Recording Basic Details tab for quick parts

Select the “Basic Details” tab in the "Create Quick Parts" page.
Enter the following fields in the “Serial / Lot Details” group box.

Sl No Controlled	Use the drop-down list box to indicate whether serial numbers must be generated for the part. The system lists the options “Yes” and “No”.
Sl No Logic	Use the drop-down list box to select the method to be used to generate the serial number for the part.
	Automatic Generation – indicates that the internal serial number for the part is automatically generated by the system.
	Manufacturer Sl No – indicates that the internal serial number for the part is based on the serial number issued by the manufacturer.
	The system displays leaves the field blank by default.

Note: The “Sl No Logic” must be set as “Automatic Generation” for a part, which is serial number-controlled and for which “Sl No Type” is selected.

Note: This field must be left blank, if the part is not serial number-controlled.

Sl No Type Num

Use the drop-down list box to select the numbering type for the part serial number. The system lists all the “Active” numbering types set for the “Serial No. Generation” transaction type in the “Document Numbering Class” business component. The system leaves the field blank by default.

Note: This field must not be left blank, if the part is serial number controlled-and when the “Sl. No. Logic” field is set to “Automatic Generation”.

This field must be left blank if the part is not serial number-controlled.

Lot No Controlled

Use the drop-down list box to indicate whether lot numbers must be generated for the part. The system lists the options “Yes” and “No”.

Note: This field must be selected, if the part is lot number controlled.

Lot No Type Num

Use the drop-down list box to select the numbering type for the lot number of the part. The system lists all the “Active” numbering types set for the “Lot No. Generation” transaction type in the “Document Numbering Class” business component The system leaves the field blank by default.

Do not leave this field blank, if the “Lot No Controlled” box is checked.

Note: This field must be left blank if the part is not lot number-controlled.

Enter the following in the “Basic Details” group box.

Standard Cost

The cost of the part (Decimal). Mandatory. The standard cost must be greater than zero. The standard cost of the part is required for valuation of the part.

The system displays the following in the “Basic Details” group box:

Base Currency

The base currency of the login organization unit.

Enter the following fields in the “Basic Details” group box.

Planning Type	Use the drop-down list box to select the method in which the part requirement is planned.
	Reorder Level – indicates that the purchase activity is automatically initiated by the system, when the stock level falls below the fixed reorder level and the quantity that is ordered is the specified reorder quantity.
	Min – Max – indicates that a purchase activity is automatically initiated by the system, whenever the stock on hand falls below the minimum level.
	None – indicates that no specific method is followed for part requirement planning.
	The system displays “None” by default. Data selection is mandatory.

Note: Ensure that the planning type is set to “None” when the prime part number is different from the part number entered in the “Part Information” group box.

Expense Type	Use the drop-down list box to select the type of expense incurred while purchasing the part. The system provides the options “Capital” and “Revenue” and displays “Revenue” by default. If “Capital” is selected, the system ensures that the Expensing Policy is not set as “On Receipt” in the “Planning Details” tab page. Data selection is mandatory.
Designed Shelf Life	The maximum period of time, for which a part can be maintained on the shelf without any deterioration of its basic characteristics (Decimal). The designed shelf life must be greater than zero.
Shelf Life Unit	Use the drop-down list box to select the unit of measurement of shelf life for the part. The system displays the options “Days”, “Weeks”, “Months”, “Years” and “None”. You can specify the shelf life unit for the parts, which is either “Serial” or “Lot” number controlled.
Stock UOM	The unit of measurement in which the part is stocked (Alphanumeric, 10). Mandatory. The UOM must be defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component and must be in “Active” status.
	Help facility available.
Issue Basis	Use the drop-down list box to select the basis on which the part is issued. Mandatory .The system lists the following options: Returnable – Select this option to indicate that the part is returnable after issue. Core returnable – Select this option to indicate that the part is core returnable Non-Returnable - Select this option to indicate that the part is non-returnable after issue. You can select this option only for the parts of type “Expendable”, “Tool”, or “Miscellaneous”.
Part Account Group	The code identifying the part account group that you wish to associate to the part (Alphanumeric, 20). Ensure that the part account group is already defined in the “Create Part Account Group” activity of the “Account Group” business component and the “Account Group in Part Master” option is set as “Allowed” in the “Account Group” business component. Data entry in this field is mandatory for a part in “Active” reference status. The system defaults this field with the value specified in the “Default Part Account Group” in the “Set Options” activity of the Part Administration component, if the “Account Group in Part Master” is set as “Allowed” in the Set Options activity of the “Account Group” business component and no account group is specified. The part account group you specify must be defined in the “Create Part Account Group” activity of the “Account Group” business component and should be in Active status. Help facility available
Primary Part Group	Use the drop-down list box to specify the primary part group of the part. This field is mandatory if the “Primary Part Group Mandatory” field is set to “Yes” in the ‘Set Options” activity. The system displays the part groups defined in the “Create Part Groups” activity that are in Active status, and defined with the same applicable purposes as those specified in the “Set Options” activity.
Non-Stock able	Use the drop-down list box to specify whether there is no stock available for the part in any of the warehouses of the interacting “Stock Maintenance” business component. The system displays the options “Yes” and “No”. The system by default displays “No”. If this field is set as “Yes”, the system ensures that the “Planning Type” field is set as “None”.
Manufacturer Part #	The number given by the manufacturer of the part (Alphanumeric, 40). The manufacturer uses this number as reference.
Manufacturer #	The code identifying the manufacturer of the part (Alphanumeric, 45). Mandatory if you have entered the “Manufacturer Part #” field. Help facility available
Prime Part #	The number identifying the prime part (Alphanumeric, 40). The prime part number is an attribute of the part number that enables to retrieve a set of alternate parts for a defined part number Note: The prime part of the copied part is inherited by the new part only if the "Copy Prime Part # during Copy Part" process parameter is set as “Yes” in the Set Inventory Process Parameters activity of the Logistics Common Master component, Help facility available

Note: If the part number entered in this field is not same as the part number entered in the “Part Identification Details” group box, then ensure that the prime part entered is in “Active” reference and planning status as identified in the “Part Administration” business component.

Note: If the prime part number is left blank, the “Part #” entered in the “Part Information” group box is updated as the prime part number.

Enter the following fields in the “Source Document Details” group box;

Source Document Type	Use the drop-down list box to select the type of the reference document based on which the part number is being created. IPC – indicates that the reference document is an Illustrated Parts catalogue. Eng. Doc – indicates that the reference document is an Engineering Document Others – indicates that the reference document could be any document other than “IPC” and “Eng. Doc”. This field is mandatory if the Source Document # is entered.
Source Document #	The number identifying the reference document (Alphanumeric, 40). The system ensures that a value exists in this field, if the option "Source document information for a Part" is set as "Mandatory" in the “Logistics Common Master” business component.
Document Revision #	The revision number of the source document (Alphanumeric, 40).
Source Document Date	The date on which the reference document was created. This field is mandatory if the Source Document # is entered. The system ensures that the entered date is lesser than or equal to current date.

To proceed

Select the “Maintenance Details” tab to record the maintenance details for the part.
Select the “Planning Information Details” tab to record planning details for the part.

Select the “Purchase and Sales Information” tab to record the purchase and sales information for the part.
Select the “Usage, Source and Storage Details” tab to record the warehouse details for the part .