Concepts

Parts are the components of a product. They make up the assembly details of your products. Parts are further classified as one of the following types:
* Material Parts represent raw materials used in the production of a product or modifier (e.g., flour, grommets, the engine, and fabric)
* Labor Time accounts for the time and cost associated with production of an order (chef's time, designer time, salesperson time, and dressmaker time)
* Equipment Usage/Time accounts for the time and cost of production equipment (ovens, computers, delivery trucks, and sewing machines)
* Outsource Parts are costs from outside vendors associated with an order
* Freight tracks freight-related components
* Other Parts provides any additional distinction you may use to categorize parts
In Control, “Parts” is a collective term referring to all of these things, not just the material parts.
Each Part may have a cost associated with it. The cost may be expressed as a fixed cost or a cost based on time, length, area, or several other units. You can also track the use and replenishment of parts for Inventory purposes .
Screens
Like many records in Control, the information for parts is organized on several tabs.
Part Tab
|| Main Menu | Setup | Pricing Setup | Part Setup | Part Tab || The parts tab is a record of the general information associated with this part.
Figure 4 1 Part Tab Screen
Name Enter the name of the part. A unique name among all parts is required. Click on the Rename button to change the name of an existing part.
Category Select the name of the category this part should be organized under.
Active Uncheck this box to make the part inactive. Inactive parts can't be linked to products or modifiers, but existing links will be maintained.
Description Record the default description used for this product. The description is a text summary of the product that shows up on the invoice and estimate. It is also the default value for the Description variable displayed on the pricing form.
SKU Enter a SKU number to be used for this part.
Bar Code Enter the bar code for this part, if enabled.
Default Station Select the default station for parts here.
Track Inventory Levels Uncheck this box if you don't want the inventory levels of a part tracked.
Part Type Select the part type here: Material, Labor, Equipment, Outsource, Other, Freight, or Location.
All Notes This is a combination of all of the notes on the subsequent tabs. This display is read-only. To change any value, click on the correct tab and enter the new information.
Internal Notes Record any product-specific information you want to print on the work order when this product is ordered. These are internal notes not viewed by the customer.
Online Help Enter any reference information for this part. This information may be accessed by the operator during order entry.
Consumption Tab
|| Main Menu | Setup | Pricing Setup | Part Setup | Consumption Tab || Note: The Consumption tab only appears in versions prior to 04.50.1108.1802. In version 04.50.1108.1802 and later, the consumption tab is replaced with the Units tab.
Figure 4 2 Consumption Tab
Unit Type Designate the type of unit (often called dimensionality) of this part. Typical unit types are area, length, volume, each (discrete), and rate.
Base Stocking Unit One you have specified the unit type, enter the specific unit you will use for recording and tracking inventory.
Scrap to Add (before Rounding) This percentage is automatically added each time the item is produced. For example, if you were crafting pillows, you might know that with each pillow you make, you will need to provide for about 20% scrap material around your edges to facilitate assembly of the product.
|| || There are two common approaches to scrap calculation. One approach is to calculate the waste based on the actual dimensions of the part. Another approach is to add a fixed percentage to all usage.
The former is more accurate but requires more precise formulas.
The latter requires only a single number in the Scrap to Add field.
Pick the approach that is best for you. || Rounding Is it valid to consume a fraction of this part? This field allows you to automatically round the amount of the part consumed. As you might expect, the amount consumed is always rounded up.
Custom Rounding If you have very precise measuring practices, you can designate a more specific amount you want to round consumption to. For example, if your unit type was area and your base stocking unit was square inches, you might have 4.0% scrap rounded up to the nearest 0.25 (1/4) of an inch.
The advanced consumption dialogue allows you to set up multiple units for your consumption values. For example, if a roll has 10 feet of material on it, and an order requires 24 feet of material, you can set up a consumption formula that will use 2 rolls plus 4 feet of material, rather than 24 feet of material. This makes it easier when you get into using large numbers that are not easily dividable. Note, however, that alternate consumption units may also make the resulting calculation less accurate in terms of scrap utilization.
Figure 4 3 Advanced Consumption Dialogue
New Item Click to add an alternate consumption unit.
Delete Click to delete an alternate consumption unit.
Unit Type Designate the type of unit (dimensionality) of this alternate consumption unit.
Unit One you have specified the unit type, enter the specific unit to use.
Equivalent Conversion Fx
Enter the formula to convert from the alternate consumption units to the base units.
Default part conversion item
Check off the box if you want this formula to be the default formula used when you link this part to a product, modifier or selection list.
By default, include this part…
Always Check this box to include this part by default when linking it to products or modifiers.
When this expression is True
Enter a default inclusion formula to calculate when to include this part when linking to product or modifier.
Default Consumption Fx This segment in the grid displays the formula you designate in the field below (right above the OK button).
Units Tab
|| Main Menu | Setup | Pricing Setup | Part Setup | Units Tab || Note: The Units tab only appears in version 04.50.1108.1802 and later. The Units tab replaces the Consumption tab.
Figure 4 2 Units Tab
Inventory Units
* Type of Unit Designate the type of unit (often called dimensionality) of this part. Typical unit types are area, length, volume, each (discrete), and rate.
* Unit Once you have specified the unit type, enter the specific unit you will use for recording and tracking inventory.
* Add Extra Scrap When This Part Is Used Designate whether a percentage of scrap is automatically added each time the item is produced. For example, if you were crafting pillows, you might know that with each pillow you make, you will need to provide for about 20% scrap material around your edges to facilitate assembly of the product.
|| || There are two common approaches to scrap calculation. One approach is to calculate the waste based on the actual dimensions of the part. Another approach is to add a fixed percentage to all usage.
> The former is more accurate but requires more precise formulas.
> The latter requires only a single number in the Scrap to Add field.
> Pick the approach that is best for you. || * Round Usage Up to the Next Highest … Is it valid to consume a fraction of this part? This field allows you to automatically round the amount of the part consumed. As you might expect, the amount consumed is always rounded up.
* Custom Rounding If you have very precise measuring practices, you can designate a more specific amount you want to round consumption to. For example, if your unit type was area and your base stocking unit was square inches, you might have 4.0% scrap rounded up to the nearest 0.25 (1/4) of an inch.
> The advanced consumption dialogue allows you to set up multiple units for your consumption values. For example, if a roll has 10 feet of material on it, and an order requires 24 feet of material, you can set up a consumption formula that will use 2 rolls plus 4 feet of material, rather than 24 feet of material. This makes it easier when you get into using large numbers that are not easily dividable. Note, however, that alternate consumption units may also make the resulting calculation less accurate in terms of scrap utilization.
Display Units
* Use Inventory Units Specify whether to display the quantity of the part in a different unit.
* Type of Unit Designate the type of unit (often called dimensionality) of this part when displaying the quantity. Typical unit types are area, length, volume, each (discrete), and rate.
* Unit Once you have specified the display unit type, enter the specific unit you will use for displaying the quantity.
* Conversion Ratio Enter the formula to convert from the inventory consumption units to the display units.
Additional Units
* Add Unit Click to add an alternate consumption unit.
* Delete Unit Click to delete the selected alternate consumption unit.
* Unit Type Designate the type of unit (dimensionality) of this alternate consumption unit.
* Unit One you have specified the unit type, enter the specific unit to use.
* Ratio Enter the formula to convert from the alternate consumption units to the inventory units.


Inventory Tab
|| Main Menu | Setup | Pricing Setup | Part Setup | Inventory Tab || The inventory tab is used to track the amount of a part that is on hand. Usually, this tab is only used for material parts, though it is enabled for other part types as well. If you are not using the inventory module, then you will not have this tab.
Figure 4 4 Inventory Tab
Track Inventory Check this box if you want to track inventory on this part.
Inventory Account Each part that is inventoried must be associated with an (inventory) asset account in the general ledger. Select this account.
|| || You may use as few as one inventory account for all of your parts or a separate inventory account for each part, depending upon your need. Control can correctly handle either case. Most users choose a middle ground and have one inventory account for each part category or subcategory. || || Inventory Level On Hand || This field records the total amount you have in your inventory. When the part is first being created, you may manually enter the starting inventory on-hand. After the part has been saved, you may only adjust the inventory by clicking on the Adjust Inventory button. || || Inventory Level Reserved by Orders || This field records amount of inventory that is currently reserved by orders in WIP. This quantity is automatically adjusted when an order is entered or worked on. || || Inventory Level Available || The Available inventory represents the inventory On-Hand less the inventory Reserved. This is the amount of inventory available for new orders. || || Inventory Level On Order || This is the amount of the item on order but not yet delivered from your supplier. When the part is first being created, you may manually enter the inventory on-order. After the part has been saved, you may only adjust the inventory by clicking on the Adjust Inventory button. || || Inventory Level Expected || The amount expected is the amount available plus the amount on order. || || Adjust Inventory || Click this button if you want to manually adjust your inventory. You may choose to do this annually or as needed. || || || || || If you are taking periodic inventory, it is better to adjust your inventory using a different area of the program. Go to …
Main Menu | Tools | Inventory Adjustment
You can also print an inventory worksheet from this window. || || || || || Post Received On Order || Click on this button when an order arrives. This will transfer the amount you have on order and add it to the quantity on-hand. || || || || || Notification Points || You can define a Red, Yellow, or Green inventory zone for each part. This color coding is used to notify operators the relative level of the inventory (and whether they should be concerned with it being too low). Enter the values that would convey meaningful information to the operator. || || Reorder Point || Enter the inventory level at which you should initiate a reorder request. || || Reorder Quantity || Enter the quantity of the part you should order when you have dipped below the reorder point. || Costs Tab
|| Main Menu | Setup | Pricing Setup | Part Setup | Costs Tab || The cost tab is used for recording the cost for a part. The cost for the part is always entered in terms of the base units entered on the consumption tab.
Figure 4 5 Costs Tab
|| Track Costs || Check this box if you want to calculate and/or track costs for this part. || || Expense Account || The costs for a part when it is consumed (used) are recorded in an (inventory) expense asset account in the general ledger. This account must be entered for all parts with cost tracking enabled. || Cost Options
There are two ways the cost information in Control can be computed, fixed and variable. Parts with fixed costs, as the name implies, have a constant cost that Control can determine in advance. This is the most common cost tracking option. Parts with variable costs are those where the cost for a part cannot be determined without information from the order. This is most commonly used for parts that are purchased to fulfill a specific order and are not stocked.
|| Fixed Cost || Enter the fixed cost for this part (per base unit). || || Variable Cost || Enter the formula to use to calculate the cost of the part (per base unit). This formula often represents a variable manually entered by the user. || || Control does not allow a part that is tracked for inventory purposes to have a variable cost, since it would not be possible to determine a value for that inventory. || Multiplier / Price Options
Each part may have a default price. One way to think of this is as a “suggested” price for the part. The product determines the price, so it can choose to use this value or ignore it. But if you want to have a default price established for each part, this section tells Control how to calculate it.
|| Use Default Material Multiplier || Select this option to use the global default multiplier for this part type. The price of the part will equal the cost times the default multiplier. This value is also entered in Pricing Setup, under Default Cost Multipliers. || || Use this Multiplier || Enter a custom multiplier for this part. The price of the part will equal the cost times this value. You may also use a formula or a user constant in this field. || || Use this Price || Enter a custom price for this part. The value may be a number of a formula, but the result should be the price per unit of the part, where the unit is the same base unit used for the cost. || Products Tab
|| Main Menu | Setup | Pricing Setup | Part Setup | Products Tab || One of the most significant highlights in Control is the beneficial capacity to associate multiple parts with a product. The most direct mechanism for relating parts to products is in the Parts Tab of the Product or in the Product Tab of the Part.
Figure 4 6 Products Tab
Inclusion Formula
There are often numerous configurations for a product in Control. The inclusion formula specifies when a part is included in a product.
|| Include this part always || Select this option to specify that part is always included when the product is ordered. || || Include this part when this expression is True || Select this option if the part can sometimes be included when the product is ordered, but not always. Enter a logical, true/false expression in the formula box. Control evaluates the formula each time a variable in the product changes to determine if the part should be included or not. || Consumption Formula
Once Control has determined that a part is to be included, it calculates the amount of the part to be consumed in the order. The consumption formula calculates the usage of this part (before rounding and scrap setup in the part) in a given order.
|| Consume this much when ordered || Enter the consumption formula in this box. The final value must be returned in the unit identified in the next field. || || In units of || To facilitate different ways of measuring, different parts may be recorded in different units. Select your units from this drop-down box to indicate the units that the consumption formula returns. Normally, the consumption formula will return a value in the default units for the product. If you want to choose a custom calculation, select (none) from the list and do the units conversion explicitly in the consumption formula. || REPLENISHMENT FORMULA
*Note: This option is only available in versions 04.50.1103.2201 and later as part of the Fulfillment feature. For more information on fulfillment, click on this link: fulfillment_overview.
Once Control has determined that a part is to be included, it calculates the amount of the part to be produced in the order. The replenishment formula calculates the produced amount of this part (before rounding and scrap setup in the part) in a given order.
|| Replenish this much when ordered || Enter the replenishment formula in this box. The final value must be returned in the unit identified in the next field. || || In units of || To facilitate different ways of measuring, different parts may be recorded in different units. Select your units from this drop-down box to indicate the units that the replenishment formula returns. Normally, the replenishment formula will return a value in the default units for the product. If you want to choose a custom calculation, select (none) from the list and do the units conversion explicitly in the replenishment formula. || || What is the value (cost) of all inventory replenished? || This formula computes the dollar value of the restocked inventory. The default value of this field is “TotalCost”. || || And offset any adjustments to Inventory from this GL Account || This field allows the user to specify the GL Adjustment Account used for this the inventory replenishment. || Add/Remove Product Dialogue
You may add and remove links between the part and products by clicking on the Add or Remove buttons on the Products tab. This opens the Add/Remove Products Dialogue.
Figure 4 7 Add/Remove Products Dialogue
|| Products Grid || Displays all of the products linked directly to this part. To add a product, select the product on the left and click on the Add button. To remove a product, select the product on the right and click the Remove button || .
|| || You can add a part to a product multiple times. This is especially useful for labor that is in several parts of the production process. || MODIFIERS TAB
|| Main Menu | Setup | Pricing Setup | Part Setup | Modifiers Tab || Similar to the way you can link Products and Parts, Modifiers and Parts may be tied to each other. The most direct mechanism for doing this is in the Parts Tab of the Modifier or in the Modifier Tab of the Part.
Figure 4 8 Modifier Tab
Inclusion Formula
There are often numerous configurations for a product in Control. The inclusion formula specifies when a part is included in a product.
|| Include this part always || Select this option to specify that a part is always included when the product is ordered. || || Include this part when this expression is True || Select this option if the part can sometimes be included when the product is ordered, but not always. Enter a logical, true/false expression in the formula box. Control evaluates the formula each time a variable in the product changes to determine if the part should be included or not. || || || QtyApplied is the variable that holds the value of the modifier.
In the modifier-part inclusion and consumption formula, you may use it like any other variable. || Consumption Formula
|| Consume this much when ordered || Enter the consumption formula in this box. The final value must be returned in the unit identified in the next field. || || In units of || To facilitate different ways of measuring, different parts may be recorded in different units. Select your units from this drop-down box to indicate the units that the consumption formula returns. Normally, the consumption formula will return a value in the default units for the product. If you want to choose a custom calculation, select (none) from the list and do the units conversion explicitly in the consumption formula. || Once Control has determined that a part is to be included, it calculates the amount of the part to be consumed in the order. The consumption formula calculates the usage of this part (before rounding and scrap setup in the part) in a given order.
REPLENISHMENT FORMULA
*Note: This option is only available in versions 04.50.1103.2201 and later.
Once Control has determined that a part is to be included, it calculates the amount of the part to be produced in the order. The replenishment formula calculates the produced amount of this part (before rounding and scrap setup in the part) in a given order.
|| Replenish this much when ordered || Enter the replenishment formula in this box. The final value must be returned in the unit identified in the next field. || || In units of || To facilitate different ways of measuring, different parts may be recorded in different units. Select your units from this drop-down box to indicate the units that the replenishment formula returns. Normally, the replenishment formula will return a value in the default units for the product. If you want to choose a custom calculation, select (none) from the list and do the units conversion explicitly in the replenishment formula. || || What is the value (cost) of all inventory replenished? || This formula computes the dollar value of the restocked inventory. The default value of this field is “TotalCost”. || || And offset any adjustments to Inventory from this GL Account || This field allows the user to specify the GL Adjustment Account used for this the inventory replenishment. || Add/Remove Modifier Dialogue
You may add and remove links between the part and modifiers by clicking on the Add or Remove buttons on the Modifiers tab. This opens the Add/Remove Modifier Dialogue.
Figure 4 9 Add/Remove Modifier Dialogue
|| Modifier Grid || Displays all of the modifiers linked directly to this part. To add a product, select the modifier on the left and click on the Add button. To remove a modifier, select the modifier on the right and click the Remove button. || || || You can add a part to a modifier multiple times. This is especially useful for labor that is in several parts of the production process. || Activities Tab- didn't have an activities tab so didn't delete bc didn't know if there is an option to view tab or not
|| Main Menu | Setup | Pricing Setup | Part Setup | Activities Tab || Every time the inventory is used or adjusted, a record of that transaction is created. These Activities may be viewed on the Activities Tab. This tab is for viewing only; no adjustments may be made from this screen.
Figure 4 10 Activities Tab
Scheduling Tab- Couldn't find a scheduling tab.
|| Main Menu | Setup | Pricing Setup | Part Setup | Scheduling Tab || Scheduling production parts can be easily accommodated within Control.
The two approaches to scheduling parts for an order will depend on whether the part represents labor to be performed by an employee or time reserved on equipment.
Figure 4 11 Scheduling Tab
Enabling Scheduling Equipment
|| Show on Production Schedule and Create Calendar || Check this box if you want to enable scheduling for this part. || Scheduling Equipment
Control can create a calendar for equipment parts. A part may represent one piece of equipment, or may be a group of similar pieces of equipment.
For example, if you have three identical printers you will probably only create one part for that printer.
Yet you would want three separate calendars for scheduling purposes. Each distinct calendar for a part is called an instance of that part, so you would have three instances of the printer (and three calendars), yet only one part.
|| Create a calendar for this Part || Select this option if you need only one calendar for this part (i.e., it corresponds to only one piece of equipment). Enter the name of the calendar in the edit box next to this option. || || Create [ ] calendars for this Part || Select this option if you need multiple calendars for this part. Enter the number corresponding to the number of calendars needed. || || Calendar Names || If you selected multiple calendars Control will create a name for each calendar in this list. You may rename any of the calendars by clicking on the Rename button. || Scheduling Labor
Control can make scheduling labor parts easy. Since you will already have your employees entered in Control, there is no need to create calendars as there is for equipment. Instead, Control will use the employees calendar for the purposes of scheduling labor parts. Because not all employees are skilled at all tasks, Control allows you to designate which employees are certified for which tasks. Only these employee names will show up in the selection list when scheduling these parts during order entry.
|| Employees Certified for || Check which employees are certified to perform this labor part. Employees whose names are selected in the box below will have the equipment calendars above show up on their work schedules. Check the top box to select all employees beneath it. || Advanced Tab- Before this tab in demo, there is a vendors tab. not sure if it needs to be included because there was no information on the tab, it was just blank.
|| Main Menu | Setup | Pricing Setup | Part Setup | Advanced Tab || Because different companies have diverse needs, you may indicate which section in the part setup to display as tabs. The Advanced Tab allows you to select tabs. Tabs not displaying across the top are still accessible from the Advanced Tab. Figure 4 12 Advanced Tab Each tab is listed as a button. If the box View as tab is checked, that tab will be displayed across the top of the window. If the box is not checked, you can still access the screen by clicking on the button with the tab name on it in this screen. This will open the selected screen in a separate pop-up window. To save the tabs you are displaying as your default configuration, click on the Save Tabs** button.