Line Items - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

Technical evaluation checklists can also be assigned to inquiry line items when the request for quote is prepared. When the inquiry is approved, these checklists are copied to the quote details.

Technical evaluation checklists can be defined for idents on the P.10.43 screen. The checklists created on that screen are regarded as templates.

These templates are automatically copied to the inquiry line item when a requisition line item that requires a technical evaluation is assigned to the inquiry.

Apart from these automatic assignments, you can assign additional technical evaluation checklists to an inquiry line item on the Line Items sub-tab of the Tech. Eval. Checklists tab.

Select the ident from the LOV in the Ident Code field, and then select the pre-defined checklist from the LOV in the Seq field. The software will populate all the other fields with the pre-defined data. You can double-click in the Ident Code and the Seq field to open the P.10.43 Ident Tech Eval Cklsts screen.

Alternatively, you can select only the ident code from the LOV and define a new checklist by entering the sequence number in the Seq field, the descriptions in the Short Desc and Description fields, a file name in the File Name field, and/or a document code in the Document Code field.

The checklists created here are not added to the list of ident technical evaluation checklists defined on the P.10.43 Ident Tech Eval Cklsts screen.

When taking back the assignment of a requisition line item to an inquiry, the technical evaluation checklists for that line item are also deleted.

The ident code of the ident placed on the requisition line item is shown in the Ident Code field. The LOV in this field displays all requisition line items (idents) that have been assigned to the inquiry.

The Tag Number field shows the tag number, and the Commodity Code field shows the commodity code of the selected ident.

The sequence number used to order the technical evaluation checklists within a position and sub position is shown in the Seq field.

The technical evaluation checklist descriptions are displayed in the Short Desc and Description fields. The File Name field shows the name of the file containing the technical evaluation checklist. The Document Code field shows the name of the document referenced by the technical evaluation checklist, with its revision in the Rev field.

Instead of inserting single technical evaluation checklists as described above, you can copy pre-defined TEC sets (technical evaluation checklist sets) from P.10.43 Ident Tech Eval Cklsts. Select the ident code from the LOV in the Ident Code field at the bottom of the screen, and then select the TEC set from the LOV in the TEC Set field. Finally, click the Copy button to copy the technical evaluation checklists assigned to the selected TEC set to the inquiry line item. The Copy button is only enabled if you have entered an ident code and a TEC set in the suitable fields.

If a file name has been entered for the technical evaluation checklist in the File Name field, you can click the Open button to open this file.

This button only opens the technical evaluation checklist itself; it does not open any referenced document.

The Engineering Requisition field shows the number of the assigned requisition, the Pos field shows the position number of the requisition line item, and the Sub field shows the sub position number of the requisition line item. If project default ZR_PROCSEQ is set to Y, the Proc Seq field is displayed instead of the Pos and Sub fields, showing the procurement sequence.

The ident short description is displayed in the Ident Short Description field at the bottom of the screen.