Receiving by PO - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.2

For material receipts on site based on purchase orders or notices of commitment and their shipments, you can use the C.20.01 Prepare MRR by PO screen.

This screen is a CWS (core workflow screen). For more information, see Core Workflow Screens.

You can double-click in several of the fields to open a new screen. The table below lists the fields and which screen the double-click will open:

Double-click in field

To open the following screen:

MRR Number

C.20.09.06 Header OSDs

Site Code

C.10.03.02 Bin Locations

Warehouse

C.10.02 Warehouses

Location

C.10.01 Locations

Recv Status

C.10.06 Site Material Status

Pos

C.20.09.01 OSD for Receiving

Sub

C.20.08 Received Heat Numbers

Tag Number

Window 5 if the item type of the ident is SWT (see Tag Receiving), or S.80.25 Tag Description and History

Heat Number

C.10.04 Heat Numbers

To create a new material receiving report (MRR), you must select the order number from the LOV in the Order Number field. The other MRR header fields are described in the Direct Receiving section above.

The LOV displays agreements depending on the value of the project default ZC_ALL_PO.

  • ZC_ALL_PO = A - All approved purchase orders (PO) and notices of commitment (NOC)

  • ZC_ALL_PO = C - All approved and closed POs and NOCs

  • ZC_ALL_PO = O - All approved POs and NOCs with outstanding quantities, which means at least one line item exists with an expected quantity greater than zero.

  • ZC_ALL_PO = R - All approved POs and NOCs with at least one line item with an expected quantity greater than zero and that are not already received by an unposted MRR are shown on C.20.01..

POs and NOCs that have been created in the login discipline or a queryable discipline are available.

If the selected warehouse has an attribute attached holding the delivery designation, and this attribute is assigned to the project default ZC_DLVATTR, only PO numbers will be accepted with a matching delivery designation (routing method). When you set or update the warehouse and the PO number is already entered, the delivery designation attribute value of the warehouse will be checked against the PO number.

The Auto create OSDs check box can only be selected for unposted MRRs with revision 0. The default of this check box is controlled by the project default ZC_CR_OSDS. If the check box is checked, OS&Ds are created automatically when posting the MRR with the Post button. The OS&Ds will be created as 'Over' or 'Short'. There is no automatic update on OS&Ds. Only material that has already been posted to the inventory will be taken into account when deciding whether an OS&D has to be created or not.

Because a master tag is regarded as being received completely when all its detail tags have been received completely, an OS&D will not be created for such a master tag although it is a part of the MRR. The same is valid the other way around. That is, OS&Ds are not created for detail tags that were included in the MRR but the received quantity of which is 0 because the master tag has been received.

The OS&Ds that are generated here are displayed on C.20.09.01 OSD for Receiving only.

Select the only Release Note shipments option to populate only shipments of the assigned agreement that are also on a release note (depends on the project default ZC_ALL_PO).

One MRR by PO always contains the data of only the one purchase order (PO) or notice of commitment (NOC) assigned to the MRR. You can use the Populate Order button to copy all line items of the selected agreement to the MIR.

When you have selected an item shipment group from the LOV in the Shipment Group field on the MRR header, the Populate Group button will be enabled and can be used to insert all item shipments of the selected shipment group in the Inventory Receipts block. Only those item shipments the expected quantity of which is greater than 0 are taken into account.

  • The Populate Group button is only active for unposted MRRs with revision 0, when a shipment group was selected on the MRR header, and as long as no inventory receipt has been added to the selected MRR.

  • The LOV in the Shipment Group field shows all shipment groups if the ZP_HIDE_MT project default is set to N. If ZP_HIDE_MT is set to Y, shipment groups that have only Master Tags are not shown in the list of values.

Instead of using the Populate buttons, you can add order line items manually to the MRR. Open the LOV in the Pos field in the second (Inventory Receipts) block, or click the Line Items button at the bottom of the screen. Window 2 will be opened, displaying all the line items of the agreement assigned to the MRR.

Select the Sel indicator of all the order line items to be included, or click the Select All button to select all displayed items. To cancel the selection, you can use the Unselect All button. Then click the Fill in button to close Window 2 and to insert all the selected order line items into the MRR.

The Expected Quantity field shows the quantity of the item shipment that is not yet received. The expected (outstanding) quantity is calculated by subtracting the received quantity from the item shipment quantity.

The Received Quantity is set to 0 (zero) when the project default ZC_QTYRECV is set to N. If the project default ZC_QTYRECV is set to Y (default), the Received Quantity field is filled with the expected quantity for this item shipment. In each case, this quantity can be changed.

If the expected quantity differs from the received quantity, a warning comes up to make you aware that you should create an OS&D.

If the MRR revision is greater than 0, you can only revise the quantity not yet reserved or issued. Further, if directly linked heat numbers received with a previous revision have been issued (partially or completely), you cannot post the MRR without a heat number or the correct heat quantity.

The Qty changed indicator shows if the quantity has been changed compared to the previous revision of this MRR.

For the other field descriptions and how to post and unpost an MRR and how to create a revision, see Direct Receiving.

If project default ZC_WLA_USE is set to Y, on posting the MRR the software generates or identifies an attribute set for each inventory item, based on the attribute values assigned to the item shipments. The Id of this attribute set is shown as attribute value for the group-by attribute assigned to project default ZC_WLA_ATT, and used by Mobile Scan to identify the final warehouse/location where this item should be stored.

Material can also be received by PO on the C.20.01.02 Prepare MRR by PO 2 screen.

The displayed fields and the functionality are mainly the same as on C.20.01 Prepare MRR by PO.

Just the screen layout differs, and a few buttons are added.

Click the Remove All Items button if you want to delete all the items in the second block. This button is only enabled for unposted MRRs with revision = 0.

With the Quantities, Warehouse, Heat No., and Plates buttons, you can change the displayed fields on the right side of the second block.

Click the Quantities button to show the Recv To Date Qty, Unit, Expected Quantity, and Qty changed quantity fields. This is the default when opening the screen.

Click the Warehouse button to show the Site Code, Warehouse, Location, Recv Status, and Recv Date fields.

Click the Heat No. button to show the Heat Number, File Location, Certificate Number, and File Location fields.

Click the Plates button to show the Plate Number, X-dimension, and Y-dimension fields.

The Split Line button can be used to split a line item into multiple lines, to receive different quantities for the same material in different ways. An example is when you want to receive material of a shipment in multiple locations or warehouses, with different heat numbers, or partly damaged.

If you want to create more than just one split, you can enter the number of splits in the No. of Splits field before clicking the Split Line button. The default value of this field is 1.

If you click the Split Line button to split the MRR line item, a new item shipment is created for every split line item.

  • You cannot create a split if a sub or PO line item sub exists for the actual item shipment.

  • The Split Line button is only enabled if the MRR revision is 0 (zero) and the posted date is not set (MRR not posted).

  • You cannot split MRR line items with plates.

  • You can only split the original receiving line item; it is not possible to split an already split line item again.

When you click the Split Line button, Window 5 opens where you set the original item shipment quantity. This is only possible for split number 1.

On higher splits, this field is protected against update. The Split Item Ship Qty (= Recv Qty) field must be filled for every split you want to make. If you click Continue, the window appears for each split.

SHARED Tip Make sure that the sum of item shipment quantities of all split line items equals the old item shipment quantity. Otherwise, a message notifies you that this split is not possible.