Managing part restrictions

Manage Part Restrictions - A summary of the activity

Unified Glossary

Basics of using a typical web page

Using Online Help

The “Manage Part Restrictions” page appears.

Define / view mode

Define

Select this radio button to create / remove restriction.

View

Select this radio button to retrieve and display all the restriction records matching the entered search criteria.

Search Criteria

Part #

The code identifying the part for which you wish to retrieve the restriction details.

Mfr. Part #

The manufacturer part number.

Mfr. #

The code identifying manufacturer of the part.

Mfr. Serial #

The manufacturer serial number of the part.

Mfr. Lot #

The manufacturer lot number of the part.

Eff. From Date

The starting date in the range of dates from which you wish to retrieve the restriction details.

Eff. To Date

The ending date in the range of dates until which you wish to retrieve the restriction details.

View

Use the drop-down list box and select one of the following:

  • All – Select this option to retrieve all the restriction details.

  • Latest – Select this option to retrieve the last restriction details.

By default, the system displays “All”.

This drop-down list box is visible only in ‘View’ mode.

The search retrieves parts for which restrictions have been defined regardless of the EO reference.

Restriction details

The system displays the following fields in the “Restriction Details” multiline:

Mfr. Part #

The manufacturer part number.

Help facility available.

Mfr. #

The code identifying manufacturer of the part.

Part #

The code identifying the part for which restriction is to be defined.

Help facility available.

The system displays the following:

Part Description

The textual description of the part.

Part Category

The category to which the part belongs.

Part Details

Any other details of the part.

Mfr. Serial # From

The starting manufacturer serial number in the range of serial numbers from which restriction is defined.

Help facility available.

Mfr. Serial # To

The ending manufacturer serial number in the range of serial numbers until which restriction is defined.

Help facility available.

Mfr. Lot # From

The starting manufacturer lot number in the range of lot numbers from which restriction is defined.

Help facility available.

Mfr. Lot # To

The ending manufacturer lot number in the range of lot numbers until which restriction is defined.

Help facility available.

Note: If a valid Part # is entered, ensure the following:

Entity Type

Use the drop-down list box to select the entity associated with the part on which you want to impose restrictions. The drop-down list box displays the following: Customer, Supplier and Carrier.

Entity Code

The unique identifier for the entity associated with the part on which you want to impose restrictions, such as customer #, supplier # or carrier #.

Note: The customer #, supplier # or carrier # that you specify here must be valid and Active as defined in the Customer, Supplier or Carrier.

Entity Description

The name or short description of the entity associated with the part on which you want to impose restrictions.

Restriction Code

Use the drop-down list box and select the restriction code. The system lists all the ‘Active’ entities defined for the Entity Type ‘Stock Restriction Code’ in the “Set Process Parameters” page of the “Common Master” business component, in ascending order.

By default, the system leaves the field blank. For e.g. If a restriction code ‘NO Purchase’ (User Defined) is selected and if ‘Allow Purchase Order?’ is set as “No” for the restriction code in “Set Process Parameters” page, the system will not allow the user to raise Purchase Order for the Parts having Restriction code as ‘No Purchase’ during the period for which the restriction is applicable.

Ref. Doc Type

Use the drop-down list box and select the type of the reference document related to the part restriction. Mandatory. The system lists the values “EO” and “Others”.

You must enter a valid Engineering Document #, if Ref. Doc Type is selected as “EO”.

By default, the system displays “Others”.

Ref. Doc #

The code identifying the reference document. Mandatory.

Help facility available.

Document Description

The textual description of the reference document.

Remarks

Any remarks related to the restriction. Mandatory.

Note: Ensure that the Mfr. Part #, Part #, Mfr. Serial # From, Mfr. Serial # To, Mfr. Lot # From, Mfr. Lot # To, Restriction Code and Ref. Doc # combination is unique.

The system displays the following:

Previous Remarks

The previous remarks recorded against the restriction.

Eff. From Date

The date from which the restriction is to be defined. Mandatory.

Eff. To Date

The date until which the restriction is to be defined.

The system displays the following:

From Restriction Status

The current status of the restriction record.

To Restriction Status

The modified status of the restriction record.

Note: The ‘From Restriction Status’ and ‘To Restriction Status’ fields are visible only in ‘View’ mode.

The system displays the following fields:

Created By

The login name of the user who created the part restriction.

Created Date

The date on which the part restriction was created.

Last Modified By

The login name of the user who last modified the part restriction.

Last Modified Date

The date on which the part restriction was last modified.

Note: Ensure that at least one record is selected in the multiline.

To save restriction

To remove restriction

Note: The “Save Restriction Info” and the “Remove Restriction Info” pushbuttons are visible only on selecting the ‘Define’ radio button.

To proceed carry out the following: