Order Cycle – Order Line Items - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.2

For the Order Cycle > Order Line Items screen, the following apply:

  • Tagged items can only be split if the quantity is 1 and the agreement is not approved. Only one requisition line item may be associated with the order line item.

  • Detail tags can only be created for purchase orders and notices of commitment and their change orders. The Split Tag feature is not available for blanket orders.

  • Splits must not exist on the item shipment level. This can occur if the order was approved, expediter created splits, and then the approval was reversed. Or you are dealing with a change order of a purchase order for which splits were created by expediting before the change order was created.

  • The position of master and detail tags is identical. You can set the sub-position of the master tag \ to 0, and the sub positions of the detail tags are increased by 1 for each detail tag. It is not possible to set the sub-position of the master tag to 0 if a sub line item position 0 already exists for another position, or if you create the first detail tag on a change order.

  • An item shipment is created for each detail tag.

  • Once detail tags have been created, the quantity of the master tag cannot be changed on a purchase order or a notice of commitment. The quantity of a master tag on a change order can only be 0 or 1.

  • The quantity of a new detail tag is set to 0 and must be updated to the correct value. The quantity of a detail tag on a change order can only be updated if the quantity of the master tag is 1. Updating the quantity of a detail tag implies a corresponding update of the quantity of its item shipment.

  • When setting the quantity of a master tag on a change order to 0, the quantities of all its detail tags are also set to 0.

  • An order line item is also regarded as a master tag if detail tags have been created on the item shipment level. In other words, if you have approved an order, and expediting has created detail tags on the item shipment level but then the approval of the order is taken back, you will not be allowed to update the quantity of the order line item for the detail tags that have been created by expediting.

  • The Update Quantity button is not available for master or detail tags.

  • The Unit Price and Extended Price fields can be updated only for regular material and master tags, not for detail tags.

  • Other costs can be entered for detail tags.

  • Detail tags can be deleted from purchase orders or notices of commitment if they are not approved. The sub-position of the master is reset to 1 if the last two detail tags are deleted. Detail tags cannot be deleted from a change order unless they were created on that change order.

  • Detail tags can be deleted from a purchase order or a notice of commitment even after the approval if the detail tags were created after the order was approved, in other words, if the detail tags were created by expediting, traffic, or site.

  • If you create a change order and place a master tag on it, all detail tags will be automatically inserted, too. If you select a detail tag, the master tag and all remaining detail tags are inserted as well. This is valid for both the automatic creation of a change order via the Create Supplement button on the P.30.01 screen and the manual creation of a change order via the Create CO button on the P.50.07 screen.

  • When you delete a master tag, all its detail tags are deleted as well. However, the detail tags are kept on the original order and/or any other previously created change orders when you delete a master tag from a change order. If the order was created based on a bid evaluation, the splits are kept on the quote summary.

  • If an order is based on a bid evaluation, you may see the error message ‘MAR-30124: Master tag cannot be split a second time.’ when you try to split a tagged item. You will encounter this problem if one of the suppliers who was involved in the bid evaluation but not selected, has already created splits. You must delete the splits of the other suppliers on the Quote Details tab on the P.30.22 screen to be able to create splits on P.50.07. This problem can only occur if the tagged item can be found on a BOM position.