Explanation - Intergraph Smart Materials - 10.1 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.1)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1

In Smart Materials, a requisition refers to an engineering material (or services) requisition. It contains the required material quantity plus contingency, specification, and requirement definitions from the engineering department. The requisition is released to the Procurement (MSCM) module of Smart Materials for further action; for example, the requisition is used to create an inquiry, make an addition to a blanket order, and so forth.

Using inquiries is an essential part of the procurement process that allows a company to obtain competitive quotations for goods and services, as well as the best delivery schedules for a project.

For all blanket orders, it is essential that an inquiry be undertaken in order to register the list of prices for the commodity parts that appear on the blanket order. For agreements, inquiries can also be used to register the prices, deliveries, and so forth, although it is not mandatory to use inquiries in Smart Materials for normal agreements like purchase order (PO) or subcontract (SC). The use of inquiries for POs should reflect the company’s normal business practice.

The inquiry cycle in Smart Materials is always triggered and started by released requisitions coming from engineering. Engineering is able to send two different main types of requisitions to procurement:

  • Requisition for inquiry: These requisitions can be used to find prices for material but do not allow procurement to purchase this material. Requisitions for inquiry can be used to create inquiries, for bid evaluation, to select suppliers/subcontractors, and to create a blanket order (BO)/master agreement (MA). A BO/MA can then later be used to transfer prices and conditions based on a new requisition for purchase from the blanket order into a new PO/SC. Or, you can create a requisition for purchase from the inquiry, which is used to create the PO/SC.

  • Requisition for purchase: The requisition for purchase contains material/services that must be purchased by procurement according to the specification of material/service and the needed quantity at the planned time at the correct place. The requisition for purchase can be used to create inquiries, for bid evaluation, to award suppliers/subcontractors, and to create PO/SCs, or it can be used to create PO/SCs directly without going through the inquiry cycle.

The inquiry cycle in Smart Materials is the process of:

  • Assigning a buyer to the requisition.

  • Creating the inquiry.

  • Assigning bidders to the inquiry.

  • Approving the inquiry.

  • Sending the request for quotation to the bidders.