Agreement Details - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Agreement Details tab, you can view and edit agreement details belonging to a subcontract.

This tab is only available for agreements of type subcontract.

The label of this tab changes to Change Order Details if the order type is CO. In this case, additional fields are displayed on the right side of the tab.

If the agreement is of type Work Order, only the Effective Date and Notice to Proceed fields are updateable.

You can sign the agreement by selecting the Signed check boxes after the agreement has been approved. After the signature is saved, you cannot revoke it until you have reversed the approval of the agreement. If a higher supplement exists that is not approved, the Signed check boxes cannot be set.

In the case of a CO, the Change Order Number field is displayed with the name (number) of the CO.

The Effective Date field shows the date when the agreement is effective. The Notice to Proceed field shows the date when the subcontractor can proceed.

Select the material/work group type from the LOV in the Matl Group Type field. You can double-click in this field to open the P.10.42 Material/Work Groups screen.

Select the material/work group from the LOV in the Matl/Work Group field. You can double-click in this field to open the P.10.42 Material/Work Groups screen. The Rev field shows the revision of the material/work group.

In the Retention % field, enter the percentage of retention, and in the Retention Comment field, enter any comments regarding the retention.

Select the Performance Bond Rqd indicator in case a performance bond is required. Select the Payment Bond Rqd indicator if a payment bond is required.

Select the Bond Increase Required indicator in case the bond must be increased. The amount of increase can be entered in the Increase Amount Required field. You must enter a value greater 0 (zero) if you select the Bond Increase Required check box.

In the Bond Premium Amount field, enter the bond value included in the subcontract. The Currency field shows the currency of the agreement.

In the Bond Waiver Comment field, you can enter comments about the bond waiver.

In the Signatures area at the bottom, the agreement can be signed by the contractor and subcontractor after approval of the agreement is completed. You can either manually sign the agreement or via electronic signature (e-signature).

If you select the Manual option from the radio group, you must enter the Signed By, Title, and Date fields in order to sign the agreement. In this case, the E-Signature button is not available. If you select the E-Signature option from the radio group, you must enter the Signed By and Title fields before you can continue with the signing process. After selecting the E-Signature option, the E-Signature button is enabled, and you must click this button in order to finish the signing process.

Enter the name of the signer in the Signed By field and his title in the Title field. In the case of a manual signature, you must enter the date in the Date field to be able to save this signature. In the case of an e-signature, you must click the E-Signature button. For more information, see eSignature.

If the contractor signs an agreement on behalf of the subcontractor, only the Manual option is available.

In the case of a change order, that is, the order type is CO, the following additional fields are displayed on the right side of the tab.

The Original Substantial Completion field shows the date of the substantial activity of the SOW milestone. The Current Substantial Completion field shows the date of the current substantial activity + total time change days (date of the substantial activity + days of the approval schedule days of all assigned CORs). The Original Final Completion field shows the date of the final activity of the SOW milestone. The Current Final Completion field shows the date of the current final activity + total time change days (date of the final activity + days of the approval schedule days of all assigned CORs).

In the CO Time Change Days field, the sum of all approved schedule change days of all assigned CORs of the CO is displayed. In the Total Time Change Days field, the sum of all approved schedule change days of all assigned CORs of all COs beginning with the actual CO to the first CO of the agreement is displayed.

Enter the subcontract status from the LOV in the SC Status field. You can double-click in this field to open the SM.10.41 SC Status screen.

The CO Summary field displays the description of the change order (CO).