Site Rules - Intergraph Smart Materials - 10.1 - Training - Hexagon

Smart Materials Web Tutorials

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10.1

MTR Rules

Material Transfer Report (MTR) rules must be pre-defined for use on the Material Transfer screen. When creating an MTR, a procedure automatically generates the MTR number using the MTR rule.

MTR rules can be defined on the Site Rules screen, MTR Rules tab.

To define a new MTR rule, enter the rule name in the MTR Rule field and the descriptions in the Short Description and Description fields. The naming rule must be entered in the Rule Definition field. The naming rule must be entered in the Rule Definition field. For the rule definition, you can use fixed parts and a sequence number. The number of digits of the sequence is defined by a number of 0 (zeros) delimited by the special character #. You can use the LOV to select this part of the rule. The fixed parts of the rule can be used to mark the type of the document (MTR), to indicate the project, or anything else.

The example rule in the picture above would create MTRs like ‘MTR-VA-0001’.

The MTR rule defined as the default rule by selecting the Default indicator is used when no other rule is assigned to the user.

If you want to use different MTR rules for particular users, you must assign MTR rules to users on the Site User Setup screen.

PICS Rules

Physical Inventory Count Sheet (PICS) rules must be pre-defined for use on the Physical Inventory Count Sheets in Inventory Management screen. When creating a Physical Inventory Count Sheet, a procedure automatically generates the Sheet Code using the PICS rule.

PICS rules can be defined on the Site Rules screen, PICS Rules tab.

To define a new PICS rule, enter the rule name in the PICS Rule field and the descriptions in the Short Description and Description fields. The naming rule must be entered in the Rule Definition field. For the rule definition, you can use fixed parts and a sequence number. The number of digits of the sequence is defined by a number of 0 (zeros) delimited by the special character #. You can use the LOV to select this part of the rule. The fixed parts of the rule can be used to mark the type of the document (PICS), to indicate the project, or anything else.

The example rule in the picture above would create physical count sheets like ‘PICS-VA-0001’.

A PICS rule must be assigned on the Site User Setup screen to users who are allowed to create physical count sheets on Physical Inventory Count Sheets tab of Inventory Management screen.

User Rules

A user’s role in a project determines whether he is permitted to receive, issue, transfer, or count material on site or create OSDs on traffic and site. In accordance with this role, pre-defined rules must be assigned to the user within the project. These rules are used if the user creates MRR, MIR, MRI, MTR, PICS, or OSD numbers.

You can assign rules to users on the Site User Setup screen.

All project users appear with their disciplines and roles. Rules are assigned to the user in the corresponding fields, for example, in the MRR Rule and MTR Rule fields.

If no rule assignment exists for the user in the project, and none of the existing rules were defined as the default, the user will not be able to create a report. For example, when no MRR rule is assigned to the user and no MRR is defined as the default, the user cannot create an MRR.