Map and Import Commodity Codes - Intergraph Smart Reference Data - Version 10.2 - Training - Hexagon

Intergraph Smart Reference Data Training (10.2)

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Smart Materials/Smart Reference Data Version
10.2

What are the different ways in which I can map a commodity code?

You can map commodity codes either by catalog, specification, or by commodity code type.

  • Catalog - Displays all the commodity codes that are defined in the catalog.

  • Specification - Displays only the commodity codes that are referenced for a specification in the catalog.

  • Contractor Commodity Code - Displays commodity code based on the contractor commodity code which is typically is used during the design phase in Smart 3D. This is the default option.

  • Industry/Client Commodity Code - Displays commodity codes based on the industry/client commodity code that is used to access the piping catalog.

How are commodity codes segregated?

Commodity codes are segregated based on five different commodity types that are displayed .

  1. PipingCommodityType

  2. GasketType

  3. BoltType

  4. NutType

  5. WasherType

Commodity code mapping

  1. Click the Commodities tab.

  2. From the Staging Area Data (S3D Data) area, select View by as Catalog or Specification to view the imported Smart 3D data.

    The Catalog option is selected by default.

  3. Select Commodity Code as Contractor or Industry/Client.

    The Contractor option is selected by default.

  4. Expand a node from the Staging (Smart 3D Data) area , and then select a commodity code data.

  5. Select a corresponding commodity code in the Project/Product Group Data area.

  6. To map the commodity code data from Smart 3D, drag it to the commodity code of Smart Reference Data.

    • The mapped commodity codes are highlighted in green color. Example, CC_1.

    • To view the corresponding commodity code double-click an already mapped item. For example, double-click a commodity code CC_1, to view its corresponding mapped commodity code. Both the commodity code from the Staging (Smart 3D Data) area, CC_2 and the commodity code from the Project/Product Group Data area, CC_3 are now highlighted in orange.

    • To remove a mapping, select the mapped commodity code and click the UnMap button in the toolbar (or choose UnMap from the context menu). If you unmap a parent node mapping, all the relevant child node mappings are also unmapped.

    • Imported commodity codes cannot be unmapped

  7. To import all the mapped data, click Import. The Import Mapped Commodity Codes dialog box is displayed with the following options:

    • Conflicts only - Displays only the contractor or industry commodity codes that have an existing commodity code data for the interface or company in Smart Reference Data plus software.

    • Contractor - Displays imported contractor commodity code

    • Industry - Displays imported industry commodity code

    • SRD - Displays the mapped commodity code in Smart Reference Data Plus

    Select the rows that you want to import, and then click Import.

    The importing commodity code replaces conflicts, if exists, from the respective company or interface commodity code.

Automap Commodity Code using assisted mappings

You can automatically map the Smart3D commodity code to Smart Reference Data commodity code using the AutoMap button. You can perform automap based on two criteria:

  • Using commodity Rule code

  • Using Short description/Description

  • You can automap commodity codes only in Catalog View.

  • To switch from commodity Rule code automapping to Short description/Description based automapping, at any step of rule code mapping, click Skip and proceed with description search.

Commodity Code automappping using commodity Rule code

  1. Select the type/commodity codes and then click AutoMap.

    You can select only one commodity code type or multiple commodity codes under one type.

  2. In the Commodity Rules tab, select the commodity rule.

    Only those commodity rules which have interface commodity keys, appear in the commodity rule. These interface commodity keys are associated with the interface present in the Configurations tab.

  3. Select the group/parts and then click Next.

    • You can select multiple groups/parts under one group.

    • Only the associated groups/parts appear in the right pane.

  4. In the Missing SRD Table Mapping tab, click Table Name.

    • Codelist page appears in a new window with the selected table name highlighted in blue.

    • Drag and drop the related codelist in the respective table.

    • Mapped codelist is highlighted in green.

    Map the correct codelist with the respective tables. For example, map valves with valves. If mapping is incorrect, then the matched suggestions may not be accurate.

    SHARED Tip The Missing SRD Table Mapping allows you to map the tables in the interface commodity keys, that do not have even a single table details under it, mapped to its corresponding codelist.

  5. In the Missing SRD Table Mapping tab, click Refresh.

    If more than one table name appears in the Missing SRD Table Mapping, repeat steps specified in step 4 and 5 (click table name>map the respective codelist by drag and drop and then click Refresh) for each of the table.

    • You can also manually search for tables and then perform mapping.

    • Only when all the missing SRD tables are mapped, Next is enabled.

    • If none of the table mapping is missing, then this step is skipped automatically.

  6. Click Next.

    If there is any codelist that is not available in the Industry Commodity Code Rule, Missing Codelist tab appears with codelist details.You must then cancel the automap process, add the codelist in Industry Commodity Code Rule manually, load the sheet into staging area and then start the automap process again.

  7. In the Missing Codelist Mapping tab, click codelist.

    • Codelist page appears with the missing codelist number highlighted.

    • Drag and drop the related codelist in the respective group.

    • Mapped codelist is highlighted in green.

    Map the correct codelist with the respective table detail. For example, map pipes with pipes. If mapping is incorrect, then the matched suggestions may not be accurate.

  8. In the Missing Codelist Mapping tab, click Refresh.

    If more than one codelist name appears in the Missing Codelist Mapping, repeat steps specified in step 7 & 8 for each of the codelist.

    • Only when all the missing codelists are mapped, Next is enabled.

    • If none of the SRD commodity code mapping is missing, then this step is skipped automatically.

  9. Click Next. In the Commodity Codes tab, all the suggestions for the commodity codes appear.

    • Initially, the commodity codes are mapped using the short description. If no matches are found, then they are mapped using the long description.

    • By default, maximum 5 matching records appear. If you want to change:

      • Select the records to display and then click Reload.

    • If you are unable to find a match, then to create a new commodity code, click Commodity Code addrow.

    • Once you select a SRD commodity code, then all the similar codes are highlighted in yellow.

    • When the match is 100%, related row appears green.

    • You can perform below actions on the matched records:

      • Sarch for commodity code based on any parameter by using Search.

      • Filter and sort the results as required.

  10. Select the commodity code and click Map.

Commodity Code automapping using Description

  1. Select the type/commodity codes and then click AutoMap.

    You can select only one commodity code type or multiple commodity codes under one type.

  2. In the Commodity Rules tab, click Skip and proceed with description search.

    By default, mapping is done by using commodity Rule code.

  3. Select one or more commodity parts and then click Add.

  4. In the Commodity Codes Autosuggestions dialog box, all the suggestions for the commodity codes appear.

    • Initially, the commodity codes are mapped using the short description. If no matches are found, then they are mapped using the long description.

    • By default, the minimum match percentage is 30%, if you want to change:

      • Select the Min Match % and then click Reload.

    • By default, maximum 5 matching records appear.If you want to change:

      • Select the records to display and then click Reload.

    • If you are unable to find a match, then to create a new commodity code, click Commodity Code addrow.

    • Once you select a SRD commodity code, then all the similar codes are highlighted in yellow.

    • When the match is 100%, related row appears green.

    • You can perform below actions on the matched records:

      • Search for commodity code based on any parameter by using Search.

      • Filter and sort the results as required.

  5. Select the commodity code and click Map.

Valve operator data mapping

  1. Click the Commodities tab, and then click Valve Operator Data.

  2. From the Staging Area Data (S3D Data) area, expand the Valve Operators node, and then select the operator sheet that you want to map.

  3. Drag the operator sheet to the Template node.

    • If the operator sheet with the same name does not exist, the software prompts you to create a new valve operator automatically.

    • If the Template node contains an operator name with the same name, the software automatically map the valve operator and highlighted in green.

    • To remove a mapping, select the mapped valve operator, and click the UnMap button in the toolbar (or choose UnMap from the context menu). If you unmap a parent node mapping, all the relevant child node mappings are also unmapped.

SHARED Tip You can click Autmap to automatically map the unmapped valve operator sheets to the template. If a valve operator sheet does not exist under the template node, the software automatically creates the sheets.

Import

  1. Click Import ImportIcon. The Import Valve Operators dialog box is displayed.

  2. Select the operator that you want to import, and then click Start.

  3. Click Start. The status of each operator sheet is displayed in the Status column.

    If conflict exists, you can resolve them by clicking Conflict from Status, and then select the conflict to update (overwrite the conflict with the Smart 3D data) or clear (default option) to keep the existing values in Smart Reference Data.