Shipment Tracking - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

The Shipment Tracking report summarizes and reports on the PO (Purchase Order) line items shipment status.

• The Shipment Tracking report does not take quantity into consideration, and the agreement line item count is one (1) regardless of quantity.

• In case a tagged item has been split, only the master tag line item is counted, but not the detail tags. The master tag is considered being shipped if at least one of the detail tags is shipped. The on-time shipment is determined based on the Promised Ship Date of the master tag and the minimum Actual Ship Date of the detail tags.

• Only approved POs are considered.

The report tracks the planned PO line items shipment count, the actual PO line item shipment count, and the on-time PO line item shipment count as follows:

Planned - The report utilizes the PO line item Promised Ship Date from Smart Materials to generate the planned shipment curve. The promised ship date is fetched by the m_pck_bir_custom.get_p220_prom_ship_date CIP function. By default, the function returns the promised ship date (Prom Ship field on P.70.72 screen, m_item_ships.prom_ship_date), that is entered in the MSCM (Procurement) module when the purchasing representative is drafting the purchase order. The purchasing representative should take the Promise Contract Date and Routing Method into account when establishing the Promised Ship Date.

Actual - The report utilizes the latest PO line item Actual Ship Date from Smart Materials to generate the actual shipment curve. The actual ship date is fetched by the m_pck_bir_custom.get_ship_date_for_poli CIP function. By default, the function returns the actual ship date (Actual Ship field on P.70.72 screen, m_item_ships.actual_ship_date), that is entered by the project expediter when equipment and/or materials are released from the supplier’s shop.

The curve will be impacted if the project expediter is not entering the Actual Ship Date as equipment and/or materials are released. The Actual Ship Date utilization may be monitored on the On-Time Delivery report selecting the report format (6) Actual Ship Date Field Utilization.

On-Time - The Promised Ship Dates and the Actual Ship Dates are compared to generate the on-time shipment curve.

Before you run this report, you must execute a database job that prepares the data for the report. It is recommended to run this job at least once a day. For more details see Manage Synchronization Jobs.

To generate a Shipment Tracking report, select the appropriate format from the Report Formats group in the Selection box.

With the selection of a month in the From and to drop-down lists, you can define the time frame for the report output.

Additionally, you can select one or multiple values from the following lists, to filter and limit the displayed data accordingly:

• Project - Project for which the agreement is issued

• Supplier - Supplier assigned to the agreement

• Issued By - Office (origin) that issued the agreement

• Origin - Office (origin) on whose behalf the agreement is issued

• Section - Division or business group of the contractor

• Country - Supplier’s country

• Item Type - Material's item type. With the item type, you can specify if you want to track bulk material or equipment material, having a particular item type

The selection is limited to a maximum number of 1,800 entries.

To select multiple values, press and hold CTRL while selecting values from the list.

After selecting the values, click Go to apply the filter.

To remove the filter and display all data, click Clear All.

Click to collapse the Selection box. To display the Selection box again, click .

The chart legend entries are truncated if their length exceeds 30 characters.

Report Formats

The Shipment Tracking report includes seven report formats.

(1) Shipments (cumulative)

The (1) Shipments (cumulative) report format tracks the planned PO line item shipments (green) and the actual PO line item shipments (black). The diagram contains the months on the x-axis, and the PO lines count on the y-axis.

This report format provides a quick visual of the planned and actual PO line item shipments and is helpful when identifying the cumulative planned vs. actual PO line item shipments for a particular month. Pointing to any of the months on the lines, you can see the corresponding PO line number.

(2) Shipments incl. On-Time (cumulative)

The (2) Shipments incl. On-Time (cumulative) report format tracks the planned PO line item shipments (green), the actual PO line item shipments (black), and the on-time PO line item shipments (blue). The diagram contains the months on the x-axis, and the PO lines count on the y-axis. Pointing to any of the months on the lines, you can see the corresponding PO line number.

(3) Monthly Shipments

The (3) Monthly Shipments report format tracks the planned PO line item shipments (green) and the actual PO line item shipments (black). The diagram contains the months on the x-axis, and the PO lines count on the y-axis.

This report format provides a quick visual of the planned and actual PO line item shipments for a particular month and is helpful when identifying the monthly planned vs. actual PO line item shipments. Pointing to any of the months on the lines, you can see the corresponding PO line number.

(4) Monthly Shipments incl. On-Time

The (4) Monthly Shipments incl. On-Time report format tracks the planned PO line item shipments (green), the actual PO line item shipments (black), and the on-time PO line item shipments (blue). The diagram contains the months on the x-axis, and the PO lines count on the y-axis.

This report format provides a quick visual of the planned and actual PO line item shipments for a particular month and is helpful when identifying the monthly planned vs. actual PO line item shipments. Pointing to any of the months on the lines, you can see the corresponding PO line number.

(5) Shipment Summary

The (5) Shipment Summary report format identifies the total PO line count, total shipped PO line count, and total not shipped PO line count at the project level. This is a good management level report to monitor the utilization of the Actual Ship Date in the Expediting module. This means, utilizing the (5) Shipment Summary report format, you can quickly see if a project is not entering the Actual Ship Date. And therefore, the Shipment Tracking curves are not providing reliable information for this project.

For the calculation of the average days late, the actual ship date is used, or the date of the synchronization job execution in case the actual ship date is not set.

You can click any of the PO Line values to open the Expediting report where the corresponding line items are displayed. For more information, see Expediting.

The Shipment Tracking and Expediting reports use different synchronization tables. To ensure that both reports show the same data, the synchronization jobs should run at almost the same time.

(6) Shipment Details

The (6) Shipment Details report format identifies all data elements that are utilized to generate the Shipment Tracking metrics. This report is a good resource if there are questions concerning the details included as part of a particular report format.

• This is an interactive report.

• Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.

• To change the number of displayed rows, select a value from the Rows list.

Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).

(7) Monthly Shipment Details

The (7) Monthly Shipment Details report format is located below the curve display area and will be displayed automatically for each of the curve report formats. This report format is useful to highlight planned, actual and on-time counts for each month.

Data Sources

The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.

You can use the m_pck_bir_custom.get_p220_synch_and_clause CIP to add an AND clause for further restriction of the synchronization procedure. For example, you can use the sample code delivered with the CIP to fetch only tagged items (item types TWM and TOM).

The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.

(1) Shipments (cumulative)

(2) Shipments incl. On-Time (cumulative)

(3) Monthly Shipments

(4) Monthly Shipments incl. On-Time

(5) Shipment Summary

(6) Shipment Details

(7) Monthly Shipment Details