I want to have this status of Released /Unreleased status for parts.
This is just for information.
So when I make a certain part Unreleased, and you try to create an order, CETEC should give you a warning.
This field of Released/Unreleased should be visible for the part in sales and orders.
It should be a check box.
Is there a feature that can do this?
Good Afternoon Ossama!
So Cetec currently has a feature something like this, when at the part record Edit page you can set a part to ‘Inactive’. This would make the part unable to be placed on purchase orders or work orders. You would still keep the previous data from that part it would just be shown as ‘Inactive’
To do this you will want to go to the Part Record Edit page. Once there you will click the ‘Delete’ button this will set that prcpart as ‘Inactive’ and will even display this at the top of the Part Record. You also can still search through these ‘Inactive’ parts via the Part List report.
Would this work for your needs here?
Regards,
Cetec Support
This doesn’t help much I am afraid. Can we add a drop down in the part?
The way we have a drop down for RoHS status?
A similar option for released/unreleased would work for us
Hello Ossama!
So after looking at this and your last response the only option we have would be to add a ‘Bonus Column’ to the Part Record and tie that back to the Quote/Order line data. A ‘Bonus Column’ is just a custom field you can create in your instance to display more specific data you would need. Note that these Bonus Columns will not disable this part from being able to be added to any orders or shipped out as this is a custom field not tied to any parameters in the system other than what you set for it.
To add the Bonus Column you will need to go to Admin>Maintenance>Bonus Columns Cetec ERP. Then you will want to click into the ‘Part’ section and you can add a new Bonus Column. You will need to fill out the ‘Technical Name’ manually for this and the other Bonus Column needed to be created.
First you will want to add in your Bonus Column for the part level here Cetec ERP you can name it “Release Status” or whatever you would like.
Then you will want to fill out the Technical Name. (It is important to fill out the Technical Name for these Bonus Columns as the same so they link together.) Once you add the technical name you can click the ‘Add New’ button on the right hand side of the page.
Then you will want to go to the Bonus Columns area again (Cetec ERP) and click into the ‘QuoteLine’ section. Here you will add the Bonus Column and you will want to fill out the Technical Name EXACTLY as it was entered for the previous Bonus Column that you want to link it to. You will also need to fill out the field “Object Types To Pull Values From” and put in this field “Part”. This will link the Bonus Columns together and it will be a column option to view on the Quote/Order line.
This will not stop this part from being added to a Quote or Order, and it does not give you a pop-up warning message it would have to be set to ‘Show’ under the +/- columns section of the quote/order to have a visual indicator for that prcpart.
Would this help you at least get the visual indicator there, it wont have any system warning though. Let us know what you think.
Best Regards,