In most cases, the Advanced Tab options can be left blank.  The system will operate fine without changing any of these options.


Advanced Options

Quantity Unit of Measurement

The unit of measurement that this Part Definition will be inventoried as. It will be added to the quantity that is displayed on the travelers, e.g. 10 wafers.

Part Record Unit of measurement

This will be the Part Record used in the system. 1 Bag(Part Record Unit of Measurement) = 25kg (Qty Unit of Measurement).  So the system will create 1 Part Record that has a Quantity of 25.

Qty Limit [This applies to non-discrete parts only.]

Maximum quantity per Part Record.  This can be used in more than one way.  

Example 1

For instance if you recieve 1000 screws, but you would like to store them in bins of 100, the system will record 10 parts.  Using this alone will simply split your total quantity as directed by the 'Qty Limit' setting.  Any remainder will go onto the next Part Record qty.

Example 2

If you would like your inventory to display the total quantity of parts within a receiving package, then follow this configuration.

  • Qty Unit of Measurement = kg
  • Part Record Unit of Measurement = bag
  • Qty Limit = 25
  • Receive By: bag

Resulting in a Part Record that contains a quantity of 25kg for each bag received (created).



Part Sequence Number:

This is used for custom UID sequencing.  

Parts Grabber Priority:

If there is an assembly that can use interchangeable parts, this option will give priority to a specific part when an operator begins to pull inventory items from the Parts Grabber dialog. 

If there is no preference then leave it blank.

The lower the number has a higher the priority, e.g. 1, 2, 3, 4.


Discrete parts are parts for which you want to have individual traceability. Any part with a serial number and with a quantity that is a multiple of 1 (e.g. not 0.05) can be considered to be a discrete part.

Some Examples:

  • A bag of nails, in this case you do not want to have individual traceability for each nail. So you will not check this checkmark. The system will still be able to trace nails to a specific batch.
  • A pot of glue, in this case the consumption takes place in quantities that can be fraction. So the check mark does not have to be checked.
  • A machined part with a serial number, if you want to be able to trace this part by entering the serial number, then you have to check this box.

More information about:

Part Label Format

If you would like to apply a physical label to your Part you can format a label.  This is done on the Document Definition form using a Document Type: Label


You can Categorize your Part Definitions

Inventory Flow Definition

You can choose to create a Flow Definition to receive parts as they come in from Purchase Orders.  These type of parts can be set up to get serialized when they arrive, labeled, inspected, tested, etc.  You can create several different inventory flows for different types or grades of parts.

Receive By

This will disply both values as defined by the 'Qty Unit of Measurement' and 'Part Record Unit of Measurement'.  When creating Part Records is will be received by this value.

Remove From Inventory Flow Definition

This pulldown can be used to select a Flow Definition that will take a part out of inventory (RMI, FGI, WIP, etc.)

Add name Values to Appear on Part Record

Name-Value (NV)

 You can select a Name-Value that will be displayed on the general page of a Part Record. 

For instance, you are recording serial numbers for all 'Widget A' parts.  If you add the 'Serial Number' NV here, it will be displayed on the General Tab when you open the Part Record.


This is the order in which NV's are displayed on the Part Record General Tab.

NV - Display

Displays the NV's currently selected for display.

Define Default Flow Definitions for State Changes

Part Type

This pull-down is a filter for the Flow Definition Listbox.

Flow Definition

By selecting a Flow Definition here, you will now have means of repositioning a Part Record to this defined 'Default Flow'.  It can be used to quickly move the Part Record to a 'On Hold Flow', a 'Retest Flow', etc.


Useful Links