P.30.04 Agreement Assignment - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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The P.30.04 Agreement Assignment screen is opened if the selected requisition:

  • has line items that have not been placed on an agreement so far,

  • has line items that can be found on an agreement but with insufficient quantity, or

  • has line items of which the predecessors were split on several agreements belonging to different agreement cycles.

On this screen, you can modify an agreement not yet approved and create another agreement supplement for selected line items of the requisition.

By default, all requisition line items with outstanding quantities are shown. Select the Surplus Quantities option from the Query for … radio group on the top of the screen to display only the line items with surplus quantities, or select the Shortage Quantities options to display only line items with shortage quantities.

Select the Sel indicator for all line items to be added to the agreement. Select the agreement number from the LOV in the Agreement Number field. Depending on the quantity that has been released to procurement, the following agreements are available:

Quantity > 0 - All agreements on which any line item of this requisition and its previous supplements can be found, regardless of whether these agreements are approved or not.

Quantity < 0 - Only the highest supplements of the agreements on which the predecessors of this line item can be found. If a change order (CO) was created for a predecessor, this CO will be offered instead of the original agreement.

Quantity = 0 - Only the agreements on which the predecessors of this line item can be found, in accordance with line items with negative quantities. If no predecessor exists, all agreements are available on which any line item of this requisition or its previous supplements can be found, in accordance with line items with positive quantities.

The quantity released by engineering to procurement is shown in the Released Qty field.

The Outstanding Qty field displays the remaining quantity that still has to be purchased. In most cases, this quantity is identical to the released quantity. If you have split a quantity on various agreements or changed the quantity on an agreement, this quantity differs from the originally released quantity.

In the Suppl Quantity field, you enter the quantity that will be placed on the agreement supplement to be created or updated. The outstanding quantity is set as the default, but you can change it when needed.

The unit of the quantity released to procurement is shown in the Qty Unit field.

If you select the Summarize Line Items check box, identical requisition line items will be summed up in one agreement line item. If the check box is not selected, each requisition line item will result in an additional agreement line item. Material is regarded as being identical if the following fields have the same values:

  • Ident Code

  • Tag Number

  • Quantity Unit

  • Item Type

  • Group By Attributes

  • Summary Attributes

You should use this option if you need to separate your material because of different prices, delivery designations, delivery dates, and so forth.

The default value of this check box is controlled by project default ZP_SLI3004.

Click the Select All without PO button to set the Sel indicator of all lines for which no agreement number has been entered.

Click the Select All button to select the Sel check box for all displayed line items.

To cancel a selection, you can use the Unselect All button.

If you click the Assign to Selection button, the agreement number assigned to the selected line item is copied over to all line items that have the Sel indicator selected for which this agreement is applicable.

If you click the Create Supplements button, all requisition line items will be processed for which you have selected an agreement. The message below appears.

Click OK to close P.30.04 and return to P.30.01.

Line items with a quantity of zero will be handled depending on whether a predecessor can be found on an agreement or not. If no predecessor exists, the line item will be dealt with as a requisition line item with a positive quantity. If a predecessor can be found on another agreement, the line item will be processed like a requisition line item with a negative quantity.

With the project default ZP_NEW_POS, you control how line items with an increased quantity are to be handled when creating an agreement supplement. This project default has no effect on line items with decreased quantities.

If ZP_NEW_POS is set to N (default), the additional quantity will be added to the existing position and thus replaces the previous version of that line.

If ZP_NEW_POS is set to Y, new sub positions are created for lines with an increased quantity.

If ZP_NEW_POS is set to T, new agreement sub positions are created for lines with an increased quantity, but not for lines with a tag number and item rule SOT or SWT. For these lines, the additional quantity is added to the existing position, as with project default setting N.

Generating new agreements and modifying existing ones implies:

  • Taking over of documents, VDRs, attributes, text and terms, addresses, PO closeout activities, and progress payment events.

  • Taking over prices from a blanket order (if applicable).

  • Creating item shipments for new line items.

  • Calculating total costs.

  • Assigning account codes (if applicable).

  • Creation of links to the milestone planning items (if possible).

If the CIP m_pck_po_custom.gen_order_number does not return NULL, this return value is copied over as the name for a new agreement. Otherwise, the number (name) for a new agreement is copied over from the previous supplement. If you want to get unique numbers for change orders that allow you to see the corresponding base agreement, you can use the project default ZP_CO_UNIQ. If this project default is set to Y, the number of a change order is lengthened by the supplement of the base agreement and the number of change orders that have already been created for this agreement.

In a standard installation, the CIP returns a NULL value.

When the procedure has finished, a corresponding message appears. After you have confirmed this message, you will return to the P.30.01 Requisition Workload screen if the requisition has been purchased completely. As long as at least one requisition line item with an outstanding quantity exists, the user will remain on the screen so that he can continue with the creation of agreement supplements.

In the case of surplus quantities, it can occur that the quantity to be cancelled exceeds the quantity ordered so far. In this case, no supplement will be created or modified. You will remain on this screen and all affected line items (quantity too high) are highlighted with a red background color in the Pos, Sub (and Proc Seq respectively) and Suppl Quantity fields. The pre-set quantity in the Suppl Quantity field will be set to the highest quantity that can be cancelled. In the Outstanding Qty field, you can still see the quantity that was originally to be cancelled.

When the message "MAR-30850: Shortage quantities have been detected." appears and you doubt that this message is correct because there are no shortages, you can take an additional look in the directory where log files are stored. There you will find a file named P3004_LOG_xxx.log. In this file, you can see the real cause for the termination of the supplement creation process.