Agreement Revision Cycle Time - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Intergraph Smart Materials Web Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

It is important to prepare and issue agreement revisions in a timely manner as it is the only method by which the terms and conditions of an existing agreement may be modified. Additionally, the agreement revision must be issued to benefit from all of the down-stream functionality in Smart Materials (for example, expediting and materials management).

All agreement supplements greater 0 (zero) are considered as revisions.

The objective of the Agreement Revision Cycle Time metric is to measure how efficient your company is at processing agreement revisions once the requisition for purchase is released in Smart Materials by engineering. The Agreement Revision Cycle Time metric is calculated based on the agreement revision approval date and the requisition for purchase release date.

If multiple requisitions are assigned to the agreement, the latest release to procurement date is taken.

BIRAgreementRevisionCycleTimePicture1

To generate an Agreement Revision Cycle Time report, select the appropriate format from the Report Formats group in the Selection box.

Select a month in the From and To lists to define the time frame for the report output. By default, the last 12 months are set as time frame

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

  • Buyer - The buyer assigned to and responsible for the agreement

  • Expediter - The expediter assigned to the agreement

  • 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.

  • Agreement Type - With the agreement type you define if you want to track purchase orders, subcontracts, or all agreements

  • Agreement Number - This option allows you to filter the report on particular agreements

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

SHARED Tip 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.

SHARED Tip Click BIROpenSelectionButton to collapse the Selection box. To display the Selection box again, click BIRCloseSelectionButton.

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

The cycle time categories used in the reports are specified with the parameters REV_FAST, REV_MEDIUM, and Rev_SLOW. You can change the parameter values on the A.30.05 Parameter screen in Smart Materials.

Report Formats

The Agreement Revision Cycle Time report includes the following report formats:

(1) Revision Cycle Time Distribution

The (1) Revision Cycle Time Distribution report format contains the agreement revision count on the y-axis and the agreement revision cycle days on the x-axis. The bars indicate the count for the respective month, and the curve shows the cumulative count up to this month. This diagram provides a quick visual of the agreement revision cycle time distribution and it is helpful when identifying outliers that are impacting the average agreement revision cycle time.

(2) Revision Cycle Time

The (2) Revision Cycle Time report format contains the agreement revision count on the y-axis, the agreement revision approval month on the x-axis, and presents an agreement revision cycle time overview. This diagram includes all agreement revisions by their approval month and identifies each agreement revision in one of these cycle time categories:

Fast (green)

Medium (yellow)

Slow (red)

The agreement revision cycle time and agreement revision count can be displayed by pointing to any of the bars on the graphic.

(3) Average Revision Cycle Time

The (3) Average Revision Cycle Time report format contains the calendar days on the y-axis and the agreement revision approval month on the x-axis. This diagram provides a monthly (bars) and cumulative (curve) agreement revision cycle time and is a useful tool to highlight agreement revision cycle time improvements over a period of time and to identify an agreement revision cycle time for a particular month. The cumulative average is calculated as the weighted average (based on the purchase order (PO) count) over the monthly averages. For example, having month A with a PO count of 70 and average cycle days of 10, and month B with an PO count of 2 and average cycle days of 40, the average is calculated as ((70*10)+(2*40))/(70+2)=10.83 days (unlike the simple average which would calculate as (10+40)/2=25 days).

(4) Revision Cycle Time %

The (4) Revision Cycle Time % report format contains the percentage on the y-axis and the agreement revision approval month on the x-axis. This diagram provides a quick visual of the percentage of agreement revisions approved during a particular month, which were processed in one of these cycle time categories:

Fast (green)

Medium (yellow)

Slow (red)

(5) Revision Processing Cycles per Project

The (5) Revision Processing Cycles per Project report format identifies the overall agreement revision cycle times at the project level. This is a good management level report to monitor the efficiency of a particular project procurement team.

(6) Revision Cycle Time Details

The (P6) Revision Cycle Time Details report format identifies all of the data elements that are utilized to generate the Agreement Revision Cycle Time 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 SearchColumn 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) Revision Processing Cycles by Month

The (7) Revision Processing Cycles by Month report format is automatically displayed just below the diagrams and cannot be selected from the Report Formats list. This report is useful to highlight cycle time details 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.

Screen

R.30.01 Maintain Requisitions

P.50.01 Agreements

P.50.07 Maintain Agreements

Table

CIP

n/a (no CIP)

Log File

get_p300_ir_details_......log

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.

Value

Screen

Field

Database Column

Other Source/Comment

Project

P.50.01

Project

m_po_headers.proj_id

all projects accessible for the login user

Supplier

P.50.07

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

all suppliers accessible for the login user

Buyer

P.50.07

Buyer

m_po_headers.buyer

Expediter

P.50.07

Expediter

m_po_headers.expediter

Item Type

P.50.07

A.10.15

Item Type

m_item_ships.ident ((-> m_idents.commodity_id -> m_commodity_codes.ity_id -> m_item_types.ity_code)

all item types from Smart Materials source screen

Agreement Type

P.50.01

Type

m_po_headers.order_type

Agreement Number

P.50.01

Agreement Number

m_po_headers.po_number

Suppl

P.50.01

Suppl

m_po_headers.po_supp

Origin

P.50.01

Origin

m_po_headers.origin_id (-> m_origins.origin_code)

Engineering Requisition

R.30.01

Engineering Requisition

m_reqs.r_code

Rel to Proc

R.30.01

Rel to Proc

m_reqs.rel_to_proc_date

requisition released to procurement

Approval Date

P.50.07

Approved Date

m_po_headers.approved_date

agreement revision approval date

Cycle Days

cycle days=(agreement revision approval date - requisition release to procurement date)