Buttons - Intergraph Smart Materials - 10.1 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.1)

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English
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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
10.1

The Ident Short Description field shows the ident short description, which is derived by calling the CIP procedure ident_desc (ident, nls). It is a non-database field.

You can click the Create Alternate button to create a new alternate as a duplicate of the actual quote detail. This button is not available:

  • if the line item is an alternate (alternate number > 0) or

  • if the line item is a split (that is, the Split Seq field is not empty) or

  • if the line item is a master or detail tag or

  • if the approval process of the quote has been started or

  • if the quote has already been approved or

  • if the quote detail has been assigned to another bidder and that quote has already been approved or the approval process for this quote has already been started.

You can click the Alternates button to create an alternate for EACH quote detail of the quote. The same conditions as for the Create Alternate button are applied. For example, alternates are only created for alternate 0, and alternates cannot be created if the quote has already been approved.

If you want to split the quantities of a quote detail into several lines, you must click the Create Split button. This button is not enabled if the quote detail fulfills any of the following conditions:

  • The bidder did not return a bid for this quote detail (that is, the No Bid check box is set).

  • The line item is a split (that is, the Split Seq field is not empty).

  • The line item is a master or detail tag.

  • The line item has already been selected for this bidder.

  • The line item has already been assigned to another bidder whose quote has been approved or for whose quote the approval process has already been started.

  • The approval process for the quote of this quote detail has been started.

  • The quote for this quote detail has already been approved.

The Split Tag button enables you to create splits for quote details. You cannot create detail tags for quote details for which alternates have already been created or the quantity of which has been split. Furthermore, splitting is only available if exactly one requisition line item is associated with the quote detail.

The 'normal' functionality of creating splits or alternates is not available for master or detail tags.

You can create only one detail tag at a time. So if you need to create three detail tags, you must click this button three times. Only when splitting a tag for the first time are two splits created directly.

Once a detail tag has been created, the quoted quantity of the master tag cannot be updated any longer.

The released quantity of the detail tags is set to 0 (zero).

If a detail tag has been created by mistake, it can be deleted. Master tags (or any other quote detail) cannot be deleted.

You can click the Inquiry Attachments button to open the D.90.21 Attachments screen to view the inquiry attachments.

You can click the Item Attachments button to open the D.90.21 Attachments screen to view the quote detail attachments.

You can click the Technical Evaluation button to open the P.30.23 Technical Evaluation screen where the technical evaluation details of the inquiry appear. You cannot edit any data on this screen.

When the quotation is completed, you can finalize the quote using the button at the right. The button is labeled depending on the setting of the project default ZP_QS_SIGN. If the project default is set to N (default), the button is labeled Finalize Quote, and the signature of the subcontractor is not required to finalize the quote. The Finalize Quote button locks the quote for the bidder, and an email message is sent to the contractor notifying them about the bid. If ZP_QS_SIGN is set to Y, the button is labeled Sign and Submit. With Sign and Submit, some additional steps are needed before the quote is locked and email is sent.

First, the bidder is prompted to add his electronic signature.

Enter your name and title in the Signed By and Title field. The current date is filled in the Date field; modify the date as needed. Then click the E-Signature button to electronically submit your signature. Another box opens.

The secret question that you have defined with your user account appears. Enter the correct answer in the Answer field, and click Submit. The accuracy of the answer is checked against the answer stored in the software. If your answer is not correct, a message appears, asking you to try again. If you fail three times, an email message is sent to your email account with the correct answer.

If the answer is correct, another box opens, displaying with a certification statement.

You must agree with this certification statement by clicking the I agree button.

If any of these three steps fail or is canceled by the user, the signature is not stored and the quotation is not finalized. The progress must be re-started by clicking Sign and Submit again. When the e-signature, answer, and certification statement are properly submitted, the quote is locked for the bidder, and an email is sent to the contractor with a notification about the bid.