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

Intergraph Smart Materials Classic Help (2020)

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

Within the matrix, the data of all assigned bidders is shown.

Because each customer is interested in seeing different information to perform the awarding, eight fields have been provided in the matrix body. The contents, the prompts, the hint texts, and the formats of these fields are customizable. The first seven fields are numeric fields; only the eighth field is an alphanumeric field.

The functions used to customize these eight fields can be found in the CIP package m_pck_quote_custom.

To customize the field content/value, you can use the CIP functions get_first_value for the first field, get_second_value for the second field, get_third_value for the third field, and so forth.

To customize the field prompt and hint text, you can use the CIP functions get_first_prompt for the first field, get_second_prompt for the second field, get_third_prompt for the third field, and so forth.

To customize the field format, you can use the CIP functions get_first_format for the first field, get_second_format for the second field, get_third_format for the third field, and so forth. Because the eighth field is an alphanumeric field, this format cannot be customized.

Default values, prompts, and formats are provided by the standard installation so that you can work with this screen without applying any changes to this package if you like.

When you enter a query in the matrix body and want to see all quote details for which any of the check boxes has been marked, you do not have to consider the bidder. You can restrict the query for the first bidder, and this restriction will be applied automatically to all bidders. For example, you want to view only quote details with no bid received. Click the Enter Query button, select the No Bid check box underneath the first bidder, and click the Exe Query button. All quote details for which any of the bidders has not submitted a bid will be displayed.

To the left of the matrix body, the fields describing the quote detail are displayed.

The Engineering Requisition field shows the name (code, number) of the requisition. If more than one requisition (cycle) is associated with the quote detail, this field shows 'n DIFFERENT' with n representing the number of different requisition(s) (cycles). The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_r_code_prompt.

The Suppl field shows the requisition supplement. It remains empty if more than one requisition line item is associated with the quote detail. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_r_supp_prompt.

The Origin field shows the origin (branch) of the requisition. The origin is only displayed if the origin of all associated requisitions is the same. Otherwise, 'n DIFF' is displayed, with n representing the number of different origins. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_origin_prompt.

The Pos field shows the requisition line item number (position). The position is only displayed if exactly one requisition line item is associated with the quote detail. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_pos_prompt.

The Sub field shows the requisition sub line item (sub position). Within one position, material with the same ident but different group-by criteria is placed on different sub positions. The sub-position is only displayed if exactly one requisition line item is associated with the quote detail. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_sub_pos_prompt.

The Proc Seq field shows the order sequence number to be used for tracking of related order line items throughout several requisition supplements if project default ZR_PROCSEQ is set to Y. This field is only filled if exactly one requisition line item is associated with the quote detail. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_proc_seq_prompt.

The Ident Code field shows the ident code placed on this line item. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_ident_prompt.

The Tag Number field shows the tag number for a particular ident. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_tag_number_prompt.

The Commodity Code field displays the commodity code for the material on this line item. The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_commodity_code_prompt.

The Size 1 (to _5) field displays the sizes one (Input 1) to five (Input 5) of the ident on this line item. The prompt of these fields is customizable; it can be changed using the CIP functions m_pck_quote_custom.get_size_1(to 5)_prompt.

The ident short description is shown in the Ident Short Description field and derived by calling the CIP procedure m_pck_std_custom.ident_desc (ident, nls). The prompt of this field is customizable; it can be changed using the CIP function m_pck_quote_custom.get_ident_short_prompt.

The Group By 1 (to 5) fields display the value for the first (to fifth) group-by attribute. The prompt of these fields is customizable; it can be changed using the CIP functions m_pck_quote_custom.get_group_by_1(to 5)_prompt.

The above mentioned fields are displayed with an orange background color if at least one bidder has created detail tags for the ident. In this case, you can double-click in any of these fields to open another window where you can see all the details that have been created by the different bidders. You can re-sequence the detail tags in this window to simplify the comparison of matching detail tags.

The No Bid indicator shows whether the bidder has submitted a bid for this position. This indicator is enabled if the bidder did not submit a bid. A quote detail can only be selected for a bidder if this indicator is not enabled. The prompt for this field is customizable. You can change it using the CIP function m_pck_quote_custom.get_no_bid_prompt.

The CE Missing indicator shows whether the commercial evaluation has been passed for the bidder. This indicator is enabled if the commercial evaluation is missing; that is, the CE Passed check box is not selected and the date is not set in the Final Comm Eval field. A quote detail can only be selected for a bidder after the commercial evaluation has been completed. You can perform a missing commercial evaluation on the Commercial Evaluation tab of P.30.22. The prompt for this field is customizable. You can change it using the CIP function m_pck_quote_custom.get_ce_missing_prompt.

The TE Missing indicator shows whether the technical evaluation for the bidder has been passed. This indicator is enabled if the technical evaluation is missing; that is, the quote or quote detail requires a technical evaluation, and the TE Passed check box is not selected, and the date is not set in the Tech Eval Comp Date field. If the technical evaluation is required from engineering, a quote detail can only be selected for a bidder after the technical evaluation has been completed. You can perform a missing technical evaluation on the P.30.23 Technical Evaluation screen, to be opened from P.30.11 Inquiries using the Technical Evaluation button. The prompt for this field is customizable. You can change it using the CIP function m_pck_quote_custom.get_te_missing_prompt.

The Alt indicator shows whether alternates have been created by the bidder for the quote detail. If this indicator is enabled, you can double-click this check box to open another window where essential information on the alternates is displayed. Here you can select an alternate for a bidder instead of the original quote detail. If an alternate represents the cheapest bid, a green background color is used. If an alternate has been assigned to a bidder, the background color is set to cyan. If an alternate has been assigned to a bidder and is the cheapest bid, the background color of this field is set to magenta. The prompt for this field is customizable. You can change it using the CIP function m_pck_quote_custom.get_alt_prompt.

The Split indicator shows whether a quote detail has been split by the bidder. If this indicator is enabled, you can double-click this check box to open another window where essential information on the splits is displayed. Splits can either be assigned completely or partly to a bidder. To assign a split completely to a bidder, you must double-click in one of the matrix body fields. Or, you assign all positions to a bidder by double-clicking on the bidder, or you select one of the alternates. To assign a split partly to a bidder, you must double-click this Split indicator and select the Sel check box in the window that opens. If a split has been assigned partly to a bidder, the background color is set to cyan. The prompt for this field is customizable. You can change it using the CIP function m_pck_quote_custom.get_split_prompt.

The values, prompts, and formats of the fields within the matrix are determined by functions of the CIP package m_pck_quote_custom. The fields and the associated CIP functions are listed in the table below. The Default column displays the default value provided by the CIP delivered with the software.

Matrix Field

Value CIP

Prompt CIP

Format CIP

Default

1

get_first_value

get_first_awarding_value

get_first_prompt

get_first_format

quoted quantity of alternate 0 or of the selected alternate

2

get_second_value

get_second_awarding_value

get_second_prompt

get_second_format

total costs of the quote detail for alternate 0, including other costs, packing price, and discount amount

3

get_third_value

get_third_awarding_value

get_third_prompt

get_third_format

sum of the other costs on the quote detail level for alternate 0, excluding other costs marked as evaluation costs

4

get_fourth_value

get_fourth_awarding_value

get_fourth_prompt

get_fourth_format

basic costs for a quote detail for alternate 0

5

get_fifth_value

get_fifth_awarding_value

get_fifth_prompt

get_fifth_format

unit price of alternate 0 or of the selected alternate

6

get_sixth_value

get_sixth_awarding_value

get_sixth_prompt

get_sixth_format

packing price of alternate 0 or of the selected alternate

7

get_seventh_value

get_seventh_awarding_value

get_seventh_prompt

get_seventh_format

discount amount of alternate 0 or of the selected alternate

8

get_eighth_value

get_eighth_awarding_value

get_eighth_prompt

get_eighth_format

required delivery date of alternate 0 of a quote detail or of the selected alternate

9

get_ninth_value

get_ninth_awarding_value

get_ninth_prompt

get_ninth_format

unit price type of alternate 0 of a quote

The functions get_...._value and get_...._awarding_value return the same values. But they differ with respect to their arguments. For performance reasons, both functions are required.

At the bottom of the screen, a legend is displayed to illustrate the use of background colors in the matrix fields.

The first color (blue) is used in the header lines to indicate a bidder who has not completely submitted all bids for the inquiry. An incomplete bid means that either the No Bid check box has been set for any position or that the quoted quantity has been reduced compared to the quantity released to procurement by engineering.

The second color (red) is used in the header lines to indicate a bidder who has not submitted any bid or whose bid was rejected

The third color (beige) is used in the header lines to indicate a bidder whose approval has been started but not yet completed.

The fourth color (light green) is used in the header lines to indicate an approved bidder.

The fifth color (cyan) is used in the matrix body field to highlight the bidder who was selected for the quote detail.

The sixth color (green) is used in the matrix body fields to highlight the bidder who offered the cheapest bid for the quote detail.

The seventh color (magenta) is used in the matrix body fields to highlight the bidder who was selected and who has submitted the cheapest bid for the quote detail.

Positions for which no bid has been returned, that is, for which the costs are 0 (zero), are not considered when marking the cheapest positions.

You can customize the eighth matrix body field and the sixth matrix footer field with regards to the colored background. For this purpose, you can use the CIP functions get_line_mark and get_sum_line_mark from the package m_pck_quote_custom to visualize any particular condition. For example, you can use this feature to show bidders who are not able to supply the material within the required time. If these functions return a value of 1, the corresponding fields are highlighted with a pink background color.

View Attributes

Right-click in any matrix field to open a shortcut menu:

Select View attributes to open a window where all assigned attributes of the quote detail and the corresponding values of the selected bidder are displayed.

You can open an attribute window for another bidder at the same time to compare the attribute values from two different bidders on the quotes.