Part

Before You Begin
  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.

    • Prerequisite:

    1. Certainly, before creating a part, it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the customer.
    2. By Updating these master screens before creating a part, you ensure that the creating part process is efficient, accurate, and free from errors.

    Additional Info:

    1. Customer Master:
      • Keeping customer information current helps in selecting the right customer for the purchase order. This includes contact details, payment terms, and any other relevant information necessary for communication and coordination.

    1.1 Add Part

    Add a Part - Step-by-Step

    Step 1: Reach the Part Section

  • From the main Side menu, click on "Design and Development" then go to "Masters," and finally choose "Part" .This will open the Part Search page.

    • Step 2: Adding a Part

  • On the top right of the Part Search page, you'll see an "Add Part" button. Click this button.

    • Step 3: Fill in details

  • Customer: [Dropdown] (Mandatory) Choose the customer from the dropdown list. The customer added in the customer screen will be shown as an option.
  • Note:This field is multiselect dropdown so that we can select multiple companies against a single part
  • Project Name: [Text Field] (Mandatory) Enter the Project Name. The project name is the name of the project under which the part is being created.
  • Note:If the project is unknown, kindly mention the part name.
  • Part Name: [Text Field] (Mandatory) Enter the Part Name .
  • Part Number: [Text Field] (Mandatory) Enter the Part Number. The part number is the unique number of the part.
  • Part Revision Number: [Text Field] (Mandatory) Enter the Part Revision Number. The part revision number should be unique for the part.
  • Note:A part can have the same part number with different revision numbers . The combination of a Part number with its revision number is unique
  • Part Revision Date: [Date Field] (Mandatory)The current date shall be automatically designated as the part revision date. However, should the need arise for alteration, such adjustments can be made in accordance with the specific request.
  • Part Drawing Number: [Text Field] (Mandatory) Enter the Part Drawing Name .
  • Part Drawing Revision: [Text Field] (Mandatory) Enter the Part Drawing Revision.
  • Part Drawing Revision Date: [Text Field] (Mandatory) Enter the Part Drawing Revision Date .
  • [Your Organization] Code: [Text Field] (Mandatory) Enter the Internal Part Code .
  • [Your Organization] Code Revision: [Text Field] (Mandatory) Enter the Internal Part code revision
  • [Your Organization] Code Revision Date: [Text Field] Enter the Internal Part code revision Date.
  • Select Category: [Dropdown] (Mandatory) Select the category for which the part belongs to.
  • Material Spec: [Text Field] (Mandatory) Enter the Material Specifications of the part .
  • Unit of Measurement: [Dropdown] (Mandatory) Select the unit of measurement .
  • Casting Weight: [Number] (Mandatory) Enter the casting weight of the part.
  • Part Weight Unit: [Dropdown](Mandatory)Select the weighing unit of the part.
  • Resourcing/NPI project: [Dropdown](Mandatory) Select the type of resourcing on the part.
  • Note:NPI - New Product Introduction , Resourcing is a part already existing
  • Minimum Stock Level: [Number](Mandatory)Enter the minimum stock level for inventory detail.
  • Safety stock: [Number](Mandatory)Enter the safety stock for inventory detail.
  • Unit: [Dropdown](Mandatory) Choose the unit of measurement of the inventory detail.
  • Job Type: [Dropdown](Mandatory) Choose the job type of the part.
  • Prefix: [Text Field](Mandatory)Enter the prefix for the part.
  • Note:The prefix given here is used for generating serial number in part barcode.

    • Step 4: Save or Clear

  • Once you have entered the details, you have three choices:
  • Submit: To retain the information, select "Submit". This action will include the part with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer (Edit Part)
  • To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
  • Going Back: If you change your mind and don't want to add Part, click "Cancel." This takes you back to the Part Search page.

    • 1.1.1 SUB TABS

    After clicking the "Submit" button, a number of sub-tabs will appear, including:

  • Child Part :This sub-tab will allow you to input the Child part details of the part.
  • Standard Reference: This sub-tab will allow you to add the Standard reference part .
  • CSR(Notes): This sub-tab will allow you to add the CSR(Notes) for the part.
  • Revision Amendment: This sub-tab will allow you to add the any Revision Amendment for the part.
  • Stage & Status: This sub-tab will allow you to add the CSR(Notes) for the part.
  • Image: This sub-tab will allow you to add the images of the part.
  • Part Domain: This sub-tab will allow you to add the domain of the part.
  • HS-Code: This sub-tab will allow you to add the HS-Code of the part.
  • Supplier X Part: This sub-tab will allow you to add the Supplier X part for the part.
  • Tax: This sub-tab will allow you to add the tax for the part.
  • Price: This sub-tab will allow you to add the price for the part.
  • RFQ/MBQ: This sub-tab will allow you to add the RFQ/MBQ for the part.
  • Other Charges: This sub-tab will allow you to add the other charges for the part.
  • Part Process Group: This sub-tab will allow you to add the supplier, raw material and the process for the part.
  • Please fill out the necessary information in these sub-tabs to complete the part profile.

    • 1.1.1.1 Child Part

    Step 1: Adding a Child Part

  • Part Number : [Text Field](Mandatory)Please input the part number that is intended to be used as a subpart for this specific parent part.
  • Revision : Please input the part revision that is intended to be used as a subpart for this specific part.
  • Quantity For Assembly : [Number] (Mandatory) Enter the quantity of the child part that is utilized for this specific part.
  • Important Note: Prior to submitting Address, ensure that all mandatory (*) fields have been filled
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.2 Standard Reference

    Step 1: Adding a Standard Reference

  • Standard Number : [Text Field](Mandatory)Please input the standard number that is intended to be used for this specific part.[Refer 5.1.3]
  • Revision Number: [Text Field](Mandatory) Please input the standard revision that is intended to be used for this specific part.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.3 CSR Notes(Customer Specific Requirement):

    Step 1: Adding a CSR Notes

  • Note Number : [Text Field](Mandatory)Please input the note number for this specific part.
  • Customer Specific Requirement (Notes): [Text Field](Mandatory) Please input the customer specific requirements for this specific part.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.4 Revision Amendment

    Step 1: Adding a Revision Amendment

  • Revision Number : [Text Field](Mandatory)Please input the revision number for this specific part.
  • Revision Description : [Text Field](Mandatory)Please input the revision description for this specific part.
  • Revision Date: [Date](Mandatory)Please select the date on which the revision was executed.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.5 Stage and Status:

    Step 1: Adding a Stage and Status

  • Part Status Type : [Dropdown](Mandatory)Please select the stage type for this specific part.
  • Part Status : [Dropdown](Mandatory)Please select the stage for this specific part.
  • Date: [Date](Mandatory)Please select the date on which the stage was executed..
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.6 Part Image

    Step 1: Adding a Part Image

  • Remarks: [Text Field](Mandatory)Please input the remark for the image..
  • Select Part Support Document Type: [Dropdown](Mandatory)Please select the type of the support document that is to be uploaded.
  • Choose the file and upload the file of the selected type in the choose file option. This is mandatory.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.7 Part Image

    Step 1: Adding a Part Image

  • Domain: [Dropdown] Select the domain of the specific part.
  • Select Part Support Document Type: [Dropdown](Mandatory)Please select the type of the support document that is to be uploaded.
  • Choose the file and upload the file of the selected type in the choose file option. This is mandatory.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.8 Supplier X Product

    Step 1: Adding a Supplier X Produc

    Fill out the following fields in Supplier X Product:

  • Supplier: The "Supplier" field is used to specify the supplier of the product. Enter the name or identifier of the supplier providing the product.. This is a mandatory field.
  • Product Brand : Enter the brand name associated with the product. This helps identify the specific brand or manufacturer of the product.
  • Price: The “price” field, input the cost or price of the product offered by the supplier. It's the amount you need to pay to purchase the product. This is a mandatory field.
  • MBQ (Minimum Batch Quantity): The MBQ is the minimum quantity of the product that you need to order from the supplier in a single batch. This ensures you meet supplier requirements for ordering.
  • Lead Time in Days : Enter the number of days it takes for the supplier to deliver the product after you place an order.
  • Is Preferred Supplier (Y or N Only): Choose either 'Y' or 'N' to indicate whether this supplier is preferred. If the supplier is preferred, it means they are a preferred choice for sourcing this product. If Yes ('Y'): Move to the "Preferred Supplier Percent" field. If No ('N'): Move to the next field.
  • Preferred Supplier Percent : Specify the preferred supplier percentage. This could be a numerical value indicating the proportion of your orders you wish to source from the preferred supplier.
  • Effective Date: Indicate the date when the specified price becomes active, initiating the applicable period. This is a mandatory field.
  • Expiry Date: Choose the date when the specified price loses its validity, concluding the applicable period.
  • Important Note: Prior to submitting Places, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.9 HS Code

    Step 1: Adding a HS Code

  • Country Code: This field is used to input the specific code that uniquely identifies a country. It helps classify and differentiate between different countries involved in trade or business activities. This is a mandatory field.
  • Commodity Code: In this field, you enter the code that represents a particular commodity or product. This code helps categorize and classify goods for various purposes such as taxation, trade, and regulatory compliance.This is a mandatory field.
  • Commodity Effective Date: This field involves selecting or inputting a date that marks the start of a particular commodity's validity or applicability. It signifies the date from which the associated commodity code becomes active.This is a mandatory field.
  • Commodity Expiry Date: Similarly, this field involves selecting or inputting a date that indicates the end of a specific commodity's validity. It designates the date beyond which the commodity code is no longer valid or applicable.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.10 Tax

    Step 1: Adding a Tax

  • CGST:These abbreviations stand for Central Goods and Services Tax (CGST).They are applicable for intra-state transactions within India.
  • SGST: These abbreviations stand for State Goods and Services Tax (SGST) They are applicable for intra-state transactions within India.
  • IGST: Stands for Integrated Goods and Services Tax. It's a tax levied on the supply of goods and services that involves movement across state lines within India.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.

    • 1.1.1.11 Price

    Step 1: Adding a Price

  • Currency:Choose the currency in which the price of the specific part is denominated
  • Part Type: Choose the type of the part.
  • Price: Enter the price value of the part.
  • Effective Date: Indicate the date when the specified price becomes active, initiating the applicable period. This is a mandatory field.
  • Expiry Date: Choose the date when the specified price loses its validity, concluding the applicable period.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.12 RFQ/MBQ Value

    Step 1: Adding a RFQ/MBQ VALUE:

  • RFQ Volume: Enter the RFQ Volume value.
  • Min Batch Quantity: Enter the value of minimum quantity in a batch.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.13 Other Charges

    Step 1: Adding Other Charges

  • Status Type: Select the status type from the drop down for what type of charges is to be applied for the specific part.
  • Value: Enter the value of charges applied for this part.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.14 Part Process Group

    Step 1: Adding Part Process Group

  • Supplier: Select the supplier from the drop down for which supplier
  • Raw materials : Select the raw materials which is been used for the processing the part.
  • Process : Select the process to be done for the part from the dropdown .
  • Price : Enter the price of the process.
  • Effective Date: Indicate the date when the specified price becomes active, initiating the applicable period. This is a mandatory field.
  • Expiry Date: Choose the date when the specified price loses its validity, concluding the applicable period.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.2 Search Part

    Search a Part - Step-by-Step

    Step 1: Start Searching

    On the Part Search page, you can search in different ways:

  • By Customer Name: Select the Customer from the dropdown.
  • By Part Name : Type the part name.
  • By Part Number :Type the part number.
  • By Drawing Number : Type the drawing number.
  • By DMeXPro Release Code Number : Type the DMeXPro Release Code Number.
  • For All: If you don't have a specific detail , just click "Search" to see all parts.

    • Step 2: See the Results

    After clicking "Search," you'll see results:

  • If you search by specific data, you'll find the matching part.

    • 1.3 Edit Part

    Edit a Part- Step-by-Step

    Step 1: Find Part Edit

    Step 2: Start Editing

  • On the Part Search, you can edit Part:
  • Click Search: Press "Search" to find the Part you want to edit.

    • Step 3: Edit Details

  • After searching, you'll see the Part you want to edit.
  • Click "View/Edit" next to that Part Number to reach the Edit Part page.

    • Step 4:Update Info

  • On the Edit Part page, you'll see existing details.
  • You can make edits to your entry and then proceed to submit it.

    • Step 5:Save Changes

  • After editing, review your changes.
  • When you're ready, click "Submit" to save the updates.

    • 1.4 Cloning of Part

    Cloning a Part Order- Step-by-Step

    Step 1: Find Part Edit

    Step 2: Start Cloning

    On the Part Search, you can search Part

  • By Customer, Part name, Part number, Drawing Number, DMeXPro release code.
  • Click Search: Press "Search" to find the Part you want to clone.

    • Step 3: Clone Details

  • After searching, you'll see the Part you want to clone.
  • Click "View/Edit" next to that Part Number to reach the Edit part page.
  • Click the "Clone" button on the top left corner of the Edit Part page.
  • On the Clone part page, you'll see existing details.

    • Clone Part

  • On the Clone Part page, you'll find the existing details of the part you're cloning.
  • Change details that you like to change for this Part.
  • Change the Revision of the Part .
  • Note:The combination of the Part number and the Part Revision should be unique, so that the cloned Part remains with the same details (that includes the sub tabs data) of the original part with a different revision number .This safeguard will enable the proper tracking and differentiation of each part and its associated Parts.
  • If the cloning is done then , Click the ‘Clone Po’ button to submit the changes

    • That's it! You have learned how to ADD, SEARCH, EDIT, CLONE a Part using the DMeX app. If you need help, contact the support team.