Run Options - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

Shortages

Select the shortage option from the drop-down list in the Shortage field. With the shortage option, you define the acceptable short quantities for allocating the Bill of Materials. It is possible to specify that only entire drawings should be allocated, or an alternate kind of shortage. The available options are listed below.

Only entire Drawings - The FR/RR includes only nodes in its reservation result set for which all material could be allocated, with no shortage allowed.

1-Pass Single (Any) - The FR/RR includes all nodes in its reservation result set for which any material could be allocated, thus allowing any shortage.

2-Pass Optimized - In the first step, the FR/RR attempts to allocate only complete BOMs. In the second step, it tries to allocate the remaining BOMs, allowing a 1-position (1), a 2-position (2), or any shortage (Any) per BOM node.

2-Pass CIP - In the first step, the FR/RR attempts to allocate only complete BOMs. In the second step, it tries to allocate the remaining BOMs, allowing any shortage per BOM node. Afterwards, the CIP m_pck_forecast_custom.check_reserve is applied. Depending on the returned value of this CIP, the list node is unreserved or not. The standard behavior is that nothing will be unreserved. For further information about how to program this CIP, read the comment block of m_pck_forecast_custom. You can give the CIP a free parameter list, definable on the A.30.21 Attached Parameters screen, which you can call from C.30.01.02 Assign Work Packages using the Parameters button.

Allocate Level

The Allocate Level option allows the procedure to query other Smart Materials modules for material that was not yet received on site. The forecast run starts on the inventory level and looks for material up to the pre-receiving level that has been selected here. For this search, only list positions with outstanding quantities are considered. The Allocate Level option should be used in combination with the Shipment Option Start/End dates so that Smart Materials knows when the material is expected on site. The available values for Allocate Level are listed below.

Only Inventory - Material must be in the inventory and must be found in a warehouse that has been assigned to the forecast run via screen C.30.01.01.

Shipped Items - Material must be shipped. That is, the Actual Ship field must be filled in expediting.

Approved Purchase Orders - Material may not be shipped but the PO must be approved. If approved change orders exist, these change orders are considered. If you work with NOCs (notices of commitment), these notices are used instead if no approved POs are created for them.

Approved Requisitions - Material of the latest approved PO requisition supplements is also considered. An unapproved supplement must not exist. The result of 'Total Release Qty - Last Total Release Qty' is used as the quantity.

All Requisitions - Like 'Approved Requisitions', with the difference that the latest supplement is considered regardless of whether it has been approved or not.

The Delivery Destination value of the allocated level must correspond to the Delivery Type field. Otherwise, the FR/RR does not include the material in the allocate level. For example, if the destination is shop but we are looking for site material, the quantities are not found.

The table below shows how the forecast run considers quantities depending on the selected allocate level.

Allocate Level

Quantity

All Requisitions

Approved Requisitions

Approved Purchase Orders

Shipped Items

Only Inventory

Requisition

20

2

Approved Requisition

18

3

3

Approved PO

15

3

3

3

Expediting*

12

2

2

2

2

Traffic

10

2

2

2

2

Received on Site

8

8

8

8

8

8

20

18

15

12

8

* Item shipments with the actual ship date set are considered as being shipped.

Split Type and Split Attribute

With the Split Type option, you can define if and how the forecast run is split. The following split types are available:

  • None (default)

  • Node Name

  • Node Attribute

  • Position Attribute

If you select the Node Attribute or Position Attribute split type, you must select an attribute from the LOV in the Split Attribute field. Based on the value of this attribute, the forecast run will be split.

Delivery Type and Designation

Select a pre-defined (A.10.39) delivery type or delivery designation from the LOV in the Delivery Type or Delivery Designation field. By default, the value is set to the Delivery Type value defined on C.10.21 Set Environment.

A forecast run only checks the shipments with matching delivery types.

Priority

Specify the type of priority for nodes assigned to the work packages within this FR by selecting a value from the drop-down list in the Priority field. The available options are:

  • NULL - Default

  • ISSUED FIRST - Material that has an issue quantity first

  • NODE ATTRIBUTE - Material with the entered node attribute first

  • (CIP) - All procedures of custom package M_PCK_FORECAST_CUSTOM with parameter P_WPTF_ID and data type in ('NUMBER', 'FLOAT') - customized logic

Weight Option

It is possible to determine material availability by weight. For example, if a steel fabrication shop capacity is rated by tons/week and if Smart Materials has weights associated with material, the FR uses the weight option. Choose a weight option from the drop-down list in the Sort Order field if you intend to calculate the weight of nodes assigned to the work packages. This option affects the attribute sort order on the C.30.01.02 Assigned Work Packages screen. The available options are:

  • None - No weight calculation is needed.

  • Heaviest First - The weight attribute is mandatory. The attribute sort order of C.30.01.02 is in descending order.

  • Heaviest Last - The weight attribute is mandatory. The attribute sort order of C.30.01.02 is in ascending order.

You must select a list node attribute from the LOV in the Attribute field, when you have selected a weight option in the Sort Order field. This weight attribute determines the node attribute where the calculated weight is assigned. The Priority Type field on the C.30.01.02 Assigned Work Packages screen is set to 'Attribute,' and the Attribute field on the C.30.01.02 screen is set to the selected attribute.

The LOV in the Attribute field shows you an intersection of all node attributes existing in all nodes and subnodes defined by the assigned work package, whose node type is marked as ‘Use for Weight Calculation' on B.10.03.

The weight calculation will be processed for all nodes and subnodes defined by the work package, whose node type is marked as ‘Use for Weight Calculation' on B.10.03.

If you have selected an attribute, it is not possible to change any value on the C.30.01.02 screen.

During an FR/RR, the calculated weight is assigned to the selected node attribute, displayed on the B.20.03 screen.

Other Options

Select the tag number option from the drop-down list in the Tag No Option field. Valid values are:

  • Ignore Tag Number - Forecast run is only looking for matching idents on requisitions or item shipments by ignoring the tag number.

    With the Only Inventory allocate level, the tag numbers on BOM positions and in the inventory must match.

  • Not Ignore Tag Number - Idents and tag numbers must match.

Select the All Positions indicator when positions that were not forecasted must be traced.

With the Positions with full site-qtys option you can control if BOM positions, which are completely reserved or issued, to be considered by the forecast run or not. Select the check box if you want that the forecast run always show all the BOM positions that are in the scope of the run definition, regardless of their site quantities. Clear the check box if the BOM positions which are completely reserved or issued shall no longer be considered by the forecast run and as a result will not appear on the Reserved Positions screen when you check the forecast run result.

Select the Auto Subst/Trans indicator when substitution/transformation must be done automatically by the FR/RR.

If the exclude MIR Qty's? indicator is selected, the issue quantities on unposted MIRs by BOM are considered for the list positions in FR/RRs. In the case of an existing unposted MIR by BOM for a list position, the forecasted/reserved quantity is reduced for this list position in FR/RRs.

The project default ZC_EXC_MIR controls whether the exclude MIR quantities? check box is set by default or not on the C.30.01 Forecast Run and C.30.11 Reservation Run screens. If the project default is set to Y, the exclude MIR Qty’s? check box is automatically selected when you create a new forecast run. If the project default is set to N, the check box is not selected. You can change the setting of the check box on the screen.