Document Type Set - Intergraph Smart Materials - 10.1 - Training - Hexagon

Smart Materials Web Tutorials

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1

Document types can be grouped into document type sets. These sets can be attached to requisition line items or requisition headers.

To assign a Document Type Set to the MTO Type, click to open Document Type Set Window. Select a Document Type Set by clicking the Document Type Set Name. If you want to create a new Document Type Set, click Create New Document Type Set.


Once a Document Type Set is assigned to the MTO Type, the Document Type Set Details section appears below the Document Type Set section. Here, you can define Document Types by clicking Add Row and entering all details or clicking Create New Document Type.

Documents are generated and attached to requisitions during MTO jobs, according to the rules defined by the assigned document types.

Enter the document type name in the Document Type field, and the descriptions in the Short Desc and Description fields.

With a name rule, you define how document names are created during an MTO job. For the rule definition, you can use any fixed text in combination with several predefined parameters. To add parameters to the rule definition, use the LOV in the Name Rule field to select the parameters from the list of available values as shown.

The parameters must be delimited by the special character #. This is done automatically when selecting the parameters from the LOV. Free text must be entered without this special character.

If the LL (line level) indicator is checked, the document type applies to the requisition line items; otherwise, it applies to the requisition header.

The Where condition can only be assigned if the LL indicator is selected. The CIP functions in M_PCK_DOC_TYPE_CUSTOM can use the assigned Where condition as a filter. With the Where condition, a SQL statement is created, which is used by the MTO job to filter the req lines. For more information about Where conditions, refer to Where Conditions. To assign a Where condition, use the LOV on the Where Condition field to select one. Click Open Where Conditions in the LOV window to open the Query Builder page, which displays all existing Where conditions, where you can create a new one.