SOP Revision Levels

SOP Revision Levels

HelpID: 502622103, 502622101, 502622040, 502622056, 502622053

SOP Revision Levels provides for tracking customer requested revisions levels of your products. It maintains a change history to record changes in the requested Revision Level, with a reason code for the change.

The Revision Level can be added to any existing modified SOP Report form.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to MODULE: SOP Revision Levels*.

This feature requires additional setup. Double-click on “MODULE: SOP Revision Levels*”.

Allow adding new Revs in Sales Transaction Entry: when marked, users will be able to add a new revision level on-the-fly from Sales Transaction Entry. If unmarked, users will only be able to enter/select existing revisions levels that were defined on in Customer-Item Revision Maintenance, or Item Revision Maintenance.

SOP Rev Level Label: When the Rev Level prints on a SOP Report (see below for adding it to SOP reports), it can be prefixed with the label entered here. For example, the label could be “Rev Level: “.

If no label is provided the report field will just show the revision level. In this case you might want to add a column header to the report for “Rev Level”.

Using SOP Revision Levels

When an Item is added to a Sales Transaction an Inital Rev Level will be recorded automatically, if one can be found.

SOP Rev Levels looks three places to find the Current Rev for an Item, in the following order:

      1. Customer-Item Revision Maintenance
      2. Item Revision Maintenance
      3. Item Engineering (if GP Manufacturing is installed).

Revision Levels for an Item on a Sales Line can also be manually entered based on customer input.

Customer Item Revision Maintenance

Navigation: Cards >> Sales >> Customer Item Revisions

The Customer Item Revision Maintenance is used to record the default Revision Level requested by the Customer for an Item. It also tracks a history of changes to that Revision Level.

Customer Number: Enter a Customer Number, or select one from the Lookup. The scrolling buttons at the bottom of the window will move sequentially through each Customer.

Item Number: Enter an Item Number, or select one from the Lookup. The arrow buttons on either side of the Item Number field will move through the Customer-Item Revision records for the selected customer.

New Rev Level: enter the Revision Level requested by the Customer.

Description: enter a description for the change to the Revision Level.

A Customer Item Revision is NOT required. If a Customer Item Revision is not available for an Item, SOP Rev Levels will look to the Item Revision Maintenance window (see below).

Item Revision Maintenance

Navigation: Cards >> Inventory >> Item Revisions

The Item Revision Maintenance is used to record the Revision Level history for an Item.

If GP Manufacturing is installed and SOP Rev Levels is enabled, the Item Revision Maintenance window must be used to enter/update the Revision Level as the Revision Level field will be locked on Item Engineering. Changes made to the Revision Level in Item Revision Maintenance will be reflected on Item Engineering. The Item Engineering window will always display the Current Rev.

MFG PowerPack from WilloWare includes PO Rev Levels, and has an identical Item Revision Maintenance window. Regardless of whether Item Revision Maintenance is accessed through GP PowerPack or MFG PowerPack the Item Revision information in the same table.

Item Number: Enter an Item Number, or select one from the Lookup. The arrow buttons on the bottom of the window move through all Item Numbers.

New Rev Level: enter the Revision Level for the Item Number.

Description: enter a description for the change to the Revision Level.

If Item Engineering Data is imported (such as through a PLM Adapter) and the Revision Level is changed in the Item Engineering table it will not be reflected in the Item Revision Maintenance. You must also add a record to the Item Revisions table with each update to Item Engineering. Please contact support@willoware.com for assistance.

Recording Revision Levels in Sales Transaction Entry

A Revision Level can be added to any sales line of any document type.

When a document is transferred, the revision levels for the transferred lines will follow to the new document. Once a document is transferred the revision levels are tracked separately on the originating document (i.e. the Order) and the new document (i.e. the Invoice). If changes are made to the revision level of an item on either document, no changes are made to the linked document. In other words, if a partial quantity is transferred from Order to Invoice, and the rev level on the Order line is changed, it does not flow-forward to update the Invoice line. At that point they are treated as separate documents.

Add, update, or view a Revision Level by clicking on a sales line, then select Additional >> Revision Level Entry (CTRL + 9). Pressing CTRL+9 will also open the window.

Revision Level Entry is also available from the Sales Item Detail Entry widow.

When a new sales line is entered, SOP Rev Levels will capture the initial revision level. The initial revision level is located as follows:

  1. Customer-Item Revision Maintenance. A Customer-Item Rev is used first, if one is found.
  2. Item Revision Maintenance. An Item Rev is used second, if one is found. If GP Manufacturing is installed it moves to #3. Otherwise NO revision level is recorded.
  3. Item Engineering. If Item Engineering has a Revision Level, it will be used last. If the Revision Level field is blank, NO revision level is recorded.

Current Rev: this field displays the Current Rev for the Item (from Customer Item Revisions, Item Revisions, or Item Engineering).

Initial Rev: this always displays the first Rev recorded for the line.

Ordered Rev: this displays the most recently entered Rev for the line.

New Rev: If Customer-Item Revisions exist, the drop-down box will contain a list of all Revs for the Customer-Item. If Customer-Item Revisions do NOT exist, the list will fill with Item Revisions (if they exist). Otherwise the field will be blank.

You can select a different Rev by selecting a Rev from the drop-down list. Or, you can manually type in a Revision Level. A manually entered Revision Level will be checked against Customer Item Revisions and Item Revisions to see if it exists. If it does not you will be warned, but allowed to continue.

Revision Inquiry

Revision Level Inquiry is available from the Sales Transaction Inquiry Zoom window, and Sales Item Detail Inquiry Zoom via the Additional Menu.

Report Writer

Revision Level can be added to any SOP Report Form by using the Report Writer User Defined function called rw_TableLineString. Follow the steps below to add Revision Level to any SOP Report.

Step-1: Create calculated fields to change the datatype of Line Item Sequence and Component Sequence to be currency. The rw_TableLineString function requires inputs for these two field using currency datatypes, but the fields are long integers. The following steps explain how to create the conversion fields.

 

  1. Open the SOP Report Form in Report Writer
  2. Select Calculated Fields from the Toolbox, then click NEW
  3. Name the field: cyLineSeq
  4. Result Type = Currency
  5. Click the FIELDS tab.
  6. In the Resources list, select Sales Transaction Amounts Work. Select the Line Item Sequence field.
  7. Click Add
  8. Click OK to save the Calculated Field.
  9. Select Calculated Fields from the Toolbox, then click NEW
  10. Name the field: cyCompSeq
  11. Result Type = Currency
  12. Click the FIELDS tab.
  13. In the Resources list, select Sales Transaction Amounts Work. Select the Component Sequence field.
  14. Click Add
  15. Click OK to save the Calculated Field.

Step-2: Create a calculated field for Revision Level.

  1. Select Calculated Fields from the Toolbox, then click NEW
  2. Name the field: sRevLevel
  3. Result Type = String
  4. Click the FUNCTIONS tab, click User-Defined, select Core = System, then Function = rw_TableLineString
  5. Click Add
  6. Add the Product ID
    1. Click the CONSTANTS tab, select Type = Integer, enter 5026, then click ADD.
  7. Add the Report Name
    1. On the Contants Tab, select Type = String, enter SOP, then click ADD. GP PowerPack is expecting the string “SOP”, do not enter the actual name of the report.
  8. Add the Document Number
    1. On the Fields tab, select Resources = Sales Document Header Temp, select Field = SOP Number, then click ADD.
  9. Add the Document Type
    1. On the Fields tab, select Resources = Sales Document Header Temp, select Field = SOP Type, then click ADD.
  10. Add the Line Item Sequence
    1. This is where you use the cyLineSeq created above. Click the Fields tab, select Resources = Calculated Fields, select Field = cyLineSeq, then click ADD.
  11. Add the Component Sequence
    1. This is where you use the cyCompSeq created above. Click the Fields tab, select Resources = Calculated Fields, select Field = cyCompSeq, then click ADD.
  12. Add the Data Control
    1. This is an integer that tells GP PowerPack which piece of data to return. In this case there is only one, Rev Level, so add an Integer Constant of 1. Click the Constants tab, select Type = Integer, enter 1, then click ADD.
  13. Click OK to save the calculated field.

Add sRevLevel to the modified SOP Form, and format as needed.

Using the technique above, Rev Level can be added to any report.