Create agreement from corporate warehouse - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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10.2

The Create Agreement from Corporate Warehouse option is available, if all or part of the required material can be found in the CWH.

  1. Select the Create Agreement from Corporate Warehouse option.

  2. Click Continue.

  3. In the Create New Agreement dialog, fill in all data that are required.

    For more information on the individual fields see Specify Agreement Details.

    The fields of the Create New Agreement dialog and their descriptions are listed below.

    Field

    Description

    Header

    Agreement Number

    Number of the agreement

    This field is automatically filled by the CIP m_pck_po_custom.gen_order_number when calling this dialog. If the CIP does not return any value, the inquiry (based on the quote summary) is copied over as the agreement number.

    The default number can be overwritten.

    Agreement Type

    If it's a purchase order agreement, the available types are:

    • Blanket Order

    • Purchase Order

    • Notice of Commitment

    • Notice to Proceed

    • Field Order

    • Rental Order

    If you create the agreement for CWH, FIM or warehouse, only Purchase Order type is available. For manual agreements and for agreements based on inquiry-only quotes, not all types are available.

    If it's a subcontract agreement, the available types are:

    • Master Agreement

    • Subcontract

    • Notice of Commitment

    • Notice to Proceed

    • Service Agreement

    • Work Order

    Short Description

    Agreement short description

    Description

    Agreement description

    Client Agreement Number

    Optionally, enter a client agreement number if required.

    Origin

    The name of the office that is responsible for the agreement.

    The origin assigned to project default ZX_ORIGIN is used as the default value. If the agreement is created from a requisition, the origin is copied from this requisition. You can change this default value by selecting a value from the list.

    Issued By

    The name of the office that has issued the agreement.

    The origin assigned to project default ZX_ORIGIN is used as the default value. You can change this default value by selecting a value from the list.

    Number Rule

    You can select a number rule from the Number Rule list, to be applied when you click the Generate Number button.

    Supplier

    Supplier

    Name of the supplier of this agreement

    Company Name

    Supplier's company name

    Contact

    Code of supplier's contact person

    Name

    Name of supplier's contact person

    Country

    Supplier's country of origin

    Responsibilities

    Buyer

    Responsible buyer of the agreement.

    Expediter

    Name of the expediter assigned to this agreement.

    If you select an agreement template, expediter is copied from there.

    • Expediter is not displayed on agreements of type 'Subcontract'.

    • If project default ZX_PRIVREQ is set to Y, you can only assign an expediter if you have the ASSIGN EXPEDITER privilege.

    • Only users with the EXPEDITER privilege can be selected.

    Traffic

    Name of the traffic coordinator assigned to this agreement.

    If you select an agreement template, traffic coordinator is copied from there.

    • Traffic is not displayed on agreements of type 'Subcontract'.

    • Only users with the TRAFFIC privilege can be selected.

    Section

    Section assigned to this agreement.

    Financial Details

    Currency

    Currency used on the agreement.

    Pricing Type

    Pricing type assigned to this agreement.

    Payment Type

    Payment type assigned to this agreement, with the available values:

    • Schedule of Values

    • Measured Quantity

    • Milestone Progress

    If project default ZP_SMINCPO is not set to Y, Payment Type is only displayed on agreements of type 'Subcontract'.

    Account Code

    The account code assigned to this agreement.

    If the project default ZJ_USE_AC is set to Y (using the Account Code module), you cannot enter the account code here.

    Delivery Details

    Routing Method

    The name of the routing method assigned to the agreement.

    Not displayed on agreements of type 'Subcontract'. If project default ZP_RM_MAND is set to Y, routing method is mandatory and must be entered.

    Point of Origin

    Point of origin for the supplier.

    If you select an agreement template, point of origin is copied from there.

    Not displayed on agreements of type 'Subcontract'.

    ETA Site

    ETA (estimated time of arrival) date for which the delivery to site has been forecasted.

    Not displayed on agreements of type 'Subcontract'.

    Post Agreement

    Expediting Level

    Expediting Level is copied from requisition or inquiry, depending on selected option. If you select an agreement template, expediting level is copied from there.

    Not displayed on agreements of type 'Subcontract'.

    Inspection Level

    Inspection Level is copied from requisition or inquiry, depending on selected option. If you select an agreement template, inspection level is copied from there.

    Not displayed on agreements of type 'Subcontract'.

    Criticality Level

    Criticality Level is copied from requisition or inquiry, depending on selected option. If you select an agreement template, criticality level is copied from there.

    Not displayed on agreements of type 'Subcontract'.

    Others

    Agreement Template

    Optionally, you can select any existing agreement as a template for the new agreement.

    The following agreement header values will be copied from the template:

    • Point of Origin

    • Country Code

    • Expediter

    • Traffic

    • Expediting Level

    • Inspection Level

    • Criticality Level

    • Account Code

    If the supplier of the new agreement and of the selected template agreement are identical, Contact, Manufacturer and addresses are also copied from the template, and the manufacturer is populated to all agreement line items.

    Country code (country of origin) and account code are inherited to all line items.

    If exactly one incoterm can be found on the template agreement line items, this incoterm will be populated to all line items of the new agreement, else not.

    If exactly one delivery place can be found on the template agreement line items, this delivery place will be populated to all line items of the new agreement, else not.

    If available, properties, documents, VDRs, text and terms, other costs, rates, closeout activities and progress payment events are copied from the template agreement to the new agreement. If the new agreement is based on a quote summary with attached progress payment events, these events are deleted and the events of the template agreement are assigned to the agreement instead.

    SHARED Tip You can click Back to go back to the previous dialog to select another kind of agreement. To cancel the agreement creation, click Cancel.

  4. Optionally, click Generate Number to generate the Agreement Number using the rule assigned to project default ZP_PO_RULE or the rule entered in Number Rule.

  5. Click Create Agreement.

    An agreement will be created with line items for all idents found in the CWH with the required quantity (or at least the on-hand quantity if not the total required quantity is available in the CWH).

    If the total quantity is not placed on the agreement because not all is available in the CWH, the remaining quantities and positions must be ordered with a separate agreement from a ‘real’ supplier.