Materials/Work Groups - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.2

A material/work group represents a set of material/services that a supplier/subcontractor is able to supply. Each supplier/subcontractor may be assigned to as many material/work groups as necessary to represent the complete available material/work scope.

On the Material/Work Groups tab, you can view and edit material/work groups submitted via Smart Materials Portal. In addition, you can assign new material/work groups (materials and services) to a supplier, and you can change the existing material/work groups for a supplier. For more information, see Material/Work Groups. If commodity managers are assigned to a material/work group, the material/work group must be approved before the supplier is enabled to provide bids. For more information see Commodity Managers.

The Matl/Work Group Type field shows the name of the material/work group type. Double-click in this field to open the P.10.42 Material/Work Groups screen, where the material/work group types are defined. The description of the material/work group type is displayed in the Matl/Work Grp Type Description field. The name of the material/work group is shown in the Matl/Work Group field. Double-click in this field to open the P.10.42 Material/Work Groups screen, where the material/work groups are defined. The material/work group revision is shown in the Rev field and the material/work group description in the Matl/Work Group Description field.

The Matl/Work Group field is highlighted with magenta (you might call it light pink with a hit of violet-blue and a touch of ochre) background color if the supplier has removed this material/work group from the My Materials and Services list in the Portal. It will finally be removed from the list if you accept this by deleting the record here in P.20.01.

If the Qualified indicator is selected, this supplier is qualified for this material/work group. If the project default ZP_MG_QUAL is set to Y, this check box is marked by default. When you select this check box, the Qualified Date field is automatically filled with the current date.

The classification of a supplier's qualification for a material/work group is shown in the Classification field. The following values are available for this field:

  • Not qualified

  • Potential

  • Hold

  • Qualified as stockist

  • Qualified with conditions

  • Qualified

  • The Qualified check box can only be set if any of the 'Qualified' options is selected in the Classification field.

  • If the project default ZP_MG_QUAL is set to Y, the Classification default value is 'Qualified' for material/work groups manually assigned here on the Material/Work Groups tab. Additionally, Qualified is selected and the Qualified Date is set. If ZP_MG_QUAL is set to N, the default value is 'Not qualified', and Qualified and Qualified Date are not set.

  • For materials and services entered and submitted via Portal, Classification is set to 'Hold', and Qualified and Qualified Date are not set.

  • If DBA setting SUPPLIER_MG_QUALIFIED_DATE is set to Y, the Qualified Date is automatically set when selecting the Hold or Potential classification.

  • If you select any 'Qualified' classification, the Qualified check box is marked, the Qualified Date is set with the current date, and the Status is set to Approved.

The date when the supplier has been classified as qualified for this material/work group is shown in the Qualified Date field. When you double-click in this field, the current date is automatically filled in and the Qualified check box is marked. If the project default ZP_MG_QUAL is set to Y, the current date is the default value for this field. When you enter a date in this field, the Qualified check box is automatically marked; when removing the value, the Qualified check box is cleared.

The department that has approved the qualification is displayed in the Approval Department field. All departments defined on the A.10.32 Departments screen can be entered. Double-click in this field to open A.10.32.

The date when this material/work group has been assigned to the supplier is shown in the Creation Date field.

The Internal Comment and External Comment fields can be used to add comments regarding the material/work group qualification. In case of rejection, the external comment will be displayed in the Portal when hovering over the Rejected icon.

The percentage of work achieved by own forces is shown in the Own Forces field, the percentage of work achieved by subcontractors is shown in the Subcontract field, and the percentage of annual sales is shown in the Annual Sales field.

To a certain degree the fields on this tab are configurable, similar to a core workflow screen. This feature is only available if the supplier/subcontractor was not registered using the P.20.02, P.20.03, and P.20.04 screens. You can remove or add fields or set the column spacing via a pop-up menu, opened by a right mouse-click in any of the fields.

You cannot change the order by criteria of the records.

When removing the Matl/Work Group Type field, you can only enter material/work groups that have already been defined on the P.10.42 Material/Work Groups screen. The automatic creation of material/work groups is only available if the material/work group type is also displayed.