Create product parts list

A product can be created during the creation of a product parts list. One or more product parts lists can be added manually to each product.

There is no connection to an ERP system when creating a product parts list manually.

Prerequisite

Expert or Administrator role

Procedure

1. Open the Product parts lists menu.
   Product parts lists
2. If the product is not yet displayed in the overview, open the Add new product parts list dialog window in the overview with in the header.

   The new product is created together with the product parts list.

   Or:

   If the product to which the new product parts list is to be added is present in the overview, proceed as follows:

   • Select product. Filter by product if necessary.

     

     All product parts lists for the product are listed in the Variants/versions view.

   • Open the Add new product parts list dialog window in the Variants/versions view with in the header.

     The new product parts list is assigned to the product.

   

   If the product parts list is not to have any variants or versions, uncheck the Versioned checkbox. The relevant input fields are hidden.
   A product parts list can be versioned if multiple different variants of the product are produced (e.g. different housing colors).

3. Enter the following details:
   • Type/item number
     Product identifier
   • Type/item name
     Name of the product
   • Identifier (ID)
     Product parts list identifier
   • Part type
     In the drop-down list, select the part type to which the product parts list is to be assigned.

     Additional Part types can be created and edited in Master data > Part types.
     Master data: Part types

4. If the product parts list is to be versioned, activate the Versioned checkbox and complete the following input fields:

   : A new version of the product parts list will be created after each change.
   : The product parts list can be edited without creating a new version of the product parts list. The input fields that are relevant for versioning are hidden.

   • Alternative
     If the product is produced in different variants (e.g. different housing colors), enter a number that identifies the variant.
   • Change number
     Enter the change number of the ERP system.
   • Revision
     In the drop-down list, select an indicator that indicates the change status of the product parts list.
   • Valid from
     Press to open the calendar and select the desired date.
   • Valid to
     Press to open the calendar and select the desired date.
5. Use Add to create the product parts list.

   

   The individual components and materials of the product are listed in the Component/Material list view.

6. Create the individual components and materials of the product parts list:
   • In the header, use to add a new item number for a component or a material.
   • If necessary, use next to a component or material to add subordinate components or materials.

     The Administrator can use next to a component or material to delete individual components and materials from the product parts list.

7. Enter the following data for the relevant component or material:
   • Item number
   • Material number
   • Material name
   • Material class

     Material classes can be created and edited in Master data > Material classes.
     Master data: Material Classes

   • Quantity
   • Unit
   • Storage location
     Storage location identifier
   • Storage location name
   • Coverage area
     Supply area identifier
   • Supply area name
8. If the component or material is supplied as bulk material, activate the Bulk material checkbox.
9. Use in the header to create the product parts list.

If the product was not previously available in the overview, the new product is created. The created product parts list is displayed when the product is selected in the Variants/versions view.

• Continue with Import product parts list from file to import a product parts list.
• Continue with Link the product parts list to a product assembly plan to add a product assembly plan to the product parts list.
• Continue with Link the component or material of a product parts list to an action to link a component or a material of the product parts list to an action.
• Continue with Link product parts list to a production order to link the product parts list to a production order.