Line Items - Intergraph Smart Materials - 10.2 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.2)

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Smart Materials/Smart Reference Data Version
10.2

The line items of the agreement appear on the Line Items tab.

The Pos field shows the position or line item number. If you manually insert an additional line item, the next available position appears in this field, depending on the project default ZR_RLIINC, but you can change this value. Position numbers can be changed for agreements that are not COs and that are not approved.

The red background color of this field indicates that the order description of the ident has been changed. You can double-click in this field to open Window 3, where you can maintain item shipments, other costs, account codes, and attributes of the selected agreement line item.

The Sub field displays the agreement sub line item number.

The Ident Code field shows the ident code placed on this line item.

The Tag Number field shows the tag number specified for this ident.

The commodity code of the selected ident appears in the Commodity Code field. This field is highlighted with a light blue background color if the agreement line item was created manually.

The Incl check box indicates whether the line item is part of the current agreement. If the check box is selected, the line item has been modified on this agreement supplement. Otherwise, it means that a position of a previous supplement has not been changed and is therefore not included on the current agreement supplement.

The Cause field shows why this agreement line item has been placed on the agreement. The available options with their meanings are listed below.

  • New – This agreement line item is new and cannot be found on any previous supplement.

  • Quantity Change - This agreement line item has been included in the current supplement due to a quantity change. There are no changes with respect to the attached documents, VDRs, or attributes.

  • Other Changes - This agreement line item has been placed on the current supplement due to any changes except for a change of quantity.

  • Qty / Att. Change - Both the quantity and the attachments (documents, VDRs, or attributes) have been modified in comparison to the previous supplement.

  • Unchanged - This agreement line item is not part of the current supplement because it has not been changed at all. It was included on a previous supplement.

The Size 1/2 field shows sizes one/two (Input 1/2) of the ident.

The item type of the ident is displayed in the Item Type field.

Enter the total quantity of this agreement line item in the Quantity field.

The Quantity Unit field shows the unit of the quantity. You can select this unit from the LOV; all units defined for the unit groups 'WEIGHT', 'VOLUME', and 'QUANTITY' are available for selection. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined.

The Last Quantity field shows the previous quantity of the line item, that is, the quantity of the item before a CO was created. If the agreement is not a CO, the field shows 0 (zero).

The difference between the (actual) quantity and the last quantity of the line item appears in the Changed Quantity field. If the agreement is not a CO, the field shows 0 (zero).

The Released Quantity field shows the total quantity released to procurement for the requisition line items associated with the agreement line item.

Enter the unit price of the line item for a quantity of 1 in the Unit Price field.

The Extended Price field displays the extended price of the line item. If the price base is 'QTY-UNIT', the extended price is calculated by multiplying the quantity with the unit price. If the price base is 'WEIGHT-UNIT', this field is calculated as the product of quantity, unit price, and unit weight.

In the Alternate/Option Costs field, you can see the costs that are included in the extended price caused by alternates and options. Only alternates and options for which the Include (in price) indicator is selected are taken into account.

The Discounted Price field shows the discounted price of the line item. The discounted price is determined by the extended price reduced by the discount.

The discounted price for the changed quantity is shown in the Delta Discounted Price field. This value is only of interest if the project default ZP_CODELTA is set to Y.

The price to be paid for the supply of a quantity of 1 can be entered in the Supply Price field.

The price to be paid for installation of a quantity of 1 can be entered in the Install Price field.

The Gross Other Costs field shows the sum of all other costs that are attached to the agreement line item without discounts.

The Net Other Costs field displays the sum of all other costs that are attached to the agreement line item, including discounts.

The net price of an agreement line item is calculated as the sum of the discounted price and the net other costs and appears in the Net Price field.

The Currency field shows the currency for the agreement line item costs. When a new line item is entered, the currency of the agreement header is copied over as the default, but this default can be changed. You can select a currency from the LOV; all currencies defined for the unit group 'CURRENCY' can be selected. You can double-click in this field to open the A.10.12 Units of Measure screen.

Select the price base from the dropdown list in the Price Base field; the available options are

  • QTY-UNIT

  • WEIGHT-UNIT

If the price base is set to the weight unit, the costs are calculated using the unit weight and the quantity, otherwise, using only the quantity.

Select the base for the discount calculation from the dropdown list in the Discount Base field. By default, the base for the discount calculation is set to 'Discount %'.

The discount in percent granted by the supplier appears in the Discount % field. When you enter a discount percentage, the discount amount is automatically calculated. The discount is applied to the extended price of the agreement line item.

The discount amount granted by the supplier appears in the Discount Amount field.

The OC Discount field shows the amount of the discount defined on the other cost level and applied to the extended price of the agreement line item.

The Budget field shows the sum of the budgets that have been assigned on R.30.01 to the requisition line items that are associated with this agreement line item.

The Accepted indicator is set if the user has checked the quantity of the line item and wants it to be approved as-is.

In the Unit Weight field, enter the supplier's suggested unit weight including packing.

The Total Weight field shows the total weight, which is calculated as the product of the quantity and the unit weight.

The Weight Unit field shows the unit of the weight. You can select this unit from the LOV; all units defined for the unit groups 'WEIGHT' and 'QUANTITY' are available for selection. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined.

Enter the packing volume in the Volume field.

The Volume Unit field shows the unit of the volume. You can select this unit from the LOV; all units defined for the unit groups 'VOLUME' and 'QUANTITY' are available for selection. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined.

The packing dimensions can be entered in the Dimensions field.

The Incoterm field displays the name (code) of the incoterm. You can double-click in this field to open the P.10.34 Incoterms screen where incoterms are defined.

Select the delivery place of the material from the LOV in the Delivery Place field. You can double-click in this field to open the P.10.37 Delivery Places screen where delivery places are defined.

The date on which the supplier promises to deliver the associated item shipment(s) appears in the Prom Contract field.

The Diff indicator shows whether different promised contractual dates exist. Except for BOs for which no item shipments are created, you can modify the promised contract date.

The Expediting indicator shows whether this line item is to be passed on to expediting, traffic, and site.

The revised original promise date appears in the Rev Prom field.

The First Ship field shows the least number of weeks required for shipping the item.

The Last Ship field shows the greatest number of weeks required for shipping the item. When you update this field, the following expediting dates are recalculated:

  • Prom Ship

  • Curr/Rev Prom Ship

  • Prom On Site

Enter the name (code) of the country from which the material of this line item comes from in the Country of Origin field. You can double-click in this field to open the A.10.34 Countries/States/Provinces screen where countries are defined.

You can enter the name of the manufacturer in the Manufacturer field. If the agreement is based on a quote summary, the manufacturer is copied from the corresponding quote detail (if filled).

You can enter the manufacturer's catalog number for the item being supplied in the Catalog Number field.

The % Dom. Prod. field displays the percentage of the line item material that was manufactured in the U.S.

The TE Rqd indicator shows whether a technical evaluation is required for this line item.

The TE Passed indicator shows whether the technical evaluation has been done for this line item. This check box must be selected to approve the agreement if the line item requires a technical evaluation, that is, the TE Rqd check box is selected. The TE Passed check box can be selected manually or by clicking the Pass TE button on the Agreement tab.

You need the TECHNICAL EVALUATION privilege to update this indicator.

The Exp Lic Req indicator shows whether an export license is required for this item.

You can enter the date the export license was received in the Exp Lic Recv field and can enter the export license number in the Exp Lic Number field.

The account code assigned to this agreement line item can be selected from the LOV in the Account Code field.

In the Final Approved Amount field, you can enter the finally approved amount.

In the Final Approved Schedule Change field, you can enter the days of the final approved schedule change.

You can select the name (code) of the pricing type from the LOV in the Pricing Type field. You can double-click in this field to open the P.10.66 Pricing Types screen where pricing types are defined.

Enter the notice to proceed date in the Notice to Proceed field.

Enter the date on which this line item is available for closing in the Closed field.

You can enter any comment for this line item in the Comment field.

The Cancel Req indicator shows whether purchase of associated requisition line items is to be regarded as being cancelled.

The name (code) of the engineering requisition appears in the Engineering Requisition field, together with the requisition supplement in the Suppl field, the requisition line item in the RLI Pos field, and the requisition sub line item in the RLI Sub field. This information shows which requisition line item is associated with this agreement line item.

The Proc Seq field shows the order sequence number that will be used for tracking of agreement line items related to the requisition line item throughout several requisition supplements if the project default setting ZR_PROCSEQ is activated.

The Group By 1 to 5 fields display the values of the first to fifth group-by attribute.

The ident short description appears in the Ident Short Description field.

Buttons

You can click the SPRD Explorer button to explore reference data. You can click the Populate Cart Idents button to populate the agreement with the idents of a pre-defined ICC (ident collection cart). This action creates a log file named 'PO Line Items_xxx.log', where xxx represents a sequential number. Click the Show Import Log button to view this log file.

The afore-mentioned buttons are only available for agreements that are not approved and that are not corporate warehouse (CWH) or FIM warehouse agreements.

For more information about the SPRD Explorer and the ICC, see SPRD Explorer and Ident Collection Cart.

For more information about the Order By ... button, refer to Core Workflow Screens.

You can click the Renumber button for agreements that are not approved to renumber the positions of the line items.

This button is not enabled for COs because material must keep its position on a CO.

When you click this button, the CIP m_pck_po_custom.renumber_pos is executed. With the standard installation of this CIP, gaps between the positions of an agreement are closed.

If you want to split an agreement line item that does not contain a master tag, you can click the Split Line button. Reasons for splitting line items could be different delivery dates or delivery places of the material.

This button is not enabled for BOs. For all other agreements, it is only active if the line item fulfills the following requirements:

  • The position is not a master tag.

  • Master and detail tags have not been created on the item shipment level.

  • The agreement is not approved.

If you click this button, an identical copy of the current line item is created, including all subsequent data as cross references to requisition line items, attached attributes, other costs, documents, VDRs, and milestones. With respect to the item shipments, only the first one is copied to the new line item.

The number of copies of the current line item that are created depends on the value entered in the No. of Splits field. The quantity of the new agreement line item(s) is set to 0 (zero), and the quantity of the current line item remains unchanged. It is up to you to adjust the quantities accordingly.

The newly created line item(s) are highlighted with a yellow background color in the Pos and Sub fields.

You can split tagged items using the Split Tag button.

The Split Tag button and the No. of Splits field are not available for agreements for corporate or FIM warehouses, or for BOs. Additionally, the agreement line item can only be associated with one requisition line item at most. You cannot create splits after an agreement has been approved.

The number of detail tags to be created in one step is determined by the number entered in the No. of Splits field. By default, the value of this field is set to 1. If the first tag split is created, two splits are created (at least), regardless of the value in this field.

If you place a master tag on a CO, all of its detail tags are automatically included in the CO, too. If you place a detail tag on a CO, its master tag and all remaining detail tags are also inserted on the CO. If you delete a master tag, all of its detail tags are also deleted. Detail tags can be deleted from agreements. They can only be deleted from a CO if they were newly created on that CO. If you delete the second to last detail tag, the remaining detail tag is also deleted to prevent a master tag with only one detail tag. In this case, the sub position of the master is reset to 1.

Generally, you cannot delete line items from an approved agreement. But if you have created a detail tag on the agreement line item level after the approval, that is, the detail tag has been created by expediting, traffic, or site; you can delete such a detail tag on this screen.

If an agreement is based on a quote, it might occur that you cannot create splits for a tagged item. In this case, the error message ‘MAR-30124: Master tag cannot be split a second time.' appears. You will observe this problem if one of the bidders/suppliers who was involved in the bid evaluation but was not selected had already created splits. In this case, you must delete the splits of this supplier on the Quote Details tab of P.30.22 Commercial Evaluation in order to be able to create splits on this screen. This problem can only occur for tagged items on the BOM.

You can click the Add Lines button to add positions to a blanket order (BO). The Engineering Requisitions - Add lines to BO window opens, where you can select the requisition line items that you want to add.

This button is only enabled for agreements of type blanket order (BO).

Click the Attachments button to open the D.90.21 Attachments screen where you can administer the line item attachments like documents, VDRs, and attributes. If the agreement supplement is not the highest or not the highest approved supplement, the screen is opened in query-only mode; that is, changes cannot be applied.