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1. 390 E 324 00 335 00 155 00 141 00 McMaste lt ZP 45 lt 44 70 Digi Key 1 1 0KQTF 44 70 Digi Key I 2 7KQTF 200 100 6 5000 5000 J DODOooooo Cells on the grid are color coded to indicate various conditions 1 Assy has existing stock reducing child items needed Users will occasionally not understand why the UseNet or BuyNet quantities on the Purchase List are reduced from what they expect This feature will flag the fact that these items ate already contained within the available subassemblies 2 Item has no Primary Source The Purchase List compiler looks for a source marked as Primary for each item to get its cost and units data This shows items that have no Primary source so you can go create one 3 Quantity does not reach first available price break You enter price breaks into the Cost entry box on item Sources The AtLevel value defines the minimum purchase quantity at which the cost is valid This flag shows items where the purchase quantity is less than the lowest break so you can revisit the item s source and make cost entries that eee I I SS 104 Activities accommodate the lower quantities that your Purchase List is calling for Item s Source has no non zero cost entry at level This flag shows items that have no cost entry or where the entry is zero so you can revisit the item s source and make a suitable Cost entry Parts List set to Not
2. Capacitor cer disk 100v 18pf Items Fast Find Oty 1 Add Filter By Close When in the Search mode as above typing into the textbox above the desired column will cause the list to scroll to the first entry that begins with that search text Tools Applying to Lists 141 Add Items to a Parts List co a ple carbon film 1441 5 Resistor carbon film 1 8w 5 3 3k Resistor ww 5w 10 3 3k Resistor metal film 2w 5 3 3k Resistor chip 2 3 3K Items Fast Find Oty 1 Add Fiter By Close When in the Filter mode as above typing into one or more textboxes will apply the text as a Filter to the listing The match criteria is that the field contains the entered text These tools enable you to find the desired items easily and quickly Removing Removing an item from a list generally does not delete it Items From from the database It only unlinks it from the current Lists listing The item remains in the database available for use elsewhere To remove items from a grid 1 Use the mouse to select one or more items by clicking on the gray record selectors on the left edge of the list n Shift click to select a continuous group of items n Ctrl click to select random items in the list 2 Click the Remove button at the top of the list or press the Delete key on the keyboard To remove items from the List Tree 1 Highlight the item to r
3. This Grid Show RoHS Group Alternate Line Color Wrap Text All Grids Reposition to current row after Sort Font Set Default Font Notice that when this menu item is checked the rightmost column of the Item Master Sources grid and the Vendor Items Supplied grid have the cells n RoHS checkbox to indicate that RoHS applies to the item n Doc a text field of 50 characters to enter an RoHS complance Document number n Note a text field of 255 characters to enter Notes about compliance we Replace Used wrn j Filter By Primary RoHS Choice Doc AtLevel The contents of these fields is available to various listings elsewhere in the program and will appear on the reports printed from those lists ShowAll Soutces Inventory Assy Tree Purchase List Kit List Activities 85 Setting The process of obtaining and setting costs in Costs for Parts amp Vendors involves Parts 1 Generating a Request for Quotation which can be sent to each source of an item 2 Entering the cost information for each item which will be used for determining the cost when generating the purchase list and purchase orders Creating RFQ s A Request for Quotation RFQ can be auto generated for all vendors with links to items in a Purchase List or created manually for a selected vendor BREGO To Auto generate RFQ s from a Purchase List 1 Make the purchase list See Generating An
4. Show Lines per ltem Altemate Line Color Wrap Text All Grid i Reposition to current row after Sort Font Row Divider Lines Column Divider Lines Grid Settings menu Alternate Line Color Alternate line colors can be set to make readability across long rows easier Each grid can have its own color scheme To select alternate colors in rows right click on the grid and choose Alternate Line Color Font Changes made to the font type style and size affect all the lists except for the tree views The default is MS Sans Serif regular 8 pt Reposition to Current Row after Sort When unchecked the first row will be the current row Wrap Text Setting the wrap text option prevents partial words from being displayed in the grid columns Clicking the Add button at the top of the List Pane opens an Add Items to a Parts List dialog Its appearance depends on the currently displayed list but the operation is the same for all All the following actions add items to a list On the Add Items dialog n Click on an item to select it for adding to the list Tools Applying to Lists 139 n Shift click another item to select a continuous group of items to be added to the list n Ctrl click other items to select random items on the grid to be added to the list Double click to immediately add any item to the list Add Items to a Parts List m 1 ctr Header 0 1 d AO hot cenit IC AS23
5. Customizing Reports and Labels 169 database causing this layout to be the default report for all other users of this data file E Report Editor Default Layout ne apply Fonts To Layout File Do not Move cor Load Default Layout txtRHORGName Exit es Custom Name txtRHO Alianment 0 ddT O em D A 00 aame el 7 S Back O Faward EE a ooo CA cu CT AO soc ee Me 456 Ridge Road Nevada City CA 95959 Purchase Order j y 530 555 9114 Fax 530 555 8831 POX 9 Page 1 of 1 1 To Ship To Notice in this example n The Org Name textbox has had its Visible property set to False since the logo includes the company name n The address textbox was moved up to line up with the logo image n The black on blue image here is probably a bad choice since it will fax poorly and will probably print poorly in this manual Text and line art logos will work best here particularly if printed on a black and white printer n The modifications may or may not look good through the particular window envelopes that you may use Adjust size and placement to suit gt 170 QuickBooks Connection EVO Parts amp Vendors can exchange data with Intuit s QuickBooks 2002 2005 Pro Premier or Enterprise Editions Note This is an unsupported feature in Parts amp Vendors As Intuit updates its products and functionality ceases Trilogy D
6. Select the ShowAll page where you ll see a flat listing of items All Items in database 4 1111 EE5 624 items Add Remove Replace Used On Filter By PAN Type Title fetal CuCost sal 44818 09 IC R5232 driver receiver j 44818 12 IC 8 bit microcontroller jam nET a a h FEER me The List Pane 80c51 74HC368N 0 000 LIMAIDAQIA Records Records ate the rows of information that define items Viewing Information At the bottom of the List Pane are a group of list tabs that allow you to look at data on the List in different ways To select a different view simply click on a Tab A selected view is always indicated by the front most tab The sets of tabs differ depending on which Control Pane Page is currently selected The tabs for the Item Master Page are shown in the following figure List Pane Tabs for Item Master Show All E Parts cet List ma Made rom Makes j Detail el Inventory On Orders RFQ s Used On Not Used FilesfURLs The types of information displayed for the Item Master Grid tabs are as follows Show All Allows you to see all records for all part numbers in the database Main Window 033 Sources Shows the sources if any for the currently displayed P N on the Control Pane Parts Lists Shows a complete numbered parts list for the currently selected item including quantities and reference designators List Tree Shows a complete product
7. gt gt 2 2 25 Q Q Ss SS 2 amp 8 g S5 D gt 2 aS lt oe p ES S S BS g lt 5 D w 1 o v A o SXY 30 ID ex y 5S aq 6 amp 8 20 os OS 1d Cost al 2 790 Net BuyNet Buys Ono 11 en 70 11 each n q Stock MinStk Short OverKit Extra UseNet 1 0 o n o o n n n Al eseh TE 1 The data can be viewed and printed in varying formats P N 3875 36 PS The three List Pane tabs Purchase List By Vendor and 2041 02 By Item all show the same data but with different formats Cost Options Cost information is gathered as the Purchase List is being compiled and the program will use the appropriate Cost At Level vendor price break for items with that information in their Sources links These options are set on both the Buy page and the Item Master page a m a a a lt lt il Activities 00 091328 ne E For Jobe z Buy Page Options Buy Page Cost Options Use Current Costs Only Only the Current Cost on the Item Master is used for determining CostEach Price breaks at varying purchase levels are ignored Use Source Costs use costs as entered via the Sources definitions for one or more vendors If this option is selected then the following options are enabled If Quantity Does Not Qualify for Price Break The price break is determined by the correspondence among quantity needed the Cost At Level and the Units of Measure When
8. tab below the grid 5 Above the grid click Add to add items to the ECO Note If the ECO Options are set to include parent items then any parent items all the way to the top level will also be added as each item is added 6 For each ECO line item set the Action Action Purpose Change Change the item specification in the database Edit any associated drawings based on instructions and or redlines referenced in the instructions Dwg Chg Only Make a correction to the documentation in the database or to a drawing that does not affect the specification of the item Limited Effect Make a change that is to be effective for a limited duration only New Create a new item 196 Action Obsolete Purpose Change an item s Status to Obsolete Release Change an item s Status to Released nounting output Revision Control Dwg Chg Only Obsolete 7 For each line item set the Disposition for existing items in each of the locations On Order In Stock In Kits In Finished Assys In Inventory In Field Rework 8 For each item enter Instructions that specify the changes to be made Click in the Instructions cell then open the Zoom box from the popup right click menu 197 J Replace gt Rev Action Edt Edif Comment Detsi__ Rev Instructions unting 21 O 77120 Brackets A Change Scrap wutput
9. Click on the Image tool on the toolbox and place an image control on the report header by clicking and dragging E Report Editor Default Layout mwmw Customizing Reports and Labels 167 4 On the Properties toolbox click on the Picture property to browse for your logo image file E Report Editor Default Layout 0 ddBKTransparent 810 180 0 Transparent Notice that several file types can be used for your logo Browse for and open the desired file eS en Pictures bmp ico cur jpa git wmf y i 168 Set the SizeMode property appropriate to the image file you have Notice that n The Stretch mode will distort the image to fit the shape of the image box you placed on the report n The Zoom mode will size the image to fit the width of the image box you placed n The Clip mode will mask the image to the size of the image box E Report Editor Default Layout Eile Design Preview TF Do not apply Fonts TF Do not Move controls when printing hyperLink left LineColor LineStyle LineWeight Picture PictureAlignment SizeMode Tan Imagel E 0 ddBKTransparent 810 90 mu 0 Transparent 1 Bitmap 2 Center 2 Zoom 5 Save the modified report layout to a layout file Later when your other modifications to the report layout are complete you can save the layout to the main
10. File Utilities ECO Settings amp Parts amp endors ECO 6 0 C P 6 Example4 6 mdb Open File Edit Page List view Help Save Record Ctrl S New Backup copy this file ml File Utilities Compact Import v Remind to Compact Export Eject other users from database Convert Vendors to Mfrs EC ings Print Labels Page Setup ECO Archive Report Layout Parar oO Manage User Permissions Rnt to POR E Set Change Data File Password Print Preview int Ctrl P mros Prin Mixed Case Text CAPVEAFYvamnled VA mdh Maintenance xl _ _ _ _______ 188 Scope of ECO Control ECO Settings The scope of ECO control for the data file can be to n Enforce ECO control only for items whose Status Released or Status Obsolete Items whose Status Unreleased are not controlled and can be edited by users with permission to change item specifications n Disable ECO control in this data file Released and Obsolete items are not casually editable but must be changed to Status U before changes can be made Revision Control 189 190 Parent Revision ECO Settings When revising an item it is standard practice to advance the Revision code for entities that the item is used on If your own ECO protocol is to do this then the program can be set to automatically add those assembly P Ns to the ECO except items whose Status Obso
11. New packaging coming from Tharco Show All Parts List J List Tree J Made From J Makes J Inventory _On Orders _RFQ s Used On Not Used Files URL Lists Grid and Tree Views Cur Cost 0 000 Control Pane PartsK Vendors Main Window Control The Control Pane at the left side of the main program Pane window is separated into pages selected by clicking on the tabs at the top On these pages the user sets options edits data selects data to view or initiates operations including making a Purchase List and dialing a vendor In normal operation the Control Pane selections determine what data will be shown on the various grids of the List Pane the right hand part of the main program window Saving Changes Changes you make to Control Pane data are saved automatically as you move around in the program If however you aren t going anywhere after editing something you can also n Click the Save button on the tool bar n Press Ctrl S on the keyboard n Choose File Save from the menu n Right click and choose Save from the Popup menu Popup Menu Right clicking on the mouse while the focus is in a Control Pane text box or dropdown box brings up the following menu Most of the options should be familiar to the user Cut Cirle Copy Ctrl C Paste Ctrl Find Ctrl F Save Ctrl S Alternate Line Color Font Dropdown Column Widths _ oO o Main Window 31 Alternate Line Color A
12. Organization Addresses Telephone Preferences P L Viewers Path P N Copy P N Purch Kit Lists When Copying an Item _ gt Preserve in Copy Prompt to Copy Source s Y Vendor C Do Not Copy Source s Y Vendor P N Desc JV Mfr Name Mfr P N IV Cost s Levels IV Units Primary Setting TF Buy in Multiples Of m Sources to Copy J RFODate Leadtime Choice When Copying a Family of Detail Items Separator character for P N Suffix Prompt to Copy all Details Source s C Do Not Copy Details Source s C Primary Only Cc All Close the Settings dialog Then with the parent P N on the Item Master click the Copy button provide a new root portion for the P N and click OK on the Copy Item dialog Linking Detail Items to Sources If the cost of all the Detail items is the same 1 e resistors are of the same specification but have different values ot wite is of the same size but comes in different colors 1 Link a source to the Parent number 2 For each child Detail item check the Use Par ent Cost checkbox This can also be done on the Detail Items grid If the cost of the Detail parts varies e g screws of different lengths 1 Link a source to each of the Detail items and enter a cost 2 Uncheck the Use Parent Cost checkbox I ay Activities 057 If the currently displayed item is a Parent P N this provides a way to set t
13. Upon clicking OK the new order will be created and the item added Converting an RFQ to a PO HAI This command converts an RFQ into a Purchase Order If the RFQ was auto generated from a Purchase List the new PO should retain the quantities from the calculations made at that time 112 Activities Viewing Purchase Orders 1 With the Control pane on the PO page click the ShowAll tab below the grid The default listing is All Orders no filter on the list 2 From the Filter dropdown list on the main win dow s toolbar choose one of the filters P amp V Show Open Orders P amp V Show Closed Orders P amp V Show Pending Orders Note The list of orders can be sorted by any column by clicking on the column header 3 Hold the control key when clicking to sort in descending order 4 To select a secondary sort column hold the shift key when clicking Updating Item Costs On a Purchase Order Only It may be useful to change the costs on a PO without changing the database When costs for an item are edited on the cost cell without clicking on the cell button the main database is not automatically updated To change an item s cost in its link to its vendor click the button in the Cost cell and edit the price breaks Note Because the cost is retrieved from the cost in the link to the vendor when the quantity is changed edit the quantity prior to changing the cost The Extension will be calculated using the edit
14. grams Parts amp Vendors 4 Permission ECO Setup Utility IUICKBOOKS PrO ro Microsoft word de WS_FTP Pro 4 3 E Compact Data File ES Programs y 2 Parts amp endors Help Q Get Current Data File 3 Documents gt mM Parts amp Vendors amp Permission ECO Setup Utility Ed Settings 2 Tour of Parts amp Vendors Bw Uninstall Parts amp Vendors 3 The setup utility is a wizard style dialog that will direct you through the sequential process of iden tifying the file to modify plus selecting what fea tures ate to be installed fey Parts amp vendors gt fy Utilities The process makes a copy of your file leaving your original file intact It also runs the Repair and Compact utilities on the file to be sure it s healthy before proceeding 4 When the tabbed User and Permission Groups dialog opens you can specify additional users and their access permissions as desired Once the features are installed managing permissions can be done by the file owner from within the Parts amp Vendors program Managing The User and Permission Groups dialog accessible from Users and the Permissions Setup Utility can also be opened from Permissions within the Parts amp Vendors program from the menu 180 Data Security File File Utilities Manage User Permissions amp Parts amp endors ECO 6 0 C PY6 Example4 Y6 mdb File Edit Page List View Help New Open Save Record Backup
15. where it is desirable for an identifier to carry and convey additional information This is not one of them ECO Setup ECO features can be installed into a new empty data file Utility or into an existing P amp V data file 1 Close all copies of Parts amp Vendors accessing your existing data file 2 From the Windows taskbar Start button choose Programs Parts amp Vendors Permission ECO Setup Utility JUICKBOOKS PrO mn rl Microsoftword S de WS_FTP Pro NT E O TL 31 Compact Data File f Programs g Parts amp Vendors Help 3 Get Current Data File Documents gt rm Parts amp Vendors e up Utility Eh Settings g Tour of PartseWendors ey Uninstall Parts amp vendors 3 The setup utility is a wizard style dialog that will direct you through the sequential process of iden tifying the file to modify plus selecting what fea tures are to be installed The process makes a copy of your file leaving your original file intact It also runs the Compact utility on the file to be sure it s healthy before proceeding Revision Control 187 Opening a Data File with ECO Features Installed ECO Settings An ECO controlled file naturally has Security features so users will be prompted for a name and password Once opened the Control Pane shows an additional tab for the ECO page alve motor assy Modify mounting a to make room for one more output connector From the program menu choose File
16. 555 4379 Dial Email 1 bob fca com Contact 2 Cathy Phone 2 530 555 4380 Dial Email 2 cathy fca com Fax 530 555 4390 Dial Followup Followups Today New Change Notes Delete Last Contact Activities Dial Buttons Clicking on these opens a dialog box in preparation for dialing this phone number via a modem installed on your computer You may find this feature useful when you have to make a lot of phone calls One requirement is that the modem must be able to connect to the same phone line used for voice Account This is the vendor s customer number for your organization Followup Opens a list box showing all vendors that have Followup checked next to the account field Double click on a vendor name to jump to that Vendor page entry Creating Manufacturer Records On the Mfr page On the Manufacturer page click New Fill in the Manufacturer name and related information on the page See Go To Web and Dial Buttons discussed previously for information on those functions On the fly Manufacturer records can also be created on the Item Master Sources grid or Vendor Items Supplied grid by entering a manufacturer name in the Mfr cell The new name will be entered into the database and its supporting information can be filled in on the Manufacturer page Creating Sources A Source can be a Vendor and or a Manufacturer that supplies an item When specifying sources for your parts remember
17. AA A ess 43 Milter sci stt a 44 Stats Dit ai 44 ShOtHtcut Keys ld ia 45 WA CUIVITIES ecos oantnstes oetuvenseeescvevunncnssessccaventnsssonstvegesssensiaasestededmnsabesssee 46 Managing Items and PAIN ani 46 Part Numbering sssini naai 46 Creating and Viewing Item Records sss ssssssssssssisssreesssressressressrreess 50 Copy Metniecsciictectccitiicicicatesdlaasatecvecdedsteceesteteseceeslatiteisisntinentanteceeventss 67 Copy Sources when Copying an Item ss sssssssiessriessriessresrrresrreess 68 Changing a Part Number onthe tem Master page iss sccvverencesovoasendsavasveavovavvssensassvovveveesouoesess 68 Deleting Ttem Records viii nda 68 Linking Piles to lesa ala at 69 Making Parts Lists tata a a ia 70 Creating A New Parts Last cccccsvetssvisesssveronstieanssesonnoosttedopsdedesenstioes 70 Adding Items to Parts Lists carril dista 70 Renumbering tems occ ceceseesesseeeseeseeeesessesessesssseseeseaeeceneseeeans 71 Renumber Assy Orders caiste ila dali 72 Parts List Quantities econ 72 Reference Fieldsrcneseienininii e 73 Parts List Optons iciicicnnoontcnsa tii 75 Comparing Patts Lasts sci is i clisieaticapicssecsstessocasisssatasoncdescisostosesanasedsseuseestace 76 Managing Parts Lists on the Tree Vie W cinnnnnmnmnmnrss 77 Specityine Sources for EMS ciar 78 Definitions of Vendor and Manufactutet monos 78 Creating Vendor Records medal dad 78 Creating Manufacturer Records coconcincnninnininnnncnnancncnncnc
18. Acrobat A free reader program is available for download on the Internet at the Adobe internet website A link to the Adobe site is on the Trilogy Design website From the main menu choose File Print to PDF File Faxing RFQs and POs P amp V will fax one or a whole group of RFQs or POs to their respective vendors if Winfax is installed on the same computer The Vendors fax numbers ate sent to Winfax with each document The faxing feature is available from four places 1 RFQ page line items grid 2 PO page line items grid 3 Buy page Pending RFQs grid 4 Buy page Pending POs grid From these grids the File menu has these special items Print Setup Fax Device Winfax Name PO Print Destination Printer F Drint shala Set the Fax Winfax device name from the first menu item This setting will be saved The menu will appear in RFQ or PO context and the setting that you make for each is saved separately for that context When faxing selected line items from the Buy page Pending documents choose File Print to send the documents Printing and Faxing e157 Printing You can print data from the currently displayed grid to Labels n Sheet style laser inkjet adhesive backed labels n Dymo CoStar LabelWriter single label printer n Seiko Smart Label single label printer This is useful for preparing kit bags to give to assembly houses or for inhouse prototyping and assembly groups 1
19. Expand This flag shows parts lists that are set to not expand a setting made on the Item Master page This is a setting that is normally made when you acquire the item from an outside supplier buying it as you would an individual component In this case the items contained within the assembly are not included on the Purchase List Empty parts list This flag calls your attention to an item whose Type CAT or PL intended to be an assembly but that has no items on its parts list While this is not a problem an empty parts list is probably an unintended condition and the item should probably be designated with a Type PS or DWG 105 Ordering Purchase Orders can be automatically generated for all and items in an assembly tree or created manually for a Receiving selected vendor The process of ordering parts and updating inventory in Parts amp Vendors involves 1 Generating a Purchase Order which can be sent to each Vendor for an item 2 Entering the quantities of received items 106 The Purchase Order Page The information on the different sections on the PO page comes from different places Date Issued and Date Closed These fields are automatically filled in by P amp V The Purchase Order s Date Issued field is filled in when a PO is printed or previewed The Date Closed field is filled in when the ReceivedAll checkbox for each item is checked or the cumulative quantity of partials recei
20. Lists are always Type CAT or PL This one is a sub assembly 7676 PS Socket 9004 DWG Panel 5455 DWG Retainer 7789 PS Spacer This item Type PS is entirely specified by the Vendor s P N 6656 DOC Assy Instr Here s an item that actually IS a drawing in this case a piece of paper with text and graphics 1129 PL Base plate This is incorrectly designated as type PL and will show up as an empty list It should be a DWG lt lt lt ee _____ 54 Parent P N When a family of items has a common basic description it is sometimes convenient to link the items together under a parent part number This is often done so that you can n Make one cost entry for the whole family of items n Consolidate references to documentation into one place These families are sometimes referred to as being tabulated since they are often represented on drawings and spec sheets displayed in a tabular format In Parts amp Vendors the Title Type and Status are common to all of the items The User 1 and User 2 and Revision fields can be common to all items or set independently for each item The Detail field the 2nd level description identifies the basic difference between the items In the context of P amp V we refer to the Parent number and the Detail items Note The Parent number is never a physical item It is only a reference
21. Make a new Purchase List Costs are shown on the Cost Summary Tree 28 8 Generate an Extended BOM a Purchase List This is a list of all items with one line per part number Extended quantities based on num ber of units to be built of multiple use items items on more than one subassembly are consol idated onto that line The calculations are affected by the settings of the Quantity options on the Buy page and Stock options on the Item Master page 9 Order Items PO s can be auto generated from the Purchase List on the Buy page or created on the PO page one at a time Entering the quantities received on the Purchase Order as items are received will automatically update inventory 10 Make Kit List This is the pick list to identify items to be removed from stock On the Build page make a Kit List Calculations are affected by the kitting option settings available on the Item Master page 11 Adjust Inventory Reduce the inventory to reflect removing the kits from stock Increase inventory when putting the finished units into stock These are done on the Build page 12 Back up your data file DAILY Your P amp V data file may eventually hold important data from ALL of your projects Don t risk information loss due to an untimely power glitch hard disk crash or any other technical problem See the Data file Operations section at the back of the manual for more suggestions on protecting your data file
22. Purchase Ordenada di 112 Purchase Order to a Single Vendor coccicicicococicinnonnenconononinnnnnonononan cn nnconononons 109 Purchase Ordesa ai e Nat aa a e a e a E e 95 106 Purchase Spec ar o a i E E E bes i acaba E 52 Q Oty Received iaa 116 Qualify for Price Break sedni ainis aiseta EE nET SEESE 99 Quantity field on Parts Lists ceececcseesesesesesceseseseseeeeceeseseeseseseseeseeeeeaeeeeeees 72 QuickBooks Connection reenirinte a R 171 QuickBooks Setup Suggestions sssssssseesesissesssertestsresrerresrssttsresresresresresreset 175 Quick Stat sunt 27 QUITO Fada aa 88 R Receive Partaloa ibas tasca 115 116 A A ds et nee ea hme ama a a 115 record lock id bas aras 22 TECOTA SEO aiii 39 RECOLAS O OO TORO 33 Reduce Qtys by Items On Ordet cocicicicicnnononincnnonnonencnnoconnononcn no ron conocernos 101 Reference ad 73 REfMeEmO mitin 74 Refresh Button iwariri aia AE E E EEEREN deeaen oes 42 Refresh butto rie sis ee teh caste i a a a Ante A Ea 23 42 refresh interval srennerosnio na i a RNE SAA E neces 23 Retreshine Dita 23 Index 0241 SS A O IRE E EEE EEE ERATE 74 Released terete SE e aa aa te tee Och a nas Bled ihn A 66 FEMOVE AAA CU idad 81 Remove button essare naana hand ieee ied es 142 remove the items from stock ooonconicnicciccconnnnononnnononnnonnncnnonnornncnnnnn anno rnnaninonos 122 Removing controls from a report cccconiccnnnnnonencnnonnnononnnno non no nono nan no no nennanan anos 165 Removing Items From Lists ooco
23. QuickStart 029 Main Window Getting Parts amp Vendors is a powerful flexible tool for creating Started manipulating and storing information about items used to build assemblies and manufactured products Once you make parts lists for the assemblies that comprise a product the program can gather and display information about the items on those lists for purchasing and manufacturing activities To use Parts amp Vendors you ll primarily be working in the Main Window The Main Window allows you to view and edit information in a variety of ways allowing you to choose the way you want to work Two key areas comprise the Main Window the Control Pane on the left of the window and the List Pane on the right In its normal mode the Control left Pane drives the List right Pane However you can also reverse the control direction and look at any item from the list File Edit Page List View Help m ejej elx seveaview Cren z Q X Fiter Nore Ba RQ Po Buia fuero database Item Master DE Manufacturer 56 items Add Ena Replace Used On Filter By lez type Tite Detal gt CAT Meteri gt loo 0 DEM version Title Metering pump Detail OEM version Type Status Revision Date car ua c 11 21 1199 TF Ferent P N I Made From Units By I Contilled feach 3 wb 6 32 1 8 Notes More Kiting Stock Assy Cos If GYI assembles this be sure they use the 4 new B 127 fixture
24. Simplified Block Diagram Software There ate three editions of Parts amp Vendors Editions ECO Edition full featured including file security and permission groups plus Revision Control ECO features EX Edition full featured including file security and permission groups Introduction Multiple Users and Networks SE Edition Basic features no file security or permission groups and with the following features disabled n Purchase Orders n Auto generation of RFQ s n Made from n Compare Parts Lists n Minimum Stock Qty Order to Maintain Minimum n Report Layout Editor and printing of modified reports n QuickBooks connection n Client and Job databases This manual covers features for all editions of Parts amp Vendors Features that are disabled in the entry level SE Edition are marked in this manual with the following icon Ex ECO ONLY Features that are only in the ECO Edition are marked in this manual with this icon ony If you purchased a license for a lower Edition and later wish to upgrade you can contact Trilogy Design for information on how to get the edition you need Your original purchase can be credited toward the upgrade within a particular major version number Users can work independently with their own Parts amp Vendors data file or multiple users can access a shared database file provided each has a licensed copy of the P amp V software Refer to the secti
25. Threadlocker 0 00 Northstar 222 pink Fasteners D 8447 13 PS Adhesive Loctite Output high 0 00 Northstar strength Fasteners Sum of CunAssyiMFExtCost 1 897 23 Client and J ob Databases EKE Client Page The EX and ECO Editions of Parts amp Vendors includes a basic Client database It can be used to store the names and contact information for your repeat clients NOTE Although there is not a technical limit on the number of entries we recommend against letting the size of your database expand in an uncontrolled manner with large number of one time entries This is not a point of sale program and in Trilogy Design s opinion it s best to leave the priority to finite item and product data and not the ever accumulating entries of one time sales ltem Master Vendor Manufacturer Buy RFO PO Buld Client Job ECO iwe Company v Addr 123 Main Street al PO Box 1987 Anytown C 99999 USA gt Web www jwbco com Notes Contacts Account Ship Addr Contact 1 Bob Strombrowski Phone 1 123 456 7890 Email 1 bob jwbco com Contact 2 Mary Phone 2 123 456 7891 Email mary jwbco com Fax 123 456 9876 Client and Job Databases 0129 The Client page is similar to the Vendor page where you can enter address notes contacts account particulars terms code account number etc and shipping address 123456 68 0987654 You can set the caption for Client Customer or a term of your choosi
26. Trama TT The exchange rate can also be edited here Costs can be entered in either your local currency or in the vendor s currency When entering a different exchange rate the vendor s pricing remains constant When displaying of costs in your local currency the values will reflect the different exchange rate When viewing RFQs or Purchase Orders for a vendor with a foreign currency the currency header appears that permits selection of the currency displayed like the grid described above Items on Purchase Order POX 25 4111111 B 2 items Add Remove Replace Used On Filter By C USD Euro EUR 0341 Document USD perEwoEUR Item P N Rev Cost Buys Order ty _ Extension Description Taxable Qty Revd ReceivediAl tampa Schedule Job RicvePartial F1 ne nn na1 239 A F1 MAA 1 each Once the Purchase Order has been Issued printed the exchange rate is saved with that document and does not change with subsequent changes in the exchange rate value 0152 When Printing The selected currency option button will determine the currency shown on the printed report When Merging If source file currency for a vendor or PO already exists in destination file destination exchange rate will be left undisturbed If merging a PO and the vendor does not exist a new vendor will be created that will have default local currency irrespective of currency settin
27. User6 10 are not part of the controlled item specification that is under ECO control in that program edition Setting User Field Captions The User labeled fields can be used for any supplemental data describing an item in the database These captions are saved in the main data file Caption text is saved in the main data file so all users of a shared data file will see the same column headings The Userl and User2 fields additionally can be linked to the item s Parent P N if any When linked by selecting the checkbox the Parent P N data will be copied into that field on each Detail child item when saving any changes to the Parent P N record Preferences P L Viewers Path P N CopyP N Purch KitLists AFQ PO Taxes User Fields Organization Addresses Telephone Field Caption User Size J Link to Parent User2 Profile Link to Parent User3 Tooling Data in field can be defined by le MA Parent P N if any Link to always copy to all Details User5 Stock Bin User6 Buyer Note User User User8 User 8 User9 User 9 User10 User 10 User Field settings I ey Activities 65 Other Supporting Specifications Title The topmost level description of any item This is the same brief description that would appear in the title block of an item s drawing Detail The second level description under Title of an item This is typically used to describe a value size etc Also it can apply to the ind
28. _ B Punchone Rework Use Use Punch one additional connector hole on edge in line with existing holes same size and spacing 9 For line items that are assemblies Type PL or CAT check the EditList box if the list itself is to be changed i e quantities item numbers new items on the list reference designators assy specs or assy order If only the Revision is changing due to an item on the list changing its revision but with no actual changes to the list then leave the EditList box unchecked 10 On the control pane ECO page click the Submit button Revision From the Item Master page click the Rev History tab History below the grid A Revision History is a list of instructions of what changes were to be made to an item s specification The Revision History for any particular P N is the collection of line items for that P N on its various ECOs When an item is deleted from the database its Revision History is also deleted If an ECO is deleted from the database an unconventional operation allowed only by a user with PVAdmin permission the Revision History records for that ECO are also deleted oo 198 How To s Create a new ECO A user with any permission can create a new ECO On the ECO page click New or from the menu choose Edit New Fill in the Subject field with a general description of improvements or refinements being made or what problem s the changes will remedy Fill in t
29. amp V is designed to work with bar code scanners that Device have a so called wedge keyboard interface That is Setup scanned data comes in like keyboard keystrokes The focus must be on the Bar Code Scan dialog the dialog is the active window To open the Barcode dialog choose View Bar Code Input from the main program menu This feature is designed to work with in house part numbers only Set the program and the scanning hardware to match Adjust Stock Receive ltem l Find Scan Preamble 96 Scan Termination CR v Scan Device Settings The program is designed to expect a one character scan preamble to preceed the incoming bar data This can be any keyboard character or most high ASCII characters On the Settings tab type or scan the preamble into the textbox The number shows the ASCII value Set your scanning device to send the same preamble character Instructions on how to do this will be in the user manual for that hardware device The program expects a scan terminator Set the scan terminator and the scanning hardware to match 134 Using Adjust Stock for scanned items Barcode Input Bar Code Scan First enter a quantity or set the option buttons to increment or decrement stock for the item Then scan the barcode The program will indicate if the item was found in the database and the operation was successful Adjust Stock works in UseAs units of measure same as editing the Stock value
30. cell immediately below will open an Edit List window where changes can be made 204 Modify mounting me more output ee Edit Parts List Edit List button Fa Title gt Rev Action 7712 01 Bracketw B Change CO Punchonel File Edit View Help P N 00 91298 Type PL ype Title Valve motor assembly Detail 12vde 1 1 PS Motor gear mimiature 7247 01 lol 2 1 PS Screw set flat pt SS y 116502 Mee 3096 02 O Revision Control 6 32 x 1 8 y y 1 DWG Lock ring antirotate J Black IC pc Black Edit a MadeFrom list If a MadeFrom item s Revision is being advanced only because the item it is made from is being revised then there is no need to edit the relationship between the items themselves The UseAs quantity remains unchanged However if the usage or the sourcing item s are changing then the MadeFrom list itself can be edited To indicate and enable editing of the list check the EditList checkbox on the grid The Edit button in the cell immediately below will open an Edit List window where changes can be made 205 Edit List button H Edt Edit Comment Detail_ Rev Instructions adify mounting Bracket s B Change a C PunchoneifUse Use all models Edit Made From List File Edit View Help Determine if item is on an open ECO When the currently displayed item on the Item Master is on an Op
31. components and pre built assemblies such as motors power supplies etc Even custom components from outside fabricators are often received complete and ready to use in their final assemblies However many other items finally get to their ready to use state by going through additional processing These parts are made from other items Typical scenarios are n A standard item is brought in house and has custom modifications made to it before being used in an assembly n A custom made item has several finished variations It is taken to a state of partial completion and put into stock When a determination is made of its final configuration it is pulled from stock and finished to version A B ot C depending on what is required Examples Wire and Tubing An assembly uses one 7 5 inch piece of wire which is cut from a roll prior to being put into the kit of parts for the assembly The wire is cut based on Inches and is bought on a per Foot basis n P N for the piece 1234 7 5 7 5 indicates the cut length n P N for the wite on the roll 1234 Ie rua Activities 059 n 1234 7 5 U M Each Each is Made From Qty 7 5 of P N 1234 U M UseAs Inches BuyAs Feet U M Units of Measure When Parts amp Vendors compiles the materials requirements for the assembly where the wire is used it will include 7 5 12 or 0 625 feet of the uncut wire on the Purchase List for each of the assemblies to be built If compilin
32. copy this file File Utilities Import Export Print Labels Page Setup Print to PDF Eile Print Preview Print C PV6 Example4 V6 mdb Ctrl s Ctrl P CTE v Remind to Compact gt Eject other users from database Convert Vendors to Mfrs ECO Settings ECO Archive Report Layout Merge Mixed Case Text Maintenance Secured data files have two default permission groups n PVAdmin all permissions and n PVDefault no permissions Create additional groups that are appropriate to your otganization and check the boxes to give editing permission to each new group that you create Users Permission Groups and ECO Department Settings grp Engineering ol M M M M M ol a M M M M M AAI 181 NOTE Permission groups will probably not correspond directly to your organization s departments so give them names that will differentiate them and reduce the potential for confusion Or it might be a good idea to prefix each new group name with grp or a similar designation Adding Users and Changing User Settings Additional users must be added to the User list by one who has PVAdmin permissions for that file On the Users and Permission Groups dialog click the Users tab As each new user is added to the list they will be assigned PVDefault permission none Users Permission Groups and ECO Department Set
33. for the product on the Cost Summary Tree list pane Cost Summary Tree The Cost Summary Tree is built when a Purchase List is built This tree reflects the cost of a single unit of the top level item Costs of items and subassemblies used in the calculations are related to the quantity being built These costs are determined by the various cost options cost breaks and units of measure as well as by quantity options Note If the user changes the list to look at the List Tree the Cost Summary Tree will be erased Make a new Purchase List in order to view the Cost Summary Tree Some of the Cost Summary Tree columns Cost Summary Tree for Assy 00 15296 02 Based on 250 Units les Items Add Remove Replace Filter By 00 15296 02 Mete OEM 0 000 142 958 142 958 1 1 12 4889 03 Dwe Pan oem 9 830 2 1 00 17260 04 PL Driv 9 400 88 821 98 221 m1 2 00 91298 PL valw 12vde 16 800 27 584 44 384 1 1 7247 01 PS Moto 12vde 20 500 2 1 3096 02 ic Lock Black 6 920 3 1 1165 02 QPS Scre 6 32 0 150 ted 1 2805 4 00 agPS Wire 4 st 0 000 0 014 Lol 4 2805 LEN PS Wire 0 015 tal 1 7369 03 Pr Collet 3 sl 0 000 0 000 6 1 CL404011 1 S DOC Ass 0 000 7 AR 8447 05 gPs Adh Thre 0 000 2 AR 8447 13 PS Adh Out 0 000 a 4 Taran Mii Baie 1 gi aan Activities The following
34. from the command line type Line pati PV filenamexadb Parameters Viewing The following is a list of tables in the P amp V database A Data with retail copy of Microsoft Access 2000 Or 2002 can be used Microsoft to view more detailed information about fields indexes Access and relationships When first opening your P amp V data file with Access you may be prompted to convert the file to Access 2000 format It is OK to answer yes to that prompt COST holds the multiple costs at various buy levels price breaks for each source for an item CU holds customer client entries not accessi ble in the SE Edition CUR holds currencies exchange rates and formats ECO is the master table of ECOs Technical Information e215 HIST holds the history of bulk inventory adjust ments JOB holds job data entries LIN holds the line card links between vendor and manufacturer LNK links sources to items and holds related information MF holds the Made From links MFR holds manufacturer information MFRPN holds manufacturer part number infor mation ORG holds your company s name address phones and shipping addresses PL holds links that define parts lists and relat ed data PN is the master table for all parts PO holds the line items for RFQ s and PO s POM is the master table for all RFQ s and PO s RH holds the ECO line items and is the revi sion history for items RPX holds da
35. ii is 22 Refreshing Datasinnnia dai lidad 23 Global and Local Settings for Multiple Users wee 24 Pile Paths isc inietia nies canvn ais 24 Multi User Disclaime oooconononnnnnnnnonancnninincinncncananonanancnoncananononcncananones 25 Quick ta y E EEE A A E sees veverevedsdadedecessoussosestecetes 27 Essential Concept iii is 27 Sequenice OF ACHVINES i riisissrriin sie terie SEEE Ea a EERE SISAS iiin 28 Main Window csccccsssesssecesssssssevesseseesesesssesevesesssesssesesssesssnsesssesseess 30 CS 30 Control Pane siii cidad dais 31 Savino COn att 31 Popup Mena ici 31 Enhanced dropdown lists oniconicinnnninnnninnincnninoncnncn canon conan cnn cncnrnncnnns 32 List Pia A des Naga dan hath 33 Recordere a e EET A E E 33 Viewing Tn formatio sensis ns n iain 33 Adjusting Column Width and Position s sssssssssssssssssseresssesssreessress 35 Columns in Report cnica a a i 35 Choosing Columns to SHOW ss ssssessssessssesssresssriesreesnrensnressnreereessrressee 35 Tree VICW aise anata esiac ss EES SE AOE Era EAI E ED ESERE ESAE Si iSi 36 Fdo 39 Entering and Editing Information sss ssssssssesssresssrieseessrressrreesnreesnrssrresee 40 Control Pane vs List Pane Setting Control Direction 41 Show a listed item s specification ccccccinoncnninenninennnncnnnnoncnrancnnancnnaninoos 41 Showa listed tenis isis 42 A E S 42 Refresh BUON prehnana aaa liliana 42 View History A aE EEEE EEA 43 i _ _ _ ___ _ Saved Views ARA
36. n Shift click another to select more than one item a group of rows mS Main Window 39 n Press Control click to select individual rows not necessarily in a contiguous group Making Rows More Readable Alternate line colors can be set to make readability across long rows easier Each grid can have its own color scheme Set alternate row colors from the Grid Settings menu How to Sort Lists You can sort lists on the grid by clicking on a desired column heading n To sort in descending order hold the control key down when clicking or just click again n A secondary sort column is set by holding the shift key down when clicking on the column heading Double Click Action Options The View List Dbl Click Action gt Grid has three options for setting Double Click action Select text Show Item Show Item List Single click Action The user can set the single click action to either position the cursor in a grid cell or to select all text List Select text when clicking in a cell Entering Editing information on either the Control Pane or List and Editing Pane follows most standard editing procedures In Information addition Parts amp Vendors has several unique operations 1 Text color on the grid indicates whether text is editable or not n Non editable fields are black text n Editable fields are dark blue text This color can be set from View Grid Colors Set Editable Text Color 2 To edit on Sho
37. of Goods Sold gt items only not subassemblies M o Use RO Description ooo 172 Send or QuickBooks must be running receive data from This interface permits selecting Items and Vendors to be the Connection to QuickBooks window Connection to QuickBooks P N 1455 105 PS Capacitor tantalur P N 1455 106 PS Capacitor tantalur 104 PS Capacitor cer disk 50 PS Capacitor cer disk 101 P N 2078 01 PS Screw button head SS 6 P N 2147000000 PS P N 2149000001 PS P N 2159000002 PS P N 2507 15 PS Res ntwk 4 7k 1 com 6 P N 2511 04 PS Heatsink glue on P N 2805 4 00 PS Wire insul 24 AWG transferred to or from QuickBooks or Purchase Orders to be transferred to QuickBooks QuickBooks Connection 173 Send from QuickBooks must be running and grid rows must be selected selected highlighted before data can be transferred rows on certain grids lt lt Show Item 1165 02 lt lt Show Item List 12 4889 03 Zoom Text 1455 105 File Manager 1484 104 2078 01 a 2507 15 gti 2511 04 Paste 2805 4 00 Find 2805 LEN 3096 02 Send E Mail 3331 102 Send Selected Items to QuickBooks 3331 103 Sum of Column Send items to QuickBooks from the following grids Items Item Master Show All Parts Lists Vendor Items Supplied Buy Purchase List Buy Purchase List by Item PO Line Items Build Kit List Vendors Vendor Show All Item Master Source
38. on Assy Tree Standof p Font Motor hi 5 5 PS 4362 07 Standof 6 4 PS 2078 01 Screw Auto set or Save column widths From the popup menu check or uncheck the menu item With the menu item unchecked user adjustments to column widths are saved and restored when the tree is refreshed _ ____ 2_ Main Window Show Subassemblies Only Each assembly on the Tree can be expanded or collapsed to show or hide its contents Use the small buttons in the left column of the tree to Show expand or Hide collapse the branch Or after highlighting an item on the tree use the right click popup menu to set the visibility of any branch When printing only the visible branches will show on the report EY ECO Made From branches Made From AHLY branches can also be shown or hidden on the Tree view of an assembly On the Tree Settings menu choose Show Made From Branches and check or uncheck the menu entry The setting will take effect the next time the tree is refreshed Dragging and Dropping Items on the Tree You can move single items or entire branches in the tree view and place them in one of two ways 1 Click on a desited item that you want to move The row will be highlighted 2 While holding the mouse button down drag to a desired position to insert the rows 3 You ll see a page icon and a moving line next to the cursor as you drag it to where you want the insertion to take place ins
39. on the Item Master Receive Item ona PO Bar Code Scan First enter the quantity or click the All option button Then scan the barcode The program will indicate if the item was found on an order and the operation was successful mw Scanning and Printing Barcodes 135 Receive Item works in BuyAs units of measure same as receiving on a PO Stock adjustment and closing of PO when all line items have been fully received is the same as receiving directly on the PO If there are more than one open POs that the item could be received against the program will require going to the PO to identify it Find an item in the database Bar Code Scan Scan the barcode and if the P N is found in the database it will jump to that item on the Item Master Printing Bar Bar codes may be printed on labels Codes 136 One line of a label can be set to show the bar code If the bar code is set to appear on line 1 4 and the next line is left unassigned blank then the printed bar code will be expanded vertically to fill the space for two label lines Set the bar code style from the dropdown list By default some bar styles such as Code 39 are printed with a check digit You can and should set your bar code scanning device to NOT send the check digit when scannng Consult your scanning device user manual to determine how to make this setting A AAAAAAAK Scanning and Printing B
40. part number It cannot be added to a parts list or purchased Usually most of the part number is the same for the whole family with a different suffix to identify each member of the family eee Activities 055 Examples The parent part number might look like 12345 XXX and the detail fills in the suffix part like 12345 001 12345 002 12345 999 etc Creating Parent and Detail Items To link already existing part numbers to the Parent Show the Parent part on the Control Pane Click on the Detail Items tab of the List Pane Above the Details grid click the Add button On the Add dialog select the item s to be linked to the Parent number and click Add Bh wo Ne Note Use the Filter on the Add dialog to narrow the range of displayed items if desired To create new Detail Items under this Parent 1 Above the Details grid click the New button 2 Enter the entire new P N and click OK Note To create a whole series of new Detail items set up the suggest next criteria to match the format of the Parent P N Copy Family of Items Under a New Root P N If the format of the Parent P N includes a separator character and a suffix the program can copy the family under a new root number and retain suffixes for all the Detail items To do so Make sure that on the Edit Settings dialog under the Copy P N tab the separator character entered matches that used in the P N family RFQ PO Taxes User Fields
41. provides a place to keep comments about the currently displayed item This field will hold a large amount of text approximately 60K Notes for Purchase Orders can be automatically entered from a file by checking the box and specifying the name of that file Edit Settings RFO PO Option Default PO Notes from text To sum a column or get the sum of one column multiplied by another column on a grid view of the List Pane do the following 1 Click in the column you want to add Don t click in the column headings click in the data of a column 2 Right click to view the popup menu 3 Choose Sum of Column Por a straight Sum click Yes on the prompt For the Sum of a Column multiplied by another column click No on the prompt and then click anywhere in the column that is to be the multiplier The total will show at the bottom of the grid under the column If the grid is a single row per item grid the total and its label will show on the bottom of its printed report Tools Applying to Lists e149 Currencies Parts amp Vendors supports multiple currencies Costs can be entered and or displayed in your local currency or in a foreign currency Definitions Local currency your local currency set in Win dows Control Panel Regional Options e Foreign currency another currency defined by your entry in menu View Currencies Vendor currency the currency selected for a partic ular vendor on the Vendo
42. requisition or it can be used to auto generate RFQ s ESREFO and Purchase Orders SAEP4 It is the extended bill of materials the shopping list for all of the items in the assembly tree To generate the purchase list 1 On the Buy page of the Control Pane choose the assembly P N from the drop down list 2 Enter a value for the Number of Units 3 Set the Cost Quantity and Update options 4 Click the button Make Purchase List Cost information based on cost and quantity settings is gathered as the Purchase List is being compiled When the program finishes gathering the information about all the items used in the assembly the list is shown on the Purchase List grid Each item used in the assembly tree is shown only once Its quantity requirements ate consolidated into one record even when the item is used in several places within that tree For the Entire Product Purchase lists can be generated for all items and subassemblies in your product Select the part number corresponding to your product in the dropdown list For Top Assembly and make the purchase list for it For an Assembly A purchase list can be generated for any subassembly It is not necessary to generate it for the whole product Choose the part number of the assembly of interest set the options and make the purchase list Purchase List Generation Purchase list generation is described in the next two diagrams The first shows the flow of the co
43. structure tree listing for the currently selected item on the control pane The Tree shows hierarchical relationships between assemblies and subassemblies items Made From A list view optimized for showing Made From items Made From items are items manufactured out of house but modified in house These are defined in depth later in the manual Makes A list view optimized for showing items made into other made from items Detail Items A list view optimized for showing Detail Items child items of a Parent part number Inventory This list format provides a complete inventory summary showing fields such as stock on hand stock on order minimum reorder levels primary source information etc On Orders A list showing purchase orders that include the current P N on the Item Master RFQ s Shows all Requests for Quotation that reference the current P N on the Item Master Used On Shows all assemblies that use the current P N on the Item Master Not Used Shows which items in the database are currently not assigned to any assemblies Files URLs Shows the files or web links associated with the P N on the Item Master Adjusting Column Width and Position You can adjust column width on the grid or tree by clicking and dragging with the mouse n Use the mouse to drag between column headings to adjust column width n Use the mouse to drag the column headings to rearrange the column order Co
44. the BuyAs quantity is determined there may not be a price break listed for that quantity If that is the case there ate two options to choose from n Use Zero Cost and Level If the item does not qualify for a price break the CostEach cost will be set to 0 00 to indicate there is not a valid cost at this buy level n Use Cost for Nearest Break this option if the item does not qualify for a price break will set the CostEach to the price break at the level closest higher than the purchase quantity Item Master Page Assembly Cost Option This setting tells the program whether or not to add to the cost of an assembly the cost of the Vendor source linked to that assembly Notes More Kitting Stock Assy Cost r Assy Vendor Cost e Add to Total Last Calculated Usas Total Cost for Assembly 81 650 status Ignore Assembly costs when the currently displayed item is an assembly Type CAT or PL Add to Total The linked source cost of an assembly is included in the calculation of the total cost of the assembly in addition to the cost of the items within that assembly Use as Total The linked source cost is used as the total assembly cost This is useful when the assembly was designed in house but acquired as a finished item from an outside supplier Ignore The linked source cost of the subassembly is not added to the assembly cost total Last Calculated Cost for Assembly This field is
45. the Item Master page 2 Click the Parts List tab on the List Pane 3 Set the desired sort order for the list by clicking on the heading above the column to sort DERF Activities 71 4 From the main menu choose List Renumber Items The Item Numbers will be renumbered from 1 to N Item Numbers can also be re ordered on the List Tree tab by dragging items to the desired location Renumber Assy Order Renumbering the Assembly Order can be a useful step in renumbering the parts list items in a desired sequence The Assembly Order field is a decimal field This allows items to be inserted in between two consecutively numbered items For example an parts list is organized by part Type on the Parts List list pane showing records on a single line A new item is inserted at the end of the list To make that item appear adjacent to the others of its type whose Assembly Order is 5 the Assembly Order of the new part can be set to 5 5 assuming some other part is numbered 6 To renumber the Assembly Order 1 Sort by the Assy Order column click on the column header 2 On the main menu choose Lis Renumber Assy Order Parts List Quantities The Quantity field Qty on parts lists accepts integer decimal and non numeric entries Non numeric entries ate for specifying conditions such as AR or As Required for non measured things like lubricants adhesives fluxes solder and thread sealant Items with non
46. the current user login name s ssssssssssssrsssreessreesrrresrrsrresrene 183 opinas another US nit a ii ta 183 Edit indicators sinsice citrico 183 Editing on a Show All grid woo ceseesseeessesessesneesneessseeenees 183 Revision Control osisssa esros noirisse nte rerep Reasta 185 TritroGictio it aran a a AE E 185 ECO Engineering Change Order One possible implementation OF Revision Control ssc ssccssssscssssasscseassoasapsadssssasbosenessacseastessionessnvess 185 Why Use ECO Sunat cti 186 What About ECO Numbers c csssssssssorcesorstssrsenoneesevovoansssavonotuisencanones 186 ECO Setup Utility dienes li aida 187 Opening a Data File with ECO Features Installed eee 188 ECO Settings cia lleida 188 Scope Of ECO COAtr Ol varon sidonia aii 189 Parent Revisions istics scsi iii 190 Revision Archive siscccccccsssisessisassesossasonvase iris 190 Archive Report Porinat ou siscssssscssseasssssdsssstasseascsasovsssesssvesassaededessesivs 191 Set Departments for ECO Signoffs cicoccocinincnnannnannnnincinnncanincanancnrancnnns 191 A i a EE ER E 193 Each ECO Line Item Contains eocccincnninnnninnnnnnonenncnnoncnnan conan ancnncnnns 195 Step By Step PEOR iaa ib 196 Create an ECO ii as 196 REVISION USO ia EENE A G 198 How To Sii ita 199 Create a mew ECO A 199 Add existing items to an ECO cocncocincnninnnncnnnnnioninncincnninancinanancnncnnnn 199 Enter Change Instructions for each item wees 200 Specify the disposition of remaining old Revisi
47. these considerations n Items can have as many Sources as desired n The Source linked to an item can be either a vendor or manufacturer Linking Vendors to Items To create a source record for an item 1 With the item displayed on the Item Master page click the Sources tab at the bottom of the List Pane 2 Click the Add button at the top of the List Pane Choose one or more vendors or manufacturers and click Add Close the dialog The first source entered for an item will be set as Primary The primary source will be the one used by the program when generating a purchase list If you add more than one source for an item be sure to set the desired Primary Source by clicking the checkbox for that tow All Sources for P N 41 1218 36 411111 item Remove Peplace Filter By Vendor Mfr Cost Primary Vendor P N Mfr P N Buyds Choice Description AtLevel MultiplesOf sd 0 000 M Vendor a each 1 Altec Packaging Inc o 0 Anthem Electronics Bay Area Labels peen Merai Products Vendor dropdown shows all available gg ASSOC while Mfr is still blank Contractor s Computer Choose one Electro Flex Heat Inc Foothill Contract Assemblers Grass Valley Instruments v The Sources grid showing the Vendor dropdown where the Vendor selection can be changed after having created the Source record Choose a manufacturer if desired from the Mfr drop down list Additional
48. view change to a detailed parts list of the assembly Tool Bar Most of the buttons on the tool bar are conventional Windows icons and have obvious functions print cut paste save file delete etc To find the function of any button place your cursor over the button without clicking and the program will show the button function in a tool tip under the button Other functions on the tool bar that are unique to P amp V ate as follows Refresh Button ga Reloads the currently displayed records from the data file to the display screen Pressing this button 42 also restores the window splitter s control direction to the default left to right mode View History The program saves the last 50 views of data Press Alt Left Arrow or Alt Right Arrow to go back and forward or choose the previous view from the View History dropdown list on the toolbar Saved Views Any combination of data and main window layout can be saved under a user specified name This handy feature is a time saving device that allows you to make a particular data view immediately retrievable from the dropdown list on the Tool Bar Typical uses include saving the Parts List view of a few assemblies you are currently working on or perhaps the Items Supplied view of a recently troublesome vendor If you re on the phone and have to leave a view it s really nice to be able to return easily without having to retrace your steps View History y
49. 004 m Suggest Next Based on Existing Data Begins 550 and or Ends C After 3 character fixed length prefix C After2 occurencefs of C After non numeric prefix if any Suggest OK Cancel lt lt Hide Always u Show Always M Suggest The Suggest Next options are saved so the dialog opens the way you last left it Type DWG PS PL CAT AW DOC The Type indicates the nature of the item whether or not a document is associated with it and the type of document if one is indicated There are six Types two to identify assemblies two to identify components and two to identify non inventory items _ _ OO Activities Assemblies CAT Catalog Number a top level assembly your company s Catalog number for the product as presented to your customers PL Parts List any other assembly any level of sub assembly Within the program the CAT and PL Types function identically If you follow the suggestion of making only top level assemblies CAT then you will be able to filter listings to show only those top levels without the clutter of other assemblies Components bi DWG Drawing an item that has some kind of 2 drawing or document that defines its specifications PS Purchase Spec an item that does not have a drawing or document in your organization necessary to define its specifications PS items are defined entirely by the Vendor or Ma
50. 121 Use Costfor Nearest Break ciales po 100 Use Current Cost for Items with no Source cococccicnicnnncnnnnonnncnncnnccnnonaccnncnnnnns 94 Use Current Costs Only iria IA 99 106 Use Our Shipping CCOUNt rmmcicicinonononcnnononnnon coro rno nena coronan none ran nenes 108 Use Parent GOSE ia alta 57 Use Source Costs cococnccnocconnnconnnonnccanaconnnnonnronanonnncnnnc conan nono cnn nr onnn ron rcnnn none rnnnconnos 99 Use Zero Costado iaa 100 O E R EAE E EE E A E A TON 34 set field caption text iii in 22 User field captions serieren nea Ri ES EESE s raS ES Eoaea nEs eka TERESE E S Eria 65 User Pield set gs isimse ea aE r 21 58 65 PA NE 64 User fields Us e S 64 Using Barcode Input il arias 135 Using the Permission Setup Utility c ococinnnininininnnnninnnnnnnncnnnncncn nro rn coca raras 180 Utlity Maintenance ROUUNES venirte 211 lt Vendor CU aie sue need e e e ieee 150 vendor price breaks cti dica 91 Vendor specific exchange rate coccoccccocnconononnnonononononononononononononononononononononanonono 150 View TUSON ricos saliva oh diia a 43 View Units of Measure ccccccccccsssccsscesssessssessecsssecsssessscssssessssesseceesenssessseens 63 Viewer and Net Path settings e cocccncnnonoconananonanananononononan anar ononon anar on onononananonononos 19 VISWELS rd td EE let le 24 Viewing Data with Microsoft ACCESS cocccocincnconononononononononononononononononononanononos 215 Viewing Information on the Grid wo cesses cs cscsesesescscsese
51. 2 driver 4 pin dual row u 36 pin break Resistor metal o 5 1 ohm Jumper prog 1 Case upper shel Resistor ww 5w 3 A Add Items Dialog Oty 1 Close The dialog box is shown with several items selected ready to be added to a parts list Adding an item to a list parts list line card sources items supplied and so on does not make a new copy of the item for that list Instead the program creates a link the already existing item Fast Find Begin to type the text of any item and the grid will scroll to items that begin with that text aX 140 Add Item Quantity If you select a single item to add to a list the quantity to be applied can be entered in the Qty entry box When several items are added to a list in different quantities edit the quantity on the list after the items are added The quantity can always be edited after the items are added to the list on the List Pane grid Adding Items to the List Tree On the tree select the assembly or subassembly to add items to Then follow the instructions above for adding items to a list Special tools to Search or Filter the Add Item list Notice the textboxes above each column and the Search Filter toggle button at the extreme right of the dialog Add Items to a Parts List itor tantalum Z Search Detail Capacitor tantalum 35v 10 Capacitor tantalum 25v 10 10uf Capacitor cer disk 50v Auf
52. 2251 104M50 each Use As v Units of Measure for Sources and or Item Master U M for items w o Sources Y Reduce BuyAs quantity by amount On Order but not yet Received b d Look up costs based on inch 12 fest each 700 bagi00 each 1000 box1000 SOURCES Qiy Options Cost Options Update C Use Current Costs Only Use Source Costs If Qty Does Not Qualify for Price Break Use Zero Cost and Level 5 Use Cost for Nearest Break Use Current Cost for Vv items with no Source BUY page Cost Options settings Y Update the Item Master CurrentCost for each item and or LastCalcAssyCost for PL and CAT items based on BUY Notes More Kiting Stock Assy Cost ly Options Cost Options Update ieee Vendor Cost r Update Main Data File gt Update each item s Current Cost to the qualified Price Break when making a Purchase List 6 Calculated Cost for Assembly 164 635 Update each assembly s Last IV Calc Assy Cost when making a Purchase List BUY page Update Option settings Show results on the grid BUY BuyNet Buys PS 450 121 0 450 5 bag100 o s 1 12 4889 03 DWG 2235 9 o o ol 225 225 eech 100 11 100 ARA ANA PS ann aan n ni n ann SN each ann n214 Activities Purchase List 3 L L S De columns 5 E 2 28 f alg jes gt a g g KES s 8 2 5 8
53. 6 AO soc deers cel tattered OEE A TE TRE E 44 Stats Panels e EE oan ale Bldg ne EEEE EE 104 Step By Step ECO nina iii 196 O A a 119 121 suggest next available Part Number ocnnnininininnnnnnnnnonccnonnnnnncnco nero rornnoncn nora 51 A A O ESE 149 T tabiseparated tai bete 178 tabulate Ge aii tao de RS ade 55 Tax Capion ane a e a e da leia loci 118 technical Support essenin aroti anna 13 lt 3 00 AREE A E E E EOE OE A OE ST a AA EE 108 CARA E E EEEE E AE ES 73 Tips For Better Part Numbeting essssseissesseesresierrrssessesresresresstsrerreseesstsrerreserss 47 TO PEMOVE MES eee e sit ii 142 VO Bi 42 Toolbar Save and Delete View buttons ooncccioncnncnnonnnonnncnnaconnncnnncrnnaronaconanonns 43 Totals by JOB Fi ai anaes 118 MEE o ec 27 ireesBranchesas tt pila ali dor bes trio at llas lo de DA do 38 Free columna Md ad 37 LEEN de dao 36 A E A 66 LP dat dit 27 51 U Underwtiters Laboratories nn a ee del e e 66 Uninstaller ARP ASE dd da cabo A ME T 215 UnisstiedOrdets A o e ey 113 Untts are iidepe dent atacada 20 ___ 244 Units 6 Mensual dt it edad 62 63 Unteleaas lata a ES tao ohh dla del o a 66 Updating COstS nerne aei eeni li ii liada ds 114 Updating Item Costs ta t osscitethspaseatessbpeselbdieseesstndstaeaeath sonuesa E T 113 Ups rade NRO 12 Ras ect e es en e aes dede no do trate anda a La ae 78 Usas Lo tia 100 Wse ASUS te ete Sestehie eee eee arsine iar acts 62 64 Use Available Subassemblies atanapi n A
54. 8 Show Columns Dialog ocoocicicnnnnnnnnonnnnnonoconononnnonocononononononononononononononancnonos 36 76 Show ECOs needing my signoff c ccceeseccscseseescscsesesesescscseseseececseaeaeseeeeees 202 SHOW ETE E ers SU ak ct ah EEE EEE EA ee hoa ee 41 138 Show Item EI 42 138 SHOW AA 139 Show Lines ei E EET E ee ee 75 Show Made From Branches sarreron ea a a a a E S EEA 38 show Made From branches omcococccnocnconnnonnnconcnonnncnnnoonnnronncnnnnonno non nccnnaronnnnanacnno 62 Show or Hide Tree Branches ecccccccccccsccessccsssecsseseseessscecsecessecsseeessecsseeesscessees 38 SHO WAL Ct hers sss e eaae eia i iaa tio pidi 68 Sign off an ECO ii oO 202 Simplified Block Diagram sssesssseereisssssrersesetsetsrescereesetscesreseesstsstoreseiserssreeese 11 Softwate Setup ciaci n 14 Sort by aseCondary COM MN meritoria nadia 40 Sort in descending Order oo eeeeeeceeessssseseeesesesseeesessssesesesesessseseseseseseseeeeess 40 SOLE AA ds 40 Sort Reference Designators aniisi ipese naan rE E E EEE 74 Sources ite I SE RN 82 90 Index 0243 SOULCES rd dildo ica 34 79 SOULCES NN 27 80 SAUCES ts iaa 80 Specify the disposition ccesesessesessesecsenesesesecescesasseseeeseasavseeeeesensavaeeceees 201 Specifying Sources for tems scccssssesesececssesencecceevsvseseecsecversvessoseassvesseeee 78 Splitter Dar ai io cai 42 spreadsheets esien ieroci e neer a EEEE ETEA E KE aia 10 Starting REQ NUMER nsere ges E e EE EEE ia 86 SAS A A a a S 6
55. 80 of the time then that person may also use the software on a second computer provided ooo 228 License Agreement that the Software is in use on only one computer at a time Multiple Installation If multiple licenses were pur chased Use this software on as many computers as you have purchased licenses for If you wish to have more than that number of users use this Software simultaneously then you must purchase additional copies or licenses of the Software After written notification is made to Trilogy Design transfer the entire product on a permanent basis to another person or entity provided you retain no cop ies of the product and the transferee agrees to the terms of this Agreement YOU MAY NOT e Give your registration License number to any other y person Copy the documentation Modify translate or merge the Software with another program except for your own use on a single com puter or multiples if multiple licenses were pur chased Any modifications to the Software are subject to this agreement Reverse engineer disassemble or make any attempt to discover the source code of the program Sublicense rent or lease any portion of the Product Use the previous version of the Software that has been upgraded or updated under this agreement Upon upgrading or updating the Software the old copy must be deleted from the computer and the original media must be destroyed If you have any qu
56. A user with PVAdmin permissions sets which departments will be required for ECO signoffs From the menu choose File File Utilities Manage User Permissions Then click the ECO Departments tab Note It is stongly recommended that you compact your data file after adding or removing departments 191 192 since this operation makes field modifications to the data file Each User s signoff department can also be set from the Users Passwords tab of this dialog by choosing the department from the dropdown list Users Permission Groups and ECO Department Settings Default no signoffs Document Control Engineering Manufacturing Materials Quality ECO Sequence Step Create Permission Reqd Any Action Make a new ECO and fill in the Subject and Affects textboxes The user who creates the ECO may add line items to it or that task may be left to the Issuing engineer Submit Author of ECO or ECOAdmin Once the items are added to the ECO and the Action Change Instructions and Dispositions are set for each item click the Submit button Issue ECOAdmin An engineer reviews the proposed changes and if appropriate clicks the Issue button This signals the beginning of the process of getting signoffs approval from all departments Sign off for your Department Any must be a member of an ECO signoff department On the ECO page choose the ECO of interest
57. CAT Meterin 00 17260 04 PL Driver e 00 5611 01 PL Controll 00 91298 PL Valve n Fast Find _Add FiterBy Close Enter the new P N when prompted and click OK The new P N will be added to the ECO and its Action column is set to New Show ECOs needing my signoff From the ECO page click the My Dept Signoff Reqd tab below the grid To jump to any ECO on the list click in the line item then open the popup right click menu and choose Show Item List Sign off an ECO for my department On the ECO page choose the ECO of interest Review the contents of the ECO to determine the impact of the proposed changes Enter comments if appropriate Click in the ECO Line Items grid cell Comment Open the popup right click menu and choose Zoom Add yout comment and click OK ooo 202 Revision Control Click the Sign Off button Prompts will confirm If yours is the last department signoff on this ECO then the program will automatically enter the Approved date Add a comment to an ECO line item Requires department signoff permission or ECOAdmin permission after the ECO is submitted Click in the ECO Line Items grid cell Comment Open the popup right click menu and choose Zoom Add yout comment and click OK Sign off an ECO for another department requires PVAdmin permission When viewing the ECO page a user with PVAdmir permission has a small button m
58. Choose Fik Print Labels from the menu 2 In the Labels dialog set the data field for each of the 5 lines on the label Click the button on each line to drop open the list of available fields The list of choices will depend on the currently dis played grid 3 If printing to a single label printer click the option button then choose the print device from the dropdown list If device name contains CoStar then the CoStar label choices will be shown If the device name contains Seiko or Smart the Seiko label choices will be shown a m a E Vv SDELLS Dymo Label Avil ah Ma Label Configuration SE a 158 Unique layout settings Layout settings are saved for each grid so when you return to print labels again for this listing your previous field choices are retrieved Label Style Choosing S y e from the dropdown list sets the style of physical label being printed Note Be sure to select a Sf before editing the font or resetting margins Specifying Label Line Data The range of choices of database fields to show on labels is based upon the current listing type Optional Text To have text on labels that is not a field from the database 1 Choose the Optional Text entry from one of the label line dropdown lists to specify where the text is to appear 2 Enter the text in the Optional Text text box When printing that text will appear on the label Captions Label cap
59. Click the Signoff button This saves your uset name and the date in the ECO If all other departments have already signed off yours is the last then the current date will be inserted into the Approved box for this ECO This signals that all departments have signed off Send to Drafting ECOAdmin A user with ECOAdmin permissions clicks the To Drafting button The current date is inserted into the To Drafting box and this signals Drafting that it s time to make the changes Revision Control 193 Step Changes Completed Permission Reqd ECOAdmin Action When all of the changes are complete Drafting clicks the Chgs Compl button The current date is inserted into the Complete box and this signals Engineering that it s time to check the ECO Check ECOAdmin An engineer goes through the ECO line by line and confirms that the drawing other documents and pending database entry changes conform to the instructions in each ECO item When all line items have been checked the engineer clicks the Checked button The current date is inserted into the Checked box and this signals Document Control that the ECO is ready to be released Release ECOAdmin Document Control a user with ECOAdmin permissions clicks the Release button This transfers all of the pending database entries into the main database making the chang
60. Diagram of Items Having Multiple Sources Choice This is an informational field which can be used to sort the sources for an item or to assign order of preference for linked vendors It is entered as a number Manufacturer Part Number You must specify a Mfr P N on the Item Master Sources list for that part to show up on the Manufacturer lists Listing All The Item Master ShowAll grid has a special option to list Items with all items with all Sources Each item is repeated in the All Sources list for as many sources links to vendor mfr records as it has When viewing the Item Master ShowAll grid open the popup right click menu and choose the item Show All with All Sources All ltems in database 4 1 34 items This Grid With All Sources Alternate Line Color Wrap Text All Grids Reposition to current row after Sort Font Row Divider Lines Column Divider Lines Grid Settings menu RoHS The European Union has recently introduced legislation features to limit hazardous substances used in the manufacture of electrical and electronic devices Initially and primarily directed at reduction of the use of lead Pb the whole subject area is generally referred to as RoHS restriction of hazardous substances gt To help keep track of items where this restriction applies an extra column in the Sources and Items Supplied listings is available From the Grid Settings button menu choose Show RoHS group
61. Extended BOM Purchase List on page 95 2 On the bottom of the Buy page select RFO s and set the desired Prompt to Exclude Vendor option 3 Click the Begin button 4 On the Starting RFQ Number dialog modify if necessary the Suggest Next numbering scheme Then click OK For more information see Sug gest Next Number Dialog on page 144 5 Enter the buyer engineering contact and job number when prompted 6 View a list of the new RFQ s on the Pending RFO s grid 7 To view the specific items on the RFQ bring up the popup menu right click on the List Pane and select Show Item List You can print individual RFQ s by selecting them on the Pending RFO s list and then clicking on the File Print gt RFO s for Selected Rows option gt 1 25 2000 REO Page To Manually Generate RFQ s On the RFQ page choose a vendor from the dropdown list Note When the Show RFQ s for this Vendor Only option is selected the dropdown list for RFQ s is limited to the vendor shown When deselected the dropdown list for RFQ s shows all RFQ s in the current data file 1 Click the New button at the bottom of the page or n From the Keyboard press Ctrl N or n From the menu choose Edit New or n Click the New button on the tool bar 2 On the New REO dialog specify a new RFQ num ber and click OK Activities 87 3 At the bottom of the List Pane click the Line Items t
62. Line Item Description Specify the data to be included in the Description cell of each line item Applies when sit next item A Use NewL Title Detail Profile Size Footprint Weight Stock Bin Buyer Note OEM Tag User8 User UsertO D oi M M M M M M M M M M aaa aaa aaa CSI SHH SD SHH A price can be entered for each line item A separate Notes field can hold additional internal information about the item 132 Notice that the File Print Preview File Print and File Print to PDF menus give choices of reports to print from the grid Tasks this is your internal report The default report title is Work Order but can be edited to other text This report shows the line items without prices plus any internal Notes Quotation this report shows the line item and price Notes are not included Invoice this report shows the line items and price Notes are not included Packing List this report shows the line items without the price Notes are not included Hide certain J ob line items from reports The Job Line Items grid has a column with cells captioned Quo and Inv Pkl Uncheck Quo to hide that line from the printed Quotation Uncheck Inv Pkl to hide that line from the printed Invoice and Packing List All line items always show on the Tasks report Client and Job Databases 133 Scanning and Printing Barcodes Barcode P
63. More Kitting Stock Assy Cost By Y Dver Kit this item For Percent Each Top Assy Count Entire build HS 0120 Kitting Options on Item Master Use Available Subassemblies Implications Setting this option will reduce the required quantities of items that are already in these finished subassemblies Adjusting Inventory Parts amp Vendors offers some simple inventory management tools for controlling stock n Minimum Stock each item in the database has a Minimum Stock Qty and Order quantities can be optionally adjusted to maintain those levels n Adjust Inventory when pulling Kits The program can reduce the stock quantity for all items being put into kits n History of bulk inventory adjustments keeps a record of the Who What and When of changes made to inventory Cleanup before adjusting inventory n The quantities in the kit list can be edited n Rows can be deleted n The list can be filtered Adjust stock for a single item 1 On the Item Master page choose the item from the dropdown list 2 From the menu choose Edit Adjust Stock 3 Enter quantity and click OK Stock can be increased or reduced by entering positive or nega tive quantities Note The shortcut keys Ctrl K and Ctrl R can also be used to adjust the stock quantity Activities 0121 122 Adjusting Inventory for Kits After compiling a Kit List the next step is to physically remove the ite
64. N Tat al 51 52 Catalog NUDE murcia och dos ie Ner oi i EEEE EE EEEE RISA 52 Change Part Number erosiopa niae i e AE R nO E 68 Chanoine report Capons csi cdi EEEE de 165 CIC e ide e te A 84 Choosing Columns to ShOW oe ceeesssssssssssesssesereeescscseneesscscscsensasacscsenenensaseees 35 Client and Job Databases roire ahai arista narast arr erao AEE S eE U signada sites 129 Client Page setemene eiea eeta a aA EE E SE PEE ates EEE 129 Clipbo td EN 178 Close Of GoTo a a a a 148 dosed Ordets erann e e aa 113 COAPSE ii TAE E R SY 38 color scheme Tati E EE TE E E EEEE E T 40 NN TEA EE 139 Coum wid ths A ais 32 Index 233 OIL OTa DESNE ENEA PIE PEO PENA EEE PE REETA EEEE de Made Bice dau dbete deseo AET 40 Columns in Reports srono et a E a E E E E E EER 35 columns in the Cost Summary Tree ssssssesessesessesessrsessesssesstsesstsesresesreserreee 93 Columns to SHOW etie raer oe iT E T EA SRE A 76 comma sepatated Valdes aia Mien ota ek ede 177 Comma d Wie A xt de dai du el led leido ees Eek path des tl 215 Common exchange Pate svsciescscsscoscvcs snare dere ar ee E EE E E I 150 Compact data filesi ssssvivees csscvevergvoseterens tE EEE E TE EE a T EE EE s 209 Compact Reminder inneni n loas 209 Compacting your datafile electa siones titres geererdosesesrm cssapeestbereeeesraness 209 Compatino Parts Lists cenit 76 Component Reference Designators ccc ccc cesses ee ceeeeeeeteeeceneeenetetenes 73 Components sri yin eaten a iin De A i
65. PS __ Power jack 2 each 4334 01 DWG Connector each 1296 01 each 2434 106 Ps scen flar PS Capacitor Showing entry for item in listing 4 Direction Indicator You can tell at a glance which direction P amp V is currently in by viewing the main window s Splitter Bar Some listings are non directional including the Show All and Inventory listings The splitter bar shows no direction when you re viewing these listings _ _ _ _ ____ _____a _ Main Window Restore the left to right control direction by 1 Clicking the Refresh button on the Tool Bar restores the left to right control and the currently displayed Control Pane record becomes the new driving record 2 Double clicking the Splitter Bar restores the left to right control direction returning to the original driving record for the displayed listing 3 Right clicking on the List Pane and selecting Reset Control Direction from the popup menu does the same 4 Selecting another item or vendor from the Con trol Pane 5 Selecting another Control Pane page Show a listed item s List On the popup menu for any grid you can select Show Item List to show that item and its associated list For example if you currently have a part number of an assembly selected in the list and then select Show Item List from the popup you ll next see that assembly item show up in the control pane and you ll see the list
66. Parent Part Numbers dt 46 Patent part numbers senareenenennennn ieni iiaeiai i iia 56 Patent Revision A EAE E E A 190 Part Number ites e o Se E 50 Partnumber dinar iii 27 Part Number dropdown ccccononoccnnnnonencnnono can no nono nan no nocnnno nan no nn cnanan anno no nnanan aran 50 Part Number Example tabs sj beds 48 Part Number Option settings cooccicinononinnnnonnnonconocannnnnnno no can an nono ron an no nnane ran an cnn 20 Part Numbering 2 08 scp haiti ire Seat pine See A a E a 46 Parts amp Vendors Main Window cccccccccccccssscssscessecessccsseeessecsseecsecssseceteesseeees 30 Parts VASE EE seed EE EEE oelace wast E aed ose dea cae E 52 Parts List OPUS dnd 18 75 Parts Lists aces kee ae Lee SER RE 34 70 PDRE HS dd te asa Tail tedio tl Moco 156 Permission Groupiin a ti 180 1 e DEEE I avait EEE eat a tay aa A a 51 52 PO Printing Options ai a lc REE 111 Popup Menus int incida 31 138 s 2240 A A E E ETE 15 price breaks vives iene Male ie 82 90 Prroni SOURCE dorana aea A Gorn Goes ones Gara Ate idad 82 Primary SOULE rira Seea E e E EEE E Bua beoe E EE ET E RS 80 print individual REO Sica 86 Pre pri T E 154 Pein A E EE EEEE ES 154 Printing Bar Codes preiresas nenea aa iT 136 printing from a Multi row grid s sesessssessesiserissrsssesrerresrsstesrerresresstsresresresresres 154 Prompt to Cancel mit hvac cl tits irrita 103 PSs o ee gS 51 52 Purchase LIST ia 95 98 Purchase List SequenCenian siii dotadas 97
67. Qty Outstanding Qty Activities 101 For orders of each status Pending Open Closed you can specify the item s quantity to be considered Since a Pending order by definition has no quantity received yet the only choice is Order Qty For an open order you can specify Order Quantity Outstanding Qty or Received Qty For a closed order you can specify Order Quantity Outstanding Qty presumably zero or Received Qty presumably Order Qty The combination of the above quantities will show in the On Order column of the Purchase List whether or not the option to actually Reduce by Items On Orders is checked Other Purchase List Options When making a Purchase List these settings will be in effect In Edit Settings 102 Activities Enable Buy in Multiples Of Enter a Buy in Multiples Of quantity on the Sources grid el Replace Wsedinr Filter By _ HtLevel MultiplesOF 0470 M each i 100 2003 Adjust Fractional Quantity This allows the program to adjust the order quantity to a whole number For example if the BuyAs Unit of Measure for an item is not usually ordered fractionally e g each reel of 5000 box of 1000 gallon feet and 5200 are needed the program can automatically adjust the order quantity up to the next whole number 2 reels or 6 boxes respectively will be ordered Set the Prompt when Running checkbox if you want to revi
68. SV Piles estes e dt ciao 177 Cottenci s cto ola are tt ta nde o tel alto retos alte da leia 150 Currency decimal places norma oie eh cea aia aed 15 CULTENT O ch ES 183 Customizing Reports and Labels c cee ceccccsesesescsceesesescscseseseececseseseseeesees 162 custom made item ooo eeeceeccceccccssssssccssssesseceseecesscessessseessscessscessecsssesseecsssesssceseecs 59 D ata files ic nite aa en ES 22 Data tile Maintenance mit goats ten i ovhcats a stvecccetivtedbertsseeteteess 211 Data Sectorial pata Sas Sete 180 Gata base 6 8 ees cacti A e e ii teh 9 Database files E EEE EEE AEEA EAT ee 209 Ditto Tai 66 Date Closed ts cl ir bla dae dde e co ea e na AET 107 Date suceda a das tn its 107 112 Date Regd Held siria deta 107 Date Requited miii iii iria clic etileno caen 107 Date Required FOB Shipping Acct oo eects ee eeceeeeneteeenenes 19 117 DATES oid Oca bd a at O e Ca Ph 40 Default PO Notes from text file co cc ceecceeeccccessccecencccceeccccessrceeensccceseccees 19 117 Default Tax Rate cic shite ees eek Ee a e 118 Ge FRAG TENET ratita ie rE diet 209 delete a Cost entry singin Rate hapa Gaia aie ea ees ie ees 91 Welete button EEE AN cece lis 68 Deleting temita td 68 Delivery Required venia ia 108 DEMO MOS q et da ane E des o a DO 14 Departments for ECO Signoffs commcoccconnnonininnnononononananononon cn on on onononcn an onononcncnos 191 Description Field Data ri nace 109 PEA A hacks MER hee Hele Pa Re eel a Rees 55 Detalle
69. Saved Views y S x No Filter y Creating and Deleting Saved Views On the main window toolbar you can also save the currently displayed item and window layout as a user specified name olx Save View Delete View Toolbar Save and Delete View buttons These buttons are provided to make it quick to return to a particular area of work such as an assembly in development or a problematic order that needs repeated attention etc Main Window 43 On the toolbar click the Delete Saved View to remove the name of the currently displayed view from the list Note This does not delete the data Do this when immediate retrieval of this view is not necessary and you want to keep the length of the list to a minimum for less clutter Filter You can create and save filters for any listing of data by going to the List menu and selecting the Fi er By menu item by clicking the Fz ter By button above the grid menu item or by pressing the F9 key The dropdown list on the toolbar makes all saved filters for the currently displayed grid accessible x Filter By Match Fields Include Exclude Compare Data or Field Field re coo is lt A Tite E cor Contains e carbon El L Pon a e C Ends with m 473 Em El Nore Ec Contains El n None 74 ee Contains J a Selected Filter Non carbon 47K resistors y Apply No Fiter Delete OK Close x Fiter None acme sed On Filtd P amp v Items Below Mini
70. TM Vendors Personal Parts Lis t Manager amp Vendor Database Parise Vendors Personal Parts List Manager and Vendor Database User Manual SE Special Edition EX Extended Edition ECO Engineering Change Order Version 6 0 2454P62 Rev A 8 05 Copyright and Trademark information All information presented in this manual is copyrighted 2005 by Trilogy Design Grass Valley California U S A All rights are reserved no pages or information may be copied or reproduced by any means without written permission from Trilogy Design All information is proprietary and is subject to change and should not be construed as a commitment by Trilogy Design Parts amp Vendors is a trademark of Trilogy Design All other products or name brands mentioned are the property of their respective holders This software is furnished under license and may only be used in accordance with the terms of that license Printed in the U S A Table Of Contents IntroductiOn e e o REEERE E A E ARES 9 Software Edi OS hni enana a a a ia 11 Multiple Users and Networks sss ssssssssssssessssesssreessreessressreesnriessrresressrressrees 12 Where To Go For Information minos 13 Installation ccessccccccesseesscceessssceccesseessseceessseeseeseceseseseeseeeesenseeeeeseeees 14 Software Paisano ona Prairie riada 14 A TEE EAEE 15 Mult User su 2 E o a E e T AEE 22 Sharing a Data Pilesasmtoneninarina naaien inasai 22 LAO
71. a 013010207 2 1 M M M M E F M E ul M a M M Choose what data is to be included by checking the Use column If the data should be on its own line check the New Line column If a caption is necessary to identify what the data is check the Caption column The order of items can be changed by moving them up and down on the list Select a row by clicking on its record selector to highlight the row and click the up or down buttons to move the item The settings apply when the next item is added to the RFQ or PO 110 Activities The Description field can also be edited after an item is added to the list 1 Click in the cell and then right click to open the popup menu 2 Choose Zoom Text for a larger edit window for this information 2 3777 02 A 15 450 box 50 Terminal quick connect O female 250 width Nylon Zoom Terminal quick connect female 250 width Nylon insulated 22 24 gauge pue Inc 520455 1 H Add Text from File OK Cancel The Zoom window can be resized and positioned as desired and will remember its last used position When the order is edited and ready to be sent choose File Print ot File Print Previem Today s date is automatically entered when printing or previewing Note Your issuance and the vendor s acceptance of a purchase order constitutes a contract subject to uniform business codes and applicable commercial la
72. ab 4 At the top of the List Pane click the Add button 5 On the Add Items to RFQ dialog select one or more items and click Add 6 On the grid edit the Quote Quantities and other information as desired Note The Description and QuoteQty cells are multi line Pressing lt enter gt will insert a new line of text From the menu choose Fv Print or Previem Today s date is automatically entered when printing or previewing Renumbering Items Sorting items on an RFQ or deleting and adding items can result in non sequential item numbers These can be renumbered See Renumber Items on page 143 Setting RFQ Options RFQ Printing Options You will be prompted if that option is set to select the shipping address entered on the Settings dialog to appear on the RFQ Other selections from the Settings dialog box affect the content of the RFQ Preferences P L Viewers Path P N CopyP N Purch KitLists RFQ PO Taxes User Fields Organization Addresses Telephone PO Shipping and RFQ Addresses phone fax email etc Default AFO Notth Hills Engineering 45601 Ridge Rd Nevada City CA 95959 North Hills t Engineering 11757 Loma Rica Drive Grass Valley CA 95945 When printing F Prompt for PO shipping address JW Prompt for RFQ address Shipping and RFQ Addresses Default shipping addresses are specified on the Settings dialog Addresses page On this dia
73. about the Purchase Order n Date Required FOB Shipping Acct here you can enter default values for these fields Activities e117 n Tax Caption you can enter a default heading for tax such as VAT for United Kingdom or Sales Tax for USA n Tax Rate specifies the default rate used in calculations n Default all Items as Taxable on New POs as items are added to an order they will be marked as taxable on that order n Include taxes in Totals by JobH Report affects the report printed from the Totals by Job grid n Use 2nd Tax on Orders Some countries such as Canada have a need for two separate tax fields one for Provincial level tax and one for Federal level tax This option provides the second tax field that will appear on screen and on printed orders The option to apply the second tax is settable on each order Set the default here Winfax See this manual s Printing and Faxing section on page Support for 157 RFQs and POs 118 Building The kit list is the list of items to be removed from stock Product and transferred to manufacturing for building The NetKitQty on the Kit List is used as the basis for adjusting the inventory counts to reflect the removal of those items from stock Creating the Kit List 1 On the Build page of the Control Pane choose the P N for the assembly from the dropdown list 2 Enter the quantity to be made 3 Click the Make Kit List button Bui
74. acturer Mfr P N and Cost columns of the Sources grid The dropdown buttons become visible when the focus is in the text box Costs for Items Without Sources It is possible for items to have no sources but still have a cost The cost is filled directly into the Cur Cost field on the Item Master page Cost At Level vendor price breaks Enter Costs for as many buy levels as you have information for When making a Purchase List the program will if the Use Source Costs and Use Cost for Nearest Break options are set automatically choose the best price break regardless of the one you select to show on this Source link Note To show a particular cost entry on this link click on the cost the record selector will show an arrow click on the 3 dot button that appears in the cell Click the Close button or press lt enter gt when done To delete a cost entry click on the record selector in the Price Breaks dialog and press the Delete key on the keyboard Note The vendors Items Supplied grid works the same way as Sources except it is from the perspective of Vendor The same links are viewable from either grid Activities 91 Calculating The cost of your product is calculated when you generate the Cost of the Extended BOM Purchase List Your Product n On the Buy page set the desired Number of Units and the Quantity Cost and Update options n Click on the Make Purchase List button View the cost information
75. arcodes 137 Tools Applying to Lists Show All The Item Master Vendor Manufacturer RFQ and PO pages all have a Show A list where all the entries of the page category can be viewed In order to edit or delete entries from the Show All grid click on View Allow Editing on ShowAll Grid You will be able to edit entries until you view a different list On returning to the Show All grid click the menu item again to edit further After deleting selected entries click the menu item again to edit or delete items on the grid Note however that if an entry has links to other records you may not be able to delete it Popup Right clicking with the mouse will bring up the popup Menu menu with the options shown below lt lt Show Item lt lt Show Item List Zoom Text File Manager Cut Copy Paste Find Count Ref Designators Send E Mail Send Selected Items to QuickBooks Sum of Column Popup menu for the Parts List Grid Show Item See Show a listed item s specification on page 41 Show Item List See Show a listed item s List on page 42 Find See Searching on page 147 Ss ___ _Q____ 138 Adding Items toa List Sum of Column See Sum of Columns on page 149 Count Ref Designators See Count Reference Designators Parts Lists on page 74 Parts List for Assembly P N 00 15296 02 RIE 5 items f This Grid
76. arked to the right of the Sign Off button To sign off by proxy for another department click the button to open a list of departments to choose from Department signoffs can be entered or cleared with this window Edit an item s specification requires ECOAdmin permission Once an ECO is Issued special copies of the items records can be edited in the Edit Item window On the ECO Line Items grid in the leftmost column group click the Edit cell of the desired item Notice that the cell turns into a button Click the button and the Edit Item window will open where all ECO controlled fields can be edited 2203 Edit button assy Modify mounting se 1 for one more output U When closing the Edit Item window on an edited record a check will appear on the ECO Items grid indicating that changes were made This provides a visual indication to the person making the changes of what was done so far Edit a parts list If an assembly s Revision is being advanced only because an item on it is being revised then there is no need to edit the parts list itself The line item number usage quantity and reference information remains unchanged However if any of the above information is being changed or items are being added to or removed from the list then the list itself will be edited To indicate and enable editing of the parts list check the EditList checkbox on the grid The Edit button in the
77. blies Viewing Items in a Tree View To see a tree view 1 Choose a top level or any assembly on the Item Master page 2 Click the List Tree tab at the bottom of the List Pane The assembly tree will always be shown in Item Number order Icons visually separate the different types of items on the tree Assy Tree for 00 15296 02 4 lll EB 55 items Add lem oy type EN me E Top ae i gt en o co w of N DEM version oem version Remove Replace Used On Filter By 1 8 oped and tir Hlocker 222 00 15296 02 Metering pump wlogic an 2 As rae 12 4889 03 Panel front 2 PL 00 1 7260 0 gt PL 00 91298 lt lt Show Item 1 aPs 724701 lt lt Show Item List 6 PS 1165 02 File Manager 1 A WG 3096 02 Show All Levels 1 ePS 28054 00 Show Next Level Only 4 GAPS 2805 LEN Hide All AR PS 8447 05 2 DWG 7369 03 Find 1 DWG 7369 00 1 poc cL404011 1 Send E Mail 1 Ni DWG 17712 01 Send Selected Items to QuickBooks AR GPs 8447 13 Adhesive Loctite ties SS Output high stre The popup menu right click on the tree provides quick selections of actions on the tree Some tree settings are available from the Tree menu Assy Tree for 00 15296 02 Ul items Show Subassemblies Only v Show Made From Branches 2 Metering Panel fi Auto Set Column Widths 4 Divers v Confirm Drag and Drop
78. by commas If other non whitespace characters separate reference designators you must then insert a space after each of these characters refer to Separate with Spaces section The reference designator itself should contain no embedded commas or spaces For example C 1 C 2 would count as four reference designators where C1 C2 I aE Activities 73 or C1 C2 or C1 C2 would count as two C1 C2 would count as 1 n Popup Menu gt Count Ref Designators or n Last Reference Designators gt Show Count gt Current item Set which reference field to use from the List menu Memo allows a large quantity of text text is smaller but sortable Set Quantity Equal to Reference Designator Count Each instance of use of an electronic component in an assembly has its own distinct reference designator R1 R2 C1 etc P amp V can make sure that each designator is accounted for by setting the list quantity equal to the count of reference designators It can do this for selected items on a Parts List or for the whole list Note Be sure to make the menu setting that tells which RefMemo or RefText field you wish to use for the count From the main menu choose n List Reference Designator Set Qty Equal to Count For Selected Item s For the Entire List Note Items that have a blank Reference field count 0 will not have their quantity adjusted Count Reference Designators Parts Lists For single items right click on th
79. cicnonoconinnnninancnnanancnnnacoronnnncnononannonanororicnananoss 142 Removing Deleting items sn 143 Renumbet Assy Ordet asis 72 Renumber tems oie cece cececcccsscccecsececesccceceececesececeauccessecesesteceeenceeeseeeees 88 111 Replace Certain Formatted Data wo ccessseesesseseseeeeseeeeceseeceseceeesneseseeeeees 212 Replace Certain String Data an 49 Replace Character in P N sass tricia etnan eA eee ninni ise 213 Report Layout Editor ssnin cheney sh dida ide 162 Report iia 154 Requests tor Quotation reci cometh aisles 86 reverse control direction simieto o E conan on crono TS 41 REA A tot 66 Revision Archive ccccccccsccessscessccssscesscesscccsssessscessecsssecssecsssessscesescessessccseseens 190 Revision Control nai ii dit 185 Revision FESTOn nia ia id iii 198 Revision is independent mini meniere iia 20 REO att A lada 34 RFQ and PO Options serepin nieten ies e 18 117 RRO Pige ii 87 RFQ response address occ ni den e A EE TER EE ia 17 RFQ PO Options on the Settings dialog arias 89 RoHS features dt cb Be EE dl E EA ah nts 84 Root Ni es tend ee ete eee an et 56 R AE aia eta potato es dd ee vette oy cht tn oe a a ad 162 S Safety AGENCIES iaa a E E 66 saves E EET E EDENES RATATE dele de Glide ik sats de ad ea 44 SAVER VIEW Sie Si Aes oe tee ee at a ck eh aes ES 43 Savina Changes uan a ad 31 scan preamble ribera rii elas riers 134 SCAN TEMA ud id diia 134 Scanning and Printing Barcodes c occicicicononionononnnnnnconononananonononano
80. d software prerequisites n Pentium class PC compatible computer n Windows 98 NT Me 2000 or XP n Minimum of 96 MB RAM recommended n CD ROM drive n 1024 x 768 or greater screen resolution To install the software follow these steps 1 Insert the Parts amp Vendors CD into your CD drive 2 Closing the CD tray should automatically load and start the Setup program If it does skip to step 3 3 From the Windows task bar Start button click Start and then Run 4 Type lt CD drive letter gt Pv6setup and Click OK For example if E is your CD ROM drive type e Pv6setup 5 You will be prompted for what to do Enter any information requested and follow all Setup pro gram instructions When you install the program you will be prompted to enter your license number If you do not enter a license the program will start in DEMO mode To unlock the full features of the software simply register the software from the main menu To do this select Help and then Register Enter your License number as requested to enable full functionality SE EX or ECO Edition as purchased Software Once you install Parts amp Vendors you should define as Setup much information as possible under the Edit Settings po __ 14 Installation menu item Settings related to specific activities are discussed in that corresponding section Settings Press F3 or from the menu choose Edit Settings North Hills En
81. define the essential calculated columns in the Cost Summary Tree CostEach displays the linked vendor source cost for a single part It is subject to Cost Options on the Buy page ExtCostEach displays the linked vendor cost multiplied by the quantity of that item used on a single top level item Calculating the number of parts can be a complex operation Por example the quantity of an item used four times on a subassembly and used four times on the top level item is sixteen The cost as determined by the Cost Options will be multiplied by sixteen to get the extended cost of the item SumOfltems shows the sum of the cost of all items on each subassembly The quantity of each item in the subassembly is figured into this sum This calculation can become complex quickly For example if there are two subassembly B s on subassembly A and three subassembly C s on B and eight item D s on C the sum for B will include 3 times 8 item D costs and the sum for A will include 2 times 3 times 8 item D costs plus the cost of its other parts The SumOfltems doesn t include the linked vendor cost for a single unit CostEach of the subassembly itself only the cost of the items in its parts list ExtSumOfltems the cost of all items on a subassembly SumOfltems multiplied by the quantity of that subassembly used on the subassembly or top level item it is part of The ExtSumOfltems of the top level item is not different f
82. dentify the specific item n a suffix SSS to identify variations Following these guidelines one possible part number might use the form PPP RRRR SSS Examples 400 1007 GRN 400 wire GRN green probably a bad idea 400 1007 005 probably a better idea 400 1007 145 green with yellow stripe Depending on the nature of your business you may have additional sections to your P N specific to your needs Fortunately Parts amp Vendors will let you change the part number for an item after the fact and the change will be effective wherever the item is used There is a utility that will make bulk changes to part numbers should you find that a modification is necessary after entering hundreds or more items From the menu choose File File Utilities Maintenance Replace Certain String Data We strongly suggest making a backup copy of your data file before using this utility Activities 49 Creating and Viewing Item Records The Item Master page is viewed by clicking on the tab on the Control Pane On this page you can create Item Records and enter part specifications The Part Number dropdown on the Item Master page shows all items in the database To make it easier to locate items when browsing this list limit the types of items by i ering To display the filters available for the P N dropdown click the small button with the funnel icon y A Buy RF PO Build Eco Item Master Vendor Manufactu
83. e your main data file is unaffected until the last operation Transfer Data to Main File Until then you can begin again and clear the import session in progress Note The last row on the grid also indicated by a on its record selector is a new record You can manually type into the list to add new data to import To a File The data displayed on the grid or on the tree view can be exported to a delimited text file in CSV or comma 177 separated values format or to an Excel spreadsheet file if Excel is installed on your computer On the grid if rows are selected highlighted then only those rows will be exported Otherwise the entire listing will be exported On the tree only the visible expanded branches will be exported To export data 1 Select data to be exported or default to entire list 2 From the menu choose File Export To CSV File or To Excel File 3 Specify a file name 4 Click OK The CSV file type can be imported by other programs and can also be opened by Excel and other spreadsheet programs Via The Clipboard Select rows on any of the List Pane grids by clicking on the record selectors Shift click for a continuous group or Ctrl click for non contiguous items Press Ctrl C or choose Edit Copy to copy the records to the Windows clipboard The data in the clipboard are tab separated columns that can then be pasted into a spreadsheet or word processor Merging The Merge ut
84. e List TlCC oococncininninnnnnnnnncninncncnncncnncn ro roncncnncnnns 141 Special tools to Search or Filter the Add Item list 141 Removing Items From Lists cococinnnninonnnnnnnnnnnnnnncncinoronanononcacononcncorororananns 142 Renumberltems vitalicia 143 Suggest Next Number vssisssssessteatssctiansessveccsessscesvcsssscsuscsnnssesotsevcnsstonssvaniess 143 Replica ia 144 Used OR scisirminonesiricriisricic ic ici 145 MA O NS 145 Seat Chine cuisine ii 147 Vi SO lidad 148 Notes ista ibi 149 SO EA tates 2s eh eit Deceased dees MD Rt Leas 149 Currencies TT T T 150 EOS ito E ii 150 Enter additional currencies ispisani anona li 151 Seta vendors CU ias 151 When viewing the Items Supplied grid for a vendor that has a foreign CUTE OY yiniiconcicnnnii cit 152 When viewing RFQs or Purchase Orders for a vendor with a A A ra ara eratsi S sesasi TEES EESE E RE 152 Printing and Faxing ccccccccscsscccesseccesseecsscscsenssessesseseenseeesenseeees 154 Reports fa a a EE a Aaa 154 Printing Multiple Parts Lasts lisent iia 155 PID EP Piles vii cha ais Algo sna Sa Sela 156 Faxing REOS and POS ndice 157 Print Labels ia RRA 158 Mabel styles stc ninia ias 159 Label styles single Sisenna 159 Add New Label Definitions cccinincinnnnnnnnconinnnnnnccnnnccnn rara cnnarannccaraninnos 160 Customizing Reports and Labels ooccnooococnnononnnnnanancnnananacanannnncananonos 162 Adding controls to a repOrt cc cece csesseeesessssessssessesssessssesnsaeensseeea
85. e cael dea he 52 Consolidate references to documentation ooccccccconoonccnnonnccnncnnonnncnnonnnonnnnnnonnnnnos 55 Gonttolditection aati inh Aitkin edo 41 Control Pame E E EE E E EAE ta ida dd 30 31 33 50 ComtrOl ae te E E EEE EET 40 Controlled sirenerne n A a 66 CONVERE item Quant pi lib ica SESE 62 Converti o a REQ toa POS inercia ltd cli tinia ide ceien ci 112 Copy an tr dois 67 Copy As dialoga ticas 67 Copy Family of Items Under a New Root P N o eesessesesseseeeeseeeseseseeeeseesees 56 Copy Revision from Parent P N si 20 COPY SOULCES di oa Meee EE E A teres E 68 Copy Uinit OF Measute enuresis pre e E T NE E e 20 COMA aa Ma N 91 CostEntrrat Level atu nedtian 90 Cosrentry lst a A ta 90 Cost Op url ll cil da 98 100 Cost Summary tee noir 92 Costs At Level SAA 82 90 Count Reference Designators cccoccicocononononinononononcncnnnnnononcn no non non rn roca nine 73 Create new ECO A A aii 199 Etreatera new P N ECO e e a 201 ceat ALEQUICELECOLA iii iia arias 80 Greateain E A O EA E EE ai 196 create new Detail Items under a Parent ssesessesseseeresesreereriereriererresreresreresrrren 56 Creating Manufacturer Records coocccciciconononcononononnnononononanonononononanonononononanononons 79 Creating RFQ S erata niin mle e a A A TAEA 86 x lL_ _ s zx 0234 Creating Vendor Records iire ensen ssi decosends covcuressdvdsedssssdeseonved cevesteate 78 CSA hipaa ten Mae ced eth tae SR a eae atin oe Guile CEE bade ioe dl Wa mab 66 C
86. e item on the grid From the popup menu choose Count Reference Designators This lets you confirm that the Qty column accounts for all items Sort Reference Designators First select rows on a parts list Then from the menu choose List Reference Designators Sort on Selected Rows Ona ui _ jm qx Parts List Options Information on the Parts List grid can be arranged in several configurations 1 2 or 3 lines per item Open the Grid Settings menu and choose Show Lines 1 2 or 3 This Grid Alternate Line Color Wrap Text All Grids Reposition to current row after Sort Font Row Divider Lines Column Divider Lines DWG PS pc Popup menu for the Parts List Grid ve Vendor P N v Mrne y men Parts List Options for the 3 lines per item grid listing Additional 3 line per item columns When the grid is shown with 3 lines per item you can specify up to four columns of related information to show on screen and on the printed report Activities 75 On the Edit Settings P L Options Page select the information from the Item Master you want included on parts list reports Include On Report and the grid Include On Grid and Report Refresh the List Pane data after changing this selection This can be done by clicking on the Refresh button on the tool bar snowflake icon or from the Vzem Refresh menu option Additional 1 line per item columns add or subtract c
87. ed and unsaved cost 113 Add Remove Replace Used On Filter By a _ Qty Revd Receivedall Program will use best price break for specified order quantity Updating Costs Setting the word ADVISE instead of a cost entry ona PO Sometimes it may be desirable to place an order for items for which you don t have the exact current vendor price for You are willing to accept the vendor s prevailing price Rather than enter a wrong price possibly delaying the vendor s action on the order you can enter the word ADVISE instructing the vendor to charge his prevailing price and to advise you later of that value The database does not accept text entries into the numeric Cost field but entering a negative value into that field will result in the ADVISE text showing on the screen and printed report 114 If you need to enter a negative value for the line item to represent a credit for example make the Quantity entry negative rather than the Cost for the same result in the cost extension and total Turn this feature on and off from Edit Settings RFQ PO Entering Quantities for Received Items 1 Go to the item on its order On the PO page type the PO Number into the PO box or by choose the PO from the dropdown list Click on the Line Items tab at the bottom of the List Pane if it is not already selected Go to the item on the li
88. ed as One that does not corrupt your data file Most multi user installations work just fine as evidenced by a multitude of installations on all kinds of networks used by our customers At Trilogy Design we 025 use large 10 20meg shared databases on a mixed Windows platform network and have not had a multi user induced data file failure ever or should we say yet Time will tell whether your own system meets the above criteria The final analysis of all this points to one important act of self defense and common sense Back up your data file EVERY SINGLE DAY Answer this question What other file do you have that holds data from ALL of your projects Backing up is easily done from within P amp V When all other users have exited the file choose File Copy Backup and pick a location on another computer on your network or on a removable media drive You could also create a shortcut on your Desktop to copy the file from outside of P amp V Or create a scheduled event using Windows facilities for this to run a batch file to copy the file at a particular time each day Please do not call Tech Support with a tear in your eye and a story about how your data file is corrupted and your most recent backup is months old While we will do our best to help please be advised that Trilogy Design is not a data recovery service 26 QuickStart This section of the manual is neither a tutorial nor a how to This inf
89. ed from the popup menu on either the Control Pane or from the Grid the Field to Search will automatically be set to the current field Search Text Scope Comparison Search tantalum Current Listing Contains esai Field Context Title item 8 Items Found tantalum Capacitor tantalum 10uF Capacitor tantalum 3 3uF Capacitor tantalum AUF Capacitor tantalum Capacitor tantalum Capacitor tantalum Canacitor kantaluro Find Dialog Found Items List This is the list of items that meet the search criteria Select one and click the GoTo button or double click on any item to jump to that item within the search scope Close on GoTo Jump to any Found Item by double clicking on the item in the list Or click the GoTo button If Close on GoTo is checked the dialog will automatically close If not it will stay open ready for another search or jump View A dropdown list on the toolbar lets you choose from the History last 50 views This permits quick navigation back up through the parent levels of an assembly tree after doing one or more Show Item Liston a Parts List grid drilling into the assembly Note the history list is for the current session only xl _ ____ _ _a_ _ ____ 148 Notes Sum of Columns The hotkeys Alt Left arrow and Alt Right arrow will move back and forth through the View History The Notes field
90. embly Cost DWG and PS Inventory Gty x Current Cost totals exclude MadeFrom items MadeFrom Inventory Qty x Last Calculated MadeFrom Cost Totals exclude non inventory items of Type DOC amp AW Parent PiNs items with zero cost or incomplete cost data 5 2805 4 00 PS Wire insul 24 4 stripped and 0 00 AWG grn tinned 1 3724 05 PS Conn 24 awg 2 pos 0 00 100 ctr 1 3875 04 PS Header 1 ctr 4 pin dual row 0 00 17 3959 01 PS Jumper prog 1 ___ 0 00 8 4362 07 PS Standoff 562lg 115 i d x 250 0 00 o d alum Inventory Grid Sum of Column A valuation of inventory can also be calculated from the Item Master Inventory grid Select the fields that are to be displayed making sure that Cur Assy MFExtCost is visible on screen The Cur Assy MFExtCost is a special composite field meaning that it gets the values from different places depending on the nature of the part e Cur comes from CurrentCost for items that are PS DWG and not Made From parts Assy comes from the Last Calculated Assy Cost under the Assy Cost tab on the Item Master for items of Type CAT or Type PL This value is set by the program when a Purchase List is generated on the Buy page for this P N or a higher level assembly gt 0124 MF comes from the Last Calculated Made From Cost on the M F Cost tab on the Item Master for PS DWG parts that are Made Froms This is gener ated by the program when a Purchase Li
91. emove by clicking on it 142 2 Click the Remove button at the top of the list or press the Delete key on the keyboard Note Removing or Deleting items from the Show All Inventory Not Used or History Lists does delete the item from the database Also some items cannot be removed Renumber Sorting items on an RFQ PO or Parts List or Items deleting and adding items can result in non sequential item numbers To renumber the items 1 First set the desired sort order for the list by clicking on the heading above the column to sott by 2 From the main menu choose Ls Renumber Items The Item Numbers will be renumbered from 1 to N Suggest When auto generating RFQ s or PO s or obtaining a Next part number for a new part the user can create the Number template for numbering the next item in the sequence The dialog captioned New Item Starting RFO Number or Starting PO Number allows the user to set a prefix or suffix to be automatically incorporated in the next sequential RFQ or PO number respectively This occurs on the Buy page when generating PO s or RFQ s Tools Applying to Lists 0143 Starting RFQ Number Arg RFQAEl m Suggest Next Based on Existing Data Begins RFQ and or Ends ikk lt lt Hide C After character fixed length prefix C After2 occurences of Vv aoe After non numeric prefix if any Suggest Always Suggest Suggest Next Number Dialog Th
92. en ECO Issued but not yet Released the ECO indicator will appear to the left of the P N 7247 02 Motor gear minial Show all ECOs for a P N Show the P N on the Item Master page then click the Rev History tab below the grid 206 Revision Control Show ECO department signoffs From the ECO page click the ECO Signoffs tab below the grid Then from the Filter dropdown list on the toolbar choose from the pre installed filters P amp V Released ECOs P amp V Still Need Dept Signoff P amp V Unreleased ECOs ot None no filter Show all Items on Open ECOs From the ECO page click the Items on Open ECOs tab below the grid To view the list in each stage of the ECO process create filters for the ECO date fields Is Blank Is Not Blank Approved ToDrafting Complete Checked Note An Open ECO is defined as Date Issued Is Not Blank AND Date Released Is Blank 207 Data File Maintenance Operations Creating a A new empty data file can be created by clicking on the New Data File New menu item However since the new data file is File empty you will need to start over with creating entries for items vendors manufacturers and other information If you have an existing data file containing this information it may only be necessary to create a new top level assembly using existing data and add a relatively small amount of new data Backing Up Most files you edit with other programs are inhere
93. ere are several numbering options on this dialog box For REQ and PO the first option is most appropriate 1 Seta prefix or suffix or both to a number that is automatically incremented as RFQ s or PO s are generated 2 After x number of characters fixed length prefix generates numbers in blocks filling in the x number of characters with a The user can then replace the s with the desired prefix 3 After x occurrence s of a specified character generates the RFQ number with groups of two question marks to be replaced by the user and with the specified character between the question marks until the specified number of occurrences of that character is met 4 After non numeric prefix if any Replace You may need to replace an item on a Parts List with a different part This can be done by selecting the item and then clicking the Rep ace button Se AAA 144 Used On Two methods are provided for you to view a list of the subassemblies an item is used on n On any list pane containing item information click on the Used On button above the grid n There is a Used On list grid tab available when you re on the Item Master page Filtering Listings on the grid can be filtered by multiple selection criteria that a user specifies Any filter can be saved under a user specified name A saved filter can then be reapplied by choosing it from the dropdown list either from the Filter By dialog or fro
94. erts before Or if you also hold the shift key as you drag you ll see a page icon and a box that moves over items as you drag when you release the mouse in this mode it inserts the moved item into a PL or after an item other than a PL where you release oO If the target of the drag amp drop is a PL or CAT the dragged item will be inserted as the last item on that subassembly Set the Tree Settings option View Confirm DragDrop on Assy Tree to have the program prompt for confirmation When confirmed items on the dragged from branch and items on the dropped onto branch will be renumbered sequentially Note Released PL s and CAT s or MadeFrom or Makes items cannot have items added or removed dropped onto or dragged from Double Click Action Options The View List Dbl Click Action gt Tree has three options for setting Double Click action Expand Collapse Show Item Show Items List Qty and Reference columns can be edited on the tree view To end the edit press ENTER or TAB Just clicking off the cell will not save the changes Resistor carbon 1 4w5 3 3k Resistor carbon 1 4w5 6 8k Resistor carbon 1 4w5 10k Resistor carbon 1 4w5 47k Resistor carbon 1 4w5 4 7 k R13 nor 14 ro Grid How to Select Items on the Grid Click on the record selector at the left of the Grid to select a single item for removing deleting replacing exporting etc Or
95. es available to all users of this data file The current date is inserted into the Released box The ECO is now uneditable except by a PVAdmin user 194 Revision Control Each ECO Line Item Contains Item Sequential line number assigned by the program as items are added to the ECO P N The P N of the item being revised ot newly created Action What is happening to the item Instructions Technically accurate description of what is to happen to the item specification Disposition What to do with left over old revision items in various physical areas Comment May be entered by department signoff users FromRev Existing Revision code for the item ToRev Next Revision code for the item FromStatus Existing Status code of the item ToStatus Next Status code for the item 195 Step By More detail on the procedure Step ECO Create an 1 On the ECO page click New or from the menu ECO choose Edit New First use will prompt for a starting number New ECOs will have the next available number assigned by the program 2 Fill in the Subject field with a general description of improvements or refinements being made or what problem s the changes will remedy 255 characters max 3 Fillin the Affects field with a statement of the ramifications of the proposed changes and the scope of what will be affected 255 characters max 4 Click the Line Items
96. es 165 Changing report captions Of teXt ss sssisssrisssresssreesseesrtessrreesrteesnesrresre 165 Removing controls from a repOrt ec seeesseseesseeesesessestseeesseeneneeeaes 165 How to add a company logo to a Purchase Ordet wees 166 QuickBooks ConnectiON ccccccccccncccnnnononnnnnnccnnnnnnnnnnnonanonononacnnccnncnnnnos 171 Setting up the Connection to QuickBooks coocconiccnanncnnincnnonincnnancnnancnns 172 Send or receive data from the Connection to QuickBooks window 173 Send from selected rows on certain G1 seeeeseseeteeeeeneseeneee 174 Send from the PV Control Panes aa ai 175 Data T O Funto S a e e aeaa ataa aise sasis 177 TAN Ott Sirro ee Ar EEEE E EEE EEA EE P EE E EiS 177 EXPOUND aosi a dat 177 Toa E taaan 177 Via The Clipbodt diiniita ita estira 178 DY e Tae O OOROO 0 UN 0P I sevtesostveccsueseveseseuttusetes 178 Merging the Entire Data Piles cssccssscsssssisseassnssossseasissetaseasdededoenssa 179 Merge the Current Listing sesesesesesesesseeneseessseesensseenene 179 Data Security isere eeann Ea E R aiia raa ae 180 Using the Permission Setup Utility ess sssssssesssreessressresssrressrressrrsrressrens 180 Managing Users and Permissions cconiocinonninnnnnnnnnnnnnoninnaninnoninnononncconaninnss 180 Adding Users and Changing User Settings mcnicconincnnininnncnnincncnns 182 Openiarsecuted data fle sccescscesscciavescsccssateastasvansedesbsasrdedptnse iaa 183 Open an unsecured data Ale ninia cialis 183 To see
97. es the version of the product or its documentation RFQ Request for Quotation S Status A letter in an item s specification that reveals Unreleased still unresolved design in flux Released released to production or other department for use Obsolete item retained in database for information only not to be used in new designs Stock Quantity of each part in inventory intended for use in a manufactured product _ _ _ _ _ _ _ e _______ _ Glossary 0223 T Tabulated Detail One item of a group listed under a Parent number Title The topmost level description of any item This is the same brief description that would appear in the Title block of a drawing for an item Tree An assembly organization defined by lists on other lists Type A field in an item s specification that tells what kind of document describes the item Type also determines the functionality of the part number in the software Only Types PL and CAT can be lists of other items Types AW and DOC are non costed non inventory items used for artwork and documents used in the production of other items Types DWG and PS are for everything else U Unreleased See Status UseAs Unit of Measure for how an item s quantity is applied on parts lists User Fields Undedicated fields that are part of the Item Master record The user can set his own captions for these fields and use them to hold additional i
98. esendbendi ct a a bicis 200 Einterino Costs mite 90 Entering Item Information for one Source cocicicinononoccnnonnnencnno rincon nconorancn cnn 82 entering part INFOLMALION oe eeeeeeeseeeeseceneeeseseecccesstseseecssasasseececesenasaeeceeeees 50 Esse tial Concepts initial tad these 27 EXE en dista o eet a ares Rae ee 11 Excel spreadsheet file sacccssiscscccteaieevesctbessoienctendsvvesedonbevtesetondvonevonsebeetete covadtes 178 expan di asee AO 38 Exporting scsadiek ant ee ee E ae a Eoaea E ERTE 177 extended bill of material cccccsesscessesessessccesceessssescecesssssscseceessnsvesseeseesssnees 95 extended UnA e 149 F POB sl 108 family OPA TEINS dde 55 PAOS icici E e EAE She ded el ehara E E eat ons ties 13 PAS CRIT i A tots Seen tees ca i osc Rick eck 140 LARIOS ain a EE AEE EEEE EEEE opesanaenns ds DU 157 Mile path nara a AE T O E A 24 AAA SSA 19 files linked to tE aiii cables ese Teas ed ions elias 24 Files URL page tt OS 69 Ple UREA A O a Ts NM 35 le toi eri 23 Ett das tl E e a o e o ds 44 Piter By sas ia ias 44 filtering P N dropdown list uni 50 IO 140 Pind Dal o a e a en OR 148 Emished TTS a DIN A E E E aeaies 70 Polo UP aoe e TEE O E TE E 79 F teign Cute aio 150 Found Items List 0 dci did 148 free program Updates minenn ienen aa iia bebiendo dios 13 G Global Eocal Settings di 24 Go To Web RNA 78 H Delta EEEE bevelled E EEE R EEE 13 Hide Job line items from reports s ss ssssssssessessssrissesss
99. esign will not be updating this feaure to restore operation The transfer of data is initiated from Parts amp Vendors and includes n Items to and from QB n Vendors to and from QB n Purchase Orders to QB The data exchange is user driven from Parts amp Vendors and is not automatically synchronized with QB This data transfer can be useful for accounting purposes because a Purchase Order sent to QuickBooks results in an Accounts Payable entry for that vendor Optimum use of QuickBooks in your own business will depend upon your own knowledge and experience with its features This includes Item types Inventory or Non Inventory Familiarize yourself with the difference between these categories in QuickBooks Accounts in QB Items sent from Parts amp Vendors to QuickBooks must have an Account n Inventory items must have a Cost of Goods Sold account Asset account and Income account n Non Inventory items need an Expense account QuickBooks Connection 171 Setting up QuickBooks must be running the Connection From the menu choose View QuickBooks Connection to QuickBooks Connection to QuickBooks 50000 Cost of Goods Sold y 40100 Sales xi Confirm the suitability of this choice for your own company activities by your own tests in 1120 Inventory Asset E QB The merit of this choice is also dependent upon the purity of your P amp V items set to Type CAT should be productlevel 50000 Cost
100. essesesseceescnseeesseees 84 memo reference field na atadas 73 Mera illa des 178 Mfr drop down lista si 80 MUCTOSOE ACCESS A AE 215 Minimum Stock AA A 121 Minimum Stock Dinamita areen ete e i di 58 MIRI ste iia 9 multiple CUrrENCIES citima iapa Eo A KE da 150 Multiple SQuicEs taciasiiiaantiiiaanin E E EE EE ed ERA ETA 83 Multiples Us ts ici AE 24 multiple Users rip 12 Multiples OE rarissima roai a ved cadena did bs vee 103 Multi EP NA SA A ee aa 22 Multi User Discla e AEE E Soaadea eptiees 25 N NESatlVE AN VEHTOLY COUNES errar dt iie 103 NetrtO Ya diia 119 MEW OL A A E tate euhes 19 Nena burtto tis osc 2h E rn AAEE Staak ecco ie eat Bee Ma 70 New DataiPile sect ntieeiienienettecatiauknnddat ida 208 Index 0239 New tem dialog mida siii rerio see a Na d sites 70 Nonz ditable columns e Sat ha ot Del edo ees 40 NOfalfiventory ES iii Gens Geese codicia 52 Non numeric quantity entries oe cesses cecseseneeesesenseeneceeneseeecerseseneanees 72 INO EU A A O 34 Notes a a id o A ball rd 67 O Obsoleta a ti dd Recast eee 66 DM A 34 online help iaa naestiads 13 Open ECO al ia e aa e a aa NA eia 207 Open Ordets eae ETA 113 Optional TextonlabelS iento tec bic 159 Order TA a a 112 Ordering Random Items iii ir 112 P BUN sheet SAG oa ene de de e o e a dl 21 Page SetiD iia ii id dd 154 155 Parent P N eannan n aaa ems 22 55 65 213 Parent Part Number Options s sssssssesssssssesiesresressesresreressessrsrenresressrsrenresresnesnes 58
101. estions about this agreement write to Trilogy Design P O Box 2270 Grass Valley CA 95945 U S A or e mail to support trilogydesign com 0229 230 License Agreement 0231 Index Numerics Saline Parts LAS t 18 ccs cascedswssck Yacdenss dh cestestics ds 18 A NE COUT a ate ie le ied eee 79 Add a commen tito an ECO urraca 203 add a company logo to a Purchase Order oo es cette coro rnnana nono 166 Add a Source to a Family of Items o cceececcceeeeseseseeeseeceseeeneeeesceeseeneeeeaeeeees 213 Add existing items to an ECO mncccicccconononnnononononanononononononononononanonononononanoncno 199 Add Trem Quantity A Wasi alana Sane 141 Add Items Dialog inerte is 71 140 Add THtems toa Patts Listo e ae ceda 139 IN GEG Dot Sa ES 100 Adding controls to a report cccceeecsssenessecsesenenseseceesesnsseceeneseeeseeseneneeeesees 165 Adding Items to alistan aa 139 Adding Items to the List Tree cocciccininnnonnnnnononcconononononononoononononononononcrcnonnos 141 Adding USES arrani aeea eer E E Ea EEA DEEE 182 Adjust Fractional Quantity sessssecansanensaneiiane nns 63 103 Adjust LAVEROLY ani erehe rna EEE a Eo N TEE EE ear AES 122 Adjust Inventory when pulling Kits s sessssesssessesissesssesresrssessresresreseesrenresreseess 121 AQUUSES OC iii ico 121 Adjust Stock for scanned items ccccocicconononnnonononononononononononononononononononononannnono 135 Adjusting column widths and positions c ccccnnicncnnononininananonononcnanononono
102. et up the defaults for addresses referenced in PO s and RFQ s You can enter any number of addresses and simply check those that you want as your current defaults You can also control whether you want P amp V to prompt you for a PO shipping address when printing or instead use the default Similarly you can set whether an RFQ response address will be prompted or default to your selected one To move addresses up or down on the list select one row and click the arrow buttons Vendor Venda PM Mirame E men El Parts List Options for the 3 lines per item grid listing Under P L Options define for the 3 line Parts List whether or not you want information from the Item Master included on parts list reports Include On Report and the grid Include On Grid and Report The grid is the right side of the P amp V main window display The latter items are selectable from drop down menus A RFQ and PO Options The top items allow you to specify which P N Manufacturer Vendor or in house is on the first line of NS RFQ s and PO s The lower fields allow you to define several behaviors in RFQ s and PO s as follows n Update an Item s Cost when edited on a PO causes a cost to be updated in the main database when it has been modified on a purchase order n Default PO Notes from text file if checked the field on the right should be used to specify a text file that contains default notes text and an ap
103. ew each quantity adjustment when making a purchase list for a product Increase quantity to next break if total cost is the same or less Vendors price breaks often create an opportunity to reduce the total expenditure for what is to be ordered by decreasing the order quantity to reach the next break where the reduced cost results in a lower total for more items When this option is checked the program will look ahead to the next price break and if the total is less increase the BuyAsNet which will become the order qty on a PO Consider negative inventory as zero when calculating shortages for purchase lists and orders if checked negative inventory values are ignored during PL and order shortage calculations if unchecked they are subtracted from inventory balances 103 Status Certain grids can have a Status panel that shows Panel information about items on the list This is invoked by clicking the small i button above the list or from the menu View Show Status Panel The most useful of these would be for the Purchase List These flags show the status of items on your fll IV Assy has existing stock reducing child items needed Purchase List EZ tem has no Primary Source S a Y Qty does not reach first available price break See een Ware eesiead i IV Item s Source has no Non Zero Cost Entry at Level JW Parts List set to Not Expand BV ee parts list Hover mouse over each checkbox for
104. eyboard press Ctrl D or n Click the Delete button on the Tool Bar From the ShowAll grid tab 1 From the main menu choose View Allow Editing on ShowAl Grids _ a Activities 2 Click the record selector s on the grid for items to be deleted Shift click to select a continuous group or Cir click to make non contiguous selec tions 3 On the keyboard press Delete Note Items P N s that are used on an assembly cannot be deleted from the database Linking Files to Items Each item can have any number of files or web addresses associated with it These may be CAD drawings spec sheets or any related information When viewing the Item Master page click the Files URL list tab at the bottom of the List Pane Then click the Add button to select associated files Paths for viewers to display these files can be set on the Viewers Path page of the Settings Edit Settings dialog box Making The item part number P N that identifies a Parts List Parts Lists also represents the finished assembly Parts Lists can be configured any number of levels deep simply by adding the P N for an assembly to the parts list of another assembly Creating A New Parts List 1 On the Item Master page click the New button or press Ctrl N or from the menu choose Edit Nem On the New Item dialog that pops up specify the new Part Number and click OK Enter a Title Detail and set its Type to PL or CAT E
105. firm that the changes are accurate per the ECO instructions and then marks the ECO as Checked 185 5 The checked ECO is Released making all the changes effective and the new data available to all other users of the information Note The ECO system is not the software The ECO system is an agreement among people a cooperative activity that provides checks balances and traceability to changes in products design and specifications Why Use n The ECO process forces design documentation ECOs changes to be made deliberately rather than casually n The process builds a Revision History records chronologically documenting all changes to items specifications n Controlling and documenting design changes is usually necessary to comply with certifying and regulatory agency requirements ISO 900x FDA PM UL TUV CSA etc What About To enforce sequential and chronological record keeping ECO of changes ECOs are automatically numbered by the Numbers program Upon creating the first ECO the program will prompt for a starting number Subsequent ECOs will be numbered from the highest existing 1 An ECO can contain change instructions that span a variety of items The items on any ECO may or may not be related since the changes ordered may apply to more than one project or product Because of this it is inappropriate for ECO identifiers to carry other information There are plenty of places Ss 186
106. ftware does not run from across a network Issues It is always installed separately on each workstation where a user will require it The data file where information resides can however be on a networked computer for sharing with other users of Parts amp Vendors Each user must have a separately licensed copy of the program Sharing a Data File The Parts amp Vendors data file can be shared by multiple users within certain limitations Unlike larger client server systems which are more expensive P amp V does not implement record caching and multi user change collection Therefore you should observe and understand the limitations inherent in data sharing under Parts amp Vendors so that it s used properly and data is protected Limitations Parts amp Vendors uses record locking which means that more than one user can be doing different things at the same time Record locking means that if one user is editing or saving a record then others will not be able to write to the same record until it is saved by the first user Record locking works in paragraphs This means that one or more records might also be locked if it is adjacent to the record being edited Unfortunately newly created ooo 022 Installation entries P N s vendors manufacturers whatever are always at the end of the list so are inherently adjacent y gt y aaj The above limitations are typical of simple file sharing systems Part
107. g for shortages only the program will first look to see if there is any stock of the already cut pieces based on its part number A fabricated item Used as one each in the assembly an item is machined from a 3 inch length of 1 inch diameter steel bar n P N for the finished item 5678 001 n P N for the material it is made from 9999 1 n 5678 001 U M Each Each is Made From Qty 3 of 9999 1 U M UseAs Inches Conv 4 494 BuyAs Pounds The U M for the steel bar was determined by calculating that 1 inch dia steel bar weighs 0 2225 lbs per inch of length Therefore there are 4 494 inches of bar per pound The Conversion part of the U M is the How Many In part When Parts amp Vendors compiles the materials requirements for the assembly where the item is used it will include 3 4 494 or 0 67 pounds of P N 9999 1 one inch round steel bar To cascade the Made From calculation using the above example Consider a fabricated item used as one each in the assembly It is a modification of P N 5678 001 gt Activities n P N for the finished item 5678 002 n P N for the intermediate item 5678 001 n P N for the material P N 5678 001 is made from 9999 1 n 5678 002 U M Each Each is Made From Qty 1 of 5678 001 U M Each Each is Made From Qty 3 of 9999 1 U M UseAs Inches Conv 4 494 BuyAs Pounds When Parts amp Vendors compiles the materials requirements for the assembly that the item is used on it will inc
108. g in source file _ _ SOS Currencies 0153 Printing and Faxing Reports The main window s List Pane has two types of grids single row and multi row When printing from a single row grid the resulting report will print in a format similar to the layout of the on screen grid WYSIWYG Adjust the column width by dragging the right edge of the column header with the mouse Adjust the column position by dragging the column into position with the mouse from its column header The new widths and positions are automatically saved by the program and used whenever you return to that grid The printed page will show as many columns as will fit on the page The column headings on the grid for those columns that will fit on the report are black Those of columns outside of the report area are grayed Use Page Setup to set the page orientation to Portrait or Landscape See Page Setup and Print Setup on page 154 When printing from a multi row grid the resulting report is one of the Formatted reports The layout of these reports is fixed and does not change when column widths are changed on the screen Note PO RFQ and Purchase List By Vendor and By Item reports print in Portrait mode only Page Setup and Print Setup Under the File menu you ll find the Page Setup dialog and the Print Setup dialog Use the Print Setup dialog only to choose the default printer Use the Page Setup dialog to select portrait tall or
109. gineering 456 Ridge Road Nevada City CA 95959 530 595 9114 530 555 8831 E Organization Billing Address settings This screen supplies the Billing Address for RFQ s and Purchase Orders and also shows on the page footer of Parts List reports Preferences Currency decimal places as the name implies refers to where the decimal point occurs right to left in a data field that shows currency Local Area Code refers to the area code where your computer resides Dialing COM Port refers to the port where your modem is plugged in You can specify a Prefix to be dialed before phone numbers which is useful for business phone systems requiring a digit to access an outside line often 9 Including a comma adds a 1 2 second delay which may be helpful in allowing the phone line to properly decode the number Some areas USA have 10 digit dialing Enter area codes that will be dialed without a 1 prefix Installation Preferences P L Viewers Path P N CopyP N Purch KitLists RFQ PO Taxes UserFields Organization Addresses Telephone PO Shipping and RFQ Addresses phone fax email etc North Hills Engineering 45601 Ridge Rd Nevada City CA 95959 North Hills Engineering 1175 Loma Rica Drive Grass Valley CA 95945 When printing E Prompt for PO shipping address JV Prompt for RFQ address Shipping and RFQ Addresses This page allows you to s
110. ging existing label captions n Hiding controls from the default layout n Changing the layout of report headers and footers n Changing the layout of page headers and footers n Changing the layout of the repeating detail section Modifications do not include changing the scope of data that can be displayed on a particular report The underlying query and sources of data are not subject to end user modification The modified report layout can be saved as an RPX file Saved RPX files are normally stored in folders off the PV6 program folder The folders are automatically named for the specific grid they apply to The file name for the saved layout is specified by the user RPX files can be shared with other users of the program either by saving the RPX file in an accessible folder on the LAN or by sending a copy of the file to another user Report layouts can also be saved in the main database This causes the layout to be automatically applied when other users of the same data file print from that grid One layout per grid can be saved in the main database SSS _______ 162 Save yout modified layout to an RPX file while it is a work in progress When finished save the layout to the database We suggest limiting the number of database saved report layouts especially if they include embedded images or logos to minimize the data file size However if you want to modify many of the reports to be used by your whole workgr
111. hat option Purchase Order Information The Insure Ship and Use Our Shipping Account fields must be set for each Purchase Order The shipping method can be specified from the dropdown list or a new entry can be typed in EXECO To Auto generate PO s from a Purchase List 1 Make the purchase list See Generating An Extended BOM Purchase List on page 95 2 On the bottom of the Buy page select Purchase Order s and set the desired Prompt to Exclude Ven dor option 3 Click the Begin button 4 On the Starting PO Number dialog modify if nec essary the Suggest Next numbering scheme Then click OK See Suggest Next Number Dialog on page 144 5 Enter the buyer engineering contact and job number when prompted 6 View the PO s on the Pending PO s list 7 To view the specific items on the purchase order bring up the popup menu right click on the List Pane and select Show Item List 108 Activities You can print individual PO s by selecting them on the Pending PO s list and then clicking on the File Print gt PO s for Selected Rows option To Manually Create Purchase Orders On the PO page choose a vendor from the dropdown list Note When the Show PO s for this Vendor Only option is selected the dropdown list for PO s is limited to the vendor shown When deselected the dropdown list for PO s shows all PO s in the current data file 1 Click the New butto
112. he Affects field with a statement of the ramifications of the proposed changes and the scope of what will be affected Add existing items to an ECO Above the Line Items grid click the Add button and choose the items to be included on this ECO When Adding items to an ECO the program will first check to see if any of the items are already on an open ECO If an item is on another ECO that is still open it can still be added to the new ECO but the new ECO cannot be Issued until the other ECO is released Any parent items will also be added to the ECO depending on the ECO parent item settings Revision Control 0199 Enter Change Instructions for each item For each item click in the grid Instructions cell Open the popup right click menu and choose Zoom Type in the text of instructions of what changes are to be made PN Title_ gt Rev A uning Pt O m2m Bracket e A Change Serap Rewe use is COO e Purchone Rework use Use Punch one additional connector hole on edge in line with existing holes same size and spacing Itis this plain language instruction that is the basis of the ECO process The change order going through human interpretation by someone else inherently forces an error checking a test for Does this make sense Can I actually make the requested changes This helps prevent a hastily typed and wrong entry by the submitter from becoming the changed specif
113. he Minimum Stock Qty for all of the child Detail items at once A Parent P N is not a physical item so the Minimum Stock Qty doesn t actually apply to that P N itself To Display the Whole Family of Items 1 On the Item Master page of the Control Pane choose the Parent number 2 On the List Pane click on the Details tab Setting Parent Part Number Options Preferences P L Viewers Path P N CopyP N Purch KitLists RFG PO Taxes User Fields Organization Addresses Telephone Field Caption Useri Size J Link to Parent User2 Profile T Link to Parent User3 Tooling Data in field can be defined by doo MN Parent P N if any Link to always copy to all Details User5 Stock Bin User6 Buyer Note User User User8 User 8 UserY User 9 User10 User 10 User Field caption settings The User fields are part of the Item Master record for each item The User1 and User2 fields can be linked to the item s Parent P N if any When linked click in the checkbox the contents of the field on the Parent P N will be copied into that field on each Detail child item when saving any changes to the Parent P N record E EC Made From A list view optimized for ONLY showing Made From items Made From items are modified in house from purchased items manufactured out of house Many purchased components are used as is in their final assemblies This includes fasteners many electrical and electronic
114. heckbox n Line line with weight and color properties n Shape box with border and fill properties n OLE object dynamic document n Page Break Specific Logo Add an image control to the report On the Properties toolbox set its Picture property to the image file Text Add a Label or Textbox control to the report On the Properties toolbox set its Caption or Text property to the desired text Captions are normally inserted from a language specific resource file If you want to change a caption edit the Caption property insert the desired text and delete the Tag property entry a 4 digit number Do both of these operations on the Properties toolbox To maintain functionality of the core report controls cannot actually be deleted They may however be made invisible Select the control with the mouse and set the _ cue A AAOK Customizing Reports and Labels 165 item s Visible property False on the Properties toolbox How to add s rep by step instructions for adding a company logo a company tothe Purchase Order report Applies to any report logo to a Purchase 1 Open the report layout designer from the button Order on the File Page Setup dialog TEE Order Setup E Report Editor Default Layout and move its left border to the right to make 166 room for the logo image Do the same for the address textbox as shown below E Report Editor Default Layout 3
115. ication It s probably desirable to establish a company convention for how the Instructions are to be authored The instruction might restate what the spec is changing from as well as what it s changing to i e Length 1 2 changes to 1 25 inches Note Parts amp Vendors does not dictate the detail or quality of the entries made to describe changes to your drawings or item specifications Determining these standards is the responsibility of the persons administrating the system just as it is to determine the standards and conventions used for drawings 200 Specify the disposition of remaining old Revision items For each item on the ECO Line Items grid there are six dropdown lists to choose the disposition for old Revision items in the following areas On Order ordered but not yet delivered In Stock component parts In Kits In Finished Assys still in manufacturing area In Inventory finished product and In Field at distributors or in customers hands Onbrder iris Iriny emo Use Use Rework Hse Click in each cell and a button will appear Click the button or press F4 to open the list to make the appropriate choice Create a new P N by ECO Above the Line Items grid click the Add button to open the Add Items to an ECO dialog box Revision Control 0201 Click the New button below the grid on that dialog EdiList Tile gt Rev PN Title gt Rev 00 15296 03
116. ility will transfer data from the current data file into another P amp V data file 1 From the menu choose Fie File Utilities Merge 2 Click the Browse button to specify the destination file _ lt Ss 178 Merging the Entire Data File Choose the data tables to merge Some selections have dependencies i e transferring Sources and Costs requires that Items Vendors and Manufacturers be transferred also Merge the Current Listing This choice supports merging from n All or selected items only on the Item ShowAll grid If records are selected then those will be merged If no items are selected then all items on the grid will be merged The grid can have a filter applied to it before a merge n Allitems on the Tree Note The tree will automatically be expanded to show all branches before the merge occuts NOTE The Merge utility is designed to transfer e New bulk data Anew product all the items in an assembly tree plus all the supporting source data into the target data file The Merge utility is NOT intended to be a tool to keep two data files perfectly synchronized Data I O Functions 179 Data Security Ex ECO ONLY Using the Permission features can be installed into a new empty Permission data file or into an existing P amp V data file Setup Utility 1 Close all copies of Parts amp Vendors accessing your existing data file 2 From Windows taskbar Start button choose Pro
117. im Leading Trailing Spaces From Titles and Details I q A p Data File Maintenance Operations 211 Replace Sometimes suppliers may change the way they represent Certain their offerings by reconfiguring the structure of their Formatted part numbers Instead of having to edit each one Data manually this utility will enable a bulk adjustment to those entries that have a uniform structure From the menu choose File File Utilities Maintenance Replace Certain String Data FP Replace Data Choose the data from the dropdown list The Begins and or Ends entries specify the matching text that will identify the data The Variable identifies the portion of the entry that is different for each item Examples of Use ABCD 1234 XYZ9 to be replaced by ABCD9 1234 B ABC 123 X to be replaced by 123ABX 123 X to be replaced by A 123 X 212 Replace At some point you may find that you wish to make a Character bulk change of a character used in your P Ns such as in P N changing a separator character from a hyphen to some other character This utility will do that From the menu choose File File Utilities Replace Character in P N m Replace Character in P N Add a This utility will link a new vendor to an entire family of Source to a items identified by a Parent P N at one time On the Family of Item Master display the Parent P N From the menu Items choose Edit Add Source to Family of Items Lin
118. in window Local Currency The monetary unit specified in Windows Control Panel Regional Settings MadeFrom Some items are modifications of other items The MadeFrom checkbox on the Item Master page enables the relationship between an item and its raw material 0221 Merge a program utility that will send data from the cutrent file into another P amp V data file From the menu File File Utilities Merge N Network Path When files are linked to items in the database their path names are from the perspective of one location In workgroup situations the path to the file will usually be different for the other users since the drive subdirectory for the file will be based on the letter of the connected network drive When Use Network Path is checked P amp V will substitute the specified Network path for the path as stated in the record on screen O Obsolete Item Status that indicates item s entry is being retained in the database for information purposes only and the item is not to be used in new designs P Parent List Refers to the next higher level list that an assembly is on Parent part number P N that identifies a group of related items The items share the same Title Type and optionally the same Revision Part number A text string of alpha numeric characters including spaces or punctuation used to identify an item Part numbers as used in P amp V are usually your own in house identifiers and no
119. ines 115 Setting RFQ and PO Opti0MS ccccccconinnnncnnaninninincnncncnnoncnn on rn roncnrincnnas 117 Winfax Support for RFQs and POS sss sssesssssssssesssreereessrressreessrresressrreess 118 B ildins Produts e a iiaii a 119 Creating th Kit Listsund 119 Over Kiting OHionSsnssngpnin aiin 120 NN 121 cs A AA erig enii TETEE TE OETAN AAAA 123 Inventory Valuation Summary Repott sss ssssssessssssessresseesseesresseess 123 Inventory Grid Sum of Column sseeesesseeeseeeeeneeeeneens 124 Client and Job Databases ccsccccssssscesscrscsssscssesseccenscescesceseesenseeees 129 Client Pape aaa tdt 129 Job P g teinien aia 131 Hide certain Job line items from reports eects 133 Scanning and Printing Barcodes ccsscccssesscessessccessescesceseesenseeees 134 Barcode Device Setup sscccssssccesscssssctessassavesenssnansesotsavanvensssestsesscnsnsassvosonnonas 134 Using Barcode Input nsina inis 135 Adjust Stock for scanned items s sssssssssssssressressreessreessrresrisrresrens 135 Receive tem on a PO nenons ana a R R S 135 Find an item in the database ss ssssessssisssresssrsssrsssreessrressrresreessreess 136 Pinuno BarCodes merindad aia 136 Tools Applying to LisStS ocoononcnnononnnonnannnncanonanannnnonnnccnnnncnnnrcnncnnnnnos 138 SAO WA ii nd E 138 Popup Menu aiii ta iii 138 Adding Items to alii adidas tds 139 i _ _ _ _ ______ _ _ PASE Findra td 140 Add Ttem Quant alba 141 Adding Items to th
120. ins to the vendor Items supplied by Northstar Fasteners 4u I 12 items Remove Replace Used On Filt a a fos E a TE TOA Vendor N RFQDate aise ga 6 32 x 0 25 0 035 M each 6 32x25H5B 1000 0 2078 01 Screw button hi Entering Item Information for this Vendor Primary Source lItems can have as many sources as needed but only one of them is marked as the Primary source The Primary source will be used by the program when automatically compiling a Purchase List from the assembly tree on the Buy page gt The first source for any item is automatically set as Primary All Sources for P N 41 1218 36 Used On Filter By Remove Heplace AtLevel MultiplesOf J M 1 Open the Cost dropdown and enter costs for as many buy levels as desired gt 31 790 100d Program will use best price break for specified order quantity Source Costs Items Can Have Multiple Sources Each item in the database can have any number of sources A source can be a vendor manufacturer or both If costs are entered for more than one Buy Level vendor price break the program automatically uses the appropriate one when compiling Purchase Lists and generating Orders if the user has selected on the Buy page Use Source Costs Use Cost for Nearest Break cost at level Item Activities Block
121. is Column The sum of the column will appear at the bottom of the grid P Veena Ep 0 15296 02 495 94 E 0 17260 04 PL Driver assembly 217 94 0 5611 01 PL Controllerassembly 175 21 0 91298 165 02 PS Screw set Flat ptSi 6 32 x 1 8 2 4889 03 DWG Panel front oemwversion Ps Capacitor tantalum 1 0uf Ps Capacitor tantalum 10uf 484 104 PS Capacitor cer disk O tuf 484 180 PS5 Capacitor cer disk 18pf 7260 01 DWG PCB Driver 73 71 736 01 PS Screw button hd he 6 32 x 3 8 8 83043 03_ DWG_ IC EPROM prograr Modify 83043 00_ PS Crystal 7 3728 mhe HC49 UA 078 01 PS Nut KEP 6 32x1J4 hex sl 412 01 PS Diode genl purpose 1N914 07 15 PS Resntwk 4 7k 1 6pin PS Heatsink qlue on PS PS 1612 02 2078 01 mim cn 05 4 00 805 LEN Wire insul 24 AW 4 stripped and tin Wire insulated 42 o 1 897 23 If a report is printed from this grid before it is refreshed the report will look similar to that below with the Sum appearing on the last page of the report 0127 Inventory List Page3 of 3 128 Stock PiN Type I ritie Detail curassyiMFEtCost Privendor _ VendorPin 2 7662 01 DWG Clip retaining 1 56 Northstar Fasteners 99 7878 01 DWG Bushing octagon 183 15 Northstar Fasteners 47 8304300 PS IC EPROM 870512 258 97 Digi Key Corporation 0 8447 05 PS Adhesive Loctite
122. ividual items in a family of items under a Parent part number This is not the same as the Detail item of a Parent part Status a single character describing the design state of an item This state can be n Unreleased New item whose specification is unresolved or will remain immediately editable n Released Item whose specifications are set changes require consideration n Obsolete Item not to be used for new designs but will be kept in the database for reference Revision 4 characters Typically numbered revisions are pre release and lettered revisions are assigned after an item is released Date The date the part number was created or assigned Controlled indicates that the specifications of the item may not be changed without first getting the approval of a product safety agency When U S Canadian and international safety agencies such as Underwriters Laboratories Canadian Standards Association CSA TUV IEC etc list a product they do not permit the manufacturer to make changes to certain components without prior approval In electrical equipment these components typically include AC line voltage components transformers motors and wire wm i qe_m types In many cases mechanical components types of plastic and other parts may be included too This is informational only and is available to display on the List Pane List Columns to Show and corresponding reports By I
123. k a New Source to a Family of Items Xx 333120 Resistor carbon film 1 4w 5 l d E e Digi Key Corporation B QBK ND I i q Data File Maintenance Operations 213 This utility can be particularly useful when the items already have supporting data such as vendor part numbers Depending on the uniformity of the existing data the new source can be populated with data that is a manipulation of the existing data The Begins and or Ends entries specify the matching text that will identify the data The Variable identifies the portion of the entry that is different for each item Example of Use Item 1 4w 5 carbon film resistor Existing source Digikey Corp Existing vendor P N lt value gt QBK ND e g 2 7KQBK ND New Source Mouser Electronics New vendor P N 291 2 7K The screen image previous page shows the entries made to accomplish the above 0214 Technical Information The data file format is Microsoft Jet 4 0 This is compatible with convertable to Access 2000 and compatible with Microsoft Office 2000 To Uninstall To uninstall this program do one of the following n Click the Uninstall entry in the Parts amp Vendors Start menu program group n Ot if the Start menu program group does not exist use Windows Explorer to view the Parts amp Vendors disk folder default is CA Program Files PV6 Double click on the Unwise exe program in that folder Command To run Parts amp Vendors
124. landscape wide printed page layouts as well as specific report settings gi ee 154 For P amp V you ll most often want to visit the Page Setup dialog for setting the report orientation and page margins On the bottom of the Page Setup dialog you will see a variety of options depending on the listing you re preparing to print For example in the screen below tight you can see additional selections on the Parts List view on the grid El Parts List Setup dl LIS Page Setup dialogs for different parts list Reports Printing Sometimes it is useful to print all the parts lists for a Multiple product at once such as when Kitting for a build and Parts Lists desiring to send documents along with the parts to the production area Or when wanting to output all the printed reports at once to deliver to a client Display the Assy Tree for the product of interest From the menu choose File Print Separate Parts Lists The program will print all of the expanding non empty parts lists in the tree just the same as if each one were brought up separately on the Parts List grid and Print was clicked for each one Printing and Faxing e155 PDF Files 156 NOTE Since the lists will be printed as though the program were on the Parts List grid be sure to check the format 1 2 3 lines per item columns printer choice orientation etc before clicking OK Any report can also be printed to a PDF file readable by Adobe
125. ld Page on Control Pane Activities 119 4 When the program finishes gathering information about all of the items used in the assembly tree specified it will display the kit list Note You may want to print labels that will identify those items when removed from stock Kit List S columns 3 SE S D 2 oF V i 5g 2 a e c D S3 v 2 S lt SOJ S DS 3 SD gt D o S S2 lt a 2 S e g aS so gt Di D o_O ao gt SSS 5 53 23 32 5s 5 5 5 2 Des GG S e os Sx 50 g Z Q Qo o SS s 5 g S ES o gt Fy S BES JERS Je yn Saol gt Svj L D 2 05 S gt a ag lt NetKitQty OverkitQty Stock Unit AA Assy P N Type Title Detail Vendor 100 0 96 each 12 4889 03 00 15296 02 DWG Panel front oem ver Truckee Pr 5 455 each 1484 104 00 15296 02 PS Capacitor cer disk 1uf Digi Key Cc 105 A a Over Kitting Options Over kitting options are used in the calculations for generating the Purchase List and the Kit List These settings provide the ability to over kit items subject to inexact use loss or spoilage at the assembly area This can happen to parts such as tiny fasteners or lengths of material subject to cumulative cutting errors Over kit to avoid inconvenient shortages of these items at the manufacturing area For more information see Increase Qtys for Over Kitting on page 101 Notes
126. lete Similarly Parent P Ns and MadeFrom items can be set to be automatically added to an ECO when their dependent items ate added Revision Archive 2 ECO Settings aS E A H Documents E CO Archive Set Departments for ECO Signoffs Revision Control Parts amp Vendors can be set to archive old revisions of items upon releasing an ECO These archives are in the form of PDF portable document format files readable with Adobe Acrobat The Adobe Acrobat viewer is free from Adobe A link to the Adobe download is on the Trilogy Design website Saved PDF Report File name format Item Specification lt P N gt REV lt revision gt PN pdf If item is an assembly Parts List lt P N gt REV lt revision gt PL pdf lf item is MadeFrom MadeFrom List lt P N gt REV lt revision gt MF pdf The File Save path must be set for each workstation from where ECO s are going to be Released is set from the ECO Settings dialog From the menu File File Utilities ECO Settings Archive Report Format The parts list and made from archive reports are based on templates saved from the 1 line P L and the Made From grids on the main program window Configure these two grids as desired for portrait oriented reports and save the configuration on the ECO Settings dialog The configuration of these grids can then be changed for normal use without affecting the saved archive configuration
127. ling you indicate the acceptance of the terms of this agreement If you do not accept the terms of this agreement do not install this software Promptly return the entire package to the place you obtained it for a full refund OWNERSHIP AND LICENSE This is a license agreement and NOT an agreement for sale We continue to own the copy of the software contained in this package and all other copies that you are authorized by this agreement to make Your rights to use the software are specified in this Agreement and we retain all rights not expressly granted to you in this Agreement Nothing in this Agreement constitutes a waiver of our rights under U S Copyright law or any other federal state or international law COPYRIGHT PROPRIETARY PROTECTION The Product software manual s and any other documentation is owned by Trilogy Design or its suppliers and is protected by United States and international copyright laws and international trade provisions You must treat the Product like any other copyrighted material This license and your right to use the product terminate automatically if you violate any part of this agreement In the event of termination you must immediately destroy all copies of the Product or return them to Trilogy Design LICENSE GRANT Trilogy Design grants you a non exclusive license to Single installation Use one copy of the Software on a single computer If one person uses that computer more than
128. log enter the address or addresses and check the appropriate box to indicate which address is to be the default shipping address for Purchase Orders and which line is to be the default Request For Quotation address You can also depending on the option you choose be prompted to select an alternate address The Settings dialog RFQ PO page option for Items on RFQ s and PO s Begin With determines what data is most prominent on RFQ s and PO s n Choosing In House P N puts that P N into the first entry of each line followed by in the Description Vendor P N if any and Mfr P N if any n Choosing Vendor P N puts that P N into the first entry of each line if there is one or In House P N with Mfr P N if there is one in the Description n Choosing Mfr P N puts that P N into the first entry of each line if there is one or Vendor P N Activities 89 if there is one or In House P N there always is one Entering Costs On the RFQ Grid When the vendor responds to your RFQ the information received can be entered directly on the line item of the RFQ Click the cell labeled Enter Costs It will turn into a button Click the button to open the Cost entry box Cost Entry at Levels Odb 12vde On the Sources Grid Each Source link has its own set of Costs At Level vendor price breaks 3M 929836 04 36 ND 929836 03 36 each 1 EE A Source Costs HINT Click in the Vendor Manuf
129. ls ente 159 Label styles sheet 159 singles 159 abel rs edad to dls do te E i8 bso rsde Ate ta 158 East Cale Cost for Assy isis eiii ais haath 100 License number aaa 14 limitations inherent in data sharing ocincnnncononinononacananananancnananononon coco nono nncncncnn 22 Thinking Piles to MO teo aria 69 Linking Items to Vendors and Sources conccoconcccnnonnnnnononononananonononononnnononononanns 82 Tanking Vendors to Tenis italia 80 List of Manufacturers csccesacccieccavsccaracvecaovectevscaovavtdvacnovavtaue cravat avavnavacnavadeanasiers 81 List Pai dde 30 31 33 A O 33 Tist Fabsfor Item Master aba lied 33 sw 238 AA A Sdvedavsoeats 34 Est Tree tabs occ eA ee Ae het o o e el 37 Local Curreney ia a ek Bah Shea dco ee eR A RE ea toes 150 logo on a Purchase Order ariran rinie ie A ETT EA 166 M Made Fionia as 34 58 Made From branches e ccocococconcnnonnnonncconancnnonanananononnccnnaronnononaronnnonnncnnaronnn con nconns 38 Made Promiliniks a aa dia 46 MAA aia 30 Maintain Min ida 101 Make Kit DTS a e E E EEEE EE das 119 Make Purchase List e a ae e es ellos ad Senn o ne 95 Makes nt a Ri its 34 Matet e A ad 62 Managing Users and Permissions c occocioconnonnnnononononononononononononononononononononanonnnos 180 Manually Getietate REO a e 87 Manufacturer P N o ccccccecccccccscceccesccesecseceseceecessesscscessescesseessessecaeeatecsecnssessessee 81 Manufacturer Part Number o c ccccccccccccescssscessecessecssecessesess
130. lternate line colors can be set to make readability across long rows easier This option controls the appearance of the dropdown box records by alternating or not the color of each row Dropdown Column Widths Column widths can be set on the Item Master page Part Number dropdown box which shows the part s Type Title and Detail in addition to the P N The width of the Title and Detail columns matches the widths of those columns on the Show All list Widen or narrow the width of those columns on the list to adjust the column width on the dropdown Enhanced dropdown lists From the menu choose Page Enhanced Dropdown Lists The enhanced dropdowns take just a bit longer to open but offer more features including n mouse scroll wheel support n additional filtering depending on page n column sorting n adjustable column widths n adjustable column order n single or double click action Iter Master Vendor Manufacturer LALU 133 items P N Type PN Capacitor tantalum 35v 10 Capacitor tantalum 25v 10 Capacitor cer disk 50v Enhanced dropdown on the Item Master page List Pane The List Pane is the right side area on the Main Parts amp Vendors window When you wish to view data in a list or tree format you use the List Pane side of the window The view you actually see is dependent on which page tab you ve selected at the bottom of the screen Show All Assy Tree Parts List etc
131. lude 3 4 494 or 0 67 pounds of P N 9999 1 one inch round steel bar If the BUY page options are set to calculate for shortages only when compiling the Purchase List the program will first look for stock of 5678 001 and if short will then include the necessary amount of 9999 1 In summary from the previous examples n P N 1234 7 5 is Made From n P N 1234 is a Make item n P N 5678 002 is Made From n P N 5678 001 is both Made From and a Make item n P N 9999 1 is a Make item You can optionally show Made From branches EX EO on the Tree view of an assembly eui Assy Tree for 00 15296 02 4111 5 items P Show Subassemblies Only v Show Made From Branches 2 Metering g Panel fi Auto Set Column Widths 4 Driver a 1119 Confirm Drag and Drop on Assy Tree Standof p Font Motor hi 5 5 PS 4362 07 Standof 6 4 APS 2078 01 Screw Tree Settings menu The next time the tree is refreshed the setting will take effect Note Items P N s that make a Made From item cannot be deleted from the database Note To see what an item makes click the Makes tab at the bottom of the List Pane Creating a Made From Item On a part to be designated as a Made From item click in the Made From checkbox on the Control Pane Then click on the Made From tab of the List Pane Add press the Add button above the List Pane the appropriate item s from the Add Item dialog box Units of Measure User defined Use As a
132. lumns in Reports The grid column heading text color shows what columns will fit on a printed page Columns with black headings will be printed those that are grayed won t be The printed report can be set to Truncate Columns or Tile Pages to fit all the columns Make this setting from File Page Setup Choosing Columns to show Initially you ll see many columns in list view perhaps more than you need to see You can narrow the view to see only desired columns by going to the List menu and choosing Columns to Show and then checking only those columns you want to see from the Show Columns window S Main Window 035 Show Columns X E Saved View Cure e Parts List for Assembly P Use s mi 5 items P N _ Tiem dy us T ADE 1 1 es ype Title Detail Click the small button Reference m above the grid to open Referencelt Assy Order the Columns dialog Assy Sped Close Show Columns Dialog Some Grid settings are available from the Grid menu This one is for the parts list grid Parts List for Assembly P N 00 15296 02 KAL 5 items p This Grid Show Lines per Item Alternate Line Color a Wrap Text All Grids d Reposition to current row after Sort Font Row Divider Lines b v Column Divider Lines Tree View A whole product can be shown in a Tree View that visually shows the relationships between the top level and lower level subassem
133. m the Filter dropdown on the Tool Bar n On the List Pane just above the grid click the Filter By button Or from the main menu choose List Filter By Example A filter for the Item Master Show All grid displays only items that have the text Res in the Title field do not have the word carbon in the Title field and have a P N suffix of 473 This filter has been saved as Non carbon 47K resistors gt Filter By x Match Fields Include Exclude Compare Data or Field Field file 7 CC Contains res gl AA file 7 cor Contains carbon E UPN a JEnds with Jy 473 B El iNone aj e e Conans E None vy E C Contains 7 a Selected Filter Non carbon 47K resistors y Apply No Fiter f a DK Close Example of a Filter Tools Applying to Lists 145 Match When set to All only rows containing all filter conditions will be displayed When set to Any rows containing any one of the filter conditions will be displayed Fields All fields which apply to this list but may not appear on the list are shown in this dropdown box and are available for setting filter criteria Include Exclude This option determines if a record should or should not have the filter criteria of that row Compare The relationship of the field to the Data or Field can be selected from this dropdown Different types of fields e g date data true false allow different selections of relation
134. m Master The collection of all part numbered items in the database whether or not they are used on any assemblies Item numbers A numeric sequence of items on a parts list request for quotation or purchase order These numbers are often referred to on the assembly drawing that accompanies a parts list A list may be renumbered from the menu List Renumber All Items 220 Glossary Job A text identifier on each line item on Purchase Orders Used to retrieve amount spent on a project across several purchase orders From the PO page choose the Totals by Job tab below the grid Use the special Filter By dialog to narrow the listing by desired range of Job s and dates and order status All line items on a PO can be set to the same Job at once from the menu List Set Job Number for All Line Items Key The text entry that enables the edition of the program that you purchased Kit List A list of items required for a build of X units of product grouped by the assemblies they are used on Extended quantities for each item will depend on user choices for using available subassemblies from stock or not Last Calculated Assy Cost Saved last calculated cost of an assembly from the last time it was included in a Purchase List Last Calculated MadeFrom Cost Saved last calculated cost of a Made From item from the last time it was included in a Purchase List List Pane The right portion of the program s ma
135. manufacturers can be added to the database on the fly by typing the name on the Mfr line TOE 0 00 M a each 1 National Semiconductor Drop down List of Manufacturers Note Dropping open the list will force one of the manufacturers to be selected Choose a manufacturer P N that is already in the database or type in a new one on the fly Typing a new one will automatically link the manufacturer part number to the manufacturer showing in the Mfr cell To remove a manufacturer from this source link 1 Highlight the Mfr name text 2 Press the Delete key on the keyboard Choosing a Manufacturer P N Activities 081 Each Source link has its own set of Costs At Level vendor price breaks for each item Linking Items to Vendors The same links can be made from the perspective of any single Vendor When you have the vendor displayed in the control pane and you wish to specify one or more items available from them n Click on the Items Supplied tab at the bottom of the grid view If there are any items currently supplied from that vendor you ll see them listed To define a new source 1 Click on the Add button at the top of the grid A Link Items to Vendor dialog will appear listing the P N s in your database 2 Double click on an item to link it to the vendor A new entry will appear in the Items Supplied grid listing with fields that allow you to enter costs and other information as it perta
136. mation should be carried within the P N often depends on the nature of the business activity and what is important about the range of items encountered What to Leave Out Generally it s a good idea to keep any vendor specific information out of the P N If you change vendors you d have to change the part number Also leave out anything that specifies how the item is fabricated If you decide to make your lathe produced item on an automatic screw machine or refine it to be an upset forging you might want to have the flexibility to call it by the same part number presuming it s still a direct replacement If it s a finished part and not a raw material it s probably a good idea to leave out anything that says what kind of material it s made of Leave out any customer related job number unless everything your organization makes is custom built and you never have any overlap in the components you use which is rather unlikely What To Include Things you can include are codes that indicate the general category of the item fastener bracket spacer wire circuit board IC resistor coil piece of paper and its function You might also define what variations are possible value color and size Part Number Examples here are some sections prefixes and suffixes that often occur in part numbers gt n a prefix PPP to identify the general category of the item n afoot portion RRRR numerical to i
137. ments to positioning Include the name Avery in the Style Description for sheet labels Include the names Dymo or Seiko in the Style Description for single labels for those brands of single label printers These names will cause the Styles dropdown list on the Labels dialog to show the available choices for the respective printer selection The Label Height entry should be large enough to accommodate the rows but does not need to be the full physical label height measurement e If every 2nd label is blank reduce this dimension When Print Previewing if there is a dashed red line visible reduce the Label Width dimension and or the right margin to zero NOTE This utility permits adding new physical label definitions that correspond to printer supplies available for the respective printer types Making changes to the printed layout is available in the EX and ECO Editions of the program and is a separate operation using the Report Layout Editor See Customizing Reports and Labels next section Printing and Faxing 161 Customizing Reports and Labels BREI Parts amp Vendors includes a Report Layout Editor Users can modify the layout of any printed report modified report layout can then be shared with other P amp V users in your organization Modifications can include n Adding logos static images or graphics n Changing fonts n Changing colors n Adding labels or fixed blocks of text n Chan
138. mes to the database If so make an entry that is a drive letter to substitute for the one in the database entry so you can open or view the files _ __________s 224 Installation Multi User Disclaimer If you administrate a P amp V workgroup please READ THIS Parts amp Vendors uses the Microsoft JET Database Engine to open and manipulate its data files This program back end has proven itself by being part of Microsoft s own Access database program as well as part of thousands of independently developed data applications Over a period of years JET has shown itself to be reliable and robust Like many other programs multiple copies of P amp V can open a single data file in shared mode It is to the credit of the operating system programmers that this can be done in Windows and DOS and is almost like getting multi user operation for free However unlike larger more expensive client server systems JET does not just retrieve the records of interest Rather each copy of JET on each P amp V workstation opens the WHOLE database and brings the entire file across the network to work with it At any moment your workgroup P amp V data can be scattered across the network in memory at several P amp V workstations The integrity of the data file is therefore dependent upon well bahaved operation of the network and its associated P amp V workstations Ultimately a well behaved system is defin
139. ms from stock putting the items in bags bins tubs or whatever containers ate appropriate for transport to the manufacturing area To reflect the physical reduction of the stock for all items in the Kit List find the Adjust Inventory tool and the Kit button on the bottom of the Build page Inventory Valuation Parts amp Vendors provides two separate methods of calculating the value of your inventory Both are described in this section e Inventory Valuation Summary Report Sum of Column on Inventory Grid Inventory Valuation Summary Report From the Item Master Inventory grid choose File Print or File Print Preview From the this grid only after prompting for the report title you will be prompted to print a normal tabular listing or to print the Valuation Summary Choose No Choose report style To identify items that do not have valid cost information you can cause the report to list these items below the summary section Items Incomplete Source Data Ciel to Activities 123 The report below lists items with incomplete cost data If the user had selected No then only the header information would have printed Inventory List items with valid cost data Type Count of Totals differentitems CAT 2 495 94 PL 3 443 08 DWG 9 350 10 PS 37 596 25 MF 5 11 86 ALL 56 1 897 23 Printed 12 6 00 Page 1 of 1 CAT and PL Inventory Gty x Last Calculated Ass
140. mum P amp V Unsaved Filter Dropdown filter list on toolbar Filter By dialog and Toolbar dropdown list Status Bar Shows the status of current operation or if no operation is in progress it shows the operations the user can select depending on where the focus is _ _ _ Shortcut Keys Select All Esc to cancel Adjust Stock Change Copy from grid cell above Insert Date Delete Find New Print Refresh screen data Reduce Stock Save Copy to clipboard Cut to clipboard Paste from clipboard Undo Last View Next View Ctrl A Ctrl K Ctrl G Ctrl Shift Ctrl Ctrl D Ctrl F Ctrlt N Ctrl P Ctrl R Ctrl T Ctrl S Ctrl C Ctrl X Ctrl V Ctrl Z Alt Left Arrow Alt Right Arrow Main Window Activities Managing Items and P N s This section introduces some important concepts about items and assemblies that you should understand when working in Parts amp Vendors After introducing these concepts we ll then discuss how to use the Control Pane pages to edit and enter item assembly information Everything you track in your inventory is usually a part or is made from parts an assembly Within Parts amp Vendors each item must have a unique part number You can think of parts as the basic building blocks Once you have a parts list you can then add parts or entire parts lists to other parts lists building assembly subassembly trees any number of level
141. n at the bottom of the page ot n From the Keyboard press Ctrl N or n From the menu choose Edit New or n Click the New button on the tool bar On the New PO dialog specify a new PO number and click OK At the bottom of the List Pane click the Line Items tab At the top of the List Pane click the Add button On the Add Item s to PO dialog select one or more items and click Add On the grid edit the Quantities and other infor mation as desired Description Field Data The Description field for line items on an RFQ or PO contains relevant data from various parts of the database The user can specify what data is entered there when an item is added to the list 109 Click in the Description field or the P N field and a button appears Click that button to open the Line Item Description dialog box Line Item Description First Line Data Preference for first data on PO AFG line item Missing Mfr P N reverts to Vendor P N IRSA PIN Missing Vendor P N reverts to In House P N Specify the data to be included in the Description cell of each line item Applies when adding next item S j w InHouse P N always InHouse P N if not above Title Detail Vendor P N always Vendor if not above Vendor Desc Mfr Mfr P N always Mfr P N if not above Profile Size Footprint Weight SUIS ISS 1S 6 0 01 6 0 aaa
142. nanonononononnnonons 134 Scope of ECO COMO aiii dal 189 ooo 0242 SE ENGON x fs scsiseses vcvcuwedensevcsve nvascuveseuds cebusuadsa ceedesseta cdeseuacedvstessacide devises tdeteduendte 12 Search or Filter the Add Item listo ices ccccescssssecescecesssssessseesensveseesnessers 141 Secured Gata Hes ic E cei A did 181 Seiko Smart Gabel ye nine cal eR 158 s lectindividaaltiO NS id 40 Select Items on the Grid cooooococccnccconoccnnnnonnnonnnonanononccananon on cnn nc onnaronnnnanaranccrnnncnas 39 select more than One item cccccescessessseessscesceesseseseccessessssseccessteesencensesesness 39 Sepatate With Spaces siscsiccsivsvsrorsvsveretersssegsovenssvesssonsnsevsoieasectessevasvenctasedres stats 73 Sequence of Activities pianista 28 Set Departments for ECO Signoffs wee eccseseseseensseeecenensseseeceesensanseeeeees 191 Set Quantity Equal to Reference Designator Count cooccccccccconannnonononononanononono 74 Setting COSts fOr Parts rrollo ut ENE N rad 86 Setting the word ADVISE instead of a cost entry on a PO oe 114 A tt se sey candies deh steal evdesdedacends EOE 15 Setup PLO LAI 50 Ses NETESE ET E seehestys vogue vtvesvassstencepiessonsbors stuns 14 Sharing a Data Pl cia tits a eee ates 22 Shift cl e ne e loe a OL a 39 SUP PII AAALESS siii a a 17 shortages siii dis nes sass E EEn ste sath ETENEE SiE ASEE aet E oE TEET EESE 64 Shortt KEYS mirisete A E EE E O T SS 45 Showa Listen sist 42 Show Al a A e Ee e do 33 13
143. ncncnnnnnnos 35 NID VAS is e Ad ba de hha aoe endo Bla Slo tios 114 All Teemis with2 All Sout es 282th e RR i 84 alternate line colors ienna a R a a N aa 32 40 139 SPUR e a o e e ATE EN T2 Archive Report Formaten ocio 191 O AREETA E EEE ETA AE RAEE AE EEE ER A RA tet EE 16 AO Se ea Ai ee Ri Ate es ee A il 52 NN 72 AE id 52 Assembly Cost OPUOMs cutre tii rte debi 95 assembly tree iia 27 37 Assigning Part Numbers for Purchased Items 0 eee cseseseseseeceteeneees 46 Auitospenerate PO S anama E A E E Ei 108 Auto generate Purchase Orders coccccccnconoconononononononononononononononononononononnnononono 108 a 232 Auto generate Requests For Quotation ccmcnncocnnononinincnananonancnanononononcncnonancnos 86 a e Oth hos Matos Rete ld Bins Dont ad Glen a 51 52 B Backine Up eiii iia sde pis ci 26 208 Batcode Device Setup sisas 134 Biling Address iii adidas loci 15 Buld Paper dina 119 Building Product merindad di acti dicte 119 bulk inventory adjustments oo eeesesseeeseeeeseseeeeceeseseeceseceeeseeceseeeeeeneneseeeeees 121 Buy As ni deidad de 62 BUY pared 61 Buy Parera olaa 99 Buy DALE iii A ic bicis 95 Buy Level vendor price break oociconicicicinononcnnononennanaconinnonoccnnon anno no cnananin anno 83 o o e tes ele 91 BA A cas EA ne EE a 67 Br iaa 98 By Vendor micas aa 98 C CAD ta wines iia a i EESE a E A R ET EE E E Rie 69 Calculate Shortages Orly citrico ayiring 101 Gaps Lock sia aio 20 Caption iia 159 PA o a I
144. nd Buy As units are used to convert item quantities to appropriate numbers when creating orders gt For example wire and tubing may be used as inches in a product When purchased it is bought in increments of feet Other material may be used as each and bought as a bag of 1000 n The Units specified on the Item page is the default for new links to vendors n The Units of Measure specified on a Source may be changed after the fact and it will change for this Source only If you type in a Unit that is not yet defined in the current data file the program will automatically prompt you to define the new unit Adding New Units of Measure From the main menu choose em Units of Measure To add a new unit Scroll to record un and make new entry there _ UseAs HowManyIn gt gt BuyAs E feet 128 gallons 144 gross 304 8 feet reel To delete Click on record selector and press the Delete key Units of Measure How Many In gt gt is the conversion factor needed to calculate Buy As units from UseAs units when building the purchase list As is evident from the snapshot of the Units of Measure dialog box Qty UseAs HowManyIn gt gt Qty BuyAs To handle resulting fractions the Adjust Fractional Quantity dialog queries whether the user wants to increase the order quantity to the next whole number I ay Activities 63 After entering the new information and clo
145. nformation about an item Set the text for the caption in Edit Settings User Fields User1 and 2 can optionally be linked to a Parent P N V Vendor Currency the currency that any particular vendor uses Set from the vendor s currency tab on the Control Pane Vendor Master The collection of all vendors in the database whether linked to items or not Viewer A program separate from P amp V that lets you look at other computer files of various formats for quick 0224 read only access Set as many viewer programs as you use in Edit Settings Viewers Z Zoom A movable resizable text editing dialog available from the popup menu on the grid Glossary 0225 Limited Warranty LIMITED WARRANTY Trilogy Design warrants the media on which the Software is distributed to be free from defects in materials and workmanship and that the software will perform substantially in accordance with the documentation for a period of 90 days from receipt of the Product Any written or oral information or advice given by Trilogy Design s agents distributors or employees will in no way increase the scope of this watranty CUSTOMER REMEDIES If the Product fails to comply with the warranty set forth above Trilogy Design s entire liability and your exclusive remedy will be replacement of the media or at Trilogy Design s option Trilogy Design s reasonable effort to make the Product meet the warranty set forth above Thi
146. ng from Edit Settings Preferences This caption will show on listings and on printed reports 130 J ob Page The Job page is similar to the RFQ and PO pages JWB Company E J 4096 8 26 2005 9 15 2005 This pre production build uses the untextured prototype case moldings at customer request FEDX Economy v Ne change Cony Delete Specify a Client from the upper dropdown list Click New to create a new Job The Job has the same Suggest Next features as new P Ns RFQs and POs The Date Created is not automatically entered but with the cursor in the Date Created box press D or Ctrl to enter today s date As with other date fields the and keys will cause the date entry to advance or go back Client and Job Databases 0131 A Job consists of line items Tasks that can be items from the database or entered as Other for items or services not in the Item Master Show All Line Items Tasks DEM version customer provided badges and labels The first line of each task shows the P N of the item This can be edited if the P N does not adequately describe the item The Description field is populated with supporting data based on the Line Item Description settings Click in the Description cell A button appears Click the button to open the Line Item Description selection window where you can specify the data that is entered when a new line item is added
147. nipulating the information contained in yout lists Depending on the size of the file and the amount of activity this may range from weeklys to a monthly In multi user environments all other users must first exit from the data file being compacted as this utility requires exclusive use of the file See Ejecting Other Users next page From within the program choose File File Utilities Compact Or from Windows Start menu choose UICKBOOKS PFO re Microsoft Word MO dh WS_FTP Pro le E idors P Compact Data File rograms g Parts amp vendors Help Q Get Current Data File F Parts amp vendors Permission ECO Setup Utility A Tour of Parts amp Vendors EW Uninstall Parts amp vendors pi Documents 3 o E Settings Compact The program can be set to remind the user to compact Reminder the data file From the menu choose File File Utilities Remind to Compact When checking this menu item you can set the reminder interval in number of days We suggest compacting at least weekly I p Data File Maintenance Operations 209 Eject Other Users from Database 210 Administrators of Parts amp Vendors databases routinely need to have exclusive access to the data file to perform maintenance functions These include weekly database Compacting and daily Backup operations In a workgroup environment P amp V users sometimes leave their computers with the program running This impolite behavio
148. nitials or a name of the person who created or requested the item Notes Any information you want to enter about the part or vendor or for general comments Notes for Purchase Orders can be automatically entered from a file by checking the box and specifying the name of that file Edit Settings RFO PO Option Default PO Notes from text Copy Item Used to copy the currently selected item in the Control Pane with all its supporting data as a new part number Copy is useful for entering new items that are similar to existing items you only have to make minimal editing of specifications and don t have to type all the information Specify a new part number on the Copy As dialog and click OK If the item is a Parent P N the program prompts you to copy all of the Detail items as well If the item is an assembly Type CAT or PL the program prompts you to copy the parts list as well Activities 67 Copy Sources when Copying an Item In Edit Settings Copy P N set options for prompting to copy source records when copying an item Vv lv M M M a a a Ej Changing a Part Number on the Item Master page When a part number for any item is edited from the Item Master page the change will be effective wherever the item is used Deleting Item Records From the Control Pane Choose the item of expired interest n Click the Delete button or n From the menu choose Edit Delete or n On the k
149. not automatically reduce the QuickBooks Connection 175 176 inventory for that item in Parts amp Vendors This must be done manually in Parts amp Vendors Other Facts If a PO has a blank date a Pending PO in P amp V it will be set to today s date when sent to QB When sending an item to QB its cost will be formatted to 2 decimal places This may be fewer places than your settings in P amp V When sending a PO from Parts Vendors to QB costs can have up to 4 decimal places This may be fewer places than your settings in P amp V Data I O Functions Importing Exporting Data I O Functions Text data files whose columns are separated by commas or tabs can be imported When the data is separated by commas this type of file is commonly referred to as a CSV file comma separated values From the menu choose File Import The Import window has a wizard style layout that will lead you step by step through the process Note When importing Item data it is presumed that part numbers will be one of the columns in your data If this is not the case you can type part numbers into an empty column on the Import Data grid before processing the records Be sure to set the field for Part Number from the dropdown box above that column If the data that you are importing is an assembly you must specify the part number of the destination Parts List If you click the New button that record will be created Otherwis
150. nter other pertinent information and set tings Adding Items to Parts Lists 1 On the bottom of the List Pane click the Parts List tab At the top of the List Pane click Add From the Add Item dialog box select 1 or more items to add to the Parts List and click Add Note Begin to type the text of any item in the Past Find box and the grid will scroll to items that begin with that text On the Parts List grid edit the quantities for each item and enter any other information about each item s use in the Reference field If you want the list sorted by any particular col umn such as P N click on that column heading on the grid Add Items to a Parts List TES 0 1 du 36 pin break mg 3 Jumper prog 1 Case upper shel Resistor ww 5w Auth hot star IC RS232 driver Add Items Dialog The dialog box is shown with several items selected ready to be added to a parts list Adding an item to a list parts list line card sources items supplied and so on does not make a new copy of the item for that list Instead the program links the already existing item Renumbering Items As a result of adding and deleting items item numbers can get out of sequence You can renumber the item numbers for items on the list sequencing the items continuously from 1 to N Note Renumber only if no drawings or related documents refer to these item numbers 1 Choose the assembly on
151. ntly Your Data compartmentalized and represent only a fragment of File your total project Your Parts amp Vendors data file however contains hundreds or thousands of important details that may be important to many projects So it could be the most important file on your computer in terms of the time and frustration associated with reconstructing it if it is ever lost To back it up n From the main menu choose File Backup Specify a file name and click OK MINIMIZE YOUR RISK Back up often We suggest you back up the P amp V file at the end of everyday that you make any changes to the data At the very least copy it to the hard drive of another computer on your local area network At the very best copy it to removable media a rotating set that you move off site daily The Backup utility makes a straight un compressed DOS copy If you want a compressed backup get a good backup program and make it easy to use by putting a shortcut to it on your Windows desktop 208 Compact Database files are a bit different from text documents and other computer files When you delete items those items are marked internally as deleted but the space for them is still reserved Compacting your data file is similar to defragmenting compacting your hard disk drive and will assure best performance and quickest access to the data How often this is necessary will depend upon how many deletions of data have occurred in editing and ma
152. nufacturet s part number for the item Note When ordering an item its Type tells the buyer whether he should be looking for a drawing to accompany the order Non inventory items AW Artwork An item such as hard copy camera ready att a piece of film or diskette carried image or data that is required to make another item This is a non inventory item and is not a part of the final component or assembly on which it is listed E DOC Document A drawing or text document used to make another item or assembly including instructions inspection checklists etc It is particularly used for hard copy printouts that accompany a kit of parts to the manufacturing area This is a non inventory item and is not a part of the final component or assembly on which it is listed AW and DOC items can have sources and costs like any other items but are not included in the calculated cost of an assembly I Activities 053 Understanding Types New P N s are All have a Type created on the which determines Item Master page the nature of the DOCUMENT that describes the item Your Cat as expressed to YOUR customers 1234 001 CAT Power Panel Lists are always Type CAT or PL This one is the top level so we ve made it a Type CAT 2345 DWG Bracket This item is NOT a drawing It is an item that is defined by a drawing 2346 PS Wire 1124 PL Sub Panel Parts
153. numeric quantities will not be included on Purchase Lists since these items are considered to be supplies or supplemental materials and not components Reference Field Parts Lists include a Reference field for information about an item s use on that assembly Component Reference Designators are entered in that field For electronic assemblies this usually means R1 R2 C104 and so on as labelled on schematics Text Versus Memo Field There ate actually two Reference fields on all parts lists n A memo field which is large at approximately 64K A list cannot be sorted by the data in a memo type field n A text field which is 255 characters wide A list of records can be viewed sorted by the data in a text type field Separate With Spaces Parts List reference field data with entries separated only by commas or other non whitespace characters may result in text wrapping in unexpected ways on the screen and on the printed parts list This may also result in the printed report not expanding to show all the text in these fields n From the main menu choose List ReferenceDesignators Separate with Spaces Use this utility to prevent such problems It inserts a space after each comma or other non whitespace characters not already followed by a space for both the text and memo reference fields throughout the database Show Count For an accurate count reference designators C1 C2 R14 etc must be separated
154. olumns by going to the List menu and choosing Columns to Show and then checking only those columns you want to see from the Show Columns window Show Columns X ltem Qty Useds P N Type Title Detail Reference m Referencelt Assy Order Assy Sped a ra ra ra ra ra vz ral T F F Close Show Columns Dialog Comparing EY ECO The Compare tool is useful when you have Parts Lists OMLY similar assemblies and you want to see the differences or commonalities 1 From the main menu choose List Compare Parts Lists E Compare File When comparing Ignore Show Compare IV ltem V Gy 7 Ref m Y Ref t Differences Same se 4712 058 y 4712 050 25 Items 5 Items Differ 22 Items 2 Items Differ Item Qty PAN Title __ Beta 16 8 2480 103 Resistor ca 22 1 3771 01 Voltage 4100 01 Connector Compare Parts List Window 2 Select the parts lists to compare and set the com parison options 3 Click the Compare button 4 Double click on any of the resulting line items to jump to that item on its Parts List on the main window grid Managing Rearranging Items in subassemblies You can move Parts Lists single items or entire branches in the tree view as onthe Tree described in the section Dragging and Dropping Items View on the Tree on page 38 Adding Items Click the assembly to add items to then click
155. on in this manual that addresses use and limitations Where To This manual and the on line help system should answer Go For most of your questions and teach you the fundamentals Information of operating P amp V If you need further help there are other sources of information available Frequently Asked Questions FAQ s lists are available on the Trilogy Design website in addition to other resources you ll find there To look us up simply point your browser to www trilogydesign com Online in the User Area this address is on the back side of the gray card in the front of the manual you ll find free program updates a technical support database and a discussion news group You can also e mail questions to Trilogy Design at the following address support trilogydesign com If you need additional assistance you can call Trilogy Design for technical support Phone 530 273 1985 Phone support hours are 9am to 5pm Monday through Friday Pacific time Send faxes to Fax 530 477 9106 To use the on line help system or take a tour of the software and see some of its key features go to the Help menu and select one of the items Contents Search For Help On Tip of the Day Tour of Parts amp Vendors Register Trilogy Design on the Internet gt About Parts amp Vendors Help Menu Introduction 13 Installation In order to properly run Parts amp Vendors your system must meet these basic hardware an
156. on items 201 Createa new P N byECO osiitaniania nana 201 Show ECOs needing my signoff m ciccocincnninincnninnnncorionorincorinoncncananonn 202 Sign off an ECO for my department cccocincnnnnnnnnncnnnninnninacnanininnns 202 Add a comment to an ECO line item cece 203 Sign off an ECO for another department ccccceceseeseeeeeeeees 203 Edit an item s specification cseseceeeesessesseeessessenseseesseeneeees 203 Edita parts list ici oidor SASKA ESEA Siaa assi 204 Edit a MadeFrom list escarnio 205 Determine if item is on an open ECO cnccicconinonannnnnnncinnncinnncncincnnnn 206 Show all ECOs for a P N Vucccsccsssscsssscessscesseecsssecsssscesssceeseesseeaes 206 Show ECO department signoffs ss ssessssisssreessreessreessrssrressrresssees 207 Show all Items on Open ECOS cociccccincccnnnnninnnnnorinoncnnoncnnoncnnocaninnnnos 207 Data File Maintenance Operations occooooconnnnonnnnnnnonannancnncnnccncccannncnns 208 Creating a New Data Ple aE 208 Backing Up Your Data File wo ceceseesessesesseseesensseeseseeseneesensseeeaes 208 COMpact siaiunun aids EET 209 Compact Remindet socios circa 209 Eject Other Users from Databas sssinisisieiiininiiiisiiiisini 210 Maintenance EA TS 211 Replace Certain Formatted Data sss ssssssssessssessressreessriessrressrressrrsrressrene 212 Replace Character in P N Sui cias 213 Add a Source to a Family of leds cmcmiononoi aininiiicn ricos 213 Technical Information seesssssesseeesssoe
157. ononcononancnnaninns 79 CREATING DOUE E EEE E 79 Linking Vendors to temses 80 Linking Items to Vendofs sss ssssessssesssreessresrresssreesrrensrreesnreerresrressee 82 Manufacturer Patt Numbers iaaii a iin 84 Listing All Items with All Sources s ssssssssssssssssssessriessriessreessresrresssreess 84 ROHS fedt teSsnnne nanan a a a i 84 Setting Costs for Parts sccccccssssrvssorvasorvassrvacssccscsssvssscvsssessssevsvasonoasonoasonvasonves 86 Creating REO Sunat 86 Settirig REO OPptHONS ui poes 88 Entetino Costa cocodrilos abs 90 Calculating the Cost of Your Product o ccc cseseeesesssseesenene 92 COS Sumit ary DE Oa ao e RE E E e adeens dedavaes 92 Generating An Extended BOM Purchase List cesses 95 Ror the Entire Production 95 Foran Assembly neersit ia 95 Purchase list Generation iii ieii 96 Cost OPHONS sanacion 98 Quantity O pUONS isana isiin 101 Other Purchase List Options sss sssssssssisssresssessrtessrressrressrresreesrreess 102 Status A RR R R a 104 Ordering and Receiving ss ssssessssisssriessriessriessresrressntensnteesntresnreesnensrresre 106 Description Field Data sassis 109 Ordering Random Items Order This Item feature 0 112 Conivertinean REQ to a PO sc nido 112 Viewing Purchase Orders iseni n i 113 Updating Item Costs On a Purchase Order Only ee 113 Setting the word ADVISE instead of a cost entry on a PO 114 Entering Quantities for Received Items ccoccinoniccnnnonionenionenaninac
158. ormation is provided for users who prefer to learn the program by jumping right in and clicking around rather than reading the entire manual Here are the key concepts you need to understand and use the software Essential n P N part number is one of an item s key fields Concepts P N s in the Item Master the repository of all items can be reused on any number of parts lists assemblies Editing an item s specifications including changing its P N affects everywhere that item is used throughout the database n An item s Type CAT PL DWG PS AW DOC sets whether it is a list of items or an individual component Type also tells the user what kind of specifying document it has if any Le whether an order for an item must be accompanied by a drawing n An assembly tree a top level assembly plus subassemblies is created by adding an assembly to a parts list in the same manner that you add an individual component to a parts list You can build assembly trees any number of levels deep and see them all on the Tree n Each source for an item is represented by a record on the Sources grid Each source can have separate costs for any number of buy levels the vendor s price breaks You can have as many sources for each item as desired but check the Primary check box for the one that the program will use for automated compiling of Purchase Lists QuickStart 27 Sequence The following instructions pre
159. oup we suggest creating a central location folder on your LAN to save and share the RPX files for the various grids Open the report layout editor n Main reports button on Page Setup dialog n Labels button on Label dialog n ECO pending parts list On Edit List window choose menu File Report Layout Editor n ECO Archive reports On main window choose menu File File Utilities ECO Archive Report Layout Editor The report layout editor window looks similar to a drawing program Controls can be selected sized and moved with the mouse Click on an existing control on the report and notice that the properties list shows the values for that control A toolbar provides a quick way to apply Font properties Some tools and settings are available only on the popup right click menu including Border properties o _ _ AOAK Customizing Reports and Labels 163 E Report Editor Default Layout Eile Design Preview Normal gt Arial TF Do not apply Fonts TF Do not Move controls when printing txtPHSupplier Deserpti Custom Name txtPHSupplier Alignment 0 ddTxLeft BackColor BackStyle 0 ddBKTransparen E PageHeader El lg An gt abl v ENJ o g mal Sm 2 mm 44M me Description 2 22 CanGrow False CanShrink False ClassName Normal DataField POMSupplier Font Arial ForeColor E height 360 E GroupHeader1 E GroupHeader2 E Detail hy
160. p menu the control direction can be temporarily changed so that the line item on the grid drives the contents of the control pane page Control Pane The left portion of the main program window 218 Controlled A checkbox field to call attention to an item that cannot be changed on a whim Often relates to safety agency listing approval certification Cost At Level The cost for an item in BuyAs units at a particular quantity Cost Summary Screen display or printed report that shows a summary of costs associated with a single or multi level list that represents a product The Cost Summary is generated by the program at the same time a Purchase List is generated CSV Comma Separated Values A type of plain text data file where the data fields on each single line are separated by commas Currency The local or foreign monetary unit that each vendor uses to express its pricing your costs Current Cost cost field that is part of an item s database record Stands alone if there is no primary source link for the item If there is a primary source link Current Cost will be refreshed from that link D Dedicated Exchange Rate a vendor can use the Common exchange rate common to all vendors set for a particular currency and set to use the common rate or it can have its own dedicated rate usually specified by that vendor Delimited text A type of data file simply text where the data fields are usually s
161. perLink left 720 Tools controls are on the left The layout window is in the center For any control that is selected note the selection handles on the Supplier textbox in the illustration its properties are shown in the Property toolbox on the right Note the Checkbox controls at the top of the report layout editor window Do not apply Fonts Some reports have font selections on the Page Setup dialog To prevent these from being applied when printing or previewing check this box Do not Move controls when printing Some reports set column widths when printing To prevent this from happening check this box NOTE Reports printed from the one line per row grids automatically set the column widths to match the on screen column widths The above setting has no effect on this formatting process gt 164 Adding controls to a report Changing report captions or text Removing controls froma report General Choose a control from the toolbox on the left and place it in the desired section of the report designer Click and drag to set its rough placement and size on the report Then edit its Top Left Height and Width properties on the Property toolbox for precise placement Not all control types on the toolbox can be added to the report Available controls include n Image static graphic logo n Label static text n Textbox static text n Checkbox static c
162. proved signature line n Date Required FOB Shipping Acct hete you can enter default values for these fields Organization Addresses Telephone PAN Copy P N Purch Kit Lists RFQ PO Taxes U Preferences P L Viewer Programs C Program Files Adobe Acrobat 4 0 Reader AcroRd32 exe C Program Files Quick View Plus PROGRAM Q vp32 exe C WINDOWS Notepad exe If more than one program is listed here you will be prompted to choose which one to Add Remove use when clicking View v Use network Path or Drive when opening or viewing files JO Pv3 Browse MDELL24C y le JV Substitute Drive Letter Only Viewer and Net Path settings This page allows you to specify one or more utility applications for use when opening files from P amp V For example you might enter file viewers text editors or drawing programs The fields on the lower half of the page are used when your linked supporting drawing files are on a network drive and the path from your computer to these files differs from that of the other user who added them to the database Installation 19 Part Number Option settings Defaults related to how parent part numbers are handled can be defined on this screen n Copy Revision from Parent P N selecting this option causes P amp V to automatically set the revision field of all Detail child items to the same revision as their Parent P N when saving an
163. r interferes the above operations and if the user s computer is inaccessible locked office etc would prevent normal database maintenance The Eject feature forces other copies of Parts amp Vendors to close thereby providing the exclusive access needed Initiated from the menu File File Utilities Eject Other Users this utility causes a timeout prompt to appear on all other uset s P amp V screens enabling them to cancel the Eject action if they are working in the program After a brief timeout the originator of the Eject action is informed if Eject was cancelled However if no one is present at the other copy ies of the program they will exit from the database Maintenance Parts amp Vendors database is an open format file that can be manipulated with external tools such as Microsoft Access 2000 The following utitities are available to help keep things in order From the menu choose File File Utilities Maintenance Clear CRLFs from Job entries Refresh PLL from PL Assy index For P K lists Refresh PLL only before needed Replace Certain String Data Replace Character in P N Round Item Master CurCost LastCalcAssyCost Round Source CurCost Cost Run an Action SQL on Main Database Set all single sources as Primary Set blank or invalid Type to PS Set blank U M to Each 1 Each Set ECO Signoff Dept Columns for This File Set Stock Qty to Zero if Negative Set Stock Qty to Zero For ALL Items Tr
164. r page of the control pane under the Currency tab Common exchange rate applies to all vendors set to use the common rate Vendor specific exchange rate applies to this vendor only entered under the Currency tab on the Vendor page of the control pane Document exchange rate applies to an Issued Purchase Order saved with that order does not change when the exchange rate entries are changed Vendors cost entries remain unchanged by variations in the exchange rate Switching the display to local currency will show the changed costs resulting from a change in the exchange rate 150 Enter From the menu choose View Currencies additional currencies Currencies Enter as many currencies as needed Exchange rates may be entered and edited here Set a vendor s currency On the Vendor tab of the control pane select the Currencies tab Choose a currency from the dropdown list Set vendor to use the common exchange rate or its own dedicated exchange rate Currencies 0151 When viewing the Items Supplied grid for a vendor that has a foreign currency a currency header appears that permits selection of the currency displayed gt C USD EwoEUR 0 9411 Dedicated USD perEwoEUR 32 Title Dei Cost Primary VendarDese RFQDate AtLevel MuliplesOr Motor valve 12 vde E8 760 1 61 013 325 47 Buehler each Lat AT Matar near minizldude
165. refreshed after making a Purchase List that includes this assembly oo 100 Quantity Options Costs of items and subassemblies used in the calculations are related to the quantity being ordered which depends on the various quantity options These options are set on both the Buy page and the Item Master page Calculate for Shortages Only This option allows the program to take into account any existing stock of assemblies and items when calculating quantity requirements Increase Qtys for Over Kitting Each item in the database has over kitting options Item Master page Kitting tab to make an incremental increase in quantity to account for minor loss or spoilage in the manufacturing area To apply the settings for each item select the Increase Qtys for Over Kitting option on the Buy page Increase Qtys to Maintain Min Stock Each item in the database has a Maintain Minimum option Item Master page Stock tab Enter the Minimum quantity and check the When Ordering Maintain Minimum checkbox Minimum quantities can be viewed on the Inventory List Pane To activate set this checkbox on the Buy page Reduce Qtys by Items On Order When this checkbox is set on the Buy page the net quantities in BuyAs Units on the Purchase List will be reduced by quantities for each order status Pending Open Closed as matked on the Buy page A B Pending MO E rojos V Open CB Y Closed CE Order Qty Received
166. rer x 233401 Title Connector waterproof Detail 8 position rt angle bulkhead Type Status Revision Date es va A 6 5 2002 TF Parent P N Made From Units By I Controlled each sow Notes More Kiting Stock N A This is for the main umbilical lf GVI makes it be sure to tell them to use the new swage tool ASY21p A Stock 28 Cur Cost 7 450 New Change Copy Delete Click the down arrow button to open the filter list and then choose a filter When hiding the filter dropdown by clicking the funnel button again the filter will revert to ALL items In addition to the obvious text descriptions of an item all items in the database have a Part Number This is text that uniquely identifies the item Care should be taken to develop a useful part numbering system Enforcing Uppercase Text in P N Ensure part numbers have all uppercase characters by going to Edit Settings P N Options and setting Enforce Upper Case Text in P N Automating Part Number Creation Parts amp Vendors can suggest the next available Part Number based on existing Part Numbers in the current data file 1 Go to the Item Master page 2 Click on the New P N command button at the bottom 3 Choose the method that the program will use to evaluate the existing data then click Suggest For more information see Suggest Next Number Dialog on page 144 p n 550 0
167. rom the SumOfltems as the quantities were already calculated for a single top level item TotalAtLevel the cost of all items on a single subassembly SumOfltems plus the linked vendor cost for a single part CostEach of the subassembly The CostEach of the subassembly is determined by the Cost Options A total is listed for each subassembly and the top level item is the total of the cost of each subassembly total multiplied by the number of each subassembly on the top level item p us the linked vendor cost for a single part CostEach of the top level item ExtTotalAtLevel shows the total cost of each subassembly TotalAtLevel multiplied by the quantity of that subassembly used on the top level item The calculation of the quantity of a subassembly must take into account the quantity of the subassemblies it is used on and the quantity of the subassemblies that subassembly is used on all the way to the top level item Note There is only a single top level item so the TotalAtLevel and ExtTotalAtLevel of the top level item are the same Use Current Cost for Items with no Source It is possible for items to have no sources but still have a cost This option uses the cost filled directly into the cost field on the Item Master Generating An Extended BOM Purchase List Activities Generation of the Purchase List is one of the primary functions of Parts amp Vendors The Purchase List can be used as a simple materials
168. s Mfr Distributors Purchase Orders PO Show All Item Master On Orders Vendors PO s To 174 Send from the PV By ara Po Buid eco Control Item Master Vendor Manufacturer al Pa ne Northstar Fastomora Cut Ctrl x Addr 23347Be Copy Ctrl C Aubuin Ol Paste Ctrl Y Find Ctrl F eb Save Ctrl s Notes Cont__Go to Webpage Send Item to QuickBooks Mail USD Send E Mail Alternate Line Color Font From the Item Master page Vendor page or PO page QuickBooks Setup Suggestions Initially set up your QuickBooks company as a product based business so that it has all the capabilites items purchase orders etc you will need for using the data from Parts amp Vendors Set your own Ship To address from the QuickBooks menu Company Company Information Ship To Address button Limitations QuickBooks has limitations in data exchange through its program interface These limitations are not subject to override by the Parts amp Vendors program These limitations include no delete capability limited modify capability and no access to certain types of list and transaction data New tecords can be created in QB from P amp V but existing QB records are not subject to being updated by sending again from Parts amp Vendors Activities in QuickBooks do not automatically cause an update in Parts amp Vendors For example Sale of an item from QuickBooks does
169. s aa e ttle nett ed ed e dd 34 56 Detallitems tn S E eo trat at dl llo E tt EEE NA 57 Details stid ventral eb 56 Dal Brutos idas 79 Dialing COM POTG eenen ea e e a a e ide 16 Direction Indicator occnnconocionnnononnconncnnannonnnnnanononanan nro no nn non conan conan nero ncnnccnnannnons 41 Display a family Of tensa lit 58 Index 0235 Do mot apply Fonts asistir r e a dee ret 164 Do not Move controls when printing 0 eee ee eeeseeeeeeceneeeeenetetenenees 164 DOCE eT ed dd a td 51 52 A A O 52 Doc mentezchangetate noi r 150 Double Click Action ocoocnncononccnnncconaconnnnonnconnnonnnonnnronnnron nc cnn nconnnnnnnrona conc cnn nconnos 39 DIO aaa ta tte di 52 PWG V E N a a iaa 51 52 Dymo Lo e a e 158 E Each ECO Line Item Contains ccccccccscssetcsocssnsvececntsvsccstectscveesdevuesovesencvesooes 195 ECO department IA 207 ECO dO A nea ten Be ee ee cod eee ais 11 ECO Sequence stn Is 193 ECO Set S ia RUA eels 188 EGO S tap Ullastrell eatin acini ae 187 ETA CAOS tia 183 Edita Sern iaa ess 14 Editable columns a Dia ie 40 fa biak aA AE EREE E E PES A E EATE ERE SERTER TEN 11 Eject Other Usets usina oido 210 Enforce Upper Case Text in P N A 20 Engineering Change Order s ssssssssisesissesseereerrssrsstestesresrsstesresresressesresresresresres 185 Enon ecto CONTACE iuris di 86 Enhanced dropdown lists cooccicicinononcnnonononencnnononnononcnno non nnnonnnnan anno no nncnanananns 32 Enter Change istrict Ons iiccipevdi
170. s amp Vendors minimizes these limitations by operating most of its data views and listings in an unbound mode This means that the displayed data is detached from the main data file until the edits are saved to disk The writes to the data file are hit and run transactions and since they occur quickly there is less chance of a collision with another user If the write is unsuccessful the program waits for 1 2 second and tries again Occasionally you may get a message that prompts you to save again Refreshing Data As you move around in the program it will always automatically retrieve the latest data However because the displayed information is detached from the main file your screen may not immediately reflect a change that was made in the data file by another user if you are continuously viewing a listing n You can manually refresh the data at any time by clicking the Refresh button on the tool bar It has the snowflake icon The menu View Refresh also does the same thing n The program can also be set to automatically update the screen with the latest data as long has there is not an edit in progress and the main window is in its default Control Pane drives List Pane condition See Getting Started for a complete description of the window basics In the Settings Press F3 or choose Edit Settings Preferences to set an automatic refresh interval Since your own navigation will also refresh
171. s deep Parent Part Numbers identify families of related items Made From links tie finished items to intermediate or raw materials used to make an item E ECO er Part Numbering You enter Part Numbers into the system as text and they can be made up of any combination of alpha numeric and punctuation characters Why Assign Your Own Part Numbers For Purchased Items Chances are that sometime during the development or manufactured life of your product you will choose another source for various items This may happen because the item is no longer available or because you find a better source for it When this happens you don t want to have to update the basic documentation for your product By assigning your own part numbers you can n Maintain a beneficial separation between your product s documentation and the whims of your suppliers n Maintain a uniform system in your database so you can sort and select by information contained in your part numbering system And depending on the system you use you can make a wide range of items easily recognizable by P N only without a lot of descriptive text This can be very helpful to other people in your organization who have to use the information For Custom Fabricated Items Even if you have only a few fabricated parts it s still helpful to have some way of tracking them Part numbering is the best way of specifying an item because that P N refers back to your da
172. s limited warranty applies only if you return all copies of the Product along with a copy of your paid invoice to Trilogy Design within 90 days of the date you received the Product If Trilogy Design is unable to make the Product conform to the above warranty Trilogy Design at its option will refund the price paid for this Product Any replacement software will be warranted for the remainder of the original 90 day warranty period or for 30 days from the date you received the replacement whichever is longer NO OTHER WARRANTIES To the maximum extent permitted by applicable law Trilogy Design disclaims all other warranties either expressed or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose with respect to the Product This limited warranty gives you specific legal rights You may have others which vary from state to state Oo 226 NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall Trilogy Design or its suppliers be liable for any damages whatsoever including without limitation damages for loss of profits business interruption loss of information or other pecuniary loss arising out of the use of or inability to use this Trilogy Design Product even it Trilogy Design has been advised of the possibility of such damages Limited Warranty 0297 License Agreement Carefully read the following license agreement before installing this software By instal
173. sent the basic steps for of using this program Refer to the rest of the manual if you Activities need more detailed information 1 Create a new empty data file choose File New or open an existing one If you are opening a previous version data file P amp V will automatically start the conversion routine 2 Enter Item Specifications Create P N s for some of your items and at least one P N for an assembly Go to the Item Master tab called a page on the left side of the P amp V main window 3 Make a Parts List Add items to a Parts List to document the assembly On the Item Master page Parts List grid click on the Add button above the grid 4 Enter Vendor Information Create some vendor entries to serve as sources for the items This is done on the Vendor page 5 Specify Sources for Items Vendors can be linked to items on the Vendor page Items Sup plied grid or Items can be linked to Vendors on the Item Master page Sources grid Either approach results in the same item source relation ship Enter other supporting information such as man ufacturer manufacturer P N lead time etc 6 Set Costs for Parts Fill in costs on the Sources or Items Supplied grids or the costs can be entered directly on an RFQ that has been auto generated on the Buy page see appropriate sections in this manual 7 Calculate the Cost of Your Product Set the various cost options on the Item Master page and on the Buy page
174. seseecseseaeseees 33 Viewing Purchase Orders oneni eian e R E arcaicos 113 wisibilityOr tee Branch orere eene a D e ee nena a E T a S 38 Index 0245 W web address eccccccccccccssccssecessecssecescecsssecseceessessesesseceseecssecsseeessesseeesseceseseneeeseees 78 A EE E EEEE ETEA 35 What About ECO Numbers cccccccceccssscessccessececeessesseeesecsseecsseeesseeeeees 186 Why Use ECOS e e 186 AV AI a E D a ETEEN E EEEE TIAE A 157 Winfax SUPpPOL Eunice ne 118 Workine with Tremis ienie dad dido 46 WTR U E iS 139 Z ZOOM ERE a ea ee AS Be 111 ZOOM WANA O Wai ack eet a o eno et O ds LU 111 246 6475P4 Uilogy P O Box 2270 Grass Valley CA 95945 USA 530 273 1985 Fax 530 477 9106 info trilogydesign com www trilogydesign com
175. ships Data or Field If the Field checkbox is unchecked this column contains data If the Field checkbox is checked this column becomes a dropdown list of fields whose value is compared to that of the Fields column depending on the relationship selected in the Compare column Field A filter can compare the values of two fields To do so click the Field checkbox and then choose the second field to compare against The Compare dropdown list provides choices of Equal Greater Than and Less Than 146 Note On the PO page Totals By Job grid the Filter By button brings up a different dialog box allowing filtering by job number date and status Filter Totals By Job El Include Jobs C All M Job contains BK101 T Date between and Use Wildcard Characters Where Orders Are Unissued C All Apply Close Searching The Find dialog enables the user to locate a record based on certain data In the Entire Database 1 From the menu choose Edit Find or 2 Click the binoculars button on the tool bar or 3 Choose Find from the popup menu when right clicking on the Control Pane 4 Enter the text to search for and click the Search button In the Current Listing 1 Right click in the column to search 2 Choose Find from the popup menu 3 Enter the text to search for and click the Search button Tools Applying to Lists 147 Note If the Find dialog is open
176. sing the Units dialog box be sure to select it when returning to the specific record in question as it is not automatically entered Note Inventory quantities required quantities and shortages are saved and displayed at Use As units Only order quantities are converted to Bay As units User Fields The User fields are part of the Item Master record for each item These ten text fields 100 characters each can be used to hold any additional information about an item and can be captioned to identify the data These fields are available to display on various single line grids and reports by selecting them from the List Columns to Show dialog Kitting Stock N A Notes More Profile DO4 Size A Footprint 1115 P Weight Stock Bin E41 User 1 5 above Part of Item Spec Locked by Status User 6 10 below BuyerNote Panasonic OEM Tag no User8 User9 User10 Custom User fields can be used for any purpose User fields User6 10 are available that can be included on many listings like User1 5 or These 100 character wide text fields are part of the item master record but differ from User1 5 in several regards These fields are not locked by the item s Status Released ot Status Obsolete Permission to edit these fields in the EX and ECO Editions can be set separately from Item Spec permission For example a user with Buyer permission or Stock permission can be set to edit the data in these fields
177. ssiesissrssresresresrsnrenresreset 133 History of inventory adjustment 20 eeeseseseseceseessesesecesensseseeceesensaeseeceees 121 FLOW RO Sr atk eas hore hai a ee ia ee ai eo i 199 I TC OMS thse Soo Seidives NE 37 ERA e o o do ee ea aes ieee e rr nee es 66 O A na 100 Ti POLting eieae tens ate nce ibaa era deccteetaye MUA soit cel ved a aa a a 177 Increase Qtys for Over Kitting cece seseeeeseeseeeceeeeseeseseeeesseeseeeeeeees 101 Tris tall atio nd E EELEE ETETE PEREO ETETEA 14 LAS in ean a ERS 108 Inventory eri in r e E E tteen 34 Index 0237 Inventory Grid Sum of Column wee cece cece ceeeeseeeesesenesenetenenenees 124 Inventory Management ta diia 121 inventory management tools enncioniciccnnonnnnconononononononononononononononononononononanononos 121 Inventory V IUGG o a ea EEEE Inrena anar 123 Inventory Valuation Summary Report coccicicicicicnnononcnnononnnnoncnno conca no crono rannnnns 123 Item Hita ideo 42 Tem Number Order sursei arr aa dieras dede tersa 37 TtemuNumbets a Aaa 143 Ttems Suppl mien idad 82 Items Supplied prid mii triada its 91 items to be removed from stock eeeeeseeeeseseseseseeeeseeeseeeeeecesescnceeeeeecaeeeteeetes 119 J TODA iii pea 118 147 JOD UMD Io 86 108 Jobs ia Nile dal 131 Jump to any Found laa Eo 148 K Kat Mast acota 119 120 Kitts Opti ci lia 120 L Label captions diiniita 159 Label definitions adding New wo iessessesssssseesesseeeseeeeceseeeeseeceseeeeeeeeeneneeeeees 160 Label Line Pil
178. ssseerssseesseeesssoessseeesssossseeesssersseee 215 Lo Urasta ieran eee aE ae de E A E AA A iE 215 Command Line Parametets neninn oa EEE 215 Viewing Data with Microsoft ACCESS s ssssessssisssessreessrressreessresrreesreeess 215 GIOSSALY A E 218 Limited Warranty ccccccccssscccessceccessnsessssseccessescsnssesseseseensesessenseeoes 226 License Agreement ccssscccccccsssstccceesesseneceeesesseessessessseeeeeseeessneeees 228 THAD OK ON 232 eviii Introduction Introduction Parts amp Vendors provides a comprehensive database for engineering parts information and planning Like all databases Parts amp Vendors tracks information and allows you to look at data in different ways by relating key elements You can find parts or assemblies quickly group and analyze costs and quantities get summaries have calculations performed automatically generate Request For Quotations RFQs and Purchase Orders POs and then print your results You can even print labels for the items used in desired assemblies so you can track the physical parts themselves Manufacturing software like MRP Materials Resources and Planning is a necessary tool for managing the flow of production in a large company but falls short as a tool for engineering groups P amp V fills this gap by allowing engineers and engineering document control personnel to manage the information they need for real world prototyping kit building and getting products
179. st If there are many lines on the order you can use the Find dialog to find an item in the grid 2 Received All you have received the full Order Quantity for the item Click the ReceivedAll checkbox in the right most column on that row 3 Received a Partial Order you have received only part of the Order Quantity for the item Enter the quantity received in Buy As units in the RevePartial box in the right most column on that tow OrderQty Extension ob 150 163 50 E ssq J ie Right most columns of PO Line Items grid Activities e115 116 The program will prompt to adjust the Stock Quantity for that item When all items have been received the program will automatically insert the Date Closed for the order Confirmation will be requested before editing an order after it is closed Qty Received Shows the quantity received to date Setting RFQ and PO Options On the Edit Settings RFQ PO Options page the top items allow you to specify which P N Manufacturer Vendor or in house to lead RFQ s and PO s See Setting RFQ Options on page 88 The lower fields allow you to define several behaviors in REQ and PO s as follows n Update linked Source Cost when edited on a PO enables costs to be automatically recalculated n Default PO Notes from text file if checked the field on the right should be used to specify a text file that contains information
180. st data in this process The second shows the steps of building a purchase list Digi Key Corporation a ITEM MASTER Make Purchase List A A ee a 7 500 emo own 2 002 4 4 23 A 1455105 PS ES 0 cr Data and options used to build the Purchase List Purchase List Sequence of Calculations Gather item and quantity information from the assembly tree and compile a list with one row per P N with consolidated quantity requirement based on Overall BUY page Qty Options Number of units to build or buy for Notes More Kiting Stock Assy Cost 25 Minimum J Copy to Detal Y _When Ordering Maintain Minimum Sad Assy in Tree Purch Kit Lists de Assy P N on Purchase List ITEM MASTER Item Master Options for PL and CAT items Stock of finished subassemblies and individual items y Calculate Extras needed based on these P N specific settings Overkitting Stock 47 ITEM MASTER Notes More Kiting Stock Assy Cost Notes More Kiting Stock Assy Cost IV OverKit this item By For 2 C Each Top Assy Entire build en Ordering Maintain Minimum C Percent A IV Expand Assy in Tree Purch Kit Lists Count IV Include Assy P N on Purchase List Order to Maintain Minimum y Calculate quantity requirements in BuyAs units based on Murata Erie RPE12
181. st is gener ated on the Buy page for an assembly that includes this P N NOTE Not being inventory software Parts amp Vendors does not keep an average cost for each item in the database The value associated with an item is generally the last cost This is based upon the most recent refresh of costs from making a Purchase List on the Buy page For these values to be realistic be sure to have the cost Update options on the Buy page turned on when making real Purchase Lists and turned off when making Purchase Lists for hypothetical or blue sky costing scenarios You can optionally filter the grid to exclude items whose Status Obsolete Match Fields Include Exclude Compare Data or Field Field Status y Cor fis Exactly y D E g one X C Contains X L f None X C Contains X s c 7 7 None v Contains Ea Contains iz m a a a gt None X Selected Filter None 7 Save As Delete On the Inventory grid right click in the Cur Assy MFExtCost column not on the column header to open the popup menu Activities 125 Choose the Sum of Column item Sum of C dahl sink gl insul 24 AW 4 stripped and tin insulated 2 O ing anti rotat 14 41 The following prompt will appear Since the Cur Assy MFExtCost column is already extended by 126 N Activities the value of the Stock field for each P N choose Yes for straight Sum Add th
182. t a vendor s part number Parts List A list of items that comprise a single assembly The part number for the list represents the finished assembly PL Parts List Type An item that is a list of other items PS Purchase Spec Type An item that by definition has no drawing to define it PS items are entirely defined by the vendor s part number 222 Purchase List The extended bill of materials that includes all items needed for a build of N units of a product Purchase Order An order from your organization to a supplier for one or mote items The title Purchase Order implies a purchase commitment contract enforceable under the uniform business codes of commercial law Purchase Spec A printed report from the Parts window that shows an item s specs description and associated vendors R Reference A parts list field that refers to the use of a particular item on an assembly For electronic designs this is typically R1 R2 C1 U1 ete Released Status of an item that indicates the item s specifications are fixed not subject to changes on a whim Setting an item s status to Released in P amp V locks the item s specs To make revisions edit set its Status to Unreleased Repair Occasionally a power hardware or software glitch may the data file unreadable This utility attempts to fix these problems and restore the integrity of the data file Revision A letter or number that specifi
183. tabase which can then refer to other drawings and documents that add detail Tips For Better Part Numbering Systems There are almost as many numbering systems as there are manufacturing companies and while the complete topic of numbering could take an entire volume the basics are pretty simple Always remember to n Keep your system simple so it s easy to maintain n Have the part number definition contain only information that is really useful to the people who will use it A part number is not really a number at all It s text and can consist of combinations of letters punctuation and numbers At some companies Document Control Experts have favored simple sequential numerical part numbers that are issued sequentially and carry no meaning other than as an identifier for the item Their argument is that this system is easiest to maintain and won t have any particular limitations on representing items particularly as the number and item diversity grows Ie rua Activities 47 However most people who actually use part and assembly information usually favor an approach where they can tell what they are looking at just by seeing the part number on a list a label a packing slip or an order Such an approach is sometimes referred to as a smart numbering system and has the distinction of the part numbet s letters and numbers and sometimes their location as meaning something Choosing exactly which infor
184. tabase saved report layouts SHIP holds shipping methods for orders SU holds supplier vendor information oO oo 216 TASK holds the line items for JOBs UN holds units of measure data Technical Information 0217 Glossary A At Level The quantity in the BuyAs unit of measure that determines the qualifying price break The quantity must equal or exceed the AtLevel to use its associated Cost AW Artwork Type A non inventory item such as a film image that is used to make or mark an item in the database When included on a parts list an AW type item s cost is ignored B Buy As Units of Measure that are used to purchase items Examples each feet gallons tubes pounds kg meters rolls etc C CAT Type designator used for a top level assembly your organization s Catalog number for the product Within the program it is functionally identical to an item of Type PL We suggest that you assign CAT as the Type for your top level assemblies so you can filter and view them separately from the clutter of other subassemblies in your data Compact A process of clearing out empty space caused by record deletions in a database file This is similar to defragmenting and compacting a computer s hard disk and helps to optimize performance Control Direction On the program s main window the current record on the left control pane drives the contents of the right list pane From the grid s popu
185. the Add button to bring up a dialog box Refer to Adding Items to a List in this manual for further information I Activities 77 Specifying Sources for Items Definitions of Vendor and Manufacturer A vendor is a source of different manufacturers items A vendor may have a part numbering scheme for an item that is different from the manufacturer Creating Vendor Records On the Vendor page On the Vendor page click New Fill in the Vendor name and other information on the page Note When ordering directly from the manufacturer include the manufacturer in the Vendor list that is create a Vendor record for that manufacturer On the fly Vendor records can also be created on the Item Master Sources grid by entering a vendor name in the Vendor cell The new name will be entered into the database and its supporting information can be filled in later on the Vendor page Go To Web On the Vendor or Manufacturer page of the Control Pane right click to open the popup menu and choose Go To Web Page The program will launch your computers default web browser with the URL web address for the currently displayed vendor or manufacturer Buy Aro PO Build Eco Item Master Vendor Manufacturer Foothill Contract Assemblers Addr 10001 Crown Point Circle al Grass Valley CA 95945 Web www fca west com Notes Contacts Account Currency Contact 1 Bob Strombrowski Phone 1 530
186. tings To change the user s permission group membership either 1 From the User page choose the permission group from the dropdown list on that page or 182 Data Security 2 From the Group Membership page use the mouse to drag and drop the user name onto the desired Permission Group on the list Open a secured data file Upon opening a secured P amp V data file the program will prompt for a user name and password Both are case sensitive Open an unsecured data file When a data file has no permission features installed no login prompt will appear nor will permission management menu items be visible All users of the file have full editing access To see the current user login name Move the mouse pointer over the statusbar at the bottom of the main program window Log in as another user From the menu choose File Log in as Another User The login prompt will appear Edit indicators A user with limited permission will see certain menu items and controls disabled Text that is editable is dark blue text that is locked is black To change the color of editable text choose the menu item View Editable Text Color Editing on a Show All grid When a file has been secured editing on a showall grid will be limited to users that have permission in that area 183 184 Note Files that also have ECO features installed will not permit editing on the Item Master Show All grid except by a
187. tions can be enabled for lines where the value itself would not be self explanatory Label styles sheet e Avery 5160 1 x 2 5 8 3 columns e Avery 5161 1 x 4 2 columns e Avery 5162 1 1 3 x 4 2 columns e Avery 5267 1 2 x 1 75 4 columns e Avery 7160 7161 7162 and 7267 are similar but based on A4 sheet size Label styles singles For single label printers the style must be selected on the printer driver as well as in the program From Windows Printing and Faxing 159 Start menu choose Settings Printers Right click on the printer and choose Properties Dymo CoStar 30252 1 125 x 3 5 Dymo CoStar 30277 0 56 x 3 4 Dymo CoStat 30333 0 5 x 1 0 Dymo CoStar 30330 75 x 2 0 Seiko SLP 2RL 1 125 x 3 5 Seiko SLP MRL 1 125 x 2 0 Seiko SLP 2RLE 1 5 x 3 5 Seiko SLP 35L 44 x 1 5 Add New To add new label definitions or edit existing ones click Label on the Add Edit button on the Label dialog above Definitions The dialog below will open EjCreate and Edit Label Definitions Dymo CoStar 30252 1 125 x 3 5 Adding Editing Label Definitions 160 TIPS for defining new label choices Label definitions have the top text line flush with the top of the label and typically put the left dimension at the left edge of the label Field Left 0 Margin settings on the Label dialog offset the printed text into the body of the physical label Use Print Preview to confirm adjust
188. to market in a cost and time efficient manner Please note however that P amp V does not allocate inventory for future builds schedule labor resources or provide in depth inventory control For those functions you may want to use conventional MRP software Since P amp V is a database albeit a very specialized one it shares the usual data organizations that databases have Your data fi contains tables that contain records that contain fields which contain the data you enter In between these data groupings you can relate key fields that are shared among one another for example a part defined once can be used on many assemblies Due to its specialized capabilities P amp V has its own terminology and simplified way of tracking information one that mirrors the way engineering groups work These terms are defined as they are introduced throughout this manual and you can also check the glossary at the back of the manual for an alphabetized comprehensive listing of terms If you already have data in spreadsheets you can easily convert it to P amp V format by importing it as comma or tab delimited text See Importing later in this manual for more information In engineering we often relate items by projects assemblies and subassemblies by part descriptions and the vendors that make those parts We concern ourselves with how all these items affect the bottom line since cost of sale and time to market are important issues P amp V allo
189. urrounded delimited by quotation marks and separated by a specific character usually a comma or tab character Detail The second level description under Title for an item Usually used for value size etc Also the individual items in a family of items under a Parent part number ____ _ _ _ Glossary 0219 DOC Document Type A non inventory database entry used to represent a Document such as assembly instructions or an inspection checklist When included on a parts list a DOC type item s cost is ignored DWG Drawing Type An item that has some kind of a document to communicate its specifications This might be a dimensioned drawing a text spec sheet a picture or any other type of document E Edition This refers to the capability level of Parts amp Vendors SE or EX F FilterBy the P amp V tool that can narrow the selection of items shown in any grid listing by specifying multiple criteria for one or more data fields When viewing any listing click the FilterBy button above the list to open the FilterBy dialog Foreign Currency A monetary unit different from that specified in Windows Control Panel Regional Settings In P amp V foreign currencies can be added from the menu View Currencies Indented Parts List A printed report that shows by item number order all items used in a list tree from top to bottom The printout is indented as each deeper level list is encountered Ite
190. user with PVAdmin permission Note PVAdmin permission is considered to be an administrative maintenance permission level not an operating permission Revision Control ony Introduction Revision Control ECO Engineering Change Order One pos sible implementation of Revision Control An ECO system is an agreed upon layer of control that requires changes of item specifications be made by a prescribed and documented procedure This is the process 1 A new ECO document is created that states the reason for the changes the scope of what the changes will affect and then also defines in detail all changes to be made to all items and what the dispositions of remaining old revision items is to be After submitting and an engineer confirms that everything is correctly stated the ECO is Issued 2 The issued ECO is distributed to all relevant departments in the organization to inform them of proposed changes ALL departments are expected to respond sign off before the ECO proceeds to the next step When all departments have signed off the ECO is marked Approved 3 The approved ECO is then sent to drafting where a person will perform the drawing docu ment and database changes and or the creation of new documents and drawings Upon completing the changes drafting marks the ECO as Com pleted 4 The completed ECO is checked by an engineer who checks all documents in the scope of the ECO to con
191. ved all equal or exceed the order quantities Date Required The PO Date Reqd field is set as a text field by default so non date text such as ASAP can be entered The disadvantage of this is that a column that contains this data will not sort properly with normal date formats such as M d yyyy This results in orders like 1 10 2005 10 10 2005 2 10 2005 etc If the date format in the program and Windows is set to display as yyyy MM dd this will show the leading zeroes for months and days and this will sort correctly however this format is odd and not what people are used to and is likely to cause confusion 2005 01 10 2005 02 10 2005 10 10 To remedy this the Date Reqd field can be set by a PVAdmin user to use a true date field in the database thereby resulting in correct sorting in a column that contains this data The pure date field will not however accept text entries Delivery Reqd 9 17 2005 m Terms Text Type Field FOB Dest v Date Type Field Activities 107 Vendor Information The Delivery Required Terms FO B Names and Notes fields apply to all purchase orders for the selected vendot and the information viewed here comes from information entered on the Vendor page Default for these items can be set on the Edit Settings REQ PO Options page If the Default PO Notes from text file option is set the Notes field is automatically filled with the text of the file specified with t
192. w For that reason among others it s standard business practice to review a PO to make sure it says what you want to say before sending or faxing it Renumbering Items Sorting items on a PO or deleting and adding items can result in non sequential item numbers These can be renumbered See Renumber Items on page 143 PO Printing Options You can be prompted to select the shipping address entered on the Edit Settings dialog Addtesses page to appear on the PO Other selections e111 from the Edit Settings dialog box RFQ PO Options page affect the content of the PO Ordering Random Items Order This Item feature Initiated by clicking the popup menu item Order This Item from any listed item that has a P N reference For the P N on the item master choose Edit Order This Item Order Item 44818 11 Existing Sources for this Item Click to choose TL594CN Enter Qty and set Units to Units 1 740 show Cost at that level hs UseAs C iadi Put Item on Order Buys each 100 Oday 150 Immediately puts any vendor linked item on a Pending purchase order or if no order exists creates a new order for it without visiting the PO page Click on the desired Source to identify the vendor Enter the quantity and specify if this is for UseAs units or BuyAs units Then click the Put Item on Order button If there is no pending order the program will prompt for a new PO number
193. w All grids check the menu item View Allow Editing on ShowAll Grid 3 Dates can be entered in several formats Jan 2 2002 or 1 2 2002 or 1 2 2002 or 2 Jan 2002 pe A _ 40 4 Ctrl hold the Ctrl key while pressing the semi colon inserts the date 5 Ctrl Shift hold the Ctrl and Shift keys while pressing the single quote key on the grid copies the contents from the cell above the cursor into the cell with the cursor Control Control direction refers to how the Main Window Pane vs behaves when you re editing Although the default is for List Pane the Control Pane left side of the main window to drive Setting the List Pane the right side of the main window you Control can easily change it To reverse control direction right Direction click on an item of interest on the grid or tree and choose Show Item from the popup menu Show a listed item s specification z Parts List for Assembly P N 4712 058 han Master L al 41 25 items _ Ad Sja m 4712058 ee a Title Motor control Ble 2 each 4 Detail Bipolar 36v 4 amps z gach Zoom Text 5 Showing assembly P N for listing Bw RFQ Po Build Item Master Vendor Manufacturer VIAL 2304 01 y Title Power jack Detail PC mount right angle 2 1mm pin t 4 uf 25 items Popup menu Parts List for Assembly P N 4712 05B item ay ussas P Type ii 2 each 2304 01
194. ws you to analyze these factors by tracking the effects of differing parts costs when ordered in various quantity levels by tracking lead times and generating purchase lists that take into account what you have in stock and how it s bought And best of all P amp V delivers these tools directly to the engineer which is much more effective than having to derive such information from purchasing groups MRP systems and a variety of spreadsheets and custom databases Make Kit List Edit Kit List Vv Reduce Inventory for Kits going to Mfg department Assembly activity outside of program Increase Inventory for finished assembly returning to stock gt Save event in History list Sources Item Master gt Costs Vendors gt Line __ Assembly Tree s made from Manufacturers Card Item Master components reomp Mfr PINs vy AA Make Purchase List Edit Purchase List Update Inventory Update A E Generate RFQs 4 gt Generate POs a Edit RFQs Edit POs Enter vendor Enter updated Receive RFQ responses costs directly ordered directly on RFQ on PO items Parts amp Vendors
195. y edits to the Parent P N record n Revision is independent causes the revision field of detail items child items to remain unchanged even when the Parent P N revision changes n Copy Unit of Measure causes the Unit of Measure of Detail items to match that of their Parent P N when saving any edits to the Parent P N record n Units are independent Units for each Detail item can be set independently n Enforce Upper Case Text in P N s when checked text in part numbers is entered as upper case without regard to the setting of the Shift or Caps Lock keys s20 Installation a a ooling tock Bin ser ser 8 pe C User Field settings The User fields are part of the Item Master record for each item These ten text fields 100 characters each can be used to hold any additional information about an item and can be captioned to identify the data The caption text will appear on all corresponding column headings on screen and also on printed reports 21 Caption text is saved in the main data file so all users of a shared data file will see the same column headings The Userl and User2 fields have the additional feature that they can be linked to the item s Parent P N if any When linked by selecting the checkbox the contents of the field on the Parent P N will be copied into that field on each Detail child item when saving any changes to the parent P N record Multi User The P amp V so
196. your screen we suggest making this interval fairly long The default is 300 seconds minimum is 30 seconds Global and Local Settings for Multiple Users Most settings are local to each copy of the program only a few settings are Global common to the main data file Global settings include n User 1 10 field captions n User 1 2 options for being linked not linked to Parent P N n Organization information and shipping addresses n P N options for tabulated details of a Parent P N n Enforcing uppercase of text in P N n Date Text field types for PO Date Reqd File Paths Use Network Path Edit Settings Viewers Paths This applies to document files linked to P N s Files URLs grid when on Item Master page The files linked to items in the database may not reside on your computer The path to them from your computer may differ from the path to them from the user that added them to the database If so make an entry that is a path to substitute for the one in the database entry so you can open or view the files This setting is used when all document files are in a common directory Use Drive Letter Only Edit Settings Viewers Paths The files linked to items in the database may not reside on your computer The path to them from your computer may be the same as the database entry but that network drive may be logged onto your machine as a different drive letter from the user that added those paths and filena

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