Header row
Part number
The part number is the primary information in the Part register and in the BOM and routing procedures. In this field you will see the part number that was most recently loaded. By using the Lookup feature, you can select another part number. If the selected part number is blocked, it will be displayed in red.
You can enter a new part number (alphanumerical, with a maximum of 20 characters) and leave the field using Tab in order to create a new part. You can also click the Create new button or press (Ctrl + N) in order to create/register a new part. In that case, a new part number will be assigned from the number series for part numbers in the Number series procedure.
A new record is highlighted by a green dot 
shown in the field. This dot will disappear when the record is saved for the first time.
Name
In this field you see/enter the name of the part. This field cannot be left empty. By using the button Translations 
you can translate the text to the different active languages registered in the system.
Part type
There are four different fixed part types in MONITOR G5 which you can select to use for a part you register. These part types are described in the table below. In addition to these four fixed part types there is also the part type called Subcontract which is automatically set on subcontract parts you create when there are subcontracts in the BOM and routing. Read about subcontract parts in the help function for the Subcontract parts procedure.
| Symbol | Type | Description |
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Purchased | You use the part type Purchased for parts which you purchase, for example raw material and finished components. The planning method for purchased parts can be either Net requirement or Physical. When using the physical planning method there is no control method and there is no requirement calculation for the part. Physical planning is for example used for consumable materials and so-called "bucket parts", where you manually check when it is time to buy more of the parts in question. When planning based on net requirement, the control method can be either Order oriented or Stock driven. An order driven purchased part is not purchased to be stocked. The lot sizing rule for order driven purchased part can either be Lot-for-lot or Linked requirement. When the lot sizing rule Lot-for-lot is used, one order suggestion is created per day for the total requirement/shortage of the part on that day. There might be requirements from several different manufacturing orders, customer orders, etc. When the lot sizing rule is set to Linked requirement, it means that one linked order suggestion is created for each separate requirement, for example a customer order or a manufacturing order. Then you can get several suggestions per day and you can only use the balance created form the linked order. A stock driven purchased part can be included in a manufactured part on a higher level, but it doesn't have to be. The lot sizing rule for a stock driven purchased part can either be Fixed order quantity or Period requirement. When fixed order quantity is used it means the part is purchased with the lot size the same as the part's order quantity. When period requirement is used, the part will be purchased with a lot size which corresponds to the requirement which has arisen within the period time. Purchased parts normally do not have a structure, so no structure explosion will be done at order registration and calculation. But it is possible for such parts to have a structure so it is possible to create manufacturing order or calculate as a manufactured part and when needed you can force an explosion. |
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Manufactured | You use the part type Manufactured for manufactured parts. The planning method used for manufactured parts is in most cases Net requirement, but it can also be set to Physical. When using the physical planning method there is no control method and there is no requirement calculation for the part. Physical planning is used when no requirements planning is needed, for example in small workshops where they manufacture as they sell. When planning based on net requirement, the control method can be either Order oriented or Stock driven. For manufactured parts this is made visible with different symbols for the part type, to make it easier to distinguish between order driven An order oriented manufactured part is usually the top level in a structure. It is not manufactured to be stocked. The lot sizing rule for order driven manufactured part can either be Lot-for-lot or Linked requirement. When the lot sizing rule is set to Lot-for-lot and the part is incorporated into a higher level part, then the part will be manufactured in the lot size that corresponds to the requirement of the higher level part. When the higher level part uses the rule Lot-for-lot, one order suggestion is created per day for the total requirement/shortage of the part. There might be requirements from several different manufacturing orders, customer orders, etc. When the lot sizing rule is set to Linked requirement, it means that one linked order suggestion is created for each separate requirement, for example a customer order or a manufacturing order. A stock driven manufactured part is manufactured for stock. The lot sizing rule for a stock driven manufactured part can either be Fixed order quantity or Period requirement. When fixed order quantity is used it means the part is manufactured with the lot size the same as the part's order quantity. When period requirement is used, the part will be manufactured with a lot size which corresponds to the requirement which has arisen within the period time. During the structural explosion in connection with registration of a manufacturing order, all included/incorporated part nodes (levels) with order driven manufactured parts will be exploded. For stock driven manufactured parts, only reservations will be created, in the same way as for purchased parts. When calculating, all nodes with order driven manufactured parts will be exploded and calculated for the selected lot size. However, for stock driven manufactured parts a calculation is loaded or made depending the lot size enter for the part, that is, the part's order quantity. But in both cases it is possible to force an explosion of stock driven manufactured parts as well. |
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Fictitious | The part type Fictitious is a part which does not physically exist. Stock updates are not made for fictitious parts, this means no stock transaction log is created. But it is possible to e.g. stock count the part and enter a balance which will then not be changed. In connection with purchasing and sales, you can obtain statistics for fictitious parts. There are different ways of using fictitious parts. During purchases and sales, a fictitious part can be used to create part lots, for example assemble kits. A BOM list (bill of material, material list) is configured for the fictitious part using the BOM and routing procedure. When a purchase order or customer order is registered, order rows for all the parts included in the fictitious part are generated. With the sales setting Show structure when registering orders on a fictitious part, you can in the part register determine that the material list with the included/incorporated parts should become possible to edit when the fictitious part is selected for a quote, customer order, and invoice. For example to add more included parts to a specific customer order. Using two system settings you determine that prices for fictitious parts should be shown on customer orders and quotes, and on purchase orders and inquiries. In that case, the fictitious part is shown with the price on an order row with row type 1. The included parts will be shown on underlying order rows with the price set to zero. Without the system settings the fictitious part will be shown at the top of a row type 4 (text row). The included parts are then shown with price on rows of row type 1. For manufacturing orders you can – by using fictitious parts – construct modules and supplements that are used to insert variants and especially adapted customer-specific structures. This means that the part's included operations and included material will be moved up one level and becomes the order row for the order. Fictitious parts most commonly have the lot sizing rule Lot-for-lot. With the system setting Merge same material from fictitious parts you decide if multiple material rows with the same material belonging to different fictitious parts should be merged in BOM (bill of material/material lists). With the system setting Leave fictitious parts in order's material list you decide if fictitious parts should be left in the material list (BOM) when the manufacturing order is created. These can thereby be displayed in different situations. If fictitious parts have comments and linked files, these will also be left in the BOM list. |
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Service | The part type Service is used for services. Services are handled in MONITOR G5 as parts. There are three sub-categories for service parts: Freight which is used for freight charges on orders, Alloy cost which is used for alloy costs on parts on orders, and Unspecified which is used for other services. |
Template
Templates determine certain default values for parts. By using the button Change template 
, you can change the default part template. Part templates are registered in the Part templates procedure. In systems where the option Tools and maintenance has been installed, these templates decide how tools should be handled.
Revision
Here you see the revision of the part. By using the button 
, you can add part revisions and select the active revision in a table. You can enter the date from which the revision applies.
Comment: This button opens a text editor you can use to write and format texts, insert images, signature, and hyper links, etc. When a comment/text exists, the symbol on the button will change from an empty speech bubble 
to a filled speech bubble 
.
Files: By clicking the Files button 
, it is possible to link different files related to a comment or an instruction for the record in question. When the setting Automatic printout is available for activation, you can choose to get the linked file automatically printed. Read more in the topic General features about how to link files, automatic printout, and where linked files can be automatically printed. If there are linked files, you will see this symbol 
on the button.
The active revision and its linked file are shown in the field on the main row.
Please note! The part’s revision and the revision of drawings (which you can add in the Drawings box under the General tab) are not the same.
Balance
Here you can see the part's total balance displayed with 6 decimals, for the warehouses selected on the toolbar of the procedure. Only one warehouse is selected by default. If Exclude balance has been selected for a location, a yellow exclamation mark will be displayed in the field. A tooltip also appears with information about the excluded balance and not excluded balance. This field is not available for parts of the type Service.
Unit
Here you see the default unit of the part. If there are more than one unit registered for the part, you can here select an alternate unit. The balance is converted to the selected unit according to the conversion factor of the unit. If you change the unit, all quantity values in the part register for the part in question will be changed into this unit, This means that not only the balance next to the field will be affected. It also affects Order quantity (the Planning tab), Disposable balance (the Planning window tab), Current balance (the box Stock → General), Sales prices (the Sales tab). The unit on customer links is not affected.
Enough for
In this field you see for how many work days the balance will suffice. This applies to parts with an annual volume entered in the Basic information box under the Planning tab. Enough for is the Balance divided with the Daily pace.
Earliest delivery date (CDT)
If you apply check delivery times (CDT) (this is activated using a system setting), you will see the field called Earliest delivery date (CDT) and the field TPT (CDT). These fields are empty by default, but you can see what the delivery date will be and the throughput time for the part by running a CDT calculation. This is done using the button Run CDT 
on the toolbar of the procedure.
The earliest delivery date for the part refers to if you were to register a customer order for it today. The combination of system settings for CDT, the loading situation in work centers, and the part’s order quantity, determine the earliest delivery date.
Throughput time (CDT)
The field TPT (CDT) shows the part’s throughput time in number of work days. This is a result of the earliest delivery date calculated by the CDT.
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