MIR by Reservation - Intergraph Smart Materials - 10.1 - Training - Hexagon

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Smart Materials/Smart Reference Data Version
10.1

See Forecast and Reservation for more information about reservation runs. There are two ways to issue material reserved by a reservation run:

  • MIR by reservation using the MIR By Reservation screen (described in this section)

  • MIR by BOM commodity using the MIR By Commodity screen (described in the next section).

After a reservation run is completed, you must perform the following steps to issue material based on the results of the reservation run.

User can create a new MIR, using the Create MIR button, in the Material Issuing screen. Then choose the type Reservation from the select list in Create MIR modal window, and click on Create. Then the MIR Details tab of MIR by Reservation screen will be opened.

Select the Issued date from the date picker in the Issue On field. The MIR number is generated automatically based on the pre-defined MIR rule assigned to the user. If no MIR rule was assigned, the MIR rule marked as the default is used.

Then, select the reservation run (RR) from the LOV in the Reservation Code field. Enter the name of the person who issued the material in the Issue By field. Next, select the subcontractor who will receive the material from the LOV in the Company field. If the project default ZC_BIN_LOC is set to BLOC, select a site code from the LOV in the Site Code field. Then select the overissue warehouse assigned to this subcontractor from the LOV in the Overissue Warehouse field. This field is only mandatory, if you insert higher issue quantities than the related list position quantity.

Select a location from the LOV in the Location field and enter descriptions for the MIR in the Short Description and Description fields. Save the new MIR.

In the Inventory Issues tab, to assign the inventory issue records to the MIR, you can click the Populate Reservation button to copy all list positions from the selected RR to the MIR.

Or, you can do this process manually using the Add Row button and invoking LOV in the BOM Path field, to open the ā€˜Inventory Reservationsā€™ window, which displays the inventory items reserved by the Reservation Run.

Select the check boxes of all inventory reservations to be copied to the MIR, or select the check box at the column header, to select all the inventory reservations. To cancel the selection, you can uncheck the check box. Finally, click the Fill In button to close Window and to copy all selected list positions.

The Auto Substitute/Transform indicator in the MIR Details tab, was derived from the Auto Subst/Trans indicator of the selected reservation run (RR) on Create Reservation Run screen. If you use the Populate Reservation button to copy all reserved material from the RR to the MIR, the software copies the items with substitutions/transformations where the Auto Subst/Trans indicator is checked. If itā€™s not checked, the substitutions/transformations are not copied.

If an approval template is assigned to the project default ZC_MIRAPPR, the MIR must be approved before you can post it. In this case, the pre-defined approval template appears in the Approval Template field. To change it, select another template with type ā€˜MIR Approvalā€™ from the LOV in this field.

Approval templates can be defined on the Approval Process screen. For more information, see Create approval templates.

If the MIR is ready for approval, select the Ready for Approval check box. The displayed approval template with all assigned users is attached to the MIR, and an e-mail message is automatically sent out to the first approver on the approval sequence. If the project default ZC_MIRAPPR is not set, the user currently logged on is assigned as approver on the MIR.

You can click the Approval Sequence button to view the approval sequence assigned to the selected MIR on the Approval Sequence screen. Approvers can approve or reject the MIR on this screen.

As soon as the approval process has started, updates are no longer allowed on the header and detail data of the selected MIR.

Click the Attachments button to open the Attached Documents screen where you can attach documents to the selected MIR.

  • IF ZC_MIRAPPR is set, the Post button is enabled if all approvers in the approval sequence have approved the MIR by clicking the Approve button on Approval Sequence screen.

  • IF ZC_MIRAPPR is not set, the Post button is enabled even if the MIR is not approved.

After the MIR has been posted, a reverse approval of the MIR is no longer possible on Approval Sequence screen.

To complete the material issue, click the Post button in the MIR Details tab to post the material issue to the inventory. Moreover, the Posted On date of the MIR is set and the MIR can no longer be changed. Before the material is posted to the inventory, it will be checked for consistency of heat numbers. Smart Materials does not allow the issue of material from inventory that has heat numbers associated if there are fewer (or none) heat numbers on the issue than in the inventory.

For example, ident 5000 is on a BOM with a quantity of 10, and this ident was received with a total quantity of 50. Twenty (20) were received with heat numbers and 30 without heat numbers. The MIR must include 10 idents that were received with heat numbers. Smart Materials would not allow the issue of 9 idents with heat numbers and one without if 10 are available in inventory.

If you post a revision higher than 0 without heat numbers that had a previous revision with heat numbers, the previous revision heat numbers are set to 0.

The Post button is only enabled for MIRs with details (inventory issues).

With the project default ZC_AUTO_RR, you can control the behavior when posting the MIR by reservation, and there are differences between reserved and issued quantities. If ZC_AUTO_RR is set to N, no new RR is generated, either due to deleted positions or due to changed issue quantities. If ZC_AUTO_RR is set to Y, new RR(s) are generated for the outstanding positions and quantities. For example, you have a RR with two positions:

Pos 1, Ident 5000, reserved quantity = 20

Pos 2, Ident 5001, reserved quantity = 18.

You delete position 1 and change the quantity of the second position to 10. After posting this MIR, a new RR is created with two positions:

Pos 1, Ident 5000, reserved quantity = 20 (the previously deleted position)

Pos 2, Ident 5001, reserved quantity = 8 (the delta quantity of 18-10).

Manual reservations, transformations, and substitutions are not considered when new RRs are generated.

In the case of an overissue, the message below appears.

If you click OK, the post procedure continues and moves the overissue quantity to the overissue warehouse assigned to the MIR.

To undo the MIR posting, you can click the Unpost button to cancel all posted inventory issues of the selected MIR. Unposting is only possible as long as the available quantity (on-hand) in the inventory is sufficient. If the quantity is not sufficient to unpost the inventory issues, an appropriate message appears.

  • The Unpost button is only enabled for posted MIRs as long as no higher revision exists of this MIR.

  • Unposting a MIR by reservation sets the job status of the reservation run to MIR UNPOST.

To create a revision of a posted MIR, select the check box against the corresponding MIR in Material Issuing screen and click the Revision button. If the project default ZC_REV_ALL is set to YES, all inventory issues of the previous MIR revision are included. If you change an issue quantity, the Quantity changed column of this position is set to Yes automatically. Only these items with quantity changes (Quantity Changed column as Yes) are revised and posted to the inventory when this MIR revision is posted.

The Revision button is only enabled for posted MIRs with the highest revision of this MIR.

In the Inventory Issues tab of MIR by Reservation screen, Click the Substitution button to see all available inventory items that can be used to substitute the current position. This button opens Substitution window.

Click the Group by Commodity Code button to see a different view (grouped by commodity code) of the data of this MIR. This button opens the MIR Grouped by Commodity Code screen. On clicking the hyperlink of Commodity Code field, the MIR Grouped by Commodity Code (Inventory) screen will be opened, which shows the corresponding BOM List Positions and Inventory Issues.

In the Inventory Issues tab of MIR by Reservation screen, click the Inventory Issue Totals button to display the inventory issue totals. This button opens the MIR by Reservation Totals screen.

This screen shows the sum of reserved, issued, on-hand, and overissued quantities of all details of the selected MIR. The inventory issue totals are grouped by warehouse, location, receiving status, unit, commodity code, and sizes 1 to 5.

You can update the details in the second (Inventory Issues) block in one step. Change the Total Actual Issued Quantity value in the first (Group Inventory Issues) block. This value must not be greater than the Total On-Hand Quantity value. Then click the Update Inventory Issues button.

In the first step, all details in the second block get the actual reserved quantity of the RR reservation run. The Sum of Actual Quantity-Actual Reserved Quantity (of the detail) value is calculated for all details. In the next step, the remaining quantity is used to update the issued quantity of the first detail (inventory issue), and so forth, until the remaining quantity is 0.

In the Inventory Issues block, you can update the issued quantity and the issue date on the details, and the changed records are updated on Inventory Issues tab of the MIR as well.

Click on List Position in the Inventory Issues block, to open List Positions window.

This window displays all the BOM nodes and positions where the selected material (ident) is used.

The second (Inventory Issues) tab, of MIR By Reservation appears.

If the Heat Number column is set as ā€˜Yesā€™, it indicates that heat numbers exist for this item. Click on the Heat Numbers button to open the Issued Heat Numbers screen, for the selected inventory issue.

The Issued Quantity field of the inventory issues is set depending on the setting of project default ZC_QTYISS. If ZC_QTYISS is set to N, the issued quantity is filled with 0 (zero). If ZC_QTYISS is set to Y (default), the issue quantity is filled with the reserved quantity (sum of the actual reserved qty + manual reserved qty), or the on-hand quantity if not enough material is available. If the MIR revision is greater than 0, the Issued Quantity field will always be filled with 0, independent of the ZC_QTYISS setting.

The Issued Quantity? Column values will be set to yes, if the BOM position quantity is not issued completely.

The Issued Quantity field and the Issued On fields are the only fields that can be updated in this block. When all issued quantities and issue dates have been entered or updated, the MIR can be posted to the inventory using the Post button.

The following quantity fields appear for your information:

  • Position Quantity - BOM list position quantity, required for construction.

  • Position Reserved Quantity - Reserved quantity on this BOM list position.

  • Actual Reserved Quantity - Quantity reserved by the RR assigned to the MIR.

  • Manual Reserved Quantity - Quantity manually reserved in addition to the actual reserved quantity, assigned to the RR.

  • Position Issued Quantity - Issued quantity for the selected list position.

  • On-Hand Quantity - On-hand quantity of the inventory item, calculated as the received qty - issued qty - reserved qty.

  • Overissue/Scrap Quantity - Overissue quantity means the difference between the list position quantity and the issue quantity. After the MIR is posted to the inventory, the overissue quantity appears in this field. This overissue quantity is moved to the overissue warehouse assigned to the MIR/company. This quantity cannot be changed.

  • Revise Overissue Quantity - If you must revise the overissue quantity, enter the changed value in this field.

Location changes

Location-change logic issues heat numbers as required. A location change is only possible if the MIR is not posted. Select an inventory issue in the Inventory Issues block, and click on Location Change button, to open the Inventory Items for Location Change window.

Clicking Location change opens a window displaying all the items that fulfill these requirements:

  • On hand quantity > 0

  • Item is not yet placed on the current MIR

  • The ident, unit, and tag number must be the same as the original item

  • The location of the item may not be quarantined (marked as quarantine)

  • The warehouse of the item must be assigned to the user

  • The warehouse of the item must be assigned to the reservation run.

Now, select the relevant items using the check box, and click Fill in to create a new record on the current issue report.

Update the Issued Quantity field and then posting the MIR finally replaces/changes the reserved material.

A location change reserves material in addition to the reservation run. This material will be released after the MIR is posted.