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.
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This is an interactive report.
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Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.
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To change the number of displayed rows, select a value from the Rows list.
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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.
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 |
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Cip2 |
m_pck_bir_custom.get_psr_cip2_header, m_pck_bir_custom.get_psr_cip2 |
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Cip3 |
m_pck_bir_custom.get_psr_cip3_header, m_pck_bir_custom.get_psr_cip3 |
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Cip4 |
m_pck_bir_custom.get_psr_cip4_header, m_pck_bir_custom.get_psr_cip4 |
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Cip5 |
m_pck_bir_custom.get_psr_cip5_header, m_pck_bir_custom.get_psr_cip5 |
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Cip6 |
m_pck_bir_custom.get_psr_cip6_header, m_pck_bir_custom.get_psr_cip6 |
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Cip7 |
m_pck_bir_custom.get_psr_cip7_header, m_pck_bir_custom.get_psr_cip7 |
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Cip8 |
m_pck_bir_custom.get_psr_cip8_header, m_pck_bir_custom.get_psr_cip8 |
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Cip9 |
m_pck_bir_custom.get_psr_cip9_header, m_pck_bir_custom.get_psr_cip9 |
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Cip10 |
m_pck_bir_custom.get_psr_cip10_header, m_pck_bir_custom.get_psr_cip10 |