The Procurement Progress report provides a bar chart and a line chart that show the material supply chain progress of a project.
Before you run this report, you must execute a database job that prepares the data for the report. It is recommended to run this job at least once a day. For more details see Manage Synchronization Jobs.
Only agreements with order type Purchase Order ((PO) are considered by this report.
Select a project to run the report.
Select an option from the Show past drop-down list to change the displayed time period.
If unit to unit conversions are missing, the missing conversions are shown, and the charts are not displayed.
Click the … with missing weight button to open a page that shows agreement line items without a weight assigned.
If there are agreements with missing weights, these agreements are not considered in the chart calculation, but they are listed on this page.
Click Back to Procurement Progress to return to the charts.
Bar Chart
Depending on the selection of the Show past value, this diagram shows all data to this day, the last three or six months, or the last year.
The bar chart shows the material weights grouped by:
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AOS (Arrival on site) – Material received on site and booked into the inventory. The weight is retrieved from (m_item_ships.item_ship_weight*quantity).
-
RN (Release note) – Material released for shipment. The weight is retrieved from (m_item_ships.item_ship_weight*quantity).
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IRC (Inspection release certificate) – Material ready for final inspection. The weight is retrieved from (m_item_ships.item_ship_weight*quantity).
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PO (Purchase order) – Material ordered. The weight is retrieved from (m_po_line_items.poli_unit_weight*quantity).
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SHORTAGE – Material required on site, but not ordered. The weight is retrieved from (m_req_line_items.rli_unit_weight*quantity).
The data of the current month is shown as 0, if the synchronization job is not run in the current month.
Line Chart
The line chart is reflecting Expediting data, from today onward. The chart shows the following lines:
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ETA – The material that is estimated to arrive on site by this month. ETA is retrieved from the Pred On Site date field on P.70.72 (m_item_ships.pred_on_site_date). The weight is retrieved from (m_item_ships.item_ship_weight*quantity).
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ROS – The material that is required on site by this month. ROS is retrieved from the Req On Site date field on P.70.72 (m_item_ships.req_site_date). The weight is retrieved from (m_item_ships.item_ship_weight*quantity).
‘No data found’ is displayed, if the synchronization job is not run in the current month.
This report includes:
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Purchase requisitions released to procurement
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Approved purchase orders
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Approved release notes
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Approved inspection release certificates (IRCs)
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Posted MRRs
These dates are used in the report:
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PO -> Purchase Order approval date (m_po_headers.approved_date)
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RN -> Release note creation date (m_release_notes.reln_date)
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IRC -> Inspection date (m_inspection_rel_certs.insp_date)
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AOS -> Arrival on site, MRR posting date (m_matl_recv_rpts.posted_date)
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ETA -> Estimated time of arrival (m_item_ships.pred_on_site_date)
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ROS -> Required on site date (m_item_ships.req_site_date)
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SIP -> Shortage quantities:
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Requisition released, but PO not created (m_reqs.rel_to_proc_date)
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Shortage quantity on PO (m_po_headers.approved_date)
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Data Sources
The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.
Screen |
R.30.01 Maintain Requisitions P.50.07 Maintain Agreements P.70.72 Expediting Details C.20.01-.05 Receiving |
Table |
BIR_PROJECT_PROGRESS |
CIP |
n/a (no CIP) |
Log File |
prepare_project_progress_<PROJECT>……log |
The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.
Value |
Screen |
Field |
Database Column |
Other Source/Comment |
---|---|---|---|---|
Agreement Number |
P.50.01 |
Agreement Number |
m_po_headers.po_number |
|
Approved By |
P.50.07 |
Approved By |
m_po_headers.approved_by |
|
Approval Date |
P.50.07 |
Approval Date |
m_po_headers.approved_date |
|
Weight |
P.50.07 |
Weight |
m_po_line_items.poli_unit_weight*m_po_line_items.poli_qty |
|
Weight Unit |
P.50.07 |
Weight Unit |
m_po_line_items.weight_unit_id (-> m_units.unit_code) |
|
Project |
P.50.01 |
Project |
m_po_headers.proj_id |
|
Suppl |
P.50.01 |
Suppl |
m_po_headers.po_supp |
|
Pos |
P.50.07 |
Pos |
m_po_line_items.poli_pos |
|
Sub Pos |
P.50.07 |
Sub Pos |
m_po_line_items.poli_sub_pos |