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As a buyer, I need to identify the agreement type and the source of the available data that will be part of the agreement.
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(Option A) As a buyer, I might define the source as a manual agreement.
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(Option B) As a buyer, I might define the source as a quote summary.
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(Option C) As a buyer, I might define the source as a blanket order.
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(Option D) As a buyer, I might define the source as an engineering requisition.
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(Option E) As a buyer, I might define the source as a corporate/free issue material warehouse.
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As a buyer, I need to create or revise the agreement. Based on the selected source, I will do one of the following things.
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For option A, I will select a supplier and enter all information about agreement line items, prices, terms and conditions.
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For option B, I will select one approved quote summary from those defined in the system so that available agreement information will be populated automatically.
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For option C, I will select the blanket order and appropriate requisition, to which I will add quantities, delivery dates, delivery places, and possibly required attachments.
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For option D, I will select one approved engineering requisition for purchase from those defined in the system so that available agreement information will be populated automatically. To that I will add a supplier, prices, terms and conditions, delivery dates, delivery places, incoterms, and possibly required attachments.
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For option E, I will select the items from the corporate warehouse or free issue warehouse of the owner so that the material will be available onsite. I might add an account code, delivery dates, and delivery places.
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As a SmartPlant Foundation user, I need to manage the engineering and supporting documents for the agreement so that technical, legal, and commercial information will be available.
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As a document controller, I need to manage engineering and supporting documents for the agreement so that technical, legal, and commercial information will be available.
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As a buyer, I need to attach the supporting documents to the agreement.
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As a buyer, I need to maintain the agreement as defined in step 7. Account codes can be maintained at the agreement level or agreement line item level.
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As a buyer, I need to validate the agreement and submit it for approval by the project team.
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As a project team, we will approve and issue the agreement.
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As a supplier, I need to accept and acknowledge the agreement.
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<automated process> The order commitment is automatically created in EcoSys based on the data from Smart Materials.
This automated step requires configuration of the Smart Materials and EcoSys APIs.
For more information, please download the Smart Materials Web API package on Smart Support > View Downloads > Smart Materials > Service Packs and Fixes > Current
Version.
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As a project manager, I need to approve the budget using a workflow defined in EcoSys Projects.
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As a project controls analyst, I need to update the order commitment so that actuals can be progressed.
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As a project manager, I need to progress and status the project so that analysis using EcoSysPortfolio correctly reflects the status and an accurate representation of the projects status can be seen.
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As a contract manager, I need to update the contract value based on the new order so that the latest commitment is reflected in the forecast.
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As a project manager, I need to update the dashboard so that reports can be issued.
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As a project manager, I need to issue the dashboard reports so that the project team members have the latest information.
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As a project controls analyst, I need to progress the actuals so that forecasts can be updated accordingly.
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As a project manager, I need to update the forecasts so that they can be reported in the Monthly Review with upper management.
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As a project controls analyst, I need to prepare earned value reports so that they can be incorporated into the forecasting process.
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As a project manager, I need to issue the earned value reports so that the project team members have the latest information.