6.2 Part Master

The Parts Master is the core of the engineering module. It is also the core foundation data of the entire 2BizBox software. The parts module contains a company’s materials, semi-finished products, finished products and other data, providing the most basic data materials for the entire system. Before the 2BizBox system is formally launched, Serva Software LLC should import all used materials into the system in accordance with established material encoding rules, which can also be used by various modules of the system. 

First of all, we will add a part to take a look at what basic information a part has.

6.2.1 Add Part Process

Firstly, in accordance with part management rules to enter a part number and select a part type, to submit, the system will generate a new part in accordance with the user’s choice

Users can complete further updates for new parts.

• Set basic information
• Set vendor information.
• Set manufacturers info.
• Set basic inventory& traceability info.
• Set Multi- languages description function

6.2.1.1 Add Part

Go to “Engineering Module->Aart Master->General,” and click “Add Part” to enter the adding part interface.

At the Add Part interface, input the desired part number, revision, part type, part UOM and part description:

Note: 

1. The length of the part number is 3-20 letters, Arabic numerals, dashes, dots, or slash characters;

2. In 2BizBox, once a part number is created, it cannot be deleted. “Part Number + part type” identifies a specific part; part number and part type cannot be repeated.

3. Part number is automatically generated by the system; you can also choose seq# to generate a part number automatically. Go to “Control Panel - General – Company Settings” to set it. Prior to entering new parts, it is recommended to develop detailed part encoding rules for adding new part numbers. These rules should be consistent with the company's rules to facilitate future management.

4. Part type and parts BOM can be added in the “Control Panel.”

After this information is filled in, click "Add" to enter the parts updating interface.

6.2.1.2 Update Part

At the updating part interface, you need to add basic information like parts suppliers, manufacturers, build inventory and add multi-language description. There is ample information about part updating, but please note the following points: 

Not all parts of the information can be arbitrarily changed; many  properties are maintained automatically by the system,  such as "pending" status and the average cost;

Certain attributes are modified in a detailed information interface, such as the BOM mark. If it is not a BOM part, there is a Create button in the detailed information interface; click it to add its BOM; l Part number and part type are the key attributes of a part and cannot be modified;

Update Part’s Basic Information

When you are finished filling out the information, click “OK” to finish.

Update Part Manufacturer 

Below the part vendor, you can add manufacturer information for the part. The manufacturer is who produced the part. If the part was made or bought, you need to record its vendor and manufacturer information; for example, the manufacturer’s part number, revision and quality. At the manufacturer row, click “Add” to choose a manufacturer ID#, then enter the part manufacturer interface: 

The part manufacturer interface’s description of parameters is listed below below: 

 When you have finished filling out all information, click “OK” to finish. 

Update Part Inventory Information

Update part inventory, including part’s inventory, on order, price, usage, etc. Some of the parameters can be set when you are creating a part, like list price, minimum & maximum quantity, while some are calculated by the system and cannot be changed, like OnOrder quantity and average cost.

Update Part Languages Description

Languages description is used to describe parts in multiple languages. It provides direct support for companies with international trading. For example, if a company’s default language is Chinese, they can also add English part descriptions. Thus, English type orders can be directly generated for international communication.

In the languages description row, click “Add” to add more information. Currently, 2BizBox supports simplified Chinese, traditional Chinese and English.  

When you are finished updating all part information, click “Update” to finish adding a part. If you need edit the part again, click the “Update” button at the bottom left of the “Update Part” interface.

6.2.2 Part Property Information 

There is lots of information in the part property interface that is related to orders in the 2BizBox system, like part revision, BOM, work instruction. You can click each of them to see more information. 

At the bottom of the part interface, there is a “Related Information” button to be used for searching the part’s related information. 

6.2.3 Part Type

In 2BizBox, one part is identified by its “Part number +part type.” Only created part types in the system can appear in the part type drop-down list when adding a part.

6.2.3.1 Search Part Types

Go to “Control Panel->General->Search all part types,” to see all part types in the system.

6.2.3.2 Add Part Type

At the above part type list interface, click the “Add” button to go to the part type interface. After inputting part type name and description, check the “Document Type,” to indicate that the part type is also a part document type. See more in the “Document module” chapter. 

Click “Add” to create a part type, or to go to the updating interface below: 

Click “Update” to finish adding the part type. In addition, you can click “Control Panel->General->Add part type” at the main menu to go to the adding interface directly.

6.2.3.3 Change Part Type

You cannot change a part type by “Updating Part.” Go to “Engineering module->part master->General->Change part” and pick a part number to replace the old part type with a new one.

Note:  you are only allowed to change the part type of a part that is not used in the system, say, there are not any onhand, in related orders, or OnDemand. 

6.2.4 Look Up & Search Parts

The 2BizBox system provides many easy ways to look up and search for parts needed. 

6.2.4.1 Look up part

Input a part number and click the button to see its detailed information. 

6.2.4.2 Look up Where Used

Input a part number and click the button to see where the part is used, BOM’s item level, OnDemand and onhand. 

6.2.4.3 Search by part# and Description

Search Parts by conditions like number range, part type, description, model, or commodity code. The more conditions defined; the more precise search results will be. 

6.2.4.4 Search Part Master

Search parts by part number and part type.

6.2.4.5 Search by Part Description (Start With)

Input what the part description starts with and click the button to search all related parts.

6.2.4.6 Search by Part description 

Input the description’s key word, part type, part number key word, and/or language and click the button to search all related parts. Key words and language type must be matched. 

6.2.4.7 Search by Part description (Super Search)

Input key words of a part description and choose a language. Click the button to search all related parts.

6.2.4.8 Search by MFG Part Number

The purchased part itself has a part number made by the manufacturer, called the MFG part number in the 2BizBox system. Generally, we’ll create a new part number for a MFG part number to record and manage manufacturing information in the system. MFG number can be added while updating a part.

Search by MFG Part# (Start With)

Input what the MFG part # key word starts with and click the button to search all related parts.

Search by MFG Part# (Contain)

Input what the MFG part #  key word contains and click the button to search all related parts.

Search by MFG ID (Start With)

Input what the MFG ID keywords starts with and click the button to search all related manufacturer parts.

6.2.5 Reports

At the “Engineering Module->Part Master->Reports” interface, you can lookup a part’s related reports, e.g., part on hold, parts with BOM, etc.

6.2.5.1 Search Parts on Hold

Click the button to see all parts on hold in the system. For information about “On Hold” parts, please refer to the chapter “Engineering Change.” 

6.2.5.2 Search Parts with BOM

Click the button to search all parts with a BOM in the system.

6.2.5.3 Search Parts with Work Instruction

Click the button to search all parts with work instructions and their related information.

At the search results interface, click the “WI” button to see the WI detailed interface.

6.2.5.4 Inactive Parts

Click the button to see all inactive parts.

6.2.5.5 Batch Update Part List Price

Input a positive number at “List Price Adjust Percent” to increase price; input a negative number to decrease price.  

Commodity Code:  if you input a commodity code, it will batch update the listing price of parts with the commodity code; if you leave the commodity code empty, all part’s list prices will be updated. 

After filling out the fields, click the button to enter the price perview interface. Click the “commit” button in the bottom right to update all parts’ list prices that appear here.

6.2.5.6 Batch Update Eng Group for Part

Check the use of the engineering group at “Control panel->Company settings.” For more information about the engineering group, please refer to the chapter “Multi-company part.” Input a new eng group #and eng group # (old eng group), part# and part type, then click the button to see all related parts and engineering group information. Click “Commit” to update parts to be part of the new engineering group.

6.2.5.7 Search BOM Item with BOM#

Input the BOM# here and click the button to search all parts under the BOM#.

6.2.6 Info Center

Here you can click “Engineering Info Box” to see all statistics of engineering information.

Click the value at each row to check all related order information.

• Open design control: click the value to see all open design control in the system.
• ECN’s Past Due: click the value to see all past due ECNs.
• Open ECN’s:  click the value to see all open ECNs in the system.
• Cancelled ECNs:  click the value to see all cancelled ECNs in the system.
• Obsolete ECNs:  click the value to see all obsolete ECNs.
• Not approved ECNs:  click the value to see all ECNs not approved.
• Parts on Hold:  click the value to see all parts on hold.
• Open ECRs:  click value to see all open ECRs.
• Total DWGs:  click the value to see all DWGs in the system.
• Total DWG’s added This Month: shows total DWGs added this month.
• Total DWG’s added Last Month: shows total DWGs added last month.

6.2.7 Audit

Auditting part information, like checking BOM parts without items uncovers parts marked with a drawing and a picture but without them actually.  Generally, the right operation will not be a problem, but some error may occur if mistaken operation occurs. Use the audit function to find the part with error and correct it.

6.2.7.1 Audit Part BOM Flag

The audit part BOM flag is checked if a part in system has a BOM flag but no item. Input key words of a part to check for BOMs without items; keep the field empty to audit all parts.

6.2.7.2 Audit Part/Tool Drawing Flag

This function is used to check for parts/tools that have a drawing flag but no actual drawing. Input key words to check parts/tools without a drawing flag, or keep the field empty to audit all parts/tools.

6.2.7.3 Audit Part WI Flag

Check which part have a WI flag but no WI content. Input part key words to check for parts without part WI flag, or keep the field empty to audit all parts.

6.2.7.4 Audit Part Picture Flag             

Check for part which have a picture flag but no picture content. Input part key words to audit or keep empy to audit all parts.

6.2.8 Engineering Share Control

The engineering sharing control is for sharing parts and drawings among companies . Through the task scheduler, the shared information is exported to a network server, where other companies can import information and get the latest parts information. For example, the head office can set the task of regularly exporting parts information; the subsidiary regularly sets import parts information tasks, which can realize both parts information sharing and synchronization. Here we look at the specific operation of engineering information sharing.

6.2.8.1 Add Engineering Sharing

To add a sharing part for engineering sharing, click “add engineering sharing” to enter the adding interface: 

Input “Company ID” and “Company Name.”

ID and Name are to specify the engineering sharing group, they have nothing to do with company information in the address book.

Input an “Effective date” and an “Expire Date” to confirm the sharing period.

Click “Add” to update part sharing and go to the update interface.

Rules to add engineering sharing

At the update interface, choose which parts to be shared: 

There are many was to add engineering sharing.

Click the “” button to choose which parts to be shared;

• Inputting what the letter or number part starts with  shares all parts starting with the same letter or number;
• To choose Eng Group is to share all parts in the engineering group. (For instructions on how to set an Eng group, see more in the next chapter “Multi-company part master”)

Click “Update” to finish. Open the engineering sharing interface to see the shared part added by clicking “Sharing Parts under Rule.”

Sharing Parts Manually

At the above interface, you can see that the shared parts can also be added manually.

Click the “Add” button: 

Input “From Part#” and “To part #,” click “Add” to choose the parts to be shared;

Check “Add from BOM,” input BOM#, and click “Add” to choose the parts to be shared.

You can delete the uneeded parts by selecting them.

6.2.8.2 Add Eng Share Part

After adding shared parts, go to “Control Panel->Scheduler” to add part information to the export task.

Click “Scheduler Management,” then “Add” at the bottom of the scheduler management list interface to add a task: 

At the below adding task interface, fill out the detailed content of the task:  

• Name: Export Eng share part.
• Set a task’s run range, frequency, time, start date and end date.
• Click the “Parameter” button, when the window opens, click the button behind “Address ID”  to see the shared company list added. Choose a sharing company ID, and click “OK;” then set the shared parts server, it can be a FTP server, or saved to a local path (it is for company use in same Lan). Click “Add” to complete the parameter settings.
• Copy Email to/Report Exception to: fill out an email address here, which needs to be set at control panel>setup mail server. 
• Send Notice:  set notice user in the 2BizBox system.
• Retry times/Retry Interval (Minute):  Set retry times and retry intervals in case the task fails running. 

 Click “Add” to finish adding. After that, 2BizBox will export the shared part information in the specified time.

6.2.8.3 Add Eng Share Part Import Task

In the last section, sharing Part Company was introduced; next, we need to setup the engineering sharing part import task. Similarly, go to “Control Panel->Scheduler,” add task” Import Eng Share Part,” other settings are the same as exporting engineering shared parts. Note: the run range of import and export tasks should be the same, import run time should be a little later than export’s to make sure the information update is effective. Also, while setting “Parameters,” the import and export server address should be the same.

6.2.8.4 Test Export Eng Share Part

When the importing and exporting tasks are finished, test if the tasks run successfully. At the “Scheduler Management” interface, click the” Detail” at each row to check for detailed task information.

Then click “Run Scheduler” at the bottom of the newly opened interface; when the “Operation Finished” window opens, to check server to see the newly generated part information.

6.2.8.5 Test Eng Share Part Import Task

The company sharing the part also needs to test if the import task runs successfully in the same way.  

6.2.8.6 Acknowledge 

When the import is finished, go to “Engineering Sharing Control->Search Engineering Sharing Import Log” to see all imported shared parts, and acknowledge them. For parts not acknowledged, visit the property, related quotes, sales, purchasing, work order, etc; a message will open.

6.2.9 Multi-Company Part Master

You can complete practical operations with the multi-company part master: put some parts into specified engineering groups where only specific users can edit these parts to keep some parts confidential. Through the engineering group, part editing permission management can be easily assigned.

6.2.9.1 Use Multi-Company Part Master

First, go to “Control Panel->General->Company Setting,” check “Multi-Company Part” and “Use Eng Group User Permission” to use the multi-company part master.

After checking the the settings, restart the 2BizBox Client. A “Multi-Company Part Master” tag will appear under “Engineering Module->Part Master.”

6.2.9.2 Add Eng Group

Click “Search Eng Group” to see all Eng group information. There, you can find out if the system has a current company as the default parent engineering group. Click “Add Sub Eng” and input an engineering ID# and name - click “Add” to finish adding the sub engineering group.  

6.2.9.3 Add Eng Group User

After you have added the Eng Group, you need to add an eng group user. Go to the “Multi-Company Part

Master” interface, click “Add Eng Group User,” and enter an “Eng Group” and “Employee ID.” 

Click “Add” and then “Update” to finish adding the eng group user. This also means that the user has permission to update parts in the eng group. With same operation, more eng group users can be added to the Eng group.

6.2.9.4 Assign Parts to Eng Group

After the eng group and related group user have been created, where can you add the group parts? When you start “Use Multi-Company Part Master,” “Eng Group” appears at the part property interface. See the picture:  

Click the button behind the “Eng Group,” and pick or change a new group for the part.

In addition, at the “Add Part” interface, you can directly assign the part to a related eng group by selecting one from the drop-down list.

6.2.9.5 Test Eng Group User Permission

To test the newly added eng group user permissions, assign part A to engineering group S1 and part B to engineering group S2.  An eng group S2 user can check part B with no problem, but when they attempt to look up and update part A, there this message will appear: