy of Microsoft Access 2000 0r 2002 can be used
to view more detailed information about fields, indexes
and relationships. When first opening your P&V data file
with Access, you may be prompted to convert the file to
Access 2000 format. It is OK to answer ‘yes’ to that
prompt.
COST holds the multiple costs at various buylevels (“price breaks”) for each source for an
item.
CU holds customer/client entries (not accessible in the SE Edition).
CUR holds currencies, exchange rates and
formats.
ECO is the master table of ECOs
Technical Information
•215
HIST holds the history of bulk inventory adjustments.
JOB holds job data entries.
LIN holds the line card links between vendor
and manufacturer.
LNK links sources to items and holds related
information.
MF holds the Made-From links.
MFR holds manufacturer information.
MFRPN holds manufacturer part number information.
ORG holds your company’s name, address,
phones, and shipping addresses.
PL holds links that define parts lists and related data.
PN is the master table for all parts.
PO holds the line items for RFQ’s and PO’s
POM is the master table for all RFQ’s and
PO’s
RH holds the ECO line items and is the revision history for items.
RPX holds database-saved report layouts.
SHIP holds shipping methods for orders.
SU holds supplier (vendor) information.
•216
TASK holds the line items for JOBs.
UN holds units of measure data.
Technical Information
•217
Glossary
A
At Level - The quantity (in the BuyAs unit of measure)
that determines the qualifying price break. The quantity
must equal or exceed the AtLevel to use its associated
Cost.
AW - Artwork Type - A non-inventory item, such as a
film image that is used to make (or mark) an item in the
database. When included on a parts list, an AW type
item’s cost is ignored.
B
Buy As - Units of Measure that are used to purchase items.
Examples: each, feet, gallons, tubes, pounds, kg., meters,
rolls, etc.
C
CAT - Type designator used for a top level assembly
(your organization’s Catalog number for the product).
Within the program it is functionally identical to an item
of Type PL. [We suggest that you assign CAT as the Type
for your top level assemblies so you can filter and view
them separately from the clutter of other subassemblies
in your data.]
Compact - A process of clearing out empty space
(caused by record deletions) in a database file. This is
similar to defragmenting and compacting a computer’s
hard disk, and helps to optimize performance.
Control Direction - On the program’s main window, the
current record on the left (control pane) drives the
contents of the right (list pane). From the grid’s popup
menu, the control direction can be temporarily changed
so that the line item on the grid drives the contents of
the control pane page.
Control Pane - The left portion of the main program
window.
•218
Controlled - A checkbox field to call attention to an item
that cannot be changed on a whim. Often relates to
safety agency listing / approval / certification.
Cost At Level - The cost for an item (in BuyAs units) at a
particular quantity.
Cost Summary - Screen display or printed report that
shows a summary of costs associated with a single or
multi level list that represents a product. The Cost
Summary is generated by the program at the same time a
Purchase List is generated.
CSV - Comma Separated Values. A type of plain text
data file where the data fields on each single line are
separated by commas.
Currency - The local or foreign monetary unit that each
vendor uses to express its pricing (your costs).
Current Cost - cost field that is part of an item’s database
record. Stands alone if there is no primary source link for
the item. If there is a primary source link, Current Cost
will be refreshed from that link.
D
Dedicated Exchange Rate - a vendor can use the
Common exchange rate (common to all vendors set for a
particular currency, and set to use the common rate) or it
can have its own dedicated rate, usually specified by that
vendor.
Delimited text - A type of data file, simply text, where
the data fields are usually surrounded (delimited) by
quotation marks and separated by a specific character,
usually a comma or tab character.
Detail - The second level description (under Title) for an
item. Usually used for value, size, etc. Also, the individual
items in a family of items under a Parent part number.
Glossary
•219
DOC - Document Type. A non-inventory database entry
used to represent a Document, such as assembly
instructions or an inspection checklist. When included
on a parts list, a DOC type item’s cost is ignored.
DWG - Drawing Type. An item that has some kind of a
document to communicate its specifications. This might
be a dimensioned drawing, a text spec sheet, a picture or
any other type of document.
E
Edition - This refers to the capability level of
Parts&Vendors (SE or EX).
F
FilterBy - the P&V tool that can narrow the selection of
items shown in any grid listing by specifying multiple
criteria for one or more data fields. When viewing any
listing, click the FilterBy button above the list to open
the FilterBy dialog.
Foreign Currency - A monetary unit different from that
specified in Windows Control Panel Regional Settings. In
P&V, foreign currencies can be added from the menu
View...Currencies.
I
Indented Parts List - A printed report that shows (by
item number order) all items used in a list tree, from top
to bottom. The printout is indented as each deeper level
list is encountered.
Item Master - The collection of all (part numbered)
items in the database, whether or not they are used on
any assemblies.
Item numbers - A numeric sequence of items on a parts
list, request for quotation or purchase order. These
numbers are often referred to on the assembly drawing
that accompanies a parts list. A list may be renumbered
from the menu List...Renumber All Items.
•220
J
Job# - A text identifier on each line item on Purchase
Orders. Used to retrieve amount spent on a project
across several purchase orders. From the PO page,
choose the Totals by Job# tab below the grid. Use the
special Filter By dialog to narrow the listing by desired
range of Job#(s) and dates and order status.
All line items on a PO can be set to the same Job# at
once from the menu List...Set Job Number for All Line
Items.
K
Key - The text entry that enables the edition of the
program that you purchased.
Kit List - A list of items required for a build of X units of
product, grouped by the assemblies they are used on.
Extended quantities for each item will depend on user
choices for “using available subassemblies from stock,”
or not.
L
Last Calculated Assy Cost - Saved last calculated cost of
an assembly from the last time it was included in a
Purchase List.
Last Calculated MadeFrom Cost - Saved last calculated
cost of a Made-From item from the last time it was
included in a Purchase List.
List Pane - The right portion of the program’s main
window.
Local Currency - The monetary unit specified in
Windows Control Panel Regional Settings.
M
Glossary
MadeFrom - Some items are modifications of other
items. The MadeFrom checkbox on the Item Master
page enables the relationship between an item and its
raw material.
•221
Merge - a program utility that will send data from the
current file into another P&V data file. From the menu
File...File Utilities...Merge.
N
Network Path - When files are linked to items in the
database, their path names are from the perspective of
one location. In workgroup situations, the path to the file
will usually be different for the other users, since the
drive/subdirectory for the file will be based on the letter
of the connected network drive. When Use Network
Path is checked, P&V will substitute the specified
Network path for the path as stated in the record on
screen.
O
Obsolete - Item Status that indicates item’s entry is being
retained in the database for information purposes only,
and the item is not to be used in new designs.
P
Parent List - Refers to the next higher level list that an
assembly is on.
Parent part number - P/N that identifies a group of
related items. The items share the same Title, Type, and
optionally the same Revision.
Part number - A text string of alpha-numeric characters
(including spaces or punctuation) used to identify an
item. Part numbers, as used in P&V, are usually your own
in-house identifiers, and not a vendor’s part number.
Parts List - A list of items that comprise a single
assembly. The part number for the list represents the
finished assembly.
PL - Parts List Type. An item that is a list of other items
PS - Purchase Spec Type. An item that, by definition, has
no drawing to define it. PS items are entirely defined by
the vendor’s part number.
•222
Purchase List - The extended bill of materials that
includes all items needed for a build of “N” units of a
product.
Purchase Order - An order from your organization to a
supplier for one or more items. The title Purchase Order
implies a purchase commitment (contract) enforceable
under the uniform business codes of commercial law.
Purchase Spec - A printed report (from the Parts
window) that shows an item’s specs, description, and
associated vendors.
R
Reference - A parts list field that refers to the use of a
particular item on an assembly. For electronic designs,
this is typically R1, R2, C1, U1, etc.
Released - Status of an item that indicates the item’s
specifications are fixed, not subject to changes on a
whim. Setting an item’s status to Released in P&V locks
the item’s specs. To make revisions/edit, set its Status to
Unreleased.
Repair - Occasionally a power, hardware or software
glitch may the data file unreadable. This utility attempts
to fix these problems, and restore the integrity of the
data file.
Revision - A letter or number that specifies the version
of the product or its documentation.
RFQ - Request for Quotation
S
Status - A letter in an item’s specification that reveals:
Unreleased (still unresolved; design in flux), Released
(released to production or other department for use),
Obsolete (item retained in database for information only,
not to be used in new designs).
Stock - Quantity of each part in inventory intended for
use in a manufactured product.
Glossary
•223
T
Tabulated Detail - One item of a group, listed under a
Parent number.
Title - The topmost level description of any item. This is
the same brief description that would appear in the Title
block of a drawing for an item.
Tree - An assembly organization defined by lists on other
lists.
Type - A field in an item’s specification that tells what
kind of document describes the item. Type also
determines the functionality of the part number in the
software. (Only Types PL and CAT can be lists of other
items; Types AW and DOC are non-costed noninventory items used for artwork and documents used in
the production of other items. Types DWG and PS are
for everything else.
U
Unreleased - See Status
UseAs - Unit of Measure for how an item’s quantity is
applied on parts lists.
User Fields - Undedicated fields that are part of the Item
Master record. The user can set his own captions for
these fields and use them to hold additional information
about an item. Set the text for the caption in Edit...
Settings... User Fields. User1 and 2 can optionally be
linked to a Parent P/N.
V
Vendor Currency - the currency that any particular
vendor uses. Set from the vendor’s currency tab on the
Control Pane.
Vendor Master - The collection of all vendors in the
database, whether linked to items or not.
Viewer - A program (separate from P&V) that lets you
look at other computer files of various formats, for quick
•224
read-only access. Set as many viewer programs as you
use in Edit...Settings...Viewers.
Z
Glossary
Zoom - A movable, resizable text editing dialog available
from the popup menu on the grid.
•225
Limited Warranty
LIMITED WARRANTY
Trilogy Design warrants the media on which the
Software is distributed to be free from defects in
materials and workmanship, and that the software will
perform substantially in accordance with the
documentation for a period of 90 days from receipt of
the Product. Any written or oral information or advice
given by Trilogy Design’s agents, distributors or
employees will in no way increase the scope of this
warranty.
CUSTOMER REMEDIES
If the Product fails to comply with the warranty set forth
above, Trilogy Design’s entire liability and your exclusive
remedy will be replacement of the media, or at Trilogy
Design’s option, Trilogy Design’s reasonable effort to
make the Product meet the warranty set forth above.
This limited warranty applies only if you return all copies
of the Product, along with a copy of your paid invoice, to
Trilogy Design within 90 days of the date you received
the Product. If Trilogy Design is unable to make the
Product conform to the above warranty, Trilogy Design,
at its option, will refund the price paid for this Product.
Any replacement software will be warranted for the
remainder of the original 90-day warranty period or for
30 days from the date you received the replacement,
whichever is longer.
NO OTHER WARRANTIES
To the maximum extent permitted by applicable law,
Trilogy Design disclaims all other warranties, either
expressed or implied, including but not limited to
implied warranties of merchantability and fitness for a
particular purpose, with respect to the Product. This
limited warranty gives you specific legal rights. You may
have others, which vary from state to state.
•226
NO LIABILITY FOR CONSEQUENTIAL
DAMAGES
In no event shall Trilogy Design or its suppliers be liable
for any damages whatsoever (including, without
limitation, damages for loss of profits, business
interruption, loss of information or other pecuniary loss)
arising out of the use of or inability to use this Trilogy
Design Product, even it Trilogy Design has been advised
of the possibility of such damages.
Limited Warranty
•227
License Agreement
Carefully read the following license agreement before
installing this software. By installing, you indicate the
acceptance of the terms of this agreement. If you do not
accept the terms of this agreement, do not install this
software. Promptly return the entire package to the place
you obtained it for a full refund.
OWNERSHIP AND LICENSE—This is a license
agreement and NOT an agreement for sale. We continue
to own the copy of the software contained in this
package and all other copies that you are authorized by
this agreement to make. Your rights to use the software
are specified in this Agreement, and we retain all rights
not expressly granted to you in this Agreement. Nothing
in this Agreement constitutes a waiver of our rights
under U.S. Copyright law or any other federal, state or
international law.
COPYRIGHT/PROPRIETARY PROTECTION—
The Product (software, manual(s) and any other
documentation) is owned by Trilogy Design or its
suppliers and is protected by United States and
international copyright laws and international trade
provisions. You must treat the Product like any other
copyrighted material. This license and your right to use
the product terminate automatically if you violate any
part of this agreement. In the event of termination, you
must immediately destroy all copies of the Product or
return them to Trilogy Design.
LICENSE GRANT—Trilogy Design grants you a nonexclusive license to:
• Single installation - Use one copy of the Software on
a single computer. If one person uses that computer
more than 80% of the time, then that person may
also use the software on a second computer, provided
•228
that the Software is in use on only one computer at a
time.
• Multiple Installation - (If multiple licenses were purchased) Use this software on as many computers as
you have purchased licenses for. If you wish to have
more than that number of users use this Software
simultaneously, then you must purchase additional
copies (or licenses) of the Software.
• After written notification is made to Trilogy Design,
transfer the entire product on a permanent basis to
another person or entity, provided you retain no copies of the product and the transferee agrees to the
terms of this Agreement.
YOU MAY NOT:
• Give your registration License number to any other
person.
• Copy the documentation.
• Modify, translate or merge the Software with another
program, except for your own use on a single computer (or multiples, if multiple licenses were purchased). Any modifications to the Software are
subject to this agreement.
• Reverse engineer, disassemble, or make any attempt
to discover the source code of the program.
• Sublicense, rent or lease any portion of the Product.
• Use the previous version of the Software that has
been upgraded or updated under this agreement.
Upon upgrading or updating the Software, the old
copy must be deleted from the computer and the
original media must be destroyed.
If you have any questions about this agreement, write to
Trilogy Design, P.O. Box 2270, Grass Valley, CA 95945
U.S.A., or e-mail to [email protected]
License Agreement
•229
-----
•230
-----
License Agreement
•231
Index
Numerics
3-line Parts List .................................................................................................18
A
Account .............................................................................................................79
Add a comment to an ECO ..........................................................................203
add a company logo to a Purchase Order ....................................................166
Add a Source to a Family of Items ...............................................................213
Add existing items to an ECO ......................................................................199
Add Item Quantity .........................................................................................141
Add Items Dialog .................................................................................... 71, 140
Add Items to a Parts List ...............................................................................139
Add to Total ....................................................................................................100
Adding controls to a report ...........................................................................165
Adding Items to a List ....................................................................................139
Adding Items to the List Tree .......................................................................141
Adding Users ...................................................................................................182
Adjust Fractional Quantity ..................................................................... 63, 103
Adjust Inventory .............................................................................................122
Adjust Inventory when pulling Kits ..............................................................121
Adjust stock .....................................................................................................121
Adjust Stock for scanned items .....................................................................135
Adjusting column widths and positions .........................................................35
ADVISE ..........................................................................................................114
All Items with All Sources ...............................................................................84
alternate line colors ............................................................................ 32, 40, 139
AR ......................................................................................................................72
Archive Report Format ..................................................................................191
area code ............................................................................................................16
Artwork ..............................................................................................................52
As Required .......................................................................................................72
Assemblies .........................................................................................................52
Assembly Cost Options ...................................................................................95
assembly tree .............................................................................................. 27, 37
Assigning Part Numbers for Purchased Items ..............................................46
Auto-generate PO’s ........................................................................................108
Auto-generate Purchase Orders ....................................................................108
•232
Auto-generate Requests For Quotation .........................................................86
AW .............................................................................................................. 51, 52
B
Backing Up ............................................................................................... 26, 208
Barcode Device Setup ....................................................................................134
Billing Address ..................................................................................................15
Build Page ........................................................................................................119
Building Product .............................................................................................119
bulk inventory adjustments ............................................................................121
Buy As units ......................................................................................................62
BUY page ..........................................................................................................61
Buy Page ............................................................................................................99
Buy page ............................................................................................................95
Buy-Level (vendor price break) .......................................................................83
buy-levels ...........................................................................................................91
By .......................................................................................................................67
By Item ..............................................................................................................98
By Vendor .........................................................................................................98
C
CAD drawings ...................................................................................................69
Calculate Shortages Only ...............................................................................101
Caps Lock ..........................................................................................................20
Captions ...........................................................................................................159
CAT ............................................................................................................. 51, 52
Catalog Number ................................................................................................52
Change Part Number .......................................................................................68
Changing report captions ...............................................................................165
Choice ................................................................................................................84
Choosing Columns to show ............................................................................35
Client and Job Databases ...............................................................................129
Client Page .......................................................................................................129
Clipboard .........................................................................................................178
Close on GoTo ...............................................................................................148
Closed Orders .................................................................................................113
collapse ..............................................................................................................38
color scheme .....................................................................................................40
colors ................................................................................................................139
Column widths ..................................................................................................32
Index
•233
columns ..............................................................................................................40
Columns in Reports ..........................................................................................35
columns in the Cost Summary Tree ................................................................93
Columns to Show .............................................................................................76
comma separated values .................................................................................177
Command Line ...............................................................................................215
Common exchange rate .................................................................................150
Compact data file ............................................................................................209
Compact Reminder .........................................................................................209
Compacting your data file ..............................................................................209
Comparing Parts Lists ......................................................................................76
Component Reference Designators ................................................................73
Components ......................................................................................................52
Consolidate references to documentation ......................................................55
Control direction ...............................................................................................41
Control Pane .................................................................................. 30, 31, 33, 50
Control+click ....................................................................................................40
Controlled ..........................................................................................................66
convert item quantities .....................................................................................62
Converting an RFQ to a PO .........................................................................112
Copy an Item .....................................................................................................67
Copy As dialog ..................................................................................................67
Copy Family of Items Under a New Root P/N ............................................56
Copy Revision from Parent P/N ....................................................................20
Copy Sources .....................................................................................................68
Copy Unit of Measure ......................................................................................20
Cost At Level ....................................................................................................91
Cost Entry at Levels .........................................................................................90
Cost entry list ....................................................................................................90
Cost Options ............................................................................................ 98, 100
Cost Summary Tree ..........................................................................................92
Costs At Level ............................................................................................ 82, 90
Count Reference Designators ..........................................................................73
Create a new ECO ..........................................................................................199
Create a new P/N by ECO ...........................................................................201
create a source record .......................................................................................80
Create an ECO ................................................................................................196
create new Detail Items under a Parent ..........................................................56
Creating Manufacturer Records ......................................................................79
Creating RFQ’s .................................................................................................86
•234
Creating Vendor Records .................................................................................78
CSA ....................................................................................................................66
CSV file ............................................................................................................177
Currencies ........................................................................................................150
Currency decimal places ...................................................................................15
current user ......................................................................................................183
Customizing Reports and Labels ..................................................................162
custom-made item ............................................................................................59
D
data file ...............................................................................................................22
Data file Maintenance .....................................................................................211
Data Security ...................................................................................................180
database ...............................................................................................................9
Database files ..................................................................................................209
Date ....................................................................................................................66
Date Closed .....................................................................................................107
Date Issued ............................................................................................. 107, 112
Date Reqd field ...............................................................................................107
Date Required .................................................................................................107
Date Required, FOB, Shipping Acct ..................................................... 19, 117
Dates ..................................................................................................................40
Default PO Notes from text file ............................................................ 19, 117
Default Tax Rate .............................................................................................118
defragmenting .................................................................................................209
delete a cost entry .............................................................................................91
Delete button ....................................................................................................68
Deleting Items ...................................................................................................68
Delivery Required ...........................................................................................108
DEMO mode ....................................................................................................14
Departments for ECO Signoffs ....................................................................191
Description Field Data ...................................................................................109
Detail field .........................................................................................................55
Detail Items ................................................................................................ 34, 56
Detail items .......................................................................................................57
Details grid ........................................................................................................56
Dial Buttons ......................................................................................................79
Dialing COM Port ............................................................................................16
Direction Indicator ...........................................................................................41
Display a family of Items .................................................................................58
Index
•235
Do not apply Fonts ........................................................................................164
Do not Move controls when printing ...........................................................164
DOC ........................................................................................................... 51, 52
Document ..........................................................................................................52
Document exchange rate ...............................................................................150
Double Click Action .........................................................................................39
Drawing .............................................................................................................52
DWG .......................................................................................................... 51, 52
Dymo/CoStar .................................................................................................158
E
Each ECO Line Item Contains .....................................................................195
ECO department signoffs ..............................................................................207
ECO Edition .....................................................................................................11
ECO Sequence ................................................................................................193
ECO Settings ..................................................................................................188
ECO Setup Utility ...........................................................................................187
Edit indicators .................................................................................................183
Edit...Settings ....................................................................................................14
Editable columns ..............................................................................................40
editions ...............................................................................................................11
Eject Other Users ...........................................................................................210
Enforce Upper Case Text in P/Ns .................................................................20
Engineering Change Order ............................................................................185
engineering contact ...........................................................................................86
Enhanced dropdown lists ................................................................................32
Enter Change Instructions .............................................................................200
Entering Costs ..................................................................................................90
Entering Item Information for one Source ....................................................82
entering part information .................................................................................50
Essential Concepts ............................................................................................27
EX Edition ........................................................................................................11
Excel spreadsheet file .....................................................................................178
expand ................................................................................................................38
Exporting .........................................................................................................177
extended bill of material ...................................................................................95
extended sum of column ................................................................................149
F
F.O.B. ..............................................................................................................108
•236
family of items ...................................................................................................55
FAQs ..................................................................................................................13
Fast Find ..........................................................................................................140
Faxing ..............................................................................................................157
File paths ...........................................................................................................24
file viewers .........................................................................................................19
files linked to items ...........................................................................................24
Files/URL page tab ..........................................................................................69
Files/URLs ........................................................................................................35
file-sharing .........................................................................................................23
Filter ...................................................................................................................44
Filter By... ..........................................................................................................44
filtering P/N dropdown list .............................................................................50
Find ..................................................................................................................140
Find Dialog ......................................................................................................148
finished assembly ..............................................................................................70
Followup ............................................................................................................79
Foreign currency .............................................................................................150
Found Items List ............................................................................................148
free program updates ........................................................................................13
G
Global / Local Settings ....................................................................................24
Go To Web .......................................................................................................78
H
help .....................................................................................................................13
Hide Job line items from reports ..................................................................133
History of inventory adjustments ..................................................................121
How To’s .........................................................................................................199
I
Icons ...................................................................................................................37
IEC .....................................................................................................................66
Ignore ...............................................................................................................100
Importing .........................................................................................................177
Increase Qtys for Over-Kitting .....................................................................101
Installation .........................................................................................................14
Insure ...............................................................................................................108
Inventory grid ...................................................................................................34
Index
•237
Inventory Grid - Sum of Column .................................................................124
Inventory Management ..................................................................................121
inventory management tools .........................................................................121
Inventory Valuation ........................................................................................123
Inventory Valuation Summary Report ..........................................................123
Item + List ........................................................................................................42
Item Number order ..........................................................................................37
Item Numbers .................................................................................................143
Items Supplied ..................................................................................................82
Items Supplied grid ...........................................................................................91
items to be removed from stock ...................................................................119
J
Job ........................................................................................................... 118, 147
job number ............................................................................................... 86, 108
Job Page ...........................................................................................................131
Jump to any Found Item ................................................................................148
K
Kit List .................................................................................................... 119, 120
Kitting Options ...............................................................................................120
L
Label captions .................................................................................................159
Label definitions, adding new ........................................................................160
Label Line Fields .............................................................................................159
Label styles
sheet 159
singles 159
Labels ...............................................................................................................158
Last Calc Cost for Assy ..................................................................................100
License number .................................................................................................14
limitations inherent in data sharing .................................................................22
Linking Files to Items .......................................................................................69
Linking Items to Vendors and Sources ..........................................................82
Linking Vendors to Items ................................................................................80
List of Manufacturers .......................................................................................81
List Pane ............................................................................................... 30, 31, 33
List Tabs ............................................................................................................33
List Tabs for Item Master ................................................................................33
•238
List Tree .............................................................................................................34
List Tree tab ......................................................................................................37
Local currency .................................................................................................150
logo on a Purchase Order ..............................................................................166
M
Made From ................................................................................................. 34, 58
Made From branches .......................................................................................38
Made-From links ...............................................................................................46
Main Window ....................................................................................................30
Maintain Min Stock ........................................................................................101
Make Kit List ..................................................................................................119
Make Purchase List ...........................................................................................95
Makes .................................................................................................................34
Makes tab ...........................................................................................................62
Managing Users and Permissions ..................................................................180
Manually Generate RFQ’s ...............................................................................87
Manufacturer P/N ............................................................................................81
Manufacturer Part Number .............................................................................84
memo reference field ........................................................................................73
Merging ............................................................................................................178
Mfr drop-down list ...........................................................................................80
Microsoft Access ............................................................................................215
Minimum Stock ...............................................................................................121
Minimum Stock Qty .........................................................................................58
MRP systems .......................................................................................................9
multiple currencies ..........................................................................................150
Multiple Sources ...............................................................................................83
Multiple Users ...................................................................................................24
multiple users ....................................................................................................12
Multiples Of ....................................................................................................103
Multi-User .........................................................................................................22
Multi-User Disclaimer ......................................................................................25
N
negative inventory counts ..............................................................................103
NetKitQty .......................................................................................................119
network drive ....................................................................................................19
New button .......................................................................................................70
New Data File .................................................................................................208
Index
•239
New Item dialog ...............................................................................................70
Non-editable columns ......................................................................................40
Non-inventory items ........................................................................................52
Non-numeric quantity entries ..........................................................................72
Not Used ...........................................................................................................34
Notes ..................................................................................................................67
O
Obsolete .............................................................................................................66
On Orders .........................................................................................................34
on-line help ........................................................................................................13
Open ECO ......................................................................................................207
Open Orders ...................................................................................................113
Optional Text on labels ..................................................................................159
Order This Item ..............................................................................................112
Ordering Random Items ................................................................................112
P
P/N ....................................................................................................................27
Page Setup .............................................................................................. 154, 155
Parent P/N ................................................................................... 22, 55, 65, 213
Parent Part Number Options ..........................................................................58
Parent Part Numbers ........................................................................................46
Parent part numbers .........................................................................................56
Parent Revision ...............................................................................................190
Part Number .....................................................................................................50
part number .......................................................................................................27
Part Number dropdown ...................................................................................50
Part Number Examples ....................................................................................48
Part Number Option settings ..........................................................................20
Part Numbering ................................................................................................46
Parts & Vendors Main Window ......................................................................30
Parts List ............................................................................................................52
Parts List Options ...................................................................................... 18, 75
Parts Lists ................................................................................................... 34, 70
PDF Files .........................................................................................................156
Permission Groups .........................................................................................180
PL ................................................................................................................ 51, 52
PO Printing Options ......................................................................................111
Popup Menu ............................................................................................. 31, 138
•240
Preferences ........................................................................................................15
price breaks ................................................................................................. 82, 90
Primary Source ..................................................................................................82
primary source ...................................................................................................80
print individual RFQ’s ......................................................................................86
Print Setup .......................................................................................................154
Printing ............................................................................................................154
Printing Bar Codes .........................................................................................136
printing from a Multi-row grid ......................................................................154
Prompt to Cancel ............................................................................................103
PS ................................................................................................................ 51, 52
Purchase List .............................................................................................. 95, 98
Purchase List Sequence ....................................................................................97
Purchase Order ...............................................................................................112
Purchase Order to a Single Vendor ..............................................................109
Purchase Orders ....................................................................................... 95, 106
Purchase Spec ...................................................................................................52
Q
Qty Received ...................................................................................................116
Qualify for Price Break .....................................................................................99
Quantity field on Parts Lists ............................................................................72
QuickBooks Connection ................................................................................171
QuickBooks Setup Suggestions .....................................................................175
QuickStart ..........................................................................................................27
QuoteQty ...........................................................................................................88
R
Receive Partial ........................................................................................ 115, 116
Received Items ................................................................................................115
record locking ...................................................................................................22
record selector ...................................................................................................39
Records ..............................................................................................................33
Reduce Qtys by Items On Order ..................................................................101
Reference field ..................................................................................................73
RefMemo ...........................................................................................................74
Refresh Button ..................................................................................................42
Refresh button ........................................................................................... 23, 42
refresh interval ..................................................................................................23
Refreshing Data ................................................................................................23
Index
•241
RefText ..............................................................................................................74
Released .............................................................................................................66
remove a manufacturer ....................................................................................81
Remove button ...............................................................................................142
remove the items from stock .........................................................................122
Removing controls from a report .................................................................165
Removing Items From Lists ..........................................................................142
Removing/Deleting items ..............................................................................143
Renumber Assy Order .....................................................................................72
Renumber Items ...................................................................................... 88, 111
Replace Certain Formatted Data ...................................................................212
Replace Certain String Data .............................................................................49
Replace Character in P/N ..............................................................................213
Report Layout Editor .....................................................................................162
Reports .............................................................................................................154
Requests for Quotation ....................................................................................86
reverse control direction ..................................................................................41
Revision .............................................................................................................66
Revision Archive .............................................................................................190
Revision Control .............................................................................................185
Revision History .............................................................................................198
Revision is independent ...................................................................................20
RFQ ...................................................................................................................34
RFQ and PO Options ............................................................................. 18, 117
RFQ Page ..........................................................................................................87
RFQ response address .....................................................................................17
RFQ/PO Options on the Settings dialog ......................................................89
RoHS features ...................................................................................................84
Root P/N ..........................................................................................................56
RPX file ...........................................................................................................162
S
safety agencies ...................................................................................................66
save filters ..........................................................................................................44
Saved Views .......................................................................................................43
Saving Changes .................................................................................................31
scan preamble ..................................................................................................134
scan terminator ...............................................................................................134
Scanning and Printing Barcodes ....................................................................134
Scope of ECO Control ..................................................................................189
•242
SE Edition .........................................................................................................12
Search or Filter the Add Item list ..................................................................141
Secured data files ............................................................................................181
Seiko Smart Label ...........................................................................................158
select individual rows .......................................................................................40
Select Items on the Grid ..................................................................................39
select more than one item ................................................................................39
Separate With Spaces ........................................................................................73
Sequence of Activities ......................................................................................28
Set Departments for ECO Signoffs ..............................................................191
Set Quantity Equal to Reference Designator Count .....................................74
Setting Costs for Parts ......................................................................................86
Setting the word ‘ADVISE’ instead of a cost entry on a PO. ....................114
Settings ...............................................................................................................15
Setup program ...................................................................................................14
Sharing a Data File ............................................................................................22
Shift+click .........................................................................................................39
shipping address ................................................................................................17
shortages ............................................................................................................64
Shortcut Keys ....................................................................................................45
Show a List Item’s List .....................................................................................42
Show All ................................................................................................... 33, 138
Show Columns Dialog .............................................................................. 36, 76
Show ECOs needing my signoff ...................................................................202
Show Item ................................................................................................ 41, 138
Show Item + List ..................................................................................... 42, 138
Show Lines ......................................................................................................139
Show Lines...1, 2 or 3 .......................................................................................75
Show Made From Branches ............................................................................38
show Made-From branches .............................................................................62
Show or Hide Tree Branches ..........................................................................38
ShowAll grid ......................................................................................................68
Sign off an ECO .............................................................................................202
Simplified Block Diagram ................................................................................11
Software Setup ..................................................................................................14
Sort by a secondary column .............................................................................40
Sort in descending order ..................................................................................40
Sort lists .............................................................................................................40
Sort Reference Designators .............................................................................74
Source link .................................................................................................. 82, 90
Index
•243
Sources ........................................................................................................ 34, 79
Sources grid ................................................................................................ 27, 80
Sources tab ........................................................................................................80
Specify the disposition ...................................................................................201
Specifying Sources for Items ...........................................................................78
Splitter Bar .........................................................................................................42
spreadsheets ......................................................................................................10
Starting RFQ Number ......................................................................................86
Status ..................................................................................................................66
Status Bar ...........................................................................................................44
Status Panel .....................................................................................................104
Step By Step ECO ..........................................................................................196
stock ........................................................................................................ 119, 121
suggest next available Part Number ................................................................51
Sum of a Column ............................................................................................149
T
tab-separated ...................................................................................................178
tabulated ............................................................................................................55
Tax Caption .....................................................................................................118
technical support ...............................................................................................13
Terms ...............................................................................................................108
text reference field ............................................................................................73
Tips For Better Part Numbering .....................................................................47
To remove items .............................................................................................142
Tool Bar .............................................................................................................42
Toolbar Save and Delete View buttons ..........................................................43
Totals by Job# ................................................................................................118
Tree ....................................................................................................................27
Tree Branches ...................................................................................................38
Tree column widths ..........................................................................................37
Tree View ..........................................................................................................36
TUV ...................................................................................................................66
Type ............................................................................................................ 27, 51
U
Underwriters Laboratories ...............................................................................66
Uninstall ...........................................................................................................215
Unissued Orders .............................................................................................113
Units are independent ......................................................................................20
•244
Units of Measure ........................................................................................ 62, 63
Unreleased .........................................................................................................66
Updating Costs ................................................................................................114
Updating Item Costs ......................................................................................113
upgrade ..............................................................................................................12
URL ....................................................................................................................78
Use as Total .....................................................................................................100
Use As units ............................................................................................... 62, 64
Use Available Subassemblies .........................................................................121
Use Cost for Nearest Break ...........................................................................100
Use Current Cost for Items with no Source ..................................................94
Use Current Costs Only .......................................................................... 99, 106
Use Our Shipping Account ...........................................................................108
Use Parent Cost ................................................................................................57
Use Source Costs ..............................................................................................99
Use Zero Cost and Level ...............................................................................100
Used On ............................................................................................................34
User field caption text ......................................................................................22
user field captions .............................................................................................65
User Field settings ............................................................................... 21, 58, 65
User Fields .........................................................................................................64
User fields User6-10 .........................................................................................64
Using Barcode Input ......................................................................................135
Using the Permission Setup Utility ...............................................................180
Utility Maintenance Routines ........................................................................211
V
Vendor currency .............................................................................................150
vendor price breaks ..........................................................................................91
Vendor-specific exchange rate .......................................................................150
View History .....................................................................................................43
View...Units of Measure ...................................................................................63
Viewer and Net Path settings ..........................................................................19
Viewers ..............................................................................................................24
Viewing Data with Microsoft Access ...........................................................215
Viewing Information on the Grid ...................................................................33
Viewing Purchase Orders ..............................................................................113
visibility of tree branch .....................................................................................38
Index
•245
W
web address .......................................................................................................78
web links ............................................................................................................35
What About ECO Numbers? ........................................................................186
Why Use ECOs? .............................................................................................186
Winfax ..............................................................................................................157
Winfax Support ...............................................................................................118
Working with Items ..........................................................................................46
Wrap Text ........................................................................................................139
Z
Zoom Text ......................................................................................................111
Zoom window .................................................................................................111
•246
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