Pending Quantities - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.2

The P.70.75 Pending Quantities screen can be used to quickly key in expediting data. This screen consists of two tabs. On the first tab, you can enter data for pending order line items, and on the second tab, you get an aggregated overview of the outstanding quantities.

All work on this screen is done on the order line item level, not on the item shipment level. If the item shipment level is involved, it is automatically done in the background. For example, this is the case when an IRC (Inspection Release Certificate) is assigned to an order line item.

All displays, aggregations, and accumulations are done covering the complete cycle of the selected order. In other words, all PO (Purchase Order) and/or CO (Change Order) supplements that have already been approved are taken into account.

You can open the P.70.75 screen using the Pending Quantities button on the P.70.71 Expediter Workload screen.

Order

In the first (Order) block, the order number is displayed in the Order Number field with its order type in the Type field, the assigned supplier in the Supplier field, and its origin in the Origin field. By default, data is displayed for the order that you have selected on P.70.71 before you clicked the Pending Quantities button. To view and maintain other orders, select any other order from the drop-down list in the Order Number field. The list contains all orders of the current project that are available on P.70.71.

If the Aggregated Overview tab is selected, two additional fields are displayed. The First Delivery field shows the date for which the supplier promises to deliver the first item of the order cycle. The Last Delivery field shows the date for which the supplier promises to deliver the last item of the order cycle.

You can click the Expediting Details button to open the P.70.72 Expediting Details screen.

On the Pending Quantities tab, you can see all material with pending quantities. As soon as no quantities are pending any longer, or an order line item is marked accordingly (see the descriptions for the Force Complete and Cert. Sh. Rqd check boxes below), the line item disappears from this tab. The main purpose of this tab is to quickly key in expediting data such as MCS (Material Certificate Summary) numbers, IRCs, release notes, and certification sheet quantities.

The Pending Material / Pending Cert. Sheets options can be used to filter the displayed order line items. If you select Pending Material, only the line items are shown the accumulated release note quantity of which is smaller than the order quantity and that have not been marked as complete (Force Complete check box selected). When you select Pending Cert. Sheets, all line items are displayed for which the accumulated certification sheet quantity is smaller than the accumulated IRC quantity and that require a certification sheet (Cert. Sh. Rqd check box selected).

The Delivery Combination field shows all delivery combinations that can be found in the cycle of the selected order for those line items that are still on display on this tab. The default setting of the drop-down list in this field is 'All Data,' which means that all line items are shown. You can select a specific delivery combination from the list to reduce the number of displayed line items to those matching that delivery combination. The delivery combination is composed as follows:

Routing method / delivery designation / incoterm / delivery place / country of origin

  • MCS and IRC relevant data can only be entered if 'All Data' is selected as the delivery combination.

  • Release note relevant data can only be entered if a specific delivery combination has been selected.

  • A specific delivery combination can only be selected if the display context is 'Pending Material.'

MCS

In the MCS Number field, enter the name/number of the MCS to be populated to the item shipments. Instead of entering a new MCS to be created and assigned to the item shipments, you can select an MCS that has already been created to add more item shipments to it. In this case, only MCSs belonging to this order are available for selection from the LOV. MCS numbers must be unique within the combination of project and order number. That is, the same MCS number can be used within the same project but for different orders. Only within an order must the MCS number be unique.

In the MCS Date field, enter the date of the MCS. An MCS date must be greater than the order approval date. Future dates are not allowed. You cannot enter a new MCS date for an MCS that already exists.

Click the Assign MCS button to fill the MCS Quantity field with the pending MCS quantity for all line items currently displayed. The pending quantity automatically assigned is the maximum allowed value. If no quantity is pending, the MCS Quantity field remains empty.

Master tags created on the order line item level cannot be assigned to an MCS. With respect to the pending quantities, only detail tags are taken into account in the case of splits done on the item shipment level.

Before you save the changes, you should take a look at the line items and the quantities that will be applied. If necessary, adjust the quantities.

See the description of the MCS Quantity field below for more information about how the pending quantity is calculated.

All MCS related fields are only available if 'All Data' is selected as the delivery combination and if the display context is 'Pending Material.'

IRC

In the IRC Number field, enter the name/number of an IRC. Instead of entering a new IRC to be created and assigned to the item shipments, you can select an IRC that has already been created to add more item shipments to it. In this case, only IRCs belonging to this order are available for selection from the LOV. IRC numbers must be unique within the combination of project and order number. That is, the same IRC number can be used within the same project but for different orders. Only within an order must the IRC number be unique.

In the IRC Date field, enter the date of the IRC. An IRC date must be greater than the order approval date. Future dates are not allowed. You cannot enter a new IRC date for an IRC that already exists.

In the Actual Inspection Date field, enter the date on which the inspection of the material actually took place. The date entered here is copied over as the actual date for that destination of the routing method of an item shipment that has been marked as 'Inspection.' The actual inspection date must be earlier than or equal to the IRC date. You cannot enter a new inspection date for an IRC that already exists.

Click the Assign IRC button to fill the IRC Quantity field with the pending IRC quantity for all line items currently displayed. The pending quantity automatically assigned is the maximum allowed value. If no quantity is pending, the IRC Quantity field remains empty.

Master tags created on the order line item level cannot be assigned to an IRC. With respect to the pending quantities, only detail tags are taken into account in the case of splits done on the item shipment level.

Before you save the changes, you should take a look at the line items and the quantities that will be applied. If necessary, adjust the quantities.

See the description of the IRC Quantity field below for more information about how the pending quantity is calculated.

All IRC related fields are only available if 'All Data' is selected as the delivery combination and if the display context is 'Pending Material.'

Release Note

In the Release Note Number field, enter the name/number of the release note. Instead of entering a new release note to be created and assigned to the item shipments, you can select a release note that has already been created to add more item shipments to it. In this case, only release notes belonging to this order, matching the selected delivery combination, and those that are not approved are available for selection from the LOV.

In the Release Note Date field, enter the date of the release note. Future dates are not allowed. You cannot enter a new release note date for a release note that already exists.

Enter the delivery date in the Delivery Date field. The forecasted delivery date is copied over for all item shipments to which the release note is assigned. This forecasted date will then be marked as set manually. In other words, this date will be displayed with a cyan background color in the Expediting Dates block on the P.70.72 Expediting Details screen. You cannot enter a new delivery date for a release note that has already been created.

Select the weight unit of the release note from the LOV in the RN Weight Unit field. All units defined on A.10.12 for unit groups 'weight' and 'quantity' are available for selection. You cannot enter a new weight unit for a release note that already exists.

Click the Assign RN button to fill the RN Quantity field with the pending release note quantity for all line items currently displayed. The pending quantity automatically assigned is the maximum allowed value. If no quantity is pending, the RN Quantity field remains empty.

Master tags created on the order line item level cannot be assigned to a release note. With respect to the pending quantities, only detail tags are taken into account in the case of splits done on the item shipment level.

Before you save the changes, you should take a look at the line items and the quantities that will be applied. If necessary, adjust the quantities.

See the description of the RN Quantity field below for more information about how the pending quantity is calculated.

All release note related fields are only available if a specific delivery combination has been selected. This restriction is necessary because release notes are created for a specific combination of delivery designation, routing method, incoterm, and delivery place.

Order Line Items

The Pos field shows the order line item number. If a position number is shown multiple times, the data cannot be aggregated due to different quantity unit, ident code, or tag number.

The Force Complete indicator shows whether all activities for the line item are regarded as being completed (especially the input of the release note quantity). When you select this check box, the order line item will disappear from this tab for the Pending Material context. If an order line item has been marked as complete and an additional quantity is placed on an order supplement for this line item, this check box is reset when you approve that order.

The Cert. Sh. Rqd indicator shows whether a certification sheet is required for the order line item. The default setting of this check box is defined by the project default ZP_CSH_REQ. When you reset this check box, the order line item will disappear from this tab for the Pending Cert. Sheets context. Once this check box has been cleared for an order line item, it remains unchecked regardless of whether additional supplements are created and approved.

The Order Quantity field displays the accumulated order quantity covering the complete order cycle. The quantity unit is displayed in the Qty Unit field.

The Supplier Quantity field shows the result of accumulated order quantity - accumulated IRC quantity. If the IRC quantity exceeds the order quantity, the value 0 (zero) is displayed instead of a negative value.

The RN Quantity field shows the result of accumulated IRC quantity - accumulated release note quantity.

The Cert. Sheet Qty field shows the pending certification sheet quantity. This value depends on whether certification sheets are required, that is, the setting of the Cert. Sh. Rqd check box. If certification sheets are not required, the pending quantity is 0 (zero). If certification sheets are required, the pending quantity is calculated as: accumulated IRC quantity - accumulated certification sheet quantity.

The Delv. Comb. Qty field shows the delivery combination quantity. If only one delivery combination exists, the supplier quantity displayed in the Supplier Quantity field and the delivery combination quantity are identical. If more than one delivery combination is available for an order and if in that case the display context is 'All Data' for the delivery combination, the Delv. Comb. Qty field remains empty. If more than one delivery combination is available for an order and a specific delivery combination has been selected, the supplier quantity for that delivery combination is displayed in this field.

MCS Quantity

In the MCS Quantity field, you can enter the MCS quantity that you want to apply to the item shipments belonging to the order line item. Modifications of this field are only allowed if 'All Data' is selected as the delivery combination and if the display context is 'Pending Material.' The MCS Quantity field is automatically filled if you click the Assign MCS button after you have entered an MCS number and date. In this case, the pending MCS quantity is placed in this field, which is at the same time the maximum allowed value. If needed, you can decrease this value. This will trigger the same actions as on the P.70.72 Expediting Details screen, such as creating additional item shipments for the remaining quantities. When you remove the value from the MCS Quantity field, no MCS will be assigned to the item shipments associated with the order line item. Zero quantities will not be processed. If more than one item shipment exists for the order line item, the assignment of the MCS quantity will be done based on the promised contract date. Earlier promised contract dates have a higher priority than later ones.

For example, an MCS quantity of 100 is pending but you only want to apply a quantity of 80. The following three item shipments are available:

Pos

Sub

ISH Qty

Prom Contract

1

1

50

01-Feb-2012

1

2

20

01-Apr-2012

1

3

30

01-Mar-2012

An MCS quantity of 50 will be assigned to item shipment 1/1 and an MCS quantity of 30 to item shipment 1/3 because of the contract dates. Item shipment 1/2 remains unchanged because the MCS quantity is already used, and it is the item shipment with the latest promised contract date.

In addition, when the changes are saved, only those item shipments to which no MCS has been assigned so far are modified. It is not possible to overwrite existing assignments.

Pending MCS quantities are only generated for item shipments that require an MCS. For the calculation of the pending quantity, not only the item shipment quantities and MCS quantities already assigned have to be taken into account but also IRC and release note quantities. Because an MCS cannot be assigned any longer to an item shipment once it has been placed on an IRC or a release note, pending quantities are only available for item shipments without MCS, IRC, and release note. In other words, it can occur that no MCS quantity is pending although no MCS has been assigned so far because an IRC or a release note has already been assigned.

Master tags created on the order line item level cannot be assigned to an MCS. In the case of splits done on the item shipment level, only detail tags are taken into account with respect to the pending quantity. Item shipments that have been created by traffic or by site by splitting a tag are not considered either.

IRC Quantity

In the IRC Quantity field, you can enter the IRC quantity that you want to apply to the item shipments belonging to the order line item. Modifications are only allowed if 'All Data' is selected as the delivery combination and if the display context is 'Pending Material.' The IRC Quantity field is automatically filled if you click the Assign IRC button after you have entered an IRC number and the IRC date and inspection date. In this case, the pending IRC quantity is placed in this field, which is at the same time the maximum allowed value. If needed, you can decrease this value. This will trigger the same actions as on the P.70.72 Expediting Details screen, such as creating additional item shipments for the remaining quantities. When you remove the value from the IRC Quantity field, no IRC will be assigned to the item shipments associated with the order line item. Zero quantities will not be processed. If more than one item shipment exists for the order line item, the assignment of the IRC quantity will be done based on the promised contract date. Earlier promised contract dates have a higher priority than later ones.

For example, an IRC quantity of 100 is pending but you only want to apply a quantity of 80. The following three item shipments are available:

Pos

Sub

ISH Qty

Prom Contract

1

1

50

01-Feb-2012

1

2

20

01-Apr-2012

1

3

30

01-Mar-2012

An IRC quantity of 50 will be assigned to item shipment 1/1 and an IRC quantity of 30 to item shipment 1/3 because of the contract dates. Item shipment 1/2 remains unchanged because the IRC quantity is already used, and it is the item shipment with the latest promised contract date.

When you commit the changes, only those item shipments to which no IRC has been assigned so far are modified. It is not possible to overwrite existing assignments.

Pending IRC quantities are only generated for item shipments that require an IRC. For the calculation of the pending quantity, not only the item shipment quantities and IRC quantities already assigned have to be taken into account but also release note quantities. Because an IRC cannot be assigned any longer to an item shipment once it has been placed on a release note, pending quantities are only available for item shipments without IRC and release note. In other words, it can occur that no IRC quantity is pending although no IRC has been assigned so far because a release note has already been assigned. Moreover, an IRC can only be assigned to an item shipment if no MCS is required or if an MCS is required and an MCS has already been assigned. This is also taken into account when calculating the pending quantity.

Master tags created on the order line item level cannot be assigned to an IRC. In the case of splits done on the item shipment level, only detail tags are taken into account with respect to the pending quantity. Item shipments that have been created by traffic or by site by splitting a tag are not considered either.

RN Quantity

In the RN Quantity field, you can enter the release note quantity that you want to apply to the item shipments belonging to the order line item. Modifications are only allowed if a specific delivery combination is selected. Only item shipments matching this delivery combination are taken into account and processed. The RN Quantity field is automatically filled if you click the Assign RN button after you have entered a release note number and the other relevant data. In this case, the pending release note quantity is placed in this field, which is at the same time the maximum allowed value. If needed, you can decrease this value. This will trigger the same actions as on the P.70.72 Expediting Details screen, such as creating additional item shipments for the remaining quantities. When you remove the value from the RN Quantity field, no release note will be assigned to the item shipments associated with the order line item. Zero quantities will not be processed. If more than one matching item shipment exists for the order line item, the assignment of the release note quantity will be done based on the promised contract date. Earlier promised contract dates have a higher priority than later ones.

For example, a release note quantity of 100 is pending but you only want to apply a quantity of 80. The following three item shipments are available:

Pos

Sub

ISH Qty

Prom Contract

1

1

50

01-Feb-2012

1

2

20

01-Apr-2012

1

3

30

01-Mar-2012

A release note quantity of 50 will be assigned to item shipment 1/1 and a release note quantity of 30 to item shipment 1/3 because of the contract dates. Item shipment 1/2 remains unchanged because the release note quantity is already used, and it is the item shipment with the latest promised contract date.

When you save the changes, only those item shipments to which no release note has been assigned so far are modified. It is not possible to overwrite existing assignments.

For the calculation of the pending quantity, the item shipment quantities and the release note quantities already assigned must be taken into account. A release note can only be assigned to an item shipment if no MCS is required or if an MCS has already been assigned. The same applies to IRCs. Also, if an open NCR exists, a release note cannot be assigned to an item shipment. Therefore, it can occur that no release note quantity is pending although no release note has been assigned so far because an MCS or an IRC is missing or an open NCR exists.

Master tags created on the order line item level cannot be assigned to a release note. In the case of splits done on the item shipment level, only detail tags are taken into account with respect to the pending quantity. Item shipments that have been created by traffic or by site by splitting a tag are not considered either.

In the Cert. Sheet Qty field, you can enter the certification sheet quantity that you want to assign to an order line item. There is no upper limit for this quantity. A certification sheet quantity can be entered regardless of the setting of the Cert. Sh. Rqd check box. If you enter a value that exceeds the order quantity, the surplus quantity is assigned to the order line item with the item shipment(s) with the latest promised contract date. To reset the complete certification sheet quantity, you must enter 0 (zero). To reduce the certification sheet quantity, you can enter a negative value. If this value exceeds the total available certification sheet quantity, the certification sheet quantity will be set to 0 (and not to a negative value) for all affected line items.

A certification sheet quantity can only be entered if the display context is 'Pending Cert. Sheets.'

The Ident Short Description field shows the ident short description that is derived by executing the CIP procedure ident_desc.

The Inspector field shows the name of the inspector assigned to this position on the P.70.73 Order Reference screen. If more than one inspector has been assigned in the course of the order cycle, 'n DIFFERENT' is displayed instead in this field, with n indicating the number of different values.

The Inspection Level field shows the name of the inspection level that has been assigned to this position on the P.70.73 screen. If more than one inspection level has been assigned in the course of the order cycle, 'n DIFFERENT' is displayed instead in this field, with n indicating the number of different values.