Split Tag with an OPI Excel Import - 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)

Prepare an Excel workbook with the mandatory information to create an agreement with line items, based on the template OPI-PO-IMP-707.xls that is delivered with the software. Click the link below to open the sample file.

<OPIImportSample.xls link to be given>

The data in the sample file must be updated with data that exists in your database. For example, you must change the supplier code, the routing method, and the buyer that they match with your data.

With the sample file, you can create a new agreement with four positions, with tag number on position 3 and 4. These positions will be split, and two detail tags created for both.

  1. For the agreement header, you must provide the following mandatory information in the Agreement sheet (data from the sample file is used to illustrate):

    • PO_NUMBER (agreement number): OPI-XLSSPLITTAG

    • ORDER_TYPE (agreement type): PO

    • SUP_CODE (supplier code, defined on P.20.01): C200S1

    • PO_CURRENCY (currency): USD

    • PO_RM_CODE (routing method, defined on P.10.53): FOB_WEU_SEA

    • BUYER (buyer of the agreement): SPRDSDB

  2. In the Line Items sheet, provide the agreement header data:

    • PO_NUMBER (agreement number): OPI-XLSSPLITTAG

    • ORDER_TYPE (agreement type): PO

    • PO_SUPP (agreement supplement): 0

  3. Additionally, for each line item you want to import, enter these data:

    • POLI_POS (agreement line item/position): 3

    • POLI_SUB_POS (agreement sub line item(position): 1

    • IDENT_CODE (ident code): I11203964

    • POLI_QTY (quantity): 1

    • POLI_QTY_CODE (quantity unit): EA

    • POLI_CURRENCY (currency): USD

    • POLI_UNIT_WEIGHT (unit weight): 99

    • POLI_WEIGHT_CODE (weight unit): kg

    • TAG_NUMBER (tag number, mandatory for item type SWT): P201-002B

    • POLI_SPLIT_TAG (split indicator, must be entered to trigger split tag): X

  4. After each line with an X in the POLI_SPLIT_TAG column, add two new lines for the tag details.

  5. Copy the data from the tag master and update where necessary.

  6. Create an import job on the OPI.10.01 OPI – Import Jobs screen with type OPI - Excel,

  7. Click Upload to load the xml file and click Save.

    OPISplitTagExcel

  8. Click Start to run the job.

  9. When the job succeeds, the status changes to READY – PROCESSING.

  10. Open P.50.01 Agreements and query for the agreement you have imported.

  11. Double-click the agreement number to open P.50.07 Maintain Agreements.

  12. On the Line Items tab, you can see the imported and split line items.

    OPISplitTagPO