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

Intergraph Smart Materials Classic Help (2020)

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English
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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Documents tab, you can see all documents that have been attached to the selected object. A document can only be assigned once to an object. You cannot attach the same document with different revisions.

Documents can only be attached to an object as long as this object is not approved. After approval, no more changes can be applied. Therefore, the screen is opened in query-only mode once the object has been approved.

If the project default ZR_UPD_DOC is set to Y, you can insert or delete attached documents on requisitions or requisition line items that are already approved or released to procurement. These modifications can only be done if no higher supplements exist for the requisition or the requisition line item, and if the attached document does not have VDRs attached.

Changes to the attached documents of a requisition or requisition line item will increase the MR revision of the requisition.

You can use a document as a document package and attach vendor data requirements (VDRs) to this package.

With the radio group on top of the tab, you can control whether data on the Documents tab is displayed independently from the data on the VDRs tab.

If the Only Documents option (default) is selected, data is shown independently from each other; that is, if you assign a document to an object and a VDR to this document, this VDR will not be displayed on the VDRs tab. And vice versa, if you assign a VDR to an object and a document to this VDR, this document will not be displayed here on the Documents tab.

If you select the Include VDR Documents option, VDRs attached to documents will be displayed on both tabs, and vice versa, documents assigned to a VDR on the VDRs tab will also be displayed on the Documents tab.

If the Document Code field is displayed with a cyan background color, VDRs are attached to this document (package). If the Document Code field is displayed with a magenta background color, the document is assigned to a VDR on the VDRs tab.

In Include VDR Documents mode, you cannot attach VDRs to documents on the Documents tab.

The Ordered by field shows by which fields the displayed records are sorted. By default, the records are ordered by sequence. To change the order criteria, you can click the Order By ... button at the bottom of the screen. Or, you can open the pop-up menu with a right mouse-click in any field and select the Order by this field ascending or Order by this field descending menu items.

To insert a document, enter a sequence number in the Seq field and the document name in the Document Code field. When you enter a document name that is not yet defined on D.10.11, the name will automatically be inserted on D.10.11.To select a pre-defined document from the list, open the LOV in the Seq or Document Code fields. The LOV shows all documents defined on the D.10.11 Documents screen and not yet attached on D.90.21.

Select the Sel check box of all documents to be attached. You can use the Select All button to select all displayed documents. Deselect All cancels the current selection. Finally, click the Fill In button to attach all selected documents and to close this LOV window.

Back on the main window of D.90.21, you can double-click in the Document Code field to open the D.10.11 Documents screen where documents are defined.

The Highest Rev check box indicates if the highest revision of this document is attached. If this check box is not marked, a higher revision of this document is available.

The document revision is displayed in the Rev field. When creating new documents, the default revision value depends on the setting of project default ZX_DO_ORD. If the project default is set to N (numbers), the default revision is 0 (zero). If the project default is set to L (letters), the default revision is A.

Numerical revisions are regarded as being newer/higher than alphanumeric revisions. For example, alphanumeric revisions (A, B, C, ...) are used in the design phase, and numeric revisions (0, 1, 2, ...) are used in the construction phase.

The Doc Changed check box indicates if the document has changed compared to the previous supplement. If a previous supplement (of the requisition, inquiry, agreement) exists, the check box is marked if any change has been applied to the document. This means that either the document revision has changed or that any change has been applied to the VDRs of a document. The check box is also marked if the document was added on a supplement greater than 0 (zero).

The SmartPlant check box indicates if this document was retrieved from SmartPlant Integration.

The document version coming from SmartPlant is displayed in the Version field.

The SmartPlant Rev field shows the revision of this document in SmartPlant Foundation. This revision can be different from the document revision in Smart Materials because here the document revision must be unique. When retrieving a document with the same SmartPlant Foundation revision but a different version, the Smart Materials revision is increased by one.

The SmartPlant Version UID field shows the SmartPlant Foundation UID of the particular version of this document.

The document descriptions are displayed in the Short Desc and Description fields.

The Category field shows the SmartPlant Integration document category. A category contains document types. The type of the document is shown in the Type field. The Subtype field shows the SmartPlant document subtype. A subtype belongs to a document type.

The Title field displays the document title, coming from SmartPlant Integration.

The UID field shows the unique identifier of this document in the SmartPlant environment. This field is mandatory for documents coming from SmartPlant.

The original document name coming from SmartPlant is displayed in the Org. Document Code field. This field will be filled with the document name only if a conflict of duplicate document names occurs. To guarantee uniqueness within the software, this field will be filled with a concatenation of the internal identifier of the document (ID) and a substring of the document code.

The SmartPlant Plant field shows the name of the SmartPlant plant where the document has been retrieved from.

The SmartPlant Project field shows the name of the SmartPlant project where the document has been retrieved from.

The date the document was created is displayed in the Document Date field.

The date this document was last changed is displayed in the Changed Date field.

The path type can be selected from the dropdown list in the Path Type field. These are the available path types:

  • Physical - The file name of the document will be added to the value of project default ZI_WEB_DOC when you open the document.

  • Link - The browser will be opened using the values in the Source Path and File Name fields when you click the Open button.

  • DB Storage - The document is saved in the database and is retrieved correspondingly.

  • Hyperlink - If the path type is 'Hyperlink', enter a valid hyperlink in the File Name field. When you click Open, a browser opens using the hyperlink.

The Source Path field shows the path of the document file. This field is not available for the DB Storage path type.

The File Name field shows the name of the document file.

The number of pages of the document can be entered in the No. Pages field.

The author of the document can be entered in the Author field.

The Directa Class field shows the document class in Directa, and the Directa Type field shows the type of the Directa document. Both fields are not used or supported any longer.

The COR Number field is only of interest if you are looking at the documents that are assigned to a change order (CO). This field contains the name/number of the COR (change order request) to which the document was originally assigned and which was converted into the CO that you are now viewing.

You can use the Order By ... button to change the order by criteria for the displayed records.

Click the Upload button to upload a file into the database or to any server or share within the network. This button is only available for new documents.

If the path type is set to DB Storage, the file is uploaded into the database. If you have logged into the software using the E-Supplier functionality, only this path type is available for selection, which means that from E-Supplier you can upload and store files only into the database.

If the path type is set to Link or Physical, the file is uploaded to the selected server or share and the path type is automatically set to Link. Regardless of the path type, you first select the file that you want to upload from a file selection dialog box.

If the file is to be uploaded to a server or share, you must select the destination. These destinations are defined on the A.10.38 File Destinations screen.

If the selection of subdirectories is allowed for a destination, that is, the Sub Dir check box is set on A.10.38, a directory selection dialog box appears afterwards. You can only select any subdirectory. If you move upwards in the directory hierarchy or select a completely different drive or directory, an error message appears.

You must know the following rules when working with subdirectories.

If subdirectories are available but you do not want to select any subdirectory, you just have to click the Cancel button. The file will be uploaded to the directory that was originally selected.

If you want to select a subdirectory, just click once on the name of that subdirectory. The subdirectory name will be taken over into the File Name field. Then click OK to continue.

If you want to select a sub-subdirectory, you must double-click in the (first) subdirectory to see the list of all subdirectories below that directory. Then click once on the subdirectory and click OK.

The Source Path and File Name fields are automatically filled with the appropriate values so that you can open the file by clicking the Open button.

If you want to use your own procedure for uploading a file, you must set the project default ZX_DOC_CIP to Y and modify the library mar_custom. For more information, see ZX_DOC_CIP.

When you click the Link button, you can select a file to be linked with the current document. The button is only available for new documents and only if you did not log on via E-Supplier. First, you must select one of the server paths or shares, which were defined on the A.10.38 screen, from the LOV. Then a file selection dialog box is displayed where you can pick the file. After selecting a file, the Source Path and File Name fields are automatically filled with the appropriate values.

When you click the Open button, the selected file is opened. If the document has been retrieved from SmartPlant, the document will be opened within SmartPlant WebClient and SmartPlant Markup. Of course, it is necessary to have the software installed to make use of this functionality.

If the document was not retrieved from SmartPlant and the path type is set to Physical, the project default ZI_WEB_DOC must be set to be able to open files. For more information, see ZI_WEB_DOC.

If you want to use your own procedure for opening a file, you must set the project default ZX_DOC_CIP to Y and modify the library mar_custom. For more information, see ZX_DOC_CIP.

Click the Revision button to create a new revision of the current document. Another window is opened where you can enter the new revision number. This button is not available for documents that have been retrieved from SmartPlant Integration.

In the Document Set field, you can select the name of a document set from the LOV. All document sets defined on the D.10.12 Document Sets screen are available for selection. Then click the Copy button to attach the documents of this selected set. The document set will be copied as follows:

  • Any document of the set not yet assigned will be attached.

  • If the document is already attached with the same revision, nothing will be changed.

  • If the document is already attached with a higher revision, nothing will be changed.

  • If the document is already attached with a lower revision, the old one will be replaced with the document from the document set.

Only the highest revision of a document set is available for this copy process. If you have opened the D.90.21 screen from a discipline dependent screen like R.30.01 Maintain Requisitions, you can only copy a document set if you are logged in with the discipline of the selected object (for example, the requisition).

You can double-click in the Document Set field to open the D.10.12 Document Sets screen.

The Rev field shows the revision of the selected document set.

In the VDRs for Document block, you can attach VDRs to the document selected in the upper block. For more information, see Vendor Data Requirements (VDRs).