Item Shipments - 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

For each item that has been shipped, a line item can be generated showing the purchase or change order belonging to this item and the quantity received.

Item shipments are maintained on window 2. You can open this window using the Item Shipments button from the second (Bill of Ladings) or third (Containers) block on the main window. The window title shows either the name of the bill of lading (BOL) or the name of the container you have selected.

The sequence number of this item is displayed in the Seq field. When records are automatically inserted using the Populate Item Shipments button or using the multi-selection LOV, an integer will be assigned to regular material and master tags, while detail tags will get the sequence of the master tag increased by .001 or a multiple of this number. If, for example, a sequence number of 2 has been assigned to a master tag, its detail tags will have the sequences 2.001, 2.002, 2.003, and so on. Thus, detail tags are always shown directly below their master tag. When additional splits are created using the Split Tag button, the new detail tag will also get a corresponding sequence number. When a master tag is added to a material receipt via LOV, its detail tags are automatically inserted with a sequence as described above. When a detail tag is added via the LOV and the master tag has not been included on the material receipt so far, the sequence is adjusted in the way described above. When a detail tag is added via the LOV and the master tag is already a part of the material receipt, we recommend manually adjusting the sequence number if necessary.

In the Traffic Quantity field, you can enter the quantity for this line item. When you use the LOV in the IS Pos field, the expected quantity is copied over into this field. The expected quantity is the quantity of the item shipment reduced by the sum of all quantities already received along with other traffic objects. You can either receive the master tag or the detail tags. Depending on what level you have entered quantities > 0, you cannot modify the quantity on the other level. By default, the system assumes that detail receiving is done. Therefore, the received quantity of the master tag is set to 0 when inserting records. But you can receive the master item instead by resetting the quantities of the details to 0. Then you will be able to modify the quantity of the master tag. If you update the quantity of a detail tag, you are asked whether you want to update the item shipment quantity as well. This feature allows you to update the item shipment quantity of detail tags newly created in this screen, without the need to call one of the expediting screens just to adjust the quantity.

Select a receiving status from the LOV in the Recv Status field. Receiving statuses are pre-defined on the C.10.06 Site Material Status screen. When a new record is inserted, the status will be populated with the value that is assigned to the project default ZC_STATUS, but you can overwrite this default.

The name (number) of the purchase order (PO), notice of commitment (NOC), or change order is displayed in the Order Number field. You can select any approved PO and NOC. Approved change orders for these POs/NOCs are not available for selection, but are taken into account when you click the Populate Item Shipments button.

The Suppl field displays the supplement of the order.

The Order Type field displays the type of the order, that is, PO for purchase order, NC for notice of commitment, and CO for change order.

The origin of the order is shown in the Origin field. The origin represents the office that is responsible for the order.

The order line item number is displayed in the Pos field, and the order sub line item number is shown in the Sub field.

The IS Pos field shows the sequence number identifying related shipments of an order line item. If you are inserting a new line, any item shipment of the selected order or notice of commitment can be entered here. You can use the LOV in this field, which opens another window where you can select multiple item shipments at a time. All item shipments belonging to any supplement of the selected order are displayed there.

You can use the Order by radio group at the top of the screen to change the sort order of the displayed item shipments. By default, the records are ordered by Pos and Sub Pos, but you can change it to Ident Code or Tag Number.

If you select the Exclude Zero Quantities check box, item shipments with an outstanding traffic quantity of 0 (zero) are not displayed.

Select the Sel indicator of all items to be assigned to the BOL/container. Or, click the Select All button to mark the indicator for all item shipments. To cancel a selection, click the Unselect All button. Finally, click the Fill In button to copy the selected item shipments to the traffic receipt, close this LOV, and return to the previous window.

In the IS Sub field, an additional sequence number is shown identifying split shipments of an order.

The IS Quantity field displays the quantity shipped for the selected item.

The commodity code of the item shipment is shown in the Commodity Code field, and the ident code of the item shipment is shown in the Ident Code field.

The Tag Number field shows the tag number for the (non-bulk) ident. You can double-click in this field to open the S.80.25 Tag Description and History screen if the tag number is not like '---' and not like 'UNTAGGED'. If the item rule of the ident is SWT, TFM, TOM, or TWM, S.80.25 shows the Tag Description and Tag History tabs. For other item rules (like SOT), only the Tag History tab is displayed. For idents with item rule TAB, the Ident Layout and Tag History tabs are displayed.

For idents with item rules TAB, TFM, TOM, or TWM, it is possible to update the tag number. When doing so, you are asked whether you want to use the S.80.24 Rename Tagged Items screen for this change or if you want to update the tag number immediately. The S.80.24 screen allows you to check all occurrences of the tag number prior to changing it. Moreover, you have the choice of updating only the commodity code, only the tag number or both in case of item rule TFM, TOM, and TWM. For idents with item rule TAB, you can only update the tag number itself.

If you decide to immediately update without using S.80.24, both commodity code and tag number are updated for item rules TFM, TOM, and TWM. For idents with item rule TAB, only the tag number is changed.

Regardless of how you update the tag number and commodity code, you still must click the Save button to commit your changes to the database.

If a tag number was changed by another user, the Tag Number field is displayed with a red background color. If you double-click a red highlighted tag number to open S.80.25, you are asked whether you want to acknowledge the renaming of the tag number. If you select ‘Yes', the change is accepted and the red background color is removed.

The Actual Ship field shows the actual date the supplier shipped the item. If you update this field and the project default ZP_EXPDATE is set to Y, the Pred On Site date will be recalculated as the ATA date of the carrier (or ETA date if the ATA date is not available) plus the sum of transit days of those entries within the schedule of the routing method located between the entries with date types 'Traffic Arrival' (which is included) and 'Arrival On Site' (which is excluded). If the ETA date is also empty or if the routing method schedule does not contain an entry of date type 'Traffic Arrival', the carrier is ignored, and the system looks for the actual ship date/predicted ship date/revised promised ship date/promised ship date (in this order, if the respective date looked for is empty) and adds the (total) sum of transit days of the routing method for calculating the predicted on site date. If the project default ZP_EXPDATE is set to N, the Pred on Site date is not automatically recalculated if the Actual Ship date is modified.

In the Pred/Actual Stage Ready field, enter the predicted (estimated)/actual date for the stage ready.

In the Pred/Actual Loaded field, enter the predicted (estimated)/actual date for loading the item.

In the Pred/Actual Traffic Arrival field, enter the predicted/actual traffic arrival date.

The Pred On Site field shows the predicted (estimated) date for the arrival on site. If the project default ZP_POP_ETA is set to 'POP_ETA,' the ETA date of the means of conveyance associated with the item shipment is copied over into this date field.

The Actual On Site field shows the actual date for arrival on site.

In the Fab Location field, you can select the location of the fabrication from the LOV. You can double-click in this field to open the P.10.58 Fab/Inspection Locations screens where fabrication locations are defined. If you enter a fabrication location that is not pre-defined on P.10.58, a warning message appears that you have entered an unknown fabrication location. You are asked if you want to continue. Click Yes to go ahead and create a new fabrication location on P.10.58. If you click No, you must select a pre-defined value from the LOV.

You must have access and update rights for P.10.58 to create new fabrication locations from P.80.51.

In the Fab Ctrl Number field, you can enter a control number for the fabrication.

The name of the supplier is displayed in the Supplier field, with the company name in the Company Name field.

The Ident Short Description field at the bottom shows the description of the selected ident. The ident short description is derived by calling the CIP procedure m_pck_std_custom.ident_desc.

If comments have been attached to an item shipment, the first one will be displayed in the First Attached Comment on Item Shipment field.

If you want to populate the traffic receipt with the item shipments of an order, select the order name from the LOV in the Order Number field at the bottom. All approved purchase orders and notices of commitment are available for selection. Change orders cannot be selected, but will be taken into account when populating the item shipments. The supplement of the selected order will be displayed in the Suppl field and the origin of the order in the Origin field.

You can restrict the number of item shipments to be populated with a received quantity by selecting a shipment group from the LOV in the Shipment Group field. A shipment group can only be selected when the Order Number field is filled. From the LOV in the Recv Status field, you must select the receiving status with which the line items are to be created. The receiving status assigned to the project default ZC_STATUS is filled into this field as the default.

In the Package Number field, you can use the LOV to select a package not based on a release note that has been defined on the P.70.74 Packages screen. You can enter the package number without selecting the order number and shipment group. Or, you can select the order number and shipment group to restrict the list of available packages.

Finally, click the Populate Item Shipments button to generate line items for all item shipments of the selected order, shipment group, and/or package. If you have selected only an order, lines for all item shipments of this order will be created. If you have entered a shipment group additionally, lines will only be created for the item shipments of this group. If you have entered a package, lines for all of its package items will be created. The number of package items can be restricted by entering an order number or an order number and a shipment group. The line items will be inserted with the material status you have entered in the Recv Status field. The Traffic Quantity will be filled with the quantity shipped (IS Quantity) minus the sum of all quantities already received along with other traffic objects. If the sum of all received quantities is greater than the quantity shipped, the traffic quantity will be set to 0 (zero). In the case of packages, the package quantity will be used instead of the item shipment quantity. But again other receivings are taken into account.

The Split Tag button enables you to create splits for order line items or item shipments. The newly created split will also be automatically added to the actual material receipt. For more information, see Split Tag. You cannot create a split if additional item shipments have already been created using the New Record functionality. If the order to which an item shipment belongs has been created for the corporate or FIM warehouses, a tagged item cannot be split either. The creation of a detail tag is always possible regardless of whether the master tag has already been received or not. But the received quantity of the master tag is reset to 0. Whether a split is created here on the order line item level or the item shipment level depends on the current status of the line item and on the setting of project default ZP_SP_POLI. If a split has already occurred on the line item level or ZP_SP_POLI is set to Y, additional splits are created on the order line item level. If the first split has been carried out on the item shipment level, if no split exists so far, or if ZP_SP_POLI is set to N, splits are added/created on the item shipment level.

The sub line item position is increased by one for each detail tag. The quantity of a new detail tag is set to 1 by default. Otherwise, it is not displayed in the expediting screens. The sub line item position of the master tag is set to 0 if possible. It is not possible if sub line item position 0 exists already for another position or if you create the first detail tag on a change order.

The receiving status of the new detail tag is copied over from the material receipt. The MR quantity is also set to 1 by default. When you update the MR quantity, you are asked if you want to also adjust the item shipment quantity.

The newly created detail tag is added to the actual material receipt, either referring to a bill of lading or to a container.

The detail tag gets the sequence of the master tag increased by .001 or a multiple of this value. For example, if a sequence number of 2 has been assigned to a master tag, its detail tags will have the sequences 2.001, 2.002, 2.003, and so on. Thus, detail tags are always shown directly below their master tag.

You can receive either the master tag or the detail tags but not both of them. This behavior not only refers to an individual material receipt but to all receipts. That is, if you have started a master receiving, you can only receive the master tag on any other material receipt; if you have started a detail receiving, only the details can be received on any other material receipt.

Generally, the system assumes that you want to receive the detail tags. Therefore, whenever possible, the system will generate line items with a quantity of 0 for master tags and the expected quantity for detail tags when the Populate Item Shipments button is used or when the list of values is used. If, however, the master tag has already been received, the detail tags will be inserted with a quantity of 0.

Even if you receive the detail tags, the master tag is included on the receiving. Deleting the master tag will result in an automatic deletion of all its detail tags. When a master tag is selected/inserted, all its detail tags are automatically inserted. But if you decide on a master receiving, you can delete the detail tags if you want.

If you update the values of the master tag, you can decide that these modified values are copied over to the detail tags as well. This is not applicable for the Actual Ship date. The population of values from a master tag to its detail tags works for both splits created on the order line item level and splits created on the item shipment level.

When one of the following dates is set for the last detail tag, that is, there are no more detail tags for which this date is empty; the latest date of all detail tags is copied over to the master tag:

  • Actual Ship

  • Actual Stage Ready

  • Actual Loaded

  • Actual On Site