Guarantees - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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English
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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Guarantees tab, you can record the receipt and return of supplier guarantees.

Guarantees can be entered or modified at any time. There is no limitation with respect to the approval of an agreement. If the agreement has been closed and the project default ZP_CONSCLS is set to Y, you cannot apply any changes.

Guarantees are only stored for the first agreement of each supplement cycle but are displayed for every supplement.

Any record can be deleted except those where the Date Received value is entered. If records are deleted, the document numbers will not be renumbered.

The Doc No. field shows the number of the document. This number is a sequential number, unique within an agreement cycle and automatically generated by the system. You cannot change this value.

Select the code of the guarantee document type from the LOV in the Doc Type field. You can double-click in this field to open the P.10.59 Guarantee Document Types screen where document types for guarantees are defined.

Enter the date the guarantee is due in the Due Date field, or select it from the LOV.

Enter the date the guarantee has been received by the project office in the Date Received field, or select it from the LOV. Once a date has been entered, it cannot be changed.

Enter the date the guarantee expires in the Expiry Date field, or select it from the LOV. This date must be after the agreement approval date.

In the Guarantee Reference field, you can enter a reference number for the guarantee.

The value of the guarantee must be entered in the Value field, with its currency in the Currency field. By default, the currency of the agreement is filled in, but you can change this currency using the LOV. You can double-click in this field to open the A.10.12 Units of Measure screen where currencies are defined.

In the Project Value field, you can enter the value of the guarantee in the currency of the project. The currency of the project is displayed in the Project Currency field. This currency is defined by the project default ZX_CURCY.

In the Issuing Company field, enter the name of the company that has issued the guarantee. The address of this company can be entered in the Address field.

Both fields are free format fields and are not related to the A.10.23 Companies screen.

Enter the date the guarantee has been received by the head office in the Date Received Admin field, or select it from the LOV.

You can enter the location of the issuing company in the Location field.

Enter the date the guarantee has been returned in the Return Date field, or select it from the LOV. This date must be after the date of receipt.