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Product Data Management Module User Manual

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1. Product Data Enquiry tem Enquiry Category Enquiry ECN Enquiry Project Enquiry 1 1 Product Data Management Module System Overview 1 2 Product Data Management Features Item Type Item types identify categories of stock such as purchased assembled or fabricated Item types are required for every item and should be set up according to a system wide plan since they are used throughout the system Item Class The item class code is one of the criteria for item based planning reports and analysis Item class codes are user defined and are required when Items are created in Item Code master maintenance Bill of Material A bill of material lists of all the subassemblies intermediates parts and raw materials that constituted in a parent item A bill of material also shows the quantity of each item that is required to make a standard batch of the parent item Certain industries refer to bills of material and their display formats as formulas recipes and ingredient lists 1 2 Product Data Management Module System Overview Bill of Material Purpose A bill of material e Defines a product e Ensures that all company staff and all business elements have access to the latest product definition information These benefits arise only 1f all company functions share the same bill of material Integrating informatio
2. Withhold a BOM Steps 1 In Bill of Material click BOM Withhold 2 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 3 Press the Read button 4 Click cipium button 5 5 Product Data Management Module Bills of Materials 5 4 Alternate Item E i EXB zs B E EE Gal LE CT MI ED ES way ESATA IRD KHU I N 5 Q3 A ou dca d gt Riig i ey ertet n cus am Produc ales Malaria Purchase Preussen Subcantract imarter Sri C e Priority I Rabo 0 0000 ARA leia gt E L a Cariri Kcal Bratz m Akernats kam True D Falsa ID D X o a Ya m F E Trs x F m a i First of all you need to read an Assembly Number and an Item Number before you create update or delete an Alternate Item of the selected Assembly Number and Item Number Read an Assembly Number and an Item Number Steps 1 In Bill of Material click Alternate Item 2 Click the Pop Up button from the Assembly No field gt double click the Assembly No you want to choose 3 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 4 Press the Read button Product Data Management Module Bills of Materials Create a new Alternate Item Steps 1 After you retrieved the Assembly No and Item No click the Pop Up button from the Al
3. 1 After you retrieved the Assembly No click the Pick button on the left of the Item No you want to update or use the search function to search an Item No 2 Click Update button and then amend the data 3 Click SiL button to confirm the input 5 2 Product Data Management Module Bills of Materials Delete an Item Number Steps 1 After you retrieved the Assembly No click the Pick button on the left of the Item No you want to delete gt click the Pelete button or use the search function to search an Jtem No 2 Click Yes to delete the record Delete All Item Numbers Steps DeleteALL 1 After you retrieved the Assembly No click button 2 Click Yes to delete all records Product Data Management Module Bills of Materials 5 2 BOM Approval om Matera Purchase Preducion Suteantract invertor Amiben E a poo cscambly No FHE 3547 aa Approve a BOM Steps 1 In Bill of Material click BOM Approval 2 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 3 Press the Read button 4 Click Approval button 5 4 Product Data Management Module Bills of Materials 5 3 BOM Withhold ET i E ip nu Ol wj ED ES way ESATA IND EU I N 5 Q3 Que mnm ou dio d gt MeL vy Api a cUm FL E Product Sales Mabarial Purchase Pradumian Subcontract liat nkan e
4. Create a new Category Steps 1 2 3 4 5 6 1 In Master File click Category Master Click amp ddMew button Type Category Code Description Click the Pop Up button from the Default Unit field gt double click the Default Unit you want to choose Choose the MBS Code from the Pull Down Menu Enter Generate Code Special Character Generate Desc Desc Index Click Confirm button 2 2 Product Data Management Module 2 3 Unit of Measurement Mido le Product Gales Meters Purchase Production Subcontract Insentory System UuDM i bart ama r Ban Create a new Unit Steps 1 In Master File click Unit of Measurement 2 Click amp ddMew button gt type UOM gt press Tab Confirm 3 Type Unit Description click button A O25 Que amea Ow J asuduou Master File Setup Product Data Management Module 2 4 Color Master wx up wr a TaT Ren i i 8 9 23 us uaner Gee Q S0 90 300 ame la TERSTEN c rat Geter Maternal Purchase Production Subcontract Insenborr Sistem ES Chine cose EE Devo Ti cocoent Color Code Peblcolores cotobs1 au ie ha puifecionts coLomps aa agris A a s True eFalzo Create a new Color Code Steps 1 In Master File click Color Master 2 Click 8dMew button gt type Color Code gt press Tab 3 Type Description click Sentir button Master File Setup 2
5. e Refining the manufacturing process e Adopting new procedures and methods Product Data Management Module System Overview 1 3 Terminology Terms and meanings of product data management are described as follows Terms Alternate Item Bills of Material BOM Component Engineering Change Notice Item Item Number Parent Pegging Phantom Item Quantity per Scrap Rate Units of Measure Definitions Items are approved for substitution when the primary item 1s not available Listing of all sub assemblies components and raw materials with quantity per that are constituted in a parent item Item used to manufacture another item Formal notification specifying an engineering change Any manufactured or purchased part An alphanumeric code that identifies an item Every item must have a unique item number Item made up of one or more component items Ability to identify source of demand for an item Term used to describe transient or non stocked items Quantity of an item is required to manufacture the parent item Anticipated loss within manufacture of product Unit in which the quantity of an item is managed such as stocking purchasing and selling 1 5 Product Data Management Module System Overview 1 4 System Login aima beams LL E Steps a Double click the System icon from the folder b After the Login Screen is displayed input your User ID and Password c Press
6. i Global System Product Data Management Module User Manual i 5 Bee Fy T Global USE oi Limited RFRA A M os potes Solutions Limited i Global System Copyright 2003 i Global Solutions Limited All rights reserved Product Data Management Module User Manual Version 1 02 This product and related documentation are protected by copyright and are distributed under licenses restricting their use copying distribution and de compilation No part of this product or related documentation may be reproduced in any form by any means without prior written authorization of i Global Solutions Limited Trademark i Global System is a registered trademark of i Global Solutions Limited Other product names mentioned in this manual may be a trademark or registered trademarks of their respective companies and are hereby acknowledged Printed in Hong Kong Contents Page About LIS Mi a de tae IE i Conventions Used in Dus Manil l uas teet ror duae de inem uD densa ce Pese ue E REPOS sine i 1 SYSE A O 1 1 IE UG WA kaa da coal aa Wa ino arenas Uses 1 1 1 2 Product Data Manasement PealUre Aa 1 1 ES CIMINO IO AA giao ca ueacs lesa natn cea acsealanasnoelmuamlecnnein 1 1 LEA System AA otd n 1 1 LS Workspace Components dd dl ie recess et desee Eo 1 1 WO Stent LO aie M 1 1 LI Operation Modes ot the Syste i ieie eea o 1 1 2 Master File SD uui eia eee ele d e SI LI E due 2 1 Z4 Pio ia ada 2 1 2 2 EMESOLN LAS a
7. Curl qni de mare db zur fie rip Grerrae ade Lrrerair Mer li we SFR OREA IBID PAE TT SIG A ERTED FE DA F ARET I Create a new Segment Group Name Steps 1 In Auto Item Generation click Segment Master 2 Click ddMew button 3 Type Name Code and Description 4 Click Somi button Create a new Segment Name Steps 1 In Auto Item Generation click Segment Master 2 Click AddNew button 3 Type Name Code and Description Auto Item Generation 4 1 Product Data Management Module Auto Item Generation 4 For generating as part of Item No Type Generate Code and Generate Desc Generate Description 5 Default 6 Select the Update Field that the Generate Code will be automatically shown in Item Master To set User Defined Field Please see System Module System gt System Label Item Master User Defined Field 7 Click MN button Update a Name Code Steps 1 To Update an existing Name Code click the Pick button on the left of the Name Code you want to update or use the search function to search a Name Code 2 Click Update button and then amend the data 3 Click ULT button to confirm the input Delete a Name Code Steps 1 To delete an existing Name Code click the Pick button on the left of the Name Code you want to delete gt click Pelete button or use the search function to search a Name Code 2 Click OK button to confirm the process 4 2 Product Data Management Modul
8. INT BED c bat Bl Oi 3 tee aj Puri uw a kalia Day tao wa sts gt pikes Ses Material rare loan BOI i nestor deste Laos indeed bunt O iron Fee tmn o Ol mal T From Prec a Frome Eo 1 irm meed Ni mo el CEE PAPEI INET Gem EN CN US x IU pee oen i mai IPE a El e e 4 A 1 In Enquiry File click Item Enquiry 2 Click the Pop Up button from the Item No field gt double click the Item No you want to choose press Tab 3 Enter Effective From To Date Range 4 Select Options from the Pull Down menu gt click Enauiry 7 1 Product Data Management Module 7 2 Category Enquiry E Bid 942 am umwa ome 3 525 d 2 A A a OOO A AU AAA EM EA AAA we E rs wa webrnam um DECORATED ROLES FT veHEEL COVEPEL LAE A 1 In Enquiry File click Category Enquiry y 9 E e e TELD LIETIE A bis di wi Enquiry 2 Click the Pop Up button from the Category field gt double click the Category Code you want to choose gt press Tab 3 Select Options from the Pull Down menu gt click EMUITY Product Data Management Module 7 5 E C N Enquiry CADETE z Gu j PoE Em E en Tic ie LI Eruanna PART DEP 1014 6000 ercer par pewa mataa 0 AO ho je osos 1 In Enquiry click E C N Enquiry Enquiry 2 Click the Pop Up button from the E C N No field gt double cl
9. fa Poi ieee reer A bbb LU reset ET Lera Pet adig a Master File Create a new Item in Master File Steps 1 2 3 4 5 6 In Item Code click Item Master Click ddMew button gt type Item No If Item No is auto generated go to Auto Item Generation Setting and Description Optionally type Chinese Description Product Specific and Brand Name of the Item Click the Pop Up button from the UOM field gt double click the UOM you want to choose Click the Pop Up button from the EUOM field gt double click the EUOM you want to choose Click the Pop Up button from the Category Code field gt double click the Category Code you want to choose 3 Product Data Management Module Item 7 Click the Pop Up button from the Product Class field gt double click the Product Class you want to choose 8 In case that you want to hold the Item not released click the Pop Up button from the Hold Code field double click the Hold Code you want to choose 9 To Inactivate the Item No select the Box Inactive gt click SPM button b Detail File Update detail information of Item 1 2 3 4 5 In Item Code click Item File Click Detail File Click the Pick button on the left of the Item No you want to update or use the search function to search an tem No Click Update button and then amend the data Click ST button to confirm the input Delete detail informatio
10. 4 Product Data Management Module Master File Setup 2 5 Product Class Master Product C lae Bos O Desmpboni ji Model 905 Class Lot Coral WEI y Lots Cortina CAAF je aa 5 Siza Coriri Wgh O User PE Enis Date Jo Biripe i Urara teen e ati canal Product Class Create a new Product Class Steps 1 In Master File click Product Class Master 2 Click AddNew button 3 Type Product Class and Description 4 Type Y or N for Lot Control Location Control Color Control and Size Control 5 Optionally Click the Pop Up button from the Default Size Type field gt double click the Default Size Type you want to choose 6 Click SE button Product Data Management Module 2 6 Product Class Account zn Seb dea BEAT INO bu Pa TEEI Geo uae gam 4 375 40 2L CEEE cus aia gt du Sales Material Purchase Produchan iania Inert satan peer Se Corded 211720 Acc Come 0 Master File Setup First of all you need to create a Product Class before you create update or delete a Product Class Account Create Product Class Account Steps 1 In Master File click Product Class Account 2 Click ddMew button 3 Select Product Class and Warehouse 4 Enter the Account Codes 5 Click confirm button 2 6 Product Data Management Module Master File Setup 2 7 Engineer UM Conversion nM qun a surta Eiai LIST Core
11. Module Item 3 3 Custom Field dean EI Ri EENHENCUR MED amm ioe n E 1 2 id dme aero HE A um maa Ens SEE NET duct Lay aaa eee mar ie rr EIER D lae om ae RR gom m m mm nap Se ee er I e T bd To define the user defined field names go to System gt System Label gt Item Master User Defined Field Update an Item No Steps 1 To Update an existing Item No click the Pick button on the left of the Item No you want to update or use the search function to search an tem No 2 Click Update button and then amend the data 3 Click Sei button to confirm the input 3 5 Product Data Management Module Item 3 4 Custom Remark mem EAEC o uua heaps S halb Bg Ni Aaa qu LUE siTe e omi Liem Haaie 1 wer i Ha JT DP ug Ic AA To define the user defined field names go to System gt System Label gt Item Master User Defined Field Update a Custom Remark Steps 1 To Update an existing tem No click the Pick button on the left of the Item No you want to update or use the search function to search an tem No 2 Click Update button and then amend the data 3 Click SEIT button to confirm the input 3 6 Product Data Management Module 4 Auto Item Generation 4 1 Segment Master Produc Segment Master E mar Codes i FRA sereno C pae M56 Serenata Coa A DIVECED TE luc SHEET
12. a new Mould No Steps 1 In Tooling Plan click Mould Master 2 Click dd8Mew button gt type Mould No gt press Tab 3 Type Chinese Description press Tab 4 Type English Specification press Tab 5 Type Specification press Tab 6 Type Customer Mould gt press Tab 7 Type Inhouse Date gt press Tab 10 1 Product Data Management Module Tooling Plan 8 Click the Pop Up button from the Project No field gt double click the Project No you want to choose gt press Tab 9 Type Cavity gt press Tab 10 Type Mould Size gt press Tab 11 Type QTY of Mould Shot gt click SAMM button Search a Mould No Refer to Chapter 1 5 Search Engine Update a Mould No Steps 1 To Update an existing Mould click the Pick button on the left of the Mould No you want to update or use the search function to search a Mould No 2 Click Update button and then amend the data Click Confirm 3 button to confirm the input Delete a Mould No Steps 1 To delete an existing Mould click the Pick button on the left of the Mould No you want to delete or use the search function to search a Mould No 2 Click Pelete button and then click OK button to delete the record 10 2 Product Data Management Module Tooling Plan 10 2 Mould Injection Part a mbo iaa liar L i Bi del Baiki lr lia La IR P apiriri Cl Fa gxr Wip amc ani IAT DU F i Quk O 4 E i Soe gee ram gt PU Mj Vy aw ma Que
13. 1 Product Data Management Module Report 9 Report 4 Search Preview lout m MIL E OutRTF Excel Analyse Next Search Search amp Filter results Preview Preview at screen Out XML Export as XML format Out RTF Export as RTF format Excel Analyse Export as excel format Next Next report enquiry All the reports in the Product Data Management Module can be 1 Enquired 2 Retrieved 3 Previewed 4 Text Searched 5 Printed Faxed E mailed 6 Exported The following are the list of reports in the Product Data Management Module a Master File List b Product Data Dimension c Item Report d Single Level BOM e Indented BOM f BOM History List g Purchase Item Product Data Management Module Report h Where Top Report 1 E C N Report a Master File List Steps 1 In Report click Master File List 2 Select List of Options from the Pull Down menu 3 Opptionally input the criteria 4 Click P e l amp W button to preview and or print the report b Product Data Dimension Steps 1 In Report click Product Data 2 Click Pop Up button to choose the Item No 3 Click Frewiew button to preview and or print the report c Item Report Steps 1 In Report click Item Report 2 Type From To Assembly No or click Pop Up button to choose the Item No 3 Type From To Category Code or click Pop Up button to choose the Category Code 4 Type From To Description 5 Select Options
14. Approval Button Approval for documents eg Sales Quotation Sales Order 1 9 Product Data Management Module System Overview Functions Update Steps 1 View pick the record that you want to update 2 To Update an existing record click the Update button gt Update the fields you want Click Confirm button 3 To Cancel the changes Click Cancel button Delete Steps 1 View the record that you want to delete 2 To delete an existing record click the Delete button 3 Click Yes button in the Pop Up Message to Confirm Delete No button for Cancel the deletion Product Data Management Module System Overview 3 Language Selector Language amp nalvzer c English m Chinese Simplified Chinese Traditional At Language Selector multi languages are supported English Traditional and Simplified You can choose the appropriate language as you like 4 Search Engine Pull Down Menu Type Criteria Here YA E AIEA Search button CaT Ha d 1 127548 Fe LE lg Diboss Cppe dul TAE SE eo m poner FTE TT Pao eer ben CA EA EE ha At Search Engine you can select a specific Field from the Pull Down menu and type the search criteria to search a list of records Search records Method 1 Steps 1 Select a Field from the Pull Down menu gt type the search criteria 2 Click Search button Product Data Management Module System Overview Method 2 Step 1 Click the first page button to find t
15. Evaduc duae Material Purchase POLAT Au Inserts rs Tem E boul Ha Ima pz CHEIE Darp AA ALE Seg oA capo n an Cusine Modo nnaies Dl Pergect Ha A Msud Som 5505 QTY el Mmuki hab Hewitt E Gross Weight pomo lego nono Cant Dp ama Cord X carat case Pdo ee AAA Er nb Create a new Mould No Steps 1 In Tooling Plan click Mould Injection Part 2 Click 8dMew button gt Select Mould No gt press Tab 3 Type Injection Part Description Gross Weight Net Weight Cavity and Remark 4 Click Canim button Search a Mould No Refer to Chapter 1 5 Search Engine 10 3 Product Data Management Module Tooling Plan 10 3 Tooling Plan Maintenance a Tool Plan Entry t 212 Am ai dee o oo dpan VERE a ee OO o je wat mea heme eee Le XS 1 m9 lak LEI dana hej 8 l j y e Create a Tool Plan Steps 1 In Tool Plan click Tool Plan Maintenance 2 Click the Pop Up button from the Assembly No field gt double click the Assembly No you want to choose 3 Click the Pop Up button from the Mould No field gt double click the Mould No you want to choose 4 Type Color Code Revision Status and or Remarks if required 10 4 Product Data Management Module Tooling Plan 5 Click the Pop Up button from the Pigment field gt double click the Item No you want to choose 6 Click the
16. Pop Up button from the INJ Material field gt double click the Item No you want to choose 7 Type Gross Weight Type Cavity Up Mould Size PMS Code Cycle Time Regrind and or Remarks if required 8 Click Read button 9 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 10 Type Net Weight Cavity and or Up press SERT button Search an Item No Refer to Chapter 1 5 Search Engine 10 5 Product Data Management Module Tooling Plan b Tool Plan Amend Tab ak CE CMAC E Master Information First of all you need to read an Assembly Number before you update delete or copy a Tool Plan of the selected Assembly Number Read an Assembly Number Steps 1 In Tooling Plan click Tooling Plan Maintenance 2 Click Tooling Plan Maintenance 3 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 10 6 Product Data Management Module Tooling Plan 4 Click the Pop Up button from the Mould No field gt double click the Mould No you want to choose 5 Type Color Code gt click Read button Update Master Information of Tool Plan Steps 1 Click Update button and then amend the data 2 Click SA button to confirm the input Delete Master Information of Tool Plan Steps 1 Click Pelete button 2 Click Yes to confirm the process Copy Master Information of Tool Plan Steps 1 Click Copy butt
17. ck ddNew button 3 Click the Pop Up button from the Prefix field gt double click the Prefix you want to choose 4 Type the Effective Date 5 Type Remark if required 6 Click the eruit button 6 1 Product Data Management Module Engineering Change Search an ECN No Refer to Chapter 1 5 Search Engine Update an E C N in Master File Steps 1 Click the Pick button on the left of the ECN No you want to update or use the search function to search an ECN No 2 Click Update button and then amend the data 3 Click Sed button to confirm the input Delete an E C N in Master File Steps 1 Click the Pick button on the left of the ECN No you want to delete or use the search function to search an ECN No gt click Pelete button 2 Click Yes to confirm the process 6 2 Product Data Management Module Engineering Change b Detail File Add detail information of E C N Steps 1 In E C N click E C N Maintenance 2 Click Detail 3 Click the Pop Up button from the EUOM field gt double click the Unit you want to choose 4 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 5 Type Scrap 96 gt press Tab 6 Select Action from the Pull Down menu gt press Tab 7 Type Quantity Per ENG gt press Tab 8 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 9 Type Location and Remark i
18. d sa Quen F a um ATA vr as il Tima Matera ona Fodera Debiet rea tee loa maa mpi Waa IAD BED J aG fae ga O yl Cate ee u 11 aa Create a new Vendor Approval Item Steps 1 2 3 4 5 6 1 In Master File click Vendor Approval Click amp ddNew button gt click the Pop Up button from the Item No field gt double click the Item No you want to choose Click amp ddNew button gt click the Pop Up button from the Vendor Code field gt double click the Vendor Code you want to choose Type ECN Engineering Reference Number in the EER No field gt press Tab Type Certificate Date gt press Tab Type Remark if required Click Confirm button 2 0 Product Data Management Module 2 10 Analyse Code Master we Prat lar Hatand Purchana Predu etiani d Subenntract Inventory tear Anales Code j we mila aa A Claes Dascrp uni Deerptnnz eratis Code LIT iL mji D M Create a new Analyse code Steps 1 In Master file click Analyse Code Master 2 Click amp ddMew button 3 Type Analyse Code and Description 4 Select Analyses Class from the Pull Down Menu 5 Click comen button Master File Setup 2 10 Product Data Management Module Item 3 Item 3 1 Item Master LM np Piu f adu Ayo mE Ik BAL Qr Ja pn jam ga e c a AT Ha ee boda Coda ha ELE LIT Canegor Cassi
19. e Auto Item Generation 4 2 Segment Group mem Pe etam Ara AA rona Arnal eer Semeni Cni la 5 tee DICpRD P CTCR Sini Dus mpnoni E ere E T ete LI SS eee ee QT Garea v 17155 De Lis EG ara Denier Pk BAIT Create a Steps 1 2 3 4 5 A A A Dens bts eh bii ir A AA ERTIERT TER MA ATA Toii iO DEJI Curve EL PE VILUM Be AS LA ADC SS IBB EEE oS EF Sl E LEDC CoL TE dr Cr rn e v BETTE CDM YF FALTTEB PIS ATTE EE E FITH PTY FrP BATTERS Pod AIT ETA E OTHER MATTER CR EATTEB Pin En T3 EET yt new Segment Group In Auto Item Generation click Segment Group Click amp ddMew button Click the Pop Up button from the Segment Series field gt double click the Segment Series Segment Group Name you want to choose Click the Pop Up button from the Child Description field gt double click the Child Description Segment Name in the group you want to choose Click confirm button Note Once a segment group is created it cannot be updated You can only delete the whole segment group and create a new one 4 3 Product Data Management Module 4 3 Item Code Format i N Qu Qum dame IU ME cnm ue oo Rie MULA Pal Pe Ll E A aa ra N Ge Be ds lin ccr Lankan ir Zi in alie CT ip CT cen na angi ee ee dm pees Ines repe gen Pp ume m bel Update an Item Code Format Steps 1 In Auto Item G
20. ement Module 5 Bill of Material 5 1 BOM Maintenance PER gt 7 Saa aie nte wa dios 48 E Riin i ey eterne tak age ons ae Product ales Mabel Purch ane Baharin aai Suam iren Sritam ee a FRE fiii LH RAN zi cine rem in Bills of Materials First of all you need to read an Assembly Number before you create update delete or copy an Item No of the selected Assembly Number Read an Assembly Number Steps 1 In Bill of Material click BOM Maintenance 2 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 3 Press the Read button 5 1 Product Data Management Module Bills of Materials Create a new Item Number Steps 1 After you read the Assembly No click ddMew button 2 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 3 Type Q P Eng Quantity Per gt press Tab 4 Click the Pop Up button from the EUOM field gt double click the Unit you want to choose 5 Input Scrap Percentage in the Scrap field 6 Type Location and Remark if required 7 Click BB button Copy Bill of Material from other Assembly Steps 1 After you retrieved the Assembly No click Copy BOM button 2 Click the Pop Up button from the Copy BOM field gt double click the Item No which BOM you want to copy 3 Click BB button Update an Item Number Steps
21. eneration click Item Code Format Auto Item Generation 2 To Update an existing Item Code Format click the Pick button on the left of the Category Code you want to update or use the search function to search a Category Code 3 Click Update button 4 Select the Segment Series that you want to include in the Item Code and set it Format 5 Optionally if there is a need of special character in the item code format type the Spec Char 6 Click 9 f button to confirm the input 4 4 Product Data Management Module Auto Item Generation 4 4 Item Auto Generate END SHD NET See CAD EEIT le Qs 2 ms anne gems o s b ud y gene Legrand EE lumus Cap Leeds rer A SEPT s A kanena Es LI rey Ter F i Ragtarihid 2 gt l de A j p 1 E tagTart i rj Tapren LT gt mE ME E Ene e 5 A aa Generate an Item Code Steps 1 In Auto Item Generation click Item Auto Generate 2 Select Category Code you want to update or use the search function to search a Category Code 3 Select the Name Code of each Segment Series 4 If Format A or N is selected in the Item Code Format enter the characters or numeric respectively in Generate Code with Description 5 Click Chk Item button to check if there is an existing item format for the category 6 Ifthere is no item format generated click Generate button 4 5 Product Data Manag
22. f required 10 Click Satin button Search an Assembly No Refer to Chapter 1 5 Search Engine Update detail information of E C N Steps 1 2 3 Click the Pick button on the left of the Assembly No you want to update or use the search function to search an ECN No Click Update button and then amend the data Click Si n button to confirm the input 6 3 Product Data Management Module Engineering Change Delete detail information of E C N Steps 1 Click the Pick button on the left of the Assembly No you want to delete or use the search function to search an ECN No gt click Pelete button 2 Click Yes to confirm the process Delete All detail information of E C N Steps D Click DeleteALL button to delete all Assembly Numbers 2 Click Yes to confirm the process Approve an ECN 1 In E C N click E C N Maintenance 2 Click the Pick button on the left of the ECN No you want to approve or use the search function to search an ECN No 3 Click Detail click Approval button Post an ECN 1 In E C N click E C N Maintenance 2 Click the Pick button on the left of the ECN No you want to post or use the search function to search an ECN No 3 Click Detail click Post button 6 4 Product Data Management Module Enquiry 7 Enquiry Enquiry can help to retrieve data on screen instantly according to various criteria 7 1 Item Enquiry E aen sus Be
23. from the Pull Down menu 9 2 Product Data Management Module Report 6 Click Print button to preview and or print the report d Single Level BOM same steps for Indented BOM Purchase Item Steps 1 In Report click Single Level BOM or Indented BOM Purchase Item 2 Click Pop Up button to choose the Item No 3 Click Frewiew button to preview and or print the report e BOM History List Steps 1 In Report File click BOM History List 2 Type From To Assembly No or click Pop Up button to choose the Item No 3 Type From To Revision No or click Pop Up button to choose the Revision Number 4 Click Preview button to preview and or print the report f Where Top Report Steps 1 In Report File click Where Top Report 2 Click Pop Up button to choose the Item No 3 Click Frewiew button to preview and or print the report g E C N Report Steps 1 In Report File click E C N Report 2 Type From To E C N No or click Pop Up button to choose the E C N No 9 3 Product Data Management Module Report 3 Tick Approval Posted and or All check boxes in Options if required 4 Click Freeview button to preview and or print the report 9 4 Product Data Management Module Tooling Plan 10 Tooling Plan 10 1 Mould Master E Gales VMatensl Purchase Production Bubconbract Ineertore stem JE Meruid Nix TERES Chinese Dezcnpoon h E Engish Desa gmen air EST Create
24. guide you through the Product Data Management Module of 1 Global System with comprehensive step by step method of instruction This manual was designed in a modular format for the purpose of grouping major topics and placing emphasis on key product features This manual is organized as follows Chapter 1 System Overview Overviews on the Product Data Management Module highlights features and defines terminology Chapter 2 Master File Setup Describes procedures how to set up the master records Chapter 3 Item Provides Items definition concepts and maintenance procedures of the Item Code master Chapter 4 Bill of Material BOM Describes how to build a BOM that based on Items in the Item Code master Chapter 5 Engineering Change Shows steps and procedures to change a BOM thru Engineering Change Note ECN Chapter 6 Tool Plan Provides Mould and Injection Material management details to achieve operation effectiveness Chapter 7 Enquiry Depicts how to enquire necessary information from the system Chapter 8 Report Gives both operational and control report generation for control and operation purposes Chapter 9 Number Prefix Defines the document number prefix for better control Chapter 10 Tooling Plan Define the Mould Master and Tooling Plan of Item Conventions Used in This Manual The following typeface conventions are used throughout this manual Bold Bold text indicates an option to choose or text to type It u
25. he records in the first page of the Table or 2 Click the previous page button to find the record in the previous page of the Table or 3 Click the next page button to find the record in the next page of the Table or 4 Click the last page button to find the record in the last page of the Table 5 Last Activity List gt aja Syst EM Sem OoOO A Item Master Last Activity List shows the screens that you have viewed and edited It gives a way for you to look back the activities that you have done Click the Pull Down Menu and view the history 6 TabFunction Ere Quat Wi yr Marta AA re P a uirar C Exin 58 11 ari ire RHA HT ya Corte Razi Ergo A ated Cong p Core 1 i Parente BOO DII I Correr PIT LU CLE kali Ea Port m o Ex Para PL a Litt Lir LENT S ha kn PT Y De ee Du urs Tar Fi berat a kaaa A ii Lemmy poe ea lil Information is divided under different Tab Functions You can use Mouse to click the tab function or Press lt Tab gt buttons and lt Enter gt on your Keyboard to change the tab functions Product Data Management Module System Overview 1 6 System Logout When the Application System is finished user may perform logout system to exit the system Steps 1 At Menu Bar Click T button to logout the system Sestem Language naya Product Data Management Module System Overview 1 7 Operation Modes of the System Th
26. i i 000 AD ee IRI a MAA A Ri rua lle i Pura dham iam Se SE A PT FEE uius ara E Bat Pad bhii Pra Cu er E repr a AA LA GE HRS a gm ami mea Aa Fura irs im lerm L E di m Rug a Fue Y a be Mal TI Farm zl ar m Pure hr ME gt Fem Te L mni ben fm Te ran Lom Kom Li m beh Fam e si m Para e a A hy US eee P y fn om Vm 7 oe Multi Tree Customer Item Enquiry is used to search for Item information related to specific customers Steps 1 In Enquiry click Multi Tree Customer Item Enquiry 2 Click the Pop Up button gt to select the Customer Code 3 Optionally select Customer Items and Item No and other criteria 4 Click Reload button 5 Inthe below Multi tree diagram click to view details of each folder function 6 You can use the mouse over the browser and click into see details 7 6 Product Data Management Module Number Prefix 8 Number Prefix a E C N Prefix Create a new E C N Prefix Steps 1 In Number Prefix click E C N Prefix 2 Click PddMew button 3 Type Prefix Prefix Description and Initial No 4 Select if the Prefix is the default one 5 Click SU button to confirm the input b Segment Series Prefix Create a new Segment Series Prefix Steps 1 In Number Prefix click E C N Prefix 2 Click amp ddMew button 3 Type Prefix Prefix Description and Initial No 4 Click SU button to confirm the input 8
27. i 2 1 29 OMBI SA me Nissan 2 1 aw A ten eee ter Set meer O nett ine ene tte nator nee ene er 2 1 25 Product Class Master ant 2 1 20 Product Class ACC uii A 2 1 2 7 jibnsmeer UM CON VETO ds 2 1 2 9 ME Ye Master caia 2 1 29 MOSHA PIO VA ai Ns 2 1 DVO Amal BAS Wa Aa wa Wa hwa ba a aa waa 2 1 3 Sel Men MAS AA Ak Wi ia 3 1 Ja Product Dimensio rada iii on 3 1 9 9 Custom Pe espai oscila 3 1 YA CUSCO KEM E T E UT 3 AMONG ORCOS 4 1 ZH MEME uad IP RIP SE E T RET 4 42 esinent CIFOUD IA 4 Z9 ACTING ode EODD au s cH Ete ala UpE Padre sedem CUEVA CU ge eU UE 4 a MEC USENET EN 4 Billo Material Wa 5 1 Del BOOM MENA Na AA LE UL ee raatn 5 1 Ie BON ADO dat 5 1 uS DONA inl oss iaa 5 1 DA ANI Mir a 5 1 J AB WAP IA 5 1 5 6 Conte Bill Maintenance asi abla 5 1 Enone CHANDE A A e ae a 6 1 OT ECN Manten aa 6 1 KUGUNA 7 1 Ti Mem En PTT 7 1 T2 CAES EAU a AA bau 7 1 33 A AA e E A 7 1 JA Project Engu Aa 7 1 75 JMul Iree Hem ENGU ais 7 1 LO Mul Tiee Customer em EnqUui ii caids 7 1 8 Number Pref oca 6 1 9 RODOI SSA AA 9 1 I0 JToOlng PUI a beetle va Rie ves eve as 10 1 TOGT Mould IVES CE taie ied e reo Glee ete oa doce wa Waroma YA UA domu maa Ma Aa aa MUA 10 1 10 2 MOuIG Injection Part smart 10 1 10 3 Tooling Plan Manten aida 10 1 10 4 Mould List Mould Injection List esee 10 1 05 Toons Plan Reportando aaa 10 1 iii About This Manual This manual has been developed to
28. ick the E C N No you want to choose press Tab 3 Select Options from the Pull Down menu gt click EPauiry 7 3 Product Data Management Module Enquiry 74 Project Enquiry 3 i iae i E ry 2 am amer ome 3 S97 d v rar anes Mauri Masa obsta aria vento dese LFU Vu ron mei B O Fr waji MS o RENI UNES swarpenurme Mme fa benes nerser aa 3 jee d Le E TRES LEFT FIR PRU IFA y A Em Emir Steps 1 In Enquiry File click Project Enquiry 2 Click the Pop Up button from the Project No field gt double click the Project No you want to choose gt press Tab 3 Select Options from the Pull Down menu gt click Enauiry Product Data Management Module Enquiry 7 5 Multi Tree Item Enquiry E a T ab EDEN ka ui E p WA ke 2e O TM ES 2 inca bh hij Ten m ar iL i ae a z Fee iji Mano i Browser 1 In Enquiry click Multi Tree Item Enquiry 2 Click the Pop Up button to select the tem No and input criteria 3 Click Reload button 4 Inthe below Multi tree diagram click to view details of each folder function 5 You can use the mouse over the browser and click into see details Note Similar instruction for Multi Tree Item Details Enquiry 7 5 Product Data Management Module Enquiry 7 6 Multi Tree Customer Item Enquiry L
29. ig Bill Steps 1 In Bill of Material click Config Bill Copy 2 Click the Pop Up button from the S O No field gt double click the S O No you want to choose 3 Click the Pop Up button from the S O Line field gt double click the S O Line you want to choose 4 Press the Confirm button 5 To copy config bills of other Line Item repeat steps 2 4 5 8 Product Data Management Module 5 6 Config Bill Maintenance After copying a Config Bill you can edit the contents in Config Bill Maintenance NED Hp sd Mn im O ws o e gnum E a dl e A El Hal ja IA Bec us Erodaccon Subrantrad neentors pitan A IN Im MEM Em umm Hark oi Aen ED EUCH E soap 100 Narrat LaL copy BOD y Caras X Fra Pda Et The Fa Judam Create a new Item for the Config Bill Steps 1 InBill of Material click Config Bill Maintenance 2 Click the Pop Up button from the S O No field gt double click the S O No you want to choose 3 Click the Pop Up button from the S O Line field gt double click the S O Line you want to choose 4 Click the Pop Up button from the Assembly No field gt double click the Assembly No you want to choose 5 Press the Confirm button gt Press the AddNew button 6 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 7 Enter the Q P Eng EUOM and Scrap gt P
30. is section highlights the common operation procedures of the System A Mouse Operation Users can access the system by simply using the Mouse to select the Function B Keyboard Operation System Menu Operation After the Login process users may use the lt Alt gt key to toggle to the System Menu then press the underlined character key for a Function Functional Screen Operation When a System function is selected a Functional Screen will be displayed which allows the user to perform specific application functions Users can use lt Alt character key in to access the command Button Click the Command Button AddNew A or press Alt A to return the System into the Add Mode Examples Functions Keys Delete D lt Alt D gt Confirm C lt Alt C gt Product Data Management Module 2 Master File Setup 2 1 Project Master ps IE ams BAR Or Qo De 3 3 3000 mene Se PUE CE Entra Time AA Ame He ieTngO Falzo Create a new Project Number Steps 1 In Master File click Project Master 2 Click AddNew button gt type Project No gt press Tab Confirm 3 Type Project Description click button Master File Setup 2 Product Data Management Module Master File Setup 2 2 Category Master EID aep bAt mesEp TaD ui na Dium gam 3 wasdag 20 adit Li vain Seika H I DIR Cab C De EN El acm o ee
31. k the EUOM you want to choose 5 Type Scrap and Location 6 Type Remarks if required 7 Click cuui button Search an Item No Refer to Chapter 1 5 Search Engine 10 9 Product Data Management Module Tooling Plan Update an Item No Steps 1 After you read the Assembly No click the Pick button on the left of the Item No you 2 want to update gt click Update button or use the search function to search an Item No Amend the data and then click ES button to confirm the input Delete an Item No Steps 1 After you read the Assembly No click the Pick button on the left of the Item No you want to delete gt click the Pelete button or use the search function to search an Item No 2 Click Yes to confirm the process Delete All Item Numbers Steps 1 After you read the Assembly No click Delete ALL button to delete all Item Numbers 2 Click Yes to delete all records 10 10 Product Data Management Module Tooling Plan 10 4 Mould List Mould Injection List Steps 1 In Tooling Plan click Mould list Mould Injection List 2 Click Pop Up button to choose the Mould No 3 Click Frewiew button to preview and or print the report 10 5 Tooling Plan Report Steps 1 In Tooling Plan click Tooling Plan Report 2 Click Pop Up button to choose the tem No 3 Click Frewiew button to preview and or print the report 10 11
32. lt Enter gt 1 6 Product Data Management Module System Overview 1 5 Workspace Components Eg Screen of Sales Quotation h hh s Bu Bi usd a ba EEN ET MALETA a hee yr m o wem Qu 2 Vo d um AT wi am e L4 i E E Y EJ dis Pramen La qaade Amara TF Bx r 3 Language Selection Coman Conder 2 Aasmza t Tarri Bc unos lea C ere oe miei 5 Last Activity List n 2 Control Panel NL S 4 Search Engine ZTNLZEW WIE um m realices CO pa A iden a 1 7 Product Data Management Module System Overview 1 Menu Bar At Menu Bar you can choose different functions by clicking the Function Name and then choose the screen that you want or 1 8 Product Data Management Module System Overview 2 Control Panel Addie s daa E aleteo EIA E maill E A E remm Disabled buttons are shown in Grey Color At Control Panel there are buttons for you to control the activities and processes that you want to make The characters of buttons are in grey color while the buttons are disabled The most popular ones are AddNew Button Add a new entry Update Button Update a specific record and selection Delete Button Delete an existing record Confirm Button Confirm and Save a change or an addition of entry Cancel Button Cancel a change or an addition of entry Others include Preview Button Preview reports or print out
33. n E EUONE pa Ly Lira A s Cawbrrip Hasen f pem Am E a Laa De ee _ Before creating Engineering Unit of Measurement you should setup Item Master assigning UOM to the Item Create a new Engineering Unit of Measurement Steps 1 In Master File click Engineer UM Conversion 2 Click ddMew button gt click the Pop Up button from the Item No field gt double click the Item No you want to choose gt related UOM will be shown 3 Click the Pop Up button from the EUOM field gt double click the UOM you want to choose 4 Type Exchange Rate eg 1PCS UOM 0 1 BAG EUOM then input 0 1 in exchange rate 5 Click Lemin button 2 7 Product Data Management Module 2 8 Item Type Master a Ml Gobel Sole Limi id Geom prosas nues A A 4 Production Product Item Type Master iem Trpaj y Foo o oo Description F nn hed Goode wel ba Enri oami Sao Entry Tine AA au e AA AA tere Toe w ieTrugOeFacg ia mia liem Type Duscriptsan Entry Dala Entre Time Master File Setup Item Type is used to define different types of items in the same category or product class Create a new Item Type Steps 1 In Master File click Item Type 2 Click AddNew button 3 Input Item Type and Description 4 Click Saab button 2 8 Product Data Management Module Master File Setup 2 9 Vendor Approval TI Jihad ora SEE a
34. n helps maintain appropriate inventory levels delivery schedules and accurate lead times i Global System requires the bill of material to be at least 98 accurate because planning and execution share BOM information throughout all processes Bill of Material Levels A level in the bill of material defines where an item moves in and out of stock A phantom item would be the exception Bills of material can be single level or multi level Single Level Bill of Material A single level bill of material lists items that are used directly in making a specific parent item Multi Level Bill of Material A multi level bill of material is a series of single level bills of material linked through parent and child relationships These relationships define the logical sequence of production Product Data Management Module System Overview Indented Bill of Material i Global System refers to the printout or display of a multi level bill as an indented bill of material To imagine an indented bill of material think of an outline with sub points positioned further to the right than major points For example Parent 1 Assembly 2 Manufacturing component 3 Raw material 4 Batch 5 Intermediate process 6 Ingredients Engineering Change Engineering Change control is the formal process of changing Item in a BOM which may cause by the following reasons e Developing and introducing new products e Improving existing products
35. n of Item Steps 1 2 3 4 In Item click Item File Click Detail button Click the Pick button on the left of the Item No you want to delete gt click Delete button or use the search function to search an Item No Click OK button to confirm the process 3 2 Product Data Management Module Item c Image File Upload an Image Audio File in Image File 1 In Item Code click Item File 2 Click Image button 3 Click Browse button to choose the Image Audio File that you want to upload 4 Click Upload button to upload the Image Audio File Enlarge an Image Audio File in Image File 1 In Item click Item File 2 Click Image button 3 Click Enlarge button to enlarge the Image Audio File that you want to enlarge 4 Click Enlarge button to enlarge the Image Audio File 3 3 Product Data Management Module 3 2 Product Dimension ee IND Nm Qia O Fitna Sl ma DL om e a JI Epigr am ral Puen Xem beet eee Ses lees eee Ear F igi d a A e o Wi mh a T KA AA WA kokosem TERAH RBE RAA ai prijme Cima T 8B E La E Update an Item Number Steps 1 In Item click Product Dimension Item 2 Click the Pick button on the left of the Item No you want to update or use the search function to search an Item No 3 Click Update button and then amend the data Click Confirm 4 button to confirm the input 3 4 Product Data Management
36. on 2 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 3 Click the Pop Up button from the Mould No field gt double click the Mould No you want to choose 4 Type Color Code gt click SOM button 10 7 Product Data Management Module Tooling Plan c Tool Plan BOM E E BE is m p m cm m Om aa m m ran m mm m umm I zm mm OH smmcmm TERR dd fw uams Gee 3 5 237 d g E u rico i DT z eux ac zone Maturial Purchase Producton Subcontract irwantury Srabam 1 E e T tani rau 1 First of all you need to read an Assembly Number before you create update or delete an Item of the selected Assembly Number Read an Assembly Number Steps 1 In Tool Plan click Tool Plan Maintenance 2 Click Tool Plan Amendment 3 Click the Pop Up button from the Assembly No field gt double click the Item No you want to choose 10 8 Product Data Management Module Tooling Plan 4 Click the Pop Up button from the Mould No field gt double click the Mould No you want to choose 5 Type Color Code gt click Read button Create a new Item No Steps 1 After you read the Assembly No click ddMew button 2 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 3 Type Q P Eng 4 Click the Pop Up button from the EUOM field gt double clic
37. ress Confirm button Product Data Management Module Bills of Materials Search an Item Refer to Chapter 1 5 Search Engine Update an Item Config Bill Steps 1 After you retrieved the Item No click the Pick button on the left of the Item you want to update or use the search function to search an Jtem 2 Click Update button and then amend the data 3 Click SEO button to confirm the input Delete an Item in the Config Bill Steps 1 After you retrieved the Assembly No and Item No click the Pick button on the left of the Item you want to delete gt click the Pelete button or use the search function to search an tem 2 Click Yes to delete the record Delete All Items in the Config Bill Steps Delete ALL 1 After you retrieved the Assembly No and Item No click button to delete all Items 2 Click Yes to confirm the process 5 10 Product Data Management Module Engineering Change 6 Engineering Change 6 1 E C N Maintenance PT E klzamnaxs A Espen J amp l xj SE SRD WAD RAMPU INT La E Q3 Que nna pun 4 d abu xe Bici LITT oHm wmm n Product Sales Materia Purchase Production Sutcamiract drertor Siribam E ECH hn ono Assembly Nx pl itun EET PE ngi D DooG A NN ltem Fac l j iz Saphi iii ql L True ani a Master File Create a new E C N in Master File Steps 1 InE C N click E C N Maintenance 2 Cli
38. sually appears in numbered steps Italics Words are italicized for emphasis or to draw your attention to a new term Action gt Option Name Whenever you see a reference to a menu option the option is identified using the following notation Menu Name gt Option Name For example Type gt Create Icon Function Icon Name Function SS MN To show all active tasks opened in the system current task is always on the top Delete To Ti J a record Delete All A kaa MN all records To export data into a specific format file A ext To next AA J Sera a vi Product Data Management Module System Overview 1 System Overview 1 1 Introduction The Product Data Management Module allows engineer build up product information which is the heart of any manufacturing system based on the Item and Bill of Material BOM features p E C Product Data Master Ta Product Data Transaction Project Master Master File Data Update Category Master Auto Item Generation Unit of Measurement Bill Of Material Maintenance Engineer UM Conversion Approval Withhold Product Class Master Data For Transaction Processing um Alternative Parts Vendor Approval Approved Vendor Analyse Code Master etc ECN Maintenance etc Product Data Master File List Transaction Processing Report
39. ternate Item field double click the Item No you want to choose 2 Type Priority the smaller the number the higher the priority press Tab 3 Type Ratio comparing with the alternative item click SA NALIA button Search an Alternate Item Refer to Chapter 1 5 Search Engine Update an Alternate Item Steps 1 After you retrieved the Assembly No and Item No click the Pick button on the left of the Alternate Item you want to update or use the search function to search an Alternate Item 2 Click Update button and then amend the data 3 Click Cen button to confirm the input Delete an Alternate Item Steps 1 After you retrieved the Assembly No and Item No click the Pick button on the left of the Alternate Item you want to delete gt click the Pelete button or use the search function to search an Alternate Item 2 Click Yes to delete the record Delete All Alternate Items Steps DeleteALL 1 After you retrieved the Assembly No and Item No click button to delete all Alternate Items 2 Click Yes to confirm the process Product Data Management Module Bills of Materials 5 5 Config Bill Copy Copy a Config Bill from the Config list of a particular Sales Order Note that the Config Bill of the Line Item in SO gt Detail Tab should be set as Y e a lada ema iras roda Arta ow bremen we LITE Copy aj Pa ar darii Fal Damme a Lora dl E Li ATAR Copy a Conf

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