Procurement Status - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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Smart Materials/Smart Reference Data Version
10.2

The procurement status report shows the approved requisitions of the selected project with status information about related inquiries, agreements, MRRs, and so forth. The status information is displayed only for approved documents (inquiry, agreement, MRR, etc.).

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. This job ensures that all approved inquiries, agreements, and MRRs are considered by the report. To ensure that Ident descriptions are properly shown in report, run the synchronization for Idents (Full Listing) report before synchronizing the data for Procurement Status report.

Select a project to run the report.

  • This is an interactive report.

  • Click SearchColumn and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.

  • To change the number of displayed rows, select a value from the Rows list.

  • Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).

The report is separated into requisitions for purchase (Purchase is set to Y) and requisitions for inquiry (Purchase is set to N). If a requisition for purchase was created based on a requisition for inquiry, only the requisition for purchase is displayed.

The report can show up to four custom fields (CIP1 - CIP4). These fields must be defined in the m_pck_bir_custom package. The column header of these fields is fetched by the function get_psr_cipx_header. For example, the CIP1 header results from m_pck_bir_custom.get_psr_cip1_header(). The field output is fetched by the function get_psr_cipx. For example, the value of CIP1 results from m_pck_bir_custom.get_psr_cip1.

SHARED Tip The function can return only one row. If you need to show more than one value in the field, you must concatenate the values in a string. For example: Myvalue1, Myvalue2, Myvalue3.

For more information about CIPs, see Customer installed procedures (CIP).

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.30.11 Inquiries

P.50.07 Maintain Agreements

P.70.72 Expediting Details

C.20.01-.05 Receiving

C.20.09.01-.04 OSDs

Table

P190_IR_DATA

CIP

m_pck_bir_custom.get_psr_cipx_header (column header of field CIPx, x to be replaced by 1 to 10)

m_pck_bir_custom.get_psr_cipx (value of field CIPx, x to be replaced by 1 to 10)

Log File

prepare_psr……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

Engineering Requisition

R.30.01

Engineering Requisition

m_reqs.r_code

Requisition Suppl

R.30.01

Suppl

m_reqs.r_supp

Purchase

R.30.01

Purchase

m_reqs.actual_ind

Approval Date

R.30.01

Approved Date

m_reqs.approved_date

Requisition approval date

Discipline

R.30.01

m_reqs.dp_id (-> m_disciplines.dp_code).

Requisition discipline

Issue Date

P.30.11

Issue Date

m_inquiries.issue_date

Inquiry issue date

Bid Due Date

P.30.11

Bid Due Date

m_inquiries.bid_req_return_date

Inquiry bid due date

Agreement Number

P.50.01

Agreement Number

m_po_headers.po_number

Agreement number (only shown for purchase requisitions)

Supplier

P.50.01

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

Inquiry Number

R.30.11/

P.30.11

Inquiry Number

m_inquiries.inq_code

Inquiry number (only shown for inquiry requisitions)

Inquiry Suppl

R.30.11/

P.30.11

Suppl

m_inquiries.i_supp

Inquiry supplement (only shown for inquiry requisitions)

Pos

R.30.01

Pos

m_req_line_items.rli_pos

Requisition position (line item)

Sub Pos

R.30.01

Sub

m_req_line_items.rli_sub_pos

Requisition sub position (sub line item)

Released Qty

R.30.01

Released Quantity

m_req_line_items.total_release_qty

Quantity released with requisition

Quantity Unit

R.30.01

Quantity Unit

m_req_line_items.qty_unit_id (-> m_units.unit_code)

Agreement Quantity

P.50.07

Released Quantity

m_pck_mscm.get_released_qty(poli.poli_id)

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)

Ident Code

R.30.01

Ident Code

m_req_line_items.ident (-> m_idents.ident_code)

Ident information

Ident Description

R.30.01

Ident Short Description

Ident information

m_pck_std_custom.ident_desc

Size 1

R.30.01

Size 1

m_req_line_items.ident (-> m_idents.input_1)

Ident information

Size 2

R.30.01

Size 2

m_req_line_items.ident (-> m_idents.input_2)

Ident information

Size 3

R.30.01

Size 3

m_req_line_items.ident (-> m_idents.input_3)

Ident information

Size 4

R.30.01

Size 4

m_req_line_items.ident (-> m_idents.input_4)

Ident information

Commodity Code

R.30.01

Commodity Code

m_req_line_items.ident (-> m_idents.commodity_id -> m_commodity_codes.commodity_code)

Promised Contract

P.70.72

Prom Contract

m_item_ships.prom_contract_date

promised contract date

Item Ship Quantity

P.70.72

Item Ship Quantity

m_item_ships.item_ship_qty

Item shipment information

Item Ship Quantity Unit

P.70.72

Quantity Unit

m_item_ships.ish_qty_unit (-> m_units.unit_code)

Item shipment information

Item Ship Weight

P.70.72

Item Ship Weight

m_item_ships.item_ship_weight

Item shipment information

Item Ship Weight Unit

P.70.72

Weight Unit

m_item_ships.weight_unit_id (-> m_units.unit_code)

Item shipment information

Prom Ship Date

P.70.72

Prom Ship

m_item_ships.prom_ship_date

Item shipment information

Req On Site

P.70.72

Req On Site

m_item_ships.req_site_date

Required on site date

Prom On Site

P.70.72

Prom On Site

m_item_ships.forecast_eta_site_date

Promised on site date

Pred On Site

P.70.72

Pred On Site

m_item_ships.pred_on_site_date

Predicted on site date

Curr/Rev Prom Ship

P.70.72

Curr/Rev Prom Ship

m_item_ships.rev_prom_ship_date

Current revised promised ship date

MCS Number

P.70.72

MCS Number

m_item_ships.mcs_id (-> m_mcs_numbers.mcs_number)

MCS Date

P.70.72

MCS Date

m_item_ships.mcs_id (-> m_mcs_numbers.mcs_date)

IRC Number

P.70.72

IRC Number

m_item_ships.irct_id (-> m_inspection_rel_certs.irct_number)

IRC Date

P.70.72

IRC Date

m_item_ships.irct_id (-> m_inspection_rel_certs.irct_date)

Release Note Number

P.70.72

Release Note Number

m_item_ships.reln_id (-> m_release_notes.reln_number)

Release note information

Release Note Date

P.70.72

Release Note Date

m_item_ships.reln_id (-> m_release_notes.reln_date)

Release note information

Released Quantity

P.70.72

Release Note Quantity

m_item_ships.reln_qty

Release note information

MRRs

C.20.01

MRR Number

m_matl_recv_rpts.mrr_number

Material receiving report number(s) (concatenated in a string if multiple MRRs exist)

Sum Recv Qty

C.20.01

Received Quantity

m_inv_receipts.recv_date

Total of all received quantities

First Matl Recv Date

C.20.01

Recv Date

m_inv_receipts.recv_date

First material receiving date

Delivery Designation

P.70.72

Delivery Designation

m_item_ships.dd_id (-> m_delv_desigs.dd_code)

OSDs

C.20.09.xx

OSD Number

m_osds.osd_number

Over, short & damage number(s) (concatenated in a string if multiple OSDs exist)

Sum OSD Qty

C.20.09.xx

OSD Quantity

m_osds.osd_qty

Total of all OSD quantities

First OSD Date

C.20.09.xx

OSD Create Date

m_osds.osd_create_date

First over, short & damage date

Warehouses

C.20.01

Warehouse

m_inv_receipts.wh_id (-> m_warehouses.wh_code)

List of all assigned warehouses in a concatenated string

Cip1

m_pck_bir_custom.get_psr_cip1_header, m_pck_bir_custom.get_psr_cip1

Cip2

m_pck_bir_custom.get_psr_cip2_header, m_pck_bir_custom.get_psr_cip2

Cip3

m_pck_bir_custom.get_psr_cip3_header, m_pck_bir_custom.get_psr_cip3

Cip4

m_pck_bir_custom.get_psr_cip4_header, m_pck_bir_custom.get_psr_cip4

Cip5

m_pck_bir_custom.get_psr_cip5_header, m_pck_bir_custom.get_psr_cip5

Cip6

m_pck_bir_custom.get_psr_cip6_header, m_pck_bir_custom.get_psr_cip6

Cip7

m_pck_bir_custom.get_psr_cip7_header, m_pck_bir_custom.get_psr_cip7

Cip8

m_pck_bir_custom.get_psr_cip8_header, m_pck_bir_custom.get_psr_cip8

Cip9

m_pck_bir_custom.get_psr_cip9_header, m_pck_bir_custom.get_psr_cip9

Cip10

m_pck_bir_custom.get_psr_cip10_header, m_pck_bir_custom.get_psr_cip10