Requisition Cross Reference - 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)

The Requisition Cross Reference page shows the cross reference between the requisitions and the Inquiries and the Agreements pages. This page can only be used for viewing the data i.e. it is a Read-Only page.

An engineering requisition is a list of line items with material (and quantities) of usually the same type. They can be created automatically by a procedure (the MTO), which calculates the material requirements from the BOM, or manually. If the engineering requisition has been created by the MTO, it is derived from a requisition template, which defines the 'structure' and the material group of the material placed in the engineering requisition. On manually created engineering requisitions there is no logic for position and sub-position. When you click on the name of the requisition in the Engineering Requisition cell, the Maintain Requisition page is displayed.

To understand this page, you need to know the following:

Engineering Requisitions

Cell

Description

Engineering Requisitions

Name (code, number) of the requisition. When you click on any engineering requisitions, the Maintain Requisition page is displayed.

Supplement

Describes the supplement of this requisition.

Purchase

This indicates whether the line items of this engineering requisition can be used for both purchasing and inquiries or only for inquiries.

Origin

Indicates the name (code) for the origin (branch).

Status

Indicated the name of the requisition status defined in Requisition Status page.

SR Revision

Refers to the material revision (if one line item exists (in an unapproved supplement), which has an increased quantity <> 0 or an attached VDR has changed/updated or is missing). This revision starts with 0 (zero) in case of being a requisition for purchase and starts with 'A' in case of being a requisition for inquiry only.

MR Revision

Refers to the document revision (if one document has changed/updated or is missing, or a SR revision was done). This revision starts with 0 (zero) in case of being a requisition for purchase and starts with 'A' in case of being a requisition for inquiry only.

Release Context

Indicates the number of line items displayed on the Line Items page.

Buy Cycle

Indicates the name (ascending sequence) of the requisition buy cycle defined in the Requisition Buy Cycle page.

Account Code

Indicates the name (code) of the account code defined in the Accounts Code page.

Category

Indicates the name (code) of the requisition category defined in the Requisition Categories page.

Original Budget

Indicates the original budget (this must not reflect the sum of the line item budgets).

Total Budget

Indicates the sum of the line item budget values below this engineering requisition.

Currency

Indicates the currency of the budget.

Originator

Indicates the originator of this requisition.

Blanket Order

Indicates the number of the blanket order which is assigned to this requisition.

Milestone Set

Indicates the name (code) of the milestone set.

Revision

Indicates the revision of the material or service

Material or Service

Indicates the material or service which is assigned to this requisition.

Released to Procurement

Indicates the date on which this requisition was released to procurement.

TE Required

Indicates whether the requisition must be evaluated technically or not.

Milestone Link

Indicates whether a milestone requisition link exists or not.

Approved Date

Indicates the date on which the engineering requisition has been approved.

Approved By

Indicates the user who approved this engineering requisition

Released

Indicates the number of line items which have been released to procurement.

Negative Quantity

Indicates the number of line items with a negative quantity.

Changed Attachments

Indicates the number of attachments for that one of the following conditions is fulfilled:

The attachment has never been attached to any previous supplement (in other words, this field contains the number all all attachments for the first supplement of an engineering requisition),

The attachment was already assigned to a previous supplement but the revision was a lower (older) one.

If all attachments of the current supplement have already been given to procurement with the same revision with one of the previous supplements the value "0" is displayed.

Transfer Date

Indicates the transfer date.

Properties

This button opens the Properties page

Outstanding lines

This buttons opens the Outstanding Lines page.

Inquiries

Cell

Description

Inquiry Number

Number identifying the inquiry

Supplement

Indicates the value of the supplement. Default value is 0.

Purchase

Indicates whether the inquiry can be used for purchasing or only for inquiries.

Buyer

Refers to the buyer responsible for any agreement that is created for this inquiry.

Created on

Indicates the date on which the inquiry was created.

Agreements

Cell

Description

Agreement Number

Indicates the name (code, number) of the agreement. When you click on any agreement number, the Agreement and Line Items page is displayed.

Type

Indicates the type of the agreement.

Supplement

Indicates the supplement of the agreement.

Origin

Indicates the name (code) for the origin (branch).

The Properties button on this page opens the Attached Properties page and the Outstanding Lines button is only open for requisitions that are to be used for purchasing. On clicking the button, you are directed to the Outstanding Lines page, where you can see all the line items of the requisition that have not been purchased at all or that have not been purchased completely so far.

To understand the Outstanding Line page, you need to know the following:

Cell

Description

Engineering requisitions

Indicates the name (code, number) of the requisition. The name of the engineering requisition can be any valid string (in uppercase letters, not exceeding 50 characters). The name must be unique in combination with the supplement, purchase indicator and origin within a project.

Supplement

Indicates the supplement number of the engineering requisition. The first version of the engineering requisition has always supplement 0 (zero). The supplement number is part of the unique key and is in range of 0 to 99. When an MTO creates a new engineering requisition the procedure looks for existing supplements and creates the engineering requisition with the next free supplement number.

Purchase

Indicates whether the line items of this engineering requisition can be used for both purchasing and inquiries or only for inquiries.

Origin

Indicates the code for engineering requisitions and agreements that represents whose office is responsible for that information.

Query for

This radio group helps you filter the number of records to be displayed.

  • All Quantities: This is the default selection. It indicates all the requisition line items with outstanding quantities

  • Surplus Quantity: This indicates all the requisition line items with surplus quantities.

  • Shortage Quantities: This indicates all the requisition line items with shortage in quantities

The data is automatically re-queried when changing the radio group.

Pos

Line item number (or position) of the engineering requisition.

Sub

Sub line item (or sub position) of the engineering requisition. Within one position material with the same ident but different group-by criteria are placed on different sub positions.

Released Quantity

Quantity engineering has released to procurement.

Outstanding Quantity

Defines the quantity that is still to be purchased. In most cases this quantity is identical to the released quantity. But if you have split a quantity onto several orders or changed the quantity to be found on an order this quantity differs from the quantity originally released to procurement.

Quantity Unit

Defines the unit of the quantity released to procurement.

Commodity Code

Defines the commodity code for the material on this line item.

Ident code

Defines the ident code for the ident placed on this line item. If ident deviation exists, then the ident is shown in red.

Size1

Defines the size one (Input 1) of the ident on this line item.

Size2

Defines the size two (Input 2) of the ident of this line item.

Tag Number

Defines the tag number for a specific ident. The tag number is filled by the MTO only if the related checkbox is checked before the MTO is started. In this case, each tag number is placed on a separate position on the engineering requisition. Otherwise this field is filled with '0'.

Ident Short Description

This derived by calling the CIP-procedure ident_desc (ident, nls). It is a non-database field. You always see the actual description of the ident that is on the requisition line item in this cell.

Ident Deviation

Indicates whether an ident deviation has occurred for the requisition line item, i.e., if the property that has been assigned to project default ZP_DEVATTR has been assigned to the requisition line item, the value of this property is shown here because this value is assumed to be the new correct ident short description.

Summarize Line Items

Check this box if you want to summarize the outstanding line items.