Date Field Dependencies - Intergraph Smart Materials - Version 10.2 - Help - Hexagon
Intergraph Smart Materials Classic Help
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Smart Materials/Smart Reference Data Version
10.2
Intergraph Smart® Materials Classic Help (10.2)
Smart Materials User Interface
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Log-on
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Add field
Set column spacing
Multi configuration
Order by this field …
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Define Ident Collection Carts
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Approval Sequence Screen
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Smart Materials BOM
What's New
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Project Defaults
Copy BOM Setup
List Status
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BOM Views
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Flat Configurations
Verifications
Fix Verification Routines
BOM Handling
Edit BOM
Edit BOM (Easy Entry)
Advanced BOM Maintenance
WBS Tree View
Add Root Node
Add Child Node
Delete Node
Cut / Copy - Paste
Populate from PLL
Refresh
Expand All
BOM Procedures/Macro
List Download
Attach Documents
WBS Flat View
Node Properties and Attributes
Search
Buttons
BOM Position Views
Multi Position View
Single Bulk Material View
Single Tag Material View
Multi Status View
Ident History
BOM Utilities
BOM Import
BOM Datasets
BOM Work Packages
BOM Compare
Manually Lock BOM
Reports
Edit BOM
Pre-Settings and Setup
B.20.01 Edit BOM
B.20.01.05 New Node
B.20.01.06 Edit Node
B.20.01.09 Move Structure
B.20.01.08 Copy Structure
B.20.01.11 Delete BOM Structure
B.20.01.26 Search/Replace
Example
B.20.01.35 Verification and Status
B.20.01.41 Start Verification Job
BOM Revision Handling
Create Nodes and Positions with Revision 0
Setup of BOM Node (Isometric)
Define Positions
Release of Isometrics
Definition of a Where Condition
Definition of Check Routines
Definition of List Status
Start the Release of Isometrics
Change of Released Isometrics
Position Revised
Smart Materials Requisition
What's New
Setup
Project Defaults
Copy Requisition Setup
Requisition Status
Requisition Buy Cycles
Requisition Number Rules
Requisition Categories
Requisition Description Rules
Disposition Rules
Disposition Rule Sets
Document Types
Document Type Sets
BOM Sets
Requisition Structure
Node Types
Requisition Nodes
Requisition Templates
Requisition Split Sets
MTO Types
Requisition Search Conditions
Sections
MTO Jobs
BOM Data Selection Options
Requisition Options
Supplement Creation Options
Quantity Calculation Options
CIP Execution Options
Job Control
Job Execution
Maintain Requisitions
Requisition Header
Order By ...
Update Description
Copy
Approve / Release
Approval Sequence
Create PO Req
New Supplement
Attachments
Requisition Line Items
Line Items
Price Breakdown
Scope of Work
SOW Milestones
Variation Rates
Alternates/Options
Suggested Bidders
CIP Execution
Requisition Accounts
Account Summary
Check Idents
Requisition Balance
Process Requisition Line Items
Requisition Cross Reference
Requisition Tools
Reverse MTO
Delete Requisition
Update Requisition Status
Requisition Import
Reports
Manage Requisitions
Revision Data - Summary
Material Quantity
Documentation Attachments
Material Attribute Information
Typical Workflow
Check Requisition Header Information
Check Material Quantities
Allocation of Material
Released Quantity Check
Suspect Material – Directly Traced Records
Define Additional Engineering Information
Documents
Text and Terms
Notes
Vendor Document Requirements
Define the Delivery Information Requirements
Required On Site (ROS) Date
Delivery Designation
Approve and Release Requisition to Procurement
Reversing Requisition Approval
Update Requisition Status
Delete Requisition
User Preferences
Material Supply Chain Management (MSCM) Overview
What's New in MSCM?
Setup
Project Defaults
Copy MSCM Setup
Qualifications
Performance Evaluation Groups
Vendor Rating Types
Diversity Codes
Question List
Conditional Questions
Question Sets
Progress Payment Events
Progress Payment Sets
Other Costs
Incoterms
Number Ranges and Rules
Sections
Delivery Places
Shipping Days
Rate Types
Commercial Evaluation Checklists
Material/Work Groups
Ident Technical Evaluation Checklists
Decline Reasons
PO Closeout Activities
Destinations
Routing Methods
Expediting/Inspection Levels
Events and Tasks
Events to Levels
Fab/Inspection Locations
Guarantee Document Types
Milestones
Milestone Labels
Milestone Sets
Planning Groups
Goods and Services Types
Pricing Types
Function Lists/Sets
Sourcing Strategies
Evaluation and Selection Processes
VDR Approval Codes
Inspection Documents
Inspection Attribute Sets
Configure Logistics Screens
Pertinent Areas
Selection Codes
Shop Expediters/Inspectors
Expediting Rules
Deliverable Status
Transportation
Transportation Sets
Package Types
Container Dimensions
Container Types
Fabrication Types
Hold Codes
Suppliers/Subcontractors
Suppliers/Subcontractors Maintenance
Manage Non-Disclosure Agreement (NDA)
Provide Portal Access
Supplier Details
Company
Company Profile
Qualifications
Qualification Questions
Materials/Work Groups
Commodity Managers
Project Material/Work Groups
Manufacturers
Insurance Certificates
Attachments
Performance
Project History
Supplier History
NDA History
Supplier/Subcontractor Registration
Login Requests
Questionnaire
Company Profile
Material/Work Group Suppliers
Inquiries
Requisition Workload
Inquiry Cycle
Create Inquiry
Create Supplement
Update Inquiry
Create PO Requisition
Agreement Cycle
Create Agreement
Create Supplement
P.30.02 Agreement Creation Results
P.30.04 Agreement Assignment
Create from Inquiry
Create from Blanket Order/Master Agreement
Create from Corporate/FIM Warehouse
Maintain Inquiries
Prepare Request for Quotation (RFQ)
Inquiry
Commercial and Technical Questions
Tender Reference Amount
Suggested Tender Reference Amount
Inquiry Approval
Material/Work Groups
Requisitions
Price Breakdown
Scope of Work
SOW Milestones
Technical Evaluation Checklists
Inquiry
Line Items
Ident Values
Bidders
Commercial Evaluation Checklists
Exchange Rates
Other Costs
Progress Payment Events
Variation Rates
Alternates/Options
Pre-Bid Meeting
Agreements
Mailing List
Addenda
Request for Quotation and Bidding
Commercial Evaluation
Quote Detail CE
Quote Detail Other Costs
Quote Details
Commercial and Technical Questions
RFI/Clarifications
Alternates/Options
Price Breakdown
Scope of Work
SOW Milestones
Other Costs
Cancellation Costs
Variation Rates
Price Agreements
Files
Agreements
History
Quote Summaries
Technical Questions
Tender
Record Visualization
Status
Inquiry Progress
Commercial Evaluation
Overview
Checklists
Evaluation Notes
Commercial Conditions and Instructions
Awarding
Matrix Header
Matrix Body
Matrix Footer
Tender Reference Amount
Using Drop Zone to Copy/Paste Awarding Data
Technical Evaluation
TE on Quote Level
TE on Line Item Level
Line Items
Ident Values
TE Finalization
Alternates
Attachments
Technical RFI/Clarifications
Technical Files
Technical Questions
Download/Load Bids
Download Bids
Load Bids
Pending Inquiry Requisitions
Agreements
Create Agreements
Based on Quote Summary
Based on Engineering Requisition
Based on Corporate Warehouse
Based on FIM Warehouse
Manual Agreement
Maintain Agreements
Agreement Header
Date Field Dependencies
Buttons
Agreement Details
Line Items
Date Field Dependencies
Buttons
Item Shipments
Alternates/Options
Schedule of Values
Scope of Work
SOW Milestones
Other Costs
Total Costs
Addresses
Labor Rates
Equipment Rates
Allowances
Variation Rates
Closeout Activities
Progress Payment Events
Forecast Payments
Guarantees
Account Summary
Agreement Overview
Maintain Orders
Agreement Cross Reference
Pending POs
Invoicing
Define Invoice Items
Invoice Status
Edit Invoices
Line-Based Invoices
Progress Payment Event-Based Invoices
Invoice Workload
E-Supplier
ERP (External) Interface
Planning and Progress
Tagged Items Planning
General
Milestone Planning
Planning History
Requisitions Planning
General
Milestone Planning
Responsibilities
Strategies
Potential Bidders
Planning History
Milestone Explorer
Budget Results
Proc/Req Status Overview
Requisition Progress
Order Progress
Expediting
Logistics Overview
Logistics Details
Shipment Groups
Expediter Workload
Expediting Details
Item Shipments
Quantities
Weights
Heat Numbers
MCS (Material Certificate Summary)
IRC (Inspection Release Certificate)
Release Notes
Schedules
Fabrication
NCR (Non Conformance Report)
Volume
Inspection Dates
IRC Dates
Hand-Over Dates
Shipping Destinations
Traffic Arrival
Site Arrival
Expediting Dates
Date Field Dependencies
MCS
IRCs
Release Notes
MMTs
Heat Numbers
Sub Orders
Order Reference
Order Reference
Expediting Events
Inspection Events
Vendor Progress
Expediting Tasks
Inspection Tasks
Packages
Without Release Notes
Packages
Package Items
With Release Notes
Release Notes
Packages
Package Items
Transport Costs
Inspection Applications
Item Shipments
Attached Inspection Documents
Attached Inspection Attributes
Inspection Application Info
Pending Quantities
Delivery Lots
Intermediate Storage
Maintenance
Preservation Log
Item Storage Costs
Item Preservation Costs
Costs per Release Note
Close Order
Basic Expediting
Extended Expediting
VDR Submittal and Status
Agreement Details
Traffic
Basic Traffic
Download Traffic
Load Traffic
Material Receipts
Packing Lists and Boxes
Box Line Items
Container Index
BOLs
Means of Conveyance
Single
Multi
Traffic Fast
Item Shipments
Transportation
Extended Traffic
Setup
Project Defaults
Privileges
Date Ranges
Transport Costs
EML Numbers
Methods of Transportation
Geographical Areas
Routing Methods
Package m_pck_traffic_custom
Work Area
Traffic Tree
Stages
Node Types
Navigation, Search, Fastcall
Overall Totals
Date Ranges
Main Destinations
Delivery Place
Requisition/Order Number
Release Note/Order/Requisition Number
Loading Points
Means of Conveyance
Release Notes for a Means of Conveyance
Workload - Release Notes
Item Shipments
Package Numbers
Package Items
PPL Numbers
Preliminary Package
Packed and Approved Release Notes
Means of Conveyance
Release Notes
Packages
MMTs
Transport Costs
Release Note Summary
Preliminary Packages
Preliminary Packing Delta
OSDs
OSD for Release Notes
OSD for Packages
OSD for Package Items
OSD for Item Shipments
Fab Tracking
Load Fab Tracking
Maintain Fab Tracking
Procurement Import
Reports
Split Tag
More Information
Acronyms
Inheritance of Attachments
Alternates and Deviations
Define Deviation Attribute
Create Alternates
Create Deviations
Blanket Order Overview
Blanket Order Workflow
Estimation
Requisition for Inquiry
Inquiry Cycle
Creation and Approval of the Blanket Order
Purchase Order Workflow
Detailed BOM Data
Requisition for Purchase
Create Order Based on Blanket Order
Price Agreement Tasks
Create a Price Agreement
Applying Prices from a Price Agreement
Requisition Workload Processes
Detailed Workflows
Assign a Buyer to a Requisition
View Requisition Status Information
Workflows for Inquiry Only Requisitions
Create Blanket Order
Create a Purchase Requisition Based on Awarding
Create Awarding for Later Use
Workflows for Purchase Requisitions
Create Purchase Order from Blanket Order
Initiate an Inquiry Cycle and Create PO from Awarding
Create PO from Previously Approved Awarding
Create PO Directly from Purchase Requisition
Workflows for Inquiry Only Requisition Supplements
Create or Update Blanket Order
Create Purchase Requisition or Purchase Requisition Supplement
Create Awarding for Later Use
Workflows for Purchase Requisition Supplements
Create PO or PO Supplement from Blanket Order
Initiate an Inquiry Cycle and Create PO from Awarding
Create PO or PO Supplement from a Previously Approved Awarding
Create PO or PO Supplement Directly from PR Supplement
Smart Materials Site
What's New
Setup
Project Defaults
Warehouses
Warehouse Types and Purposes
Warehouse Users
Locations
Location Types and Purposes
Bin Locations
Work Packages
Site Material Status
Site Rules
MRR Rules
MIR Rules
MTR Rules
OSD Rules
PICS Rules
MRI Rules
RTI Rules
SRR Rules
User Rules
Site BOM Setup Nodes
Allowable Substitutions
Project Subcontractors
Indicated Items and Sorting
Heat Numbers
Heat Number Maintenance
Indicated Heat Number Attributes
Steel Plates
Load/Download OSDs
Site Export
Site Export Structure
Site Export Jobs
Site Warehouse Management
Material Receiving
Direct Receiving
Receiving by PO
Receiving by Traffic
Receiving by Release Notes
Receiving by Packages
Received Heat Numbers
Tag Receiving
Posting MRRs
Barcodes
Barcodes for C.20.03 Prepare MRR by Direct Receive
Barcodes for C.20.04 Prepare MRR by Release Notes
Barcodes for C.20.05 Prepare MRR by Packages
OS&D Reports
OS&D for Receiving
OS&D for Release Notes
OS&D for Packages
OS&D for Package Items
OS&D for MTR/Voucher
Header OS&Ds
OS&D for Direct Receiving
OS&D Defaults
OS&D for Inventory
Inventory Management
Inventory Search
Inventory Locations
Inventory Warehouses
Inventory Status
Inventory by Ident
Inventory Heat Numbers
Heat Number Query
Material Transfer
MTR Export/Import
Physical Counts
Physical Count Sheets
Post Count Sheets
OS&D for Inventory
Over Issue Status
Inventory History
Material Issue
MIR by Reservation
MIR by BOM Commodity
Reverse Pick Tickets
MIR by BOM Commodity (Group By)
MIR by BOM Ident
MIR by Direct Issue
Manual Material Reservation
Post MIR from Inventory
Unposted MIRs
Return Material to Inventory
Issued Heat Numbers
Issue by Subcontractor
Reallocate Issues
MIR Revise
Maintain Tools and Equipment
Maintain Tools
Received Tools
Issued Tools
Maintain Equipment
Maintain Instrument/Valve Register
Maintain Container Returns
Equipment Rental Process
Corporate Warehouse (CWH)
CWH Setup
Material Receiving
Material Transfer
Material Issue
Inventory
Free Issue Material Warehouse (FIM)
FIM Warehouse Setup
Material Receiving
Material Transfer
Material Issue
Inventory
CWH/FIM usage in MSCM
Supplier
Requisition
Inquiry
Agreement
Construction Planning
Forecast Run Setup
Forecast Run Header
Run Options
Shipment Options
BOM Options
Calculate Options
Job Execution Statistics
Job Control
Split Results
Assigned Warehouses
Assigned Work Packages
Run Limitations
Forecast Run
Forecast Shortage MRR Notification
Reserved Nodes
Reserved Positions
Reservation Run
Issue by Reservation
Forecast/Reservation Overview
Manual Material Reservation
Item Information
Information by Commodity
View BOM Information
Site Utilities
BOM Design Change Log
Site Inspection
Quarantine Location
Scrap Warehouse
Site Inspection Process
Ident Shortage Notification
Consumables Reorder Management
Stores Requisition Reports
Stores Requisitions Approval
Shipment Notices
Shipment Notice Type 1: Ship for Calibration/Certification
Shipment Notice Type 2: Ship for Credit
Shipment Notice Type 3a: Ship for Repair
Shipment Notice Type 4: Ship for Replacement
Shipment Notice Type 3b: Ship for Repair
Shipment Notice Type 5: Ship for Off-Rent
Shipment Notice Type 6: Ship for On-Site Supplier
Space and Rack Management
Space & Rack Management Settings
Location Types and Purposes
Warehouse Types and Purposes
Reports
Heat Number Logic
Direct Heat Number Linkage
Indirect Heat Number Linkage
Excel import and export
What's New
Setup
Excel Templates
DBA Settings
Project Defaults
General Excel Export
Branch Chart Export
Company Ident Export/Import
Smart 3D Excel Sheets
BOM Excel Export
BOM Excel Import
Flat Loading Config
Requisition Excel Import
Bid Export/Import
Download Bids
Load Bids
Agreement Import
Req Planning Export/Milestone Import
Expediting Export/Import
Export Expediting Data
Split Item Shipments
Split Tags
MCS (Material Certificate Summary)
IRC (Inspection Release Certificate)
RN (Release Notes)
HEAT (Heat Numbers)
Import Expediting Data
Expediting Template Fields
ISH Sheet (Item Shipments)
MCS Sheet (Material Certificate Summary)
IRC Sheet (Inspection Release Certificate)
RN Sheet (Release Notes)
HEAT Sheet (Heat Numbers)
Modifying the Excel Template
Performance Recommendations
Packages Export/Import
Excel Templates
Modifying the Excel Templates for Export
Export Package Data
Packages without Release Notes
Packages with Release Notes
Import Package Data
Packages without Release Notes
Packages with Release Notes
Splitting of Item Shipments
Traffic Data Export
MRR Import
MTR Export/Import
Export MTRs
Re-Import MTRs
PCO Export/Import
Export Potential Change Orders
Import Potential Change Orders
Price List Export/Import
Customer Menu Export/Import
Glossary Export/Import
More Information
Templates
E-Supplier Features
Overview
Level 1 Work Process Diagrams
1-Step Company Registration
2-Step Company Registration
3-Step Company Registration
Bidder Quotation
Prerequisites
E-Supplier Login Screen
Definition of 1-, 2-, or 3-Step Approval
Approval Templates
Question List Configuration
DBA Settings
Project Defaults
Company Registration
Level 2 Work Process Diagram
Login Request
Company Profile
Qualification
E-Supplier Login Features
Logon
Log Off
Forgot Password or User Name?
Help
Deactivate User
Inquiries
Level 1 Work Process Diagram
Level 2 Work Process Diagram
Setup of RFQ Email Notification
RFQ Email Notification
Bidder Quotation
Reference Documents
Subcontractor Workload
Invoices
Logistics
Price Lists
Defining Catalog Data
Creating a Catalog
Creating a Catalog Section
Creating Item Layouts
Creating Item Details
Creating Item Geometrics
Creating a Price Name
Defining Price Name Attributes
Assigning an Extra Price Catalog to a Catalog Section
Generating Catalog Items
Handling Price Lists
Creating a Price List
Exporting the Price List
Importing the Price List
Price List Items
Extra Price List Items
Assigning Prices to Idents
Creating a Price Type
Creating a Company Price Type
Assigning a Price to Idents
Process Line Lists
What's New
Prerequisites
ORACLE XML Parser
PLL Setup
L.10.01 Line Status
L.10.02 Process Line List Reinforcement
Reinforcement Fields
Translated Descriptions
L.10.03 Process Units
L.10.03 PLL Units Fields
Translated Descriptions
L.10.04 Process Line List (PLL) Unit Sets
L.10.04 Process Line (PLL) Unit Sets Fields
L.10.05 Branch Types
L.10.05 Process Line List Branch Type Fields
Translated Descriptions
L.10.06 Process Line List Short Code Mapping
L.10.06 Process Line List Short Code Mapping Fields
Maintaining PLLs
L.20.01 Process Line Lists
Windows Management
Positioning Windows
Process Lines Administration
L.20.02 Verifications
PLL Checks Block
L.20.03 Verification Jobs
Job Information Block
PLL Units Block
Job Options Block
Job Execution Statistics Block
Verification Job Checks Block
Job Control Block
PLL Utilities
Data Import
General File Format
Processing Logic
L.30.01 PLL Import Job
L.30.02 PLL Export Job
Setting up
Starting a Job
Reviewing the Export File
Open API
Calling the Packages
Checking the ‘result’ Parameter Output
Reference: Implementation
R.1. Smart Materials Tables
R.2. Stored PL/SQL Program Units
More Information
XML
A.1 DTD (Document Type Definition) for the PLL Interface
Element Name Information
A.2 Rules for XML Composition
A.3 XML Sample
Supported Date Formats
Error Codes
API Packages and Supported Columns
D.1. Table: m_pll_lines, Package: m_api_pll_lines
D.1.1 Procedure: upd_line
D.1.2 Procedure : ins_line
D.1.3 Procedure: upd_nls
D.1.4 Procedure: ins_nls
D.2 Tables: m_pll_line_attrs, m_pll_dn_attrs, Package: m_api_pll_attrs
D.2.1 Procedure: upd_line_attr
D.2.2 Procedure: ins_line_attr
D.2.3 Procedure: upd_dn_attr
D.2.4 Procedure: ins_dn_attr
D.3 Table: m_pll_dns, Package: m_api_pll_dns
D.3.1 Procedure: upd_dn
D.3.2 Procedure: ins_dn
D.4 Table: m_pll_branches, Package: m_api_pll_branches
D.4.1 Procedure: upd_branch
D.4.2 Procedure: ins_branch
PLL Export File Format
Split Tags
What's New
Creating Splits
What are master tags and detail tags?
Where can you create splits?
When is splitting possible?
What happens if a tag is split?
How are tags displayed on a screen?
What happens if a detailed tag is deleted?
Split Tag Features and Restrictions by Module
Inquiry Cycle – Quote Details
Order Cycle – Order Line Items
Expediting
Supplementary Items
Import split tags
Traffic
Site
MRR by Traffic
MIR by BOM Commodity
Forecast / Reservation Run
OPI
Attached Attributes
API
CIPs
More Information
Screens with the Split Tag Button
Project Defaults
Customer Installed Procedures (CIPs)
Steel Plate Handling
Standard Workflow
Process Diagram
Preliminary Settings
Commodity Parts for Plates and Shapes
Attributes for Plate Dimensions
Shape Item Type
BOM Position Attributes
Settings for Requisition Creation
Requisition Status
Requisition Number Rule
Requisition Description Rule
Where Conditions for Disposition Rules
Disposition Rules
Where Conditions for Plate Materials
Requisition Nodes and Templates
BOM Setup
Where Conditions for Split Criteria
Split Criteria
MTO Type
Settings for Material Receiving on Site
Locations and Warehouses
Site Material Status
Number Rules
Project Defaults
ZB_PL_PART
ZB_SH_PART
ZB_X_ATTR
ZB_Y_ATTR
Custom installed procedures (CIPs)
Plate BOMs
Plate Requisitions
Commercial Cycle
Plate Receiving on Site
Receiving by PO
Plate Transfer to the Nested System
Loading Shapes from the Nested System
Reservation Run on Shapes
Define a Work Package
Define a Reservation Run
Start Reservation Run
Plate Issue
Direct Plates
Direct Receiving into Nested Plate Warehouse
Direct Issue from a Nested Plate Warehouse
Plate Drop-Offs
Split Plates
Plate Over Issue against the BOM
Subcontractor Management System
Subcontracting Overview
Setup
Base information
Add a company type
Add a communication type
Add an e-mail template
Approval templates and representatives
Create or edit an approval template
Specify representatives
Activate representatives
User titles
Glossaries
E-Supplier entry and access
Specify access for potential suppliers
Specify behavior for company qualifications
Specify Help for E-Supplier screen
Specify a logo for E-Supplier screen
Alerts
Scope of Work (SOW) templates
Create an SOW template in a product group
Copy an SOW template to a project
Attach an SOW to a requisition
Attach an SOW to an inquiry
Attach an SOW to an order
Requisitions
Create a new requisition
Create an engineering requisition from plan data
Specify requisition type, order type, and pricing type
Enter alternates and options for a requisition
Assign potential bidders to a requisition
Link a requisition to a master agreement
Approve or reject a requisition
Procurement
Procurement setup details
Set up procurement details
Enter a question list
Enter diversity codes
Enter rate types
Insurance certificates
Enter an insurance certificate
Upload a file for an insurance certificate
E-Supplier workflow
Login requests
Enter a new login request via E-Supplier
Edit a login request
Assign users to approve a login request
Approve a login request
Questionnaire
Access the questionnaire via E-Supplier
Access the questionnaire via menu tree
Answer a questionnaire
Specify materials/work group
Upload a file to answer a question
View an uploaded document
Company profile
Assign users to approve a company profile
Approve a company profile
Reference documents
Passwords
Set password
Change password
Request password
Disable contact
Supplier history
Migrating to E-Supplier
Diversity
Inquiries
Addenda
Create a new supplement
Enter a reason for a supplement
Enter addenda on an inquiry
Set approval sequence for addendum
Approve addendum
Issue addendum
Alternates/options
Enter alternates and options for an inquiry (RFQ)
Enter alternates and options for an inquiry (commercial evaluation)
View sum of alternates and options for a bidder
Attachments
Bidding
Enter a date for notice of intent to bid
Specify whether a bidder will bid on an inquiry
Enter pre-bid meeting information
Create an approved bidder list
Filter the bidder list
Request bidder approval for an inquiry
Budgeting
Commercial evaluation and bidder quotation
Access inquiries via E-Supplier
Enter labor rates for a subcontract
Enter allowances
Enter equipment rates
Approve a quote summary
Agreements
Create a notice to proceed
Enter a pricing type for an agreement
Enter a payment type for an agreement
Enter details for an agreement
Add a change order request to an agreement
View changes to an agreement
Issue an agreement
Requisition planning
Create a requisition planning item
Create an inquiry before a requisition
View milestones for a planned requisition item
Review the planning history of a requisition item
Site
Subcontract management setup information
Subcontract progress
Item Progress
Milestone Progress
Schedule of Values Progress
Subcontractor workload
Lower tier subcontract information
Daily work journal
Bonds and surety
Punch lists
Invoices
Closeout checklists
Site administration
Safety notices
Daily site conditions
Conversation logs
Requests for information
Inspections and tests
Turnover packages
Non conformance reports
Issues
Notices to comply
Change management
Potential change orders
Change order requests
Field work directives
Change orders
Backcharges
Overall Functionality
Approving objects
Approving objects by web approval
Attaching documents
Deliverables
eSignature
Specify a secret question and answer
Define a certification statement
Sign and submit a quotation
Sign an agreement or change order
Sign a change order request
Price breakdown
Enter price breakdown information
Specify labor hours for a price breakdown item
SOW milestones
SOW plans, requisitions, and inquiries
Create an inquiry from a plan
Create a requisition from a plan
Create an inquiry from a requisition
Variation rates
Acronyms
More Information
Approval Sequences
DBA Settings
COMP_LOGIN_HELP
COMP_REG_QLF
LOGIN_REQUEST_APT
WEB_APPROVAL_URL
Privileges
Project Defaults
ZI_WEB_DOC
ZP_APRADD
ZP_APRCLOI
ZP_APRCOR
ZP_APRINV
ZP_APRMSP
ZP_APRSOV
ZP_APRSVP
ZP_APRWKP
ZP_BCRANG
ZP_BCRULE
ZP_BIDEVAL
ZP_BOMASTP
ZP_CONSCLS
ZP_CONSPCI
ZP_CORRULE
ZP_EMT_ANS
ZP_EMT_IA
ZP_EMT_IR
ZP_EMT_ISS
ZP_EMT_PA
ZP_EMT_PLF
ZP_EMT_PLI
ZP_EMT_PR
ZP_EMT_PWC
ZP_FWDRANG
ZP_FWDRULE
ZP_HC_DFLT
ZP_MS_PLAN
ZP_OC_ADD
ZP_PCORANG
ZP_PCORULE
ZP_PL_HIST
ZP_POP_MG
ZP_QL_MODE
ZP_QS_SIGN
ZP_SC_ATT
ZP_SFI_UPP
ZP_SMINCPO
ZP_TP_PCO
ZP_USECON
ZR_EMT_RA
ZR_EMT_RR
ZR_SC_ITY
ZR_SC_PART
ZX_AMOUNT
ZX_DOC_SET
ZX_GLOSSAR
ZX_QTY
Glossary
scope of work
schedule of values
price breakdown
alternates
Document Import Interface
What's New
Record Structure for Document Import Interface
Document Header Line
Optional Field Line
NLS Short Description Line
NLS Description Line
Importing Documents into Smart Materials
DBA Settings
Import File Example
Import Jobs
Updating Documents using Document Import Interface
Documents API
Prerequisites
API user
Settings
SmartPlant Markup Plus
Part I: Transfer documents to Smart Materials
Procedure SET_LOGIN_ENV
Procedure INSERT_DOCUMENT
Import Results
Part II: Link documents to VDRs
Procedure SET_LOGIN_ENV
Procedure LINK_DOC_TO_PO_VDR
Part III: Update status information of documents
Procedure SET_LOGIN_ENV
Procedure UPD_PO_VDR_DOC
Documents API Examples
Example for Document Import
Example for Link Document to VDR
Example for Update Status of Linked Document
Open Ident Interface
What's New
Features and Functionality
Imported Data
Reference Data
Context of Import Execution
Idents
Ident Descriptions
Ident Attributes
Ident Structures
Job Execution
Error Handling
Import Protocol
Prerequisites
Required Data in the Smart Materials Database
NLS
Commodity Codes
Geometrics
Attributes
Units
Unit Conversion Rules
DBA Settings
File Format
Supported Record Types and Their Processing Rules
IDENT
IDENT_NLS
IDENT_ATTR
IDENT_STRUC
Record Structure
IDENT
IDENT_NLS
IDENT_ATTR
IDENT_STRUC
File Format Example
Data Import
Extracting the Data from the 3rd Party or Legacy System
File Placement
Defining an Import Job
Starting Job Execution
File Transfer into the Interface Table
Import Main Program
Log File Creation
Reviewing the Logfile
Erroneous Import Data
Correcting Import Data and Starting Over
Viewing and Modifying Imported Data
Idents and Ident Values
Assembly Data
Data Export
Setting Up Where Conditions
Starting Job Execution
Reviewing the Export File
Implementation
Smart Materials Tables
Stored PL/SQL Program Units
Transaction Control
Exclusive Object Locks
Dependencies on Other Smart Materials Modules
More Information
Setup and Configuration
Directories and Files
File Placement
Adjusting the SQL*Loader Parameter File
Configuring Smart Materials Settings
OII Export
OII Import
Error Messages
Error Messages on S.80.11
Error Messages on S.80.14
Error Messages in the Import Protocol
General Messages
Messages Related to Missing or Invalid Data
Messages Related to IDENT Records
Messages Related to IDENT_NLS Records
Messages Related to IDENT_ATTR Records
Messages Related to IDENT_STRUC Records
Messages Related to SQL*Loader Import
SQL*Loader Control/Parameter File
Control File oii500.ctl
SQL*Loader Parameter File oii500.par
Import Protocol Script
Export Script
Open MTO Interface
What's New
Smart Materials BOM Data Structures
Propagating Variable BOM Attributes
BOM Issue Status
BOM Revision Control and Release/Lock Status
Design Change Control
Mapping BOM Hierarchical Data to a Flat File Structure
Processing PDS BOM Reports
Processing Smart Instrumentation Data
Open API Features
Prerequisites
ORACLE Tools
Required Data in the Smart Materials Database
Database Configuration
Imported Data
General File Format
Record Types
Record Layout
Processing Logic
Transfer / Simulation Mode
Replace / Append Mode
Position Numbering
Design Change Control: Processing Site Quantities
Delayed automatic reissue of DCI quantity
Tagged Items
TAG – Attribute Based Tag
BOM Assemblies
Import with Company Mapping
Fabrication Tracking - Spool Import Mode
Object Codes and Recognize Mode
Import File Example
Data Import
File Placement
Defining an Import Job
Starting Job Execution
Reviewing the Import Protocol
Flat Loading Config Import
Collect Import Data
Define Column Mappings
Start Flat Loading Config Import
BOM Data Export
Selecting Data to be Exported
Specifying Export Parameters
Starting BOM Export
Open API
Available PL/SQL Packages
Integration of Data Loading CIP Procedure
Creating a Job Programmatically
Loading Data Programmatically
Event Procedures
Transaction Control
Implementation Reference
Smart Materials Tables
Stored PL/SQL Program Units
Transaction Control
Lock Handling
More Information
Setup and Configuration
Directories and Files
File Placement for Online and Batch Jobs
Adjusting the SQL*Loader Parameter File
Configuring Smart Materials Settings
Relevant DBA Settings
Web Environments
Online Mode
Batch Mode
Relevant Project/Discipline Default Settings
Lock Handling Setup
Error Messages
Utility Files and Scripts
SQL*Loader Parameter File
Export Script (B.20.01.44)
Import Protocol Report Script (B.40.R.01)
Open Procurement Interface
What's New
Oracle Prerequisites and Data Setup
ORACLE XML Parser
Control and Parameter File
Database Configuration
DBA Settings
Project Defaults
Importing Data Using XML Files
General File Format
Tags for Orders
Tags for Descriptions
Tags for Other Costs on Orders
Tags for Other Cost Descriptions on Order
Tags for Line Items
Tags for Item Shipments
Tags for Other Costs on Line Items
Tags for Other Cost Descriptions on Order Line Item
Processing Logic
Document Type Definition (DTD)
File Format Example
Split Tag with an OPI XML Import
Importing Data Using .dat Files
General File Format
Processing Logic
Importing Data Using CIP Logic
Imported Data by CIP ASCII Using TXT Files
General File Format in the Example CIP
Processing Logic
Imported Data by CIP Data Using Data from table M_OPI_IMPORT_STRINGS
General Data Format in the Example CIP
Processing Logic
Imported Data by CIP XML Using XML Files
Importing Data from an Excel File
General File Format
Split Tag with an OPI Excel Import
Data Import
Defining an Import Job
File Placement
Starting the OPI Job
Reviewing the Import Protocol
Messages
Smart Materials Messages
ORACLE Messages
Supported XML Date Formats
Open Requisition Interface
What's New
Prerequisites
DBA Settings
Project Defaults
Import from ASCII File
Line Types and Their Formats
TAG_DEF
NODE_BEGIN
NODE
REQ_1
REQ_2
REQ_NLS
REQ_ATTR
RLI_1
RLI_2
RLI_CCL_S_1
RLI_CCL_S_2
RLI_CCL_L_1
RLI_CCL_L_2
RLI_ATTR
RLI_AC
Line Type Sequence
Line Type Hierarchy
Example of an Import File
Import from Excel File
Data Validation and Handling of Error Conditions
Performance and Tuning
Processing of Positions with Tag Number (Tagged Items)
Commodity Group and Part for the Creation of Tagged Items
Import Jobs
Additional Comments
Open Supplier/Company Interface
What's New
Oracle Prerequisites and Data Setup
ORACLE XML Parser
Database Configuration
DBA Settings
Project Defaults
Importing Data using XML Files
General File Format
Tags for Company Data
Tags for Company Types
Tags for Company Type Descriptions
Tags for Companies
Tags for Company Descriptions
Tags for Company Contact People
Tags for Communication Links (Contacts)
Tags for Assign Company Types
Tags for Company Addresses
Tags for Communication Links (Address)
Tags for Supplier Data
Tags for Qualifications
Tags for Qualification Descriptions
Tags for Supplier
Tags for Supplier Qualifications
Tags for Supplier Material Groups
Tags for Supplier Manufacturers
Tags for Supplier Attributes
Processing Logic
Document Type Definition (DTD)
File Format Example
Imported Data using CIP Logic
Imported Data by CIP XML using .xml files
Data Import
Defining an Import Job
OSCI Job Options
File Upload
Starting the OSCI Job
Analyze Mode
Reviewing the Import Protocol
More Information
Messages
Smart Materials Messages
ORACLE Messages
Supported XML Date Formats
Accounting and Activities module
Setup
DBA Settings
Project Defaults
Account Code Structures
Maintain Account Codes
Account Codes
Import Account Codes
Import File Format
Import Job
Account Codes
Requisition Accounts
Order Accounts
Other Cost Accounts
Export Order Progress
Activities
Activities
Import Activities
Import File Format
Import Job
Activity Impact
Documentation Tasks
What's New
Setup
DBA Settings
Project Defaults
Documents
Load Documents
Maintain Documents
Document Sets
Text and Terms
Maintain Text and Terms
Maintain Text and Term Sets
Copy Text and Terms
Copy Text and Term Sets
Notes
Maintain Notes
Copy Notes
Vendor Data Requirements
Configure VDR Events
Maintain Vendor Data Requirements
VDR Sets
Templates
SOW Templates
Copy SOW Templates
Support, Copyright, and Legal Information
Customer Support and Technical User Forum
Hexagon Policy Against Software Piracy
Copyright Notice