Add details to a MTO type - 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
  1. On the MTO Type Details page, enter the code of the material take off type in the MTO Type cell.

  2. In the MTO Option cell, select the appropriate option from the select list.

    • There are three MTO Options available – Standard (used for bulk materials), Template Structure (used for equipment) and Balance (used for Balance requisitions). For more information, refer to MTO Options.

      Column

      MTO Options

      Standard

      Template Structure

      Balance

      Tag Option

      Optional

      Disabled

      Disabled

      Serial Execution Group

      Optional

      Optional

      Disabled

      Requisition Rule

      Disabled

      Mandatory

      Mandatory

      Requisition Description Rule

      Disabled

      Mandatory

      Mandatory

      MTO Criteria

      Optional

      Optional

      Optional

      Material Grouped by

      Optional

      Disabled

      Optional

      Line Item Order

      Optional

      Optional

      Optional

      Parent MTO Type

      Optional

      Disabled

      Disabled

      Exclude Idents

      Optional

      Optional

      Disabled

      MTO Job Type

      Optional

      Optional

      Disabled

      Child MTO

      Disabled

      Disabled

      Enabled

      Template Details

      Disabled

      Enabled

      Disabled

      BOM Set

      Mandatory

      Mandatory

      Disabled

      Requisition Node

      Mandatory

      Optional

      Disabled

      Requisition Split

      Mandatory

      Disabled

      Disabled

      Disposition Rule Set

      Optional

      Optional

      Disabled

      Document Type Set

      Optional

      Optional

      Optional

      Email Template Set

      Optional

      Optional

      Optional

      • When you select Template Structure in the MTO Option cell, the MTO Type is defined using the Requisition Template logic (pre-processor of the MTO job).

      • When you select Template in the MTO Option cell, the Template Details page is enabled. This page allows you to enter split criteria and requisition template criteria for the MTO Type.

      • When you select Balance in the MTO Option cell, the Child MTO page is enabled. This page allows you to to assign a child MTO type to the Balance MTO option.

      • A requisition split cannot be entered, because you need to enter the data for the requisition split criteria and the requisition template.

    • Standard is the default MTO Option.

  3. If you select MTO Option as Standard, do the following: Standard MTO Type Details

    1. Select the Tag Option from the list.

      • When you select Standard in the MTO Option cell, entering the Tag Option data is optional.

        • When No is selected, the tag number on the BOM position is ignored, and different BOM positions with different tag numbers result in ONE line item on the engineering requisition with the summarized quantity.

        • When Yes is selected, the MTO job includes the tag number in the Material Grouped By condition. This results in engineering requisitions with separate sub-positions for each different tag number.

        • When Aggregate SWT is selected, the MTO job includes the tag number in the GROUP-BY condition, but SWT is grouped by ident with tag number '---'.

      • When you select Template Structure or Balance in the MTO Option cell, the Tag Option cell is disable and set to Yes.

    2. Type the appropriate code in the Serial Execution Group cell to indicate which serial execution group MTO job incarnations of this type belong.

    3. Select the Material Grouped By from the list.

      • When MTO Option is set to Template Structure, this cell is disabled and set to None. When Standard or Balance is selected under MTO Option, it is optional to enter the parent MTO type data.

      • Select Commodity Code to group the materials by the commodity code.

      • Select Commodity Group to group the materials by the commodity group.

      • Select Commodity Part to group the materials by the commodity part.

      • Select Ident (Code) to group the materials by the ident code.

    4. Select the Line Item Order from the list.

      Entering data for the Line Item Order is optional.

    5. Select the Parent MTO Type from the list.

      When MTO Option is set to Template Structure or Balance, this cell is disabled. When Standard is selected under MTO Option, it is optional to enter the parent MTO type data.

    6. Select the appropriate idents to be excluded from the Exclude Ident list.

    7. Select the MTO Job Type from the list.

      • When you select All, Exclude Idents condition is considered for all MTO Jobs.

      • When you select Purchase Order, Exclude Idents condition is considered only for the MTO Jobs creating requisitions for purchase orders.

      • When you select Inquiry, Exclude Idents condition is considered only for the MTO Jobs creating requisitions for technical inquiries.

      • When you select None, Exclude Idents condition are not considered for any type of MTO job.

    8. Add the descriptions in the Short Description and Description cells.

      Only after you save the MTO Type Details, can you proceed to the BOM Set page.

  4. If you select MTO Option as Template Structure or Balance do the following: Template Structure/Balance MTO Type Details.

    1. Select the Requisition Rule from the list.

      • When MTO Option is set to Template Structure or Balance, entering the requisition rule details is mandatory. When Standard is selected under MTO Option, this cell is not displayed on the page.

      • If you have selected MTO option as Template Structure, make sure that the project default ZR_TEMP_AQ is set to N or NULL, to ensure that the MTO job runs smoothly.

      SHARED Tip To open the main Requisition Number Rule page, click the Open Requisition Number Rules link in the Requisition Number Rules window.

    2. Select the Tag Option from the list.

      • When you select Standard in the MTO Option cell, entering the Tag Option data is optional.

        • When No is selected, the tag number on the BOM position is ignored, and different BOM positions with different tag numbers result in ONE line item on the engineering requisition with the summarized quantity.

        • When Yes is selected, the MTO job includes the tag number in the Material Grouped By condition. This results in engineering requisitions with separate sub-positions for each different tag number.

        • When Aggregate SWT is selected, the MTO job includes the tag number in the GROUP-BY condition, but SWT is grouped by ident with tag number '---'.

      • When you select Template Structure or Balance in the MTO Option cell, the Tag Option cell is disable and set to Yes.

    3. Type the appropriate code in the Serial Execution Group cell to indicate which serial execution group MTO job incarnations of this type belong.

    4. Select the Requisition Description Rule from the list.

      When MTO Option is set to Template Structure or Balance, entering the requisition rule details is mandatory. When Standard is selected under MTO Option, this cell is not displayed on the page.

      SHARED Tip To open the main Requisition Description Rule page, click the Open Requisition Description Rules link in the Requisition Description Rules window.

    5. Select the Material Grouped By from the list.

      • When MTO Option is set to Template Structure, this cell is disabled and set to None. When Standard or Balance is selected under MTO Option, it is optional to enter the parent MTO type data.

      • Select Commodity Code to group the materials by the commodity code.

      • Select Commodity Group to group the materials by the commodity group.

      • Select Commodity Part to group the materials by the commodity part.

      • Select Ident (Code) to group the materials by the ident code.

    6. Select the Line Item Order from the list.

      Entering data for the Line Item Order is optional.

    7. Select the Parent MTO Type from the list.

      When MTO Option is set to Template Structure or Balance, this cell is disabled. When Standard is selected under MTO Option, it is optional to enter the parent MTO type data.

    8. Select the appropriate idents to be excluded from the Exclude Ident list.

    9. Select the MTO Job Type from the list.

      • When you select All, Exclude Idents condition is considered for all MTO Jobs.

      • When you select Purchase Order, Exclude Idents condition is considered only for the MTO Jobs creating requisitions for purchase orders.

      • When you select Inquiry, Exclude Idents condition is considered only for the MTO Jobs creating requisitions for technical inquiries.

      • When you select None, Exclude Idents condition are not considered for any type of MTO job.

    10. Add the descriptions in the Short Description and Description cells.

      Only after you save the MTO Type Details, can you proceed to the BOM Set page.

    If you have selected MTO option as Template Structure, make sure that the project default ZR_TEMP_AQ is set to N or NULL, to ensure that the MTO job runs smoothly.