Status/Block

In this box you select the status for the part. You can also block the part or enter a message for it.

Status

Here you select the part's status. New parts will get a default part status 1-4 which is determined using the system setting Default part status for new part.

There are seven different statuses for a part. These reflects a part’s life cycle (and an additional status for inactive parts) as seen in the status stages in the table below:

Symbol Code Name
1 Quote
2 Prototype
3 New part
  4 Normal
5 New revision
6 Phasing out
9 Obsolete
99 Inactive

The different part statuses are fixed. It is not possible to add or delete a part status. The status of a part is shown, for example, on order rows. You can select by the part status in different lists.

If the part has status 1 (Quote) you cannot register a customer order or a manufacturing order for it.

If the status of the part is 3 (New part) or 5 (New revision), this will be printed on documents for purchase order and manufacturing order when the document setting called Show part status is activated.

If you enter status 5 (New revision) for the part, the entered revision comment will be shown in the Revision field on order documents when the document setting called Show rev. comment for part status 5 is activated. You configure the settings for those documents in the Document settings procedure.

If the part is set to status 6 (Phasing out), you will see a button with a dialog where you can enter which part will replace the part which is being phased out as well as which date the new part will replace the old one. The setting Continue consuming phased out part after valid date determines whether the part will be consumed regardless of end date or not. The setting Continue consuming phased out part after valid date is only available for manufactured parts if they are Stock driven in all warehouses. On the replacement part there is an information icon showing that this part is a replacement part. You cannot select a part with phasing out status as a replacement part. If a replacement part is added, the replacement part will be used on the manufacturing order instead of the phased out part when an order’s given start or end date is the same as or after the replacement date. This function affects the Net requirement calculationClosed You use the net requirement calculation to perform requirements planning based on the customer order backlog, as well as any existing sales forecasts. and the suggestion is created for the replacement and not the phased out part from the replacement date onwards.

When the phased out part is added to a customer order or a purchase order (if a replacement part and a replacement date are selected), a dialog window will be displayed stating that the part is being phased out and you will be asked whether you would like to use a replacement part instead.

In Part list, list type Phased out parts you can see all of the parts that are being phased out, which parts are replacing them, and when this is going to happen.

Please remember to set the phased out part as needs driven instead of order driven to ensure you do not receive too many parts.

If you enter status 99 (Inactive) for a part, it is no longer possible to modify any information on the part. In Monitor ERP it is normally not possible to delete old and expired parts if they still have dependencies, for example that they still exist on manufacturing orders. That is why you can deactivate such parts, where the order status is Historical. A part that is deactivated will remain in the part register but will not appear in the LookupClosed The Lookup feature is a powerful search tool which allows you to search and load information from large registers. You open the Lookup feature by clicking on the dropdown button or by using F4 on your keyboard. feature and are not available to register orders for. An inactive part is also blocked on new quotes, customer orders, inquiries, purchase orders, manufacturing orders, BOM and routing, and new serial number/batch number. You can reactivate an inactive part by using the Reactivate button next to the status field. You can deactivate parts by clicking Delete on the toolbar or in the Delete parts procedure.

Activity

In this field you can configure a block or a notification for the part.

The following alternatives exist for Block/Notify:

  • None/Cancel (default) – No block or notification will be shown, alternatively it has been canceled.
  • Notify – You can in a separate window select the events at which the notification/message will be displayed. It is mandatory to enter a message text. If you have activated this alternative you can use the button next to the field to open the window where you can see and/or change the events when the notification/message should apply. Below the field you can see who has created the notification and when. The symbol for Message is also shown next to the record’s field for code/number on the procedure’s main row.
  • Block – You can in a separate window select the events at which the block will apply. It is mandatory to enter a cause text. If you have activated this alternative you can use the button next to the field to open the window where you can see and/or change the events when the block should apply. Below the field you can see who has created the block and when. The symbol for Block is also shown next to the record’s field for code/number on the procedure’s main row. The record’s code/number is also displayed in red and bold font.

In the Block/Notify window, you find the Files button . Using this you can link files to the block or the message/notification.

If a cancellation has taken place you can see information about this below the field. The button to the right accesses an event log containing previous blocks/notifications.

In systems with the option Product configurator you can also choose to block or show a message on a part, this will then be shown when parts are selected in the configurator. It is not possible to save a configuration if a blocked part has been selected.