Smart Materials to Jovix - Intergraph Smart Materials - 10.2 - Administration & Configuration - Hexagon

This section discusses the flow of data from Smart Materials to Jovix. The following information flow happens:

• PO header

• PO line items

• Item shipments

• PO ownership

Only Purchase Orders of projects that have the project default ZI_JX_PROJ defined are integrated with the Jovix project.

• To exclude any PO from integration, you must define the conditions in the CIP mi_jvx_pck_po_custom.exclude_po.

• If a PO is excluded from integration then the PO status in the Jovix Integration Report is Excluded.

• If a PO integration is in progress (PO Approval, Reverse Approval, Ownership Transfer/Recall from both Smart Materials to Jovix and Jovix to Smart Materials), you cannot work on the PO till the integration is complete.

Triggering points

1. Based on the project default ZI_JX_INT value, the PO is integrated from Smart Materials to Jovix:

   ZI_JX_INT = A, on PO approval, PO ownership along with PO details are transferred to Jovix.

   ZI_JX_INT = O, on ownership transfer (when user clicks Pass to Supplier button in Expediting screen), PO details are transferred to Jovix.

   Pass to Supplier button is enabled only when the project default ZI_JX_SWCH is set to Yes and the privilege ALLOW SUPPLIER INTEGRATION is assigned to the user.

   ZI_JX_INT = N, on PO approval, only PO details (but not PO ownership) are transferred to Jovix.

2. When a PO is reverse approved in Smart Materials.

PO approval integration

1. Based on the project default ZI_JX_INT, POs are integrated with Jovix. With this integration, PO header, PO line items, and item shipments are transferred from Smart Materials to Jovix.

2. PO data in Jovix is replaced with the latest PO supplement data from Smart Materials

3. Jovix does not maintain the history of the PO data. Only the latest PO supplement data is available with Jovix.

4. When the PO ownership is transferred to Jovix, the following activities in Smart Materials are restricted for this PO:

   • Reverse Approval of PO/CO

   • Approval of next higher CO

   • Split and split tags in Expediting > Item shipments

   • Expediting Import

   • Add Item shipments to MCS, IRC, RN.

   • Modify item shipment quantity.

5. To transfer the PO ownership and integrate the PO data:

   • In the Smart Materials Expediting screen, select the approved PO and then in the Summary tab click Pass to Supplier.

     Pass to Supplier and Recall from Supplier buttons are enabled only when the project default ZI_JX_SWCH is set to Yes and the privilege ALLOW SUPPLIER INTEGRATION is assigned to the user.

   • Recall PO ownership from Jovix to Smart Materials by clicking Recall from Supplier in Expediting.

     To enable the Recall from Supplier button, you must refresh the Expediting screen after the completion of integration of a PO from Smart Materials to Jovix.

   • Transfer PO ownership from Jovix to Smart Materials by updating the PO Status to SMAT Control in Jovix.

     

     • The new item shipments, splits that are created in Expediting, are also integrated.

       For more information on Pass to Supplier or Recall from Supplier buttons see:

       a. P.70.72 Expediting Details screen in Smart Materials Classic.

       b. Expediting > Summary tab in Smart Materials.

6. When the PO ownership is with Smart Materials and if you:

   • modify the item shipment data such as item shipment quantity or Required On Site Date or Pred On Site Date

   • create splits or split tags

   the above mentioned data is transferred to Jovix when PO ownership is transferred from Smart Materials by clicking on Pass to Supplier in Expediting.

7. You can integrate existing Approved Pos that are not integrated with Jovix by transferring the PO ownership to Jovix.

8. Split tags that are created in the Expediting screen are also transferred along with the ident details. The split tag ident and ident tag details are displayed in the Jovix Shipment Item screen against the fields Split Item-Code and Split Item-code Description.

PO reverse approval integration

You can reverse approve a PO only if the PO ownership is with Smart Materials. If the Pass to Supplier button in the Expediting screen is enabled then it indicates that the PO ownership is with Smart Materials.

1. PO reverse integration is initiated immediately after the Reverse Approval button is clicked.

2. By default, the CIPs mi_jvx_pck_po_custom.validate_po and mi_jvx_pck_po_custom.validate_supplement_qty, perform the following validations during reverse approval of a PO:

   • PO with supplement = 0, the PO header, PO line items, and the item shipment data is deleted from Jovix.

   • PO with supplement > 0, the PO header and PO line items, and the item shipment data in Jovix is reverted back to the previous supplement data.

   • Reverse approval integration of a PO is not possible if the Smart Materials PO has dependent data in any of the following areas in Jovix:

     • Material Receiving:

       for supplement = 0, if receipts are created for the PO in Jovix.

       for supplement > 0, if the received quantity is greater than the order quantity of the previous supplement.

   • You can also define the validations in the CIP mi_jvx_pck_po_custom.validate_po based on the Jovix Material Status or if a Smart Materials PO has dependent data in Jovix Materials screen.

Rename tag numbers

• When a PO is integrated from Smart Materials to Jovix, new idents and the related tag numbers are created as Catalogs in Jovix.

• If an integrated catalog item tag number is updated for a PO line item or for an item shipment in Expediting screen in Smart Materials then, immediately after saving, the tag number is also updated in Jovix.

  Integration of renamed item shipment tag numbers from the Expediting screen of Smart Materials is available in HxGN SMAT Connector for Jovix from the following versions:

  • 10.2 SP13

  • 10.3 SP3

  • 10.4.

• Similarly, if both tag number and commodity code are modified in Smart Materials PO then both are also updated in Jovix Catalogs.

  If only Commodity Code is updated in Smart Materials PO then the respective Catalog in Jovix is not updated.

• In the Expediting screen of Smart Materials, when a Tag number and Description are changed in the Item Shipments screen, the following changes are updated in Jovix:

  • Item Code (Ident+TagNumber), Tag Number, and Description are integrated in Catalog screen in Jovix.

  • Item Code, Description along with Split Item-Code and Split Item-Code Description (in-case of Split Items) are updated in Shipment Items screen in Jovix.

  For triggering of integration, changes to the Tag number is mandatory. If only Description is updated in Smart Materials Item Shipments screen in Expediting then, the respective Catalog or Shipment Item is not updated in Jovix.

• A log is also generated for the renamed tag numbers.

Log Files

You can check the integration status and logs in the Jovix Integration Report in Smart Materials and Smart Materials Web. The log files are saved in the path defined under the DBA setting LOG_FILE_DEST.

• The naming format of the log files for approved POs is as follows:

  JOVIX_APPROVE_PO_<POHID>_<Date in dd-mm-yyyy_Time in hhmmss>.log

• The naming format of the log files for reverse approved POs is as follows:

  JOVIX_REVERSE_APPROVE_PO_<POHID>_<Date in dd-mm-yyyy_Time in hhmmss>.log

• The naming format of the log files for renamed tags is as follows

  JOVIX_RENAMETAG_<Smat Ident>_ <Date in dd-mm-yyyy_Time in hhmmss>.log